Tapewire

Nasdaq · USD

ESQ

Esquire Financial Holdings, Inc.

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Tapewire entity
4764
SEC CIK
0001531031
Parsed reports
350

Last 12 months

Inside the activity.

0 purchase rows · 15 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 2026013
Apr 202600
May 202600
Jun 202600
Jul 202601
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 29, 2024 Filed Dec 2, 2024 16:50 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $76.65 $76,650.00
Disclosure

SEC source: 0001437749-24-036474 · rdgdoc.xml · nonDerivative · entry 2

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By profit sharing plan

Disclosed balance after: 60,601

Read SEC document
November 29, 2024 Filed Dec 2, 2024 16:50 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $76.49 $76,490.00
Disclosure

SEC source: 0001437749-24-036474 · rdgdoc.xml · nonDerivative · entry 1

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By profit sharing plan

Disclosed balance after: 61,601

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $77.20 $77,200.20
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 9

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By profit sharing plan

Disclosed balance after: 62,601

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $77.00 $77,000.00
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 8

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By profit sharing plan

Disclosed balance after: 63,601

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 900 $76.67 $68,998.50
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 7

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By profit sharing plan

Disclosed balance after: 64,601

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 600 $77.99 $46,795.92
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 6

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 102,433

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $77.40 $77,400.00
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 5

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 103,033

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $76.77 $76,767.90
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 4

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 104,033

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $76.44 $76,444.50
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 3

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 105,033

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 600 $75.80 $45,482.34
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 2

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 106,033

Read SEC document
November 26, 2024 Filed Nov 27, 2024 17:31 UTC
ZISES SELIGDirector
SaleCommon Stock 900 $75.60 $68,040.00
Disclosure

SEC source: 0001437749-24-036355 · rdgdoc.xml · nonDerivative · entry 1

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 106,633

Read SEC document
November 06, 2024 Filed Nov 8, 2024 13:12 UTC
Kornhaber Ari PEVP and Head of Corp Dev
Exercise / conversionStock Options · Derivative 8,892 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001437749-24-034153 · rdgdoc.xml · derivative · entry 3

Kornhaber Ari P · CIK 0001709859 · EVP and Head of Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,892 shares

Expires 2025-09-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 13:12 UTC
Kornhaber Ari PEVP and Head of Corp Dev
Tax withholdingCommon Stock 1,504 $73.86 $111,085.44
Disclosure

SEC source: 0001437749-24-034153 · rdgdoc.xml · nonDerivative · entry 2

Kornhaber Ari P · CIK 0001709859 · EVP and Head of Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,965

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 13:12 UTC
Kornhaber Ari PEVP and Head of Corp Dev
Exercise / conversionCommon Stock 8,892 $12.50 $111,150.00
Disclosure

SEC source: 0001437749-24-034153 · rdgdoc.xml · nonDerivative · entry 1

Kornhaber Ari P · CIK 0001709859 · EVP and Head of Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,469

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 18:13 UTC
Bader Eric SEVP and COO
Exercise / conversionStock Options · Derivative 17,785 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001437749-24-034154 · rdgdoc.xml · derivative · entry 4

Bader Eric S · CIK 0001709783 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,785 shares

Expires 2025-09-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 18:13 UTC
Bader Eric SEVP and COO
Tax withholdingCommon Stock 3,009 $73.86 $222,244.74
Disclosure

SEC source: 0001437749-24-034154 · rdgdoc.xml · nonDerivative · entry 2

Bader Eric S · CIK 0001709783 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,577

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 18:13 UTC
Bader Eric SEVP and COO
Exercise / conversionCommon Stock 17,785 $12.50 $222,312.50
Disclosure

SEC source: 0001437749-24-034154 · rdgdoc.xml · nonDerivative · entry 1

Bader Eric S · CIK 0001709783 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,586

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 18:11 UTC
Sagliocca Andrew CDirector · Vice Chairman, President & CEO
Exercise / conversionStock Options · Derivative 26,677 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001437749-24-034152 · rdgdoc.xml · derivative · entry 3

Sagliocca Andrew C · CIK 0001709867 · Director · Vice Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26,677 shares

Expires 2025-09-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 18:11 UTC
Sagliocca Andrew CDirector · Vice Chairman, President & CEO
Tax withholdingCommon Stock 4,514 $73.86 $333,404.04
Disclosure

SEC source: 0001437749-24-034152 · rdgdoc.xml · nonDerivative · entry 2

Sagliocca Andrew C · CIK 0001709867 · Director · Vice Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,501

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 18:11 UTC
Sagliocca Andrew CDirector · Vice Chairman, President & CEO
Exercise / conversionCommon Stock 26,677 $12.50 $333,462.50
Disclosure

SEC source: 0001437749-24-034152 · rdgdoc.xml · nonDerivative · entry 1

Sagliocca Andrew C · CIK 0001709867 · Director · Vice Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 269,015

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionStock Options · Derivative Not disclosed $0.00 Strike: $31.04 $1,166.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · derivative · entry 12

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 584

Underlying: Common Stock · 1,166 shares

Expires 2031-12-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.underlying_shares: Stock options vest in three equal annual installments commencing on December 9, 2022.

F5 · balance_after: Stock options vest in three equal annual installments commencing on December 9, 2022.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionStock Options · Derivative Not disclosed $0.00 Strike: $20.85 $2,000.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · derivative · entry 11

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,000 shares

Expires 2030-12-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionStock Options · Derivative Not disclosed $0.00 Strike: $24.90 $2,000.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · derivative · entry 10

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,000 shares

Expires 2028-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionStock Options · Derivative Not disclosed $0.00 Strike: $19.25 $1,500.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · derivative · entry 9

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,500 shares

Expires 2028-01-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionStock Options · Derivative Not disclosed $0.00 Strike: $12.50 $2,500.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · derivative · entry 8

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 shares

Expires 2026-09-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionCommon Stock 1,166 $31.04 $36,192.64
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · nonDerivative · entry 5

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,572

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionCommon Stock 2,000 $20.85 $41,700.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · nonDerivative · entry 4

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,406

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionCommon Stock 2,000 $24.90 $49,800.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · nonDerivative · entry 3

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,406

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionCommon Stock 1,500 $19.25 $28,875.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · nonDerivative · entry 2

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,406

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
September 20, 2024 Filed Sep 23, 2024 17:57 UTC Exercise / conversionCommon Stock 2,500 $12.50 $31,250.00
Disclosure

SEC source: 0001437749-24-029855 · rdgdoc.xml · nonDerivative · entry 1

Waterhouse Kevin C · CIK 0001710030 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,906

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 09:50 UTC
Kornhaber Ari PEVP and Head of Corp Dev
Exercise / conversionStock Options · Derivative 10,000 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001437749-24-023840 · rdgdoc.xml · derivative · entry 3

Kornhaber Ari P · CIK 0001709859 · EVP and Head of Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,000 shares

Expires 2024-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 09:50 UTC
Kornhaber Ari PEVP and Head of Corp Dev
Tax withholdingCommon Stock 2,108 $59.30 $125,004.40
Disclosure

SEC source: 0001437749-24-023840 · rdgdoc.xml · nonDerivative · entry 2

Kornhaber Ari P · CIK 0001709859 · EVP and Head of Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,577

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 09:50 UTC
Kornhaber Ari PEVP and Head of Corp Dev
Exercise / conversionCommon Stock 10,000 $12.50 $125,000.00
Disclosure

SEC source: 0001437749-24-023840 · rdgdoc.xml · nonDerivative · entry 1

Kornhaber Ari P · CIK 0001709859 · EVP and Head of Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,685

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 13:56 UTC
Sagliocca Andrew CDirector · Vice Chairman, President & CEO
Exercise / conversionStock Options · Derivative 10,000 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001437749-24-023842 · rdgdoc.xml · derivative · entry 3

Sagliocca Andrew C · CIK 0001709867 · Director · Vice Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,000 shares

Expires 2024-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 13:56 UTC
Sagliocca Andrew CDirector · Vice Chairman, President & CEO
Tax withholdingCommon Stock 2,108 $59.30 $125,004.40
Disclosure

SEC source: 0001437749-24-023842 · rdgdoc.xml · nonDerivative · entry 2

Sagliocca Andrew C · CIK 0001709867 · Director · Vice Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,338

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 13:56 UTC
Sagliocca Andrew CDirector · Vice Chairman, President & CEO
Exercise / conversionCommon Stock 10,000 $12.50 $125,000.00
Disclosure

SEC source: 0001437749-24-023842 · rdgdoc.xml · nonDerivative · entry 1

Sagliocca Andrew C · CIK 0001709867 · Director · Vice Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,446

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 13:55 UTC
Bader Eric SEVP and COO
Exercise / conversionStock Options · Derivative 6,550 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001437749-24-023841 · rdgdoc.xml · derivative · entry 4

Bader Eric S · CIK 0001709783 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,550 shares

Expires 2024-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.underlying_shares: Stock options are fully vested.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 13:55 UTC
Bader Eric SEVP and COO
Tax withholdingCommon Stock 1,381 $59.30 $81,893.30
Disclosure

SEC source: 0001437749-24-023841 · rdgdoc.xml · nonDerivative · entry 2

Bader Eric S · CIK 0001709783 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,801

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
July 26, 2024 Filed Jul 30, 2024 13:55 UTC
Bader Eric SEVP and COO
Exercise / conversionCommon Stock 6,550 $12.50 $81,875.00
Disclosure

SEC source: 0001437749-24-023841 · rdgdoc.xml · nonDerivative · entry 1

Bader Eric S · CIK 0001709783 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,182

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022.

F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.

F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.

F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.

F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.

F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 12:55 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $45.92 $45,922.80
Disclosure

SEC source: 0001437749-24-020614 · rdgdoc.xml · nonDerivative · entry 3

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 107,533

Read SEC document
June 17, 2024 Filed Jun 18, 2024 12:55 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $45.90 $45,895.00
Disclosure

SEC source: 0001437749-24-020614 · rdgdoc.xml · nonDerivative · entry 2

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 108,533

Read SEC document
June 17, 2024 Filed Jun 18, 2024 12:55 UTC
ZISES SELIGDirector
SaleCommon Stock 500 $45.80 $22,900.00
Disclosure

SEC source: 0001437749-24-020614 · rdgdoc.xml · nonDerivative · entry 1

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 109,533

Read SEC document
May 23, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $47.63 $47,625.00
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 18

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 110,033

Read SEC document
May 23, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $47.52 $47,520.60
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 17

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 111,033

Read SEC document
May 23, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $47.45 $47,454.40
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 16

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 112,033

Read SEC document
May 23, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $47.37 $47,371.30
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 15

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 113,033

Read SEC document
May 23, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $46.95 $46,951.30
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 14

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 114,033

Read SEC document
May 22, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $48.08 $48,080.00
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 13

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 115,033

Read SEC document
May 22, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $47.87 $47,866.90
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 12

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 116,033

Read SEC document
May 22, 2024 Filed May 24, 2024 13:45 UTC
ZISES SELIGDirector
SaleCommon Stock 1,000 $47.89 $47,885.00
Disclosure

SEC source: 0001437749-24-018290 · rdgdoc.xml · nonDerivative · entry 11

ZISES SELIG · CIK 0001162317 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 117,033

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.