Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paysign, Inc.PAYS · Entity 5220 | PRES., PATIENT AFFORDABILITY | November 13, 2025 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Paysign, Inc.
Report date November 13, 2025 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 404,262 |
Ending reported balance
After 2026-05-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-11-13 · Grant · Acquired 233,333 · Balance 470,000 F1: Represents performance-based restricted stock granted on May 7, 2025, with the performance goal deemed satisfied on November 13, 2025 based upon the achievement of a specified earnings target. The restricted stock will vest and be delivered as to 1/3 of the shares on each of May 22, 2026, May 26, 2027, and May 24, 2028, subject to the reporting person's continued service to the issuer through and on the applicable vesting date. Row 2 · 2026-02-03 · Sale · Disposed 15,057 · Balance 454,943 F2: Represents shares of common stock sold to satisfy certain tax withholding obligations associated with the vesting of restricted stock. Row 3 · 2026-05-22 · Tax withholding · Disposed 50,681 · Balance 404,262 F3: Represents shares of common stock withheld by the issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock and performance-based restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based restricted stock granted on May 7, 2025, with the performance goal deemed satisfied on November 13, 2025 based upon the achievement of a specified earnings target. The restricted stock will vest and be delivered as to 1/3 of the shares on each of May 22, 2026, May 26, 2027, and May 24, 2028, subject to the reporting person's continued service to the issuer through and on the applicable vesting date.
F2: Represents shares of common stock sold to satisfy certain tax withholding obligations associated with the vesting of restricted stock.
F3: Represents shares of common stock withheld by the issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock and performance-based restricted stock.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 22, 2026 Filed Sep 4, 2026 22:42 UTC | Paysign, Inc. PAYS · Entity 5220 | Tax withholdingCommon Stock | 50,681 | $6.72 | $340,576.32 |
DisclosureSEC source: 0001683168-26-006985 · ownership.xml · nonDerivative · entry 3 Turner Matthew Baker · CIK 0002136145 · PRES., PATIENT AFFORDABILITY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,262 F3 · kind: Represents shares of common stock withheld by the issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock and performance-based restricted stock. Read SEC document |
| February 03, 2026 Filed Sep 4, 2026 22:42 UTC | Paysign, Inc. PAYS · Entity 5220 | SaleCommon Stock | 15,057 | $4.16 | $62,637.12 |
DisclosureSEC source: 0001683168-26-006985 · ownership.xml · nonDerivative · entry 2 Turner Matthew Baker · CIK 0002136145 · PRES., PATIENT AFFORDABILITY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,943 F2 · kind: Represents shares of common stock sold to satisfy certain tax withholding obligations associated with the vesting of restricted stock. Read SEC document |
| November 13, 2025 Filed Sep 4, 2026 22:42 UTC | Paysign, Inc. PAYS · Entity 5220 | GrantCommon Stock | 233,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-006985 · ownership.xml · nonDerivative · entry 1 Turner Matthew Baker · CIK 0002136145 · PRES., PATIENT AFFORDABILITY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,000 F1 · shares: Represents performance-based restricted stock granted on May 7, 2025, with the performance goal deemed satisfied on November 13, 2025 based upon the achievement of a specified earnings target. The restricted stock will vest and be delivered as to 1/3 of the shares on each of May 22, 2026, May 26, 2027, and May 24, 2028, subject to the reporting person's continued service to the issuer through and on the applicable vesting date. 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.