Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CURO Group Holdings Corp.CURO · Entity 93750 | Director | September 01, 2023 | September 06, 2023 |
| OneMain Holdings, Inc.OMF · Entity 3702 | EVP and COO | March 20, 2019 | March 22, 2019 |
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.
CURO Group Holdings Corp.
Report date September 01, 2023 · Filed September 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,543 |
Reported balance
After 2023-09-01 transaction · row 1
1 source rowRow 1 · 2023-09-01 · Grant · Acquired 48,543 · Balance 48,543 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The grant was made under the Issuer's 2023 director compensation program and will vest on April 2, 2024. F2: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The grant was made under the Issuer's 2023 director compensation program and will vest on April 2, 2024.
F2: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended.
OneMain Holdings, Inc.
Report date March 20, 2019 · Filed March 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 287,119 |
Reported balance
After 2019-03-20 transaction · row 1
1 source rowRow 1 · 2019-03-20 · Tax withholding · Disposed 7,237 · Balance 287,119 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2023 Filed Sep 6, 2023 19:33 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 48,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048549 · doc4.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,543 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The grant was made under the Issuer's 2023 director compensation program and will vest on April 2, 2024. F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 22:10 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon stock, par value $0.01 per share | 7,237 | $33.89 | $245,261.93 |
DisclosureSEC source: 0001599135-19-000006 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,119 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:37 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 5,829 | $34.74 | $202,499.46 |
DisclosureSEC source: 0001599135-19-000005 · primary_doc.xml · nonDerivative · entry 4 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,358 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:37 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 4,629 | $34.74 | $160,811.46 |
DisclosureSEC source: 0001599135-19-000005 · primary_doc.xml · nonDerivative · entry 3 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,187 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:37 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 1,209 | $34.74 | $42,000.66 |
DisclosureSEC source: 0001599135-19-000005 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,816 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:37 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 5,521 | $34.74 | $191,799.54 |
DisclosureSEC source: 0001599135-19-000005 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,025 Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 22:58 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 105 | $34.00 | $3,570.00 |
DisclosureSEC source: 0001599135-19-000003 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,546 Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 22:58 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 806 | $34.00 | $27,404.00 |
DisclosureSEC source: 0001599135-19-000003 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,651 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:12 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 33,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-19-000002 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,971 F2 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each February 20, 2020, and February 19,2021, and 33.4% on February 18, 2022, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:12 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 49,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-19-000002 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,078 F1 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each February 20, 2019, and February 20, 2020, and 33.4% on February 19, 2021, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 05, 2019 Filed Feb 22, 2019 22:26 UTC Amendment | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 37,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-19-000004 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,564 F1 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each of February 20, 2019, and February 20, 2020, and 33.4% on February 19, 2021, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:23 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 18,748 | $24.29 | $455,388.92 |
DisclosureSEC source: 0001599135-19-000001 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,517 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:49 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 7,237 | $31.14 | $225,360.18 |
DisclosureSEC source: 0001599135-18-000005 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,265 Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 21:53 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 29,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-18-000003 · primary_doc.xml · nonDerivative · entry 4 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,463 F2 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each of February 20, 2019, and February 20, 2020, and 33.4% on February 19, 2021, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 21:53 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 47,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-18-000003 · primary_doc.xml · nonDerivative · entry 3 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,957 F1 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each of March 20, 2018, and March 20, 2019, and 33.4% on March 20, 2020, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 21, 2018 Filed Mar 22, 2018 20:36 UTC Amendment | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 29,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-18-000004 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP AND COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,502 F2 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each of February 20, 2019, and February 20, 2020, and 33.4% on February 19, 2021, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 21, 2018 Filed Mar 22, 2018 20:36 UTC Amendment | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 45,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-18-000004 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP AND COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,077 F1 · shares: Consists of employee restricted stock units granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock units vest as follows: 33.3% on each of March 20, 2018, and March 20, 2019, and 33.4% on March 20, 2020, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:53 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon stock, par value $0.01 per share | 1,177 | $33.01 | $38,852.77 |
DisclosureSEC source: 0001599135-18-000003 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,081 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:53 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon stock, par value $0.01 per share | 5,374 | $33.01 | $177,395.74 |
DisclosureSEC source: 0001599135-18-000003 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,258 Read SEC document |
| February 19, 2018 Filed Feb 20, 2018 22:08 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 102 | $33.01 | $3,367.02 |
DisclosureSEC source: 0001599135-18-000002 · primary_doc.xml · nonDerivative · entry 3 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,632 Read SEC document |
| February 19, 2018 Filed Feb 20, 2018 22:08 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 784 | $33.01 | $25,879.84 |
DisclosureSEC source: 0001599135-18-000002 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,734 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:08 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 1,554 | $33.35 | $51,825.90 |
DisclosureSEC source: 0001599135-18-000002 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,518 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:12 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 20,013 | $25.99 | $520,137.87 |
DisclosureSEC source: 0001599135-18-000001 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,072 Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 22:56 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 7,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-17-000003 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,063 F1 · shares: Consists of restricted common stock granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock vests as follows: 33.3% on each of February 20, 2018, and February 20, 2019, and 33.4% on February 20, 2020, subject to the reporting person's continued employment through the specified vesting date. Read SEC document |
| February 17, 2017 Filed Feb 18, 2017 00:59 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 829 | $27.87 | $23,104.23 |
DisclosureSEC source: 0001599135-17-000002 · primary_doc.xml · nonDerivative · entry 4 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,376 Read SEC document |
| February 17, 2017 Filed Feb 18, 2017 00:59 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 108 | $27.87 | $3,009.96 |
DisclosureSEC source: 0001599135-17-000002 · primary_doc.xml · nonDerivative · entry 3 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,205 Read SEC document |
| February 17, 2017 Filed Feb 18, 2017 00:59 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 1,641 | $27.87 | $45,734.67 |
DisclosureSEC source: 0001599135-17-000002 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,313 Read SEC document |
| February 15, 2017 Filed Feb 18, 2017 00:59 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 35,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-17-000002 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,954 F1 · shares: Consists of restricted common stock granted under the OneMain Holdings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The restricted stock vests as follows: 33.3% on each of February 20, 2018,and February 20, 2019, and 33.4% on February 20, 2020, subject to the reporting person's continued employment through the specified vesting dates. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 23:11 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 19,073 | $22.14 | $422,276.22 |
DisclosureSEC source: 0001599135-17-000001 · primary_doc.xml · nonDerivative · entry 2 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,867 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:11 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 4,440 | $22.14 | $98,301.60 |
DisclosureSEC source: 0001599135-17-000001 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,940 Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 23:33 UTC | OneMain Holdings, Inc. OMF · Entity 3702 | GrantCommon Stock, par value $0.01 per share | 156,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001599135-16-000007 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,380 F1 · shares: Consists of employee restricted stock units granted under the OneMain Hodlings, Inc. Amended and Restated 2013 Omnibus Incentive Plan. The units vest as follows: 52,308 units on each of January 1, 2017, January 1, 2018, and January 1, 2019, subject to the reporting person's continued employment through the specified vesting date. The reporting person will receive one share of common stock for each vested restricted stock unit. Read SEC document |
| February 17, 2016 Filed Apr 13, 2017 22:12 UTC Amendment | OneMain Holdings, Inc. OMF · Entity 3702 | Tax withholdingCommon Stock, par value $0.01 per share | 1,305 | $21.76 | $28,396.80 |
DisclosureSEC source: 0001599135-17-000004 · primary_doc.xml · nonDerivative · entry 1 Hurzeler Robert · CIK 0001599135 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,191 F1 · shares: The purpose of this amendment is to correct the number of shares of OneMain Holdings, Inc. common stock withheld to pay for the reporting person's tax liability in connection with a vesting of restricted stock units. 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.