Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERTEC, Inc.EVTC · Entity 4599 | Executive Vice President | March 07, 2023 | March 09, 2023 |
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.
EVERTEC, Inc.
Report date March 07, 2023 · Filed March 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,187 |
Ending reported balance
After 2023-03-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-07 · Grant · Acquired 9,467 · Balance 48,403 F1: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units ("RSUs") which were originally granted on February 27, 2020, and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2020, subject to a total shareholder return modifier over a three-year performance period. Row 2 · 2023-03-07 · Tax withholding · Disposed 4,216 · Balance 44,187 F2: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 1,152 shares withheld in connection with the vesting of RSUs granted on February 27, 2020; (ii) 1,587 shares withheld in connection with the vesting of RSUs granted on March 2, 2021; and (iii) 1,477 shares withheld in connection with the vesting of RSUs granted on February 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units ("RSUs") which were originally granted on February 27, 2020, and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2020, subject to a total shareholder return modifier over a three-year performance period.
F2: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 1,152 shares withheld in connection with the vesting of RSUs granted on February 27, 2020; (ii) 1,587 shares withheld in connection with the vesting of RSUs granted on March 2, 2021; and (iii) 1,477 shares withheld in connection with the vesting of RSUs granted on February 25, 2022.
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 |
|---|---|---|---|---|---|---|
| March 07, 2023 Filed Mar 9, 2023 16:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 4,216 | $37.30 | $157,256.80 |
DisclosureSEC source: 0001562180-23-002674 · primarydocument.xml · nonDerivative · entry 2 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,187 F2 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 1,152 shares withheld in connection with the vesting of RSUs granted on February 27, 2020; (ii) 1,587 shares withheld in connection with the vesting of RSUs granted on March 2, 2021; and (iii) 1,477 shares withheld in connection with the vesting of RSUs granted on February 25, 2022. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 16:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 9,467 | $37.30 | $353,119.10 |
DisclosureSEC source: 0001562180-23-002674 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,403 F1 · shares: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units ("RSUs") which were originally granted on February 27, 2020, and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2020, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 17:34 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 14,149 | $36.75 | $519,975.75 |
DisclosureSEC source: 0001562180-23-001984 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,936 F1 · shares: Represents a grant on February 24, 2023 of 14,149 restricted stock units with time-based vesting, which will vest in 3 substantially equal installments on February 24, 2024, February 24, 2025, and February 24, 2026, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 18:47 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 15,982 | $42.52 | $679,554.64 |
DisclosureSEC source: 0001562180-22-002867 · primarydocument.xml · nonDerivative · entry 2 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,787 F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $42.29 to $42.93 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 19:46 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 9,249 | $39.29 | $363,393.21 |
DisclosureSEC source: 0001562180-22-002532 · primarydocument.xml · nonDerivative · entry 2 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,639 F2 · shares: Represents shares of fully-vested stock issued as a result of the vesting of performance-based RSUs which were originally granted on February 22, 2019 and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2019, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 19:46 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 3,534 | $39.29 | $138,850.86 |
DisclosureSEC source: 0001562180-22-002532 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,390 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 832 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 22, 2019; (ii) 1,136 shares withheld in connection with the vesting of RSUs granted on February 27, 2020; and (iii) 1,566 shares withheld in connection with the vesting of RSUs granted on March 2, 2021. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 17:52 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 12,542 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-002000 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,924 F1 · price: Reports a grant on February 25, 2022 of 12,542 restricted stock units with time-based vesting, which will vest in 3 substantially equal installments on February 25, 2023, February 25, 2024 and February 25, 2025, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| March 18, 2021 Filed Mar 22, 2021 17:07 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 24,444 | $39.43 | $963,826.92 |
DisclosureSEC source: 0001562180-21-002388 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,382 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $39.31 to $39.59 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 19:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 2,085 | $36.97 | $77,082.45 |
DisclosureSEC source: 0001562180-21-002189 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,826 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 840 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 22, 2019 and (ii) 1,245 shares withheld in connection with the vesting of RSUs granted on February 27, 2020. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 19:19 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 13,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-001993 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,911 F1 · price: Reports a grant on March 2, 2021 of 13,477 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on March 2, 2022, March 2, 2023 and March 2, 2024, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 16:55 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 13,192 | $40.37 | $532,561.04 |
DisclosureSEC source: 0001562180-20-007361 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,434 F1 · price: Represents the average sales price per share. The shares were sold at prices ranging from $39.91 to $41.30. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 16:42 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 7,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-006926 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,626 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on November 20, 2017. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 17:43 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 2,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-002520 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,540 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 1,655 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 24, 2017 and (ii) 835 shares withheld in connection with the vesting of RSUs granted on February 22, 2019. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 18:10 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 9,778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001905 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,030 F1 · price: Reports a grant on February 27, 2020 of 9,778 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on February 27, 2021, February 27, 2022 and February 27, 2023, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 16:56 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 5,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005737 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,252 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock granted on November 20, 2017. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 18:12 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,315 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000035 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,527 F1 · price: Reflects shares withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of time-based restricted stock units granted on February 24, 2017. Read SEC document |
| March 05, 2019 Filed Mar 22, 2022 18:47 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 2,870 | $28.00 | $80,360.00 |
DisclosureSEC source: 0001562180-22-002867 · primarydocument.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,769 F1 · kind: Reports a sale that was inadvertently omitted and this filing corrects that omission. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:11 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 7,155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000020 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,842 F1 · price: Reports a grant on February 22, 2019 of 7,155 restricted stock units with time-base vesting which will vest in 3 substantially equal installments on February 22, 2020, February 22, 2021, and February 22, 2022, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 19:34 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-18-000023 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,817 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on February 24, 2017. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 16:26 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 37,313 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000086 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,207 F1 · price: Reports a one-time special grant on November 20, 2017 of 37,313 restricted stock units with time-based vesting of which (i) 14,925 will vest on November 20, 2019, and (ii) 22,388 on November 20, 2020, in each case subject to earlier vesting upon a termination of service in certain circumstances. Each restricted stock unit represents a contingent right to receive one share of common stock. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:02 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 13,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000002 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,196 F1 · price: Reports a grant on February 24, 2017, of 13,196 restricted stock units with time-based vesting of which (i) 4,398 will vest on February 24, 2018, (ii) 4,399 will vest on February 24, 2019, and (iii) 4,399 will vest on February 24, 2020, in each case subject to earlier vesting upon a termination of service in certain circumstances. Each restricted stock unit represents a contingent right to receive one share of common stock. Shares will be delivered to the Reporting Person within 75 days following vesting of the restricted stock units. Read SEC document |
| February 24, 2017 Filed Apr 7, 2017 19:36 UTC Amendment | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 12,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000011 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,894 F1 · shares: Reports the correct total amount of securities acquired, which was incorrectly reported in Form 4 filed on 02/28/2017. F2 · price: Reports a grant on February 24, 2017, of 12,894 restricted stock units with time-based vesting of which (i) 4,297 will vest on February 24, 2018; (ii) 4,298 will vest on February 24, 2019; and 4,299 will vest on February 24, 2020; in each case subject to earlier vesting upon a termination of service in certain circumstances. Each restricted stock unit represents a contingent right to receive one share of common stock. Shares will be delivered to the Reporting Person within 75 days following vesting of the restricted stock units. Read SEC document |
| August 11, 2016 Filed Aug 7, 2018 17:23 UTC | EVERTEC, Inc. EVTC · Entity 4599 | PurchaseCommon Stock | 2,870 | $17.41 | $49,966.70 |
DisclosureSEC source: 0001559865-18-000060 · primary_doc.xml · nonDerivative · entry 1 Rospigliosi Guillermo · CIK 0001672453 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,687 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.