Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARVER BANCORP INCCARV · Entity 9625 | Director · President & CEO | April 26, 2022 | May 06, 2022 |
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.
CARVER BANCORP INC
Report date April 26, 2022 · Filed May 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,964 |
Reported balance
After 2022-04-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-26 · Grant · Acquired 10,000 · Balance 36,964 F1: Shares of restricted stock vest at a rate of 25% per year commencing on April 26, 2023. F2: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020. F3: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on July 30, 2021. F4: Includes shares of restricted stock which vest at a rate of 25% per year commencing on October 29, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock vest at a rate of 25% per year commencing on April 26, 2023.
F2: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020.
F3: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on July 30, 2021.
F4: Includes shares of restricted stock which vest at a rate of 25% per year commencing on October 29, 2021.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Elevate Credit, Inc.
Report date February 28, 2023 · Filed March 02, 2023
Section 16 reporting ended · disclosed 2023-03-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 1
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 29,070 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2022 (the "Merger Agreement"), by and among Elevate Credit, Inc., (the "Company"), PCAM Acquisition Corp ("Parent") and PCAM Merger Sub Corp ("Merger Sub"), the Merger Sub merged with and into the Company ("the Merger") with the Company surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Company's Common Stock, par value $0.0004 per share, was cancelled and converted into the right to receive $1.87 in cash. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-28 · Disposition to issuer · Disposed 58,139 · Balance 0 F2: Pursuant to the Merger Agreement, each restricted stock unit award ("RSU") granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 87,209 RSUs on September 15, 2021, vesting in three annual installments, beginning on the first anniversary of the grant date and converting into common stock on a one-for-one basis. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-28 · Disposition to issuer · Disposed 47,210 · Balance 0 F3: Pursuant to the Merger Agreement, each RSU granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 47,210 RSUs on May15,2022, vesting annually on the grant date and converting into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2022 (the "Merger Agreement"), by and among Elevate Credit, Inc., (the "Company"), PCAM Acquisition Corp ("Parent") and PCAM Merger Sub Corp ("Merger Sub"), the Merger Sub merged with and into the Company ("the Merger") with the Company surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Company's Common Stock, par value $0.0004 per share, was cancelled and converted into the right to receive $1.87 in cash.
F2: Pursuant to the Merger Agreement, each restricted stock unit award ("RSU") granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 87,209 RSUs on September 15, 2021, vesting in three annual installments, beginning on the first anniversary of the grant date and converting into common stock on a one-for-one basis.
F3: Pursuant to the Merger Agreement, each RSU granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 47,210 RSUs on May15,2022, vesting annually on the grant date and converting into common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 17:41 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | Disposition to issuerRestricted Stock Unit (RSU) · Derivative | 47,210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-002167 · primarydocument.xml · derivative · entry 3 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,210 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Merger Agreement, each RSU granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 47,210 RSUs on May15,2022, vesting annually on the grant date and converting into common stock on a one-for-one basis. F3 · price: Pursuant to the Merger Agreement, each RSU granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 47,210 RSUs on May15,2022, vesting annually on the grant date and converting into common stock on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each RSU granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 47,210 RSUs on May15,2022, vesting annually on the grant date and converting into common stock on a one-for-one basis. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, each RSU granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 47,210 RSUs on May15,2022, vesting annually on the grant date and converting into common stock on a one-for-one basis. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:41 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | Disposition to issuerRestricted Stock Unit (RSU) · Derivative | 58,139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-002167 · primarydocument.xml · derivative · entry 2 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,139 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, each restricted stock unit award ("RSU") granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 87,209 RSUs on September 15, 2021, vesting in three annual installments, beginning on the first anniversary of the grant date and converting into common stock on a one-for-one basis. F2 · price: Pursuant to the Merger Agreement, each restricted stock unit award ("RSU") granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 87,209 RSUs on September 15, 2021, vesting in three annual installments, beginning on the first anniversary of the grant date and converting into common stock on a one-for-one basis. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each restricted stock unit award ("RSU") granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 87,209 RSUs on September 15, 2021, vesting in three annual installments, beginning on the first anniversary of the grant date and converting into common stock on a one-for-one basis. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, each restricted stock unit award ("RSU") granted by the Company that is outstanding immediately prior to the effective time of the Merger (whether or not vested) will immediately vest in full and become free of restrictions, and will be cancelled and converted automatically into the right to receive a cash payment equal to the product of (1) the number of shares of Company Common Stock subject to such RSU as of the effective time of the Merger, multiplied by (2) the Merger Consideration. The reporting person was granted 87,209 RSUs on September 15, 2021, vesting in three annual installments, beginning on the first anniversary of the grant date and converting into common stock on a one-for-one basis. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:41 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | Disposition to issuerCommon Stock | 29,070 | $1.87 | $54,360.90 |
DisclosureSEC source: 0001562180-23-002167 · primarydocument.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2022 (the "Merger Agreement"), by and among Elevate Credit, Inc., (the "Company"), PCAM Acquisition Corp ("Parent") and PCAM Merger Sub Corp ("Merger Sub"), the Merger Sub merged with and into the Company ("the Merger") with the Company surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Company's Common Stock, par value $0.0004 per share, was cancelled and converted into the right to receive $1.87 in cash. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 18:08 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 29,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006737 · primarydocument.xml · derivative · entry 2 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,139 Underlying: Common Stock · 29,070 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock. F2 · derivative.exercise_date: The RSUs were granted on September 15, 2021. One-third (1/3) of the applicable RSUs vest on each anniversary of September 15, 2021 such that the RSUs shall be fully vested on September 15, 2024. F2 · derivative.expiration_date: The RSUs were granted on September 15, 2021. One-third (1/3) of the applicable RSUs vest on each anniversary of September 15, 2021 such that the RSUs shall be fully vested on September 15, 2024. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 18:08 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | Exercise / conversionCommon Stock | 29,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-006737 · primarydocument.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,070 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock. Read SEC document |
| May 15, 2022 Filed May 17, 2022 19:09 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | GrantRestricted Stock Unit (RSU) · Derivative | 47,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004159 · primarydocument.xml · derivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,210 Underlying: Common Stock · 47,210 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock. F2 · derivative.exercise_date: The RSUs will vest upon the earlier of the one (1) year anniversary of May 15, 2022 or the next annual shareholder meeting, subject to continued service on the board through such date. F2 · derivative.expiration_date: The RSUs will vest upon the earlier of the one (1) year anniversary of May 15, 2022 or the next annual shareholder meeting, subject to continued service on the board through such date. Read SEC document |
| April 26, 2022 Filed May 6, 2022 16:53 UTC | CARVER BANCORP INC CARV · Entity 9625 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-009689 · doc1.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,964 F1 · shares: Shares of restricted stock vest at a rate of 25% per year commencing on April 26, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on July 30, 2021. F4 · balance_after: Includes shares of restricted stock which vest at a rate of 25% per year commencing on October 29, 2021. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 17:10 UTC | Elevate Credit, Inc. ELVT · Entity 116120 | GrantRestricted Stock Unit (RSU) · Derivative | 87,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006007 · primarydocument.xml · derivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,209 Underlying: Common Stock · 87,209 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock. F2 · derivative.exercise_date: The RSUs were granted on September 15, 2021. One-third (1/3) of the applicable RSUs vest on each anniversary of September 15, 2021 such that the RSUs shall be fully vested on September 15, 2024. F2 · derivative.expiration_date: The RSUs were granted on September 15, 2021. One-third (1/3) of the applicable RSUs vest on each anniversary of September 15, 2021 such that the RSUs shall be fully vested on September 15, 2024. Read SEC document |
| August 24, 2021 Filed Aug 25, 2021 11:17 UTC | CARVER BANCORP INC CARV · Entity 9625 | SaleCommon Stock | 3,036 | $18.38 | $55,801.68 |
DisclosureSEC source: 0001567619-21-016298 · doc1.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,964 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on July 30, 2021. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 25% per year commencing on October 29, 2021. Read SEC document |
| October 29, 2020 Filed Nov 2, 2020 14:18 UTC | CARVER BANCORP INC CARV · Entity 9625 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-018487 · doc1.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F3 · shares: Shares of restricted stock vest at a rate of 25% per year commencing on October 29, 2021. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on July 30, 2021. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 13:48 UTC | CARVER BANCORP INC CARV · Entity 9625 | SaleCommon Stock | 100 | $6.00 | $600.00 |
DisclosureSEC source: 0001567619-20-016403 · doc1.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on July 30, 2021. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 17:53 UTC | CARVER BANCORP INC CARV · Entity 9625 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-014083 · doc1.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,100 F1 · shares: Shares of restricted stock vest at a rate of 1/3 per year commencing on July 30, 2021. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on June 27, 2020. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 13:16 UTC | CARVER BANCORP INC CARV · Entity 9625 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-014147 · doc1.xml · nonDerivative · entry 1 Pugh Michael T. · CIK 0001628701 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,100 F1 · shares: Shares of restricted stock vest at a rate of 1/3 per year commencing on June 27, 2020. 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.