Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NCR Voyix CorpNCR · Entity 293 | EVP Pymts Grp & Hd Strgy & M&A | February 23, 2023 | February 27, 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.
NCR Voyix Corp
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,658 |
Reported balance
After 2023-02-23 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-02-23 · Exercise / conversion · Acquired 14,120 · Balance 29,658 F1: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. |
| Common StockSEC Table I · non-derivative | Direct | 18,763 |
Reported balance
After 2023-02-23 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-02-23 · Tax withholding · Disposed 4,643 · Balance 18,763 F2: These shares were withheld to cover tax withholding obligations when 14,120 restricted stock units vested on February 23, 2023, as reported herein. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,120 |
Reported balance
After 2023-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-23 · Exercise / conversion · Acquired 14,120 · Balance 14,120 F1: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement.
F2: These shares were withheld to cover tax withholding obligations when 14,120 restricted stock units vested on February 23, 2023, as reported herein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CANTALOUPE, INC.
Report date May 08, 2020 · Filed May 12, 2020
Section 16 reporting ended · disclosed 2020-05-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,405 |
Reported balance
After 2020-05-08 transaction · row 1
1 source rowRow 1 · 2020-05-08 · Disposition to issuer · Disposed 195,727 · Balance 4,405 F1: The securities were forfeited in connection with the Reporting Person's separation from service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities were forfeited in connection with the Reporting Person's separation from service with the Issuer.
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 23, 2023 Filed Feb 27, 2023 22:23 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionRestricted Stock Units · Derivative | 14,120 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013298 · doc4.xml · derivative · entry 3 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,120 Underlying: Common Stock · 14,120 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: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · derivative.exercise_date: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · derivative.expiration_date: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:23 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 4,643 | $26.06 | $120,996.58 |
DisclosureSEC source: 0001209191-23-013298 · doc4.xml · nonDerivative · entry 2 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,763 F2 · shares: These shares were withheld to cover tax withholding obligations when 14,120 restricted stock units vested on February 23, 2023, as reported herein. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:23 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionCommon Stock | 14,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013298 · doc4.xml · nonDerivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,658 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 · shares: Table I reports the vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. The remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:24 UTC | NCR Voyix Corp NCR · Entity 293 | GrantPerformance-Based Restricted Stock Units · Derivative | 185,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009851 · doc4.xml · derivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,667 Underlying: Common Stock · 185,667 shares Expires not disclosed F1 · security: Performance-based restricted stock units (PB-RSUs), which may be earned between 0% and 200% of the target amount reported herein based on NCR's total shareholder return during the three-year period from 1/1/2023 through 12/31/2025, or upon the satisfaction of certain other performance conditions. F1 · derivative.exercise_price: Performance-based restricted stock units (PB-RSUs), which may be earned between 0% and 200% of the target amount reported herein based on NCR's total shareholder return during the three-year period from 1/1/2023 through 12/31/2025, or upon the satisfaction of certain other performance conditions. F1 · derivative.exercise_date: Performance-based restricted stock units (PB-RSUs), which may be earned between 0% and 200% of the target amount reported herein based on NCR's total shareholder return during the three-year period from 1/1/2023 through 12/31/2025, or upon the satisfaction of certain other performance conditions. F1 · derivative.expiration_date: Performance-based restricted stock units (PB-RSUs), which may be earned between 0% and 200% of the target amount reported herein based on NCR's total shareholder return during the three-year period from 1/1/2023 through 12/31/2025, or upon the satisfaction of certain other performance conditions. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:46 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionRestricted Stock Units · Derivative | 9,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001436 · doc4.xml · derivative · entry 3 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,215 Underlying: Common Stock · 9,215 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: Performance share restricted stock units (RSUs) as to which the performance related conditions to vesting were satisfied on December 31, 2022. These RSUs vest ratably, with 50% having vested on December 31, 2022 as shown on Table I, and the remaining 50% shown on Table II scheduled to vest on December 31, 2023 subject to certain conditions. F1 · derivative.exercise_date: Performance share restricted stock units (RSUs) as to which the performance related conditions to vesting were satisfied on December 31, 2022. These RSUs vest ratably, with 50% having vested on December 31, 2022 as shown on Table I, and the remaining 50% shown on Table II scheduled to vest on December 31, 2023 subject to certain conditions. F1 · derivative.expiration_date: Performance share restricted stock units (RSUs) as to which the performance related conditions to vesting were satisfied on December 31, 2022. These RSUs vest ratably, with 50% having vested on December 31, 2022 as shown on Table I, and the remaining 50% shown on Table II scheduled to vest on December 31, 2023 subject to certain conditions. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:46 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 3,821 | $23.41 | $89,449.61 |
DisclosureSEC source: 0001209191-23-001436 · doc4.xml · nonDerivative · entry 2 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,538 F2 · shares: These shares were withheld to cover tax withholding obligations when 9,215 shares vested on December 31, 2022 as reported herein. F3 · balance_after: Includes 602.265 shares acquired under the NCR Employee Stock Purchase Plan in March 2022. These shares were rounded to 602 for disclosure in this table. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:46 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionCommon Stock | 9,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001436 · doc4.xml · nonDerivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,757 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 · shares: Performance share restricted stock units (RSUs) as to which the performance related conditions to vesting were satisfied on December 31, 2022. These RSUs vest ratably, with 50% having vested on December 31, 2022 as shown on Table I, and the remaining 50% shown on Table II scheduled to vest on December 31, 2023 subject to certain conditions. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:24 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionRestricted Stock Units · Derivative | 28,240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013257 · doc4.xml · derivative · entry 3 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,240 Underlying: Common Stock · 28,240 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: Table I reports the vesting of the first one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · derivative.exercise_date: Table I reports the vesting of the first one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · derivative.expiration_date: Table I reports the vesting of the first one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:24 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 4,579 | $40.08 | $183,526.32 |
DisclosureSEC source: 0001209191-22-013257 · doc4.xml · nonDerivative · entry 2 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,542 F2 · shares: These shares were withheld to cover tax withholding obligations when 14,121 restricted stock units vested on February 23, 2022 as reported herein. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:24 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionCommon Stock | 14,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013257 · doc4.xml · nonDerivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · EVP Pymts Grp & Hd Strgy & M&A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,121 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 · shares: Table I reports the vesting of the first one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 23, 2021. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. Read SEC document |
| May 08, 2020 Filed May 12, 2020 22:41 UTC | CANTALOUPE, INC. USAT · Entity 45433 | Disposition to issuerCommon Stock | 195,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-009642 · doc1.xml · nonDerivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · Former CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,405 F1 · shares: The securities were forfeited in connection with the Reporting Person's separation from service with the Issuer. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:59 UTC | CANTALOUPE, INC. USAT · Entity 45433 | GrantCommon Stock | 186,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005482 · doc1.xml · nonDerivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,132 F1 · shares: The shares vest as follows: 46,729 on 2/28/2021; 11,682 quarterly thereafter until 5/28/2023; then 11,683 quarterly until 2/28/2024. Read SEC document |
| October 17, 2019 Filed Nov 25, 2019 22:25 UTC | CANTALOUPE, INC. USAT · Entity 45433 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 225,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001567619-19-022209 · doc1.xml · derivative · entry 2 LAYDEN DONALD W JR · CIK 0001023893 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 225,000 shares Expires 2026-10-17 Read SEC document |
| October 16, 2019 Filed Nov 25, 2019 22:25 UTC | CANTALOUPE, INC. USAT · Entity 45433 | GrantCommon Stock | 13,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022209 · doc1.xml · nonDerivative · entry 1 LAYDEN DONALD W JR · CIK 0001023893 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,216 F1 · shares: The shares were to vest as follows: 6,608 shares on 10/16/19 and 6,608 shares on 10/16/20. On November 22, 2019, the vesting schedule was revised so that the shares vest as follows: 4,405 shares on 10/16/19 and 8,811 shares on 10/16/20. 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.