Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BTRS Holdings Inc.
Report date December 16, 2022 · Filed December 20, 2022
Section 16 reporting ended · disclosed 2022-12-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class 1 Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-12-16 transaction · row 1
1 source rowRow 1 · 2022-12-16 · Disposition to issuer · Disposed 410,928 · Balance 0 F1: On December 16, 2022, Bullseye Finco, Inc. (the "Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer, and Bullseye Merger Sub, Inc., a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of September 28, 2022 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger"). F2: At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $9.50 in cash (the "Merger Consideration"). In addition, at the Effective Time, pursuant to the Merger Agreement, each Restricted Stock Unit ("RSU") (other than certain excluded RSUs) whether or not vested, outstanding immediately prior to the Effective Time was accelerated (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, and subject to any applicable withholding taxes, equal to the product of (i) the total number of shares of Issuer common stock subject to the RSU multiplied by (ii) the Merger Consideration. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.42 · Expires 2030-02-04 | Direct | 0 |
Reported balance
After 2022-12-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-16 · Disposition to issuer · Disposed 1,391,441 · Balance 0 F3: At the Effective Time, pursuant to the Merger Agreement, each oustanding stock option with an exercise price less than $9.50 outstanding immediately before the Effective Time was accelerated and became fully vested and exercisable and was cancelled and converted into the right to receive an amount in cash, without interest, and subject to any applicable withholding taxes, equal to the product of (i) the excess, if any, of (A) the Merger Consideration over (B) the per-share exercise price for such option multiplied by (ii) the total number of shares of Issuer common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.19 · Expires 2030-05-11 | Direct | 0 |
Reported balance
After 2022-12-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-12-16 · Disposition to issuer · Disposed 36,719 · Balance 0 F3: At the Effective Time, pursuant to the Merger Agreement, each oustanding stock option with an exercise price less than $9.50 outstanding immediately before the Effective Time was accelerated and became fully vested and exercisable and was cancelled and converted into the right to receive an amount in cash, without interest, and subject to any applicable withholding taxes, equal to the product of (i) the excess, if any, of (A) the Merger Consideration over (B) the per-share exercise price for such option multiplied by (ii) the total number of shares of Issuer common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.19 · Expires 2030-06-18 | Direct | 0 |
Reported balance
After 2022-12-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-12-16 · Disposition to issuer · Disposed 216,847 · Balance 0 F3: At the Effective Time, pursuant to the Merger Agreement, each oustanding stock option with an exercise price less than $9.50 outstanding immediately before the Effective Time was accelerated and became fully vested and exercisable and was cancelled and converted into the right to receive an amount in cash, without interest, and subject to any applicable withholding taxes, equal to the product of (i) the excess, if any, of (A) the Merger Consideration over (B) the per-share exercise price for such option multiplied by (ii) the total number of shares of Issuer common stock underlying such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.80 · Expires 2031-01-11 | Direct | 0 |
Reported balance
After 2022-12-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-12-16 · Disposition to issuer · Disposed 750,000 · Balance 0 F4: At the Effective Time, pursuant to the Merger Agreement, each outstanding stock option with an exercise price equal to or greater than $9.50, was cancelled without any consideration in respect of such cancelled option. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 16, 2022, Bullseye Finco, Inc. (the "Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer, and Bullseye Merger Sub, Inc., a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of September 28, 2022 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Buyer (the "Merger").
F2: At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each issued and outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $9.50 in cash (the "Merger Consideration"). In addition, at the Effective Time, pursuant to the Merger Agreement, each Restricted Stock Unit ("RSU") (other than certain excluded RSUs) whether or not vested, outstanding immediately prior to the Effective Time was accelerated (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, and subject to any applicable withholding taxes, equal to the product of (i) the total number of shares of Issuer common stock subject to the RSU multiplied by (ii) the Merger Consideration.
F3: At the Effective Time, pursuant to the Merger Agreement, each oustanding stock option with an exercise price less than $9.50 outstanding immediately before the Effective Time was accelerated and became fully vested and exercisable and was cancelled and converted into the right to receive an amount in cash, without interest, and subject to any applicable withholding taxes, equal to the product of (i) the excess, if any, of (A) the Merger Consideration over (B) the per-share exercise price for such option multiplied by (ii) the total number of shares of Issuer common stock underlying such option.
F4: At the Effective Time, pursuant to the Merger Agreement, each outstanding stock option with an exercise price equal to or greater than $9.50, was cancelled without any consideration in respect of such cancelled option.
GREEN DOT CORP
Report date December 31, 2019 · Filed January 03, 2020
Section 16 reporting ended · disclosed 2020-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 575,115 |
Ending reported balance
After 2019-12-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-12-31 · Tax withholding · Disposed 11,944 · Balance 577,272 F1: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the PRSUs, based on a price of $23.30 per share, which represented the closing price of the issuer's Class A Common Stock on December 31, 2019, and does not represent a sale by the reporting person. Row 2 · 2019-12-31 · Tax withholding · Disposed 1,737 · Balance 575,535 F2: The issuer has accelerated vesting and issuance of this portion of the RSU award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. Row 3 · 2019-12-31 · Tax withholding · Disposed 420 · Balance 575,115 F3: The issuer has accelerated vesting and issuance of this portion of the PRSU award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the PRSUs, based on a price of $23.30 per share, which represented the closing price of the issuer's Class A Common Stock on December 31, 2019, and does not represent a sale by the reporting person.
F2: The issuer has accelerated vesting and issuance of this portion of the RSU award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.
F3: The issuer has accelerated vesting and issuance of this portion of the PRSU award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.
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 12, 2018 Filed Feb 14, 2018 17:51 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 100 | $56.66 | $5,666.00 |
DisclosureSEC source: 0001209191-18-010059 · doc4.xml · nonDerivative · entry 2 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,233 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 17:51 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 6,400 | $55.95 | $358,076.16 |
DisclosureSEC source: 0001209191-18-010059 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,333 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.50 to $56.40 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 17:35 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 408 | $62.08 | $25,327.50 |
DisclosureSEC source: 0001209191-18-004048 · doc4.xml · nonDerivative · entry 3 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,733 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.94 to $62.22 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 17:35 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 3,250 | $61.47 | $199,765.80 |
DisclosureSEC source: 0001209191-18-004048 · doc4.xml · nonDerivative · entry 2 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 720,141 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.93 to $61.89 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 17:35 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 2,842 | $60.35 | $171,512.43 |
DisclosureSEC source: 0001209191-18-004048 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723,391 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.90 to $60.80 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 17:39 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 11,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000313 · doc4.xml · nonDerivative · entry 2 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726,233 F2 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $59.58 per share, which represented the closing price of the issuer's Class A Common Stock on January 2, 2018, and does not represent a sale by the reporting person. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 17:39 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 5,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000313 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,841 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the PRSUs, based on a price of $60.26 per share, which represented the closing price of the issuer's Class A Common Stock on December 29, 2017, and does not represent a sale by the reporting person. Read SEC document |
| December 11, 2017 Filed Dec 12, 2017 18:19 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 6,500 | $61.39 | $399,053.20 |
DisclosureSEC source: 0001209191-17-065261 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,179 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.99 to $61.72 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 20:20 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 6,500 | $62.23 | $404,473.55 |
DisclosureSEC source: 0001209191-17-061345 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749,679 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.7000 to $62.6500 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 19:31 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055489 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,179 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $49.58 per share, which represented the closing price of the issuer's Class A Common Stock on September 29, 2017, and does not represent a sale by the reporting person. Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 19:12 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $45.81 | $229,033.00 |
DisclosureSEC source: 0001209191-17-049078 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,575 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $45.46 to $46.10. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 18:27 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $39.86 | $199,324.50 |
DisclosureSEC source: 0001209191-17-045245 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,575 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $39.61 to $40.00. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 17:31 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 5,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044172 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,575 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $38.72 per share, which represented the closing price of the issuer's Class A Common Stock on July 5, 2017, and does not represent a sale by the reporting person. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 18:03 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $39.69 | $198,460.00 |
DisclosureSEC source: 0001209191-17-039638 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773,157 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $39.46 to $40.17. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| May 27, 2017 Filed May 30, 2017 17:46 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 2,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036210 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,157 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $36.37 per share, which represented the closing price of the issuer's Class A Common Stock on May 26, 2017, and does not represent a sale by the reporting person. F2 · balance_after: Includes 1,058 shares acquired under the issuer's employee stock purchase plan on May 14, 2017. Read SEC document |
| May 12, 2017 Filed May 15, 2017 18:28 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $36.09 | $180,453.50 |
DisclosureSEC source: 0001209191-17-032446 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,062 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $35.71 to $36.37. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 18:42 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $32.94 | $164,723.50 |
DisclosureSEC source: 0001209191-17-026936 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785,062 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $32.79 to $33.17. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 17:05 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $30.27 | $151,336.00 |
DisclosureSEC source: 0001209191-17-020573 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,062 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $30.15 to $30.37. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 19:48 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 5,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019973 · doc4.xml · nonDerivative · entry 2 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795,062 F2 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the PRSUs, based on a price of $29.36 per share, which represented the closing price of the issuer's Class A Common Stock on March 8, 2017, and does not represent a sale by the reporting person. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 19:48 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 38,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019973 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800,400 F1 · shares: Represents shares of Class A Common Stock underlying a performance-based restricted stock unit award granted on March 25, 2016. 25% of the award vested on March 8, 2017 and the remaining 75% will vest ratably over the next three years on each December 31, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 17:48 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 18,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016075 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,158 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $29.31 per share, which represented the closing price of the issuer's Class A Common Stock on February 28, 2017, and does not represent a sale by the reporting person. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 17:56 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $26.89 | $134,449.00 |
DisclosureSEC source: 0001209191-17-010715 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,366 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $26.59 to $27.06. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| January 12, 2017 Filed Jan 13, 2017 18:55 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $24.80 | $124,015.00 |
DisclosureSEC source: 0001209191-17-003740 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785,366 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $24.60 to $25.63. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 18:55 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 9,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001459 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,366 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $23.55 per share, which represented the closing price of the issuer's Class A Common Stock on December 30, 2016, and does not represent a sale by the reporting person. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 18:10 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $25.26 | $126,290.00 |
DisclosureSEC source: 0001209191-16-155248 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799,845 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $25.15 to $25.40. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 17:45 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $23.59 | $117,950.00 |
DisclosureSEC source: 0001209191-16-150626 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,845 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $23.30 to $23.89. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| October 12, 2016 Filed Oct 13, 2016 18:19 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $22.77 | $113,850.00 |
DisclosureSEC source: 0001209191-16-145837 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,845 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $22.66 to $22.87. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 18:00 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144601 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814,845 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $23.06 per share, which represented the closing price of the issuer's Class A Common Stock on September 30, 2016, and does not represent a sale by the reporting person. Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 16:45 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 5,000 | $22.97 | $114,835.00 |
DisclosureSEC source: 0001209191-16-143340 · doc4.xml · nonDerivative · entry 2 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815,770 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $22.84 to $23.07. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| August 31, 2016 Filed Sep 30, 2016 16:45 UTC | GREEN DOT CORP GDOT · Entity 5163 | GiftClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143340 · doc4.xml · nonDerivative · entry 1 Shifke Mark L · CIK 0001497742 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820,770 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.