Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CURO Group Holdings Corp.CURO · Entity 93750 | CLO & Corporate Secretary | March 14, 2022 | March 16, 2022 |
| PROG Holdings, Inc.PRG · Entity 4688 | General Counsel and Corp Sec | October 31, 2022 | October 31, 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.
CURO Group Holdings Corp.
Report date March 14, 2022 · Filed March 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 166,617 |
Reported balance
After 2022-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-14 · Tax withholding · Disposed 1,673 · Balance 166,617 F1: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. F2: Column 5 reflects the forfeiture of certain performance stock units, the grant of which was previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units.
F2: Column 5 reflects the forfeiture of certain performance stock units, the grant of which was previously reported.
PROG Holdings, Inc.
Report date October 31, 2022 · Filed October 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,351 |
Reported balance
After 2022-10-31 transaction · row 1
1 source rowRow 1 · 2022-10-31 · Purchase · Acquired 618 · Balance 34,351 |
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 |
|---|---|---|---|---|---|---|
| October 31, 2022 Filed Oct 31, 2022 23:05 UTC | PROG Holdings, Inc. PRG · Entity 4688 | PurchaseCommon Stock | 618 | $15.95 | $9,857.10 |
DisclosureSEC source: 0001808834-22-000149 · wf-form4_166725753420661.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · General Counsel and Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,351 Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 13:22 UTC | PROG Holdings, Inc. PRG · Entity 4688 | PurchaseCommon Stock | 1,200 | $19.39 | $23,268.00 |
DisclosureSEC source: 0001808834-22-000137 · wf-form4_165970574216622.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · General Counsel and Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,733 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $19.37 and $19.39 per share. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 15:33 UTC | PROG Holdings, Inc. PRG · Entity 4688 | GrantCommon Stock | 31,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001808834-22-000085 · wf-form4_165418397401696.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · General Counsel and Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,533 F1 · shares: This grant of restricted shares was made in connection with the Reporting Person's appointment as the Issuer's General Counsel and Corporate Secretary. Regarding the vesting of these shares, 13,419 shares are expected to vest on May 31, 2023, 13,419 are expected to vest on May 31, 2024, and 4,854 are expected to vest on May 31, 2025, subject to the grant agreement between the Issuer and the Reporting Person. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 16:55 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 1,673 | $11.69 | $19,557.37 |
DisclosureSEC source: 0001209191-22-019267 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,617 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. F2 · balance_after: Column 5 reflects the forfeiture of certain performance stock units, the grant of which was previously reported. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 21:02 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 58,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009583 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,965 F1 · shares: One-half of RSU award is subject to time-based vesting and 1/2 is subject to performance-based vesting. Time-based RSUs will vest in 3 equal tranches on each of the 1st, 2nd and 3rd anniversaries of the date immediately prior to grant date. Performance-based RSUs will vest based on achievement of relative total shareholder return ("TSR"). The Company's 3-year TSR for period 1/1/22 - 12/31/24 will be measured against TSR of Company's defined peer group for same period. Performance metric will be met, and RSUs will vest, based on percentile achievement as follows, with a target achievement of Company TSR at 50th percentile of peer group TSR: 75% of award will vest if Company achieves 67% of target achievement (= to 33rd percentile) and 125% of award will vest if Company achieves 133% or more of target achievement (= to 67th percentile). The amount of shares that will vest based upon Company achieving between threshold, target and maximum performance levels are linearly interpolated. F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 18:50 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 1,932 | $13.77 | $26,603.64 |
DisclosureSEC source: 0001209191-22-006057 · doc4.xml · nonDerivative · entry 2 Thomas Eugene Vin IV · CIK 0001724478 · CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,847 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 18:50 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 1,746 | $13.77 | $24,042.42 |
DisclosureSEC source: 0001209191-22-006057 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,779 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| March 14, 2021 Filed Mar 16, 2021 19:21 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 1,632 | $15.62 | $25,491.84 |
DisclosureSEC source: 0001209191-21-021128 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,525 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 20:57 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 173 | $16.71 | $2,890.83 |
DisclosureSEC source: 0001209191-21-009105 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,157 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:08 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 2,050 | $14.53 | $29,786.50 |
DisclosureSEC source: 0001209191-21-007019 · doc4.xml · nonDerivative · entry 2 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,330 F3 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:08 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 29,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007019 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,380 F1 · shares: One-half of RSU award is subject to time-based vesting and 1/2 is subject to performance-based vesting. Time-based RSUs will vest in 3 equal tranches on each of the 1st, 2nd and 3rd anniversaries of day immediately prior to grant date. Performance-based RSUs will vest based on achievement of relative total shareholder return ("TSR"). The Company's 3-year TSR for period 1/1/21 - 12/31/23 will be measured against TSR of Company's defined peer group for same period. Performance metric will be met, and RSUs will vest, based on percentile achievement as follows, with a target achievement of Company TSR at 50th percentile of peer group TSR: 75% of award will vest if Company achieves 67% of target achievement (= to 33rd percentile) and 125% of award will vest if Company achieves 133% or more of target achievement (= to 67th percentile). The amount of shares that will vest based upon Company achieving between threshold, target and maximum performance levels are linearly interpolated. F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 07, 2020 Filed Dec 7, 2020 21:08 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 7,859 | $8.44 | $66,329.96 |
DisclosureSEC source: 0001209191-20-062095 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,786 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| March 15, 2020 Filed Mar 18, 2020 21:50 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 1,632 | $5.68 | $9,269.76 |
DisclosureSEC source: 0001209191-20-020158 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,645 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 17:16 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 264 | $10.31 | $2,721.84 |
DisclosureSEC source: 0001209191-20-007580 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,277 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 17:12 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 35,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006092 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,541 F1 · shares: One-half of RSU award is subject to time-based vesting and 1/2 is subject to performance-based vesting. Time-based RSUs will vest in 3 equal tranches on each of the 1st, 2nd and 3rd anniversaries of day immediately prior to grant date. Performance-based RSUs will vest based on achievement of relative total shareholder return ("TSR"). The Company's 3-year TSR for period 1/1/20 - 12/31/22 will be measured against TSR of Company's defined peer group for same period. Performance metric will be met, and RSUs will vest, based on percentile achievement as follows, with a target achievement of Company TSR at 50th percentile of peer group TSR: 75% of award will vest if Company achieves 67% of target achievement (= to 33rd percentile) and 125% of award will vest if Company achieves 133% or more of target achievement (= to 67th percentile). The amount of shares that will vest based upon Company achieving between threshold, target and maximum performance levels are linearly interpolated F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 09, 2019 Filed Dec 10, 2019 17:32 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 13,500 | $13.21 | $178,270.20 |
DisclosureSEC source: 0001209191-19-059922 · doc4.xml · nonDerivative · entry 2 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,907 F2 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.05 to $13.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 17:32 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 12,112 | $12.85 | $155,639.20 |
DisclosureSEC source: 0001209191-19-059922 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,407 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 16:49 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 33,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020322 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,519 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. One-half of the award is subject to time-based vesting and one-half of the award is subject to performance-based vesting. For the restricted stock units subject to time-based vesting, one-sixth of the aggregate restricted stock units will vest on each of the first, second and third anniversaries of the day immediately prior to the grant date. For the restricted stock units subject to performance-based vesting, one-half of the aggregate award will vest on the date that is 36 months after the grant date if the performance metric has been achieved. The performance metric will be met If the Issuer's total shareholder return for the 36-month period is at or above the 50th percentile of the total shareholder return among the Issuer's peer group (determined by the Issuer) for the stated period. F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 20:39 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 380 | $11.80 | $4,484.00 |
DisclosureSEC source: 0001209191-19-008331 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,170 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 19:39 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 12,097 | $12.17 | $147,220.49 |
DisclosureSEC source: 0001209191-18-062114 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,550 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 19:40 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 12,097 | $12.17 | $147,220.49 |
DisclosureSEC source: 0001209191-18-062115 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,550 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 19:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 1,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-005661 · doc1.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,647 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units vest in three equal installments on each of December 31, 2018, 2019 and 2020. Read SEC document |
| February 05, 2018 Filed Feb 7, 2019 20:45 UTC Amendment | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 1,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008337 · doc4a.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · Secretary & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,647 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units vest in three equal installments on each of February 5, 2019, 2020 and 2021. F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 20:15 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | PurchaseCommon Stock | 1,500 | $14.00 | $21,000.00 |
DisclosureSEC source: 0000899243-17-028649 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,825 Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 21:19 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 80,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-028336 · doc4.xml · nonDerivative · entry 1 Thomas Eugene Vin IV · CIK 0001724478 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,325 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock units vest in three equal installments on each of December 7, 2018, 2019 and 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.