Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CorMedix Inc.CRMD · Entity 5280 | Director | May 30, 2017 | June 01, 2017 |
| PACIFIC PREMIER BANCORP INCPPBI · Entity 75856 | Director | March 15, 2022 | March 17, 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.
CorMedix Inc.
Report date May 30, 2017 · Filed June 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 182,371 |
Reported balance
After 2017-05-30 transaction · row 1
1 source rowRow 1 · 2017-05-30 · Purchase · Acquired 7,550 · Balance 182,371 F1: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $2.24 · Expires 2027-02-21 | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 40,000 F2: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $2.05 · Expires 2024-04-03 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 30,000 F5: The options vest 1/3 on the date of grant, 1/3 on the first anniversary of the date of grant, and 1/3 on the second anniversary of the date of grant. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $5.62 · Expires 2025-03-01 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 50,000 F2: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $1.91 · Expires 2026-02-21 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 100,000 F2: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,714 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 20,714 F3: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 3,472 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,472 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,143 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,143 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,205 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 4,205 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,873 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,873 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,371 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,371 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,868 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,868 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 3,645 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 3,645 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,104 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 4,104 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,767 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 2,767 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,335 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 4,335 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 15,306 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 15,306 F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016.
F2: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board.
F3: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board.
F4: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in common stock on the tenth business day of January of the year following the reporting person's termination of service as a director.
F5: The options vest 1/3 on the date of grant, 1/3 on the first anniversary of the date of grant, and 1/3 on the second anniversary of the date of grant.
PACIFIC PREMIER BANCORP INC
Report date March 15, 2022 · Filed March 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PPBI Common StockSEC Table I · non-derivative | Direct | 25,432 |
Reported balance
After 2022-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-15 · Grant · Acquired 2,031 · Balance 25,432 F1: Restricted Stock which vests in full on the first anniversary of the date of grant. F2: Includes 2,031 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock which vests in full on the first anniversary of the date of grant.
F2: Includes 2,031 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HMS HOLDINGS CORP
Report date March 31, 2021 · Filed April 01, 2021
Section 16 reporting ended · disclosed 2021-04-01. 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 |
Ending reported balance
After 2021-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-31 · Grant · Acquired 821 · Balance 75,358 F1: Represents deferred stock units acquired under the Issuer's Director Deffered Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retaining fees for Board services, which are payable in shares of the Issuer's common stock. Row 2 · 2021-04-01 · Disposition to issuer · Disposed 75,358 · Balance 0 F2: On April 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of December 20, 2020 (the "Merger Agreement"), by and among the Issuer, Gainwell Acquisition Corp. ("Gainwell"), Mustang Merger Sub, Inc. ("Merger Sub") and Gainwell Intermediate Holding Corp., Merger Sub merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of IRC (the "Merger"). Upon consummation of the Merger (the "Effective Time"), each share of common stock of the Issuer was cancelled and converted into the right to receive $37.00 per share in cash (the "Per Share Merger Consideration"). In addition, each unvested restricted stock unit automatically vested and was converted in the right to receive the Per Share Merger Consideration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.20 · Expires 2022-11-10 | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-04-01 · Disposition to issuer · Disposed 100 · Balance 0 F3: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.19 · Expires 2028-05-23 | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-04-01 · Disposition to issuer · Disposed 5,367 · Balance 0 F3: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.71 · Expires 2030-05-27 | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-04-01 · Disposition to issuer · Disposed 4,384 · Balance 0 F3: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.57 · Expires 2029-05-22 | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-04-01 · Disposition to issuer · Disposed 4,178 · Balance 0 F3: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units acquired under the Issuer's Director Deffered Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retaining fees for Board services, which are payable in shares of the Issuer's common stock.
F2: On April 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of December 20, 2020 (the "Merger Agreement"), by and among the Issuer, Gainwell Acquisition Corp. ("Gainwell"), Mustang Merger Sub, Inc. ("Merger Sub") and Gainwell Intermediate Holding Corp., Merger Sub merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of IRC (the "Merger"). Upon consummation of the Merger (the "Effective Time"), each share of common stock of the Issuer was cancelled and converted into the right to receive $37.00 per share in cash (the "Per Share Merger Consideration"). In addition, each unvested restricted stock unit automatically vested and was converted in the right to receive the Per Share Merger Consideration.
F3: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 20:28 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-22-000079 · wf-form4_164756326629058.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,432 F1 · shares: Restricted Stock which vests in full on the first anniversary of the date of grant. F2 · balance_after: Includes 2,031 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:24 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Disposition to issuerStock Option (Right to Buy) · Derivative | 4,178 | Not disclosed Strike: $31.57 | Not disclosed |
DisclosureSEC source: 0001104659-21-045711 · tm2111522-16_4seq1.xml · derivative · entry 6 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,178 shares Expires 2029-05-22 F3 · price: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. F3 · derivative.exercise_date: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:24 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Disposition to issuerStock Option (Right to Buy) · Derivative | 4,384 | Not disclosed Strike: $30.71 | Not disclosed |
DisclosureSEC source: 0001104659-21-045711 · tm2111522-16_4seq1.xml · derivative · entry 5 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,384 shares Expires 2030-05-27 F3 · price: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. F3 · derivative.exercise_date: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:24 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,367 | Not disclosed Strike: $21.19 | Not disclosed |
DisclosureSEC source: 0001104659-21-045711 · tm2111522-16_4seq1.xml · derivative · entry 4 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,367 shares Expires 2028-05-23 F3 · price: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. F3 · derivative.exercise_date: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:24 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Disposition to issuerStock Option (Right to Buy) · Derivative | 100 | Not disclosed Strike: $11.20 | Not disclosed |
DisclosureSEC source: 0001104659-21-045711 · tm2111522-16_4seq1.xml · derivative · entry 3 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100 shares Expires 2022-11-10 F3 · price: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. F3 · derivative.exercise_date: Pursuant to the procedures set forth in the Merger Agreement, immediately prior to the Effective Time, each option to purchase shares of Common Stock with a per share exercise price that is less than the Per Share Merger Consideration that is outstanding and unexercised, was cancelled and converted into the right to receive a cash payment equal to the product of (x) the Per Share Merger Consideration, net of the applicable per share exercise price and (y) the aggregate number of shares of Common Stock subject to the option, less applicable withholding taxes or other amounts required by law. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:24 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Disposition to issuerCommon Stock | 75,358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-045711 · tm2111522-16_4seq1.xml · nonDerivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: On April 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of December 20, 2020 (the "Merger Agreement"), by and among the Issuer, Gainwell Acquisition Corp. ("Gainwell"), Mustang Merger Sub, Inc. ("Merger Sub") and Gainwell Intermediate Holding Corp., Merger Sub merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of IRC (the "Merger"). Upon consummation of the Merger (the "Effective Time"), each share of common stock of the Issuer was cancelled and converted into the right to receive $37.00 per share in cash (the "Per Share Merger Consideration"). In addition, each unvested restricted stock unit automatically vested and was converted in the right to receive the Per Share Merger Consideration. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 17:24 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 821 | $36.98 | $30,360.58 |
DisclosureSEC source: 0001104659-21-045711 · tm2111522-16_4seq1.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,358 F1 · shares: Represents deferred stock units acquired under the Issuer's Director Deffered Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retaining fees for Board services, which are payable in shares of the Issuer's common stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:39 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 1,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-21-000093 · wf-form4_161602077637029.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,401 F1 · shares: Restricted Stock which vests in full on the first anniversary of the date of grant. F2 · balance_after: Includes 4,948 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 18:50 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,207 | $36.75 | $44,357.25 |
DisclosureSEC source: 0001225208-21-000109 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,537 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 16:54 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,258 | $23.95 | $30,129.10 |
DisclosureSEC source: 0001225208-20-012000 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,330 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 14:53 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 884 | $32.39 | $28,632.76 |
DisclosureSEC source: 0001225208-20-009463 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,072 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| May 27, 2020 Filed May 28, 2020 16:20 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantNonqualified Stock Option (Right to Buy) · Derivative | 4,384 | $0.00 Strike: $30.71 | $0.00 |
DisclosureSEC source: 0001225208-20-008314 · doc4.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,384 Underlying: Common Stock · 4,384 shares Expires 2030-05-27 F2 · derivative.exercise_date: The option vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2021 annual meeting of stockholders. Read SEC document |
| May 27, 2020 Filed May 28, 2020 16:20 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 4,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008314 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,188 F1 · shares: Represents restricted stock units (RSUs) payable in an equal number of shares of the Issuer's common stock. The RSUs vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2021 annual meeting of stockholders. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 16:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,133 | $25.27 | $28,630.91 |
DisclosureSEC source: 0001225208-20-005755 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,804 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:11 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 3,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-20-000104 · wf-form4_158586549743689.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,956 F1 · shares: Restricted Stock which vests in full on the first anniversary of the date of grant. F2 · balance_after: Includes 3,503 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 16:08 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,035 | $29.60 | $30,636.00 |
DisclosureSEC source: 0001225208-20-000033 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,671 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| September 30, 2019 Filed Oct 10, 2019 16:06 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 859 | $34.47 | $29,609.73 |
DisclosureSEC source: 0001225208-19-013310 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,869 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| June 30, 2019 Filed Dec 10, 2019 17:32 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 767 | $32.39 | $24,843.13 |
DisclosureSEC source: 0001225208-19-015589 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,777 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. F2 · balance_after: The amount of securities beneficially owned as of 12/10/19 is 64,636. Read SEC document |
| May 22, 2019 Filed May 23, 2019 17:52 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantNonqualified Stock Option (Right to Buy) · Derivative | 4,178 | $0.00 Strike: $31.57 | $0.00 |
DisclosureSEC source: 0001225208-19-008504 · doc4.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178 Underlying: Common Stock · 4,178 shares Expires 2029-05-22 F2 · derivative.exercise_date: The option vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2020 annual meeting of stockholders. Read SEC document |
| May 22, 2019 Filed May 23, 2019 17:52 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 4,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008504 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,010 F1 · shares: Represents restricted stock units (RSUs) payable in an equal number of shares of the Issuer's common stock. The RSUs vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2020 annual meeting of stockholders. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 16:22 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 823 | $29.61 | $24,369.03 |
DisclosureSEC source: 0001225208-19-006122 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,832 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:36 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 2,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-19-000039 · wf-form4_155173539758014.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,453 F1 · shares: Restricted Stock which vests in full on the first anniversary of the date of grant. F2 · balance_after: Includes 2,539 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 13:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 529 | $29.96 | $15,848.84 |
DisclosureSEC source: 0001028918-19-000016 · wf-form4_154930477139001.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,443 F1 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,875 for the fourth quarter of 2018. F2 · shares: Restricted stock which vests in full on March 31, 2019. F3 · balance_after: Includes 1,956 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 16:39 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,061 | $28.13 | $29,845.93 |
DisclosureSEC source: 0001225208-19-000415 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,009 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 17:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 3,023 | $0.00 Strike: $16.54 | $0.00 |
DisclosureSEC source: 0001225208-18-016306 · doc4.xml · derivative · entry 6 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,023 shares Expires 2026-11-11 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. F4 · derivative.exercise_date: The option vested in four equal installments on December 31, 2016, March 31, 2017, June 30, 2017 and September 30, 2017. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 17:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 6,743 | $0.00 Strike: $17.45 | $0.00 |
DisclosureSEC source: 0001225208-18-016306 · doc4.xml · derivative · entry 5 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,743 shares Expires 2027-08-21 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. F3 · derivative.exercise_date: The option vested in full on May 23, 2018. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 17:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | SaleCommon Stock | 9,466 | $35.38 | $334,870.16 |
DisclosureSEC source: 0001225208-18-016306 · doc4.xml · nonDerivative · entry 4 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,948 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.07 to $35.97, inclusive. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 17:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | SaleCommon Stock | 300 | $36.27 | $10,880.49 |
DisclosureSEC source: 0001225208-18-016306 · doc4.xml · nonDerivative · entry 3 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,414 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.215 to $36.30, inclusive. The reporting person undertakes to provide to HMS Holdings Corp., any security holder of HMS Holdings Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 17:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 3,023 | $16.54 | $50,000.42 |
DisclosureSEC source: 0001225208-18-016306 · doc4.xml · nonDerivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,714 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. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 17:12 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 6,743 | $17.45 | $117,665.35 |
DisclosureSEC source: 0001225208-18-016306 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,691 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. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 3,530 | $0.00 Strike: $21.36 | $0.00 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · derivative · entry 11 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,530 shares Expires 2020-11-14 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. F6 · derivative.exercise_date: The option vested in four equal installments on December 31, 2013, March 31, 2014, June 30, 2014 and September 30, 2014. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 717 | $0.00 Strike: $16.54 | $0.00 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · derivative · entry 10 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,023 Underlying: Common Stock · 717 shares Expires 2026-11-11 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. F5 · derivative.exercise_date: The option vested in four equal installments on December 31, 2016, March 31, 2017, June 30, 2017 and September 30, 2017. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 3,422 | $0.00 Strike: $21.63 | $0.00 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · derivative · entry 9 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,422 shares Expires 2021-11-11 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. F4 · derivative.exercise_date: The option vested in four equal installments on December 31, 2014, March 31, 2015, June 30, 2015 and September 30, 2015. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 8,249 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · derivative · entry 8 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Underlying: Common Stock · 8,249 shares Expires 2022-11-10 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. F3 · derivative.exercise_date: The option vested in four equal installments on December 31, 2015, March 31, 2016, June 30, 2016 and September 30, 2016. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionNonqualified Stock Option (Right to Buy) · Derivative | 2,684 | $0.00 Strike: $27.86 | $0.00 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · derivative · entry 7 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,684 shares Expires 2019-10-14 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. F2 · derivative.exercise_date: The option vested in four equal installments on December 31, 2012, March 31, 2013, June 30, 2013 and September 30, 2013. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | SaleCommon Stock | 18,602 | $35.70 | $664,119.30 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · nonDerivative · entry 6 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,948 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.18 to $36.13, inclusive. The reporting person undertakes to provide to HMS Holdings Corp., any security holder of HMS Holdings Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 717 | $16.54 | $11,859.18 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · nonDerivative · entry 5 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,550 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. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 2,684 | $27.86 | $74,776.24 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · nonDerivative · entry 4 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,833 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. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 3,422 | $21.63 | $74,017.86 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · nonDerivative · entry 3 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,149 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. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 3,530 | $21.36 | $75,400.80 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · nonDerivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,727 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. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 19:42 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | Exercise / conversionCommon Stock | 8,249 | $11.20 | $92,388.80 |
DisclosureSEC source: 0001225208-18-016039 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,197 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. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:00 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 436 | $36.41 | $15,874.76 |
DisclosureSEC source: 0001028918-18-000191 · wf-form4_153861483920868.xml · nonDerivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,914 F3 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,875 for the third quarter of 2018. F4 · shares: Restricted stock which vests in full on December 31, 2018. F5 · balance_after: Includes 1,863 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 16:35 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 663 | $32.81 | $21,753.03 |
DisclosureSEC source: 0001225208-18-013921 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,948 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| July 01, 2018 Filed Oct 3, 2018 21:00 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 416 | $38.15 | $15,870.40 |
DisclosureSEC source: 0001028918-18-000191 · wf-form4_153861483920868.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,478 F1 · shares: Restricted stock issued to the reporting person on July 1, 2018 in lieu of meeting fees of $17,875 for second the quarter of 2018, which vested in full on September 30, 2018. F2 · balance_after: Includes 1,427 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 16:23 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,006 | $21.62 | $21,749.72 |
DisclosureSEC source: 0001225208-18-011333 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,285 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| May 23, 2018 Filed May 25, 2018 16:25 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantNonqualified Stock Option (Right to Buy) · Derivative | 5,367 | $0.00 Strike: $21.19 | $0.00 |
DisclosureSEC source: 0001225208-18-009876 · doc4.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,367 Underlying: Common Stock · 5,367 shares Expires 2028-05-23 F2 · derivative.exercise_date: The option vests in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2019 annual meeting of stockholders. Read SEC document |
| May 23, 2018 Filed May 25, 2018 16:25 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 5,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009876 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,279 F1 · shares: Represents restricted stock units (RSUs) payable in an equal number of shares of the Issuer's common stock. The RSUs vest in full on the earlier of (1) the first anniversary of the grant date or (2) the date of the Issuer's 2019 annual meeting of stockholders. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 19:31 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 388 | $40.20 | $15,597.60 |
DisclosureSEC source: 0001028918-18-000095 · wf-form4_152288467374719.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,062 F1 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,625. F2 · shares: Restricted stock which vests in full on June 30, 2018. F3 · balance_after: Includes 1,815 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 16:02 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,292 | $16.84 | $21,757.28 |
DisclosureSEC source: 0001225208-18-007139 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,911 F1 · shares: Represents deferred stock units 1) acquired under the Issuer's Director Deferred Compensation Plan in lieu of all or a portion of the Reporting Person's quarterly cash retainer fees for Board services and 2) payable in shares of the Issuer's common stock. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:44 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 1,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-18-000057 · wf-form4_152004503650928.xml · nonDerivative · entry 3 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,674 F4 · shares: Restricted Stock which vests in full on the first anniversary of the date of grant. F5 · balance_after: Includes 1,817 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. 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.