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 |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Jan 3, 2018 20:38 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 390 | $40.00 | $15,600.00 |
DisclosureSEC source: 0001028918-18-000004 · wf-form4_151502987483553.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,381 F1 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,625.00. F2 · shares: Restricted stock which vests in full on March 31, 2018. F3 · balance_after: Includes 1,638 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, 2017 Filed Jan 3, 2018 17:32 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,755 | $16.95 | $29,747.25 |
DisclosureSEC source: 0001225208-18-000422 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,569 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, 2017 Filed Oct 2, 2017 16:50 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,297 | $19.86 | $25,758.42 |
DisclosureSEC source: 0001225208-17-015607 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,814 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, 2017 Filed Oct 3, 2017 21:25 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 413 | $37.75 | $15,590.75 |
DisclosureSEC source: 0001028918-17-000218 · wf-form4_150708030016098.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,991 F1 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,625.00. F2 · shares: Restricted Stock which vests in full on December 31, 2017. F3 · balance_after: Includes 1,661 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 |
| August 21, 2017 Filed Aug 22, 2017 18:05 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantNonqualified Stock Option (Right to Buy) · Derivative | 6,743 | $0.00 Strike: $17.45 | $0.00 |
DisclosureSEC source: 0001225208-17-014262 · doc4.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,743 Underlying: Common Stock · 6,743 shares Expires 2027-08-21 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 2018 annual meeting of stockholders. Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 18:05 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 6,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014262 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,517 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 2018 annual meeting of stockholders. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:16 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,176 | $18.50 | $21,756.00 |
DisclosureSEC source: 0001225208-17-012187 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,774 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, 2017 Filed Mar 2, 2018 21:44 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-18-000057 · wf-form4_152004503650928.xml · nonDerivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,247 F1 · date: This is a late filing; pursuant to the General Instructions of Form 4, a Form 4 relating to each such transaction should have been filed within two business days following the date of such transactions. F3 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,625.00. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:20 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 7,550 | $0.42 | $3,133.25 |
DisclosureSEC source: 0001354488-17-000570 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,371 F1 · shares: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:21 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 50,000 | $0.48 | $24,000.00 |
DisclosureSEC source: 0001354488-17-000518 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,821 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:21 UTC | CorMedix Inc. CRMD · Entity 5280 | GrantPhantom Stock · Derivative | 15,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001354488-17-000518 · issuerdirect_section16.xml · derivative · entry 17 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,306 Underlying: Common Stock · 15,306 shares Expires not disclosed F3 · derivative.exercise_price: 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. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:06 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 4,800 | $0.66 | $3,156.00 |
DisclosureSEC source: 0001354488-17-000471 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,821 F1 · shares: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 18:45 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,070 | $20.33 | $21,753.10 |
DisclosureSEC source: 0001225208-17-007549 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,598 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, 2017 Filed Mar 2, 2018 21:44 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-18-000057 · wf-form4_152004503650928.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,829 F1 · date: This is a late filing; pursuant to the General Instructions of Form 4, a Form 4 relating to each such transaction should have been filed within two business days following the date of such transactions. F2 · shares: Shares issued to the reporting person in lieu of meeting fees of $15,625.00. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 20:01 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 1,950 | $1.66 | $3,237.00 |
DisclosureSEC source: 0001354488-17-000450 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,021 F1 · shares: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:01 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 1,540 | $2.10 | $3,230.77 |
DisclosureSEC source: 0001354488-17-000350 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,071 F1 · shares: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:07 UTC | CorMedix Inc. CRMD · Entity 5280 | GrantRestricted Stock Units · Derivative | 20,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001354488-17-000312 · issuerdirect_section16.xml · derivative · entry 3 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,714 Underlying: Common Stock · 20,714 shares Expires not disclosed F2 · derivative.exercise_price: 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. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:07 UTC | CorMedix Inc. CRMD · Entity 5280 | GrantStock Option (Right to Buy Common Stock) · Derivative | 40,000 | $0.00 Strike: $2.24 | $0.00 |
DisclosureSEC source: 0001354488-17-000312 · issuerdirect_section16.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2027-02-21 F1 · derivative.exercise_date: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 21:01 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchasePhantom Stock · Derivative | 3,472 | $7,500.00 Strike: $0.00 | $26,040,000.00 |
DisclosureSEC source: 0001354488-17-000267 · issuerdirect_section16.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472 Underlying: Common Stock · 3,472 shares Expires not disclosed F1 · security: 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. F1 · derivative.exercise_price: 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. F2 · shares: These shares were credited automatically to the reporting person's account pursuant to the reporting person's election to defer the receipt of cash compensation for directors' fees. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:39 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 1,780 | $1.79 | $3,183.17 |
DisclosureSEC source: 0001354488-17-000193 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,531 F1 · shares: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 1,248 | $40.05 | $49,982.40 |
DisclosureSEC source: 0001028918-17-000038 · wf-form4_148582805367902.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,578 F1 · shares: Restricted Stock which vests in full on the first anniversary of the date of grant. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 21:01 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 1,990 | $1.58 | $3,144.20 |
DisclosureSEC source: 0001354488-17-000009 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,751 F1 · shares: The purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 17:08 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 1,155 | $18.16 | $20,974.80 |
DisclosureSEC source: 0001225208-17-000128 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,528 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 |
| November 30, 2016 Filed Dec 2, 2016 21:24 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 1,800 | $1.80 | $3,240.00 |
DisclosureSEC source: 0001354488-16-008619 · issuerdirect_section16.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,761 F1 · shares: This purchase was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:05 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock · Derivative | 4,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001354488-16-008519 · issuerdirect_section16.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,143 Underlying: Common Stock · 4,143 shares Expires not disclosed F1 · derivative.exercise_price: 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. F2 · shares: These shares were credited automatically to the reporting person's account pursuant to the reporting person's election to defer the receipt of cash compensation for directors' fees. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 18:19 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantNonqualified Stock Option (Right to Buy) · Derivative | 3,740 | $0.00 Strike: $16.54 | $0.00 |
DisclosureSEC source: 0001225208-16-041724 · doc4.xml · derivative · entry 2 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,740 Underlying: Common Stock · 3,740 shares Expires 2026-11-11 F2 · derivative.exercise_date: The option vests 25% a quarter over four calendar quarters, with the first 25% vesting on December 31 of the year of grant and 25% vesting on the last day of each subsequent quarter. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 18:19 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 3,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041724 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,373 F1 · shares: Represents restricted stock units (RSUs) payable in an equal number of shares of the Issuer's common stock. The RSUs vest 25% a quarter over four calendar quarters, with the first 25% vesting on December 31 of the year of grant and 25% vesting on the last day of each subsequent quarter. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 20:01 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 1,475 | $2.15 | $3,171.25 |
DisclosureSEC source: 0001638599-16-001480 · doc4_4274.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,961 F1 · shares: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on August 19, 2016. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:50 UTC | HMS HOLDINGS CORP HMSY · Entity 140668 | GrantCommon Stock | 897 | $22.17 | $19,886.49 |
DisclosureSEC source: 0001225208-16-040088 · doc4.xml · nonDerivative · entry 1 TELLEZ CORA M · CIK 0001189703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,633 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.