Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Priority Technology Holdings, Inc.PRTH · Entity 5566 | Chief Financial Officer | December 03, 2021 | December 07, 2021 |
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.
Priority Technology Holdings, Inc.
Report date December 03, 2021 · Filed December 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 228,749 |
Ending reported balance
After 2021-12-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-03 · Exercise / conversion · Acquired 123,927 · Balance 284,640 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2021-12-03 · Disposition to issuer · Disposed 55,891 · Balance 228,749 F2: Shares withheld to satisfy tax obligations. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 70,357 |
Reported balance
After 2021-12-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-12-03 · Exercise / conversion · Disposed 123,927 · Balance 70,357 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: On December 3, 2020, an additional 140,713 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2021 and 50% on December 3, 2022 subject to the Reporting Person's continued employment with the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 184,686 |
Reported balance
After 2021-12-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-12-03 · Grant · Acquired 114,329 · Balance 184,686 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4: On December 3, 2021, an additional 114,329 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2022 and 50% on December 3, 2023 subject to the Reporting Person's continued employment with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Shares withheld to satisfy tax obligations.
F3: On December 3, 2020, an additional 140,713 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2021 and 50% on December 3, 2022 subject to the Reporting Person's continued employment with the Issuer.
F4: On December 3, 2021, an additional 114,329 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2022 and 50% on December 3, 2023 subject to the Reporting Person's continued employment with the Issuer.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 03, 2021 Filed Dec 7, 2021 21:53 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 114,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000145 · wf-form4_163891396364528.xml · derivative · entry 4 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,686 Underlying: Common Stock · 114,329 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: On December 3, 2021, an additional 114,329 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2022 and 50% on December 3, 2023 subject to the Reporting Person's continued employment with the Issuer. F4 · derivative.expiration_date: On December 3, 2021, an additional 114,329 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2022 and 50% on December 3, 2023 subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 21:53 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 123,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000145 · wf-form4_163891396364528.xml · derivative · entry 3 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,357 Underlying: Common Stock · 123,927 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: On December 3, 2020, an additional 140,713 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2021 and 50% on December 3, 2022 subject to the Reporting Person's continued employment with the Issuer. F3 · derivative.expiration_date: On December 3, 2020, an additional 140,713 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2021 and 50% on December 3, 2022 subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 21:53 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Disposition to issuerCommon Stock | 55,891 | $6.56 | $366,644.96 |
DisclosureSEC source: 0001653558-21-000145 · wf-form4_163891396364528.xml · nonDerivative · entry 2 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,749 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 21:53 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 123,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000145 · wf-form4_163891396364528.xml · nonDerivative · entry 1 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,640 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 22:06 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 140,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000181 · wf-form4_160711957773296.xml · derivative · entry 3 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,284 Underlying: Common Stock · 140,713 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: On December 3, 2020, an additional 140,713 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2021 and 50% on December 3, 2022 subject to the Reporting Person's continued employment with the Issuer. F4 · derivative.expiration_date: On December 3, 2020, an additional 140,713 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2021 and 50% on December 3, 2022 subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 22:06 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 107,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000181 · wf-form4_160711957773296.xml · derivative · entry 2 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,571 Underlying: Common Stock · 107,142 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On December 20, 2018, the Reporting Person was granted 107,143 restricted stock units which vest 50% on December 3, 2019 and 50% on December 3, 2020 subject to the Reporting Person's continued employment with the Issuer. Under this grant agreement, the Reporting Person is eligible to receive additional restricted stock units on December 3 of each of the years 2019, 2020, 2021 and 2022, subject to the Issuer's approval and the Reporting Person's continued employment with the Issuer. F3 · derivative.exercise_date: On February 19, 2020, an additional 107,142 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2020 and 50% on December 3, 2021 subject to the Reporting Person's continued employment with the Issuer. F2 · derivative.expiration_date: On December 20, 2018, the Reporting Person was granted 107,143 restricted stock units which vest 50% on December 3, 2019 and 50% on December 3, 2020 subject to the Reporting Person's continued employment with the Issuer. Under this grant agreement, the Reporting Person is eligible to receive additional restricted stock units on December 3 of each of the years 2019, 2020, 2021 and 2022, subject to the Issuer's approval and the Reporting Person's continued employment with the Issuer. F3 · derivative.expiration_date: On February 19, 2020, an additional 107,142 restricted stock units were approved by the Issuer under the December 20, 2018 grant agreement for the Reporting Person which vest 50% on December 3, 2020 and 50% on December 3, 2021 subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 22:06 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 107,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000181 · wf-form4_160711957773296.xml · nonDerivative · entry 1 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,713 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 17:39 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 107,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000007 · wf-form4_158230675039496.xml · derivative · entry 1 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,713 Underlying: Common Stock · 107,142 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Subject to the Reporting Person's continued employment with the Issuer, the restricted stock units vest 50% on December 3, 2020 and 50% on December 3, 2021. F2 · derivative.expiration_date: Subject to the Reporting Person's continued employment with the Issuer, the restricted stock units vest 50% on December 3, 2020 and 50% on December 3, 2021. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:04 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 53,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-19-000021 · wf-form4_157557987891873.xml · derivative · entry 2 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,571 Underlying: Common Stock · 53,571 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On December 20, 2018, the Reporting Person was granted 107,143 restricted stock units which vest 50% on December 3, 2019 and 50% on December 2, 2020 subject to the Reporting Person's continued employment with the Issuer. F2 · derivative.expiration_date: On December 20, 2018, the Reporting Person was granted 107,143 restricted stock units which vest 50% on December 3, 2019 and 50% on December 2, 2020 subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:04 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 53,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-19-000021 · wf-form4_157557987891873.xml · nonDerivative · entry 1 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,571 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 20, 2018 Filed Feb 20, 2019 02:36 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 107,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001615774-19-002729 · s116218_form4.xml · derivative · entry 1 VOLLKOMMER MICHAEL T · CIK 0001186483 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,143 Underlying: Common Stock · 107,143 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Subject to the Reporting Person's continued employment with the Issuer, the restricted stock units vest 50% on December 3, 2019 and 50% on December 3, 2020. F2 · derivative.expiration_date: Subject to the Reporting Person's continued employment with the Issuer, the restricted stock units vest 50% on December 3, 2019 and 50% on December 3, 2020. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.