Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EZCORP INCEZPW · Entity 4528 | President, Mexico Pawn | October 13, 2021 | October 14, 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.
EZCORP INC
Report date October 13, 2021 · Filed October 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 206,049 |
Reported balance
After 2021-10-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-10-13 · Grant · Acquired 39,630 · Balance 206,049 F1: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3: Closing market value on September 30, 2021. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2: The units vest in whole or in part on September 30, 2024, subject to the attainment of specified performance goals. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting.
F2: The units vest in whole or in part on September 30, 2024, subject to the attainment of specified performance goals.
F3: Closing market value on September 30, 2021. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 13, 2021 Filed Oct 14, 2021 14:11 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 39,630 | $7.57 | $299,999.10 |
DisclosureSEC source: 0001687194-21-000006 · wf-form4_163422068455895.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · President, Mexico Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,049 Underlying: Class A Non-Voting Common Stock · 39,630 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on September 30, 2021. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2 · derivative.exercise_date: The units vest in whole or in part on September 30, 2024, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The units vest in whole or in part on September 30, 2024, subject to the attainment of specified performance goals. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 13:16 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 79,522 | $5.03 | $399,995.66 |
DisclosureSEC source: 0001687194-21-000004 · wf-form4_161417259613260.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,419 Underlying: Class A Non-Voting Common Stock · 79,522 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on September 30, 2020. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2 · derivative.exercise_date: The units vest in whole or in part on September 30, 2023, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The units vest in whole or in part on September 30, 2023, subject to the attainment of specified performance goals. Read SEC document |
| January 19, 2021 Filed Jan 19, 2021 19:31 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 61,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001687194-21-000002 · wf-form4_161108468195805.xml · derivative · entry 2 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,897 Underlying: Class A Non-Voting Common Stock · 61,919 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · derivative.exercise_date: The units vest in whole or in part on September 30, 2022, subject to the attainment of specified performance goals. F3 · derivative.expiration_date: The units vest in whole or in part on September 30, 2022, subject to the attainment of specified performance goals. Read SEC document |
| January 18, 2021 Filed Jan 19, 2021 19:31 UTC | EZCORP INC EZPW · Entity 4528 | OtherRestricted Stock Units · Derivative | 4,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001687194-21-000002 · wf-form4_161108468195805.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,978 Underlying: Class A Non-Voting Common Stock · 4,996 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: These units were forfeited on January 18, 2021 due to failure to achieve performance goals. F2 · derivative.expiration_date: These units were forfeited on January 18, 2021 due to failure to achieve performance goals. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 14:06 UTC | EZCORP INC EZPW · Entity 4528 | OtherRestricted Stock Units · Derivative | 5,789 | $0.00 Strike: $4.98 | $0.00 |
DisclosureSEC source: 0001687194-20-000002 · wf-form4_160821400225995.xml · derivative · entry 4 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,974 Underlying: Class A Non-Voting Common Stock · 5,789 shares Expires 2020-12-14 F3 · shares: These units were forfeited on December 14, 2020 due to failure to achieve performance goals. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 14:06 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 28,948 | $4.98 Strike: $4.98 | $144,161.04 |
DisclosureSEC source: 0001687194-20-000002 · wf-form4_160821400225995.xml · derivative · entry 3 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,763 Underlying: Class A Non-Voting Common Stock · 28,948 shares Expires 2020-12-14 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. F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 14:06 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 10,026 | $4.98 | $49,929.48 |
DisclosureSEC source: 0001687194-20-000002 · wf-form4_160821400225995.xml · nonDerivative · entry 2 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,655 F2 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 14:06 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 28,948 | $4.98 | $144,161.04 |
DisclosureSEC source: 0001687194-20-000002 · wf-form4_160821400225995.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,681 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 05, 2019 Filed Dec 16, 2019 15:15 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 25,447 | $5.19 Strike: $5.19 | $132,069.93 |
DisclosureSEC source: 0001687194-19-000002 · wf-form4_157650930600569.xml · derivative · entry 3 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,711 Underlying: Class A Non-Voting Common Stock · 25,447 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. F3 · derivative.exercise_date: The units vested on December 5, 2019 after specified performance goals were achieved. F3 · derivative.expiration_date: The units vested on December 5, 2019 after specified performance goals were achieved. Read SEC document |
| December 05, 2019 Filed Dec 16, 2019 15:15 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 8,803 | $5.19 | $45,687.57 |
DisclosureSEC source: 0001687194-19-000002 · wf-form4_157650930600569.xml · nonDerivative · entry 2 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,733 F2 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. Read SEC document |
| December 05, 2019 Filed Dec 16, 2019 15:15 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 25,447 | $5.19 | $132,069.93 |
DisclosureSEC source: 0001687194-19-000002 · wf-form4_157650930600569.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · President, Latin America Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,536 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 19:51 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 4,640 | $10.14 | $47,049.60 |
DisclosureSEC source: 0001209191-19-009222 · doc4.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,089 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 17:33 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 29,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062181 · doc4.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,158 Underlying: Class A Non-Voting Common Stock · 29,974 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The units vest, in whole or in part, on September 30, 2021, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The units vest, in whole or in part, on September 30, 2021, subject to the attainment of specified performance goals. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | OtherRestricted Stock Units · Derivative | 9,814 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · derivative · entry 7 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,184 Underlying: Class A Non-Voting Common Stock · 9,814 shares Expires not disclosed F4 · kind: These units were forfeited on November 13, 2018 due to failure to achieve performance goals. F3 · derivative.exercise_date: The units vested on November 13, 2018 after specified performance goals were achieved. F3 · derivative.expiration_date: The units vested on November 13, 2018 after specified performance goals were achieved. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 9,700 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · derivative · entry 6 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,998 Underlying: Class A Non-Voting Common Stock · 9,700 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The units vested on November 13, 2018 after specified performance goals were achieved. F3 · derivative.expiration_date: The units vested on November 13, 2018 after specified performance goals were achieved. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 39,256 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · derivative · entry 5 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,698 Underlying: Class A Non-Voting Common Stock · 39,256 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The units vested on November 13, 2018 after specified performance goals were achieved. F3 · derivative.expiration_date: The units vested on November 13, 2018 after specified performance goals were achieved. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 3,386 | $9.12 | $30,880.32 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · nonDerivative · entry 4 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,729 F2 · kind: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 13,701 | $9.12 | $124,953.12 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · nonDerivative · entry 3 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,115 F2 · kind: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 9,700 | $9.12 | $88,464.00 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · nonDerivative · entry 2 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,816 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:57 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 39,256 | $9.12 | $358,014.72 |
DisclosureSEC source: 0001209191-18-058677 · doc4.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,116 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 23, 2018 Filed Aug 30, 2018 19:17 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 2,000 | $11.37 | $22,740.00 |
DisclosureSEC source: 0001209191-18-048910 · doc4.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,860 F1 · balance_after: The Total Non-Derivative Securities Beneficially Owned does not include 118,954 Derivative Securities currently held by Reporting Person. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 16:00 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 34,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065568 · doc4.xml · derivative · entry 2 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,954 Underlying: Class A Non-Voting Common Stock · 34,737 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · derivative.exercise_date: The units vest on September 30, 2020, subject to the attainment of specified performance goals. F3 · derivative.expiration_date: The units vest on September 30, 2020, subject to the attainment of specified performance goals. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 16:00 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065568 · doc4.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · General Manager - Empeno Facil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,217 Underlying: Class A Non-Voting Common Stock · 9,700 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The units vest on September 30, 2018, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The units vest on September 30, 2018, subject to the attainment of specified performance goals. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 19:29 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 810 | $10.00 | $8,100.00 |
DisclosureSEC source: 0001209191-17-061968 · doc4.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · General Manager - Empe?o F?cil 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,860 F1 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock granted on February 1, 2016. F2 · balance_after: The Total Non-Derivative Securities Beneficially Owned does not include 74,517 Derivative Securities currently held by Reporting Person. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 20:06 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 25,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156788 · doc4.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · President - Mexico Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,517 Underlying: Class A Non-Voting Common Stock · 25,447 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The shares vest, in whole or in part, on September 30, 2019, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The shares vest, in whole or in part, on September 30, 2019, subject to the attainment of specified performance goals. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 20:12 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 25,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156792 · doc4.xml · derivative · entry 1 Kuthy Francisco · CIK 0001687194 · President - Mexico Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,517 Underlying: Class A Non-Voting Common Stock · 25,447 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The shares vest, in whole or in part, on September 30, 2019, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The shares vest, in whole or in part, on September 30, 2019, subject to the attainment of specified performance goals. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 14:14 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 837 | $11.35 | $9,499.95 |
DisclosureSEC source: 0001209191-16-154276 · doc4.xml · nonDerivative · entry 1 Kuthy Francisco · CIK 0001687194 · President - Mexico Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,913 F1 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock granted on February 1, 2016. F2 · balance_after: The Total Non-Derivative Securities Beneficially Owned includes 2,500 unvested Restricted Stock Awards. The Total Non-Derivative Securities Beneficially Owned does not include 49,070 Derivative Securities currently held by Reporting Person. 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.