Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERTEC, Inc.EVTC · Entity 4599 | Executive Vice President | March 09, 2021 | March 12, 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.
EVERTEC, Inc.
Report date March 09, 2021 · Filed March 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,231 |
Reported balance
After 2021-03-09 transaction · row 1
1 source rowRow 1 · 2021-03-09 · Tax withholding · Disposed 722 · Balance 29,231 F1: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 369 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 22, 2019 and (iii) 353 shares withheld in connection with the vesting of RSUs granted on February 27, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 369 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 22, 2019 and (iii) 353 shares withheld in connection with the vesting of RSUs granted on February 27, 2020.
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 09, 2021 Filed Mar 12, 2021 00:47 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 722 | $36.97 | $26,692.34 |
DisclosureSEC source: 0001562180-21-002191 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,231 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 369 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 22, 2019 and (iii) 353 shares withheld in connection with the vesting of RSUs granted on February 27, 2020. Read SEC document |
| March 02, 2021 Filed Mar 5, 2021 00:19 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 2,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-001991 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,953 F1 · price: Reports a grant on March 2, 2021 of 2,220 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on March 2, 2022, March 2, 2023 and March 2, 2024, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:36 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 40,000 | $40.01 | $1,600,400.00 |
DisclosureSEC source: 0001562180-20-007360 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,733 F1 · price: Represents the average sales price per share. The shares were sold at prices ranging from $39.92 to $40.12 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 21:39 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 7,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-006922 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,733 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on November 20, 2017. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 21:36 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,697 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-002509 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,647 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 1,359 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 24, 2017 and (ii) 338 shares withheld in connection with the vesting of RSUs granted on February 22, 2019. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 23:12 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 2,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001908 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,344 F1 · price: Reports a grant on February 27, 2020 of 2,607 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on February 27, 2021, February 27, 2022 and February 27, 2023, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 22:00 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 5,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005741 · primarydocument.xml · nonDerivative · entry 2 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,737 F2 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock granted on November 20, 2017. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:38 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 8,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000031 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,274 F1 · price: Reflects shares withheld by the Issuer to pay the tax liability of the Reporting Person, as follows: (i) 2,729 shares withheld in connection with the vesting of fully diluted earnings per share performance-based restricted stock units ("RSUs") granted on February 19, 2016; (ii) 1,399 shares withheld in connection with the vesting of time-based RSUs granted on February 19, 2016; (iii) 3695 shares withheld in connection with relative total shareholder return performance-based RSUs granted on February 19, 2016; and (iv) 914 shares withheld in connection with the vesting of time-based RSUs granted on February 24, 2017. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:50 UTC Amendment | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 2,725 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000023 · primary_doc.xml · nonDerivative · entry 2 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,011 F3 · price: Reports a grant on February 22, 2019 of 2,725 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on February 22, 2020, February 22, 2021, and February 22, 2022, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:26 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 22,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000006 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,664 F1 · price: Includes vested shares from performance-based restricted stock units ("RSUs") granted on February 19, 2016, as follows: (i) 9,979 vested shares in connection with fully diluted earnings per share performance-based RSUs and (ii) 12,898 vested shares in connection with relative total shareholder return performance-based RSUs. Read SEC document |
| February 19, 2019 Filed Feb 26, 2019 22:50 UTC Amendment | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 22,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000023 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,286 F1 · price: Includes vested shares from performance-based restricted stock units ("RSUs") granted on February 19, 2016, as follows: (i) 9,979 vested shares in connection with fully dilated earnings per share performance-based RSUs and (ii) 12,898 vested shares in connection with relative total shareholder return performance-based RSUs. F2 · balance_after: Reports the correct amount of securities beneficially owned following the reported transaction, which was incorrectly reported in Form 4 filed on February 21, 2019. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 22:50 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Salecommon stock | 44,378 | $26.34 | $1,169,005.28 |
DisclosureSEC source: 0001559865-18-000092 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,409 F1 · price: Represents the average sales price per share. The shares were sold at prices ranging from $25.98 to $26.78 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 23:43 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-18-000024 · primary_doc.xml · nonDerivative · entry 2 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,787 F2 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on February 24, 2017. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 23:43 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-18-000024 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,868 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on February 19, 2016. Read SEC document |
| February 15, 2018 Filed Mar 6, 2018 21:35 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,284 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-18-000016 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,512 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on March 13, 2015. Read SEC document |
| January 01, 2018 Filed Nov 26, 2019 22:00 UTC | EVERTEC, Inc. EVTC · Entity 4599 | OtherCommon Stock | 4,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005741 · primarydocument.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,012 F1 · price: Reflects a forfeiture of performance-based shares from the Reporting Person's March 13, 2015 grant because certain pre-established goals were not achieved. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 21:32 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 37,313 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000087 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,796 F1 · price: Reports a one-time special grant on November 20, 2017 of 37,313 restricted stock units with time-based vesting of which (i) 14,925 will vest on November 20, 2019, and (ii) 22,388 on November 20, 2020, in each case subject to earlier vesting upon a termination of service in certain circumstances. Each restricted stock unit represents a contingent right to receive one share of common stock. Read SEC document |
| March 17, 2017 Filed Aug 14, 2017 22:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,808 | $16.70 | $30,193.60 |
DisclosureSEC source: 0001559865-17-000061 · primary_doc.xml · nonDerivative · entry 4 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,483 F3 · price: Reflects share of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on February 19, 2016. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 20:52 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 10,264 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000001 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,327 F1 · price: Reports a grant on February 24, 2017, of 10,264 restricted stock units with time-based vesting of which (i) 3,421 will vest on February 24, 2018, (ii) 3,421 will vest on February 24, 2019, and (iii) 3,422 will vest on February 24, 2020, in each case subject to earlier vesting upon a termination of service in certain circumstances. Each restricted stock unit represents a contingent right to receive one share of common stock. Shares will be delivered to the Reporting Person within 75 days following vesting of the restricted stock units. Read SEC document |
| February 24, 2017 Filed Apr 7, 2017 23:19 UTC Amendment | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 10,029 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000009 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,092 F1 · shares: Reports the correct total amount of securities acquired, which was incorrectly reported in Form 4 filed on 02/28/2017. F2 · price: Reports a grant on February 24, 2017, of 10,029 restricted stock units with time-based vesting of which (i) 3,342 will vest on February 24, 2018; (ii) 3,343 will vest on February 24, 2019; and 3,344 will vest on February 24, 2020; in each case subject to earlier vesting upon a termination of service in certain circumstances. Each restricted stock unit represents a contingent right to receive one share of common stock. Shares will be delivered to the Reporting Person within 75 days following vesting of the restricted stock units. Read SEC document |
| February 21, 2017 Filed Aug 14, 2017 22:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 1,599 | $17.25 | $27,582.75 |
DisclosureSEC source: 0001559865-17-000061 · primary_doc.xml · nonDerivative · entry 3 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,291 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on March 13, 2015. Read SEC document |
| December 31, 2016 Filed Aug 14, 2017 22:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | OtherCommon Stock | 5,902 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000061 · primary_doc.xml · nonDerivative · entry 2 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,890 F2 · shares: Reflects a forfeiture of performance-based shares from the Reporting Person's March 13, 2015 grant because certain pre-established goals were not achieved. F2 · price: Reflects a forfeiture of performance-based shares from the Reporting Person's March 13, 2015 grant because certain pre-established goals were not achieved. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 17:14 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 50,499 | $18.00 | $908,982.00 |
DisclosureSEC source: 0001559865-16-000047 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,063 F1 · shares: Shares were sold pursuant to a 10b5-1 Plan. F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $18.00 to $18.025 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| January 01, 2016 Filed Aug 14, 2017 22:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 300 | $16.74 | $5,022.00 |
DisclosureSEC source: 0001559865-17-000061 · primary_doc.xml · nonDerivative · entry 1 Ramirez Carlos J. · CIK 0001573751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,792 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on March 13, 2015. 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.