Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERTEC, Inc.EVTC · Entity 4599 | EVP, CFO & Treasurer | February 28, 2018 | March 02, 2018 |
| JOFF Fintech Acquisition Corp.JOFFU · Entity 143049 | Chief Financial Officer | February 04, 2021 | February 04, 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 February 28, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,266 |
Reported balance
After 2018-02-28 transaction · row 1
1 source rowRow 1 · 2018-02-28 · Grant · Acquired 30,864 · Balance 196,266 F1: Reports a grant on February 28, 2018 of 30,864 restricted stock units with time-based vesting, of which (i) 10,288 will vest on February 28, 2019; (ii) 10,288 will vest on February 28, 2020; and (iii) 10,288 will vest on February 28, 2021; each amount subject to vesting acceleration upon termination of employment under certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: Reports a grant on February 28, 2018 of 30,864 restricted stock units with time-based vesting, of which (i) 10,288 will vest on February 28, 2019; (ii) 10,288 will vest on February 28, 2020; and (iii) 10,288 will vest on February 28, 2021; each amount subject to vesting acceleration upon termination of employment under certain circumstances.
JOFF Fintech Acquisition Corp.
Report date February 04, 2021 · Filed February 04, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 2, 2018 22:18 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 30,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-18-000012 · primary_doc.xml · nonDerivative · entry 1 Smith Peter JS · CIK 0001582863 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,266 F1 · price: Reports a grant on February 28, 2018 of 30,864 restricted stock units with time-based vesting, of which (i) 10,288 will vest on February 28, 2019; (ii) 10,288 will vest on February 28, 2020; and (iii) 10,288 will vest on February 28, 2021; each amount subject to vesting acceleration upon termination of employment under certain circumstances. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 21:58 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 74,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000090 · primary_doc.xml · nonDerivative · entry 1 Smith Peter JS · CIK 0001582863 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,402 F1 · price: Reports a one-time special grant on November 20, 2017 of 74,626 restricted stock units with time-based vesting of which (i) 29,850 will vest on November 20, 2019, and (ii) 44,776 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 22:28 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 4,558 | $16.70 | $76,118.60 |
DisclosureSEC source: 0001559865-17-000060 · primary_doc.xml · nonDerivative · entry 1 Smith Peter JS · CIK 0001582863 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,776 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 24, 2017 Filed Feb 28, 2017 21:31 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 29,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000006 · primary_doc.xml · nonDerivative · entry 1 Smith Peter JS · CIK 0001582863 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,007 F1 · price: Reports a grant on February 24, 2017, of 29,326 restricted stock units with time-based vesting of which (i) 9,775 will vest on February 24, 2018, (ii) 9,775 will vest on February 24, 2019, and (iii) 9,776 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 23:29 UTC Amendment | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 28,653 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-17-000010 · primary_doc.xml · nonDerivative · entry 1 Smith Peter JS · CIK 0001582863 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,334 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 28,653 restricted stock units with time-based vesting of which (i) 9,551 will vest on February 24, 2018; (ii) 9,551 will vest on February 24, 2019; and 9,551 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.