Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Priority Technology Holdings, Inc.PRTH · Entity 5566 | Director | January 01, 2021 | January 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.
Priority Technology Holdings, Inc.
Report date January 01, 2021 · Filed January 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,501 |
Reported balance
After 2021-01-01 transaction · row 1
1 source rowRow 1 · 2021-01-01 · Exercise / conversion · Acquired 13,298 · Balance 117,501 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 157,992 |
Reported balance
After 2021-01-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-01 · Exercise / conversion · Disposed 13,298 · Balance 157,992 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. F3: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. |
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: On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer.
F3: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023.
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 |
|---|---|---|---|---|---|---|
| January 01, 2021 Filed Jan 4, 2021 22:36 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-21-000002 · wf-form4_160979974928436.xml · derivative · entry 2 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,992 Underlying: Common Stock · 13,298 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 April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. F3 · balance_after: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:36 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-21-000002 · wf-form4_160979974928436.xml · nonDerivative · entry 1 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,501 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 |
| November 12, 2020 Filed Nov 17, 2020 22:02 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 64,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-20-000004 · wf-form4_160565053340328.xml · derivative · entry 3 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,992 Underlying: Common Stock · 64,309 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 November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. F2 · derivative.expiration_date: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. F2 · balance_after: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. F3 · balance_after: 13,298 restricted stock units vest on January 1, 2021 subject to the Reporting Person's continued service as a member of the Issuer's board of directors. On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units and 13,298 vested on each of the following dates: April 1, 2020, July 1, 2020, and October 1, 2020. Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 22:02 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 209,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-20-000004 · wf-form4_160565053340328.xml · derivative · entry 2 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,301 Underlying: Common Stock · 209,003 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: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. F2 · derivative.expiration_date: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. F2 · balance_after: On November 12, 2020, the Reporting Person was granted 209,003 restricted stock units. 136,656 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 64,309 on November 12, 2020; 24,117 on October 14, 2021; 24,115 on October 14, 2022; and 24,115 on October 14, 2023. 72,347 vest subject to the Reporting Person's continued service as an employee of the Issuer and achievement of certain performance goals established by the Issuer as follows: 24,117 on October 14, 2021; 24,115 on October 24, 2022; and 24,115 on October 24, 2023. F3 · balance_after: 13,298 restricted stock units vest on January 1, 2021 subject to the Reporting Person's continued service as a member of the Issuer's board of directors. On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units and 13,298 vested on each of the following dates: April 1, 2020, July 1, 2020, and October 1, 2020. Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 22:02 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 64,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-20-000004 · wf-form4_160565053340328.xml · nonDerivative · entry 1 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,203 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 |
| October 01, 2020 Filed Oct 5, 2020 20:03 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-20-000002 · wf-form4_160192815305496.xml · derivative · entry 2 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,298 Underlying: Common Stock · 13,298 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 April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:03 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001747118-20-000002 · wf-form4_160192815305496.xml · nonDerivative · entry 1 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,894 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 |
| July 01, 2020 Filed Jul 6, 2020 20:13 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000110 · wf-form4_159406636764370.xml · derivative · entry 2 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,596 Underlying: Common Stock · 13,298 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 April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:13 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000110 · wf-form4_159406636764370.xml · nonDerivative · entry 1 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,596 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 |
| April 01, 2020 Filed Apr 3, 2020 17:42 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000024 · wf-form4_158593575094970.xml · derivative · entry 3 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,894 Underlying: Common Stock · 13,298 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 April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: On April 1, 2020, the Reporting Person was granted 53,192 restricted stock units which vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 17:42 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 53,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000024 · wf-form4_158593575094970.xml · derivative · entry 2 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,192 Underlying: Common Stock · 53,192 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 service as a director of the Issuer, the restricted stock units vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021. F2 · derivative.expiration_date: Subject to the Reporting Person's continued service as a director of the Issuer, the restricted stock units vest 25% on April 1, 2020, 25% on July 1, 2020, 25% on October 1, 2020, and 25% on January 1, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 17:42 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 13,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-20-000024 · wf-form4_158593575094970.xml · nonDerivative · entry 1 Gahan William · CIK 0001747118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,298 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.