Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREEN DOT CORPGDOT · Entity 5163 | Chief Technology Officer | July 01, 2020 | July 02, 2020 |
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.
GREEN DOT CORP
Report date July 01, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 217,264 |
Reported balance
After 2020-07-01 transaction · row 1
1 source rowRow 1 · 2020-07-01 · Sale · Disposed 11,819 · Balance 217,264 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 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 |
|---|---|---|---|---|---|---|
| October 01, 2017 Filed Oct 3, 2017 23:21 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 3,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055473 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,754 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $49.58 per share, which represented the closing price of the issuer's Class A Common Stock on September 29, 2017, and does not represent a sale by the reporting person. Read SEC document |
| August 01, 2017 Filed Aug 4, 2017 01:07 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 8,593 | $0.00 Strike: $10.50 | $0.00 |
DisclosureSEC source: 0001209191-17-047604 · doc4.xml · derivative · entry 3 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,187 Underlying: Class A Common Stock · 8,593 shares Expires 2022-11-01 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. Read SEC document |
| August 01, 2017 Filed Aug 4, 2017 01:07 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 12,356 | $40.22 | $496,962.03 |
DisclosureSEC source: 0001209191-17-047604 · doc4.xml · nonDerivative · entry 2 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,668 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2017. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $39.59 to $40.60. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| August 01, 2017 Filed Aug 4, 2017 01:07 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionClass A Common Stock | 8,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047604 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,024 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. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 21:27 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 6,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044166 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,431 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $38.72 per share, which represented the closing price of the issuer's Class A Common Stock on July 5, 2017, and does not represent a sale by the reporting person. Read SEC document |
| May 27, 2017 Filed May 30, 2017 21:44 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 3,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036206 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,954 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $36.37 per share, which represented the closing price of the issuer's Class A Common Stock on May 26, 2017, and does not represent a sale by the reporting person. Read SEC document |
| May 01, 2017 Filed May 2, 2017 22:30 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 8,595 | $0.00 Strike: $10.50 | $0.00 |
DisclosureSEC source: 0001209191-17-029373 · doc4.xml · derivative · entry 3 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,780 Underlying: Class A Common Stock · 8,595 shares Expires 2022-11-01 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. Read SEC document |
| May 01, 2017 Filed May 2, 2017 22:30 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 12,199 | $34.38 | $419,433.34 |
DisclosureSEC source: 0001209191-17-029373 · doc4.xml · nonDerivative · entry 2 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,967 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2017. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $34.13 to $34.51. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| May 01, 2017 Filed May 2, 2017 22:30 UTC | GREEN DOT CORP GDOT · Entity 5163 | Exercise / conversionClass A Common Stock | 8,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029373 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,166 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. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 23:20 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 2,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025839 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,571 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $33.32 per share, which represented the closing price of the issuer's Class A Common Stock on April 3, 2017, and does not represent a sale by the reporting person. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 00:32 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 2,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019965 · doc4.xml · nonDerivative · entry 2 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,005 F2 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the PRSUs, based on a price of $29.36 per share, which represented the closing price of the issuer's Class A Common Stock on March 8, 2017, and does not represent a sale by the reporting person. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 00:32 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 27,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019965 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,571 F1 · shares: Represents shares of Class A Common Stock underlying a performance-based restricted stock unit award granted on March 25, 2016. 25% of the award vested on March 8, 2017 and the remaining 75% will vest ratably over the next three years on each December 31, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:06 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 12,300 | $29.65 | $364,742.97 |
DisclosureSEC source: 0001209191-17-016772 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,257 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 15, 2016, as amended on November 22, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $29.485 to $29.85. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 23:08 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 12,096 | $26.78 | $323,928.46 |
DisclosureSEC source: 0001209191-17-011653 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,557 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 15, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $26.645 to $26.93. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 23:53 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 4,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001448 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,653 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $23.55 per share, which represented the closing price of the issuer's Class A Common Stock on December 30, 2016, and does not represent a sale by the reporting person. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:49 UTC | GREEN DOT CORP GDOT · Entity 5163 | SaleClass A Common Stock | 12,098 | $23.46 | $283,819.08 |
DisclosureSEC source: 0001209191-16-150633 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,627 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 15, 2016. F2 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $23.09 to $23.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, complete information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:59 UTC | GREEN DOT CORP GDOT · Entity 5163 | Tax withholdingClass A Common Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144591 · doc4.xml · nonDerivative · entry 1 Archer Kuan · CIK 0001629646 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,725 F1 · shares: Represents shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs, based on a price of $23.06 per share, which represented the closing price of the issuer's Class A Common Stock on September 30, 2016, and does not represent a sale by the 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.