Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Usio, Inc.USIO · Entity 2166 | Director | April 01, 2020 | April 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.
Usio, Inc.
Report date April 01, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-04-01 | Direct | 10,000 |
Reported balance
After 2020-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-04-01 · Grant · Acquired 10,000 · Balance 10,000 F1: Restricted stock units convertible into common stock - vests 04/01/2021 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-04-01 | Direct | 20,000 |
Reported balance
After 2020-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-04-01 · Grant · Acquired 10,000 · Balance 20,000 F2: Restricted stock units convertible into common stock - vests 04/01/2022 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-04-01 | Direct | 30,000 |
Reported balance
After 2020-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-04-01 · Grant · Acquired 10,000 · Balance 30,000 F3: Restricted stock units convertible into common stock - vests 04/01/2023 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convertible into common stock - vests 04/01/2021
F2: Restricted stock units convertible into common stock - vests 04/01/2022
F3: Restricted stock units convertible into common stock - vests 04/01/2023
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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 2, 2020 17:29 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001640015-20-000001 · primary_doc.xml · derivative · entry 3 Chapa Miguel A · CIK 0001640015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2030-04-01 F3 · shares: Restricted stock units convertible into common stock - vests 04/01/2023 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 17:29 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001640015-20-000001 · primary_doc.xml · derivative · entry 2 Chapa Miguel A · CIK 0001640015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2030-04-01 F2 · shares: Restricted stock units convertible into common stock - vests 04/01/2022 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 17:29 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001640015-20-000001 · primary_doc.xml · derivative · entry 1 Chapa Miguel A · CIK 0001640015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-04-01 F1 · shares: Restricted stock units convertible into common stock - vests 04/01/2021 Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 21:48 UTC | Usio, Inc. PYDS · Entity 2166 | GrantCommon Stock | 33,334 | $2.21 | $73,668.14 |
DisclosureSEC source: 0001640015-17-000002 · primary_doc.xml · nonDerivative · entry 1 Chapa Miguel A · CIK 0001640015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,668 F1 · shares: 11,111 shares vest 11/22/2018, 11,111 shares vests 11/22/2019, 11,112 shares vests 11/22/2020, all shares vest on change of control Read SEC document |
| April 11, 2017 Filed Apr 13, 2017 20:52 UTC | Usio, Inc. PYDS · Entity 2166 | OtherCommon Stock | 2,000 | $1.85 | $3,700.00 |
DisclosureSEC source: 0001640015-17-000001 · primary_doc.xml · nonDerivative · entry 1 Chapa Miguel A · CIK 0001640015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,334 F1 · kind: Previously, on April 28, 2015, the reporting person reported the grant of 33,334 shares for services on the issuer's board of directors. Of this grant, 20,001 shares vested on April 24, 2015 and January 1, 2016. 6,667 shares vested on January 1, 2017, and in connection with the vesting of these shares, the reporting person returned 2,000 shares at the closing price of $1.85 on April 11, 2017 to cover taxes due. The remaining 6,666 shares vest on January 1, 2018 or upon a change of control. 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.