Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EZCORP INCEZPW · Entity 4528 | Chief Human Resources Officer | December 05, 2019 | December 13, 2019 |
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.
EZCORP INC
Report date December 05, 2019 · Filed December 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Non-Voting Common StockSEC Table I · non-derivative | Direct | 88,441 |
Reported balance
After 2019-12-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-05 · Exercise / conversion · Acquired 36,166 · Balance 88,441 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Class A Non-Voting Common StockSEC Table I · non-derivative | Direct | 79,634 |
Reported balance
After 2019-12-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-12-05 · Tax withholding · Disposed 8,807 · Balance 79,634 F2: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. F3: The Total Non-Derivative Securities Beneficially Owned includes 12,000 unvested Restricted Stock Awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $5.19 | Direct | 79,488 |
Reported balance
After 2019-12-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-05 · Exercise / conversion · Disposed 36,166 · Balance 79,488 F4: The units vested on December 5, 2019 after specified performance goals were achieved. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units.
F3: The Total Non-Derivative Securities Beneficially Owned includes 12,000 unvested Restricted Stock Awards.
F4: The units vested on December 5, 2019 after specified performance goals were achieved.
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 |
|---|---|---|---|---|---|---|
| December 05, 2019 Filed Dec 13, 2019 21:59 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 36,166 | $5.19 Strike: $5.19 | $187,701.54 |
DisclosureSEC source: 0001634986-19-000002 · wf-form4_157627436745117.xml · derivative · entry 3 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,488 Underlying: Class A Non-Voting Common Stock · 36,166 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. F4 · derivative.exercise_date: The units vested on December 5, 2019 after specified performance goals were achieved. F4 · derivative.expiration_date: The units vested on December 5, 2019 after specified performance goals were achieved. Read SEC document |
| December 05, 2019 Filed Dec 13, 2019 21:59 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 8,807 | $5.19 | $45,708.33 |
DisclosureSEC source: 0001634986-19-000002 · wf-form4_157627436745117.xml · nonDerivative · entry 2 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,634 F2 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. F3 · balance_after: The Total Non-Derivative Securities Beneficially Owned includes 12,000 unvested Restricted Stock Awards. Read SEC document |
| December 05, 2019 Filed Dec 13, 2019 21:59 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 36,166 | $5.19 | $187,701.54 |
DisclosureSEC source: 0001634986-19-000002 · wf-form4_157627436745117.xml · nonDerivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,441 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 15:55 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 37,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062163 · doc4.xml · derivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,654 Underlying: Class A Non-Voting Common Stock · 37,383 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The units vest, in whole or in part, on September 30, 2021, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The units vest, in whole or in part, on September 30, 2021, subject to the attainment of specified performance goals. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | OtherRestricted Stock Units · Derivative | 7,293 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · derivative · entry 7 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,721 Underlying: Class A Non-Voting Common Stock · 7,293 shares Expires not disclosed F5 · kind: These units were forfeited on November 13, 2018 due to failure to achieve performance goals. F4 · derivative.exercise_date: The units vested on November 13, 2018 after specified performance goals were achieved. F4 · derivative.expiration_date: The units vested on November 13, 2018 after specified performance goals were achieved. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 7,200 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · derivative · entry 6 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,014 Underlying: Class A Non-Voting Common Stock · 7,200 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The units vested on November 13, 2018 after specified performance goals were achieved. F4 · derivative.expiration_date: The units vested on November 13, 2018 after specified performance goals were achieved. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 29,174 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · derivative · entry 5 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,214 Underlying: Class A Non-Voting Common Stock · 29,174 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The units vested on November 13, 2018 after specified performance goals were achieved. F4 · derivative.expiration_date: The units vested on November 13, 2018 after specified performance goals were achieved. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 1,754 | $9.12 | $15,996.48 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · nonDerivative · entry 4 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,275 F2 · kind: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. F3 · balance_after: The Total Non-Derivative Securities Beneficially Owned includes 12,000 unvested Restricted Stock Awards. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 7,104 | $9.12 | $64,788.48 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · nonDerivative · entry 3 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,029 F2 · kind: Represents shares withheld to cover tax liability associated with the vesting of restricted stock units. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 7,200 | $9.12 | $65,664.00 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · nonDerivative · entry 2 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,133 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 16:01 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 29,174 | $9.12 | $266,066.88 |
DisclosureSEC source: 0001209191-18-058679 · doc4.xml · nonDerivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,933 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 · kind: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 14:53 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 42,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065549 · doc4.xml · derivative · entry 2 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,938 Underlying: Class A Non-Voting Common Stock · 42,105 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · derivative.exercise_date: The units vest, in whole or in part, on September 30, 2020, subject to the attainment of specified performance goals. F3 · derivative.expiration_date: The units vest, in whole or in part, on September 30, 2020, subject to the attainment of specified performance goals. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 14:53 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 7,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065549 · doc4.xml · derivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,833 Underlying: Class A Non-Voting Common Stock · 7,200 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The units vest, in whole or in part, on September 30, 2018, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The units vest, in whole or in part, on September 30, 2018, subject to the attainment of specified performance goals. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 19:21 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 1,641 | $10.00 | $16,410.00 |
DisclosureSEC source: 0001209191-17-061958 · doc4.xml · nonDerivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,759 F1 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock granted on February 1, 2016. F2 · balance_after: The Total Non-Derivative Securities Beneficially Owned includes 12,000 unvested Restricted Stock Awards. The Total Non-Derivative Securities Beneficially Owned does not include 72,633 Derivative Securities currently held by Reporting Person. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 18:06 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Unit · Derivative | 36,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156774 · doc4.xml · derivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,633 Underlying: Class A Non-Voting Common Stock · 36,166 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: The shares vest, in whole or in part, on September 30, 2019, subject to the attainment of specified performance goals. F2 · derivative.expiration_date: The shares vest, in whole or in part, on September 30, 2019, subject to the attainment of specified performance goals. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 15:29 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 1,641 | $11.35 | $18,625.35 |
DisclosureSEC source: 0001209191-16-154299 · doc4.xml · nonDerivative · entry 1 Alomes Scott · CIK 0001634986 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,400 F1 · shares: Represents shares withheld to cover tax liability associated with the vesting of restricted stock granted on February 1, 2016. F2 · balance_after: The Total Non-Derivative Securities Beneficially Owned includes 18,000 unvested Restricted Stock Awards. The Total Non-Derivative Securities Beneficially Owned does not include 36,467 Derivative Securities currently held by 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.