Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPLUS INCPLUS · Entity 4423 | Director | September 03, 2019 | September 04, 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.
EPLUS INC
Report date September 03, 2019 · Filed September 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,949 |
Reported balance
After 2019-09-03 transaction · row 1
1 source rowRow 1 · 2019-09-03 · Sale · Disposed 600 · Balance 8,949 F1: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2019.
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 |
|---|---|---|---|---|---|---|
| September 03, 2019 Filed Sep 4, 2019 18:48 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 600 | $80.84 | $48,504.00 |
DisclosureSEC source: 0001567619-19-017857 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,949 F1 · price: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2019. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:10 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 600 | $75.60 | $45,360.00 |
DisclosureSEC source: 0001567619-19-015813 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,549 F1 · price: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:19 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 600 | $71.25 | $42,750.00 |
DisclosureSEC source: 0001567619-19-014432 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,149 F1 · price: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2019. Read SEC document |
| June 07, 2019 Filed Jun 10, 2019 21:48 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 600 | $71.74 | $43,042.38 |
DisclosureSEC source: 0001567619-19-013180 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,749 F1 · price: The transaction was executed in multiple trades at prices ranging from $71.59 to $72.30 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:44 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,000 | $83.16 | $83,155.70 |
DisclosureSEC source: 0001567619-19-003802 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,349 F1 · price: The transaction was executed in multiple trades at prices ranging from $83.14 to $83.17 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 20:50 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003210 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,349 F1 · shares: On September 25, 2018, Mr. Herman, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 797 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:10 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 500 | $102.43 | $51,215.35 |
DisclosureSEC source: 0001567619-18-002542 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,552 F1 · price: The transaction was executed in multiple trades at prices ranging from $102.20 to $102.80 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 20:24 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 500 | $93.71 | $46,853.15 |
DisclosureSEC source: 0001140361-18-028597 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,052 F1 · price: The transaction was executed in multiple trades at prices ranging from $93.50 to $93.85 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:36 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 500 | $74.47 | $37,235.95 |
DisclosureSEC source: 0001140361-18-009072 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,552 F1 · price: The transaction was executed in multiple trades at prices ranging from $74.15 to $74.65 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F2 · balance_after: On September 27, 2017, the reporting person filed a Form 4 which inadvertently reported his holdings as 13,502 shares rather than the correct holdings of 13,052 shares. Read SEC document |
| February 15, 2018 Filed Feb 22, 2018 01:26 UTC Amendment | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 500 | $75.05 | $37,526.40 |
DisclosureSEC source: 0001140361-18-009492 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,052 F1 · price: The transaction was executed in multiple trades at prices ranging from $75.00 to $75.10 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F2 · price: These transactions were inadvertently omitted from the originally filed Form 4. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 20:19 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036624 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,502 F1 · shares: On September 25, 2017, Mr. Herman, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 852 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. F2 · balance_after: On March 31, 2017, the common stock of ePlus inc. split 2-for-1, resulting in the reporting person's ownership of 6,100 additional shares of common stock. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:55 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,000 | $128.00 | $128,004.90 |
DisclosureSEC source: 0001140361-17-010720 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 F1 · price: The transaction was executed in multiple trades at prices ranging from $127.65 to $128.98 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 20:09 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 474 | $109.38 | $51,843.99 |
DisclosureSEC source: 0001140361-16-087758 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 F1 · price: The transaction was executed in multiple trades at prices ranging from $108.50 to $111.05 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:42 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 839 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-080924 · doc1.xml · nonDerivative · entry 1 Herman Lawrence S · CIK 0001290257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,574 F1 · shares: On September 26, 2016, Mr. Herman, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 839 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2008 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. 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.