Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPLUS INCPLUS · Entity 4423 | Director | July 01, 2019 | July 03, 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 July 01, 2019 · Filed July 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,741 |
Reported balance
After 2019-07-01 transaction · row 1
1 source rowRow 1 · 2019-07-01 · Grant · Acquired 289 · Balance 12,741 F1: On July 1, 2019, Mr. O'Donnell, a director of ePlus, was issued 289 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 1, 2019, Mr. O'Donnell, a director of ePlus, was issued 289 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse.
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 |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Jul 3, 2019 20:02 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-014428 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,741 F1 · shares: On July 1, 2019, Mr. O'Donnell, a director of ePlus, was issued 289 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:41 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-008206 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,452 F1 · shares: On April 1, 2019, Mr. O'Donnell, a director of ePlus, was issued 227 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 19:06 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 267 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000466 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,225 F1 · shares: On January 2, 2019, Mr. O'Donnell, a director of ePlus, was issued 267 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:03 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003656 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,958 F1 · shares: On October 1, 2018, Mr. O'Donnell, a director of ePlus, was issued 209 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 21:15 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003225 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,749 F1 · shares: On September 25, 2018, Mr. O'Donnell, 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 |
| July 02, 2018 Filed Jul 5, 2018 20:43 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-031663 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,952 F1 · shares: On July 2, 2018, Mr. O'Donnell, a director of ePlus, was issued 194 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:04 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 241 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-017060 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,758 F1 · shares: On April 2, 2018, Mr. O'Donnell, a director of ePlus, was issued 241 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:05 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-000865 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,517 F1 · shares: On January 2, 2018, Mr. O'Donnell, a director of ePlus, was issued 248 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:43 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037644 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,269 F1 · shares: 1. On October 2, 2017, Mr. O'Donnell, a director of ePlus, was issued 198 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 20:29 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036631 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,071 F1 · shares: On September 25, 2017, Mr. O'Donnell, 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. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 21:09 UTC | EPLUS INC PLUS · Entity 4423 | GiftCommon Stock | 1,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-032463 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,219 F1 · shares: This transaction represents a charitable donation. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:30 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-027376 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,433 F1 · shares: On July 3, 2017, Mr. O'Donnell, a director of ePlus, was issued 253 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2008 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:02 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-014959 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,180 F1 · shares: On April 3, 2017, Mr. O'Donnell, a director of ePlus, was issued 282 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2008 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. 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 4,949 additional shares of common stock. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:26 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000726 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,949 F1 · shares: On January 3, 2017, Mr. O'Donnell, a director of ePlus, was issued 161 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2008 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 21:53 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 750 | $96.00 | $72,000.00 |
DisclosureSEC source: 0001140361-16-085861 · doc1.xml · nonDerivative · entry 2 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,788 Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:53 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 750 | $95.50 | $71,625.00 |
DisclosureSEC source: 0001140361-16-085861 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,538 Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:43 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-082019 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,288 F1 · shares: On October 3, 2016, Mr. O'Donnell, a director of ePlus, was issued 197 restricted shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were issued pursuant to Mr. O'Donnell's election to receive the Restricted Shares in lieu of cash compensation as permitted under the Company's 2008 Non-Employee Director Long Term Incentive Plan (the "Plan"). The Restricted Shares are subject to a Restriction Period beginning on the issue date and ending on the first anniversary of issuance for one-half of the Restricted Shares, and ending on the second anniversary of the issuance for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain circumstances the restrictions may lapse. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:48 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 839 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-080928 · doc1.xml · nonDerivative · entry 1 ODONNELL TERRENCE · CIK 0001227066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,091 F1 · shares: On September 26, 2016, Mr. O'Donnell, 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.