Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENCORE CAPITAL GROUP INCECPG · Entity 1189 | Director | June 27, 2019 | June 28, 2019 |
| INSPERITY, INC.NSP · Entity 4513 | Director | June 16, 2017 | June 20, 2017 |
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.
ENCORE CAPITAL GROUP INC
Report date June 27, 2019 · Filed June 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,554 |
Reported balance
After 2019-06-27 transaction · row 1
1 source rowRow 1 · 2019-06-27 · Grant · Acquired 3,524 · Balance 27,554 F1: Grant to the reporting person, for service on the Board of Directors of Encore Capital Group, Inc. ("Encore"), of deferred stock units under the terms of a non-employee director deferred compensation plan established under the 2017 Incentive Award Plan. Deferred stock units will be converted into shares of Encore common stock on a one-for-one basis upon distribution. The distribution of shares of common stock will occur within 10 business days following the date the reporting person is no longer a member of the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to the reporting person, for service on the Board of Directors of Encore Capital Group, Inc. ("Encore"), of deferred stock units under the terms of a non-employee director deferred compensation plan established under the 2017 Incentive Award Plan. Deferred stock units will be converted into shares of Encore common stock on a one-for-one basis upon distribution. The distribution of shares of common stock will occur within 10 business days following the date the reporting person is no longer a member of the Board of Directors.
INSPERITY, INC.
Report date June 16, 2017 · Filed June 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,234 |
Reported balance
After 2017-06-16 transaction · row 1
1 source rowRow 1 · 2017-06-16 · Grant · Acquired 1,380 · Balance 5,234 F1: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| June 27, 2019 Filed Jun 28, 2019 22:02 UTC | ENCORE CAPITAL GROUP INC ECPG · Entity 1189 | GrantCommon Stock | 3,524 | $34.05 | $119,992.20 |
DisclosureSEC source: 0001084961-19-000087 · wf-form4_156175935342393.xml · nonDerivative · entry 1 SORENSEN NORMAN R · CIK 0001166873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,554 F1 · shares: Grant to the reporting person, for service on the Board of Directors of Encore Capital Group, Inc. ("Encore"), of deferred stock units under the terms of a non-employee director deferred compensation plan established under the 2017 Incentive Award Plan. Deferred stock units will be converted into shares of Encore common stock on a one-for-one basis upon distribution. The distribution of shares of common stock will occur within 10 business days following the date the reporting person is no longer a member of the Board of Directors. Read SEC document |
| June 28, 2018 Filed Jun 30, 2018 01:00 UTC | ENCORE CAPITAL GROUP INC ECPG · Entity 1189 | GrantCommon Stock | 3,243 | $37.00 | $119,991.00 |
DisclosureSEC source: 0001084961-18-000074 · wf-form4_153032041485038.xml · nonDerivative · entry 1 SORENSEN NORMAN R · CIK 0001166873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,030 F1 · shares: Grant to the reporting person, for service on the Board of Directors of Encore Capital Group, Inc. ("Encore"), of deferred stock units under the terms of a non-employee director deferred compensation plan established under the 2017 Incentive Award Plan. Deferred stock units will be converted into shares of Encore common stock on a one-for-one basis upon distribution. The distribution of shares of common stock will occur within 10 business days following the date the reporting person is no longer a member of the Board of Directors. Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 20:40 UTC | ENCORE CAPITAL GROUP INC ECPG · Entity 1189 | GrantCommon Stock | 2,962 | $40.50 | $119,961.00 |
DisclosureSEC source: 0001084961-17-000087 · wf-form4_149850964238991.xml · nonDerivative · entry 1 SORENSEN NORMAN R · CIK 0001166873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,787 F1 · shares: Grant to the reporting person, for service on the Board of Directors of Encore Capital Group, Inc. ("Encore"), of deferred stock units under the terms of a non-employee director deferred compensation plan established under the 2017 Incentive Award Plan. Deferred stock units will be converted into shares of Encore common stock on a one-for-one basis upon distribution. The distribution of shares of common stock will occur within 10 business days following the date the reporting person is no longer a member of the Board of Directors. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 22:49 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021913 · form4.xml · nonDerivative · entry 1 SORENSEN NORMAN R · CIK 0001166873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. 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.