Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Usio, Inc.PYDS · Entity 2166 | Director | February 25, 2019 | February 27, 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.
Usio, Inc.
Report date February 25, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,481 |
Reported balance
After 2019-02-25 transaction · row 1
1 source rowRow 1 · 2019-02-25 · Sale · Disposed 17,186 · Balance 49,481 F1: Mr. Huffman's shares were pledged against a loan. The sale of the shares was initiated by the bank. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Huffman's shares were pledged against a loan. The sale of the shares was initiated by the bank.
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 |
|---|---|---|---|---|---|---|
| February 25, 2019 Filed Feb 27, 2019 23:31 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 17,186 | $2.75 | $47,192.76 |
DisclosureSEC source: 0001690226-19-000003 · wf-form4_155131029008768.xml · nonDerivative · entry 1 Huffman Steve · CIK 0001690226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,481 F1 · acquired: Mr. Huffman's shares were pledged against a loan. The sale of the shares was initiated by the bank. Read SEC document |
| January 01, 2019 Filed Jan 2, 2019 18:38 UTC | Usio, Inc. PYDS · Entity 2166 | ConversionCommon Stock | 22,222 | $1.66 | $36,888.52 |
DisclosureSEC source: 0001690226-19-000001 · primary_doc.xml · nonDerivative · entry 1 Huffman Steve · CIK 0001690226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,667 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: The reporting person received these shares of common stock due to conversion of restricted stock units granted to him June 1, 2016 and vested January 1, 2019 for services on the issuer's board of directors. Read SEC document |
| January 02, 2018 Filed Jan 23, 2018 20:29 UTC Amendment | Usio, Inc. PYDS · Entity 2166 | ConversionCommon Stock | 22,222 | $2.56 | $56,888.32 |
DisclosureSEC source: 0001690226-18-000002 · primary_doc.xml · nonDerivative · entry 1 Huffman Steve · CIK 0001690226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,445 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: The reporting person received these shares of common stock due to conversion of restricted stock units granted to him on June 1, 2016 and vested on January 2, 2018 for services on the issuer's board of directors. Read SEC document |
| January 02, 2018 Filed Jan 23, 2018 20:22 UTC | Usio, Inc. PYDS · Entity 2166 | ConversionCommon Stock | 22,222 | $2.56 | $56,888.32 |
DisclosureSEC source: 0001690226-18-000001 · primary_doc.xml · nonDerivative · entry 1 Huffman Steve · CIK 0001690226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,447 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: The reporting person received these shares of common stock due to conversion of restricted stock units granted to him on June 1, 2016 and vested on January 2, 2018 for services on the issuer's board of directors. Read SEC document |
| April 11, 2017 Filed Apr 13, 2017 21:08 UTC | Usio, Inc. PYDS · Entity 2166 | ConversionCommon Stock | 22,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001690226-17-000001 · primary_doc.xml · nonDerivative · entry 1 Huffman Steve · CIK 0001690226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,223 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 · price: The reporting person received these shares of common stock due to conversion of restricted stock units granted to him on June 1, 2016 and vested on January 1, 2017 for services on the issuer's board of directors. 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.