Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EZCORP INCEZPW · Entity 4528 | Chief Operating Officer | February 20, 2019 | February 21, 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 February 20, 2019 · Filed February 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Non-Voting Common StockSEC Table I · non-derivative | Direct | 710,150 |
Ending reported balance
After 2019-02-20 transaction · row 15
15 source rows · reconciled sequenceRow 1 · 2019-02-20 · Disposition to issuer · Disposed 100 · Balance 715,289 Row 2 · 2019-02-20 · Disposition to issuer · Disposed 200 · Balance 715,089 Row 3 · 2019-02-20 · Disposition to issuer · Disposed 200 · Balance 714,889 Row 4 · 2019-02-20 · Disposition to issuer · Disposed 100 · Balance 714,789 Row 5 · 2019-02-20 · Disposition to issuer · Disposed 300 · Balance 714,489 Row 6 · 2019-02-20 · Disposition to issuer · Disposed 200 · Balance 714,289 Row 7 · 2019-02-20 · Disposition to issuer · Disposed 900 · Balance 713,389 Row 8 · 2019-02-20 · Disposition to issuer · Disposed 113 · Balance 713,276 Row 9 · 2019-02-20 · Disposition to issuer · Disposed 100 · Balance 713,176 Row 10 · 2019-02-20 · Disposition to issuer · Disposed 200 · Balance 712,976 Row 11 · 2019-02-20 · Disposition to issuer · Disposed 600 · Balance 712,376 Row 12 · 2019-02-20 · Disposition to issuer · Disposed 100 · Balance 712,276 Row 13 · 2019-02-20 · Disposition to issuer · Disposed 1,300 · Balance 710,976 Row 14 · 2019-02-20 · Disposition to issuer · Disposed 562 · Balance 710,414 Row 15 · 2019-02-20 · Disposition to issuer · Disposed 264 · Balance 710,150 |
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 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 1,600 | $10.02 | $16,032.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 12 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 797,494 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 4,243 | $10.01 | $42,472.43 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 11 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799,094 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 513 | $10.05 | $5,155.65 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 10 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803,337 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 100 | $10.01 | $1,000.50 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 9 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803,850 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 1,200 | $10.06 | $12,072.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 8 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803,950 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 800 | $10.07 | $8,056.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 7 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,150 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 1,500 | $10.09 | $15,135.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 6 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,950 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 200 | $10.11 | $2,022.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 5 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,450 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 500 | $10.10 | $5,050.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 4 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,650 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 1,500 | $10.08 | $15,120.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 3 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,150 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 100 | $10.11 | $1,010.50 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 2 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,650 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:12 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 400 | $10.12 | $4,048.00 |
DisclosureSEC source: 0001209191-19-010692 · doc4.xml · nonDerivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,750 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 18:02 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 63,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062188 · doc4.xml · derivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,168 Underlying: Class A Non-Voting Common Stock · 63,084 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 15:50 UTC | EZCORP INC EZPW · Entity 4528 | OtherRestricted Stock Units · Derivative | 17,828 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · derivative · entry 7 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,084 Underlying: Class A Non-Voting Common Stock · 17,828 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 15:50 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 17,600 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · derivative · entry 6 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,912 Underlying: Class A Non-Voting Common Stock · 17,600 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 15:50 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 71,313 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · derivative · entry 5 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,512 Underlying: Class A Non-Voting Common Stock · 71,313 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 15:50 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 6,574 | $9.12 | $59,954.88 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · nonDerivative · entry 4 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,150 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 9,880 unvested Restricted Stock Awards. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 15:50 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 26,636 | $9.12 | $242,920.32 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · nonDerivative · entry 3 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,724 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 15:50 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 17,600 | $9.12 | $160,512.00 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · nonDerivative · entry 2 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 843,360 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 15:50 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 71,313 | $9.12 | $650,374.56 |
DisclosureSEC source: 0001209191-18-058673 · doc4.xml · nonDerivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,760 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 20:03 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 71,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065602 · doc4.xml · derivative · entry 2 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,825 Underlying: Class A Non-Voting Common Stock · 71,053 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 20:03 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 17,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065602 · doc4.xml · derivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,772 Underlying: Class A Non-Voting Common Stock · 17,600 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 19:37 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 2,073 | $10.00 | $20,730.00 |
DisclosureSEC source: 0001209191-17-061976 · doc4.xml · nonDerivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754,447 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 9,880 unvested Restricted Stock Awards. The Total Non-Derivative Securities Beneficially Owned does not include 150,172 Derivative Securities currently held by Reporting Person. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 19:48 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 61,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156786 · doc4.xml · derivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,172 Underlying: Class A Non-Voting Common Stock · 61,031 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 19:13 UTC | EZCORP INC EZPW · Entity 4528 | Disposition to issuerClass A Non-Voting Common Stock | 1,352 | $11.35 | $15,345.20 |
DisclosureSEC source: 0001209191-16-154332 · doc4.xml · nonDerivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,520 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 14,820 unvested Restricted Stock Awards. The Total Non-Derivative Securities Beneficially Owned does not include 89,141 Derivative Securities currently held by Reporting Person. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 13:25 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 2,188 | $10.80 | $23,630.40 |
DisclosureSEC source: 0001209191-16-143800 · doc4.xml · nonDerivative · entry 1 ROTUNDA JOSEPH L · CIK 0001219741 · President, North American Pawn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,872 F1 · kind: Represents shares withheld to cover tax liability associated with the vesting of restricted stock granted on October 2, 2014. F2 · balance_after: The Total Non-Derivative Securities Beneficially Owned includes 19,760 unvested Restricted Stock Awards. 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.