Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Esquire Financial Holdings, Inc.ESQ · Entity 4764 | Director | December 10, 2018 | December 21, 2018 |
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.
Esquire Financial Holdings, Inc.
Report date December 10, 2018 · Filed December 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $24.90 · Expires 2028-12-10 | Direct | 1,500 |
Reported balance
After 2018-12-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-12-10 · Grant · Acquired 1,500 · Balance 1,500 F1: Stock options vest in three equal annual installments commencing on December 10, 2019. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.50 · Expires 2026-09-01 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,500 F2: Stock options vest at a rate of 20% per year commencing on September 1, 2017. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $19.25 · Expires 2028-01-23 | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,500 F3: Stock option vest in three equal annual installments commencing on January 23, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 26,580 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 26,580 |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for children's trust | 36,800 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,800 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options vest in three equal annual installments commencing on December 10, 2019.
F2: Stock options vest at a rate of 20% per year commencing on September 1, 2017.
F3: Stock option vest in three equal annual installments commencing on January 23, 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 |
|---|---|---|---|---|---|---|
| December 10, 2018 Filed Dec 21, 2018 16:33 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $24.90 | $0.00 |
DisclosureSEC source: 0001567619-18-008516 · doc1.xml · derivative · entry 3 Morgan John B · CIK 0001710060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2028-12-10 F1 · shares: Stock options vest in three equal annual installments commencing on December 10, 2019. F1 · derivative.underlying_shares: Stock options vest in three equal annual installments commencing on December 10, 2019. F1 · balance_after: Stock options vest in three equal annual installments commencing on December 10, 2019. Read SEC document |
| January 23, 2018 Filed Feb 7, 2018 14:59 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $19.25 | $0.00 |
DisclosureSEC source: 0001140361-18-005541 · doc1.xml · derivative · entry 3 Morgan John B · CIK 0001710060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2028-01-23 F2 · shares: Stock option vest in three equal annual installments commencing on January 23, 2019. F2 · derivative.underlying_shares: Stock option vest in three equal annual installments commencing on January 23, 2019. F2 · balance_after: Stock option vest in three equal annual installments commencing on January 23, 2019. 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.