Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Paysign, Inc.
Report date December 05, 2018 · Filed December 07, 2018
Section 16 reporting ended · disclosed 2018-12-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 256,390 |
Reported balance
After 2018-12-05 transaction · row 1
1 source rowRow 1 · 2018-12-05 · Grant · Acquired 200,000 · Balance 256,390 F1: N/A |
| Stock GrantSEC Table II · derivative / convertible security | Direct | 300,000 |
Reported balance
After 2018-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-12-05 · Conversion · Disposed 200,000 · Balance 300,000 F2: N/A F3: On November 11 2016, the company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vested in equal amounts over a five year period on the last day of each calendar quarter if Mr. Polan still employed by the company at that time. As of December 5, 2018, two hundred thousand shares have vested and have been issued. Three hundred thousand shares have not vested and have not been issued. |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
F2: N/A
F3: On November 11 2016, the company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vested in equal amounts over a five year period on the last day of each calendar quarter if Mr. Polan still employed by the company at that time. As of December 5, 2018, two hundred thousand shares have vested and have been issued. Three hundred thousand shares have not vested and have not been issued.
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 05, 2018 Filed Dec 7, 2018 16:40 UTC | Paysign, Inc. TPNL · Entity 5220 | ConversionStock Grant · Derivative | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-18-003640 · ownership.xml · derivative · entry 2 Polan Brian · CIK 0001689541 · VP Corporate Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 200,000 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. F2 · derivative.exercise_price: N/A F3 · price: On November 11 2016, the company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vested in equal amounts over a five year period on the last day of each calendar quarter if Mr. Polan still employed by the company at that time. As of December 5, 2018, two hundred thousand shares have vested and have been issued. Three hundred thousand shares have not vested and have not been issued. F3 · derivative.exercise_date: On November 11 2016, the company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vested in equal amounts over a five year period on the last day of each calendar quarter if Mr. Polan still employed by the company at that time. As of December 5, 2018, two hundred thousand shares have vested and have been issued. Three hundred thousand shares have not vested and have not been issued. F3 · derivative.expiration_date: On November 11 2016, the company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vested in equal amounts over a five year period on the last day of each calendar quarter if Mr. Polan still employed by the company at that time. As of December 5, 2018, two hundred thousand shares have vested and have been issued. Three hundred thousand shares have not vested and have not been issued. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 16:40 UTC | Paysign, Inc. TPNL · Entity 5220 | GrantCommon Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-18-003640 · ownership.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · VP Corporate Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,390 F1 · price: N/A Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 12:57 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 4,390 | $0.34 | $1,492.60 |
DisclosureSEC source: 0001683168-17-000211 · polan_f4.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,390 Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 16:46 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 5,000 | $0.34 | $1,700.00 |
DisclosureSEC source: 0001683168-17-000102 · polan_f4.xml · nonDerivative · entry 2 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 16:46 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 7,000 | $0.31 | $2,153.90 |
DisclosureSEC source: 0001683168-17-000102 · polan_f4.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 17:23 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 2,500 | $0.33 | $825.00 |
DisclosureSEC source: 0001683168-16-000904 · polan_f4-120916.xml · nonDerivative · entry 3 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 17:23 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 1,250 | $0.33 | $408.25 |
DisclosureSEC source: 0001683168-16-000904 · polan_f4-120916.xml · nonDerivative · entry 2 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 17:23 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 10,000 | $0.33 | $3,300.00 |
DisclosureSEC source: 0001683168-16-000904 · polan_f4-120916.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,250 Read SEC document |
| November 30, 2016 Filed Nov 30, 2016 16:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 2,000 | $0.34 | $680.00 |
DisclosureSEC source: 0001683168-16-000812 · polan_frm4.xml · nonDerivative · entry 3 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,250 Read SEC document |
| November 30, 2016 Filed Nov 30, 2016 16:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 3,000 | $0.33 | $999.30 |
DisclosureSEC source: 0001683168-16-000812 · polan_frm4.xml · nonDerivative · entry 2 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,250 Read SEC document |
| November 30, 2016 Filed Nov 30, 2016 16:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 1,000 | $0.29 | $290.00 |
DisclosureSEC source: 0001683168-16-000812 · polan_frm4.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,250 Read SEC document |
| November 22, 2016 Filed Nov 22, 2016 16:49 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 4,000 | $0.36 | $1,440.00 |
DisclosureSEC source: 0001683168-16-000774 · polan_frm4.xml · nonDerivative · entry 2 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,250 Read SEC document |
| November 22, 2016 Filed Nov 22, 2016 16:49 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 250 | $0.29 | $72.50 |
DisclosureSEC source: 0001683168-16-000774 · polan_frm4.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,250 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 14:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 3,500 | $0.33 | $1,138.90 |
DisclosureSEC source: 0001683168-16-000712 · polan_f4.xml · nonDerivative · entry 4 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 14:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 5,000 | $0.31 | $1,550.00 |
DisclosureSEC source: 0001683168-16-000712 · polan_f4.xml · nonDerivative · entry 3 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 14:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 5,000 | $0.27 | $1,369.50 |
DisclosureSEC source: 0001683168-16-000712 · polan_f4.xml · nonDerivative · entry 2 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 14:45 UTC | Paysign, Inc. TPNL · Entity 5220 | PurchaseCommon Stock | 2,500 | $0.27 | $663.50 |
DisclosureSEC source: 0001683168-16-000712 · polan_f4.xml · nonDerivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 17:25 UTC | Paysign, Inc. TPNL · Entity 5220 | GrantStock Grant · Derivative | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-16-000675 · polan_f4.xml · derivative · entry 1 Polan Brian · CIK 0001689541 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · price: On November 11, 2016 the Company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vests in equal amounts over a five year period on the last day of each calendar quarter if Brian Polan is still employed at that time. The shares have not been issued at this time. F2 · derivative.exercise_date: On November 11, 2016 the Company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vests in equal amounts over a five year period on the last day of each calendar quarter if Brian Polan is still employed at that time. The shares have not been issued at this time. F2 · derivative.expiration_date: On November 11, 2016 the Company granted Brian Polan five hundred thousand shares of common stock with a value of $78,795. The stock grant vests in equal amounts over a five year period on the last day of each calendar quarter if Brian Polan is still employed at that time. The shares have not been issued at this time. 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.