Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPLUS INCPLUS · Entity 4423 | Director | September 25, 2018 | September 27, 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.
EPLUS INC
Report date September 25, 2018 · Filed September 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,010 |
Reported balance
After 2018-09-25 transaction · row 1
1 source rowRow 1 · 2018-09-25 · Grant · Acquired 797 · Balance 27,010 F1: On September 25, 2018, Mr. Norton, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 797 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 25, 2018, Mr. Norton, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 797 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company.
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 |
|---|---|---|---|---|---|---|
| September 25, 2018 Filed Sep 27, 2018 21:12 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003222 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,010 F1 · shares: On September 25, 2018, Mr. Norton, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 797 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 21:25 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-035230 · doc1.xml · nonDerivative · entry 2 NORTON PHILLIP G · CIK 0001057485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,213 F2 · shares: On August 1, 2018, Mr. Norton retired as an employee of ePlus inc. (the "Company") and remains on ePlus' Board as an Outside Director. Pursuant to the 2017 Non-Employee Director Long-Term Incentive Plan (the "Plan"), upon becoming an Outside Director he was granted a restricted stock award of 114 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 20:06 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,428 | $91.29 | $130,365.83 |
DisclosureSEC source: 0001140361-18-026820 · doc1.xml · nonDerivative · entry 6 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,599 F5 · price: The transaction was executed in multiple trades at prices ranging from $91.10 to $91.65 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 20:06 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,004 | $92.27 | $92,638.18 |
DisclosureSEC source: 0001140361-18-026820 · doc1.xml · nonDerivative · entry 5 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,027 F4 · price: The transaction was executed in multiple trades at prices ranging from $92.00 to $92.45 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 20:06 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 7,406 | $91.32 | $676,348.51 |
DisclosureSEC source: 0001140361-18-026820 · doc1.xml · nonDerivative · entry 4 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,031 F3 · price: The transaction was executed in multiple trades at prices ranging from $91.00 to $91.95 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 20:06 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 500 | $90.00 | $45,000.00 |
DisclosureSEC source: 0001140361-18-026820 · doc1.xml · nonDerivative · entry 3 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,437 Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 20:06 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 2,600 | $92.20 | $239,729.88 |
DisclosureSEC source: 0001140361-18-026820 · doc1.xml · nonDerivative · entry 2 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,937 F2 · price: The transaction was executed in multiple trades at prices ranging from $92.00 to $92.55 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 20:06 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 7,400 | $91.58 | $677,720.86 |
DisclosureSEC source: 0001140361-18-026820 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,537 F1 · price: The transaction was executed in multiple trades at prices ranging from $91.40 to $91.80 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| June 19, 2017 Filed Jun 19, 2017 22:58 UTC | EPLUS INC PLUS · Entity 4423 | Tax withholdingCommon Stock | 3,497 | $74.50 | $260,526.50 |
DisclosureSEC source: 0001140361-17-025518 · doc1.xml · nonDerivative · entry 2 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,937 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial vesting of a restricted stock award granted on June 17, 2015, and originally reported by the reporting person in a Form 4 filed with the Commission on June 17, 2015. Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 22:58 UTC | EPLUS INC PLUS · Entity 4423 | Tax withholdingCommon Stock | 3,090 | $75.20 | $232,368.00 |
DisclosureSEC source: 0001140361-17-025518 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,434 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial vesting of a restricted stock award granted on June 16, 2016, and originally reported by the reporting person in a Form 4 filed with the Commission on June 16, 2016. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 22:45 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 20,880 | $79.04 | $1,650,271.68 |
DisclosureSEC source: 0001140361-17-024740 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,524 F1 · shares: The transaction was executed in multiple trades at prices ranging from $78.80 to $79.45 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F2 · balance_after: On March 31, 2017, the common stock of ePlus inc. split 2-for-1, resulting in the reporting person's direct ownership of 38,702 additional shares of common stock. Read SEC document |
| May 11, 2017 Filed Aug 2, 2018 21:25 UTC | EPLUS INC PLUS · Entity 4423 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-035230 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,099 F1 · shares: This transaction represents a charitable donation. Read SEC document |
| September 23, 2016 Filed Sep 26, 2016 22:32 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 27,654 | $90.41 | $2,500,231.32 |
DisclosureSEC source: 0001140361-16-080762 · doc1.xml · nonDerivative · entry 2 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By J.A.P. Investment Group, L.P. Disclosed balance after: 0 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2016, and as amended on August 11, 2016. F3 · price: The transaction was executed in multiple trades at prices ranging from $90.00 to $90.64 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 22:32 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 24,178 | $90.45 | $2,186,955.71 |
DisclosureSEC source: 0001140361-16-080762 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By J.A.P. Investment Group, L.P. Disclosed balance after: 27,654 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2016, and as amended on August 11, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $90.00 to $90.57 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| September 21, 2016 Filed Sep 21, 2016 21:21 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 24,242 | $90.27 | $2,188,434.43 |
DisclosureSEC source: 0001140361-16-080457 · doc1.xml · nonDerivative · entry 3 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By J.A.P. Investment Group, L.P. Disclosed balance after: 51,832 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2016, and as amended on August 11, 2016. F4 · price: The transaction was executed in multiple trades at prices ranging from $90.00 to $90.38 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 21:21 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 4,857 | $90.32 | $438,688.13 |
DisclosureSEC source: 0001140361-16-080457 · doc1.xml · nonDerivative · entry 2 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By J.A.P. Investment Group, L.P. Disclosed balance after: 76,074 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2016, and as amended on August 11, 2016. F3 · price: The transaction was executed in multiple trades at prices ranging from $90.00 to $91.06 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 21:21 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 13,583 | $91.18 | $1,238,476.21 |
DisclosureSEC source: 0001140361-16-080457 · doc1.xml · nonDerivative · entry 1 NORTON PHILLIP G · CIK 0001057485 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By J.A.P. Investment Group, L.P. Disclosed balance after: 80,931 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2016, and as amended on August 11, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $90.13 to $91.67 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. 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.