Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAR TECHNOLOGY CORPPAR · Entity 5133 | Director · President & CEO | August 13, 2018 | August 15, 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.
PAR TECHNOLOGY CORP
Report date August 13, 2018 · Filed August 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,930 |
Reported balance
After 2018-08-13 transaction · row 1
1 source rowRow 1 · 2018-08-13 · Grant · Acquired 1,944 · Balance 51,930 F1: (1) Restricted Stock vests according to the following schedule: 33.33% on 12/31/2018, 33.33% on 12/31/2019 and 33.34% on 12/31/2020 |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $22.18 · Expires 2028-08-13 | Direct | 7,333 |
Reported balance
After 2018-08-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-08-13 · Grant · Acquired 7,333 · Balance 7,333 F2: (2) Option vests annually in three equal installments commencing August 13, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: (1) Restricted Stock vests according to the following schedule: 33.33% on 12/31/2018, 33.33% on 12/31/2019 and 33.34% on 12/31/2020
F2: (2) Option vests annually in three equal installments commencing August 13, 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 |
|---|---|---|---|---|---|---|
| August 13, 2018 Filed Aug 15, 2018 20:12 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock · Derivative | 7,333 | $0.00 Strike: $22.18 | $0.00 |
DisclosureSEC source: 0000708821-18-000057 · wf-form4_153436394145534.xml · derivative · entry 2 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,333 Underlying: Common Stock · 7,333 shares Expires 2028-08-13 F2 · derivative.exercise_date: (2) Option vests annually in three equal installments commencing August 13, 2019. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:12 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-18-000057 · wf-form4_153436394145534.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,930 F1 · shares: (1) Restricted Stock vests according to the following schedule: 33.33% on 12/31/2018, 33.33% on 12/31/2019 and 33.34% on 12/31/2020 Read SEC document |
| April 11, 2018 Filed Apr 11, 2018 20:40 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 1,265 | $13.62 | $17,229.30 |
DisclosureSEC source: 0001119868-18-000009 · wf-form4_152347918267893.xml · nonDerivative · entry 2 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,986 Read SEC document |
| April 11, 2018 Filed Apr 11, 2018 20:40 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 148 | $13.62 | $2,015.76 |
DisclosureSEC source: 0001119868-18-000009 · wf-form4_152347918267893.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,251 Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 20:25 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 489 | $14.09 | $6,890.01 |
DisclosureSEC source: 0001119868-18-000007 · wf-form4_152270069274318.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,399 Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 20:11 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 3,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001119868-18-000004 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,888 F1 · shares: The restricted stock will vest according to the following vesting schedule: 100% vests on 4/11/2018. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 20:46 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 441 | $11.04 | $4,868.64 |
DisclosureSEC source: 0001119868-18-000003 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,217 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:33 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 489 | $8.60 | $4,205.40 |
DisclosureSEC source: 0001119868-18-000002 · primary_doc.xml · nonDerivative · entry 2 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,658 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:33 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 3,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001119868-18-000002 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,147 F1 · shares: The restricted stock will vest according to the following vesting schedule: 1,202 shares vest 01/31/2018, 1086 shares vest 02/28/2018, 1202 shares vest 03/31/2018, 429 shares vest 04/11/2018. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 21:00 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 419 | $9.35 | $3,917.65 |
DisclosureSEC source: 0001119868-18-000001 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,228 Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 18:27 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 418 | $8.72 | $3,644.96 |
DisclosureSEC source: 0001119868-17-000012 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,647 Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 13:18 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 418 | $10.94 | $4,572.92 |
DisclosureSEC source: 0001119868-17-000011 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,065 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 17:53 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 418 | $10.44 | $4,363.92 |
DisclosureSEC source: 0001119868-17-000010 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,483 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 19:44 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 408 | $10.75 | $4,386.00 |
DisclosureSEC source: 0001119868-17-000008 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,901 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 21:17 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 408 | $8.96 | $3,655.68 |
DisclosureSEC source: 0001119868-17-000006 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,309 Read SEC document |
| July 31, 2017 Filed Aug 4, 2017 20:14 UTC Amendment | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 408 | $8.96 | $3,655.68 |
DisclosureSEC source: 0001119868-17-000007 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,309 F1 · shares: The Form 4 filed on August 2, 2017, reported an "A" in column 4. in error. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:26 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 481 | $8.51 | $4,093.31 |
DisclosureSEC source: 0001119868-17-000004 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,717 Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:03 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 14,162 | $0.02 | $283.24 |
DisclosureSEC source: 0001119868-17-000002 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,117 F1 · shares: These shares will vest per the following: 2,682 shares will vest on May 31, 2017; 1,640 shares shall vest in seven (7) equal monthly installments starting on June 30, 2017 and at the end of each month thereafter. Read SEC document |
| May 17, 2017 Filed Jun 2, 2017 16:36 UTC Amendment | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 10,243 | $0.02 | $204.86 |
DisclosureSEC source: 0001119868-17-000003 · primary_doc.xml · nonDerivative · entry 1 FOLEY DONALD H · CIK 0001119868 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,198 F1 · shares: This amendment to Dr. Foley's Form 4 filed on May 19, 2017 with the Securities and Exchange Commission is being filed in connection with an amendment to Dr. Foley's Restricted Stock Award Agreement ("the Amendment") that corrected an administrative error in the number of shares of time vesting restricted stock (the "Shares") granted to Dr. Foley. Pursuant to the Amendment, instead of being granted 14,162 Shares, Dr. Foley was granted 10,243 Shares. The Shares vest in increments: (i) 1,940 Shares vested on May 31, 2017; (ii) 1,186 Shares vest on each of June 30, July 31, August 31, September 30, October 31, and November 30, 2017; and (iii) 1,187 Shares vest on December 31, 2017. 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.