Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Chief Information Officer | May 01, 2018 | May 02, 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.
CPI Card Group Inc.
Report date May 01, 2018 · Filed May 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.77 · Expires 2028-05-01 | Direct | 10,000 |
Reported balance
After 2018-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-01 · Grant · Acquired 10,000 · Balance 10,000 F1: 33.4% of the options will vest on the first anniversary of the grant date, 33.3% will vest on the second anniversary of the grant date, and 33.3% will vest on the third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: 33.4% of the options will vest on the first anniversary of the grant date, 33.3% will vest on the second anniversary of the grant date, and 33.3% will vest on the third anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 2, 2018 21:50 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $2.77 | $0.00 |
DisclosureSEC source: 0001140361-18-021325 · doc1.xml · derivative · entry 1 Grant Robert Lee · CIK 0001738176 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-05-01 F1 · derivative.exercise_date: 33.4% of the options will vest on the first anniversary of the grant date, 33.3% will vest on the second anniversary of the grant date, and 33.3% will vest on the third anniversary of the grant date. 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.