Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TTEC Holdings, Inc.TTEC · Entity 7047 | EVP, CSS | March 29, 2018 | April 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.
TTEC Holdings, Inc.
Report date March 29, 2018 · Filed April 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,884 |
Reported balance
After 2018-03-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-29 · Exercise / conversion · Acquired 3,650 · Balance 8,884 F1: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018. |
| Common StockSEC Table I · non-derivative | Direct | 7,825 |
Reported balance
After 2018-03-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-03-29 · Tax withholding · Disposed 1,059 · Balance 7,825 F2: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of RSUs. No shares were sold. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,949 |
Reported balance
After 2018-03-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-29 · Exercise / conversion · Disposed 3,650 · Balance 10,949 F1: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018.
F2: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of RSUs. No shares were sold.
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 |
|---|---|---|---|---|---|---|
| March 29, 2018 Filed Apr 2, 2018 20:37 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionRestricted Stock Units · Derivative | 3,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005053 · edgar.xml · derivative · entry 3 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,949 Underlying: Common Stock · 3,650 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018. F1 · derivative.exercise_date: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018. F1 · derivative.expiration_date: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:37 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Tax withholdingCommon Stock | 1,059 | $30.70 | $32,511.30 |
DisclosureSEC source: 0001179110-18-005053 · edgar.xml · nonDerivative · entry 2 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,825 F2 · security: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of RSUs. No shares were sold. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:37 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionCommon Stock | 3,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005053 · edgar.xml · nonDerivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,884 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on March 29, 2018. The Reporting Person initially received 14,599 time-based RSUs on June 5, 2017. The RSUs vest in four installments of 25% per year beginning on March 29, 2018. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:57 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | SaleCommon Stock | 6,000 | $32.55 | $195,300.00 |
DisclosureSEC source: 0001179110-18-004775 · edgar.xml · nonDerivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $32.50 and $35.25. The Reporting Person, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, will undertake to provide further information regarding the number of securities purchased or sold at each separate price. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 20:49 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | SaleCommon Stock | 4,000 | $32.81 | $131,240.00 |
DisclosureSEC source: 0001179110-18-004602 · edgar.xml · nonDerivative · entry 3 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,234 F3 · price: Represents the weighted average price of multiple transactions with a range of prices between $32.55 and $33.10. The Reporting Person, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, will undertake to provide further information regarding the number of securities purchased or sold at each separate price. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:49 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionRestricted Stock Units · Derivative | 2,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004602 · edgar.xml · derivative · entry 4 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,184 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on March 15, 2018. The Reporting Person initially received 2,184 time-based RSUs on March 15, 2017. The RSUs vested 100% on March 15, 2018. F1 · derivative.exercise_date: Reflects vesting of Restricted Stock Units ("RSUs") on March 15, 2018. The Reporting Person initially received 2,184 time-based RSUs on March 15, 2017. The RSUs vested 100% on March 15, 2018. F1 · derivative.expiration_date: Reflects vesting of Restricted Stock Units ("RSUs") on March 15, 2018. The Reporting Person initially received 2,184 time-based RSUs on March 15, 2017. The RSUs vested 100% on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:49 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Tax withholdingCommon Stock | 719 | $33.20 | $23,870.80 |
DisclosureSEC source: 0001179110-18-004602 · edgar.xml · nonDerivative · entry 2 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,234 F2 · security: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of RSUs. No shares were sold. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:49 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionCommon Stock | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004602 · edgar.xml · nonDerivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,953 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on March 15, 2018. The Reporting Person initially received 2,184 time-based RSUs on March 15, 2017. The RSUs vested 100% on March 15, 2018. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 22:36 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionRestricted Stock Units · Derivative | 15,910 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008836 · edgar.xml · derivative · entry 3 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,867 Underlying: Common Stock · 15,910 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on June 8, 2017. The Reporting Person initially received 39,777 time-based RSUs on June 8, 2015. The RSUs vest 40% on June 8, 2017 and 20% annually thereafter for the remainder of the grant. F1 · derivative.exercise_date: Reflects vesting of Restricted Stock Units ("RSUs") on June 8, 2017. The Reporting Person initially received 39,777 time-based RSUs on June 8, 2015. The RSUs vest 40% on June 8, 2017 and 20% annually thereafter for the remainder of the grant. F1 · derivative.expiration_date: Reflects vesting of Restricted Stock Units ("RSUs") on June 8, 2017. The Reporting Person initially received 39,777 time-based RSUs on June 8, 2015. The RSUs vest 40% on June 8, 2017 and 20% annually thereafter for the remainder of the grant. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 22:36 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Tax withholdingCommon Stock | 5,931 | $40.75 | $241,688.25 |
DisclosureSEC source: 0001179110-17-008836 · edgar.xml · nonDerivative · entry 2 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,769 F2 · security: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of RSUs. No shares were sold. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 22:36 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionCommon Stock | 15,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008836 · edgar.xml · nonDerivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,700 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on June 8, 2017. The Reporting Person initially received 39,777 time-based RSUs on June 8, 2015. The RSUs vest 40% on June 8, 2017 and 20% annually thereafter for the remainder of the grant. Read SEC document |
| June 05, 2017 Filed Jun 6, 2017 20:02 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | GrantRestricted Stock Units · Derivative | 14,599 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008650 · edgar.xml · derivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,599 Underlying: Common Stock · 14,599 shares Expires not disclosed F1 · security: The Reporting Person received 14,599 time-based Restricted Stock Units ("RSUs") on June 5, 2017. The RSUs vest 25% per year beginning on March 29, 2018 and on each anniversary thereafter. F1 · derivative.exercise_date: The Reporting Person received 14,599 time-based Restricted Stock Units ("RSUs") on June 5, 2017. The RSUs vest 25% per year beginning on March 29, 2018 and on each anniversary thereafter. F1 · derivative.expiration_date: The Reporting Person received 14,599 time-based Restricted Stock Units ("RSUs") on June 5, 2017. The RSUs vest 25% per year beginning on March 29, 2018 and on each anniversary thereafter. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:51 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | SaleCommon Stock | 5,600 | $42.58 | $238,434.56 |
DisclosureSEC source: 0001179110-17-008443 · edgar.xml · nonDerivative · entry 2 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,790 F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $42.55 and $42.60. The Reporting Person, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, will undertake to provide further information regarding the number of securities purchased or sold at each separate price. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:51 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | SaleCommon Stock | 900 | $42.60 | $38,340.00 |
DisclosureSEC source: 0001179110-17-008443 · edgar.xml · nonDerivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,390 Read SEC document |
| May 26, 2017 Filed May 30, 2017 21:03 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionRestricted Stock Units · Derivative | 14,920 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008193 · edgar.xml · derivative · entry 3 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,920 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on May 26, 2017. The Reporting Person initially received 14,920 time-based RSUs on May 26, 2016. The RSUs vest 100% on May 26, 2017. F1 · derivative.exercise_date: Reflects vesting of Restricted Stock Units ("RSUs") on May 26, 2017. The Reporting Person initially received 14,920 time-based RSUs on May 26, 2016. The RSUs vest 100% on May 26, 2017. F1 · derivative.expiration_date: Reflects vesting of Restricted Stock Units ("RSUs") on May 26, 2017. The Reporting Person initially received 14,920 time-based RSUs on May 26, 2016. The RSUs vest 100% on May 26, 2017. Read SEC document |
| May 26, 2017 Filed May 30, 2017 21:03 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Tax withholdingCommon Stock | 4,630 | $41.95 | $194,228.50 |
DisclosureSEC source: 0001179110-17-008193 · edgar.xml · nonDerivative · entry 2 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,290 F2 · security: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of RSUs. No shares were sold. Read SEC document |
| May 26, 2017 Filed May 30, 2017 21:03 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | Exercise / conversionCommon Stock | 14,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008193 · edgar.xml · nonDerivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,920 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. F1 · security: Reflects vesting of Restricted Stock Units ("RSUs") on May 26, 2017. The Reporting Person initially received 14,920 time-based RSUs on May 26, 2016. The RSUs vest 100% on May 26, 2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:53 UTC | TTEC Holdings, Inc. TTEC · Entity 7047 | GrantRestricted Stock Units · Derivative | 2,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004717 · edgar.xml · derivative · entry 1 JIMENEZ ROBERT N · CIK 0001644641 · EVP, CSS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,184 Underlying: Common Stock · 2,184 shares Expires not disclosed F1 · security: The Reporting Person received 2,184 time-based Restricted Stock Units ("RSUs") on March 15, 2017. The RSUs vest 100% on March 15, 2018. F1 · derivative.exercise_date: The Reporting Person received 2,184 time-based Restricted Stock Units ("RSUs") on March 15, 2017. The RSUs vest 100% on March 15, 2018. F1 · derivative.expiration_date: The Reporting Person received 2,184 time-based Restricted Stock Units ("RSUs") on March 15, 2017. The RSUs vest 100% on March 15, 2018. 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.