Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Regional Management Corp.RM · Entity 2197 | President and COO | March 15, 2017 | March 17, 2017 |
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.
Regional Management Corp.
Report date March 15, 2017 · Filed March 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.99 · Expires 2027-03-15 | Direct | 19,230 |
Reported balance
After 2017-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-15 · Grant · Acquired 19,230 · Balance 19,230 F1: The option vests and becomes exercisable in three equal installments on each of December 31, 2017, December 31, 2018, and December 31, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests and becomes exercisable in three equal installments on each of December 31, 2017, December 31, 2018, and December 31, 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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 17, 2017 20:18 UTC | Regional Management Corp. RM · Entity 2197 | GrantEmployee Stock Option (right to buy) · Derivative | 19,230 | $0.00 Strike: $19.99 | $0.00 |
DisclosureSEC source: 0001209191-17-021362 · doc4.xml · derivative · entry 1 Anderson Jody L. · CIK 0001621275 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,230 Underlying: Common Stock · 19,230 shares Expires 2027-03-15 F1 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on each of December 31, 2017, December 31, 2018, and December 31, 2019. 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.