Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Director | September 14, 2026 | September 14, 2026 |
| FIRST HAWAIIAN, INC.FHB · Entity 4209 | Exec VP & CFO | November 05, 2021 | November 08, 2021 |
| NMI Holdings, Inc.NMIH · Entity 4161 | Chief Financial Officer | February 09, 2024 | February 13, 2024 |
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 September 14, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,471 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Purchase · Acquired 1,000 · Balance 12,471 |
FIRST HAWAIIAN, INC.
Report date November 05, 2021 · Filed November 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,200.925 |
Reported balance
After 2021-11-05 transaction · row 1
1 source rowRow 1 · 2021-11-05 · Sale · Disposed 2,193 · Balance 70,200.925 |
NMI Holdings, Inc.
Report date February 09, 2024 · Filed February 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Shares, $0.01 par value per shareSEC Table I · non-derivative | Direct | 92,908 |
Reported balance
After 2024-02-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-09 · Tax withholding · Disposed 20,956 · Balance 92,908 F1: Represents shares withheld by NMIH to satisfy withholding taxes due in connection with the vesting of certain restricted stock units granted to the reporting person on February 9, 2022 at a net settlement price equal to the closing stock price on February 9, 2024. The shares underlying these restricted stock units vest 40% on each of the first and second anniversaries of the grant date and 20% on the third anniversary of the grant date. F2: Represents 44,566 Class A common shares and 48,342 unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by NMIH to satisfy withholding taxes due in connection with the vesting of certain restricted stock units granted to the reporting person on February 9, 2022 at a net settlement price equal to the closing stock price on February 9, 2024. The shares underlying these restricted stock units vest 40% on each of the first and second anniversaries of the grant date and 20% on the third anniversary of the grant date.
F2: Represents 44,566 Class A common shares and 48,342 unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| December 06, 2019 Filed Aug 19, 2020 22:19 UTC | FIRST HAWAIIAN, INC. FHB · Entity 4209 | PurchaseCommon Stock | 1.661 | $28.15 | $46.76 |
DisclosureSEC source: 0001179110-20-009175 · edgar.xml · nonDerivative · entry 2 Mallela Ravi · CIK 0001751947 · Exec VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,006.494 F1 · shares: Represents shares acquired by the Reporting Person under an automatic dividend reinvestment program through a broker for quarterly cash dividends paid by the Issuer to the stockholder. F2 · balance_after: Information is as of the date of the applicable reported transaction and does not reflect reported transactions occurring after such date. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 20:58 UTC | FIRST HAWAIIAN, INC. FHB · Entity 4209 | Tax withholdingCommon Stock | 3,859 | $25.64 | $98,944.76 |
DisclosureSEC source: 0001179110-19-010189 · edgar.xml · nonDerivative · entry 1 Mallela Ravi · CIK 0001751947 · Exec VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,825 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the Issuer's common stock underlying the restricted share units, previously reported on Form 4 filed on September 11, 2018, that vested on September 7, 2019. Read SEC document |
| September 06, 2019 Filed Aug 19, 2020 22:19 UTC | FIRST HAWAIIAN, INC. FHB · Entity 4209 | PurchaseCommon Stock | 1.833 | $25.25 | $46.28 |
DisclosureSEC source: 0001179110-20-009175 · edgar.xml · nonDerivative · entry 1 Mallela Ravi · CIK 0001751947 · Exec VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,004.833 F1 · shares: Represents shares acquired by the Reporting Person under an automatic dividend reinvestment program through a broker for quarterly cash dividends paid by the Issuer to the stockholder. F2 · balance_after: Information is as of the date of the applicable reported transaction and does not reflect reported transactions occurring after such date. Read SEC document |
| May 17, 2019 Filed Jan 8, 2020 23:34 UTC | FIRST HAWAIIAN, INC. FHB · Entity 4209 | OtherCommon Stock | 178 | $26.74 | $4,759.72 |
DisclosureSEC source: 0001179110-20-000426 · edgar.xml · nonDerivative · entry 1 Mallela Ravi · CIK 0001751947 · Exec VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,003 F1 · kind: The reported transaction involves an open market purchase. Read SEC document |
| April 24, 2019 Filed Apr 27, 2019 01:50 UTC | FIRST HAWAIIAN, INC. FHB · Entity 4209 | GrantCommon Stock | 12,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005233 · edgar.xml · nonDerivative · entry 1 Mallela Ravi · CIK 0001751947 · Exec VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,684 F1 · shares: Restricted shares vest in three equal annual installments beginning on April 24, 2020. Read SEC document |
| September 07, 2018 Filed Sep 12, 2018 00:13 UTC | FIRST HAWAIIAN, INC. FHB · Entity 4209 | GrantCommon Stock | 34,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011311 · edgar.xml · nonDerivative · entry 1 Mallela Ravi · CIK 0001751947 · Exec VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,295 F1 · shares: Represents restricted share units that will vest in three approximately equal increments on September 7, 2019, September 7, 2020, and September 7, 2021 and settle in shares of Common Stock on a one-to-one basis, contingent upon continued employment through the vesting 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.