Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Director · President and CEO | August 29, 2026 | September 01, 2026 |
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 August 29, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,070 |
Ending reported balance
After 2026-08-31 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-29 · Exercise / conversion · Acquired 8,704 · Balance 78,371 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Row 2 · 2026-08-29 · Tax withholding · Disposed 3,829 · Balance 74,542 F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting RSUs. Not an open market sale of securities. Row 3 · 2026-08-30 · Exercise / conversion · Acquired 4,130 · Balance 78,672 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Row 4 · 2026-08-30 · Tax withholding · Disposed 1,817 · Balance 76,855 F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting RSUs. Not an open market sale of securities. Row 5 · 2026-08-31 · Exercise / conversion · Acquired 3,955 · Balance 80,810 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Row 6 · 2026-08-31 · Tax withholding · Disposed 1,740 · Balance 79,070 F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting RSUs. Not an open market sale of securities. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,402 |
Reported balance
After 2026-08-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-29 · Exercise / conversion · Disposed 8,704 · Balance 17,402 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3: This line reports RSUs that were awarded on the August 29, 2025 award date, which vested on the first anniversary of the award date. The remaining RSUs granted on the award date will vest in substantially equal installments on the second and third anniversaries of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,130 |
Reported balance
After 2026-08-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-30 · Exercise / conversion · Disposed 4,130 · Balance 4,130 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4: This line reports RSUs that were awarded on the August 30, 2024 award date, which vested in substantially equal installments on the first and second anniversaries of the award date. The remaining RSUs granted on the award date will vest in a substantially equal installment on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-31 · Exercise / conversion · Disposed 3,955 · Balance 0 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F5: This line reports the remaining RSUs that were awarded on the August 31, 2023 award date, which vested in substantially equal installments on the first, second and third anniversaries of the award date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,345 |
Reported balance
After 2026-08-31 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-31 · Grant · Acquired 16,345 · Balance 16,345 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F6: Represents a restricted stock unit award which vests in three substantially equal installments on August 31, 2027, 2028, and 2029, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.
F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting RSUs. Not an open market sale of securities.
F3: This line reports RSUs that were awarded on the August 29, 2025 award date, which vested on the first anniversary of the award date. The remaining RSUs granted on the award date will vest in substantially equal installments on the second and third anniversaries of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
F4: This line reports RSUs that were awarded on the August 30, 2024 award date, which vested in substantially equal installments on the first and second anniversaries of the award date. The remaining RSUs granted on the award date will vest in a substantially equal installment on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
F5: This line reports the remaining RSUs that were awarded on the August 31, 2023 award date, which vested in substantially equal installments on the first, second and third anniversaries of the award date.
F6: Represents a restricted stock unit award which vests in three substantially equal installments on August 31, 2027, 2028, and 2029, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
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 31, 2025 Filed Jun 3, 2025 20:54 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 5,588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-010849 · form4.xml · nonDerivative · entry 1 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,369 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:54 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 18,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-010849 · form4.xml · derivative · entry 5 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,669 Underlying: Common Stock · 18,669 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F5 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the May 30, 2025 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F5 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the May 30, 2025 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 23, 2025 Filed May 27, 2025 20:14 UTC | CPI Card Group Inc. PMTS · Entity 5850 | PurchaseCommon Stock | 3,500 | $19.97 | $69,899.90 |
DisclosureSEC source: 0001062993-25-010369 · form4.xml · nonDerivative · entry 2 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,781 F2 · price: The reporting person has reported the weighted average purchase price for the transaction reported on this line. The range of prices for the reported transaction is $19.75 and $20.15. The reporting person will provide, upon request by the Secuities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:14 UTC | CPI Card Group Inc. PMTS · Entity 5850 | PurchaseCommon Stock | 9,000 | $20.14 | $181,271.70 |
DisclosureSEC source: 0001062993-25-010369 · form4.xml · nonDerivative · entry 1 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,281 F1 · price: The reporting person has reported the weighted average purchase price for the transaction reported on this line. The range of prices for the reported transaction is $19.55 and $20.55. The reporting person will provide, upon request by the Secuities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · derivative · entry 7 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 628 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F5 · derivative.exercise_date: This line reports the remaining 50% of the RSUs that were awarded on the March 31, 2023 award date. F5 · derivative.expiration_date: This line reports the remaining 50% of the RSUs that were awarded on the March 31, 2023 award date. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · derivative · entry 6 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,375 Underlying: Common Stock · 14,375 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 31, 2025 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provide for in the applicable award agreement. F4 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 31, 2025 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provide for in the applicable award agreement. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 277 | $29.17 | $8,080.09 |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · nonDerivative · entry 4 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,281 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 628 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · nonDerivative · entry 3 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,558 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 6,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · derivative · entry 5 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,938 Underlying: Common Stock · 6,471 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: This line reports 33.4% of the RSUs that were awarded on the March 29, 2024 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: This line reports 33.4% of the RSUs that were awarded on the March 29, 2024 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 2,846 | $28.80 | $81,964.80 |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · nonDerivative · entry 2 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,930 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 23:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 6,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-006755 · form4.xml · nonDerivative · entry 1 LOWE JOHN · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,776 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| November 30, 2024 Filed Dec 4, 2024 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 5,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020007 · form4.xml · derivative · entry 5 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,300 Underlying: Common Stock · 5,652 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F5 · derivative.exercise_date: This line reports 33.4 % of the RSUs that were awarded on the November 30, 2023 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F5 · derivative.expiration_date: This line reports 33.4 % of the RSUs that were awarded on the November 30, 2023 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2024 Filed Dec 4, 2024 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 1,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020007 · form4.xml · derivative · entry 4 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,589 Underlying: Common Stock · 1,589 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F4 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2024 Filed Dec 4, 2024 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 3,185 | $33.01 | $105,136.85 |
DisclosureSEC source: 0001062993-24-020007 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,305 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| November 30, 2024 Filed Dec 4, 2024 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 7,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-020007 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,490 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 12,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020007 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,186 Underlying: Common Stock · 12,186 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 3,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016142 · form4.xml · derivative · entry 5 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,910 Underlying: Common Stock · 3,956 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F5 · derivative.exercise_date: This line reports 33.4 % of the RSUs that were awarded on the August 31, 2023 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F5 · derivative.expiration_date: This line reports 33.4 % of the RSUs that were awarded on the August 31, 2023 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016142 · form4.xml · derivative · entry 4 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,112 Underlying: Common Stock · 1,113 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the August 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F4 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the August 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 2,230 | $28.64 | $63,867.20 |
DisclosureSEC source: 0001062993-24-016142 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,249 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 5,069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-016142 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,479 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 23:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 12,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016142 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,393 Underlying: Common Stock · 12,393 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the August 30, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the August 30, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| June 09, 2024 Filed Jun 11, 2024 20:17 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 3,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012371 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,802 Underlying: Common Stock · 3,404 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: This line reports 33.4 % of the RSUs that were awarded on the June 9, 2023 award date, which vested on the first anniversary of the award date. The remaining 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: This line reports 33.4 % of the RSUs that were awarded on the June 9, 2023 award date, which vested on the first anniversary of the award date. The remaining 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| June 09, 2024 Filed Jun 11, 2024 20:17 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 1,498 | $27.65 | $41,419.70 |
DisclosureSEC source: 0001062993-24-012371 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,410 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| June 09, 2024 Filed Jun 11, 2024 20:17 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 3,404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-012371 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,908 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| May 31, 2024 Filed Jun 5, 2024 00:01 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011923 · form4.xml · derivative · entry 4 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 821 Underlying: Common Stock · 821 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the May 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F4 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the May 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 31, 2024 Filed Jun 5, 2024 00:01 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 14,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011923 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,297 Underlying: Common Stock · 14,297 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the May 31, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the May 31, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 31, 2024 Filed Jun 5, 2024 00:01 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 362 | $26.19 | $9,480.78 |
DisclosureSEC source: 0001062993-24-011923 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,504 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| May 31, 2024 Filed Jun 5, 2024 00:01 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-011923 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,866 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007854 · form4.xml · derivative · entry 4 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 629 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the March 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F4 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the March 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 313 | $17.86 | $5,590.18 |
DisclosureSEC source: 0001062993-24-007854 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,045 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-007854 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,358 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| March 31, 2024 Filed Jun 4, 2024 23:58 UTC Amendment | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011918 · form4a.xml · derivative · entry 4 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 629 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the March 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F4 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the March 31, 2023 award date, which vested on the first anniversary of the award date. The remaining 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| March 31, 2024 Filed Jun 4, 2024 23:58 UTC Amendment | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 313 | $17.86 | $5,590.18 |
DisclosureSEC source: 0001062993-24-011918 · form4a.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,045 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| March 31, 2024 Filed Jun 4, 2024 23:58 UTC Amendment | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-011918 · form4a.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,358 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| March 29, 2024 Filed Apr 3, 2024 00:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 19,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007854 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,409 Underlying: Common Stock · 19,409 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| March 29, 2024 Filed Jun 4, 2024 23:58 UTC Amendment | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 19,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011918 · form4a.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,409 Underlying: Common Stock · 19,409 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| January 25, 2024 Filed Jan 27, 2024 00:15 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantPerformance Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-000312 · form4.xml · derivative · entry 2 Lowe John Daniel · CIK 0001744970 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2029-01-25 F3 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one common share of the Issuer upon vesting of such PSU. F4 · derivative.exercise_date: The PSUs reported on this line vest in equal one-third increments upon the attainment of the rolling weighted average closing price of the Issuer's common shares equaling or exceeding each of $35.00, $50.00 and $65.00, in each case, for at least 90 consecutive trading days during the five-year performance period commencing on the January 25, 2024 award date, subject to the reporting person's continued service through such date. Read SEC document |
| January 25, 2024 Filed Jan 27, 2024 00:15 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-000312 · form4.xml · derivative · entry 1 Lowe John Daniel · CIK 0001744970 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 100% of the RSUs reported on this line vest on the fourth anniversary of the January 25, 2024 award date, subject to the reporting person's continued service through such date. F2 · derivative.expiration_date: 100% of the RSUs reported on this line vest on the fourth anniversary of the January 25, 2024 award date, subject to the reporting person's continued service through such date. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 1,516 | $0.00 Strike: $17.79 | $0.00 |
DisclosureSEC source: 0000905148-23-001566 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,516 Underlying: Common Stock · 1,516 shares Expires 2030-11-30 F4 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the November 30, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 16,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001566 · form4.xml · derivative · entry 2 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,952 Underlying: Common Stock · 16,952 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 3,178 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001566 · form4.xml · derivative · entry 1 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,178 Underlying: Common Stock · 3,178 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 50% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| October 05, 2023 Filed Oct 10, 2023 23:24 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001113 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 74 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: This line reports the remaining 50% of the RSUs that were awarded on the October 5, 2021 award date, which vested on the second anniversary of the award date. F3 · derivative.expiration_date: This line reports the remaining 50% of the RSUs that were awarded on the October 5, 2021 award date, which vested on the second anniversary of the award date. Read SEC document |
| October 05, 2023 Filed Oct 10, 2023 23:24 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 22 | $17.73 | $390.06 |
DisclosureSEC source: 0000905148-23-001113 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,729 F2 · kind: Shares withheld by the Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| October 05, 2023 Filed Oct 10, 2023 23:24 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-23-001113 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,751 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| September 21, 2023 Filed Sep 23, 2023 00:10 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 2,326 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000995 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,326 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: This line reports the remaining 50% of the RSUs that were awarded on the September 21, 2021 award date, which vested on the second anniversary of the award date. F3 · derivative.expiration_date: This line reports the remaining 50% of the RSUs that were awarded on the September 21, 2021 award date, which vested on the second anniversary of the award date. Read SEC document |
| September 21, 2023 Filed Sep 23, 2023 00:10 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 675 | $18.19 | $12,278.25 |
DisclosureSEC source: 0000905148-23-000995 · form4.xml · nonDerivative · entry 2 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,677 F2 · kind: Shares withheld by the Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Read SEC document |
| September 21, 2023 Filed Sep 23, 2023 00:10 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 2,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-23-000995 · form4.xml · nonDerivative · entry 1 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,352 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:14 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 1,302 | $0.00 Strike: $20.67 | $0.00 |
DisclosureSEC source: 0000905148-23-000828 · form4.xml · derivative · entry 3 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,302 Underlying: Common Stock · 1,302 shares Expires 2030-08-31 F4 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the August 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:14 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 11,866 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000828 · form4.xml · derivative · entry 2 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,866 Underlying: Common Stock · 11,866 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:14 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 2,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000828 · form4.xml · derivative · entry 1 Lowe John Daniel · CIK 0001744970 · EVP End-to-End Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,225 Underlying: Common Stock · 2,225 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 50% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. 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.