Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Chief Human Resources Officer | 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 | 11,018 |
Ending reported balance
After 2026-08-31 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-29 · Exercise / conversion · Acquired 645 · Balance 10,065 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 207 · Balance 9,858 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 330 · Balance 10,188 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 106 · Balance 10,082 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 1,377 · Balance 11,459 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 441 · Balance 11,018 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 | 1,286 |
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 645 · Balance 1,286 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 | 330 |
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 330 · Balance 330 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 1,377 · 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 | 1,089 |
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 1,089 · Balance 1,089 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 |
|---|---|---|---|---|---|---|
| March 31, 2023 Filed Apr 4, 2023 23:13 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 210 | $0.00 Strike: $45.01 | $0.00 |
DisclosureSEC source: 0001140361-23-016417 · form4.xml · derivative · entry 2 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210 Underlying: Common Stock · 210 shares Expires 2030-03-31 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the March 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 |
| March 31, 2023 Filed Apr 4, 2023 23:13 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-016417 · form4.xml · derivative · entry 1 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437 Underlying: Common Stock · 437 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of 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 March 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 March 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 |
| January 31, 2023 Filed Feb 2, 2023 22:20 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001718 · doc1.xml · derivative · entry 3 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352 Underlying: Common Stock · 353 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 Issuer upon vesting of such RSU. F3 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the January 31, 2022 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. F3 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the January 31, 2022 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 |
| January 31, 2023 Filed Feb 2, 2023 22:20 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 105 | $36.63 | $3,846.15 |
DisclosureSEC source: 0001567619-23-001718 · doc1.xml · nonDerivative · entry 2 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673 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 |
| January 31, 2023 Filed Feb 2, 2023 22:20 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-001718 · doc1.xml · nonDerivative · entry 1 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778 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 Issuer upon vesting of such RSU. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 22:15 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-034570 · form4.xml · derivative · entry 3 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 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 Issuer upon vesting of such RSU. F3 · derivative.exercise_date: This line reports 50% of the RSUs that were awarded on the September 21, 2021 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. F3 · derivative.expiration_date: This line reports 50% of the RSUs that were awarded on the September 21, 2021 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 |
| September 21, 2022 Filed Sep 23, 2022 22:15 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 200 | $19.00 | $3,800.00 |
DisclosureSEC source: 0001140361-22-034570 · form4.xml · nonDerivative · entry 2 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425 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 |
| September 21, 2022 Filed Sep 23, 2022 22:15 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-034570 · form4.xml · nonDerivative · entry 1 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 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 Issuer upon vesting of such RSU. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 21:50 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 1,194 | $0.00 Strike: $14.19 | $0.00 |
DisclosureSEC source: 0001567619-22-002363 · doc1.xml · derivative · entry 2 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194 Underlying: Common Stock · 1,194 shares Expires 2029-01-31 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the January 31, 2022 award date, and 50% will vest on the second anniversary of the award date. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 21:50 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002363 · doc1.xml · derivative · entry 1 Vollmer Sonya · CIK 0001903398 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705 Underlying: Common Stock · 705 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of 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 January 31, 2022 award date, and 50% will vest on the second anniversary of the award date. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the January 31, 2022 award date, and 50% will vest on the second anniversary of the award 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.