Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Esquire Financial Holdings, Inc.ESQ · Entity 4764 | Director | August 25, 2026 | August 27, 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.
Esquire Financial Holdings, Inc.
Report date August 25, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,853 |
Reported balance
After 2026-08-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-25 · Gift · Disposed 51,380 · Balance 6,853 F1: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F3: Includes shares of restricted stock which vest 100% on December 10, 2026. F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 51,380 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 51,380 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.
F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.
F3: Includes shares of restricted stock which vest 100% on December 10, 2026.
F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.
F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027.
F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.
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 |
|---|---|---|---|---|---|---|
| January 23, 2018 Filed Feb 7, 2018 20:04 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $19.25 | $0.00 |
DisclosureSEC source: 0001140361-18-005550 · doc1.xml · derivative · entry 3 Powers Richard T · CIK 0001709893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2028-01-23 F1 · shares: Stock options vest in three equal annual installments commencing on January 23, 2019. F1 · derivative.underlying_shares: Stock options vest in three equal annual installments commencing on January 23, 2019. F1 · balance_after: Stock options vest in three equal annual installments commencing on January 23, 2019. Read SEC document |
| December 26, 2017 Filed Dec 27, 2017 19:54 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047466 · doc1.xml · nonDerivative · entry 1 Powers Richard T · CIK 0001709893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 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.