Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Director · President & CEO | November 30, 2023 | December 05, 2023 |
| Oportun Financial CorpOPRT · Entity 5862 | Director | August 19, 2026 | August 20, 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 November 30, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 52,538 |
Reported balance
After 2023-11-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-11-30 · Grant · Acquired 52,538 · Balance 52,538 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2: 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.79 | Direct | 35,833 |
Reported balance
After 2023-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-11-30 · Grant · Acquired 35,833 · Balance 35,833 F3: 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. The options that vest on the first anniversary of the award date expire on November 30, 2027, and the options that vest on the second anniversary of the award date expire on November 30, 2028. |
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: 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.
F3: 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. The options that vest on the first anniversary of the award date expire on November 30, 2027, and the options that vest on the second anniversary of the award date expire on November 30, 2028.
Oportun Financial Corp
Report date August 19, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,869 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 20,869 · Balance 20,869 F1: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date. F2: Each RSU represents the right to receive, at settlement, one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date.
F2: Each RSU represents the right to receive, at settlement, one share of common stock.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 20, 2026 21:45 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000088 · wk-form4_1787262315.xml · nonDerivative · entry 1 Scheirman Scott · CIK 0001374969 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,869 F1 · shares: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:10 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 35,833 | $0.00 Strike: $17.79 | $0.00 |
DisclosureSEC source: 0000905148-23-001561 · form4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,833 Underlying: Common Stock · 35,833 shares Expires not disclosed F3 · 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. The options that vest on the first anniversary of the award date expire on November 30, 2027, and the options that vest on the second anniversary of the award date expire on November 30, 2028. F3 · derivative.expiration_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. The options that vest on the first anniversary of the award date expire on November 30, 2027, and the options that vest on the second anniversary of the award date expire on November 30, 2028. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:10 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 52,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001561 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,538 Underlying: Common Stock · 52,538 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 |
| September 21, 2023 Filed Sep 23, 2023 00:09 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 9,703 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000990 · form4.xml · derivative · entry 3 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,703 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 00:09 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 4,268 | $18.19 | $77,634.92 |
DisclosureSEC source: 0000905148-23-000990 · form4.xml · nonDerivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,786 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 00:09 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 9,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-23-000990 · form4.xml · nonDerivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,054 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 00:28 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 30,585 | $0.00 Strike: $20.67 | $0.00 |
DisclosureSEC source: 0000905148-23-000836 · form4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,585 Underlying: Common Stock · 30,585 shares Expires not disclosed F3 · 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. The options that vest on the first anniversary of the award date expire on August 31, 2027, and the options that vest on the second anniversary of the award date expire on August 31, 2028. F3 · derivative.expiration_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. The options that vest on the first anniversary of the award date expire on August 31, 2027, and the options that vest on the second anniversary of the award date expire on August 31, 2028. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:28 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 36,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000836 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,778 Underlying: Common Stock · 36,778 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 |
| June 09, 2023 Filed Jun 14, 2023 00:41 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 27,502 | $0.00 Strike: $23.03 | $0.00 |
DisclosureSEC source: 0001140361-23-029718 · form4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,502 Underlying: Common Stock · 27,502 shares Expires 2028-06-09 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the June 9, 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 |
| June 09, 2023 Filed Jun 14, 2023 00:41 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 31,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-029718 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,633 Underlying: Common Stock · 31,633 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 June 9, 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 June 9, 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 |
| May 31, 2023 Filed Jun 3, 2023 01:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 4,667 | $0.00 Strike: $26.61 | $0.00 |
DisclosureSEC source: 0001140361-23-028183 · form4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,667 Underlying: Common Stock · 4,667 shares Expires 2030-05-31 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the May 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 |
| May 31, 2023 Filed Jun 3, 2023 01:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 7,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-028183 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,506 Underlying: Common Stock · 7,506 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 May 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 May 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 23:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 5,519 | $0.00 Strike: $45.01 | $0.00 |
DisclosureSEC source: 0001140361-23-016423 · form4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,519 Underlying: Common Stock · 5,519 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 23:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 3,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-016423 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,829 Underlying: Common Stock · 3,829 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 |
| October 02, 2022 Filed Oct 4, 2022 20:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 54,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-036081 · form4.xml · derivative · entry 3 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,757 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: The 54,757 RSUs reported on this line vested on the second anniversary of the October 2, 2020 award date. F3 · derivative.expiration_date: The 54,757 RSUs reported on this line vested on the second anniversary of the October 2, 2020 award date. Read SEC document |
| October 02, 2022 Filed Oct 4, 2022 20:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 24,083 | $15.76 | $379,548.08 |
DisclosureSEC source: 0001140361-22-036081 · form4.xml · nonDerivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,351 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 |
| October 02, 2022 Filed Oct 4, 2022 20:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 54,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-036081 · form4.xml · nonDerivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,434 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 | 9,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-034569 · form4.xml · derivative · entry 3 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,703 Underlying: Common Stock · 9,704 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 | 4,268 | $19.00 | $81,092.00 |
DisclosureSEC source: 0001140361-22-034569 · form4.xml · nonDerivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,677 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 | 9,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-034569 · form4.xml · nonDerivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,945 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, 2021 Filed Sep 24, 2021 00:30 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 32,893 | $0.00 Strike: $29.62 | $0.00 |
DisclosureSEC source: 0001140361-21-032343 · form4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,893 Underlying: Common Stock · 32,893 shares Expires 2028-09-21 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the September 21, 2021 award date and 50% 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, 2021 Filed Sep 24, 2021 00:30 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 19,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-032343 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,407 Underlying: Common Stock · 19,407 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 September 21, 2021 award date and 50% 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 September 21, 2021 award date and 50% 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 02, 2020 Filed Oct 6, 2020 20:16 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 54,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-20-001082 · form4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,757 Underlying: Common Stock · 54,757 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: The 54,757 RSUs reported on this line vest on the second anniversary of the October 2, 2020 award date. F2 · derivative.expiration_date: The 54,757 RSUs reported on this line vest on the second anniversary of the October 2, 2020 award date. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:16 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-026299 · doc1.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F1 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on May 25, 2017. F2 · shares: Number of securities represented takes into effect 1-for-5 reverse stock split which was effected on December 20, 2017. F4 · derivative.exercise_date: 100% of the RSUs vested on May 25, 2018, subject to the continuing employment of the Reporting Person on such vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F4 · derivative.expiration_date: 100% of the RSUs vested on May 25, 2018, subject to the continuing employment of the Reporting Person on such vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F2 · derivative.underlying_shares: Number of securities represented takes into effect 1-for-5 reverse stock split which was effected on December 20, 2017. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:16 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-026299 · doc1.xml · nonDerivative · entry 1 Scheirman Scott · CIK 0001374969 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,241 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 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on May 25, 2017. F2 · shares: Number of securities represented takes into effect 1-for-5 reverse stock split which was effected on December 20, 2017. F2 · balance_after: Number of securities represented takes into effect 1-for-5 reverse stock split which was effected on December 20, 2017. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 21:06 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 6,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-061166 · a4.xml · derivative · entry 2 Scheirman Scott · CIK 0001374969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 6,209 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 represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F2 · derivative.exercise_date: On October 3, 2016, the reporting person was granted 6,209 restricted stock units, vesting on the first anniversary of the grant date. F2 · derivative.expiration_date: On October 3, 2016, the reporting person was granted 6,209 restricted stock units, vesting on the first anniversary of the grant date. F3 · balance_after: Total includes prior restricted stock unit awards that have different vesting and expiration dates. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 21:06 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 6,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-061166 · a4.xml · nonDerivative · entry 1 Scheirman Scott · CIK 0001374969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,209 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 represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. Read SEC document |
| September 25, 2017 Filed Sep 28, 2017 01:43 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 1,400,000 | $0.00 Strike: $1.05 | $0.00 |
DisclosureSEC source: 0001104659-17-059301 · a4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400,000 Underlying: Common Stock · 1,400,000 shares Expires 2027-09-25 F1 · shares: Granted in connection with Mr. Scheirman's employment with the Company. Mr. Scheirman will assume the role of Chief Executive Officer of the Company effective October 5, 2017. F2 · shares: The grant of 619,467 options is contingent upon receipt and effectiveness of approval by the Company's stockholders of an amendment to the CPI Card Group Inc. Omnibus Incentive Plan to, among other things, increase the number of shares available for issuance thereunder. F3 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-third (1/3) of the original options awarded will vest on each of the first, second and third anniversaries of the September 25, 2017 award date. F2 · derivative.underlying_shares: The grant of 619,467 options is contingent upon receipt and effectiveness of approval by the Company's stockholders of an amendment to the CPI Card Group Inc. Omnibus Incentive Plan to, among other things, increase the number of shares available for issuance thereunder. F2 · balance_after: The grant of 619,467 options is contingent upon receipt and effectiveness of approval by the Company's stockholders of an amendment to the CPI Card Group Inc. Omnibus Incentive Plan to, among other things, increase the number of shares available for issuance thereunder. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:11 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-036164 · a4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,209 Underlying: Common Stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F2 · derivative.exercise_date: The 25,000 restricted stock units reported on this line vest on the first anniversary of the May 25, 2017 award date. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F2 · derivative.expiration_date: The 25,000 restricted stock units reported on this line vest on the first anniversary of the May 25, 2017 award date. F3 · balance_after: Total includes prior restricted stock unit awards that have different vesting and expiration dates. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 6,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-148947 · a4.xml · derivative · entry 1 Scheirman Scott · CIK 0001374969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,209 Underlying: Common Stock · 6,209 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F2 · derivative.exercise_date: The restricted stock units vest fully on the first anniversary of the October 3, 2016 award date. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F2 · derivative.expiration_date: The restricted stock units vest fully on the first anniversary of the October 3, 2016 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.