Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jefferson Capital, Inc. / DEJCAP · Entity 4848 | President US Business Lines | August 17, 2026 | August 19, 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.
Jefferson Capital, Inc. / DE
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 631,497 |
Ending reported balance
After 2026-08-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-17 · Sale · Disposed 56,000 · Balance 637,747 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.54 to $24.17, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2026-08-17 · Gift · Disposed 6,250 · Balance 631,497 F2: The transaction reported shows a charitable gift of 6,250 shares to Fidelity Charitable. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.54 to $24.17, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The transaction reported shows a charitable gift of 6,250 shares to Fidelity Charitable.
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 17, 2026 Filed Aug 19, 2026 20:05 UTC | Jefferson Capital, Inc. / DE JCAP · Entity 4848 | GiftCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-098773 · tm2623596-1_4seq1.xml · nonDerivative · entry 2 Zellmann Mark Joseph · CIK 0002071982 · President US Business Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631,497 F2 · kind: The transaction reported shows a charitable gift of 6,250 shares to Fidelity Charitable. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 20:05 UTC | Jefferson Capital, Inc. / DE JCAP · Entity 4848 | SaleCommon Stock | 56,000 | $23.75 | $1,330,100.80 |
DisclosureSEC source: 0001104659-26-098773 · tm2623596-1_4seq1.xml · nonDerivative · entry 1 Zellmann Mark Joseph · CIK 0002071982 · President US Business Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 637,747 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.54 to $24.17, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 18, 2026 Filed Mar 18, 2026 22:50 UTC | Jefferson Capital, Inc. / DE JCAP · Entity 4848 | GrantStock option (right to buy) · Derivative | 12,500 | $34.13 | $426,625.00 |
DisclosureSEC source: 0001104659-26-031443 · tm269265-3_4seq1.xml · derivative · entry 2 Zellmann Mark Joseph · CIK 0002071982 · President US Business Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2036-03-17 F1 · derivative.exercise_price: The stock options vest as to 1/5th of the shares annually, subject to continued service through the vest date. F1 · derivative.exercise_date: The stock options vest as to 1/5th of the shares annually, subject to continued service through the vest date. Read SEC document |
| March 18, 2026 Filed Mar 18, 2026 22:50 UTC | Jefferson Capital, Inc. / DE JCAP · Entity 4848 | GrantStock option (right to buy) · Derivative | 12,500 | $20.13 | $251,625.00 |
DisclosureSEC source: 0001104659-26-031443 · tm269265-3_4seq1.xml · derivative · entry 1 Zellmann Mark Joseph · CIK 0002071982 · President US Business Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2036-03-17 F1 · derivative.exercise_price: The stock options vest as to 1/5th of the shares annually, subject to continued service through the vest date. F1 · derivative.exercise_date: The stock options vest as to 1/5th of the shares annually, subject to continued service through the vest 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.