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person · Reporting owner

Portocalis Gerasimos (Jerry)

Disclosed activity across 1 company

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22546
SEC CIK
0001863390

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Paymentus Holdings, Inc.PAY · Entity 3983Chief Commercial OfficerAugust 15, 2026August 18, 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.

Paymentus Holdings, Inc.

Report date August 15, 2026 · Filed August 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect744,652 Reported balance After 2026-08-15 transaction · row 1
1 source row

Row 1 · 2026-08-15 · Tax withholding · Disposed 5,704 · Balance 744,652

F1: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

Class A Common StockSEC Table I · non-derivativeIndirectSee Explanation of Responses47,619 Reported balance Holding disclosure · report date 2026-08-15 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 47,619

F2: Represents shares held of record by the Faliron Family Limited Partnership Ltd., a limited partnership of which a single-member limited liability company is the sole general partnerr. The reporting person has sole voting and investment power with respect to the general partner.

Filing footnotes · ownership attribution and instrument terms

F1: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

F2: Represents shares held of record by the Faliron Family Limited Partnership Ltd., a limited partnership of which a single-member limited liability company is the sole general partnerr. The reporting person has sole voting and investment power with respect to the general partner.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 15, 2026 Filed Aug 18, 2026 22:09 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Tax withholdingClass A Common Stock 5,704 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-355785 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 744,652

F1 · kind: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

Read SEC document
May 15, 2026 Filed May 18, 2026 20:21 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Tax withholdingClass A Common Stock 4,329 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-228957 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750,356

F1 · kind: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

Read SEC document
March 13, 2026 Filed Mar 16, 2026 20:44 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Tax withholdingClass A Common Stock 4,644 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-108496 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 754,685

F1 · kind: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

Read SEC document
March 09, 2026 Filed Mar 11, 2026 20:52 UTC Paymentus Holdings, Inc. PAY · Entity 3983 GrantClass A Common Stock 139,644 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-102351 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 759,329

F1 · kind: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. One fifth of the RSUs will vest on March 9, 2027, and one twentieth of the RSUs will vest on a quarterly basis thereafter on each Quarterly Vesting Date beginning on August 15, 2027. Quarterly Vesting Dates with respect to any calendar year means February 15, May 15, August 15 and November 15.

Read SEC document
February 15, 2026 Filed Feb 17, 2026 21:41 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Tax withholdingClass A Common Stock 2,989 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-054910 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 619,685

F1 · kind: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

Read SEC document
November 15, 2025 Filed Nov 17, 2025 22:02 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Tax withholdingClass A Common Stock 4,356 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-284774 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 622,674

F1 · kind: This Form 4 reports the withholding of shares by the issuer to cover tax withholding obligations in connection with the vesting of restricted stock units under the issuer's 2021 Equity Incentive Plan.

Read SEC document
March 13, 2025 Filed Mar 18, 2025 00:05 UTC Paymentus Holdings, Inc. PAY · Entity 3983 GrantClass A Common Stock 68,447 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040651 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 627,030

F1 · kind: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. One fifth of the RSUs will vest on March 13, 2026, and one twentieth of the RSUs will vest on a quarterly basis thereafter on each Quarterly Vesting Date beginning on August 15, 2026. Quarterly Vesting Dates with respect to any calendar year means February 15, May 15, August 15 and November 15.

Read SEC document
March 08, 2024 Filed Mar 11, 2024 20:37 UTC Paymentus Holdings, Inc. PAY · Entity 3983 GrantClass A Common Stock 104,113 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029343 · ownership.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 558,583

F1 · kind: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. One fifth of the RSUs will vest on March 8, 2025, and one twentieth of the RSUs will vest on a quarterly basis thereafter on each Quarterly Vesting Date beginning on August 15, 2025. Quarterly Vesting Dates with respect to any calendar year means February 15, May 15, August 15 and November 15.

Read SEC document
November 08, 2023 Filed Nov 9, 2023 13:52 UTC Paymentus Holdings, Inc. PAY · Entity 3983 ConversionClass B Common Stock · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-054776 · doc4.xml · derivative · entry 4

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 15,000 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: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
November 08, 2023 Filed Nov 9, 2023 13:52 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Exercise / conversionClass B Common Stock · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-054776 · doc4.xml · derivative · entry 3

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Class A Common Stock · 15,000 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: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
November 08, 2023 Filed Nov 9, 2023 13:52 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Exercise / conversionStock Option (right to buy) · Derivative 15,000 $8.66 Strike: $8.66 $129,900.00
Disclosure

SEC source: 0001209191-23-054776 · doc4.xml · derivative · entry 2

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,333

Underlying: Class B Common Stock · 15,000 shares

Expires 2029-08-27

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.

F2 · derivative.exercise_date: One sixtieth (1/60th) of the shares subject to the award vested on September 30, 2019, and one sixtieth (1/60th) of the shares subject to the award vest on the last day of each month thereafter.

Read SEC document
November 08, 2023 Filed Nov 9, 2023 13:52 UTC Paymentus Holdings, Inc. PAY · Entity 3983 ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-054776 · doc4.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 454,470

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: Represents the conversion of Class B Common Stock into Class A Common Stock.

Read SEC document
June 28, 2023 Filed Jun 29, 2023 23:09 UTC Paymentus Holdings, Inc. PAY · Entity 3983 SaleClass A Common Stock 3,677 $10.39 $38,204.03
Disclosure

SEC source: 0001209191-23-040233 · doc4.xml · nonDerivative · entry 4

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 439,470

F3 · kind: The sales reported on this Form 4 represent shares sold by the reporting person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units under the issuer's 2021 Equity Incentive Plan.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.30 to $10.48, 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
June 27, 2023 Filed Jun 29, 2023 23:09 UTC Paymentus Holdings, Inc. PAY · Entity 3983 SaleClass A Common Stock 2,008 $10.53 $21,144.24
Disclosure

SEC source: 0001209191-23-040233 · doc4.xml · nonDerivative · entry 3

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 443,147

F3 · kind: The sales reported on this Form 4 represent shares sold by the reporting person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units under the issuer's 2021 Equity Incentive Plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.46 to $10.655, 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
September 01, 2022 Filed Jun 29, 2023 23:09 UTC Paymentus Holdings, Inc. PAY · Entity 3983 GiftClass A Common Stock 47,619 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-040233 · doc4.xml · nonDerivative · entry 2

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 47,619

F2 · ownership.nature: The reporting person transferred these shares to the Faliron Family Limited Partnership Ltd., a limited partnership of which a single-member limited liablity company is the sole general partner. The reporting person has sole voting and investment power with respect to the general partner.

Read SEC document
September 01, 2022 Filed Jun 29, 2023 23:09 UTC Paymentus Holdings, Inc. PAY · Entity 3983 GiftClass A Common Stock 47,619 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-040233 · doc4.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 0

F1 · ownership.nature: Represents shares held of record by Faliron Investments LLC. The reporting person is the President of Faliron Investments LLC and has sole voting and investment power with respect to the shares held by Faliron Investments LLC.

Read SEC document
June 23, 2022 Filed Jun 24, 2022 21:00 UTC Paymentus Holdings, Inc. PAY · Entity 3983 GrantClass A Common Stock 95,238 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-039288 · doc4.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 492,774

F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. One fourth of the RSUs will vest on June 23, 2023 and one sixteenth of the RSUs will vest on a quarterly basis thereafter on each Quarterly Vesting Date beginning on November 15, 2023. Quarterly Vesting Dates with respect to any calendar year means February 15, May 15, August 15 and November 15.

Read SEC document
May 18, 2022 Filed May 19, 2022 20:06 UTC Paymentus Holdings, Inc. PAY · Entity 3983 ConversionClass B Common Stock · Derivative 26,667 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-030488 · doc4.xml · derivative · entry 4

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 26,667 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: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
May 18, 2022 Filed May 19, 2022 20:06 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Exercise / conversionClass B Common Stock · Derivative 26,667 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-030488 · doc4.xml · derivative · entry 3

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,667

Underlying: Class A Common Stock · 26,667 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: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
May 18, 2022 Filed May 19, 2022 20:06 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Exercise / conversionStock Option (right to buy) · Derivative 26,667 $8.66 Strike: $8.66 $230,936.22
Disclosure

SEC source: 0001209191-22-030488 · doc4.xml · derivative · entry 2

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,333

Underlying: Class B Common Stock · 26,667 shares

Expires 2029-08-27

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.

F2 · derivative.exercise_date: One sixtieth (1/60th) of the shares subject to the award vested on September 30, 2019, and one sixtieth (1/60th) of the shares subject to the award vest on the last day of each month thereafter.

F3 · derivative.underlying: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
May 18, 2022 Filed May 19, 2022 20:06 UTC Paymentus Holdings, Inc. PAY · Entity 3983 ConversionClass A Common Stock 26,667 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-030488 · doc4.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 397,536

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: Represents the conversion of Class B Common Stock into Class A Common Stock.

Read SEC document
April 07, 2022 Filed Apr 8, 2022 22:07 UTC Paymentus Holdings, Inc. PAY · Entity 3983 ConversionClass B Common Stock · Derivative 323,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-023897 · doc4.xml · derivative · entry 4

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 323,250 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: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
April 07, 2022 Filed Apr 8, 2022 22:07 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Exercise / conversionClass B Common Stock · Derivative 323,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-023897 · doc4.xml · derivative · entry 3

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 323,250

Underlying: Class A Common Stock · 323,250 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: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
April 07, 2022 Filed Apr 8, 2022 22:07 UTC Paymentus Holdings, Inc. PAY · Entity 3983 Exercise / conversionStock Option (right to buy) · Derivative 323,250 $0.03 Strike: $0.03 $9,697.50
Disclosure

SEC source: 0001209191-22-023897 · doc4.xml · derivative · entry 2

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 323,250 shares

Expires 2023-02-20

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.

F2 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

F3 · derivative.underlying: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Read SEC document
April 07, 2022 Filed Apr 8, 2022 22:07 UTC Paymentus Holdings, Inc. PAY · Entity 3983 ConversionClass A Common Stock 323,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-023897 · doc4.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 370,869

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: Represents the conversion of Class B Common Stock into Class A Common Stock.

Read SEC document
May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 810,565 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · derivative · entry 7

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 810,565

Underlying: Class A Common Stock · 810,565 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.exercise_date: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · ownership.nature: Represents shares held directly by Faliron Investments LLC. Gerasimos (Jerry) Portocalis is the President of Faliron Investments LLC and has sole voting and investment power with respect to the shares held by Faliron Investments LLC.

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May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherStock Option (Right to Buy) · Derivative 323,250 $0.00 Strike: $0.03 $0.00
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · derivative · entry 6

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 323,250

Underlying: Class B Common Stock · 323,250 shares

Expires 2023-02-20

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

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May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherStock Option (Right to Buy) · Derivative 323,250 $0.00 Strike: $0.03 $0.00
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · derivative · entry 5

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 323,250 shares

Expires 2023-02-20

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

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May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherStock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $8.66 $0.00
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · derivative · entry 4

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class B Common Stock · 50,000 shares

Expires 2029-08-27

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: One sixtieth (1/60th) of the shares subject to the award shall vest on September 30, 2019, and one sixtieth (1/60th) of the shares subject to the award shall vest on the last day of each month thereafter.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

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May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherStock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $8.66 $0.00
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · derivative · entry 3

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,000 shares

Expires 2029-08-27

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: One sixtieth (1/60th) of the shares subject to the award shall vest on September 30, 2019, and one sixtieth (1/60th) of the shares subject to the award shall vest on the last day of each month thereafter.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

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May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 PurchaseClass A Common Stock 47,619 $21.00 $999,999.00
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · nonDerivative · entry 2

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 47,619

F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock.

F3 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock.

F2 · ownership.nature: Represents shares held directly by Faliron Investments LLC. Gerasimos (Jerry) Portocalis is the President of Faliron Investments LLC and has sole voting and investment power with respect to the shares held by Faliron Investments LLC.

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May 28, 2021 Filed May 28, 2021 20:55 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherCommon Stock 810,565 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-036572 · doc4.xml · nonDerivative · entry 1

Portocalis Gerasimos (Jerry) · CIK 0001863390 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · ownership.nature: Represents shares held directly by Faliron Investments LLC. Gerasimos (Jerry) Portocalis is the President of Faliron Investments LLC and has sole voting and investment power with respect to the shares held by Faliron Investments LLC.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.