Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlanticus Holdings CorpATLC · Entity 8973 | Chief Accounting Officer | August 14, 2026 | August 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.
Atlanticus Holdings Corp
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,773 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Gift · Disposed 1,500 · Balance 44,773 F1: The reporting person donated 1,500 shares of common stock to a public charity. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person donated 1,500 shares of common stock to a public charity.
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 14, 2026 Filed Aug 18, 2026 00:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-028239 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,773 F1 · kind: The reporting person donated 1,500 shares of common stock to a public charity. Read SEC document |
| June 29, 2026 Filed Jul 2, 2026 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 10,000 | $102.20 | $1,022,000.00 |
DisclosureSEC source: 0001437749-26-022367 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,273 F1 · price: This transaction was executed in multiple trades at prices ranging from $97.86 and $108.85. The reported price reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 23:17 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 70 | $54.67 | $3,826.90 |
DisclosureSEC source: 0001437749-26-009475 · rdgdoc.xml · nonDerivative · entry 3 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,273 F3 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 20, 2026. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 23:17 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 3,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009475 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,343 F2 · kind: Grant of restricted stock, which will cliff vest on March 19, 2031. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 23:17 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 929 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009475 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,628 F1 · kind: Grant of restricted stock, which will vest in three substantially equal installments on March 19, 2027, March 19, 2028 and March 19, 2029. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 23:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 152 | $47.96 | $7,289.92 |
DisclosureSEC source: 0001437749-26-008686 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,699 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 13, 2026. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 21:02 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 124 | $54.81 | $6,796.44 |
DisclosureSEC source: 0001437749-26-007560 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,851 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 6, 2026. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 22:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0001437749-25-034885 · rdgdoc.xml · derivative · entry 3 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2025-11-11 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 stock option vested in three equal installments on November 11, 2021, November 11, 2022 and November 11, 2023. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 22:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 591 | $50.75 | $29,993.25 |
DisclosureSEC source: 0001437749-25-034885 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,975 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy the option exercise price and tax withholding obligations upon the exercise of the stock option. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 22:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 1,000 | $15.30 | $15,300.00 |
DisclosureSEC source: 0001437749-25-034885 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,566 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. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 22:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008790 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,622 F2 · kind: Grant of restricted stock, which will cliff vest on March 20, 2030. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 22:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 618 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008790 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,210 F1 · kind: Grant of restricted stock, which will vest in three equal installments on March 20, 2026, March 20, 2027 and March 20, 2028. Read SEC document |
| March 20, 2025 Filed May 23, 2025 21:15 UTC Amendment | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-018357 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,566 F4 · kind: Grant of restricted stock, which will cliff vest on March 20, 2030. F5 · shares: On March 21, 2025, the Reporting Person filed a Form 4 which incorrectly stated the number of shares of restricted stock granted to the Reporting Person on March 20, 2025 as 412 shares. The correct number of shares of restricted stock that was granted was 390 shares. The amount reflected in Column 5 represents the corrected amount of shares that the Reporting Person beneficially owns. Read SEC document |
| March 20, 2025 Filed May 23, 2025 21:15 UTC Amendment | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-018357 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,176 F1 · kind: Grant of restricted stock, which will vest in three equal installments on March 20, 2026, March 20, 2027 and March 20, 2028. F2 · shares: On March 21, 2025, the Reporting Person filed a Form 4 which incorrectly stated the number of shares of restricted stock granted to the Reporting Person on March 20, 2025 as 618 shares. The correct number of shares of restricted stock that was granted was 585 shares. The amount reflected in Column 5 represents the corrected amount of shares that the Reporting Person beneficially owns after adjusting as set forth in footnote 3. F3 · balance_after: On March 17, 2025, the Reporting Person filed a Form 4 which incorrectly stated the number of shares of Atlanticus Holdings Corporation common stock ("common stock") withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award as 105 shares. The correct number of shares of common stock that were withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award was 106 shares. The amount reflected in Column 5 represents the corrected amount of shares that the Reporting Person beneficially owns. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 22:03 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 105 | $48.64 | $5,107.20 |
DisclosureSEC source: 0001437749-25-008067 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,592 F2 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 14, 2025. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:03 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 152 | $43.71 | $6,643.92 |
DisclosureSEC source: 0001437749-25-008067 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,697 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 13, 2025. Read SEC document |
| March 08, 2025 Filed Mar 11, 2025 22:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 124 | $46.06 | $5,711.44 |
DisclosureSEC source: 0001437749-25-007076 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,849 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 7, 2025. Read SEC document |
| November 22, 2024 Filed Nov 23, 2024 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 16,004 | $55.55 | $889,022.20 |
DisclosureSEC source: 0001437749-24-036074 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,973 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.70 and $56.09. The reported price reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 21:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 119 | $30.11 | $3,583.09 |
DisclosureSEC source: 0001437749-24-008546 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,977 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 15, 2024. Read SEC document |
| March 14, 2024 Filed Mar 16, 2024 00:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 105 | $30.01 | $3,151.05 |
DisclosureSEC source: 0001437749-24-008158 · rdgdoc.xml · nonDerivative · entry 4 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,096 F4 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 14, 2024. Read SEC document |
| March 13, 2024 Filed Mar 16, 2024 00:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 152 | $30.08 | $4,572.16 |
DisclosureSEC source: 0001437749-24-008158 · rdgdoc.xml · nonDerivative · entry 3 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,201 F3 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 13, 2024. Read SEC document |
| March 08, 2024 Filed Mar 16, 2024 00:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-008158 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,353 F2 · kind: Grant of restricted stock, which will cliff vest on March 8, 2029. Read SEC document |
| March 08, 2024 Filed Mar 16, 2024 00:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-008158 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,702 F1 · kind: Grant of restricted stock, which will vest in three equal installments on March 8, 2025, March 8, 2026 and March 8, 2027. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 22:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 99 | $21.92 | $2,170.08 |
DisclosureSEC source: 0001437749-23-007271 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,661 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 17, 2023. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 01:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 87 | $26.02 | $2,263.74 |
DisclosureSEC source: 0001437749-23-006782 · rdgdoc.xml · nonDerivative · entry 3 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,760 F3 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the vesting of the restricted stock award, based on the closing price of Atlanticus Holdings Corporation common stock on March 14, 2023. Read SEC document |
| March 13, 2023 Filed Mar 16, 2023 01:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006782 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,847 F2 · kind: Grant of restricted stock, which will cliff vest on March 13, 2028. Read SEC document |
| March 13, 2023 Filed Mar 16, 2023 01:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 1,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006782 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,647 F1 · kind: Grant of restricted stock, which will vest in three equal installments on March 13, 2024, March 13, 2025 and March 13, 2026. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseSeries B Preferred Stock · Derivative | 101 | $20.00 | $2,020.00 |
DisclosureSEC source: 0001437749-22-023582 · rdgdoc.xml · derivative · entry 3 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: The Series B Preferred Stock is convertible only if certain future events specified in Section 8 of the issuer's Amended and Restated Articles of Amendment Establishing the 7.625% Series B Cumulative Perpetual Perferred Stock (the "Articles") occur. Under such circumstances, the Series B Preferred Stock may be converted into a number of shares of Common Stock per share of Series B Preferred Stock equal to the lesser of (A) the quotient obtained by dividing (i) the sum of (x) the $25.00 liquidation preference per share of Series B Preferred Stock to be converted plus (y) the amount of any accrued and unpaid dividends to, but not including, the Delisting Event Conversion Date (as defined in the Articles) or Change of Control Conversion Date (as defined in the Articles), as applicable (unless the Delisting Event Conversion Date or Change of Control Conversion Date, as applicable, is after a Dividend Record Date (as defined in the Articles) F2 · derivative.exercise_price: and prior to the corresponding Dividend Payment Date (as defined in the Articles), in which case no additional amount for such accrued and unpaid dividends will be included in such sum) by (ii) the Common Stock Price (as defined in the Articles) and (B) 1.29702 (the "Share Cap"), subject to the next sentence. The Share Cap is subject to pro rata adjustments for any stock splits (including those effected pursuant to a distribution of the Common Stock), subdivisions or combinations (in each case, a "Share Split") with respect to the Common Stock as follows: the adjusted Share Cap as the result of a Share Split shall be the number of shares of Common Stock that is equivalent to the product obtained by multiplying F3 · derivative.exercise_price: (i) the Share Cap in effect immediately prior to such Share Split by (ii) a fraction, the numerator of which is the number of shares of Common Stock outstanding after giving effect to such Share Split and the denominator of which is the number of shares of Common Stock outstanding immediately prior to such Share Split. F1 · derivative.exercise_date: The Series B Preferred Stock is convertible only if certain future events specified in Section 8 of the issuer's Amended and Restated Articles of Amendment Establishing the 7.625% Series B Cumulative Perpetual Perferred Stock (the "Articles") occur. Under such circumstances, the Series B Preferred Stock may be converted into a number of shares of Common Stock per share of Series B Preferred Stock equal to the lesser of (A) the quotient obtained by dividing (i) the sum of (x) the $25.00 liquidation preference per share of Series B Preferred Stock to be converted plus (y) the amount of any accrued and unpaid dividends to, but not including, the Delisting Event Conversion Date (as defined in the Articles) or Change of Control Conversion Date (as defined in the Articles), as applicable (unless the Delisting Event Conversion Date or Change of Control Conversion Date, as applicable, is after a Dividend Record Date (as defined in the Articles) F2 · derivative.exercise_date: and prior to the corresponding Dividend Payment Date (as defined in the Articles), in which case no additional amount for such accrued and unpaid dividends will be included in such sum) by (ii) the Common Stock Price (as defined in the Articles) and (B) 1.29702 (the "Share Cap"), subject to the next sentence. The Share Cap is subject to pro rata adjustments for any stock splits (including those effected pursuant to a distribution of the Common Stock), subdivisions or combinations (in each case, a "Share Split") with respect to the Common Stock as follows: the adjusted Share Cap as the result of a Share Split shall be the number of shares of Common Stock that is equivalent to the product obtained by multiplying F3 · derivative.exercise_date: (i) the Share Cap in effect immediately prior to such Share Split by (ii) a fraction, the numerator of which is the number of shares of Common Stock outstanding after giving effect to such Share Split and the denominator of which is the number of shares of Common Stock outstanding immediately prior to such Share Split. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. F1 · derivative.underlying_shares: The Series B Preferred Stock is convertible only if certain future events specified in Section 8 of the issuer's Amended and Restated Articles of Amendment Establishing the 7.625% Series B Cumulative Perpetual Perferred Stock (the "Articles") occur. Under such circumstances, the Series B Preferred Stock may be converted into a number of shares of Common Stock per share of Series B Preferred Stock equal to the lesser of (A) the quotient obtained by dividing (i) the sum of (x) the $25.00 liquidation preference per share of Series B Preferred Stock to be converted plus (y) the amount of any accrued and unpaid dividends to, but not including, the Delisting Event Conversion Date (as defined in the Articles) or Change of Control Conversion Date (as defined in the Articles), as applicable (unless the Delisting Event Conversion Date or Change of Control Conversion Date, as applicable, is after a Dividend Record Date (as defined in the Articles) F2 · derivative.underlying_shares: and prior to the corresponding Dividend Payment Date (as defined in the Articles), in which case no additional amount for such accrued and unpaid dividends will be included in such sum) by (ii) the Common Stock Price (as defined in the Articles) and (B) 1.29702 (the "Share Cap"), subject to the next sentence. The Share Cap is subject to pro rata adjustments for any stock splits (including those effected pursuant to a distribution of the Common Stock), subdivisions or combinations (in each case, a "Share Split") with respect to the Common Stock as follows: the adjusted Share Cap as the result of a Share Split shall be the number of shares of Common Stock that is equivalent to the product obtained by multiplying F3 · derivative.underlying_shares: (i) the Share Cap in effect immediately prior to such Share Split by (ii) a fraction, the numerator of which is the number of shares of Common Stock outstanding after giving effect to such Share Split and the denominator of which is the number of shares of Common Stock outstanding immediately prior to such Share Split. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseSeries B Preferred Stock · Derivative | 1,899 | $20.00 | $37,980.00 |
DisclosureSEC source: 0001437749-22-023582 · rdgdoc.xml · derivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,899 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: The Series B Preferred Stock is convertible only if certain future events specified in Section 8 of the issuer's Amended and Restated Articles of Amendment Establishing the 7.625% Series B Cumulative Perpetual Perferred Stock (the "Articles") occur. Under such circumstances, the Series B Preferred Stock may be converted into a number of shares of Common Stock per share of Series B Preferred Stock equal to the lesser of (A) the quotient obtained by dividing (i) the sum of (x) the $25.00 liquidation preference per share of Series B Preferred Stock to be converted plus (y) the amount of any accrued and unpaid dividends to, but not including, the Delisting Event Conversion Date (as defined in the Articles) or Change of Control Conversion Date (as defined in the Articles), as applicable (unless the Delisting Event Conversion Date or Change of Control Conversion Date, as applicable, is after a Dividend Record Date (as defined in the Articles) F2 · derivative.exercise_price: and prior to the corresponding Dividend Payment Date (as defined in the Articles), in which case no additional amount for such accrued and unpaid dividends will be included in such sum) by (ii) the Common Stock Price (as defined in the Articles) and (B) 1.29702 (the "Share Cap"), subject to the next sentence. The Share Cap is subject to pro rata adjustments for any stock splits (including those effected pursuant to a distribution of the Common Stock), subdivisions or combinations (in each case, a "Share Split") with respect to the Common Stock as follows: the adjusted Share Cap as the result of a Share Split shall be the number of shares of Common Stock that is equivalent to the product obtained by multiplying F3 · derivative.exercise_price: (i) the Share Cap in effect immediately prior to such Share Split by (ii) a fraction, the numerator of which is the number of shares of Common Stock outstanding after giving effect to such Share Split and the denominator of which is the number of shares of Common Stock outstanding immediately prior to such Share Split. F1 · derivative.exercise_date: The Series B Preferred Stock is convertible only if certain future events specified in Section 8 of the issuer's Amended and Restated Articles of Amendment Establishing the 7.625% Series B Cumulative Perpetual Perferred Stock (the "Articles") occur. Under such circumstances, the Series B Preferred Stock may be converted into a number of shares of Common Stock per share of Series B Preferred Stock equal to the lesser of (A) the quotient obtained by dividing (i) the sum of (x) the $25.00 liquidation preference per share of Series B Preferred Stock to be converted plus (y) the amount of any accrued and unpaid dividends to, but not including, the Delisting Event Conversion Date (as defined in the Articles) or Change of Control Conversion Date (as defined in the Articles), as applicable (unless the Delisting Event Conversion Date or Change of Control Conversion Date, as applicable, is after a Dividend Record Date (as defined in the Articles) F2 · derivative.exercise_date: and prior to the corresponding Dividend Payment Date (as defined in the Articles), in which case no additional amount for such accrued and unpaid dividends will be included in such sum) by (ii) the Common Stock Price (as defined in the Articles) and (B) 1.29702 (the "Share Cap"), subject to the next sentence. The Share Cap is subject to pro rata adjustments for any stock splits (including those effected pursuant to a distribution of the Common Stock), subdivisions or combinations (in each case, a "Share Split") with respect to the Common Stock as follows: the adjusted Share Cap as the result of a Share Split shall be the number of shares of Common Stock that is equivalent to the product obtained by multiplying F3 · derivative.exercise_date: (i) the Share Cap in effect immediately prior to such Share Split by (ii) a fraction, the numerator of which is the number of shares of Common Stock outstanding after giving effect to such Share Split and the denominator of which is the number of shares of Common Stock outstanding immediately prior to such Share Split. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. F1 · derivative.underlying_shares: The Series B Preferred Stock is convertible only if certain future events specified in Section 8 of the issuer's Amended and Restated Articles of Amendment Establishing the 7.625% Series B Cumulative Perpetual Perferred Stock (the "Articles") occur. Under such circumstances, the Series B Preferred Stock may be converted into a number of shares of Common Stock per share of Series B Preferred Stock equal to the lesser of (A) the quotient obtained by dividing (i) the sum of (x) the $25.00 liquidation preference per share of Series B Preferred Stock to be converted plus (y) the amount of any accrued and unpaid dividends to, but not including, the Delisting Event Conversion Date (as defined in the Articles) or Change of Control Conversion Date (as defined in the Articles), as applicable (unless the Delisting Event Conversion Date or Change of Control Conversion Date, as applicable, is after a Dividend Record Date (as defined in the Articles) F2 · derivative.underlying_shares: and prior to the corresponding Dividend Payment Date (as defined in the Articles), in which case no additional amount for such accrued and unpaid dividends will be included in such sum) by (ii) the Common Stock Price (as defined in the Articles) and (B) 1.29702 (the "Share Cap"), subject to the next sentence. The Share Cap is subject to pro rata adjustments for any stock splits (including those effected pursuant to a distribution of the Common Stock), subdivisions or combinations (in each case, a "Share Split") with respect to the Common Stock as follows: the adjusted Share Cap as the result of a Share Split shall be the number of shares of Common Stock that is equivalent to the product obtained by multiplying F3 · derivative.underlying_shares: (i) the Share Cap in effect immediately prior to such Share Split by (ii) a fraction, the numerator of which is the number of shares of Common Stock outstanding after giving effect to such Share Split and the denominator of which is the number of shares of Common Stock outstanding immediately prior to such Share Split. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 23:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 2,000 | $55.36 | $110,720.00 |
DisclosureSEC source: 0001437749-22-008092 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,371 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 17, 2022 Filed Mar 25, 2022 20:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 120 | $56.28 | $6,753.60 |
DisclosureSEC source: 0001437749-22-007224 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,371 F1 · kind: Reflects shares of Atlanticus Holdings Corporation ("Atlanticus") common stock withheld to satisfy tax withholding obligations upon vesting of restricted stock, based on the closing price of Atlanticus' common stock on March 17, 2022. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 23:45 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 878 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-006471 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,491 F2 · kind: Grant of restricted stock, which will vest in three substantially equal installments on March 14, 2023, March 14, 2024 and March 14, 2025. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 23:45 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-006471 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,613 F1 · kind: Grant of restricted stock, which will cliff vest on March 14, 2027. Read SEC document |
| August 08, 2021 Filed Aug 11, 2021 01:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 8,996 | $47.50 | $427,310.00 |
DisclosureSEC source: 0001437749-21-019348 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,393 F1 · kind: Reflects shares of Atlanticus Holdings Corporation ("Atlanticus") common stock withheld to satisfy tax withholding obligations upon vesting of restricted stock, based on the closing price of Atlanticus' common stock on August 6, 2021. Read SEC document |
| March 17, 2021 Filed Mar 26, 2021 20:16 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-007313 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,389 F1 · kind: Grant of restricted stock, which will vest in three equal installments on March 17, 2022, March 17, 2023 and March 17, 2024. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $3.04 | $0.00 |
DisclosureSEC source: 0001437749-21-001580 · rdgdoc.xml · derivative · entry 3 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2021-03-24 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 option vested in three equal installments on March 24, 2017, March 24, 2018 and March 24, 2019. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 2,359 | $24.07 | $56,781.13 |
DisclosureSEC source: 0001437749-21-001580 · rdgdoc.xml · nonDerivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,389 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the exercise of the stock option, based on the closing price of Atlanticus Holdings Corporation common stock on January 27, 2021. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 8,000 | $3.04 | $24,320.00 |
DisclosureSEC source: 0001437749-21-001580 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,748 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. Read SEC document |
| November 11, 2020 Filed Dec 30, 2020 22:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0001437749-20-026160 · rdgdoc.xml · derivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2025-11-11 F1 · derivative.exercise_date: The option vests in three equal installments on November 11, 2021, November 11, 2022 and November 11, 2023. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $2.27 | $0.00 |
DisclosureSEC source: 0001437749-19-004929 · rdgdoc.xml · derivative · entry 2 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-03-21 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_date: The stock option vested in three equal installments on 3/21/2015, 3/21/2016 and 3/21/2017. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 5,000 | $2.27 | $11,350.00 |
DisclosureSEC source: 0001437749-19-004929 · rdgdoc.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,748 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. Read SEC document |
| August 08, 2018 Filed Aug 11, 2018 00:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-022070 · doc4.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,748 F1 · kind: Grant of restricted stock, which will cliff vest on August 8, 2021. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 901 | $3.21 | $2,892.21 |
DisclosureSEC source: 0000899243-16-033019 · doc4.xml · nonDerivative · entry 1 Saunders Mitchell · CIK 0001594790 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,748 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.