Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 75,780 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2023-01-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 10,999 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2024-02-20 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 13,748 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.82 · Expires 2020-03-05 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-01 · Disposition to issuer · Disposed 5,499 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-01 · Disposition to issuer · Disposed 10,999 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.62 · Expires 2021-05-27 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-01 · Disposition to issuer · Disposed 5,499 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: Stock options are fully vested and exercisable.
F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
CURO Group Holdings Corp.
Report date November 15, 2022 · Filed November 17, 2022
Section 16 reporting ended · disclosed 2022-11-17. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Katapult Holdings, Inc.
Report date August 11, 2026 · Filed August 13, 2026
Section 16 reporting ended · disclosed 2026-08-13. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| November 23, 2020 Filed Nov 24, 2020 16:47 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 15,000 | $9.13 | $137,011.50 |
DisclosureSEC source: 0001209191-20-060231 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,679 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.88 to $9.33, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 16:47 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 15,000 | $2.68 | $40,200.00 |
DisclosureSEC source: 0001209191-20-060231 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,679 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2020. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 16:47 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-20-059140 · doc4.xml · derivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653,052 Underlying: Common Stock · 15,000 shares Expires 2022-05-07 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_date: The option was immediately exercisable. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 16:47 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 15,000 | $8.95 | $134,203.50 |
DisclosureSEC source: 0001209191-20-059140 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,679 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.63 to $9.12, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 16:47 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 15,000 | $2.68 | $40,200.00 |
DisclosureSEC source: 0001209191-20-059140 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,679 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2020. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 16:57 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-20-057674 · doc4.xml · derivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,052 Underlying: Common Stock · 15,000 shares Expires 2022-05-07 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 was immediately exercisable. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 16:57 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 15,000 | $8.13 | $121,950.00 |
DisclosureSEC source: 0001209191-20-057674 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,679 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 16:57 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 15,000 | $2.68 | $40,200.00 |
DisclosureSEC source: 0001209191-20-057674 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,679 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2020. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 18:52 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 14,522 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-20-056996 · doc4.xml · derivative · entry 6 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,052 Underlying: Common Stock · 14,522 shares Expires 2022-05-07 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 was immediately exercisable. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 18:52 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 14,522 | $8.00 | $116,176.00 |
DisclosureSEC source: 0001209191-20-056996 · doc4.xml · nonDerivative · entry 4 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,679 Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 18:52 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 14,522 | $2.68 | $38,918.96 |
DisclosureSEC source: 0001209191-20-056996 · doc4.xml · nonDerivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,201 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2020. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 18:52 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 478 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-20-056996 · doc4.xml · derivative · entry 5 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 697,574 Underlying: Common Stock · 478 shares Expires 2022-05-07 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 was immediately exercisable. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 18:52 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 478 | $8.00 | $3,824.00 |
DisclosureSEC source: 0001209191-20-056996 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,679 Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 18:52 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 478 | $2.68 | $1,281.04 |
DisclosureSEC source: 0001209191-20-056996 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,157 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2020. Read SEC document |
| March 15, 2020 Filed Mar 18, 2020 21:47 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 19,016 | $5.68 | $108,010.88 |
DisclosureSEC source: 0001209191-20-020154 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,679 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| February 13, 2020 Filed Feb 13, 2020 21:24 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock Option · Derivative | 30,826 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-20-009461 · doc4.xml · derivative · entry 6 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 30,826 shares Expires 2022-05-07 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F3 · derivative.exercise_date: The option was immediately exercisable. Read SEC document |
| February 13, 2020 Filed Feb 13, 2020 21:24 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 30,826 | $14.00 | $431,628.73 |
DisclosureSEC source: 0001209191-20-009461 · doc4.xml · nonDerivative · entry 4 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,695 F1 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.00 to $14.02, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| February 13, 2020 Filed Feb 13, 2020 21:24 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 30,826 | $2.68 | $82,613.68 |
DisclosureSEC source: 0001209191-20-009461 · doc4.xml · nonDerivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 859,521 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:24 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock Option (right to buy) · Derivative | 5,880 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-20-009461 · doc4.xml · derivative · entry 5 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,826 Underlying: Common Stock · 5,880 shares Expires 2022-05-07 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F3 · derivative.exercise_date: The option was immediately exercisable. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:24 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 5,880 | $14.00 | $82,335.29 |
DisclosureSEC source: 0001209191-20-009461 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,695 F1 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.00 to $14.02, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:24 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 5,880 | $2.68 | $15,758.40 |
DisclosureSEC source: 0001209191-20-009461 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834,575 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 17:08 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 976 | $10.31 | $10,062.56 |
DisclosureSEC source: 0001209191-20-007570 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,695 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 17:06 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 297,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006084 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829,671 F1 · shares: One-half of RSU award is subject to time-based vesting and 1/2 is subject to performance-based vesting. Time-based RSUs will vest in 3 equal tranches on each of the 1st, 2nd and 3rd anniversaries of day immediately prior to grant date. Performance-based RSUs will vest based on achievement of relative total shareholder return ("TSR"). The Company's 3-year TSR for period 1/1/20 - 12/31/22 will be measured against TSR of Company's defined peer group for same period. Performance metric will be met, and RSUs will vest, based on percentile achievement as follows, with a target achievement of Company TSR at 50th percentile of peer group TSR: 75% of award will vest if Company achieves 67% of target achievement (= to 33rd percentile) and 125% of award will vest if Company achieves 133% or more of target achievement (= to 67th percentile). The amount of shares that will vest based upon Company achieving between threshold, target and maximum performance levels are linearly interpolated F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 17:18 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Tax withholdingCommon Stock | 30,830 | $12.85 | $396,165.50 |
DisclosureSEC source: 0001209191-19-059915 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,007 F1 · kind: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 16:03 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 7,494 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-19-059628 · doc4.xml · derivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,706 Underlying: Common Stock · 7,494 shares Expires 2022-05-07 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F3 · derivative.exercise_date: The option was immediately exercisable. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 16:03 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 7,494 | $14.02 | $105,101.10 |
DisclosureSEC source: 0001209191-19-059628 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,837 F1 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.00 to $14.12, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 16:03 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 7,494 | $2.68 | $20,083.92 |
DisclosureSEC source: 0001209191-19-059628 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,331 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 18:35 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 800 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-19-059161 · doc4.xml · derivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,200 Underlying: Common Stock · 800 shares Expires 2022-05-07 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F2 · derivative.exercise_date: The option was immediately exercisable. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 18:35 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 800 | $14.00 | $11,200.00 |
DisclosureSEC source: 0001209191-19-059161 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,837 F1 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 18:35 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 800 | $2.68 | $2,144.00 |
DisclosureSEC source: 0001209191-19-059161 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,637 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 17:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 7,100 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-19-055271 · doc4.xml · derivative · entry 6 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,100 shares Expires 2022-05-07 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F4 · derivative.exercise_date: The option was immediately exercisable. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 17:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 7,100 | $14.12 | $100,284.66 |
DisclosureSEC source: 0001209191-19-055271 · doc4.xml · nonDerivative · entry 4 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,837 F1 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.00 to $14.37, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 17:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 7,100 | $2.68 | $19,028.00 |
DisclosureSEC source: 0001209191-19-055271 · doc4.xml · nonDerivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,937 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionStock option (right to buy) · Derivative | 7,900 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001209191-19-055271 · doc4.xml · derivative · entry 5 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 Underlying: Common Stock · 7,900 shares Expires 2022-05-07 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F4 · derivative.exercise_date: The option was immediately exercisable. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | SaleCommon Stock | 7,900 | $14.01 | $110,701.12 |
DisclosureSEC source: 0001209191-19-055271 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,837 F1 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.00 to $14.09, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:05 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | Exercise / conversionCommon Stock | 7,900 | $2.68 | $21,172.00 |
DisclosureSEC source: 0001209191-19-055271 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,737 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 · date: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 17:04 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 278,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020314 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,837 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. One-half of the award is subject to time-based vesting and one-half of the award is subject to performance-based vesting. For the restricted stock units subject to time-based vesting, one-sixth of the aggregate restricted stock units will vest on each of the first, second and third anniversaries of the day immediately prior to the grant date. For the restricted stock units subject to performance-based vesting, one-half of the aggregate award will vest on the date that is 36 months after the grant date if the performance metric has been achieved. The performance metric will be met If the Issuer's total shareholder return for the 36-month period is at or above the 50th percentile of the total shareholder return among the Issuer's peer group (determined by the Issuer) for the stated period. F2 · acquired: The restricted stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 14:00 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $7.62 | $0.00 |
DisclosureSEC source: 0001225208-19-004483 · doc4.xml · derivative · entry 6 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2021-05-27 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 14:00 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,999 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-19-004483 · doc4.xml · derivative · entry 5 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,999 shares Expires 2022-03-23 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 14:00 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001225208-19-004483 · doc4.xml · derivative · entry 4 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2020-03-05 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 14:00 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 13,748 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001225208-19-004483 · doc4.xml · derivative · entry 3 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,748 shares Expires 2024-02-20 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 14:00 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,999 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001225208-19-004483 · doc4.xml · derivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,999 shares Expires 2023-01-17 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 14:00 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 75,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004483 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:54 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003356 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on February 20, 2015, the first anniversary of the date of the award. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:54 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003356 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,780 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001487 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock were fully vested on January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001487 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,450 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. Read SEC document |
| October 18, 2018 Filed Oct 19, 2018 17:07 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014746 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 0 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003703 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 330 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on February 20, 2015, the first anniversary of the date of the award. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003703 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,040 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. 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.