Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NCR Voyix CorpVYX · Entity 293 | Director · President & CEO | August 11, 2026 | August 12, 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.
NCR Voyix Corp
Report date August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2026-08-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-11 · Gift · Disposed 113,753 · Balance 0 F1: On August 11, 2026, Maura M. Kelly (spouse) transferred 113,753 shares of NCR Voyix Corporation common stock for no consideration to The Maura M. Kelly Family Gift Trust for which the reporting person is the trustee. Members of the reporting person's immediate family are the sole beneficiaries of the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy The Maura M. Kelly Family Gift Trust | 219,383 |
Reported balance
After 2026-08-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-11 · Gift · Acquired 113,753 · Balance 219,383 F1: On August 11, 2026, Maura M. Kelly (spouse) transferred 113,753 shares of NCR Voyix Corporation common stock for no consideration to The Maura M. Kelly Family Gift Trust for which the reporting person is the trustee. Members of the reporting person's immediate family are the sole beneficiaries of the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy James G Kelly Grantor Trust | 32,100 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 32,100 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 11, 2026, Maura M. Kelly (spouse) transferred 113,753 shares of NCR Voyix Corporation common stock for no consideration to The Maura M. Kelly Family Gift Trust for which the reporting person is the trustee. Members of the reporting person's immediate family are the sole beneficiaries of the trust.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVO Payments, Inc.
Report date March 24, 2023 · Filed March 29, 2023
Section 16 reporting ended · disclosed 2023-03-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 1
1 source rowRow 1 · 2023-03-24 · Disposition to issuer · Disposed 321,489 · Balance 0 F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $4,739,022.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $798,558.00 for 23,487 units (which would have vested on the fourth anniversary of 2/28/2020), $1,295,366.00 for 38,099 units, and $2,645,098.00 for 77,797 units (which would have ratably vested on the second and third anniversary of 2/24/2022). Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-24 · Disposition to issuer · Disposed 23,487 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $4,739,022.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $798,558.00 for 23,487 units (which would have vested on the fourth anniversary of 2/28/2020), $1,295,366.00 for 38,099 units, and $2,645,098.00 for 77,797 units (which would have ratably vested on the second and third anniversary of 2/24/2022). Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-24 · Disposition to issuer · Disposed 38,099 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $4,739,022.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $798,558.00 for 23,487 units (which would have vested on the fourth anniversary of 2/28/2020), $1,295,366.00 for 38,099 units, and $2,645,098.00 for 77,797 units (which would have ratably vested on the second and third anniversary of 2/24/2022). Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. F4: The RSU grant provided for vesting of 38,099 units on the third anniversary of 2/26/2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-03-24 · Disposition to issuer · Disposed 77,797 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $4,739,022.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $798,558.00 for 23,487 units (which would have vested on the fourth anniversary of 2/28/2020), $1,295,366.00 for 38,099 units, and $2,645,098.00 for 77,797 units (which would have ratably vested on the second and third anniversary of 2/24/2022). Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-03-24 · Disposition to issuer · Disposed 72,739 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F2: As of the Transaction Date and pursuant to the Merger Agreement, PSUs were canceled in exchange for a total cash payment of $4,456,924.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $2,473,126.00 for 72,739 units and $1,983,798.00 for 58,347 units. F5: The PSU grant provided for vesting of 72,739 units on 2/24/2025, subject to satisfying additional performance conditions. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-03-24 · Disposition to issuer · Disposed 58,347 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F2: As of the Transaction Date and pursuant to the Merger Agreement, PSUs were canceled in exchange for a total cash payment of $4,456,924.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $2,473,126.00 for 72,739 units and $1,983,798.00 for 58,347 units. F6: The PSU grant provided for vesting of 58,347 units on 3/31/2025, subject to satisfying additional performance conditions. |
| Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.28 · Expires 2030-02-28 | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-24 · Disposition to issuer · Disposed 73,213 · Balance 0 F8: As of the Transaction Date and pursuant to the Merger Agreement, option rights were canceled in exchange for a total cash payment of $1,456,540.82, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $638,417.36 for 73,213 units and $818,123.46 for 95,799 units. |
| Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.46 · Expires 2031-02-26 | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-03-24 · Disposition to issuer · Disposed 95,799 · Balance 0 F8: As of the Transaction Date and pursuant to the Merger Agreement, option rights were canceled in exchange for a total cash payment of $1,456,540.82, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $638,417.36 for 73,213 units and $818,123.46 for 95,799 units. F7: The options grant provided for vesting of 95,799 units on the third anniversary of 2/26/2021, subject to satisfying additional performance conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $4,739,022.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $798,558.00 for 23,487 units (which would have vested on the fourth anniversary of 2/28/2020), $1,295,366.00 for 38,099 units, and $2,645,098.00 for 77,797 units (which would have ratably vested on the second and third anniversary of 2/24/2022). Vested shares were also canceled and provided consideration pursuant to the Merger Agreement.
F2: As of the Transaction Date and pursuant to the Merger Agreement, PSUs were canceled in exchange for a total cash payment of $4,456,924.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $2,473,126.00 for 72,739 units and $1,983,798.00 for 58,347 units.
F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis.
F4: The RSU grant provided for vesting of 38,099 units on the third anniversary of 2/26/2021.
F5: The PSU grant provided for vesting of 72,739 units on 2/24/2025, subject to satisfying additional performance conditions.
F6: The PSU grant provided for vesting of 58,347 units on 3/31/2025, subject to satisfying additional performance conditions.
F7: The options grant provided for vesting of 95,799 units on the third anniversary of 2/26/2021, subject to satisfying additional performance conditions.
F8: As of the Transaction Date and pursuant to the Merger Agreement, option rights were canceled in exchange for a total cash payment of $1,456,540.82, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $638,417.36 for 73,213 units and $818,123.46 for 95,799 units.
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 10, 2021 Filed Aug 12, 2021 00:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 15,000 | $26.45 | $396,750.00 |
DisclosureSEC source: 0001179110-21-008137 · edgar.xml · nonDerivative · entry 6 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 0 F2 · kind: The transaction was pursuant to a Rule 10b5-1 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 $26.10 to $26.73, 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 ranges set forth in this footnote. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 00:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-008137 · edgar.xml · nonDerivative · entry 5 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 15,000 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. F4 · price: On August 10, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class D Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 00:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass D Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-008137 · edgar.xml · nonDerivative · entry 4 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 863,535 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. F4 · price: On August 10, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class D Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 00:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 10,000 | $26.45 | $264,500.00 |
DisclosureSEC source: 0001179110-21-008137 · edgar.xml · nonDerivative · entry 3 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,510 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.08 to $26.73, 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 ranges set forth in this footnote. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 00:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-008137 · edgar.xml · nonDerivative · entry 2 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On August 10, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class D Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 00:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass D Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-008137 · edgar.xml · nonDerivative · entry 1 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,083 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On August 10, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class D Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| May 25, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | OtherClass D Common Stoc | 878,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · nonDerivative · entry 6 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 878,535 F3 · kind: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. F3 · price: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. Read SEC document |
| May 25, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | OtherClass C Common Stock | 878,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · nonDerivative · entry 5 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 0 F3 · kind: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. F3 · price: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. Read SEC document |
| May 25, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | OtherClass D Common Stock | 161,083 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · nonDerivative · entry 4 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,083 F3 · kind: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. F3 · price: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. Read SEC document |
| May 25, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | OtherClass C Common Stock | 161,083 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · nonDerivative · entry 3 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. F3 · price: On May 25, 2021, pursuant to a reclassification exempt under Rule 16b-7, each share of Class C common stock, par value $0.0001 per share, of the Issuer was automatically converted into a share of Class D common stock, par value $0.0001 per share, of the Issuer. Read SEC document |
| May 22, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionRestricted Stock Units · Derivative | 23,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · derivative · entry 7 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,850 Underlying: Class A Common Stock · 23,850 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents vesting of one-fourth of the restricted stock units ("RSUs") granted on May 22, 2018. The remaining RSUs will vest ratably on May 22, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.exercise_date: Represents vesting of one-fourth of the restricted stock units ("RSUs") granted on May 22, 2018. The remaining RSUs will vest ratably on May 22, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.expiration_date: Represents vesting of one-fourth of the restricted stock units ("RSUs") granted on May 22, 2018. The remaining RSUs will vest ratably on May 22, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| May 22, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Disposition to issuerClass A Common Stock | 11,103 | $28.34 | $314,659.02 |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · nonDerivative · entry 2 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,510 F2 · shares: Represents shares acquired by the Issuer to allow for the satisfaction of tax withholding obligations upon the vesting of RSUs on May 22, 2021. Read SEC document |
| May 22, 2021 Filed May 25, 2021 23:54 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 23,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005908 · edgar.xml · nonDerivative · entry 1 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,613 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 · shares: Represents vesting of one-fourth of the restricted stock units ("RSUs") granted on May 22, 2018. The remaining RSUs will vest ratably on May 22, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionUnits of EVO Investco, LLC · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · derivative · entry 8 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 878,535 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. F2 · derivative.exercise_price: On May 11, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. F2 · derivative.exercise_date: On May 11, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. F2 · derivative.expiration_date: On May 11, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionUnits of EVO Investco, LLC · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · derivative · entry 7 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,083 Underlying: Class A Common Stock · 10,000 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. F1 · derivative.exercise_price: On May 11, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). F1 · derivative.exercise_date: On May 11, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). F1 · derivative.expiration_date: On May 11, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 15,000 | $27.48 | $412,200.00 |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · nonDerivative · entry 6 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 0 F3 · kind: The transaction was pursuant to a Rule 10b5-1 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 $27.07 to $27.77, 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 ranges set forth in this footnote. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · nonDerivative · entry 5 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 15,000 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 · price: On May 11, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass C Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · nonDerivative · entry 4 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 878,535 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 · price: On May 11, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 10,000 | $27.47 | $274,700.00 |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · nonDerivative · entry 3 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,763 F3 · kind: The transaction was pursuant to a Rule 10b5-1 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 $26.97 to $27.71, 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 ranges set forth in this footnote. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · nonDerivative · entry 2 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,763 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On May 11, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:36 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass C Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005249 · edgar.xml · nonDerivative · entry 1 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,083 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On May 11, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of Evo Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| March 14, 2021 Filed Mar 16, 2021 23:03 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionRestricted Stock Units · Derivative | 24,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003506 · edgar.xml · derivative · entry 3 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,059 Underlying: Class A Common Stock · 24,029 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents vesting of restricted stock units ("RSUs") granted on March 14, 2019. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.exercise_date: Represents vesting of restricted stock units ("RSUs") granted on March 14, 2019. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.expiration_date: Represents vesting of restricted stock units ("RSUs") granted on March 14, 2019. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| March 14, 2021 Filed Mar 16, 2021 23:03 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Disposition to issuerClass A Common Stock | 11,186 | $30.36 | $339,606.96 |
DisclosureSEC source: 0001179110-21-003506 · edgar.xml · nonDerivative · entry 2 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,763 F2 · shares: Represents shares acquired by the Issuer to allow for the satisfaction of tax withholding obligations upon the vesting of RSUs on March 14, 2021. Read SEC document |
| March 14, 2021 Filed Mar 16, 2021 23:03 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 24,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003506 · edgar.xml · nonDerivative · entry 1 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,949 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 · shares: Represents vesting of restricted stock units ("RSUs") granted on March 14, 2019. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionUnits of EVO Investco, LLC · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · derivative · entry 13 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 893,535 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. F7 · derivative.exercise_price: On March 2, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of the Issuer pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). F7 · derivative.exercise_date: On March 2, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of the Issuer pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). F7 · derivative.expiration_date: On March 2, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of the Issuer pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionUnits of EVO Investco, LLC · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · derivative · entry 12 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,083 Underlying: Class A Common Stock · 10,000 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. F8 · derivative.exercise_price: On March 2, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. F8 · derivative.exercise_date: On March 2, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. F8 · derivative.expiration_date: On March 2, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 15,000 | $25.24 | $378,600.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 8 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 0 F5 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.96 to $25.56, 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 ranges set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 7 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 15,000 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. F7 · price: On March 2, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of the Issuer pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass C Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 6 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G Kelly Grantor Trust Disclosed balance after: 893,535 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. F7 · price: On March 2, 2021 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of the Issuer pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 10,000 | $25.23 | $252,300.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 5 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,920 F5 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.96 to $25.55, 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 ranges set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 4 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,920 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. F8 · price: On March 2, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass C Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 3 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,083 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. F8 · price: On March 2, 2021 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| February 28, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionRestricted Stock Units · Derivative | 23,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · derivative · entry 11 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,461 Underlying: Class A Common Stock · 23,487 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents vesting of restricted stock units ("RSUs") granted on February 28, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.exercise_date: Represents vesting of restricted stock units ("RSUs") granted on February 28, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.expiration_date: Represents vesting of restricted stock units ("RSUs") granted on February 28, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| February 28, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Disposition to issuerClass A Common Stock | 11,090 | $25.46 | $282,351.40 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 2 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,920 F2 · shares: Represents shares acquired by the Issuer to allow for the satisfaction of tax withholding obligations upon the vesting of RSUs on February 28, 2021. Read SEC document |
| February 28, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 23,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · nonDerivative · entry 1 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,010 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 · shares: Represents vesting of restricted stock units ("RSUs") granted on February 28, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantStock Options · Derivative | 287,395 | $0.00 Strike: $25.46 | $0.00 |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · derivative · entry 10 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,395 Underlying: Class A Common Stock · 287,395 shares Expires 2031-02-26 F4 · derivative.exercise_date: Options to acquire shares of Class A Common Stock of the Issuer. The options vest and become exercisable subject to both a time-vesting and a performance-vesting condition. The time-vesting condition is satisfied in three equal annual installments on February 26, 2022, 2023 and 2024. The performance-vesting condition requires that, prior to March 18, 2026, the Issuer's twenty trading day trailing average price for its Class A Common Stock must equal or exceed 110% of the closing price of the Class A Common Stock on the grant date for a period of twenty consecutive trading days. Options only vest and become exercisable upon the satisfaction of both conditions. If the performance-vesting condition is not satisfied prior to March 18, 2026, all options will be immediately forfeited. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 02:47 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantRestricted Stock Units · Derivative | 114,297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002615 · edgar.xml · derivative · entry 9 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,297 Underlying: Class A Common Stock · 114,297 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will vest ratably on February 26, 2022, 2023 and 2024. F3 · price: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will vest ratably on February 26, 2022, 2023 and 2024. F3 · derivative.exercise_date: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will vest ratably on February 26, 2022, 2023 and 2024. F3 · derivative.expiration_date: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will vest ratably on February 26, 2022, 2023 and 2024. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 22:04 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GiftUnits of EVO Investco, LLC · Derivative | 220,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000337 · edgar.xml · derivative · entry 4 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 908,535 Underlying: Class A Common Stock · 220,873 shares Expires not disclosed F2 · derivative.exercise_price: Units of EVO Payments, LLC represent limited liability company units of EVO Payments, LLC and an equal number of shares of Class C common stock of EVO Payments, Inc. (the "Issuer"), which together are exchangeable on a one-for-one basis for shares of Class A common stock of the Issuer pursuant to an exchange agreement between the Issuer and certain of the reporting persons. F1 · shares: Represents a gift of securities made by the reporting person on December 31, 2020 to the James G. Kelly Grantor Trust, the beneficiaries of which are immediate family members of the reporting person. F2 · derivative.exercise_date: Units of EVO Payments, LLC represent limited liability company units of EVO Payments, LLC and an equal number of shares of Class C common stock of EVO Payments, Inc. (the "Issuer"), which together are exchangeable on a one-for-one basis for shares of Class A common stock of the Issuer pursuant to an exchange agreement between the Issuer and certain of the reporting persons. F2 · derivative.expiration_date: Units of EVO Payments, LLC represent limited liability company units of EVO Payments, LLC and an equal number of shares of Class C common stock of EVO Payments, Inc. (the "Issuer"), which together are exchangeable on a one-for-one basis for shares of Class A common stock of the Issuer pursuant to an exchange agreement between the Issuer and certain of the reporting persons. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 22:04 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GiftUnits of EVO Investco, LLC · Derivative | 220,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000337 · edgar.xml · derivative · entry 3 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,083 Underlying: Class A Common Stock · 220,873 shares Expires not disclosed F2 · derivative.exercise_price: Units of EVO Payments, LLC represent limited liability company units of EVO Payments, LLC and an equal number of shares of Class C common stock of EVO Payments, Inc. (the "Issuer"), which together are exchangeable on a one-for-one basis for shares of Class A common stock of the Issuer pursuant to an exchange agreement between the Issuer and certain of the reporting persons. F1 · shares: Represents a gift of securities made by the reporting person on December 31, 2020 to the James G. Kelly Grantor Trust, the beneficiaries of which are immediate family members of the reporting person. F2 · derivative.exercise_date: Units of EVO Payments, LLC represent limited liability company units of EVO Payments, LLC and an equal number of shares of Class C common stock of EVO Payments, Inc. (the "Issuer"), which together are exchangeable on a one-for-one basis for shares of Class A common stock of the Issuer pursuant to an exchange agreement between the Issuer and certain of the reporting persons. F2 · derivative.expiration_date: Units of EVO Payments, LLC represent limited liability company units of EVO Payments, LLC and an equal number of shares of Class C common stock of EVO Payments, Inc. (the "Issuer"), which together are exchangeable on a one-for-one basis for shares of Class A common stock of the Issuer pursuant to an exchange agreement between the Issuer and certain of the reporting persons. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 22:04 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GiftClass C Common Stock | 220,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000337 · edgar.xml · nonDerivative · entry 2 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 908,535 F1 · shares: Represents a gift of securities made by the reporting person on December 31, 2020 to the James G. Kelly Grantor Trust, the beneficiaries of which are immediate family members of the reporting person. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 22:04 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GiftClass C Common Stock | 220,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000337 · edgar.xml · nonDerivative · entry 1 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,083 F1 · shares: Represents a gift of securities made by the reporting person on December 31, 2020 to the James G. Kelly Grantor Trust, the beneficiaries of which are immediate family members of the reporting person. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 4,567 | $25.22 | $115,179.74 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 13 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 0 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.01 to $25.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 11,536 | $24.56 | $283,324.16 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 12 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 4,567 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.99, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 1,540 | $23.83 | $36,698.20 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 11 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 16,103 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.71 to $23.92, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 2,400 | $25.20 | $60,480.00 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 10 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,523 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.01 to $25.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 5,014 | $24.58 | $123,244.12 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 9 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,923 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.07 to $24.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionUnits of EVO Investco, LLC · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · derivative · entry 15 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 687,662 Underlying: Class A Common Stock · 100,000 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. F5 · derivative.exercise_price: On November 10, 2020 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. F5 · derivative.exercise_date: On November 10, 2020 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. F5 · derivative.expiration_date: On November 10, 2020 the James G. Kelly Grantor Trust exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the Exchange Agreement. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionUnits of EVO Investco, LLC · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · derivative · entry 14 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,956 Underlying: Class A Common Stock · 50,000 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. F1 · derivative.exercise_price: On November 10, 2020 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of EVO Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). F1 · derivative.exercise_date: On November 10, 2020 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of EVO Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). F1 · derivative.expiration_date: On November 10, 2020 the reporting person exchanged units of EVO Investco, LLC, together with shares of Class C Common Stock, on a one-for-one basis for shares of Class A Common Stock of EVO Payments, Inc. (the "Issuer") pursuant to an exchange agreement among the Issuer, the reporting person and certain other persons party thereto (the "Exchange Agreement"). Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 11,261 | $26.62 | $299,767.82 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 8 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 17,643 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.34 to $27.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:39 UTC | EVO Payments, Inc. EVOP · Entity 115052 | SaleClass A Common Stock | 71,096 | $25.94 | $1,844,230.24 |
DisclosureSEC source: 0001179110-20-011041 · edgar.xml · nonDerivative · entry 7 KELLY JAMES G · CIK 0001226014 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By James G. Kelly Grantor Trust Disclosed balance after: 28,904 F2 · kind: The transaction was pursuant to a Rule 10b5-1 plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.34 to $26.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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.