Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Esquire Financial Holdings, Inc.ESQ · Entity 4764 | Director | August 07, 2026 | August 10, 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.
Esquire Financial Holdings, Inc.
Report date August 07, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,365 |
Last balance in matching sequence
After 2026-08-07 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-07 · Exercise / conversion · Acquired 20,000 · Balance 69,267 F1: Includes shares of restricted stock which vest 100% on December 10, 2026. F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Row 2 · 2026-08-07 · Tax withholding · Disposed 1,902 · Balance 67,365 F1: Includes shares of restricted stock which vest 100% on December 10, 2026. F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.50 · Expires 2026-09-01 | Direct | 0 |
Reported balance
After 2026-08-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-07 · Exercise / conversion · Disposed 20,000 · Balance 0 F7: Stock options are fully vested. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,910 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,910 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 36,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 36,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock which vest 100% on December 10, 2026.
F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.
F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.
F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.
F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027.
F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.
F7: Stock options are fully vested.
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 07, 2026 Filed Aug 10, 2026 20:34 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionStock Options · Derivative | 20,000 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001437749-26-026789 · rdgdoc.xml · derivative · entry 5 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2026-09-01 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 · shares: Stock options are fully vested. F7 · derivative.underlying_shares: Stock options are fully vested. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:34 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Tax withholdingCommon Stock | 1,902 | $131.38 | $249,884.76 |
DisclosureSEC source: 0001437749-26-026789 · rdgdoc.xml · nonDerivative · entry 2 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,365 F1 · balance_after: Includes shares of restricted stock which vest 100% on December 10, 2026. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:34 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionCommon Stock | 20,000 | $12.50 | $250,000.00 |
DisclosureSEC source: 0001437749-26-026789 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,267 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 · balance_after: Includes shares of restricted stock which vest 100% on December 10, 2026. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| December 10, 2025 Filed Dec 16, 2025 21:23 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038018 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,267 F1 · shares: Shares of restricted stock vest 100% on December 10, 2026. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F7 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 17:40 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionStock Options · Derivative | 22,231 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001437749-25-026834 · rdgdoc.xml · derivative · entry 5 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,231 shares Expires 2025-09-01 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.underlying_shares: Stock options are fully vested. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 17:40 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Tax withholdingCommon Stock | 2,839 | $97.88 | $277,881.32 |
DisclosureSEC source: 0001437749-25-026834 · rdgdoc.xml · nonDerivative · entry 2 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,431 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 17:40 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionCommon Stock | 22,231 | $12.50 | $277,887.50 |
DisclosureSEC source: 0001437749-25-026834 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,270 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 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 14:31 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GiftCommon Stock | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-038345 · rdgdoc.xml · nonDerivative · entry 2 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 12,910 Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 14:31 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GiftCommon Stock | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-038345 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,039 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:28 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 2,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-036727 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,206 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 3, 2027. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 18:46 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GiftCommon Stock | 2,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002648 · rdgdoc.xml · nonDerivative · entry 2 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 11,743 Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 18:46 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GiftCommon Stock | 2,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002648 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,703 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 18:38 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 4,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-034857 · rdgdoc.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,036 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 15, 2027. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F7 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 20:33 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-021912 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2026. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 23:42 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-021986 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 9, 2025. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 20:05 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-021344 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,500 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 16, 2024. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 15:35 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023502 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| December 10, 2018 Filed Dec 21, 2018 21:34 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008518 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 10, 2022. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 21:05 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 5,410 | $22.59 | $122,220.56 |
DisclosureSEC source: 0001140361-18-005813 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,410 Read SEC document |
| January 23, 2018 Filed Feb 7, 2018 19:59 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-005540 · doc1.xml · nonDerivative · entry 1 Coelho Anthony · CIK 0001709833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on January 23, 2022. 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.