Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPLUS INCPLUS · Entity 4423 | CHIEF FINANCIAL OFFICER | October 12, 2026 | October 14, 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.
EPLUS INC
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Elaine D. Marion Trust | 79,259 |
Last balance in matching sequence
After 2026-10-13 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2026-10-12 · Sale · Disposed 158 · Balance 84,101 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2025. F2: The transaction was executed in multiple trades at prices ranging from $95.00 to $95.06 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F3: The shares are held in a revocable trust, of which the reporting person and her spouse are the sole trustees and beneficiaries. Row 2 · 2026-10-13 · Sale · Disposed 2,120 · Balance 81,981 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2025. F4: The transaction was executed in multiple trades at prices ranging from $95.21 to $96.18 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F3: The shares are held in a revocable trust, of which the reporting person and her spouse are the sole trustees and beneficiaries. Row 3 · 2026-10-13 · Sale · Disposed 2,377 · Balance 79,604 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2025. F5: The transaction was executed in multiple trades at prices ranging from $96.23 to $97.15 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F3: The shares are held in a revocable trust, of which the reporting person and her spouse are the sole trustees and beneficiaries. Row 4 · 2026-10-13 · Sale · Disposed 345 · Balance 79,259 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2025. F6: The transaction was executed in multiple trades at prices ranging from $97.33 to $97.47 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F3: The shares are held in a revocable trust, of which the reporting person and her spouse are the sole trustees and beneficiaries. |
| Common StockSEC Table I · non-derivative | Direct | 34,801 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 34,801 |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2025.
F2: The transaction was executed in multiple trades at prices ranging from $95.00 to $95.06 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected.
F3: The shares are held in a revocable trust, of which the reporting person and her spouse are the sole trustees and beneficiaries.
F4: The transaction was executed in multiple trades at prices ranging from $95.21 to $96.18 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected.
F5: The transaction was executed in multiple trades at prices ranging from $96.23 to $97.15 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected.
F6: The transaction was executed in multiple trades at prices ranging from $97.33 to $97.47 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| October 02, 2017 Filed Oct 4, 2017 20:52 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 100 | $94.40 | $9,440.00 |
DisclosureSEC source: 0001140361-17-037648 · doc1.xml · nonDerivative · entry 3 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,068 F1 · shares: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2017. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:52 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,502 | $93.77 | $140,840.89 |
DisclosureSEC source: 0001140361-17-037648 · doc1.xml · nonDerivative · entry 2 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,168 F1 · shares: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2017. F3 · price: The transaction was executed in multiple trades at prices ranging from $93.40 to $94.35 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:52 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,398 | $92.94 | $129,933.20 |
DisclosureSEC source: 0001140361-17-037648 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,670 F1 · shares: The transactions reported in this Form 4 were all effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $92.40 to $93.35 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| June 19, 2017 Filed Jun 19, 2017 22:48 UTC | EPLUS INC PLUS · Entity 4423 | Tax withholdingCommon Stock | 5,724 | $74.50 | $426,438.00 |
DisclosureSEC source: 0001140361-17-025516 · doc1.xml · nonDerivative · entry 2 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,068 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial vesting of a restricted stock award granted on June 17, 2015, and originally reported by the reporting person in a Form 4 filed with the Commission on June 17, 2015. Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 22:48 UTC | EPLUS INC PLUS · Entity 4423 | Tax withholdingCommon Stock | 2,864 | $75.20 | $215,372.80 |
DisclosureSEC source: 0001140361-17-025516 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,792 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial vesting of a restricted stock award granted on June 16, 2016, and originally reported by the reporting person in a Form 4 filed with the Commission on June 16,2016. Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 22:48 UTC | EPLUS INC PLUS · Entity 4423 | Tax withholdingCommon Stock | 3,048 | $78.45 | $239,115.60 |
DisclosureSEC source: 0001140361-17-024743 · doc1.xml · nonDerivative · entry 2 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,656 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial vesting of a restricted stock award granted on June 12, 2014, and originally reported by the reporting person in a Form 4 filed with the Commission on June 12, 2014. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 22:48 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-024743 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,704 F1 · shares: On June 8, 2017, Ms. Marion, an executive of ePlus inc. (the "Company") was granted a restricted stock award consisting of 12,000 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted by the Company's Compensation Committee, pursuant to the Company's 2012 Employee Long-Term Incentive Plan. The Restricted Shares are subject to a restriction period of three years, with one-third of the shares vesting on each of the next three annual anniversaries of the grant. As more fully described in the Plan, under certain circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:20 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 5,000 | $78.59 | $392,956.00 |
DisclosureSEC source: 0001140361-17-023808 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,704 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $78.20 to $79.05 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 21:24 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 5,000 | $70.92 | $354,576.00 |
DisclosureSEC source: 0001140361-17-016935 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,704 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $70.20 to $71.50 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. F3 · balance_after: On March 31, 2017, the common stock of ePlus inc. split 2-for-1, resulting in the reporting person's direct ownership of 44,352 additional shares of common stock. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 21:51 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 2,500 | $121.77 | $304,436.50 |
DisclosureSEC source: 0001140361-17-007743 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,352 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $121.35 to $122.35 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:11 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 3,000 | $116.60 | $349,799.70 |
DisclosureSEC source: 0001140361-16-090272 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,852 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $115.65 to $117.40 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 20:12 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 1,500 | $109.18 | $163,773.45 |
DisclosureSEC source: 0001140361-16-087760 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,852 F1 · price: The transaction was executed in multiple trades at prices ranging from $107.65 to $110.10 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. Read SEC document |
| October 17, 2016 Filed Oct 18, 2016 21:43 UTC | EPLUS INC PLUS · Entity 4423 | SaleCommon Stock | 3,500 | $91.83 | $321,394.50 |
DisclosureSEC source: 0001140361-16-083007 · doc1.xml · nonDerivative · entry 1 Marion Elaine D · CIK 0001444430 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,352 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2016. F2 · price: The transaction was executed in multiple trades at prices ranging from $90.75 to $92.75 per share, inclusive. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased and prices at which the transaction was effected. 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.