Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stride, Inc.LRN · Entity 4119 | Director | August 20, 2026 | September 22, 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.
Stride, Inc.
Report date August 20, 2026 · Filed September 22, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 122 |
Reported balance
After 2026-08-20 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 122 · Balance 122 F1: Represents Deferred Stock Units ("DSUs") under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock of Stride, Inc. Vested DSUs become payable upon the reporting person's termination of service as a Director. Any fractional shares will be paid in cash upon settlement. F2: The DSUs will vest on the earlier of (a) August 20, 2027 or (b) the next annual meeting of the stockholders of Stride, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units ("DSUs") under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock of Stride, Inc. Vested DSUs become payable upon the reporting person's termination of service as a Director. Any fractional shares will be paid in cash upon settlement.
F2: The DSUs will vest on the earlier of (a) August 20, 2027 or (b) the next annual meeting of the stockholders of Stride, Inc.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CSG SYSTEMS INTERNATIONAL INC
Report date May 14, 2026 · Filed May 18, 2026
Section 16 reporting ended · disclosed 2026-05-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Disposition to issuer · Disposed 575,191 · Balance 0 F1: On May 14, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2025 (the "Merger Agreement"), by and among CSG Systems International, Inc. (the "Issuer"), NEC Corporation ("Parent") and Canvas Transaction Company, Inc., a direct or indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, each share of Issuer common stock, par value $0.01 per share, each unvested share of restricted stock ("RSA") and each unvested share of performance-based restricted stock ("PSA") held by the Reporting Person immediately prior to the closing of the Merger was converted into the right to receive $80.70 in cash, without interest, less any applicable withholding taxes. F2: Includes 53,806 RSAs and 93,184 PSAs. Any payment with respect to unvested RSAs and PSAs, as applicable, will be subject to vesting conditions on substantially the same terms and conditions as applied to such awards immediately prior to the effective time of the Merger, except for terms rendered inoperative by reason of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 14, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2025 (the "Merger Agreement"), by and among CSG Systems International, Inc. (the "Issuer"), NEC Corporation ("Parent") and Canvas Transaction Company, Inc., a direct or indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, each share of Issuer common stock, par value $0.01 per share, each unvested share of restricted stock ("RSA") and each unvested share of performance-based restricted stock ("PSA") held by the Reporting Person immediately prior to the closing of the Merger was converted into the right to receive $80.70 in cash, without interest, less any applicable withholding taxes.
F2: Includes 53,806 RSAs and 93,184 PSAs. Any payment with respect to unvested RSAs and PSAs, as applicable, will be subject to vesting conditions on substantially the same terms and conditions as applied to such awards immediately prior to the effective time of the Merger, except for terms rendered inoperative by reason of the Merger.
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 20, 2026 Filed Sep 22, 2026 21:07 UTC Amendment | Stride, Inc. LRN · Entity 4119 | GrantDeferred Stock Unit · Derivative | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001567675-26-000005 · form4a-09222026_090913.xml · derivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122 Underlying: Common Stock · 122 shares Expires not disclosed F1 · derivative.exercise_price: Represents Deferred Stock Units ("DSUs") under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock of Stride, Inc. Vested DSUs become payable upon the reporting person's termination of service as a Director. Any fractional shares will be paid in cash upon settlement. F2 · derivative.exercise_date: The DSUs will vest on the earlier of (a) August 20, 2027 or (b) the next annual meeting of the stockholders of Stride, Inc. F2 · derivative.expiration_date: The DSUs will vest on the earlier of (a) August 20, 2027 or (b) the next annual meeting of the stockholders of Stride, Inc. Read SEC document |
| August 20, 2026 Filed Sep 9, 2026 00:41 UTC | Stride, Inc. LRN · Entity 4119 | GrantDeferred Stock Unit · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-385586 · ownership.xml · derivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186 Underlying: Common Stock · 186 shares Expires not disclosed F1 · derivative.exercise_price: Represents Deferred Stock Units ("DSUs") under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock of Stride, Inc. Vested DSUs become payable upon the reporting person's termination of service as a Director. Any fractional shares will be paid in cash upon settlement. F2 · derivative.exercise_date: The DSUs will vest on the earlier of (a) August 20, 2027 or (b) the next annual meeting of the stockholders of Stride, Inc. F2 · derivative.expiration_date: The DSUs will vest on the earlier of (a) August 20, 2027 or (b) the next annual meeting of the stockholders of Stride, Inc. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 23:37 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 1,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-329115 · ownership.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,094 F1 · shares: These shares are restricted and will vest on the earlier of (a) July 29, 2027, or (b) the next annual meeting of the stockholders of Stride, Inc. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:30 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Disposition to issuerCommon Stock | 575,191 | $80.70 | $46,417,913.70 |
DisclosureSEC source: 0001193125-26-228988 · ownership.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: On May 14, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2025 (the "Merger Agreement"), by and among CSG Systems International, Inc. (the "Issuer"), NEC Corporation ("Parent") and Canvas Transaction Company, Inc., a direct or indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, each share of Issuer common stock, par value $0.01 per share, each unvested share of restricted stock ("RSA") and each unvested share of performance-based restricted stock ("PSA") held by the Reporting Person immediately prior to the closing of the Merger was converted into the right to receive $80.70 in cash, without interest, less any applicable withholding taxes. F2 · shares: Includes 53,806 RSAs and 93,184 PSAs. Any payment with respect to unvested RSAs and PSAs, as applicable, will be subject to vesting conditions on substantially the same terms and conditions as applied to such awards immediately prior to the effective time of the Merger, except for terms rendered inoperative by reason of the Merger. F1 · price: On May 14, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2025 (the "Merger Agreement"), by and among CSG Systems International, Inc. (the "Issuer"), NEC Corporation ("Parent") and Canvas Transaction Company, Inc., a direct or indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, each share of Issuer common stock, par value $0.01 per share, each unvested share of restricted stock ("RSA") and each unvested share of performance-based restricted stock ("PSA") held by the Reporting Person immediately prior to the closing of the Merger was converted into the right to receive $80.70 in cash, without interest, less any applicable withholding taxes. F2 · price: Includes 53,806 RSAs and 93,184 PSAs. Any payment with respect to unvested RSAs and PSAs, as applicable, will be subject to vesting conditions on substantially the same terms and conditions as applied to such awards immediately prior to the effective time of the Merger, except for terms rendered inoperative by reason of the Merger. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 22:27 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 37,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001005757-26-000014 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,191 F1 · shares: Represents shares of time-based restricted stock which vest on March 10, 2027. Read SEC document |
| December 19, 2025 Filed Dec 20, 2025 00:58 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 29,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001005757-25-000025 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652,616 F1 · shares: Represents additional shares of performance-based restricted stock awarded due to level of achievement attained for pre-determined performance objectives. Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:58 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 114,600 | $77.02 | $8,826,492.00 |
DisclosureSEC source: 0001005757-25-000025 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,016 F2 · shares: Represents shares withheld by the Issuer to cover tax withholding obligations upon vesting of a restricted stock award and/or a performance-based restricted stock award. F3 · shares: In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of October 29, 2025, by and among the Issuer, NEC Corporation and Canvas Transaction Company, Inc. (the "Merger Agreement"), the Board of Directors (or authorized committee thereof) of the Issuer accelerated the vesting of certain restricted stock awards and performance-based restricted stock awards (i) pursuant to the terms of the Merger Agreement or (ii) in connection with tax-planning actions to mitigate adverse tax consequences of Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 22:45 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 74,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009117 · form4.xml · nonDerivative · entry 3 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622,879 F3 · shares: Represents shares of performance-based restricted stock which vest depending upon level of attainment of predetermined performance measures at the end of two-year or three-year performance periods. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 22:45 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 49,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009117 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548,042 F2 · shares: Represents shares of time-based restricted stock which vest in substantially three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 22:45 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 22,797 | $62.04 | $1,414,325.88 |
DisclosureSEC source: 0001127602-25-009117 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,151 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 01:22 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 33,389 | $64.29 | $2,146,578.81 |
DisclosureSEC source: 0001127602-25-006455 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520,948 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a two-year or three-year performance-based restricted stock awards. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 01:22 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 14,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006455 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554,337 F1 · shares: Represents additional shares of performance-based restricted stock awarded due to level of achievement attained for pre-determined market performance objectives as part of the 2023 LTIP. Read SEC document |
| December 31, 2024 Filed Jan 1, 2025 01:09 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Disposition to issuerCommon Stock | 42,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-030226 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540,194 F1 · shares: Represents canceled outstanding shares from the September 10, 2020, pre-determined market performance-based restricted stock award measures for the performance period ending on December 31, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 22:26 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 74,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029284 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582,329 F1 · shares: Represents shares of performance-based restricted stock, with a grant date value of $4.0 million based on the closing price of $53.71 CSG common stock on the date of grant, representing a 100% target achievement, with a right to earn additional shares to the extent performance goals are achieved, in tranches over three to five years with the performance period ending on December 10, 2029. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 23:44 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 77,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009871 · form4.xml · nonDerivative · entry 3 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,854 F3 · shares: Represents shares of performance-based restricted stock which vest depending upon level of attainment of predetermined performance measures at the end of two-year or three-year performance periods. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 23:44 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 51,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009871 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,953 F2 · shares: Represents shares of time-based restricted stock which vest in substantially three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 23:44 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 16,504 | $53.96 | $890,555.84 |
DisclosureSEC source: 0001127602-24-009871 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 378,019 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 16, 2024 Filed Feb 22, 2024 01:13 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Disposition to issuerCommon Stock | 6,074 | $53.09 | $322,468.66 |
DisclosureSEC source: 0001127602-24-006209 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,449 F2 · shares: Represents shares deducted from performance-based restricted stock awarded due to level of attained achievement for pre-determined performance-based restricted stock measures at the end of the two-year 2022 performance period. Read SEC document |
| February 16, 2024 Filed Feb 22, 2024 01:13 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 15,670 | $53.09 | $831,920.30 |
DisclosureSEC source: 0001127602-24-006209 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,523 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:05 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 5,606 | $53.12 | $297,790.72 |
DisclosureSEC source: 0001127602-24-000897 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416,267 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations in connection with the vesting of 12,485 shares on December 31, 2023, from a restricted stock award originally granted on September 10, 2020. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 23:26 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 64,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010173 · form4.xml · nonDerivative · entry 3 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,873 F3 · shares: Represents shares of performance-based restricted stock which vest depending upon level of attainment of predetermined performance measures at the end of two-year or three-year performance periods. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 23:26 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 42,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010173 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,735 F2 · shares: Represents shares of time-based restricted stock which vest in substantially three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 23:26 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 11,279 | $52.43 | $591,357.97 |
DisclosureSEC source: 0001127602-23-010173 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,976 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 23:49 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 31,296 | $60.54 | $1,894,659.84 |
DisclosureSEC source: 0001127602-23-006572 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,255 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a performance-based restricted stock award. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 23:49 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 22,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006572 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,551 F1 · shares: Represents additional shares of performance-based restricted stock awarded due to level of achievement attained for pre-determined performance objectives as part of the 2021 long-term incentive plan. Read SEC document |
| January 03, 2023 Filed Jan 9, 2023 23:13 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 5,607 | $58.26 | $326,663.82 |
DisclosureSEC source: 0001127602-23-001176 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,023 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations in connection with the vesting of 12,484 shares on December 31, 2022, from a restricted stock award originally granted on September 10, 2020. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 22:38 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 55,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009194 · form4.xml · nonDerivative · entry 3 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,630 F3 · shares: Represents shares of performance-based restricted stock which vest depending upon level of attainment of predetermined performance measures at the end of two-year and three-year performance periods. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 22:38 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 37,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009194 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,775 F2 · shares: Represents shares of time-based restricted stock which vest in substantially three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 22:38 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 5,867 | $65.26 | $382,880.42 |
DisclosureSEC source: 0001127602-22-009194 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,538 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 23:07 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 6,166 | $64.57 | $398,138.62 |
DisclosureSEC source: 0001127602-22-008664 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,405 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a performance-based restricted stock award. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 00:17 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 1,391 | $59.60 | $82,903.60 |
DisclosureSEC source: 0001127602-22-006662 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,571 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 00:43 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006113 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,076 F2 · kind: Represents additional shares of performance-based restricted stock awarded due to level of achievement attained for pre-determined performance objectives as part of the 2020 long-term incentive plan. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 00:43 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 8,114 | $58.85 | $477,508.90 |
DisclosureSEC source: 0001127602-22-006113 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,962 F1 · kind: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 14:35 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 5,481 | $57.62 | $315,815.22 |
DisclosureSEC source: 0001127602-22-000222 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,215 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:03 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 48,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010467 · form4.xml · nonDerivative · entry 3 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,696 F3 · shares: Represents shares of performance-based restricted stock which vest depending upon level of attainment of predetermined performance measures at the end of a two-year performance period. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:03 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 32,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010467 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,936 F2 · shares: Represents shares of time-based restricted stock which vest in substantially four equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:03 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 2,299 | $48.30 | $111,041.70 |
DisclosureSEC source: 0001127602-21-010467 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,430 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 12:59 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 1,047 | $46.51 | $48,695.97 |
DisclosureSEC source: 0001127602-21-007470 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,729 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 01:46 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 950 | $46.93 | $44,583.50 |
DisclosureSEC source: 0001127602-21-007448 · form4.xml · nonDerivative · entry 3 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,776 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 01:46 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 4,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-007448 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,726 F2 · shares: Represents additional shares of performance-based restricted stock awarded due to level of achievement attained for pre-determined performance objectives as part of the 2019 long-term incentive plan. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 01:46 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 5,285 | $45.98 | $243,004.30 |
DisclosureSEC source: 0001127602-21-007448 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,294 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 22:16 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 56,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025084 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,579 F2 · shares: Represents shares of performance-based restricted stock that generally vest upon the achievement of certain objective performance goals with the performance period ending on December 31, 2024. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 22:16 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 37,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025084 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,399 F1 · shares: Represents shares of restricted stock which vest in three equal annual installments commencing on December 31, 2021. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:26 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 1,016 | $41.49 | $42,153.84 |
DisclosureSEC source: 0001127602-20-010470 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,688 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock award. Read SEC document |
| March 10, 2020 Filed Mar 24, 2020 23:20 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 11,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011888 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,946 F2 · shares: Represents shares of restricted stock which vest in four equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| March 10, 2020 Filed Mar 24, 2020 23:20 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | GrantCommon Stock | 17,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011888 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,243 F1 · shares: Represents shares of performance-based restricted stock that generally vest upon the achievement of certain objective performance goals at the end of a two-year period. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 13:54 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 1,382 | $52.74 | $72,886.68 |
DisclosureSEC source: 0001127602-20-008266 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,704 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 13:54 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 8,853 | $50.20 | $444,420.60 |
DisclosureSEC source: 0001127602-20-008266 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,086 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 02:30 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 185 | $47.75 | $8,833.75 |
DisclosureSEC source: 0001127602-20-008052 · form4.xml · nonDerivative · entry 2 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,939 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 02:30 UTC | CSG SYSTEMS INTERNATIONAL INC CSGS · Entity 46578 | Tax withholdingCommon Stock | 666 | $47.75 | $31,801.50 |
DisclosureSEC source: 0001127602-20-008052 · form4.xml · nonDerivative · entry 1 Shepherd Brian A. · CIK 0001567675 · EVP & Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,124 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.