Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Priority Technology Holdings, Inc.PRTH · Entity 5566 | Director | October 01, 2026 | October 05, 2026 |
| SharpSpring, Inc.SHSP · Entity 135727 | Director | August 10, 2020 | August 11, 2020 |
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.
Priority Technology Holdings, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,813 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 4,296 · Balance 90,972 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2026-10-01 · Disposition to issuer · Disposed 1,159 · Balance 89,813 F2: Shares withheld to satisfy tax obligations. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,294 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 4,296 · Balance 4,294 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: On February 5, 2026, the Reporting Person was granted 17,182 restricted stock units which vest 25% on April 1, 2026, 25% on July 1, 2026, 25% on October 1, 2026, and 25% on January 1, 2027 subject to the Reporting Person's continued service as a director of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Shares withheld to satisfy tax obligations.
F3: On February 5, 2026, the Reporting Person was granted 17,182 restricted stock units which vest 25% on April 1, 2026, 25% on July 1, 2026, 25% on October 1, 2026, and 25% on January 1, 2027 subject to the Reporting Person's continued service as a director of the Issuer.
SharpSpring, Inc.
Report date August 10, 2020 · Filed August 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,948 |
Reported balance
After 2020-08-10 transaction · row 1
1 source rowRow 1 · 2020-08-10 · Grant · Acquired 895 · Balance 11,948 F1: Acquired directly from issuer for director services. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired directly from issuer for director services.
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 |
|---|---|---|---|---|---|---|
| April 01, 2022 Filed Apr 5, 2022 20:56 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 4,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-22-000046 · wf-form4_164919219512296.xml · derivative · entry 2 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,837 Underlying: Common Stock · 4,613 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2022, the Reporting Person was granted 18,450 restricted stock units which vest 25% on April 1, 2022, 25% on July 1, 2022, 25% on October 1, 2022, and 25% on January 1, 2023 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On February 25, 2022, the Reporting Person was granted 18,450 restricted stock units which vest 25% on April 1, 2022, 25% on July 1, 2022, 25% on October 1, 2022, and 25% on January 1, 2023 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:56 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 4,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-22-000046 · wf-form4_164919219512296.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,337 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 23:19 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 18,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-22-000016 · wf-form4_164609030302833.xml · derivative · entry 2 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,450 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2022, the Reporting Person was granted 18,450 restricted stock units which vest 25% on April 1, 2022, 25% on July 1, 2022, 25% on October 1, 2022, and 25% on January 1, 2023 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On February 25, 2022, the Reporting Person was granted 18,450 restricted stock units which vest 25% on April 1, 2022, 25% on July 1, 2022, 25% on October 1, 2022, and 25% on January 1, 2023 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:12 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-22-000004 · wf-form4_164133421596396.xml · derivative · entry 2 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,931 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:12 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-22-000004 · wf-form4_164133421596396.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,724 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 20:37 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000125 · wf-form4_163337984021177.xml · derivative · entry 2 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 Underlying: Common Stock · 2,931 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer F2 · derivative.expiration_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 20:37 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000125 · wf-form4_163337984021177.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,793 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:14 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000090 · wf-form4_162560602794322.xml · derivative · entry 2 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,862 Underlying: Common Stock · 2,931 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:14 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000090 · wf-form4_162560602794322.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,862 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 21:01 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000043 · wf-form4_161731085150357.xml · derivative · entry 2 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,793 Underlying: Common Stock · 2,931 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 21:01 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000043 · wf-form4_161731085150357.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:43 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock · Derivative | 11,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-21-000018 · wf-form4_161437937886801.xml · derivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,724 Underlying: Common Stock · 11,724 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: On February 25, 2021, the Reporting Person was granted 11,724 restricted stock units which vest 25% on April 1, 2021, 25% on July 1, 2021, 25% on October 1, 2021, and 25% on January 1, 2022 subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 16:00 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 895 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-008813 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,948 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| May 19, 2020 Filed May 21, 2020 22:23 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-005890 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,053 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 23:40 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-000700 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,847 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 20:33 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-011949 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,177 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 17:42 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-008544 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,459 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 21:12 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-004742 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,874 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 23:02 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-000709 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,386 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| October 17, 2018 Filed Oct 22, 2018 13:13 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 562 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-011431 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,785 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 17:38 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 864 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-007925 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,223 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 15:46 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-004336 · section16.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,359 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 23:42 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-18-000937 · form4.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,976 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 15:28 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 2,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-17-011959 · form4.xml · nonDerivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,185 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 01:01 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantStock option (Right to buy) · Derivative | 16,000 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001493152-17-008376 · form4.xml · derivative · entry 1 Davis Marietta · CIK 0001710581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common stock · 16,000 shares Expires 2027-07-31 F1 · derivative.exercise_date: The options vest over a 4 year period, with 25% vesting on the first anniversary of the grant date and an additional 1/48 of the original number of options vesting every month thereafter, until becoming fully vested on the fourth anniversary of the grant date. 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.