Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlanticus Holdings CorpATLC · Entity 8973 | Director · President & CEO | June 30, 2026 | July 03, 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.
Atlanticus Holdings Corp
Report date June 30, 2026 · Filed July 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 663,265 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Sale · Disposed 10,000 · Balance 663,265 F1: This transaction was executed in multiple trades at prices ranging from $103.00 and $103.50. The reported price reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $103.00 and $103.50. The reported price reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| February 17, 2021 Filed Feb 20, 2021 02:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 1,279 | $30.00 | $38,370.00 |
DisclosureSEC source: 0001437749-21-003519 · rdgdoc.xml · nonDerivative · entry 1 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,556 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 01:10 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 2,564 | $30.00 | $76,920.00 |
DisclosureSEC source: 0001437749-21-002259 · rdgdoc.xml · nonDerivative · entry 2 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,835 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 04, 2021 Filed Feb 9, 2021 01:10 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 11,157 | $30.00 | $334,710.00 |
DisclosureSEC source: 0001437749-21-002259 · rdgdoc.xml · nonDerivative · entry 1 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,399 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 31, 2021 Filed Feb 1, 2021 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001675 · rdgdoc.xml · derivative · entry 2 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2023-11-12 F1 · balance_after: On November 12, 2018, the reporting person was granted an option to purchase 200,000 shares of common stock. The option vested on January 31, 2021 based on Atlanticus Holdings Corporation's satisfaction of certain performance criteria for the fiscal year ended December 31, 2020. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $3.04 | $0.00 |
DisclosureSEC source: 0001437749-20-025394 · rdgdoc.xml · derivative · entry 3 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2021-03-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock option vested in three equal installments on March 24, 2017, March 24, 2018 and March 24, 2019. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 77,953 | $21.63 | $1,686,123.39 |
DisclosureSEC source: 0001437749-20-025394 · rdgdoc.xml · nonDerivative · entry 2 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,556 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy tax withholding obligations upon the exercise of the stock option, based on the closing price of Atlanticus Holdings Corporation common stock on December 11, 2020. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 200,000 | $3.04 | $608,000.00 |
DisclosureSEC source: 0001437749-20-025394 · rdgdoc.xml · nonDerivative · entry 1 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,509 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. Read SEC document |
| November 11, 2020 Filed Dec 30, 2020 22:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0001437749-20-026161 · rdgdoc.xml · derivative · entry 2 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2025-11-11 F1 · derivative.exercise_date: The option vests in three equal installments on November 11, 2021, November 11, 2022 and November 11, 2023. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $2.64 | $0.00 |
DisclosureSEC source: 0001437749-19-002763 · rdgdoc.xml · derivative · entry 2 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2019-02-21 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_date: The stock option vested in two equal installments on 2/21/2015 and 2/21/2016. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 200,000 | $2.64 | $528,000.00 |
DisclosureSEC source: 0001437749-19-002763 · rdgdoc.xml · nonDerivative · entry 1 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,509 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. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 23:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028942 · doc4.xml · derivative · entry 2 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2023-11-12 F2 · derivative.exercise_date: The option vests in three equal installments on November 12, 2019, November 12, 2020 and November 12, 2021. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 23:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028942 · doc4.xml · nonDerivative · entry 1 Howard Jeffrey A. · CIK 0001603556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,509 F1 · kind: Grant of restricted stock, which will vest in its entirety on November 12, 2021. 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.