Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlanticus Holdings CorpATLC · Entity 8973 | Director · Executive Chairman · 10% owner | June 29, 2026 | July 02, 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 29, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 259,392 |
Ending reported balance
After 2026-07-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-06-29 · Sale · Disposed 1,005 · Balance 283,387 Row 2 · 2026-06-30 · Sale · Disposed 8,319 · Balance 275,068 F1: This transaction was executed in multiple trades at prices ranging from $103.00 and $106.54. 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. Row 3 · 2026-07-01 · Sale · Disposed 15,676 · Balance 259,392 F2: This transaction was executed in multiple trades at prices ranging from $103.00 and $106.08. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 3,463,072 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,463,072 F3: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 325,000 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 325,000 F3: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. F4: Held by a family trust, the beneficiaries of which are the reporting person and certain members of the reporting person's family. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $103.00 and $106.54. 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.
F2: This transaction was executed in multiple trades at prices ranging from $103.00 and $106.08. 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.
F3: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
F4: Held by a family trust, the beneficiaries of which are the reporting person and certain members of the reporting person's family.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 2, 2026 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 15,676 | $104.26 | $1,634,379.76 |
DisclosureSEC source: 0001437749-26-022368 · rdgdoc.xml · nonDerivative · entry 3 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,392 F2 · price: This transaction was executed in multiple trades at prices ranging from $103.00 and $106.08. 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. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 8,319 | $103.08 | $857,522.52 |
DisclosureSEC source: 0001437749-26-022368 · rdgdoc.xml · nonDerivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,068 F1 · price: This transaction was executed in multiple trades at prices ranging from $103.00 and $106.54. 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. Read SEC document |
| June 29, 2026 Filed Jul 2, 2026 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 1,005 | $105.00 | $105,525.00 |
DisclosureSEC source: 0001437749-26-022368 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,387 Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-020828 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,463,072 F1 · kind: An LLC in which the reporting person has a pecuniary interest donated 100,000 shares of common stock to a public charity. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-037856 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,563,072 F1 · kind: An LLC in which the reporting person has a pecuniary interest donated 10,000 shares of common stock to a public charity. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 21:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0001437749-25-031817 · rdgdoc.xml · derivative · entry 5 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2025-11-11 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 option vested in three equal installments on November 11, 2021, November 11, 2022 and November 11, 2023. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 21:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 1,000 | $15.30 | $15,300.00 |
DisclosureSEC source: 0001437749-25-031817 · rdgdoc.xml · nonDerivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,392 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 |
| April 08, 2025 Filed Oct 27, 2025 21:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | OtherCommon Stock | 19,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-031817 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,392 Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 23:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-035985 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,573,072 F1 · kind: An LLC in which the reporting person has a pecuniary interest donated 100,000 shares of common stock to a public charity. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| February 13, 2023 Filed Feb 14, 2024 21:34 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-004173 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,673,072 F1 · kind: An LLC in which the reporting person has a pecuniary interest donated 100,000 shares of common stock to a public charity. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the benefical owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 22:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseCommon Stock | 325,000 | $27.15 | $8,823,750.00 |
DisclosureSEC source: 0001437749-22-028822 · rdgdoc.xml · nonDerivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 325,000 F1 · kind: An LLC in which the reporting person has a pecuniary interest donated 325,000 shares of common stock to a public charity. Following the donation, a trust in which the reporting person has a pecuniary interest purchased these 325,000 shares of common stock from the public charity at the Nasdaq closing price on December 7, 2022. These transactions were effected for estate and tax planning purposes. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the benefical owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| November 28, 2022 Filed Dec 9, 2022 22:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 325,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-028822 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 3,773,072 F1 · kind: An LLC in which the reporting person has a pecuniary interest donated 325,000 shares of common stock to a public charity. Following the donation, a trust in which the reporting person has a pecuniary interest purchased these 325,000 shares of common stock from the public charity at the Nasdaq closing price on December 7, 2022. These transactions were effected for estate and tax planning purposes. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the benefical owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| November 14, 2022 Filed Nov 17, 2022 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 263,432 | $28.40 | $7,481,468.80 |
DisclosureSEC source: 0001437749-22-027575 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,432 F1 · kind: The reporting person sold 263,432 shares of common stock to an entity controlled by his brother, Frank J. Hanna, III, for estate and tax planning purposes. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000,000 | $0.00 Strike: $2.78 | $0.00 |
DisclosureSEC source: 0001437749-22-003267 · rdgdoc.xml · derivative · entry 4 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000,000 shares Expires 2022-02-17 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. F3 · derivative.exercise_date: The option vested in full on February 17, 2020 upon satisfaction of the performance criteria. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Tax withholdingCommon Stock | 473,136 | $69.95 | $33,095,863.20 |
DisclosureSEC source: 0001437749-22-003267 · rdgdoc.xml · nonDerivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,864 F1 · kind: Reflects shares of Atlanticus Holdings Corporation common stock withheld to satisfy the exercise price and tax withholding obligations upon the exercise of the stock option, based on the closing price of Atlanticus Holdings Corporation common stock on February 10, 2022. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | Exercise / conversionCommon Stock | 1,000,000 | $2.78 | $2,780,000.00 |
DisclosureSEC source: 0001437749-22-003267 · rdgdoc.xml · nonDerivative · entry 1 HANNA DAVID G · CIK 0001106486 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 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 Jan 13, 2021 22:03 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: 0001437749-21-000656 · rdgdoc.xml · derivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · CEO & Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2025-11-11 F2 · derivative.exercise_date: The option vests in three equal installments on November 11, 2021, November 11, 2022 and November 11, 2023. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantSeries A Convertible Preferred Stock · Derivative | 200,000 | $100.00 Strike: $10.00 | $20,000,000.00 |
DisclosureSEC source: 0001437749-19-025052 · rdgdoc.xml · derivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · CEO & Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 200,000 Underlying: Common Stock · 2,000,000 shares Expires not disclosed F2 · kind: The LLC acquired the Series A Convertible Preferred Stock from the issuer in exchange for full satisfaction of outstanding loans to the issuer from the LLC. F3 · derivative.expiration_date: The Series A Convertible Preferred Stock is perpetual and therefore has no expiration date. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of the reporting person's pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 23:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantEmployee Stock Option (right to buy) · Derivative | 1,000,000 | $0.00 Strike: $2.78 | $0.00 |
DisclosureSEC source: 0000899243-17-004982 · doc4.xml · derivative · entry 2 HANNA DAVID G · CIK 0001106486 · Director · CEO & Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2022-02-17 F2 · derivative.exercise_date: The option becomes exercisable, if at all, on February 17, 2020 for (i) 250,000 shares of common stock if the compound annual growth rate in Atlanticus' common stock price for the three year period beginning on the date of grant is equal to or greater than 7% but less than 12%, (ii) 500,000 shares of common stock if the compound annual growth rate in Atlanticus' common stock price for the three year period beginning on the date of grant is equal to or greater than 12% but less than 20%, or (iii) 1,000,000 shares of common stock if the compound annual growth rate in Atlanticus' common stock price for the three year period beginning on the date of grant is equal to or greater than 20%. 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.