Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlanticus Holdings CorpATLC · Entity 8973 | 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 | IndirectBy LLC | 3,773,072 |
Last balance in matching sequence
After 2026-07-01 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-06-29 · Sale · Disposed 1,005 · Balance 3,797,067 F1: 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. Row 2 · 2026-06-30 · Sale · Disposed 8,319 · Balance 3,788,748 F2: 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. F1: 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. Row 3 · 2026-07-01 · Sale · Disposed 15,676 · Balance 3,773,072 F3: 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. F1: 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 | Direct | 19,960 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 19,960 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 263,432 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 263,432 F1: 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: 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.
F2: 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.
F3: 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.
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 00:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 15,676 | $104.26 | $1,634,379.76 |
DisclosureSEC source: 0001437749-26-022369 · rdgdoc.xml · nonDerivative · entry 3 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,773,072 F3 · 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. 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 |
| June 30, 2026 Filed Jul 2, 2026 00:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 8,319 | $103.08 | $857,522.52 |
DisclosureSEC source: 0001437749-26-022369 · rdgdoc.xml · nonDerivative · entry 2 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,788,748 F2 · 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. 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 |
| June 29, 2026 Filed Jul 2, 2026 00:01 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 1,005 | $105.00 | $105,525.00 |
DisclosureSEC source: 0001437749-26-022369 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,797,067 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 |
| June 12, 2026 Filed Jun 16, 2026 21:14 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-020827 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,798,072 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 |
| April 08, 2025 Filed Feb 5, 2026 23:17 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | OtherCommon Stock | 19,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-003242 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,960 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 00:00 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-037763 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,898,072 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 |
| April 09, 2024 Filed Apr 11, 2024 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseCommon Stock | 263,432 | $28.21 | $7,431,416.72 |
DisclosureSEC source: 0001437749-24-011807 · rdgdoc.xml · nonDerivative · entry 2 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 263,432 F1 · kind: An LLC in which the reporting person has a 0.1% pecuniary interest sold 263,432 shares of common stock to a family trust in which the reporting person has a pecuniary interest. 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. F3 · ownership.nature: Held by a family trust, the beneficiaries of which are the reporting person and certain members of the reporting person's family. Read SEC document |
| April 09, 2024 Filed Apr 11, 2024 21:15 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | SaleCommon Stock | 263 | $28.21 | $7,419.23 |
DisclosureSEC source: 0001437749-24-011807 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 0 F1 · kind: An LLC in which the reporting person has a 0.1% pecuniary interest sold 263,432 shares of common stock to a family trust in which the reporting person has a pecuniary interest. 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 21:35 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-004174 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 3,998,072 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 |
| November 14, 2022 Filed Feb 7, 2023 21:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseCommon Stock | 263 | $28.40 | $7,469.20 |
DisclosureSEC source: 0001437749-23-002703 · rdgdoc.xml · nonDerivative · entry 1 HANNA FRANK J III · CIK 0001106487 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 263 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 |
| 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: 0001437749-19-025053 · rdgdoc.xml · derivative · entry 2 HANNA FRANK J III · CIK 0001106487 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.