Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Chief Human Resources Officer | March 22, 2019 | March 26, 2019 |
| GMR Solutions Inc.GMRS · Entity 5222 | EVP & CHRO | September 14, 2026 | September 15, 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.
CPI Card Group Inc.
Report date March 22, 2019 · Filed March 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,284 |
Ending reported balance
After 2019-03-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-22 · Exercise / conversion · Acquired 22,324 · Balance 39,608 Row 2 · 2019-03-22 · Disposition to issuer · Disposed 22,324 · Balance 17,284 F1: The disposition to the Issuer reflects the settlement of approximately 1/3 of the performance units in cash. |
| Cash Performance UnitsSEC Table II · derivative / convertible security | Direct | 22,323 |
Reported balance
After 2019-03-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-22 · Exercise / conversion · Disposed 22,324 · Balance 22,323 F2: Each performance unit vested on March 22, 2019 and entitled the reporting person to receive a cash payment equal to the taget value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. |
Filing footnotes · ownership attribution and instrument terms
F1: The disposition to the Issuer reflects the settlement of approximately 1/3 of the performance units in cash.
F2: Each performance unit vested on March 22, 2019 and entitled the reporting person to receive a cash payment equal to the taget value of $1 per unit, subject to adjustment based on the Issuer's stock price performance.
GMR Solutions Inc.
Report date September 14, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 198,580 |
Ending reported balance
After 2026-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-14 · Sale · Disposed 92,680 · Balance 198,603 F1: As part of broader sell-to-cover transactions by Issuer employees, these shares were sold to cover tax withholding obligations in connection with the settlement of restricted stock units and performance-based restricted stock units. Row 2 · 2026-09-14 · Tax withholding · Disposed 23 · Balance 198,580 F2: Represents shares withheld to cover tax withholding obligations in connection with the settlement of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: As part of broader sell-to-cover transactions by Issuer employees, these shares were sold to cover tax withholding obligations in connection with the settlement of restricted stock units and performance-based restricted stock units.
F2: Represents shares withheld to cover tax withholding obligations in connection with the settlement of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 15, 2026 10:02 UTC | GMR Solutions Inc. GMRS · Entity 5222 | Tax withholdingClass A Common Stock | 23 | $13.26 | $304.98 |
DisclosureSEC source: 0001104659-26-107661 · tm2625330-3_4seq1.xml · nonDerivative · entry 2 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,580 F2 · kind: Represents shares withheld to cover tax withholding obligations in connection with the settlement of restricted stock units. Read SEC document |
| September 14, 2026 Filed Sep 15, 2026 10:02 UTC | GMR Solutions Inc. GMRS · Entity 5222 | SaleClass A Common Stock | 92,680 | $12.20 | $1,130,696.00 |
DisclosureSEC source: 0001104659-26-107661 · tm2625330-3_4seq1.xml · nonDerivative · entry 1 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,603 F1 · kind: As part of broader sell-to-cover transactions by Issuer employees, these shares were sold to cover tax withholding obligations in connection with the settlement of restricted stock units and performance-based restricted stock units. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:37 UTC | GMR Solutions Inc. GMRS · Entity 5222 | PurchaseClass A Common Stock | 1,000 | $15.00 | $15,000.00 |
DisclosureSEC source: 0001104659-26-062683 · tm2614730-6_4seq1.xml · nonDerivative · entry 3 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,283 F4 · kind: These shares of Class A Common Stock were acquired in a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:37 UTC | GMR Solutions Inc. GMRS · Entity 5222 | GrantRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-062683 · tm2614730-6_4seq1.xml · derivative · entry 5 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer Class A Common Stock. The RSUs will be settled in either Class A Common Stock or cash (or a combination thereof) at the Issuer's discretion. F7 · derivative.exercise_date: These RSUs vest in three equal annual installments beginning on May 12, 2027. F7 · derivative.expiration_date: These RSUs vest in three equal annual installments beginning on May 12, 2027. Read SEC document |
| May 12, 2026 Filed May 15, 2026 20:37 UTC | GMR Solutions Inc. GMRS · Entity 5222 | GrantStock Options (Right to Buy) · Derivative | 112,952 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001104659-26-062683 · tm2614730-6_4seq1.xml · derivative · entry 4 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,952 Underlying: Class A Common Stock · 112,952 shares Expires 2036-05-12 F5 · kind: These stock options vest in three equal annual installments beginning on May 12, 2027. These stock options were previously reported on the Reporting Person's Form 3. F5 · derivative.exercise_date: These stock options vest in three equal annual installments beginning on May 12, 2027. These stock options were previously reported on the Reporting Person's Form 3. Read SEC document |
| May 12, 2026 Filed May 15, 2026 20:37 UTC | GMR Solutions Inc. GMRS · Entity 5222 | GrantClass A Common Stock | 149,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-062683 · tm2614730-6_4seq1.xml · nonDerivative · entry 2 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,283 F3 · kind: Represents the number of performance-based RSUs determined to vest upon the consummation of the IPO Closing, which settle in shares of Class A Common Stock six months after the IPO Closing. These RSUs were previously reported on the Reporting Person's Form 3. Read SEC document |
| December 12, 2025 Filed May 15, 2026 20:37 UTC | GMR Solutions Inc. GMRS · Entity 5222 | OtherClass A Common Stock | 4,564 | $13.20 | $60,244.80 |
DisclosureSEC source: 0001104659-26-062683 · tm2614730-6_4seq1.xml · nonDerivative · entry 1 Jacoba Lisa · CIK 0001654465 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,279 F1 · kind: Represents shares of Class A common stock ("Class A Common Stock") withheld in connection with the vesting of restricted stock unit ("RSUs") to cover tax withholding obligations. F2 · balance_after: Includes 109,756 time-based RSUs that vest upon the consummation of the Issuer's initial public offering (the "IPO Closing"), which settle in shares of Class A Common Stock six months after the IPO Closing. These RSUs were previously reported on the Reporting Person's Form 3. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 00:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCash Performance Units · Derivative | 22,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007609 · doc1.xml · derivative · entry 3 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,323 Underlying: Common Stock · 22,324 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. F2 · derivative.exercise_price: Each performance unit vested on March 22, 2019 and entitled the reporting person to receive a cash payment equal to the taget value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. F2 · derivative.exercise_date: Each performance unit vested on March 22, 2019 and entitled the reporting person to receive a cash payment equal to the taget value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. F2 · derivative.expiration_date: Each performance unit vested on March 22, 2019 and entitled the reporting person to receive a cash payment equal to the taget value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 00:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Disposition to issuerCommon Stock | 22,324 | $0.50 | $11,162.00 |
DisclosureSEC source: 0001567619-19-007609 · doc1.xml · nonDerivative · entry 2 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,284 F1 · shares: The disposition to the Issuer reflects the settlement of approximately 1/3 of the performance units in cash. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 00:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 22,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007609 · doc1.xml · nonDerivative · entry 1 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,608 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 |
| March 22, 2018 Filed Mar 26, 2018 23:47 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCash Performance Units · Derivative | 22,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-020189 · a4.xml · derivative · entry 3 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,647 Underlying: Common Stock · 22,390 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. F2 · derivative.exercise_price: Each performance unit vested on March 22, 2018 and entitled the reporting person to receive a cash payment equal to the target value of $1.00 per unit, subject to adjustment based on the issuer's stock price performance. F2 · derivative.exercise_date: Each performance unit vested on March 22, 2018 and entitled the reporting person to receive a cash payment equal to the target value of $1.00 per unit, subject to adjustment based on the issuer's stock price performance. F2 · derivative.expiration_date: Each performance unit vested on March 22, 2018 and entitled the reporting person to receive a cash payment equal to the target value of $1.00 per unit, subject to adjustment based on the issuer's stock price performance. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 23:47 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Disposition to issuerCommon Stock | 22,390 | $0.50 | $11,195.00 |
DisclosureSEC source: 0001104659-18-020189 · a4.xml · nonDerivative · entry 2 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,284 F1 · shares: This disposition to the issuer reflects the settlement of approximately 1/3 of the performance units in cash. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 23:47 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 22,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-020189 · a4.xml · nonDerivative · entry 1 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,674 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 |
| September 25, 2017 Filed Sep 28, 2017 01:40 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 125,000 | $0.00 Strike: $1.05 | $0.00 |
DisclosureSEC source: 0001104659-17-059293 · a4.xml · derivative · entry 1 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2027-09-25 F1 · shares: The grant of 55,310 options is contingent upon receipt and effectiveness of approval by the Company's stockholders of an amendment to the CPI Card Group Inc. Omnibus Incentive Plan to, among other things, increase the number of shares available for issuance thereunder. F2 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-third (1/3) of the original options awarded will vest on each of the first, second and third anniversaries of the September 25, 2017 award date. F1 · derivative.underlying_shares: The grant of 55,310 options is contingent upon receipt and effectiveness of approval by the Company's stockholders of an amendment to the CPI Card Group Inc. Omnibus Incentive Plan to, among other things, increase the number of shares available for issuance thereunder. F1 · balance_after: The grant of 55,310 options is contingent upon receipt and effectiveness of approval by the Company's stockholders of an amendment to the CPI Card Group Inc. Omnibus Incentive Plan to, among other things, increase the number of shares available for issuance thereunder. Read SEC document |
| August 09, 2017 Filed Aug 10, 2017 20:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | PurchaseCommon Stock | 43,475 | $1.10 | $47,822.50 |
DisclosureSEC source: 0001104659-17-051057 · a4.xml · nonDerivative · entry 1 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,423 F1 · price: The price is the weighted average price for the transactions reported on this line. The range of prices for the transactions reported on this line is between $1.10 and $1.15 per share. Complete information regarding the number of shares purchased at each separate price will be provided upon request by Commission Staff, the issuer or a security holder of the issuer. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 20:05 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantCash Performance Units · Derivative | 67,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-019156 · a4.xml · derivative · entry 3 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,037 Underlying: Common Stock · 67,037 shares Expires 2020-03-22 F4 · derivative.exercise_price: The cash performance units are performance-based awards that will settle in cash, in an amount between 50% and 200% of the target award value, based on the performance of the Company's stock price during each of three performance sub-periods (from the grant date through each of the first, second and third anniversaries of the grant date). F4 · derivative.exercise_date: The cash performance units are performance-based awards that will settle in cash, in an amount between 50% and 200% of the target award value, based on the performance of the Company's stock price during each of three performance sub-periods (from the grant date through each of the first, second and third anniversaries of the grant date). Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 20:05 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 5,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-019156 · a4.xml · derivative · entry 2 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,085 Underlying: Common Stock · 5,085 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F3 · derivative.exercise_date: The restricted stock units vest on the third anniversary of the March 22, 2017 award date. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive one CPI Card Group Inc. common share upon vesting of such restricted stock unit. F3 · derivative.expiration_date: The restricted stock units vest on the third anniversary of the March 22, 2017 award date. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 20:05 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 33,014 | $0.00 Strike: $4.35 | $0.00 |
DisclosureSEC source: 0001104659-17-019156 · a4.xml · derivative · entry 1 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,014 Underlying: Common Stock · 33,014 shares Expires 2027-03-22 F1 · derivative.exercise_date: One-third (1/3) of the original options awarded will vest on each of the first, second and third anniversaries of the March 22, 2017 award date. Read SEC document |
| March 02, 2017 Filed Mar 7, 2017 02:17 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionRestricted Stock Units · Derivative | 12,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-014510 · a4.xml · derivative · entry 3 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,642 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 the right to receive one CPI Card Group Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.exercise_date: On March 2, 2016, the reporting person was granted 12,642 Restricted Stock Units, vesting on the first anniversary of the grant date. F2 · derivative.expiration_date: On March 2, 2016, the reporting person was granted 12,642 Restricted Stock Units, vesting on the first anniversary of the grant date. Read SEC document |
| March 02, 2017 Filed Mar 7, 2017 02:17 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 4,713 | $4.70 | $22,151.10 |
DisclosureSEC source: 0001104659-17-014510 · a4.xml · nonDerivative · entry 2 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,948 Read SEC document |
| March 02, 2017 Filed Mar 7, 2017 02:17 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 12,642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-014510 · a4.xml · nonDerivative · entry 1 Jacoba Lisa · CIK 0001654465 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,661 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 the right to receive one CPI Card Group Inc. common share upon vesting of such Restricted Stock Unit. 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.