Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | April 23, 2026 | April 27, 2026 |
| EVERTEC, Inc.EVTC · Entity 4599 | Director · President & CEO | March 05, 2026 | March 09, 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.
DELUXE CORP
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,349 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Exercise / conversion · Acquired 10,349 · Balance 10,349 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-24 | Direct | 5,286 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Grant · Acquired 5,286 · Balance 5,286 F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-23 | Direct | 0 |
Reported balance
After 2026-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-23 · Exercise / conversion · Disposed 10,349 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027.
EVERTEC, Inc.
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450,054 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 85,975 · Balance 450,054 F1: Reports a grant on March 5, 2026 of restricted stock units with time-based vesting, which will vest in substantially three equal installments on the anniversary of the grant date in 2027, 2028 and 2029, in each case subject to earlier vesting upon a termination of service in certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: Reports a grant on March 5, 2026 of restricted stock units with time-based vesting, which will vest in substantially three equal installments on the anniversary of the grant date in 2027, 2028 and 2029, in each case subject to earlier vesting upon a termination of service in certain circumstances.
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 23, 2026 Filed Apr 27, 2026 14:32 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407607-26-000004 · wk-form4_1777300326.xml · derivative · entry 3 Schuessler Morgan M · CIK 0001407607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 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 23, 2026 Filed Apr 27, 2026 14:32 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407607-26-000004 · wk-form4_1777300326.xml · derivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,286 Underlying: Common Stock · 5,286 shares Expires 2027-04-24 F2 · date: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:32 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001407607-26-000004 · wk-form4_1777300326.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,349 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 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:21 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 85,975 | $28.70 | $2,467,482.50 |
DisclosureSEC source: 0001407607-26-000002 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,054 F1 · shares: Reports a grant on March 5, 2026 of restricted stock units with time-based vesting, which will vest in substantially three equal installments on the anniversary of the grant date in 2027, 2028 and 2029, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:23 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 41,624 | $28.35 | $1,180,040.40 |
DisclosureSEC source: 0001407607-26-000001 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,079 F2 · shares: Represents shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 27,949 shares withheld in connection with the vesting of performance-based RSUs granted on February 24, 2023; (ii) 4,309 shares withheld in connection with the vesting of time-based RSUs granted on February 24, 2023; (iii) 4,618 shares withheld in connection with the vesting of time-based RSUs granted on February 29, 2024; and (iv) 4,748 shares withheld in connection with the vesting of time-based RSUs granted on February 28, 2025. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:23 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 123,531 | $28.35 | $3,502,103.85 |
DisclosureSEC source: 0001407607-26-000001 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,703 F1 · shares: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units ("RSUs"), which were originally granted on February 24, 2023 and earned based on the Issuer's achievement of an adjusted EBITDA target for 2023, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 12:43 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000137 · wk-form4_1745844181.xml · derivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,349 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 F1 · derivative.exercise_date: Restricted stock units vest on the date of our 2026 annual shareholder meeting, which is expected to be April 23, 2026. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 23:27 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 80,000 | $37.45 | $2,996,376.00 |
DisclosureSEC source: 0001562180-25-002246 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,172 F2 · price: Represents the average sales price per share. The shares were sold at prices ranging from $37.3050 to $37.6400. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a Security holder of the Issuer. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 23:27 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 19,840 | $37.92 | $752,332.80 |
DisclosureSEC source: 0001562180-25-002246 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,172 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 5,719 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 25, 2022; (ii) 6,816 shares withheld in connection with the vesting of RSUs granted on February 24, 2023; and (iii) 7,305 shares withheld in connection with the vesting of RSUs granted on February 29, 2024. Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 22:59 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 46,172 | $37.92 | $1,750,842.24 |
DisclosureSEC source: 0001562180-25-002041 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 382,012 F2 · shares: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units, which were originally granted on February 25, 2022 and earned based on the Issuer's achievement of an adjusted EBITDA target for 2022, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:59 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 63,738 | $37.34 | $2,379,976.92 |
DisclosureSEC source: 0001562180-25-002041 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,840 F1 · shares: Reports a grant on February 28, 2025 of restricted stock units with time-based vesting, which will vest in substantially three equal installments on the anniversary of the grant date in 2026, 2027 and 2028, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 21:02 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 16,325 | $35.52 | $579,839.51 |
DisclosureSEC source: 0001562180-24-007719 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,102 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $35.1900 to $35.8500 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 22:08 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 59,514 | $37.03 | $2,203,505.85 |
DisclosureSEC source: 0001562180-24-002557 · primarydocument.xml · nonDerivative · entry 5 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,427 F5 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $36.83 to $37.35 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:08 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 400 | $37.92 | $15,167.20 |
DisclosureSEC source: 0001562180-24-002557 · primarydocument.xml · nonDerivative · entry 4 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,941 F4 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $37.815 to $37.96 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:08 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 99,600 | $37.19 | $3,704,124.00 |
DisclosureSEC source: 0001562180-24-002557 · primarydocument.xml · nonDerivative · entry 3 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,341 F3 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $36.80 to $37.79 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:08 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 18,544 | $36.92 | $684,644.48 |
DisclosureSEC source: 0001562180-24-002557 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 447,941 F2 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 6,009 shares withheld in connection with the vesting of RSUs granted on March 2, 2021; (ii) 5,719 shares withheld in connection with the vesting of RSUs granted on February 25, 2022; and (iii) 6,816 shares withheld in connection with the vesting of RSUs granted on February 24, 2023. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:08 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 125,595 | $36.92 | $4,636,967.40 |
DisclosureSEC source: 0001562180-24-002557 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,485 F1 · shares: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units ("RSUs") which were originally granted on March 2, 2021, and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2021, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:20 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 61,998 | $36.13 | $2,239,987.74 |
DisclosureSEC source: 0001562180-24-002105 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 340,890 F1 · shares: Represents a grant on February 29, 2024 of 61,998 restricted stock units with time-based vesting, which will vest in 3 substantially equal installments on the anniversary of the grant date in 2025, 2026 and 2027, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:41 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 155,359 | $38.62 | $5,999,964.58 |
DisclosureSEC source: 0001562180-23-008249 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,892 F1 · shares: Represents a grant on December 6, 2023 of 155,359 restricted stock units vesting on December 6, 2027, subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| May 01, 2023 Filed May 1, 2023 21:16 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 3,539 | $34.43 | $121,847.77 |
DisclosureSEC source: 0001562180-23-003762 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,533 F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $34.32 to $34.60 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| April 28, 2023 Filed May 1, 2023 21:16 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 29,578 | $34.61 | $1,023,694.58 |
DisclosureSEC source: 0001562180-23-003762 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,072 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $34.37 to $34.8195 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 23:18 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 13,100 | $34.51 | $452,081.00 |
DisclosureSEC source: 0001562180-23-002737 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,650 F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $34.40 to $34.66 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 23:18 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 27,101 | $35.94 | $974,009.94 |
DisclosureSEC source: 0001562180-23-002737 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,750 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $35.75 to $36.16 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 21:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 16,567 | $37.30 | $617,949.10 |
DisclosureSEC source: 0001562180-23-002672 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,851 F2 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 4,839 shares withheld in connection with the vesting of RSUs granted on February 27, 2020; (ii) 6,009 shares withheld in connection with the vesting of RSUs granted on March 2, 2021; and (iii) 5,719 shares withheld in connection with the vesting of RSUs granted on February 25, 2022. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 21:48 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 49,818 | $37.30 | $1,858,211.40 |
DisclosureSEC source: 0001562180-23-002672 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,418 F1 · shares: Represents shares of fully vested stock issued as a result of the vesting of performance-based restricted stock units ("RSUs") which were originally granted on February 27, 2020, and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2020, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 22:33 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 57,847 | $36.75 | $2,125,877.25 |
DisclosureSEC source: 0001562180-23-001981 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,600 F1 · shares: Represents a grant on February 24, 2023 of 57,847 restricted stock units with time-based vesting, which will vest in 3 substantially equal installments on February 24, 2024, February 24, 2025, and February 24, 2026, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 74,586 | $37.65 | $2,808,162.90 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 7 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,753 F8 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $37.50 to $38.00 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 18,028 | $38.63 | $696,421.64 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 6 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,339 F7 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $38.53 to $38.86 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 10,309 | $38.43 | $396,174.87 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 5 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,367 F3 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person. F6 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $37.98 to $38.71 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 1,056 | $38.51 | $40,666.56 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 4 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,676 F3 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person. F5 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $38.42 to $38.56 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 46,021 | $37.85 | $1,741,894.85 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 3 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,732 F3 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person. F4 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $37.42 to $38.41 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 57,386 | $39.29 | $2,254,695.94 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,753 F2 · shares: Represents shares of fully-vested stock issued as a result of the vesting of performance-based RSUs which were originally granted on February 22, 2019 and were earned based on the Issuer's achievement of an adjusted EBITDA target for 2019, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 00:45 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 15,063 | $39.29 | $591,825.27 |
DisclosureSEC source: 0001562180-22-002528 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,367 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 4,215 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 22, 2019; (ii) 4,839 shares withheld in connection with the vesting of RSUs granted on February 27, 2020; and (iii) 6,009 shares withheld in connection with the vesting of RSUs granted on March 2, 2021. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 22:51 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 48,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-001996 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,430 F1 · price: Reports a grant on February 25, 2022 of 48,540 restricted stock units with time-based vesting, which will vest in 3 substantially equal installments on February 25, 2023, February 25, 2024 and February 25, 2025, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 00:52 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 11,101 | $37.13 | $412,180.13 |
DisclosureSEC source: 0001562180-21-002194 · primarydocument.xml · nonDerivative · entry 4 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,890 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person. F5 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $36.89 to $37.43 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 00:52 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 75,000 | $36.63 | $2,747,250.00 |
DisclosureSEC source: 0001562180-21-002194 · primarydocument.xml · nonDerivative · entry 3 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,991 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person. F4 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $36.12 to $36.86 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 09, 2021 Filed Mar 12, 2021 00:52 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 75,000 | $36.48 | $2,736,000.00 |
DisclosureSEC source: 0001562180-21-002194 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,991 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person. F3 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $36.24 to $36.93 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 09, 2021 Filed Mar 12, 2021 00:52 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 105,848 | $36.97 | $3,913,200.56 |
DisclosureSEC source: 0001562180-21-002194 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,991 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 96,794 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 28, 2018; (ii) 4,215 shares withheld in connection with the vesting of RSUs granted on February 22, 2019; and (iii) 4,839 shares withheld in connection with the vesting of RSUs granted on February 27, 2020. Read SEC document |
| March 02, 2021 Filed Mar 5, 2021 00:21 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 50,999 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-001998 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,839 F2 · price: Reports a grant on March 2, 2021 of 50,999 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on March 2, 2022, March 2, 2023 and March 2, 2024, in each case subject to earlier vesting upon a termination of service under certain circumstances. Read SEC document |
| March 02, 2021 Filed Mar 5, 2021 00:21 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 249,167 | $36.03 | $8,977,487.01 |
DisclosureSEC source: 0001562180-21-001998 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,840 F1 · kind: Represents shares of fully-vested stock issued as a result of the vesting of performance-based restricted stock units which were originally granted on February 28, 2018 and were earned based on the company's achievement of an adjusted EBITDA target for 2018, subject to a total shareholder return modifier over a three-year performance period. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 22:02 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 72,784 | $39.74 | $2,892,436.16 |
DisclosureSEC source: 0001562180-20-007453 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,673 F1 · price: Represents the average sales price per share. The shares were sold pursuant to a 10b5-1 plan at prices ranging from $39.44 to $40.59. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 21:29 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 75,000 | $40.66 | $3,049,500.00 |
DisclosureSEC source: 0001562180-20-007429 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,457 F1 · price: Represents the average sales price per share. The shares were sold pursuant to a 10b5-1 plan at prices ranging from $40.17 to $41.60. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 21:51 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 47,484 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-006927 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,457 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on November 20, 2017. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 21:44 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 23,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-002523 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,941 F1 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person as follows: (i) 10,113 shares withheld in connection with the vesting of restricted stock units ("RSUs") granted on February 24, 2017; (ii) 8,728 shares withheld in connection with the vesting of RSUs granted on February 28, 2018; and (iii) 4,215 shares withheld in connection with the vesting of RSUs granted on February 22, 2019. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 23:15 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 41,069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001912 · primarydocument.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,997 F1 · price: Reports a grant on February 27, 2020 of 41,069 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on February 27, 2021, February 27, 2022 and February 27, 2023, in each case subject to earlier vesting upon a termination of service in certain circumstances. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 22:11 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 28,948 | $31.28 | $905,493.44 |
DisclosureSEC source: 0001562180-19-005745 · primarydocument.xml · nonDerivative · entry 3 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,928 F3 · shares: Shares were sold pursuant to a 10b5-1 Plan. F4 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $30.976 to $31.84 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 22:11 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 31,656 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005745 · primarydocument.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,876 F2 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on November 20, 2017. Read SEC document |
| March 06, 2019 Filed Mar 6, 2019 23:21 UTC | EVERTEC, Inc. EVTC · Entity 4599 | SaleCommon Stock | 152,221 | $27.01 | $4,111,489.21 |
DisclosureSEC source: 0001559865-19-000036 · primary_doc.xml · nonDerivative · entry 2 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,881 F2 · price: Represents the weighted average sales price per share. The shares were sold pursuant to a 10b5-1 Plan at prices ranging from $26.70 to $27.43 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 87,911 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000036 · primary_doc.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,102 F1 · price: Reflects shares withheld by the Issuer to pay the tax liability of the Reporting Person, as follows: (i) 25,178 shares withheld in connection with the vesting of fully diluted earnings per share performance-based restricted stock units ("RSUs") granted on February 19, 2016; (ii) 12,911 shares withheld in connection with the vesting of time-based RSUs granted on February 19, 2016; (iii) 32,566 shares withheld in connection with relative total shareholder return performance-based RSUs granted on February 19, 2016; (iv) 9,269 shares withheld in connection with the vesting of time-based RSUs granted on February 24, 2017; and (v) 7,987 shares withheld in connection with the vesting of time-based RSUs granted on February 28, 2018. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 23:00 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 35,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000024 · primary_doc.xml · nonDerivative · entry 1 Schuessler Morgan M · CIK 0001407607 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,013 F1 · price: Reports a grant on February 22, 2019 of 35,775 restricted stock units with time-based vesting which will vest in 3 substantially equal installments on February 22, 2020, February 22, 2021, and February 22, 2022, in each case subject to earlier vesting upon a termination of service in certain circumstances. 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.