Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Chief Financial Officer | September 25, 2017 | September 28, 2017 |
| LCI INDUSTRIESLCII · Entity 4365 | EVP, CFO | April 17, 2026 | April 20, 2026 |
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | Director | March 12, 2026 | March 13, 2026 |
| SHILOH INDUSTRIES INCSHLO · Entity 145872 | SVP and CFO | July 28, 2020 | July 30, 2020 |
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 September 25, 2017 · Filed September 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.05 · Expires 2027-09-25 | Direct | 125,000 |
Reported balance
After 2017-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-09-25 · Grant · Acquired 125,000 · Balance 125,000 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
LCI INDUSTRIES
Report date April 17, 2026 · Filed April 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,122 |
Ending reported balance
After 2026-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-17 · Exercise / conversion · Acquired 1,131 · Balance 5,621 Row 2 · 2026-04-17 · Tax withholding · Disposed 499 · Balance 5,122 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-04-17 | Direct | 0 |
Reported balance
After 2026-04-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-17 · Exercise / conversion · Disposed 1,131 · Balance 0 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F2: Includes 10 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). F3: These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was April 17, 2023. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-03-01 | Direct | 1,366 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,366 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F4: These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024. F5: Includes 13 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2028-03-01 | Direct | 3,283 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,283 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F6: These restricted stock units vest ratably each year on the first through third anniversaries fo the grant date, which was March 1, 2025 F7: Includes 30 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2029-03-01 | Direct | 3,374 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,374 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F8: These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2026. F9: Includes 32 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). |
| Performance Stock UnitSEC Table II · derivative / convertible security · Expires 2027-03-01 | Direct | 6,141 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,141 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F10: Includes 58 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). |
| Performance Stock UnitSEC Table II · derivative / convertible security · Expires 2028-03-01 | Direct | 7,458 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,458 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F11: Includes 70 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). |
| Performance Stock UnitSEC Table II · derivative / convertible security · Expires 2029-03-01 | Direct | 5,111 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 5,111 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F12: Includes 48 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
F2: Includes 10 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F3: These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was April 17, 2023.
F4: These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024.
F5: Includes 13 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F6: These restricted stock units vest ratably each year on the first through third anniversaries fo the grant date, which was March 1, 2025
F7: Includes 30 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F8: These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2026.
F9: Includes 32 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F10: Includes 58 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F11: Includes 70 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F12: Includes 48 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
MATTHEWS INTERNATIONAL CORP
Report date March 12, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,556 |
Reported balance
After 2026-03-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-12 · Grant · Acquired 5,556 · Balance 5,556 F1: Award of restricted share units made under the Second Amended and Restated 2019 Director Fee Plan subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive one share of the Company's Class A common stock. F2: The number of restricted share units issued by the Issuer to the Reporting Person was calculated based on $25.23, which represents the mean of the highest and lowest sales prices per share of the Issuer's Class A common stock on the Nasdaq Exchange on the date of issuance. F3: The award generally vests on March 12, 2028 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted share units made under the Second Amended and Restated 2019 Director Fee Plan subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive one share of the Company's Class A common stock.
F2: The number of restricted share units issued by the Issuer to the Reporting Person was calculated based on $25.23, which represents the mean of the highest and lowest sales prices per share of the Issuer's Class A common stock on the Nasdaq Exchange on the date of issuance.
F3: The award generally vests on March 12, 2028 at which point the units will be converted to an equal number of shares of the Company's Class A common stock.
SHILOH INDUSTRIES INC
Report date July 28, 2020 · Filed July 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,928 |
Reported balance
After 2020-07-28 transaction · row 1
1 source rowRow 1 · 2020-07-28 · Sale · Disposed 1,671 · Balance 64,928 F1: The sales denoted here were made to satisfy tax withholding obligations upon the vesting of restricted stock under the Shiloh Industries, Inc. 2016 Equity and Incentive Compensation Plan. F2: The price represents the weighted average price of the multiple transactions reported on this line. The shares were sold at prices ranging from $1.52 to $1.56 per share. Upon request by the SEC staff, the issuer or any securityholder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales denoted here were made to satisfy tax withholding obligations upon the vesting of restricted stock under the Shiloh Industries, Inc. 2016 Equity and Incentive Compensation Plan.
F2: The price represents the weighted average price of the multiple transactions reported on this line. The shares were sold at prices ranging from $1.52 to $1.56 per share. Upon request by the SEC staff, the issuer or any securityholder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 21:42 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 36,602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-000951 · a4.xml · derivative · entry 2 Etzkorn Lillian · CIK 0001693376 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,602 Underlying: Common Stock · 36,602 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 · 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 January 3, 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 January 3, 2017 award date. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:42 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 241,380 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001104659-17-000951 · a4.xml · derivative · entry 1 Etzkorn Lillian · CIK 0001693376 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,380 Underlying: Common Stock · 241,380 shares Expires 2027-01-03 F1 · 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 January 3, 2017 award date. 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.