Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardtronics plcCATM · Entity 138760 | Chief Information Officer | March 16, 2021 | March 18, 2021 |
| NCR Atleos CorpNATL · Entity 4147 | EVP & Chief Operating Officer | March 10, 2026 | March 12, 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.
Cardtronics plc
Report date March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,821 |
Reported balance
After 2021-03-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-16 · Grant · Acquired 6,663 · Balance 11,821 F1: Restricted Stock Units awarded under the Cardtronics 2021 Long-Term Incentive Plan. One-third of the Restricted Stock Units will convert into an equivalent number of shares of the Issuer's Common Stock on January 31, 2022, January 31, 2023, and January 31, 2024, subject to the terms of the Plan and Restricted Stock Unit Agreement. |
| Common StockSEC Table I · non-derivative | Direct | 36,388 |
Reported balance
Holding disclosure · report date 2021-03-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 36,388 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $31.99 · Expires 2029-03-14 | Direct | 3,264 |
Reported balance
Holding disclosure · report date 2021-03-16 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,264 F2: Represents Stock Options awarded on March 14, 2019 under the Cardtronics 2019 Long-Term Incentive Plan. Each Stock Option allows the Reporting Person to purchase one share of the Issuer's Common Stock, subject to the terms of the Plan and the Stock Option Award Agreement. One-third becomes exercisable on each of January 31, 2020, January 31, 2021, and January 31, 2022. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.92 · Expires 2030-03-31 | Direct | 8,911 |
Reported balance
Holding disclosure · report date 2021-03-16 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,911 F3: Represents Stock Options awarded on March 31, 2020 under the Cardtronics 2020 Long-Term Incentive Plan. Each Stock Option allows the Reporting Person to purchase one share of the Issuer's Common Stock, subject to the terms of the Plan and the Stock Option Award Agreement. One-third becomes exercisable on each of January 31, 2021, January 31, 2022, and January 31, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded under the Cardtronics 2021 Long-Term Incentive Plan. One-third of the Restricted Stock Units will convert into an equivalent number of shares of the Issuer's Common Stock on January 31, 2022, January 31, 2023, and January 31, 2024, subject to the terms of the Plan and Restricted Stock Unit Agreement.
F2: Represents Stock Options awarded on March 14, 2019 under the Cardtronics 2019 Long-Term Incentive Plan. Each Stock Option allows the Reporting Person to purchase one share of the Issuer's Common Stock, subject to the terms of the Plan and the Stock Option Award Agreement. One-third becomes exercisable on each of January 31, 2020, January 31, 2021, and January 31, 2022.
F3: Represents Stock Options awarded on March 31, 2020 under the Cardtronics 2020 Long-Term Incentive Plan. Each Stock Option allows the Reporting Person to purchase one share of the Issuer's Common Stock, subject to the terms of the Plan and the Stock Option Award Agreement. One-third becomes exercisable on each of January 31, 2021, January 31, 2022, and January 31, 2023.
NCR Atleos Corp
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,848 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Grant · Acquired 58,213 · Balance 161,848 F1: These are time-based restricted stock units granted on March 10, 2026 with 25% of such units vesting on February 16, 2027, 25% of such units vesting on February 16, 2028, and 50% of such units vesting on February 16, 2029 (each a "Vesting Date"), subject to the person's continued employment with the issuer through the applicable Vesting Dates, and in accordance with the terms and conditions of the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: These are time-based restricted stock units granted on March 10, 2026 with 25% of such units vesting on February 16, 2027, 25% of such units vesting on February 16, 2028, and 50% of such units vesting on February 16, 2029 (each a "Vesting Date"), subject to the person's continued employment with the issuer through the applicable Vesting Dates, and in accordance with the terms and conditions of the applicable award agreement.
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 20, 2018 Filed Jul 24, 2018 17:12 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionRestricted Stock Units · Derivative | 1,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-023794 · form4.xml · derivative · entry 3 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,021 Underlying: Common Stock · 1,345 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 Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F1 · shares: Restricted Stock Units converted into common shares upon vesting in accordance each Restricted Stock Unit Agreement. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F4 · derivative.exercise_date: Restricted Stock Units awarded on date of hire. Each Restricted Stock Unit converts to a share of common stock at the rate of 25% on each anniversary thereof. F4 · derivative.expiration_date: Restricted Stock Units awarded on date of hire. Each Restricted Stock Unit converts to a share of common stock at the rate of 25% on each anniversary thereof. Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 17:12 UTC | Cardtronics plc CATM · Entity 138760 | Tax withholdingRestricted Stock Units · Derivative | 433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-023794 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,588 Underlying: Common Stock · 433 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F3 · shares: Restricted Stock Units forfeited to cover taxes due upon vesting of Restricted Stock Units. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F4 · derivative.exercise_date: Restricted Stock Units awarded on date of hire. Each Restricted Stock Unit converts to a share of common stock at the rate of 25% on each anniversary thereof. F4 · derivative.expiration_date: Restricted Stock Units awarded on date of hire. Each Restricted Stock Unit converts to a share of common stock at the rate of 25% on each anniversary thereof. Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 17:12 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionCommon Stock | 1,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-023794 · form4.xml · nonDerivative · entry 1 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,668 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: Restricted Stock Units converted into common shares upon vesting in accordance each Restricted Stock Unit Agreement. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. Read SEC document |
| March 30, 2018 Filed Apr 4, 2018 14:00 UTC | Cardtronics plc CATM · Entity 138760 | GrantStock Options · Derivative | 13,952 | Not disclosed Strike: $22.31 | Not disclosed |
DisclosureSEC source: 0001127602-18-013944 · form4.xml · derivative · entry 3 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,952 Underlying: Common Stock · 13,952 shares Expires 2028-03-30 F3 · price: Owner granted Stock Options under Cardtronics' annual Long Term Equity Incentive Plan. Stock Options are subject to the terms of said plan and each Stock Option allows the Owner to purchase one common share. 33% of the total Stock Options granted become exercisable on January 31st of each of the 1st, 2nd and 3rd year following the grant year. F3 · derivative.exercise_date: Owner granted Stock Options under Cardtronics' annual Long Term Equity Incentive Plan. Stock Options are subject to the terms of said plan and each Stock Option allows the Owner to purchase one common share. 33% of the total Stock Options granted become exercisable on January 31st of each of the 1st, 2nd and 3rd year following the grant year. Read SEC document |
| March 30, 2018 Filed Apr 4, 2018 14:00 UTC | Cardtronics plc CATM · Entity 138760 | GrantRestricted Stock Units · Derivative | 4,777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-013944 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,366 Underlying: Common Stock · 4,777 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one common share of issuer and are award under issue's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of issuer and are award under issue's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F2 · derivative.exercise_date: Owner granted Restricted Stock Units under Cardtronics' annual Long Term Equity Incentive Plan. Restricted Stock Units are subject to the terms of said plan and each Restricted Stock Unit thereunder automatically converts to a common share on January 31, 2020. F2 · derivative.expiration_date: Owner granted Restricted Stock Units under Cardtronics' annual Long Term Equity Incentive Plan. Restricted Stock Units are subject to the terms of said plan and each Restricted Stock Unit thereunder automatically converts to a common share on January 31, 2020. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 13:01 UTC | Cardtronics plc CATM · Entity 138760 | GrantRestricted Stock Units · Derivative | 4,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-010881 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,589 Underlying: Common Stock · 4,670 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one common share of issuer and are award under issue's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement F1 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of issuer and are award under issue's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement F2 · derivative.exercise_date: Owner granted Restricted Stock Units under Cardtronics' annual Long Term Equity Incentive Plan. Restricted Stock Units are subject to the terms of said plan and each Restricted Stock Unit thereunder automatically converts to a common share at the rate of 50%, 25% and 25% of the total Restricted Stock Units granted on January 31st of the 2nd, 3rd, and 4th year following the plan year. F2 · derivative.expiration_date: Owner granted Restricted Stock Units under Cardtronics' annual Long Term Equity Incentive Plan. Restricted Stock Units are subject to the terms of said plan and each Restricted Stock Unit thereunder automatically converts to a common share at the rate of 50%, 25% and 25% of the total Restricted Stock Units granted on January 31st of the 2nd, 3rd, and 4th year following the plan year. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:20 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionRestricted Stock Units · Derivative | 7,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003645 · form4.xml · derivative · entry 3 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,919 Underlying: Common Stock · 7,741 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 Restricted Stock Unit represents a contingent right to receive one common share of Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F1 · shares: Restricted Stock Units converted into common shares upon vesting in accordance each Restricted Stock Unit Agreement. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F4 · derivative.exercise_date: Restricted Stock Units granted under Cardtronics' annual Long Term Equity Incentive Plans. Restricted Stock Units are subject to the terms of said plans and each Restricted Stock Unit converts to a common share at the rate of 50%, 25% and 25% of the total Restricted Stock Units granted on January 31st of the 2nd, 3rd, and 4th year following the plan year. F4 · derivative.expiration_date: Restricted Stock Units granted under Cardtronics' annual Long Term Equity Incentive Plans. Restricted Stock Units are subject to the terms of said plans and each Restricted Stock Unit converts to a common share at the rate of 50%, 25% and 25% of the total Restricted Stock Units granted on January 31st of the 2nd, 3rd, and 4th year following the plan year. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:20 UTC | Cardtronics plc CATM · Entity 138760 | Tax withholdingRestricted Stock Units · Derivative | 2,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003645 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,660 Underlying: Common Stock · 2,748 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one common share of Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F3 · shares: Restricted Stock Units forfeited to cover taxes due upon vesting of Restricted Stock Units. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F4 · derivative.exercise_date: Restricted Stock Units granted under Cardtronics' annual Long Term Equity Incentive Plans. Restricted Stock Units are subject to the terms of said plans and each Restricted Stock Unit converts to a common share at the rate of 50%, 25% and 25% of the total Restricted Stock Units granted on January 31st of the 2nd, 3rd, and 4th year following the plan year. F4 · derivative.expiration_date: Restricted Stock Units granted under Cardtronics' annual Long Term Equity Incentive Plans. Restricted Stock Units are subject to the terms of said plans and each Restricted Stock Unit converts to a common share at the rate of 50%, 25% and 25% of the total Restricted Stock Units granted on January 31st of the 2nd, 3rd, and 4th year following the plan year. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:20 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionCommon Stock | 7,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003645 · form4.xml · nonDerivative · entry 1 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,323 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: Restricted Stock Units converted into common shares upon vesting in accordance each Restricted Stock Unit Agreement. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 16:08 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionRestricted Stock Units · Derivative | 1,291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-024042 · form4.xml · derivative · entry 3 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,408 Underlying: Common Stock · 1,291 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 a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F2 · derivative.exercise_date: Owner granted 7,112 restricted stock units on his date of hire. Each unit converts to a share of common stock at the rate of 25% on each anniversary of his hire date. F2 · derivative.expiration_date: Owner granted 7,112 restricted stock units on his date of hire. Each unit converts to a share of common stock at the rate of 25% on each anniversary of his hire date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 16:08 UTC | Cardtronics plc CATM · Entity 138760 | Tax withholdingRestricted Stock Units · Derivative | 487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-024042 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,699 Underlying: Common Stock · 487 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F2 · derivative.exercise_date: Owner granted 7,112 restricted stock units on his date of hire. Each unit converts to a share of common stock at the rate of 25% on each anniversary of his hire date. F2 · derivative.expiration_date: Owner granted 7,112 restricted stock units on his date of hire. Each unit converts to a share of common stock at the rate of 25% on each anniversary of his hire date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 16:08 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionCommon Stock | 1,291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-024042 · form4.xml · nonDerivative · entry 1 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,582 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 a contingent right to receive one share of Cardtronics common stock. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 16:11 UTC | Cardtronics plc CATM · Entity 138760 | GrantRestricted Stock Units · Derivative | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-015269 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,186 Underlying: Common Stock · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F2 · derivative.exercise_date: A discretionary award of restricted stock units under the Cardtronics' 2016 Long Term Equity Incentive Plan and subject to the terms thereof, each restricted stock unit will convert into one share of Cardtronics common stock as follows: 50% of the units on January 31, 2018; 25% of the units on January 31, 2019; and 25% of the units on January 31, 2020. F2 · derivative.expiration_date: A discretionary award of restricted stock units under the Cardtronics' 2016 Long Term Equity Incentive Plan and subject to the terms thereof, each restricted stock unit will convert into one share of Cardtronics common stock as follows: 50% of the units on January 31, 2018; 25% of the units on January 31, 2019; and 25% of the units on January 31, 2020. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 18:44 UTC | Cardtronics plc CATM · Entity 138760 | GrantRestricted Stock Units · Derivative | 1,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-014126 · form4.xml · derivative · entry 2 Mackinnon Stuart · CIK 0001702236 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,186 Underlying: Common Stock · 1,876 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F2 · derivative.exercise_date: An award of restricted stock units under the Cardtronics' 2017 Long Term Equity Incentive Plan and subject to the terms of the Restricted Stock Unit Agreement, each restricted stock unit will convert into one share of Cardtronics common stock as follows: 50% of the units on January 31, 2019; 25% of the units on January 31, 2020; and 25% of the units on January 31, 2021. F2 · derivative.expiration_date: An award of restricted stock units under the Cardtronics' 2017 Long Term Equity Incentive Plan and subject to the terms of the Restricted Stock Unit Agreement, each restricted stock unit will convert into one share of Cardtronics common stock as follows: 50% of the units on January 31, 2019; 25% of the units on January 31, 2020; and 25% of the units on January 31, 2021. 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.