Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Priority Technology Holdings, Inc.PRTH · Entity 5566 | Chief Technology Officer | August 01, 2026 | September 17, 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.
Priority Technology Holdings, Inc.
Report date August 01, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,667 |
Ending reported balance
After 2026-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-01 · Grant · Acquired 25,000 · Balance 73,005 F1: On August 1, 2023, the Reporting Person was granted 100,000 restricted stock units. 100,000 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 25,000 on August 1, 2024; 25,000 on August 1, 2025; 25,000 on August 1, 2026; and 25,000 on August 1, 2027. F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2026-08-01 · Disposition to issuer · Disposed 7,338 · Balance 65,667 F3: Shares withheld to satisfy tax obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2023, the Reporting Person was granted 100,000 restricted stock units. 100,000 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 25,000 on August 1, 2024; 25,000 on August 1, 2025; 25,000 on August 1, 2026; and 25,000 on August 1, 2027.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F3: Shares withheld to satisfy tax obligations.
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 |
|---|---|---|---|---|---|---|
| August 01, 2026 Filed Sep 17, 2026 01:06 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Disposition to issuerCommon Stock | 7,338 | $6.50 | $47,697.00 |
DisclosureSEC source: 0001653558-26-000138 · wk-form4_1789607175.xml · nonDerivative · entry 2 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,667 F3 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 01, 2026 Filed Sep 17, 2026 01:06 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001653558-26-000138 · wk-form4_1789607175.xml · nonDerivative · entry 1 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,005 F1 · shares: On August 1, 2023, the Reporting Person was granted 100,000 restricted stock units. 100,000 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 25,000 on August 1, 2024; 25,000 on August 1, 2025; 25,000 on August 1, 2026; and 25,000 on August 1, 2027. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 18, 2026 Filed Sep 17, 2026 00:56 UTC Amendment | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Disposition to issuerCommon Stock | 5,268 | $5.50 | $28,974.00 |
DisclosureSEC source: 0001653558-26-000136 · wk-form4a_1789606612.xml · nonDerivative · entry 1 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,681 F1 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:54 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionRestricted Stock Unit · Derivative | 17,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-26-000046 · wk-form4_1771624466.xml · derivative · entry 2 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,897 Underlying: Common Stock · 17,949 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 the Issuer's common stock. F2 · derivative.exercise_date: On November 21, 2025, the Reporting Person was granted 53,846 restricted stock units which vest as follows: [17,949 on February 18, 2026, 17,949 on February 18, 2027, and 17,948 on February 18, 2028] subject to the Reporting Person's continued employment with the Issuer. F2 · derivative.expiration_date: On November 21, 2025, the Reporting Person was granted 53,846 restricted stock units which vest as follows: [17,949 on February 18, 2026, 17,949 on February 18, 2027, and 17,948 on February 18, 2028] subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:54 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | Exercise / conversionCommon Stock | 17,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-26-000046 · wk-form4_1771624466.xml · nonDerivative · entry 1 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,949 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 |
| February 05, 2026 Filed Sep 17, 2026 00:56 UTC Amendment | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 60,138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001653558-26-000136 · wk-form4a_1789606612.xml · derivative · entry 2 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,138 Underlying: Common Stock · 0 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: On February 5, 2026, the Reporting Person was granted 60,138 restricted stock units. 60,138 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 20,046 on February 5, 2027; 20,046 on February 5, 2028; and 20,046 on February 5, 2029. F3 · derivative.expiration_date: On February 5, 2026, the Reporting Person was granted 60,138 restricted stock units. 60,138 vest subject to the Reporting Person's continued service as an employee of the Issuer as follows: 20,046 on February 5, 2027; 20,046 on February 5, 2028; and 20,046 on February 5, 2029. Read SEC document |
| November 21, 2025 Filed Feb 20, 2026 21:51 UTC | Priority Technology Holdings, Inc. PRTH · Entity 5566 | GrantRestricted Stock Unit · Derivative | 53,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001653558-26-000044 · wk-form4_1771624302.xml · derivative · entry 1 Sun Yi · CIK 0002112679 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,846 Underlying: Common Stock · 53,846 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On November 21, 2025, the Reporting Person was granted 53,846 restricted stock units which vest as follows: [17,949 on February 18, 2026, 17,949 on February 18, 2027, and 17,948 on February 18, 2028] subject to the Reporting Person's continued employment with the Issuer. F2 · derivative.expiration_date: On November 21, 2025, the Reporting Person was granted 53,846 restricted stock units which vest as follows: [17,949 on February 18, 2026, 17,949 on February 18, 2027, and 17,948 on February 18, 2028] subject to the Reporting Person's continued employment with the Issuer. 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.