Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASBURY AUTOMOTIVE GROUP INCABG · Entity 4090 | Director | February 09, 2026 | February 11, 2026 |
| EPLUS INCPLUS · Entity 4423 | Director | October 01, 2026 | October 05, 2026 |
| SAFEGUARD SCIENTIFICS INCSFE · Entity 9612 | Director | April 17, 2023 | April 19, 2023 |
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.
ASBURY AUTOMOTIVE GROUP INC
Report date February 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,756 |
Reported balance
After 2026-02-09 transaction · row 1
1 source rowRow 1 · 2026-02-09 · Grant · Acquired 932 · Balance 6,756 F1: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant.
EPLUS INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,039 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,201 · Balance 15,039 F1: This restricted stock award consists of shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2024 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant; or, if earlier than the first anniversary of the grant, on the date of the Company's annual stockholder meeting that next follows after the date that the Award was granted. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock award consists of shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2024 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant; or, if earlier than the first anniversary of the grant, on the date of the Company's annual stockholder meeting that next follows after the date that the Award was granted.
SAFEGUARD SCIENTIFICS INC
Report date April 17, 2023 · Filed April 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 100,615 |
Reported balance
After 2023-04-17 transaction · row 1
1 source rowRow 1 · 2023-04-17 · Grant · Acquired 9,331 · Balance 100,615 F1: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 21:02 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 1,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001022408-26-000107 · form4.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,039 F1 · shares: This restricted stock award consists of shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2024 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant; or, if earlier than the first anniversary of the grant, on the date of the Company's annual stockholder meeting that next follows after the date that the Award was granted. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 22:04 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-26-000015 · wk-form4_1770847444.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,756 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 21:26 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001022408-25-000092 · form4.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,838 F1 · shares: This restricted stock award consists of shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2024 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 20:40 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | SaleCommon Stock | 800 | $255.61 | $204,488.00 |
DisclosureSEC source: 0001144980-25-000136 · wk-form4_1756845636.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,824 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:18 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-25-000053 · wk-form4_1740172674.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,624 F1 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 21:09 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001022408-24-000087 · form4.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,360 F1 · shares: This restricted stock award consists of shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2024 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:46 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-24-000066 · wk-form4_1708641943.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,911 F1 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| September 25, 2023 Filed Sep 27, 2023 21:18 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 1,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001022408-23-000103 · form4.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,293 F1 · shares: On September 25, 2023, Ms. Morrison, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 1,353 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 13:07 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Grantcommon stock | 9,331 | $1.90 | $17,728.90 |
DisclosureSEC source: 0001437749-23-010611 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,615 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 23:11 UTC Amendment | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-23-000054 · wf-form4a_167650269673753.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,943 F1 · date: The original Form 4 inadvertently listed the date of earliest transaction and transaction date as February 14, 2022 instead of February 14, 2023. This Form 4 amendment is being filed to correct this inadvertent error. F2 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 19:27 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 5,369 | $3.13 | $16,778.13 |
DisclosureSEC source: 0001437749-23-001209 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,284 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 14:28 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 4,313 | $3.59 | $15,483.67 |
DisclosureSEC source: 0001437749-22-024288 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,915 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| September 26, 2022 Filed Sep 28, 2022 21:24 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 2,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-017911 · doc1.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,940 F1 · shares: On September 26, 2022, Ms. Morrison, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 2,052 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. F2 · balance_after: On December 13, 2021, the common stock of ePlus inc. split 2-for-1, resulting in the reporting person's direct ownership of 3,944 additional shares of common stock. Read SEC document |
| July 15, 2022 Filed Jul 18, 2022 16:47 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 4,685 | $3.86 | $18,084.10 |
DisclosureSEC source: 0001437749-22-017236 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,602 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 16:16 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 18,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-016425 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,917 Read SEC document |
| April 15, 2022 Filed Apr 18, 2022 11:40 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 3,191 | $4.94 | $15,747.59 |
DisclosureSEC source: 0001437749-22-009065 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,975 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:40 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 731 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-22-000061 · wf-form4_164522038923344.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,276 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| February 14, 2022 Filed Feb 15, 2023 21:31 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-23-000038 · wf-form4_167649668648422.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,943 F1 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| January 17, 2022 Filed Jan 18, 2022 14:00 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 2,312 | $7.10 | $16,415.20 |
DisclosureSEC source: 0001437749-22-001016 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,784 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 13:38 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 1,912 | $8.30 | $15,869.60 |
DisclosureSEC source: 0001437749-21-023794 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,472 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 20:59 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017630 · doc1.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,944 F1 · shares: On September 27, 2021, Ms. Morrison, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 787 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 13:43 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 2,247 | $7.95 | $17,869.27 |
DisclosureSEC source: 0001437749-21-017046 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,560 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| June 30, 2021 Filed Jun 30, 2021 16:37 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 10,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-016020 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,313 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 15:30 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 2,361 | $6.58 | $15,541.28 |
DisclosureSEC source: 0001437749-21-009091 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,890 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:38 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-21-000050 · wf-form4_161256107838104.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,545 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 13:22 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 2,530 | $6.63 | $16,771.12 |
DisclosureSEC source: 0001437749-21-000815 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,529 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 15:31 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 2,906 | $6.00 | $17,436.00 |
DisclosureSEC source: 0001437749-20-021215 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,999 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:51 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017196 · doc1.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,157 F1 · shares: On September 25, 2020, Ms. Morrison, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 1,143 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| July 15, 2020 Filed Jul 16, 2020 16:24 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 2,468 | $6.29 | $15,511.38 |
DisclosureSEC source: 0001437749-20-015245 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,093 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 15:37 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 10,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-014321 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,625 Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 17:56 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 3,080 | $5.44 | $16,762.90 |
DisclosureSEC source: 0001437749-20-007861 · rdgdoc.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,733 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:09 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 1,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-20-000038 · wf-form4_158102337771830.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,625 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 19:30 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 1,492 | $10.91 | $16,277.72 |
DisclosureSEC source: 0000086115-20-000008 · wf-form4_157980782449940.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,653 F1 · price: The securities reported in Table I were awarded to the reporting person in lieu of quarterly fees for service on the Issuer's Board of Directors, which fees are paid in arrears following the end of the quarter. Read SEC document |
| January 13, 2020 Filed Jan 13, 2020 16:58 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantStock Option (right to buy) · Derivative | 8,333 | $0.00 Strike: $10.37 | $0.00 |
DisclosureSEC source: 0000086115-20-000004 · wf-form4_157893466859677.xml · derivative · entry 2 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Common Stock · 8,333 shares Expires 2025-12-29 F2 · derivative.exercise_price: The exercise price was reduced by $0.96 to reflect the impact of a dividend paid to the Issuer's shareholders in December 2019. F3 · derivative.exercise_date: The option granted to reporting person is 50% vested and vests an additional 25% on each of December 29, 2020 and December 29, 2021. Read SEC document |
| January 13, 2020 Filed Jan 13, 2020 16:58 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Disposition to issuerStock Option (right to buy) · Derivative | 8,333 | $0.00 Strike: $11.33 | $0.00 |
DisclosureSEC source: 0000086115-20-000004 · wf-form4_157893466859677.xml · derivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,333 shares Expires 2025-12-29 F1 · derivative.exercise_date: The option was granted to reporting person on 12/29/2017 and vested in 4 equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 19:02 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-018839 · doc1.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,014 F1 · shares: On September 25, 2019, Ms. Morrison, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 987 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 16:09 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 6,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-008468 · wf-form4_156199733054053.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,161 Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 22:38 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | Tax withholdingCommon Stock | 737 | $69.18 | $50,985.66 |
DisclosureSEC source: 0001144980-19-000026 · wf-form4_154992472327173.xml · nonDerivative · entry 2 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,214 F2 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes upon the vesting of a restricted stock award granted on February 7, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 22:38 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-19-000026 · wf-form4_154992472327173.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 21:09 UTC | EPLUS INC PLUS · Entity 4423 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003218 · doc1.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027 F1 · shares: On September 25, 2018, Ms. Morrison, a director of ePlus inc. (the "Company"), was granted a restricted stock award consisting of 797 shares of common stock of the Company (the "Restricted Shares"). The Restricted Shares were granted pursuant to the Company's 2017 Non-Employee Director Long Term Incentive Plan (the "Plan") and are subject to a Restriction Period beginning on the grant date and ending on the first anniversary of the grant for one-half of the Restricted Shares, and ending on the second anniversary of the grant for the remaining one half of the Restricted Shares (the "Restriction Period"). As more fully described in the Plan, under certain other circumstances the restrictions may lapse, or the shares may be forfeited and transferred back to the Company. Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 15:02 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantCommon Stock | 6,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000086115-18-000071 · wf-form4_153313572005564.xml · nonDerivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,066 Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 20:20 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | GrantStock Option (right to buy) · Derivative | 8,333 | $0.00 Strike: $11.33 | $0.00 |
DisclosureSEC source: 0000086115-18-000005 · wf-form4_151492442693845.xml · derivative · entry 1 Morrison Maureen F · CIK 0001720970 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Common Stock · 8,333 shares Expires 2025-12-29 F1 · derivative.exercise_date: Option vests 25% each year commencing on the first anniversary of the grant 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.