Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlanticus Holdings CorpATLC · Entity 8973 | Director | January 02, 2026 | January 06, 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.
Atlanticus Holdings Corp
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,378 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,050 · Balance 23,378 F1: Grant of restricted stock, which will vest in two equal installments on each of the first two anniversaries of the date of the grant. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 160 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 160 |
| Common StockSEC Table I · non-derivative | IndirectBy Children | 660 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 660 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock, which will vest in two equal installments on each of the first two anniversaries of the date of the grant.
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 02, 2026 Filed Jan 6, 2026 21:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-000626 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,378 F1 · kind: Grant of restricted stock, which will vest in two equal installments on each of the first two anniversaries of the date of the grant. Read SEC document |
| June 10, 2025 Filed Jun 10, 2025 22:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-020010 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,328 F1 · kind: The reporting person donated 400 shares of common stock to a public charity. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:36 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-000521 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,728 F1 · kind: Grant of restricted stock, which will vest in two equal installments on each of the first two anniversaries of the date of the grant. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 01:53 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-000278 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,578 F1 · kind: Grant of restricted stock, which will vest in two equal installments on each of the first two anniversaries of the date of the grant. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 20:30 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseCommon Stock | 410 | $23.72 | $9,725.20 |
DisclosureSEC source: 0001437749-23-007396 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,578 Read SEC document |
| January 02, 2023 Filed Jan 4, 2023 21:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-000323 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,168 F1 · kind: Grant of restricted stock, which will vest in equal installments on each of the first two anniversaries of the date of the grant. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:32 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | PurchaseCommon Stock | 2,000 | $33.99 | $67,980.00 |
DisclosureSEC source: 0001437749-22-012644 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,868 F1 · price: This transaction was executed in multiple trades at prices ranging from $32.88 to $34.80. The reported price reflects the weighted average purchase price. The reporting person hereby undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| April 01, 2022 Filed Apr 1, 2022 22:31 UTC | Atlanticus Holdings Corp ATLC · Entity 8973 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008089 · rdgdoc.xml · nonDerivative · entry 1 JAMES DENNIS H JR · CIK 0001918871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,868 F1 · kind: Grant of restricted stock, which will vest in equal installments on each of the first two anniversaries of the date of the grant. 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.