Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Esquire Financial Holdings, Inc.ESQ · Entity 4764 | Director | December 10, 2025 | December 16, 2025 |
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.
Esquire Financial Holdings, Inc.
Report date December 10, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,401 |
Reported balance
After 2025-12-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-10 · Grant · Acquired 753 · Balance 72,401 F1: Shares of restricted stock vest 100% on December 10, 2026. F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.85 · Expires 2030-12-16 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,000 F7: Stock options are fully vested. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $31.04 · Expires 2031-12-09 | Direct | 1,750 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,750 F7: Stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock vest 100% on December 10, 2026.
F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.
F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.
F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.
F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027.
F6: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.
F7: Stock options are fully vested.
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 |
|---|---|---|---|---|---|---|
| December 10, 2025 Filed Dec 16, 2025 21:22 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038017 · rdgdoc.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,401 F1 · shares: Shares of restricted stock vest 100% on December 10, 2026. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 15:46 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionStock Options · Derivative | 20,000 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001437749-25-023594 · rdgdoc.xml · derivative · entry 3 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2025-10-01 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. F6 · derivative.underlying_shares: Stock options are fully vested. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 15:46 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Tax withholdingCommon Stock | 2,385 | $104.78 | $249,900.30 |
DisclosureSEC source: 0001437749-25-023594 · rdgdoc.xml · nonDerivative · entry 2 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,648 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 15:46 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionCommon Stock | 20,000 | $12.50 | $250,000.00 |
DisclosureSEC source: 0001437749-25-023594 · rdgdoc.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,033 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 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:25 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-036721 · rdgdoc.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,033 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 3, 2027. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 18:39 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-034858 · rdgdoc.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,006 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 15, 2027. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. F6 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 20:39 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-021922 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,350 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2026. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F5 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:39 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,750 | $0.00 Strike: $31.04 | $0.00 |
DisclosureSEC source: 0001567619-21-021959 · doc1.xml · derivative · entry 2 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 1,750 shares Expires 2031-12-09 F5 · shares: Stock options vest in three equal annual installments commencing on December 9, 2022. F5 · derivative.underlying_shares: Stock options vest in three equal annual installments commencing on December 9, 2022. F5 · balance_after: Stock options vest in three equal annual installments commencing on December 9, 2022. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:39 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-021959 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,600 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 9, 2025. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 20:04 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 2,000 | $0.00 Strike: $20.85 | $0.00 |
DisclosureSEC source: 0001567619-20-021343 · doc1.xml · derivative · entry 2 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2030-12-16 F4 · shares: Stock options vest in three equal annual installments commencing on December 16, 2021. F4 · derivative.underlying_shares: Stock options vest in three equal annual installments commencing on December 16, 2021. F4 · balance_after: Stock options vest in three equal annual installments commencing on December 16, 2021. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 21:33 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 210 | $18.48 | $3,881.01 |
DisclosureSEC source: 0001567619-20-011824 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 F1 · balance_after: Includes shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| May 28, 2020 Filed May 28, 2020 21:16 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 100 | $17.01 | $1,701.00 |
DisclosureSEC source: 0001567619-20-011278 · doc1.xml · nonDerivative · entry 2 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,790 F1 · balance_after: Includes shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| May 27, 2020 Filed May 28, 2020 21:16 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 190 | $17.00 | $3,230.00 |
DisclosureSEC source: 0001567619-20-011278 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,690 F1 · balance_after: Includes shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| May 19, 2020 Filed May 20, 2020 15:27 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 300 | $14.95 | $4,485.00 |
DisclosureSEC source: 0001567619-20-010788 · doc1.xml · nonDerivative · entry 2 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,500 F1 · balance_after: Includes shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| May 18, 2020 Filed May 20, 2020 15:27 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 200 | $15.00 | $3,000.00 |
DisclosureSEC source: 0001567619-20-010788 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,200 F1 · balance_after: Includes shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 15:36 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023503 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 17:31 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 500 | $24.05 | $12,027.40 |
DisclosureSEC source: 0001567619-19-018638 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,000 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 15:41 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 144 | $22.52 | $3,242.88 |
DisclosureSEC source: 0001567619-19-017067 · doc1.xml · nonDerivative · entry 2 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,500 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 15:41 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 856 | $22.96 | $19,652.99 |
DisclosureSEC source: 0001567619-19-017067 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,356 F1 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 10, 2022. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| December 10, 2018 Filed Dec 21, 2018 22:45 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008547 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,500 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 10, 2022. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on January 23, 2022. Read SEC document |
| January 23, 2018 Filed Feb 7, 2018 20:00 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-005545 · doc1.xml · nonDerivative · entry 1 Deutsch Todd · CIK 0001709836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on January 23, 2022. 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.