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 | 4,436 |
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 4,436 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, 2026. F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC II | 9,786 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,786 |
| Common StockSEC Table I · non-derivative | IndirectBy Mother | 6,000 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,000 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC I | 127,531 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 127,531 |
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, 2026.
F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027.
F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.
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 21:23 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038019 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,436 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, 2026. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F4 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. Read SEC document |
| August 26, 2025 Filed Aug 27, 2025 20:07 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 2,500 | $100.50 | $251,250.00 |
DisclosureSEC source: 0001437749-25-027860 · rdgdoc.xml · nonDerivative · entry 5 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 127,531 Read SEC document |
| August 26, 2025 Filed Aug 27, 2025 20:07 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 5,000 | $100.00 | $500,000.00 |
DisclosureSEC source: 0001437749-25-027860 · rdgdoc.xml · nonDerivative · entry 4 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 130,031 Read SEC document |
| August 26, 2025 Filed Aug 27, 2025 20:07 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 500 | $99.90 | $49,950.00 |
DisclosureSEC source: 0001437749-25-027860 · rdgdoc.xml · nonDerivative · entry 3 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 135,031 Read SEC document |
| August 26, 2025 Filed Aug 27, 2025 20:07 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 500 | $99.50 | $49,750.00 |
DisclosureSEC source: 0001437749-25-027860 · rdgdoc.xml · nonDerivative · entry 2 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 135,531 Read SEC document |
| August 26, 2025 Filed Aug 27, 2025 20:07 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 500 | $99.00 | $49,500.00 |
DisclosureSEC source: 0001437749-25-027860 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 136,031 Read SEC document |
| August 25, 2025 Filed Aug 26, 2025 20:29 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 1,326 | $100.00 | $132,600.00 |
DisclosureSEC source: 0001437749-25-027769 · rdgdoc.xml · nonDerivative · entry 6 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 136,531 Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:29 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 2,000 | $100.00 | $200,008.60 |
DisclosureSEC source: 0001437749-25-027769 · rdgdoc.xml · nonDerivative · entry 5 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 137,857 Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:29 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 7,500 | $100.00 | $750,000.00 |
DisclosureSEC source: 0001437749-25-027769 · rdgdoc.xml · nonDerivative · entry 4 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 139,857 Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:29 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 500 | $99.50 | $49,750.00 |
DisclosureSEC source: 0001437749-25-027769 · rdgdoc.xml · nonDerivative · entry 3 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 147,357 Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:29 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 500 | $99.25 | $49,625.00 |
DisclosureSEC source: 0001437749-25-027769 · rdgdoc.xml · nonDerivative · entry 2 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 147,857 Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:29 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 500 | $99.00 | $49,500.00 |
DisclosureSEC source: 0001437749-25-027769 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 148,357 Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:09 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-021022 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC I Disclosed balance after: 148,857 Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 20:32 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 425 | $80.00 | $34,000.00 |
DisclosureSEC source: 0001437749-24-037940 · rdgdoc.xml · nonDerivative · entry 2 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 0 Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 20:32 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | SaleCommon Stock | 2,575 | $79.01 | $203,441.22 |
DisclosureSEC source: 0001437749-24-037940 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC II Disclosed balance after: 9,786 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:26 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-036723 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,683 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 19, 2026. F3 · 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 18:36 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-034855 · rdgdoc.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,656 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 December 19, 2026. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 20:49 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-021923 · doc1.xml · nonDerivative · entry 1 Melohn Joseph · CIK 0001940006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2026. 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.