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 | 87,352 |
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 87,352 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 19, 2026. F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027. F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for trusts | 48,000 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 48,000 |
| Common StockSEC Table I · non-derivative | IndirectAs custodian for children | 12,000 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,000 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $31.04 · Expires 2031-12-09 | Direct | 584 |
Reported balance
Holding disclosure · report date 2025-12-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 584 F6: 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 19, 2026.
F4: Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027.
F5: Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.
F6: 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 |
|---|---|---|---|---|---|---|
| March 16, 2018 Filed Mar 19, 2018 13:05 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 1,000 | $23.95 | $23,950.00 |
DisclosureSEC source: 0001140361-18-013977 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,000 Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 15:50 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 300 | $23.20 | $6,959.91 |
DisclosureSEC source: 0001140361-18-011214 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for trusts Disclosed balance after: 39,000 Read SEC document |
| February 01, 2018 Filed Feb 8, 2018 15:02 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 400 | $24.75 | $9,900.00 |
DisclosureSEC source: 0001140361-18-005780 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for children Disclosed balance after: 10,000 Read SEC document |
| January 23, 2018 Filed Feb 7, 2018 15:02 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $19.25 | $0.00 |
DisclosureSEC source: 0001140361-18-005548 · doc1.xml · derivative · entry 4 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2028-01-23 F1 · shares: Stock options vest in three equal annual installments commencing on January 23, 2019. F1 · derivative.underlying_shares: Stock options vest in three equal annual installments commencing on January 23, 2019. F1 · balance_after: Stock options vest in three equal annual installments commencing on January 23, 2019. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 15:52 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001140361-18-001743 · doc1.xml · derivative · entry 4 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-02-01 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. F1 · derivative.underlying_shares: Stock options are fully vested. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 15:52 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | Exercise / conversionCommon Stock | 5,000 | $10.00 | $50,000.00 |
DisclosureSEC source: 0001140361-18-001743 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 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 |
| October 26, 2017 Filed Oct 27, 2017 15:02 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 700 | $15.92 | $11,145.19 |
DisclosureSEC source: 0001140361-17-039795 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for trusts Disclosed balance after: 38,700 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 12:36 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 1,000 | $15.00 | $15,000.00 |
DisclosureSEC source: 0001140361-17-034249 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for trusts Disclosed balance after: 38,000 Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 12:43 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 1,000 | $15.29 | $15,289.00 |
DisclosureSEC source: 0001140361-17-031312 · doc1.xml · nonDerivative · entry 2 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 12:43 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 1,000 | $15.25 | $15,253.00 |
DisclosureSEC source: 0001140361-17-031312 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,000 Read SEC document |
| July 27, 2017 Filed Jul 28, 2017 12:22 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 100 | $14.77 | $1,477.00 |
DisclosureSEC source: 0001140361-17-029025 · doc1.xml · nonDerivative · entry 2 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for trusts Disclosed balance after: 37,000 Read SEC document |
| July 27, 2017 Filed Jul 28, 2017 12:22 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 900 | $14.77 | $13,292.10 |
DisclosureSEC source: 0001140361-17-029025 · doc1.xml · nonDerivative · entry 1 Waterhouse Kevin C · CIK 0001710030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for trusts Disclosed balance after: 36,900 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.