Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Chief Financial Officer | November 28, 2025 | December 02, 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.
CPI Card Group Inc.
Report date November 28, 2025 · Filed December 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,681 |
Ending reported balance
After 2025-11-30 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-11-29 · Exercise / conversion · Acquired 1,022 · Balance 21,403 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Row 2 · 2025-11-29 · Tax withholding · Disposed 294 · Balance 21,109 F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. Row 3 · 2025-11-30 · Exercise / conversion · Acquired 5,014 · Balance 26,123 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Row 4 · 2025-11-30 · Tax withholding · Disposed 1,442 · Balance 24,681 F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,172 |
Reported balance
After 2025-11-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-11-28 · Grant · Acquired 7,172 · Balance 7,172 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 28, 2025 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,042 |
Reported balance
After 2025-11-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-11-29 · Exercise / conversion · Disposed 1,022 · Balance 2,042 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F4: This line reports 33.4% of the RSUs that were awarded on the November 29, 2024 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-11-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-11-30 · Exercise / conversion · Disposed 1,488 · Balance 0 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F5: This line reports the remaining 50% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the second anniversary of the award date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,526 |
Reported balance
After 2025-11-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-11-30 · Exercise / conversion · Disposed 3,526 · Balance 3,526 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F6: This line reports 33.3% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the second anniversary of the award date. The remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.
F2: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of RSUs. Not an open market sale of securities.
F3: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 28, 2025 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
F4: This line reports 33.4% of the RSUs that were awarded on the November 29, 2024 award date, which vested on the first anniversary of the award date. The subsequent 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
F5: This line reports the remaining 50% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the second anniversary of the award date.
F6: This line reports 33.3% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the second anniversary of the award date. The remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
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 |
|---|---|---|---|---|---|---|
| May 15, 2024 Filed May 17, 2024 23:31 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 3,467 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010721 · form4.xml · nonDerivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,467 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 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Read SEC document |
| March 29, 2024 Filed Apr 3, 2024 00:34 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 4,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007855 · form4.xml · derivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,881 Underlying: Common Stock · 4,881 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the March 29, 2024 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:21 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 1,420 | $0.00 Strike: $17.79 | $0.00 |
DisclosureSEC source: 0000905148-23-001568 · form4.xml · derivative · entry 3 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,420 Underlying: Common Stock · 1,420 shares Expires 2030-11-30 F4 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the November 30, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:21 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 10,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001568 · form4.xml · derivative · entry 2 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,581 Underlying: Common Stock · 10,581 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 01:21 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 2,976 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001568 · form4.xml · derivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,976 Underlying: Common Stock · 2,976 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 50% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the November 30, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 1,219 | $0.00 Strike: $20.67 | $0.00 |
DisclosureSEC source: 0000905148-23-000827 · form4.xml · derivative · entry 3 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,219 Underlying: Common Stock · 1,219 shares Expires 2030-08-31 F4 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the August 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 7,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000827 · form4.xml · derivative · entry 2 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,407 Underlying: Common Stock · 7,407 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F3 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F3 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 00:12 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 2,083 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000827 · form4.xml · derivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,083 Underlying: Common Stock · 2,083 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 50% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the August 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| June 09, 2023 Filed Jun 14, 2023 00:42 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 6,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-029722 · form4.xml · derivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,371 Underlying: Common Stock · 6,371 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the June 9, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 33.4% of the RSUs reported on this line vest on the first anniversary of the June 9, 2023 award date, 33.3% will vest on the second anniversary of the award date, and 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 31, 2023 Filed Jun 3, 2023 01:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 956 | $0.00 Strike: $26.61 | $0.00 |
DisclosureSEC source: 0001140361-23-028182 · form4.xml · derivative · entry 2 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 956 Underlying: Common Stock · 956 shares Expires 2030-05-31 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the May 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 31, 2023 Filed Jun 3, 2023 01:25 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 1,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-028182 · form4.xml · derivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,537 Underlying: Common Stock · 1,537 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 50% of the RSUs reported on this line vest on the first anniversary of the May 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the May 31, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 15, 2023 Filed May 17, 2023 23:54 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantStock Option (Right to Buy) · Derivative | 3,776 | $0.00 Strike: $27.04 | $0.00 |
DisclosureSEC source: 0001140361-23-025328 · form4.xml · derivative · entry 2 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,776 Underlying: Common Stock · 3,776 shares Expires 2030-05-15 F3 · derivative.exercise_date: 50% of the options reported on this line vest on the first anniversary of the May 15, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. Read SEC document |
| May 15, 2023 Filed May 17, 2023 23:54 UTC | CPI Card Group Inc. PMTS · Entity 5850 | GrantRestricted Stock Units · Derivative | 6,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-025328 · form4.xml · derivative · entry 1 Hochstadt Jeffrey A. · CIK 0001977773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,934 Underlying: Common Stock · 6,934 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to receive one common share of Issuer upon vesting of such RSU. F2 · derivative.exercise_date: 50% of the RSUs reported on this line vest on the first anniversary of the May 15, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. F2 · derivative.expiration_date: 50% of the RSUs reported on this line vest on the first anniversary of the May 15, 2023 award date, and 50% will vest on the second anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement. 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.