person · Reporting owner
Williams Sarah Elizabeth
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI Card Group Inc.PMTS · Entity 5850 | Chief Technology Officer | November 29, 2024 | December 04, 2024 |
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 29, 2024 · Filed December 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,892 |
Ending reported balance
After 2024-11-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-11-30 · Exercise / conversion · Acquired 3,418 · Balance 12,725 F1: Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU. Row 2 · 2024-11-30 · Tax withholding · Disposed 833 · Balance 11,892 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 | 773 |
Reported balance
After 2024-11-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-29 · Grant · Acquired 773 · Balance 773 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 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 595 |
Reported balance
After 2024-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-11-30 · Exercise / conversion · Disposed 595 · Balance 595 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 50% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the first anniversary of the award date. The remaining 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,642 |
Reported balance
After 2024-11-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-30 · Exercise / conversion · Disposed 2,823 · Balance 5,642 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 33.4 % of the RSUs that were awarded on the November 30, 2023 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. |
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 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.
F4: This line reports 50% of the RSUs that were awarded on the November 30, 2023 award date, which vested on the first anniversary of the award date. The remaining 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.
F5: This line reports 33.4 % of the RSUs that were awarded on the November 30, 2023 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.
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 22, 2020 Filed Mar 24, 2020 15:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCash Performance Units · Derivative | 4,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-006937 · doc1.xml · derivative · entry 5 Williams Sarah Elizabeth · CIK 0001799465 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,464 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each performance unit vested on March 22, 2020 and entitled the reporting person to receive a cash payment equal to the target value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. F4 · derivative.exercise_date: Each performance unit vested on March 22, 2020 and entitled the reporting person to receive a cash payment equal to the target value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. F4 · derivative.expiration_date: Each performance unit vested on March 22, 2020 and entitled the reporting person to receive a cash payment equal to the target value of $1 per unit, subject to adjustment based on the Issuer's stock price performance. Read SEC document |
| March 22, 2020 Filed Mar 24, 2020 15:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Tax withholdingCommon Stock | 3 | $0.61 | $1.82 |
DisclosureSEC source: 0001567619-20-006937 · doc1.xml · nonDerivative · entry 4 Williams Sarah Elizabeth · CIK 0001799465 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051 F3 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock. Not an open market sale of securities. Read SEC document |
| March 22, 2020 Filed Mar 24, 2020 15:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-006937 · doc1.xml · nonDerivative · entry 3 Williams Sarah Elizabeth · CIK 0001799465 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054 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. F2 · price: Each restricted stock unit ("RSU") represents the right to receive one common share of Issuer upon vesting of such RSU. Read SEC document |
| March 22, 2020 Filed Mar 24, 2020 15:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Disposition to issuerCommon Stock | 4,464 | $0.50 | $2,232.00 |
DisclosureSEC source: 0001567619-20-006937 · doc1.xml · nonDerivative · entry 2 Williams Sarah Elizabeth · CIK 0001799465 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851 F1 · shares: The disposition to the Issuer reflects the settlement of approximately 1/3 of the performance units in cash. Read SEC document |
| March 22, 2020 Filed Mar 24, 2020 15:18 UTC | CPI Card Group Inc. PMTS · Entity 5850 | Exercise / conversionCommon Stock | 4,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-006937 · doc1.xml · nonDerivative · entry 1 Williams Sarah Elizabeth · CIK 0001799465 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,315 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.