Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EZCORP INCEZPW · Entity 4528 | Chief Accounting Officer | November 15, 2024 | November 19, 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.
EZCORP INC
Report date November 15, 2024 · Filed November 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,731 |
Reported balance
After 2024-11-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-11-15 · Grant · Acquired 6,690 · Balance 34,731 F1: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3: Closing market value on September 30, 2024. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2: The units will vest in whole or in part on September 30, 2027, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting.
F2: The units will vest in whole or in part on September 30, 2027, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only.
F3: Closing market value on September 30, 2024. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| November 15, 2024 Filed Nov 19, 2024 15:44 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 6,690 | $11.21 | $74,994.90 |
DisclosureSEC source: 0001911526-24-000006 · wk-form4_1732031057.xml · derivative · entry 1 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,731 Underlying: Class A Non-Voting Common Stock · 6,690 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on September 30, 2024. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2 · derivative.exercise_date: The units will vest in whole or in part on September 30, 2027, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. F2 · derivative.expiration_date: The units will vest in whole or in part on September 30, 2027, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:52 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 14,198 | $11.77 | $167,110.46 |
DisclosureSEC source: 0001911526-24-000004 · wk-form4_1731621134.xml · derivative · entry 6 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,041 Underlying: Class A Non-Voting Common Stock · 14,198 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. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F4 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2023 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2025, subject to continued employment. F4 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2023 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2025, subject to continued employment. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:52 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 2,417 | $11.77 | $28,448.09 |
DisclosureSEC source: 0001911526-24-000004 · wk-form4_1731621134.xml · derivative · entry 5 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,239 Underlying: Class A Non-Voting Common Stock · 2,417 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on November 12, 2024. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F5 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2024 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2026, subject to continued employment. F5 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2024 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2026, subject to continued employment. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:52 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 2,588 | $11.77 | $30,460.76 |
DisclosureSEC source: 0001911526-24-000004 · wk-form4_1731621134.xml · derivative · entry 4 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,822 Underlying: Class A Non-Voting Common Stock · 2,588 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on November 12, 2024. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F4 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2023 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2025, subject to continued employment. F4 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2023 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2025, subject to continued employment. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:52 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 4,392 | $11.77 | $51,693.84 |
DisclosureSEC source: 0001911526-24-000004 · wk-form4_1731621134.xml · derivative · entry 3 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,234 Underlying: Class A Non-Voting Common Stock · 4,392 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on November 12, 2024. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2022 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2024, subject to continued employment. F2 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2022 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2024 and vest on September 30, 2024, subject to continued employment. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:52 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 3,458 | $11.77 | $40,700.66 |
DisclosureSEC source: 0001911526-24-000004 · wk-form4_1731621134.xml · nonDerivative · entry 2 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,370 Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:52 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 14,198 | $11.77 | $167,110.46 |
DisclosureSEC source: 0001911526-24-000004 · wk-form4_1731621134.xml · nonDerivative · entry 1 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,828 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 |
| November 20, 2023 Filed Nov 21, 2023 21:12 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 9,090 | $8.25 | $74,992.50 |
DisclosureSEC source: 0001911526-23-000004 · wk-form4_1700601128.xml · derivative · entry 1 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,842 Underlying: Class A Non-Voting Common Stock · 9,090 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on September 30, 2023. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2 · derivative.exercise_date: The units will vest in whole or in part on September 30, 2026, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. F2 · derivative.expiration_date: The units will vest in whole or in part on September 30, 2026, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 20:39 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionRestricted Stock Units · Derivative | 18,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001911526-23-000002 · wk-form4_1700167135.xml · derivative · entry 4 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,752 Underlying: Class A Non-Voting Common Stock · 18,016 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. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · derivative.exercise_date: The units vested on November 14, 2023 after specified performance goals were achieved. F3 · derivative.expiration_date: The units vested on November 14, 2023 after specified performance goals were achieved. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 20:39 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 3,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001911526-23-000002 · wk-form4_1700167135.xml · derivative · entry 3 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,768 Underlying: Class A Non-Voting Common Stock · 3,916 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: Represents the following "bonus" units: (1) 1,449 units attributable to the fiscal 2021 Restricted Stock Unit award earned with achievement of the specified performance goal for fiscal 2023 and vesting on September 30, 2023, subject to continued employment, plus (2) 1,552 units attributable to the fiscal 2022 Restricted Stock Unit award earned with achievement of the specified performance goal for fiscal 2023 and vesting on September 30, 2024, subject to continued employment, plus (3) 915 units attributable to the fiscal 2023 Restricted Stock Unit award earned with achievement of the specified performance goal for fiscal 2023 and vesting on September 30, 2025, subject to continued employment. F2 · derivative.expiration_date: Represents the following "bonus" units: (1) 1,449 units attributable to the fiscal 2021 Restricted Stock Unit award earned with achievement of the specified performance goal for fiscal 2023 and vesting on September 30, 2023, subject to continued employment, plus (2) 1,552 units attributable to the fiscal 2022 Restricted Stock Unit award earned with achievement of the specified performance goal for fiscal 2023 and vesting on September 30, 2024, subject to continued employment, plus (3) 915 units attributable to the fiscal 2023 Restricted Stock Unit award earned with achievement of the specified performance goal for fiscal 2023 and vesting on September 30, 2025, subject to continued employment. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 20:39 UTC | EZCORP INC EZPW · Entity 4528 | Tax withholdingClass A Non-Voting Common Stock | 4,386 | $8.52 | $37,368.72 |
DisclosureSEC source: 0001911526-23-000002 · wk-form4_1700167135.xml · nonDerivative · entry 2 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,630 Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 20:39 UTC | EZCORP INC EZPW · Entity 4528 | Exercise / conversionClass A Non-Voting Common Stock | 18,016 | $8.52 | $153,496.32 |
DisclosureSEC source: 0001911526-23-000002 · wk-form4_1700167135.xml · nonDerivative · entry 1 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,016 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 |
| November 16, 2022 Filed Nov 17, 2022 22:59 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 1,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001911526-22-000006 · wf-form4_166872595347151.xml · derivative · entry 2 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,852 Underlying: Class A Non-Voting Common Stock · 1,651 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2022 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2022 and vest on September 30, 2024, subject to continued employment. F3 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2022 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2022 and vest on September 30, 2024, subject to continued employment. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 22:59 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001911526-22-000006 · wf-form4_166872595347151.xml · derivative · entry 1 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,201 Underlying: Class A Non-Voting Common Stock · 2,071 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F2 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2021 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2022 and vest on September 30, 2023, subject to continued employment. F2 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2021 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2022 and vest on September 30, 2023, subject to continued employment. Read SEC document |
| October 11, 2022 Filed Oct 13, 2022 15:07 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 9,727 | $7.71 | $74,995.17 |
DisclosureSEC source: 0001911526-22-000004 · wf-form4_166567359951844.xml · derivative · entry 2 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,130 Underlying: Class A Non-Voting Common Stock · 9,727 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F5 · price: Closing market value on September 30, 2022. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F4 · derivative.exercise_date: The units will vest in whole or in part on September 30, 2025, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. F4 · derivative.expiration_date: The units will vest in whole or in part on September 30, 2025, with 80% being subject to the attainment of specified performance goals in addition to continued employment, and the remaining 20% being subject to continued employment only. Read SEC document |
| November 17, 2021 Filed Oct 13, 2022 15:07 UTC | EZCORP INC EZPW · Entity 4528 | GrantRestricted Stock Units · Derivative | 2,071 | $5.03 | $10,417.13 |
DisclosureSEC source: 0001911526-22-000004 · wf-form4_166567359951844.xml · derivative · entry 1 Hicks Robert J · CIK 0001911526 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,403 Underlying: Class A Non-Voting Common Stock · 2,071 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of EZCORP Class A Non-Voting Common Stock at the time of vesting. F3 · price: Closing market value on September 30, 2020. However, no consideration was paid for the award other than services rendered and to be rendered by the Reporting Person. F2 · derivative.exercise_date: Represent "bonus" units attributable to the fiscal 2021 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2021 and vest on September 30, 2023, subject to continued employment. F2 · derivative.expiration_date: Represent "bonus" units attributable to the fiscal 2021 Restricted Stock Unit award. These units were earned with achievement of the specified performance goal for fiscal 2021 and vest on September 30, 2023, subject to continued employment. 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.