Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareCloud, Inc.CCLD · Entity 6780 | General Counsel & Secretary | February 15, 2024 | February 17, 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.
CareCloud, Inc.
Report date February 15, 2024 · Filed February 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,808 |
Ending reported balance
After 2024-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-15 · Exercise / conversion · Acquired 4,278 · Balance 12,091 F1: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. Row 2 · 2024-02-15 · Tax withholding · Disposed 1,283 · Balance 10,808 F2: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon awarding of the common stock. This is not an open market sale of securities. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,450 |
Reported balance
After 2024-02-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-15 · Exercise / conversion · Disposed 4,278 · Balance 2,450 F1: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-02-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-15 · Disposition to issuer · Disposed 2,450 · Balance 0 F3: On February 15, 2024 it was determined that these restricted stock units would not vest and are forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024.
F2: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon awarding of the common stock. This is not an open market sale of securities.
F3: On February 15, 2024 it was determined that these restricted stock units would not vest and are forfeited.
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 |
|---|---|---|---|---|---|---|
| February 15, 2024 Filed Feb 17, 2024 02:30 UTC | CareCloud, Inc. CCLD · Entity 6780 | Disposition to issuerRestricted Stock Unit · Derivative | 2,450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-007068 · ownership.xml · derivative · entry 4 Garcia Nathalie Grey · CIK 0001998499 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,450 shares Expires not disclosed F3 · derivative.exercise_price: On February 15, 2024 it was determined that these restricted stock units would not vest and are forfeited. F3 · price: On February 15, 2024 it was determined that these restricted stock units would not vest and are forfeited. F3 · derivative.exercise_date: On February 15, 2024 it was determined that these restricted stock units would not vest and are forfeited. F3 · derivative.expiration_date: On February 15, 2024 it was determined that these restricted stock units would not vest and are forfeited. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 02:30 UTC | CareCloud, Inc. CCLD · Entity 6780 | Exercise / conversionRestricted Stock Unit · Derivative | 4,278 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-007068 · ownership.xml · derivative · entry 3 Garcia Nathalie Grey · CIK 0001998499 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,450 Underlying: Common Stock · 4,278 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: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. F1 · price: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. F1 · derivative.exercise_date: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. F1 · derivative.expiration_date: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 02:30 UTC | CareCloud, Inc. CCLD · Entity 6780 | Tax withholdingCommon Stock | 1,283 | $1.37 | $1,757.71 |
DisclosureSEC source: 0001493152-24-007068 · ownership.xml · nonDerivative · entry 2 Garcia Nathalie Grey · CIK 0001998499 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,808 F2 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon awarding of the common stock. This is not an open market sale of securities. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 02:30 UTC | CareCloud, Inc. CCLD · Entity 6780 | Exercise / conversionCommon Stock | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-007068 · ownership.xml · nonDerivative · entry 1 Garcia Nathalie Grey · CIK 0001998499 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,091 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: Represents the conversion upon vesting of restricted stock units into common stock on February 15, 2024. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. The remaining restricted stock units vest in March 2024. 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.