Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EBIX INCEBIX · Entity 12698 | Director | December 29, 2023 | January 03, 2024 |
| Turning Point Brands, Inc.TPB · Entity 4660 | Director | May 16, 2017 | May 18, 2017 |
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.
EBIX INC
Report date December 29, 2023 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450,000 |
Reported balance
After 2023-12-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-29 · Purchase · Acquired 409,000 · Balance 450,000 F1: Correcting total amount of securities beneficially owned to exclude vested options which were incorrectly reported previously. |
| Option to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $19.28 · Expires 2028-01-20 | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 6,000 F2: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. |
| Option to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $30.40 · Expires 2026-12-01 | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,000 F2: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. F3: Correcting Expiration Date which was incorrectly reported previously. |
| Option to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $35.70 · Expires 2025-12-17 | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,000 F2: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. F3: Correcting Expiration Date which was incorrectly reported previously. |
| Option to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $41.60 · Expires 2024-09-27 | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,000 F2: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. F3: Correcting Expiration Date which was incorrectly reported previously. |
Filing footnotes · ownership attribution and instrument terms
F1: Correcting total amount of securities beneficially owned to exclude vested options which were incorrectly reported previously.
F2: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years.
F3: Correcting Expiration Date which was incorrectly reported previously.
Turning Point Brands, Inc.
Report date May 16, 2017 · Filed May 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
After 2017-05-16 transaction · row 1
1 source rowRow 1 · 2017-05-16 · Purchase · Acquired 3,000 · Balance 3,000 F1: Weighted average purchase price. On 5/16/17, the reporting person purchased the shares within a range of $15.515 to $15.61. The reporting person will provide upon request by the Commission Staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average purchase price. On 5/16/17, the reporting person purchased the shares within a range of $15.515 to $15.61. The reporting person will provide upon request by the Commission Staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price.
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 |
|---|---|---|---|---|---|---|
| December 29, 2023 Filed Jan 3, 2024 11:28 UTC | EBIX INC EBIX · Entity 12698 | PurchaseCommon Stock | 409,000 | $0.92 | $376,280.00 |
DisclosureSEC source: 0000950170-24-000589 · ownership.xml · nonDerivative · entry 1 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,000 F1 · balance_after: Correcting total amount of securities beneficially owned to exclude vested options which were incorrectly reported previously. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 18:59 UTC | EBIX INC EBIX · Entity 12698 | GrantOption to purchase Common Stock · Derivative | 6,000 | $0.00 Strike: $19.28 | $0.00 |
DisclosureSEC source: 0000899243-23-002498 · doc4.xml · derivative · entry 2 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2028-01-20 F1 · derivative.exercise_date: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. Read SEC document |
| December 01, 2021 Filed Dec 7, 2021 10:33 UTC | EBIX INC EBIX · Entity 12698 | Grantoption to purchase common stock · Derivative | 6,000 | $0.00 Strike: $30.40 | $0.00 |
DisclosureSEC source: 0001209191-21-068259 · doc4.xml · derivative · entry 2 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2025-12-01 F1 · derivative.exercise_date: The stock options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 18:42 UTC | EBIX INC EBIX · Entity 12698 | Grantoption to purchase common stock · Derivative | 6,000 | $0.00 Strike: $35.70 | $0.00 |
DisclosureSEC source: 0000899243-20-034770 · doc4.xml · derivative · entry 2 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2024-12-17 F1 · derivative.exercise_date: Stock Options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 18:47 UTC | EBIX INC EBIX · Entity 12698 | Grantoption to purchase common stock · Derivative | 6,000 | $0.00 Strike: $41.60 | $0.00 |
DisclosureSEC source: 0000899243-19-024487 · doc4.xml · derivative · entry 2 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2023-09-27 F1 · derivative.exercise_date: Stock Options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. Read SEC document |
| December 31, 2018 Filed Jan 7, 2019 18:00 UTC | EBIX INC EBIX · Entity 12698 | Grantoption to purchase common stock · Derivative | 6,000 | $0.00 Strike: $42.56 | $0.00 |
DisclosureSEC source: 0001209191-19-002611 · doc4.xml · derivative · entry 2 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2023-12-31 F1 · derivative.exercise_date: Stock Options will become exercisable 1/4 on the first anniversary of the date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. Read SEC document |
| June 30, 2017 Filed Jul 11, 2017 16:27 UTC | EBIX INC EBIX · Entity 12698 | Grantoption to purchase common stock · Derivative | 6,000 | $0.00 Strike: $53.90 | $0.00 |
DisclosureSEC source: 0001209191-17-044777 · doc4.xml · derivative · entry 2 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2022-06-30 F1 · derivative.exercise_date: Stock Options become exercisable 1/4 on the first anniversary of date of grant with the remaining options vesting ratably on the first day of each quarter over the next three years. Read SEC document |
| May 16, 2017 Filed May 18, 2017 15:57 UTC | Turning Point Brands, Inc. TPB · Entity 4660 | PurchaseCommon Stock | 3,000 | $15.59 | $46,770.00 |
DisclosureSEC source: 0001140361-17-021305 · form4.xml · nonDerivative · entry 1 HEBARD GEORGE · CIK 0001531843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: Weighted average purchase price. On 5/16/17, the reporting person purchased the shares within a range of $15.515 to $15.61. The reporting person will provide upon request by the Commission Staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. 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.