Esquire Financial (ESQ) director exercises 20,000 options, uses 1,902 shares for costs
Rhea-AI Filing Summary
Esquire Financial Holdings, Inc. director Anthony Coelho exercised stock options for 20,000 shares of common stock on August 7, 2026 at an exercise price of $12.50 per share. In connection with this exercise, 1,902 shares of common stock were delivered or withheld for payment of exercise price or tax liability at $131.38 per share. The stock options exercised were fully vested. Following these transactions, Coelho reported indirect holdings of 12,910 shares of common stock held by a trust and 36,000 shares held by an IRA, with portions of his reported common stock position consisting of restricted stock that vests in full or in installments between December 2024 and December 2027.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 18,098 shares
Net Buy
5 txns
Insider
Coelho Anthony
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Options F7 | 20,000 | $0.00 | $0.00 |
| Exercise | Common Stock F1, F2, F3, F4, F5, F6 | 20,000 | $12.50 | $250K |
| Exercise Price or Tax Liability | Common Stock F1, F2, F3, F4, F5, F6 | 1,902 | $131.38 | $250K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Options — 0 shares (Direct);
Common Stock — 67,365 shares (Direct);
Common Stock — 12,910 shares (Indirect, By Trust);
Common Stock — 36,000 shares (Indirect, By IRA)
Footnotes (7)
- F1. Includes shares of restricted stock which vest 100% on December 10, 2026.
- F2. Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.
- F3. Includes shares of restricted stock which vest in three equal annual installments commencing on December 9, 2025.
- F4. Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2026.
- F5. Includes shares of restricted stock which vest in three equal annual installments commencing on December 3, 2027.
- F6. Includes shares of restricted stock which vest in three equal annual installments commencing on December 15, 2027.
- F7. Stock options are fully vested.
Key Figures
Options Exercised: 20,000 shares
Option Exercise Price: $12.50 per share
Shares Delivered/Withheld: 1,902 shares
+3 more
6 metrics
Options Exercised
20,000 shares
Stock options exercised for common stock on August 7, 2026
Option Exercise Price
$12.50 per share
Exercise price of stock options converted into common stock
Shares Delivered/Withheld
1,902 shares
Shares delivered or withheld for payment of exercise price or tax liability
Delivery/Withholding Price
$131.38 per share
Price used for shares delivered or withheld in code F transaction
Indirect Holdings by Trust
12,910 shares
Common stock held indirectly by trust after transactions
Indirect Holdings by IRA
36,000 shares
Common stock held indirectly by IRA after transactions
Key Terms
Stock Options, restricted stock, IRA, By Trust, +1 more
5 terms
Stock Options financial
"Stock Options are fully vested and were exercised for common stock."
Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.
restricted stock financial
"Includes shares of restricted stock which vest in full or installments."
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
IRA financial
"Common Stock held indirectly with nature of ownership described as By IRA."
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
By Trust financial
"Common Stock held indirectly with nature of ownership described as By Trust."
exercise price or tax liability financial
"Payment of exercise price or tax liability by delivering or withholding securities."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Esquire Financial (ESQ) director Anthony Coelho report in this Form 4?
Anthony Coelho reported exercising 20,000 stock options for Esquire Financial common stock on August 7, 2026. He received 20,000 shares, with 1,902 shares delivered or withheld to cover the option exercise price or related tax liability.
How many Esquire Financial (ESQ) stock options did Anthony Coelho exercise and at what price?
Anthony Coelho exercised 20,000 stock options for Esquire Financial common stock at an exercise price of $12.50 per share. These options were fully vested at the time of exercise and converted into an equivalent number of common shares.
What are Anthony Coelho’s indirect Esquire Financial (ESQ) holdings after the reported transactions?
After the reported transactions, Anthony Coelho reported indirect ownership of 12,910 shares of Esquire Financial common stock held by a trust and 36,000 shares held by an IRA, in addition to directly held shares referenced in the Form 4.
Do Anthony Coelho’s Esquire Financial (ESQ) holdings include restricted stock?
Yes. Coelho’s reported common stock holdings include restricted stock that vests fully on December 10, 2026 or in three equal annual installments beginning on various dates from December 16, 2024 through December 15, 2027, subject to the applicable award terms.
Were the Esquire Financial (ESQ) stock options exercised by Anthony Coelho already vested?
The 20,000 stock options exercised by Anthony Coelho were fully vested at the time of exercise. A related footnote specifies that the stock options were fully vested prior to or as of the reported transaction date.