Welcome to our dedicated page for CPI Card Group SEC filings (Ticker: PMTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The CPI Card Group Inc. (Nasdaq: PMTS) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed information about CPI’s financial condition, capital structure, and significant corporate events related to its role as a payments technology company focused on payment cards and digital solutions.
CPI uses Form 8-K filings to report material events such as quarterly earnings releases, conference call presentations, amendments to its asset-based revolving credit facility, and actions involving its senior secured notes. For example, one Form 8-K describes an amendment that increased the available borrowing capacity under the company’s ABL Revolver, while another notes a notice of redemption for a portion of its 10% senior secured notes due 2029. Other 8-K filings furnish press releases and slide presentations that discuss segment performance in Debit and Credit and Prepaid Debit, along with commentary on tariffs, sales mix, and investments in secure card production facilities.
On Stock Titan, users can review CPI’s 10-K annual reports and 10-Q quarterly reports when available, alongside Form 4 insider transaction reports and proxy materials, to build a fuller picture of the company’s governance, compensation practices, and ownership dynamics. The platform’s AI-powered tools summarize lengthy filings, highlight key sections, and help explain complex topics such as non-GAAP measures, leverage metrics, and credit agreements in more accessible language.
By combining real-time updates from EDGAR with AI-generated insights, this page helps investors and researchers quickly locate CPI Card Group’s official disclosures on earnings, financing arrangements, acquisitions, and other material developments that shape its position in the payments and card services market.
CPI Card Group Inc. director and non-executive chairman Riley H. Sanford reported equity compensation activity involving restricted stock units and common shares. On March 31, 2026, Sanford received a grant of 2,164 restricted stock units (RSUs), each representing one share of common stock, which vest on the first anniversary of the award date, subject to continued service or the award terms.
On the same date, 1,072 deferred RSUs that were originally awarded on March 31, 2025 vested after 12 months and were exercised into 1,072 shares of common stock. Following these transactions, Sanford directly holds 253,438 shares of CPI Card Group common stock. These entries reflect routine equity compensation grants and vesting, not open-market purchases or sales.
CPI Card Group Inc. director Marc Sheinbaum reported equity compensation activity involving restricted stock units (RSUs) and common shares. On March 31, 2026, he received a grant of 2,164 RSUs, each representing one share of common stock, which vest on the first anniversary of the award date, subject to continued service or the award agreement terms.
He also exercised 1,072 previously awarded deferred RSUs from the March 31, 2025 grant, which had vested after 12 months. These RSUs converted into 1,072 shares of common stock at no exercise price, bringing his directly held common stock position to 18,508 shares after the transactions.
CPI Card Group Inc. Chief Technology Officer Ernesto Boada reported compensation-related equity activity. He received a grant of 3,635 restricted stock units, each representing one common share, scheduled to vest in three substantially equal installments on March 31, 2027, 2028, and 2029, subject to continued service.
Boada was also granted 13,350 shares of phantom stock, economically equivalent to common stock and scheduled to vest shortly after December 31, 2028, settling in cash based on average closing price and performance metrics. In addition, 577 RSUs granted earlier vested and were converted into 577 common shares, with 166 of those shares withheld at $14.51 per share to cover mandatory tax obligations, leaving him with 4,161 common shares held directly.
CPI Card Group Inc. Chief Digital Officer Robert Michael Dixon reported routine equity compensation and a small related tax withholding. He received a grant of 2,596 restricted stock units, each representing one common share upon vesting. He also received 9,535 shares of phantom stock, economically equivalent to common stock and scheduled to vest and settle in cash after December 31, 2028, based on average share price and performance metrics.
Dixon exercised 288 previously awarded RSUs into 288 shares of common stock. Of these, 87 shares valued at $14.51 per share were withheld by the company to satisfy mandatory tax obligations, which is not an open-market sale. Following these transactions, he directly holds 7,918 shares of common stock.
CPI Card Group Inc.’s Chief Legal/Compliance Officer Darren Dragovich received new equity-based compensation and had prior awards vest. He was granted 2,594 restricted stock units, each representing one future common share, vesting in three equal installments on March 31, 2027, 2028, and 2029, subject to continued service.
He also received 9,527 phantom stock units, each economically equivalent to one common share, scheduled to vest shortly after December 31, 2028 and settle in cash based on average closing prices and performance metrics. In addition, 433 RSUs from a 2025 award vested and converted into 433 common shares, and 125 shares were withheld at $14.51 per share to satisfy mandatory tax withholding, leaving him with 3,119 common shares held directly. The tax withholding is not an open‑market sale.
CPI Card Group interim CFO Terra Lee Grantham reported multiple equity compensation events. She received 2,055 restricted stock units, which each convert into one common share upon vesting, plus 7,549 phantom stock units that will vest around December 31, 2028 and settle in cash based on share price and performance metrics. She also exercised 296 RSUs into 296 common shares, with 86 of those shares withheld by the company at $14.51 per share to cover mandatory taxes, leaving her with 15,164 common shares directly held. A footnote also corrects prior vesting dates disclosed in her earlier Form 3.
CPI Card Group Inc. Chief Commercial Officer Margaret O'Leary received new equity-based compensation and reported related share movements. She was granted 3,791 restricted stock units, each convertible into one common share upon vesting, and 13,922 phantom stock units economically equivalent to common stock and settling in cash based on performance and average share price around late 2028.
O'Leary also exercised 633 restricted stock units into common stock. Of the resulting shares, 182 common shares at $14.51 were withheld by the company to cover mandatory tax obligations, which is not an open-market sale. Following these transactions, she directly holds 27,583 common shares and has an additional 500 shares reported as indirectly owned through her spouse.
CPI Card Group Inc. Chief Operating Officer Anntoinette Thompson reported equity compensation and related share movements. She received 3,791 restricted stock units (RSUs), each representing one common share, which vest in three substantially equal installments on March 31, 2027, 2028, and 2029, subject to continued service.
Thompson was also granted 13,922 phantom stock units, economically equivalent to common shares and scheduled to vest shortly after December 31, 2028. These will settle in cash based on the average closing price during the last month of the performance period and achievement of specified performance metrics.
On the same date, 633 RSUs vested and were converted into 633 common shares, increasing her direct common stock holdings, while 186 shares were withheld at $14.51 per share to satisfy mandatory tax obligations. After these transactions, she directly held 8,666 shares of common stock.
CPI Card Group Inc. reported routine equity compensation activity for Chief Human Resources Officer Sonya Vollmer. She received 2,077 restricted stock units, each convertible into one common share upon vesting, and 7,628 phantom stock units that are economically equivalent to common shares and settle in cash based on performance and average closing price.
Vollmer also exercised 355 restricted stock units into 355 common shares. Of these, 87 shares were withheld by the company at $14.51 per share to cover mandatory tax obligations, leaving her with 7,980 common shares directly held after the transactions.
CPI Card Group Inc. President and CEO John Lowe reported routine equity compensation and related transactions in company securities. On March 31, 2026, he received 31,163 restricted stock units (RSUs), each representing one share of common stock upon vesting, and 114,431 shares of phantom stock, each economically equivalent to one common share and payable in cash based on future performance and stock price.
He also exercised 4,793 RSUs into the same number of common shares, increasing his direct common stock holdings, and 2,108 common shares were withheld by the company at $14.51 per share solely to satisfy mandatory tax obligations, which was not an open‑market sale. After these transactions, he directly held 61,606 shares of common stock, plus unvested RSUs and phantom stock awards that vest over future years if service and performance conditions are met.