CPI Card Group CFO reports equity holdings
CPI Card Group Inc. executive Grantham Terra Lee, Interim Chief Financial Officer, reports existing equity interests in the company.
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Form Type
3
Rhea-AI Filing Summary
CPI Card Group Inc. executive Grantham Terra Lee, Interim Chief Financial Officer, reports existing equity interests in the company. The holdings include common stock, stock options and restricted stock units, all shown as directly owned as of February 13, 2026.
The report lists 14,664 shares of common stock held directly. It also details multiple stock option grants and restricted stock units, where each RSU represents the right to receive one common share upon vesting. The RSUs generally vest in three annual installments, conditioned on continued service according to the award terms.
Insider Trade Summary
15 transactions reported
Mixed
15 txns
Insider
Grantham Terra Lee
Role
Interim Chief Financial Off.
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option (Right to Buy) — 6,429 contracts (Direct);
Restricted Stock Units — 7,976 contracts (Direct);
Common Stock — 14,664 shares (Direct)
Footnotes (15)
- F1. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.
- F2. This option vested in three substantially equal annual installments beginning on September 25, 2018.
- F3. This option vested in two equal annual installments beginning on September 21, 2022.
- F4. This option vested in two equal annual installments beginning on March 31, 2024.
- F5. This option vested in two equal annual installments beginning on May 31, 2024.
- F6. This option vested in two equal annual installments beginning on August 31, 2024.
- F7. This option vested in two equal annual installments beginning on November 30, 2024.
- F8. This line reports RSUs awarded on March 29, 2024, of which 33.4% vested on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F9. This line reports RSUs awarded on May 31, 2024, of which 33.4% vested on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F10. This line reports RSUs awarded on August 30, 2024, of which 33.4% vested on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F11. This line reports RSUs awarded on November 29, 2024, of which 33.4% vested on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F12. This line reports RSUs awarded on March 29, 2025, of which 33.4% will vest on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F13. This line reports RSUs awarded on May 30, 2025, of which 33.4% will vest on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F14. This line reports RSUs awarded on August 29, 2025, of which 33.4% will vest on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
- F15. This line reports RSUs awarded on November 25, 2025, of which 33.4% will vest on the first anniversary of the award date, 33.3% will vest on the second anniversary of the award date, and the remaining 33.3% will vest on the third anniversary of the award date, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does CPI Card Group (PMTS) disclose about Grantham Terra Lee’s role?
Grantham Terra Lee is identified as an officer of CPI Card Group Inc., serving as Interim Chief Financial Officer. This position typically involves oversight of financial reporting, capital structure, and internal controls for the company.
What common stock does Grantham Terra Lee hold in CPI Card Group (PMTS)?
The report shows Grantham Terra Lee directly holding 14,664 shares of common stock of CPI Card Group Inc. This position reflects existing ownership as of February 13, 2026, separate from any stock options or restricted stock units listed.
How are restricted stock units for CPI Card Group (PMTS) structured in this report?
Each restricted stock unit (RSU) represents the right to receive one common share upon vesting. Several RSU awards vest in three annual installments of 33.4%, 33.3%, and 33.3%, contingent on continued service or award agreement provisions.
What vesting schedules apply to CPI Card Group (PMTS) stock options here?
The stock options described vest over time in scheduled installments. One option grant vested in three substantially equal annual installments starting September 25, 2018, while others vested in two equal annual installments beginning on specified 2022 and 2024 dates.
Are CPI Card Group (PMTS) RSU awards in this report service-based?
Yes. The RSU awards vest over three years, with 33.4%, 33.3%, and 33.3% tranches. Vesting is subject to the reporting person’s continued service or as otherwise provided in the applicable award agreements referenced in the footnotes.
What securities types are listed for Grantham Terra Lee in CPI Card Group (PMTS)?
The report lists three security types: Common Stock, Stock Option (Right to Buy), and Restricted Stock Units. All are shown as directly owned, with options and RSUs governed by specific vesting schedules described in the accompanying footnotes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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