CPI Card CCO vests 4,361 RSUs, granted 1,988
Margaret O’Leary vested 4,361 RSUs from Aug. 29–31, converting them into common shares, with 1,255 withheld for taxes or exercise price at about $28.9.
Rhea-AI Filing Summary
CPI Card Group Inc. (PMTS) reported equity compensation activity for Chief Commercial Officer Margaret O’Leary. Over August 29–31, 2026, a total of 4,361 RSUs vested and were converted into the same number of common shares, with 1,255 shares delivered or withheld to cover exercise price or tax liabilities at prices around $28.83–$28.97 per share. O’Leary also received a new grant of 1,988 RSUs, scheduled to vest in three substantially equal installments on August 31, 2027, 2028, and 2029, subject to continued service. An additional 500 common shares are reported as held indirectly by her spouse.
Positive
- None.
Negative
- None.
Insider Trade Summary
4,361 shares exercised/converted
Exercise
11 txns
Insider
O'LEARY MARGARET
Role
Chief Commercial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F1, F5 | 2,592 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units F1, F6 | 1,988 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 2,592 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 746 | $28.97 | $22K |
| Exercise | Restricted Stock Units F1, F4 | 619 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 619 | -- | -- |
| Tax Withholding | Common Stock F2 | 178 | $28.83 | $5K |
| Exercise | Restricted Stock Units F1, F3 | 1,150 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 1,150 | -- | -- |
| Tax Withholding | Common Stock F2 | 331 | $28.83 | $10K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 4,903 contracts (Direct);
Common Stock — 33,370 shares (Direct);
Common Stock — 500 shares (Indirect, By Spouse)
Footnotes (6)
- F1. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.
- F2. Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting RSUs. Not an open market sale of securities.
- F3. This line reports RSUs that were awarded on the August 29, 2025 award date, which vested on the first anniversary of the award date. The remaining RSUs granted on the award date will vest in substantially equal installments on the second and third anniversaries 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.
- F4. This line reports RSUs that were awarded on the August 30, 2024 award date, which vested in substantially equal installments on the first and second anniversaries of the award date. The remaining RSUs granted on the award date will vest in a substantially equal installment 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.
- F5. This line reports the remaining RSUs that were awarded on the August 31, 2023 award date, which vested in substantially equal installments on the first, second and third anniversaries of the award date.
- F6. Represents a restricted stock unit award which vests in three substantially equal installments on August 31, 2027, 2028, and 2029, subject to the reporting person's continued service through such date or as otherwise provided for in the applicable award agreement.
Key Figures
RSUs vested and converted: 4,361 RSUs/common shares
Shares for exercise price or tax liabilities: 1,255 shares
Tax-withholding transaction price: $28.83 per share
+3 more
6 metrics
RSUs vested and converted
4,361 RSUs/common shares
Total RSUs that vested and converted to common stock over August 29–31, 2026
Shares for exercise price or tax liabilities
1,255 shares
Common shares delivered or withheld across code F transactions tied to RSU vesting
Tax-withholding transaction price
$28.83 per share
Code F transactions on August 29 and 30, 2026 for tax withholding
Exercise-price-or-tax-liability transaction price
$28.97 per share
Code F transaction on August 31, 2026 for exercise price or tax liability
New RSU grant
1,988 RSUs
Award vesting in three substantially equal installments on August 31, 2027, 2028, and 2029
Indirect holdings by spouse
500 shares
Common stock reported as held indirectly by spouse as of August 29, 2026
Key Terms
Restricted Stock Units, mandatory tax withholding requirement, substantially equal installments, continued service
4 terms
Restricted Stock Units financial
"Each restricted stock unit ("RSU") represents the right to receive one common"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
mandatory tax withholding requirement financial
"Shares withheld by Issuer to satisfy the mandatory tax withholding requirement"
substantially equal installments financial
"vested in substantially equal installments on the first, second and third"
continued service financial
"subject to the reporting person's continued service through such date"
FAQ
What did CPI Card Group Inc. (PMTS) disclose about Margaret O’Leary’s recent stock transactions?
Margaret O’Leary had 4,361 RSUs vest and convert into common stock between August 29 and 31, 2026, with 1,255 shares delivered or withheld to cover exercise price or tax liabilities, and received a new grant of 1,988 RSUs vesting through 2029.
How many RSUs vested for CPI Card Group Inc. (PMTS) executive Margaret O’Leary?
Over August 29–31, 2026, a total of 4,361 RSUs vested for Margaret O’Leary and were converted into 4,361 common shares of CPI Card Group Inc.
What new RSU award did CPI Card Group Inc. (PMTS) grant to Margaret O’Leary?
Margaret O’Leary received a new award of 1,988 RSUs, which will vest in three substantially equal installments on August 31, 2027, 2028, and 2029, subject to her continued service or the award agreement.
AI-generated analysis. How Rhea-AI works. Not financial advice.
