Every Form 4 that CPI Card Group Inc. (PMTS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow PMTS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PMTS filings page.
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.
CPI Card Group Inc. director Thomas Furey reported routine equity compensation activity. He received a grant of 2,164 restricted stock units that vest on the first anniversary of the March 31, 2026 award date, subject to continued service. Separately, 1,072 deferred RSUs from a March 31, 2025 award vested and were converted into 1,072 shares of common stock, bringing his direct common stock holdings to 14,629 shares.
CPI Card Group Inc. reported that Controller and Chief Accounting Officer Donna Abbey Carmignani received several equity-based awards. She was granted 1,352 restricted stock units (RSUs), 5,000 RSUs, and 4,964 phantom stock units, all tied to future vesting and, for phantom stock, performance metrics. In addition, 231 previously granted RSUs vested and converted into common shares; 67 of those shares were withheld at $14.51 per share to cover taxes. Following these transactions, she directly holds 10,348 shares of common stock.
CPI Card Group Inc. director Valerie Soranno Keating reported routine equity compensation activity involving restricted stock units. She received a grant of 2,164 RSUs, each representing one future common share, which vest on the first anniversary of the March 31, 2026 award date, subject to continued service or the award terms. She also exercised 1,072 deferred RSUs granted on March 31, 2025, converting them into 1,072 shares of common stock at no cash price. Following these transactions, she directly holds 33,426 shares of common stock and 2,164 RSUs that will settle in shares after vesting and upon separation from service.
CPI Card Group Inc. director Ravi Mallela reported equity compensation activity involving restricted stock units and common shares. On March 31, 2026, he received a grant of 2,164 restricted stock units, each representing one share of common stock, which vest on the first anniversary of the award date, subject to continued service or the applicable award terms.
On the same date, he also exercised 1,072 restricted stock units from an award granted on March 31, 2025, which vested on the 12‑month anniversary of that award. These units converted into 1,072 shares of common stock at a price of $0.00 per share, increasing his directly held common stock position to 8,130 shares. No open‑market buys or sells were reported; the transactions reflect stock-based compensation and the vesting and settlement of prior awards.
CPI Card Group Inc. director Lisa Oleson reported routine equity compensation and vesting activity. She 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 March 31, 2026 award date, subject to continued service.
On the same date, 1,072 RSUs from a prior March 31, 2025 award fully vested and were exercised into 1,072 shares of common stock at no cash exercise price. Following these transactions, Oleson directly owns 5,452 shares of CPI Card Group common stock.
CPI Card Group Inc. director Nicholas Peters reported routine equity compensation activity. He received a grant of 2,164 restricted stock units (RSUs), each representing one share of common stock upon vesting. These RSUs vest on the first anniversary of the March 31, 2026 award date, subject to continued service or the award agreement terms.
Peters also exercised 1,072 previously deferred RSUs awarded on March 31, 2025, converting them into 1,072 shares of common stock at a conversion price of $0.00. Following these transactions, he directly holds 44,629 shares of CPI Card Group common stock.
CPI Card Group Inc. President and CEO John Lowe exercised 6,469 Restricted Stock Units, receiving an equal number of common shares as part of his equity compensation. Following the transaction, he directly owns 58,921 common shares.
Of the shares issued upon RSU vesting, 2,846 common shares were withheld by the company at $14.19 per share to satisfy mandatory tax withholding, which is explicitly described as not an open market sale. The RSUs were granted on March 29, 2024, with 33.4% vesting on the first anniversary, 33.3% on the second, and the remaining 33.3% scheduled to vest on the third anniversary, subject to his continued service or the award terms.
CPI Card Group Inc. Chief Human Resources Officer Sonya Vollmer reported routine equity compensation activity involving restricted stock units. On March 29, 2026, 517 restricted stock units converted into 517 common shares upon vesting. To cover mandatory taxes, 126 common shares were withheld by the company at $14.19 per share, leaving her with 7,712 common shares held directly after the transactions. These events reflect standard RSU vesting, not open-market buying or selling.
CPI Card Group Inc. Chief Operating Officer Anntoinette Thompson exercised restricted stock units into common shares in a routine compensation-related transaction. On March 29, 2026, 717 restricted stock units converted into 717 common shares at an exercise price of $0.00 per share.
To cover mandatory tax withholding upon this RSU vesting, 211 common shares were withheld by the company at $14.19 per share, which was not an open-market sale. After these transactions, Thompson directly owned 8,219 shares of CPI Card Group Inc. common stock.
CPI Card Group Inc. Chief Commercial Officer Margaret O'Leary reported routine equity compensation activity involving restricted stock units and related tax withholding. She exercised RSUs into 970 shares of common stock, then had 279 shares withheld by the company to cover mandatory taxes, which the filing notes is not an open-market sale.
After these transactions, she directly holds 27,132 shares of common stock, and an additional 500 shares are held indirectly by her spouse. The RSUs were part of an award granted on March 29, 2024 that vests in three annual tranches, tied to her continued service.
CPI Card Group Inc. officer Donna Abbey Carmignani exercised 371 restricted stock units into common shares on March 29, 2026. To cover mandatory taxes at $14.19 per share, 104 common shares were withheld by the company, not sold in the market. She ended the transactions with 10,184 common shares held directly, a net increase of 267 shares from this routine compensation vesting.
CPI Card Group Inc. Chief Digital Officer Robert Michael Dixon reported routine equity compensation activity. On March 29, 2026, 242 restricted stock units converted into 242 shares of common stock at no exercise price as part of a scheduled vesting. The company withheld 73 shares at $14.19 per share to cover mandatory tax obligations, which was not an open-market sale. After these transactions, Dixon directly owned 7,717 shares of CPI Card Group common stock.
CPI Card Group Inc.'s interim chief financial officer, Terra Lee Grantham, exercised 404 restricted stock units, receiving the same number of common shares at a conversion price of $0.00 per share. To cover mandatory taxes on the RSU vesting, 114 common shares were withheld by the company at $14.19 per share, which is not an open-market sale. After these transactions, Grantham directly holds 14,954 common shares. The RSUs were part of an award granted on March 29, 2024, vesting over three years in three tranches of 33.4%, 33.3%, and 33.3%.
CPI Card Group Inc. disclosed a major share sale by investment funds managed by Parallel49 Equity. On December 4, 2025, these reporting persons sold 2,126,056 shares of common stock at $13.51 per share in a transaction coded as a sale.
The sale was made pursuant to Share Purchase Agreements between the reporting person and the purchasers dated December 4, 2025. Following this transaction, the reporting persons beneficially owned 2,687,921 shares of CPI Card Group common stock.
Of the shares sold, 1,336,922 were sold by Tricor Pacific Capital Partners (Fund IV), LP, which then held 1,690,238 shares, and 789,134 were sold by Tricor Pacific Capital Partners (Fund IV) US, LP, which then held 997,683 shares. Both Tricor funds are managed by Parallel49 Equity, ULC as general partner, and members of the investment committee disclaim beneficial ownership of the funds’ holdings.
CPI Card Group (PMTS) reported an insider open‑market purchase. The Non‑Executive Chairman and Director acquired 10,000 shares of common stock on 11/06/2025 at a weighted average price of $14.1999 (price range $14.12–$14.20), coded “P” for a purchase.
Following this transaction, the reporting person beneficially owns 51,457 shares, held directly. The filing notes the weighted‑average pricing and that detailed trade‑by‑trade prices within the stated range are available upon request.
CPI Card Group (PMTS) reported an insider equity transaction by its Chief Information Officer. On 10/31/2025, 4,653 restricted stock units (RSUs) vested and were settled into common stock (Code M). To cover taxes, 1,338 shares were withheld by the issuer at a price of $15.64 (Code F), leaving 3,315 shares beneficially owned directly after the transactions.
The filing also shows 9,300 RSUs remaining beneficially owned. Per the award terms, 33.4% of the October 31, 2024 RSU grant vested on its first anniversary, with 33.3% scheduled to vest on each of the second and third anniversaries, subject to continued service or as otherwise provided in the award agreement.
CPI Card Group (PMTS) reported an insider equity transaction by its Chief Legal/Compliance Officer. On 10/31/2025, 3,489 common shares were acquired upon RSU vesting (code M), and 1,004 shares were withheld (code F) at $15.64 to cover taxes. Following these transactions, 2,485 common shares were beneficially owned directly. RSUs outstanding after the event were 6,976. The award granted on 10/31/2024 vests 33.4% after one year, then 33.3% annually over the next two years.