CPI Card Group Inc. filings document formal disclosures for a payments technology company serving U.S. card issuers, processors, fintechs and prepaid program managers. Form 8-K reports furnish quarterly and annual earnings releases, Regulation FD presentations, segment realignment information and updates tied to the company's payment card, instant issuance, digital solutions and prepaid activities.
The filing record also includes governance and capital-structure matters. The definitive proxy statement covers board matters, executive compensation, equity awards and shareholder voting items, while material-event filings describe executive transitions, amendments to the company's asset-based revolving credit facility, senior secured note redemptions and related debt obligations.
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.