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. 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. filed an initial ownership report for Chief Digital Officer Robert Michael Dixon. The Form 3 shows his direct holdings of company equity, including common stock, stock options and multiple restricted stock unit (RSU) awards.
Each RSU represents the right to receive one common share upon vesting. The footnotes explain that these RSU grants generally vest over three years in tranches of 33.4%, 33.3% and 33.3%, subject to his continued service or the terms of the applicable award agreements. One line shows 7,548 shares of common stock held directly as of the reported date.
CPI Card Group Inc. provides physical and digital payment card solutions to U.S. financial institutions, fintechs, prepaid program managers and other sectors such as healthcare and government. It focuses on debit and credit card production, personalization, SaaS-based instant issuance and eco-focused and metal card options.
The company highlights growth in contactless and eco-focused cards, its Card@Once® instant issuance platform with about 14,000 active installations as of December 31, 2025, and the May 2025 acquisition of Arroweye to add fully integrated, on-demand card production. One customer represented about 16% of 2025 revenue and more than half of revenue came from the top 10 customers.
CPI outlines extensive risk factors, including economic downturns, inflation, supply-chain and tariff pressures, cybersecurity threats, technology shifts toward digital payments and artificial intelligence, high customer concentration, substantial indebtedness maturing in 2029, and evolving ESG and data privacy expectations. As of December 31, 2025, CPI employed approximately 1,700 people across U.S. facilities totaling about 500,000 square feet.
CPI Card Group Inc. reported strong fourth quarter 2025 results and mixed full-year performance, alongside a new segment structure and 2026 outlook. Fourth quarter revenue rose 22% to $153.1 million, with net income up 9% to $7.4 million and Adjusted EBITDA up 34% to $29.4 million.
For 2025, revenue grew 13% to $543.5 million, while net income declined 23% to $15.0 million or $1.25 diluted EPS, reflecting Arroweye acquisition and integration costs and a higher tax rate. Full-year Adjusted EBITDA increased 5% to $96.5 million, and operating cash flow improved to $59.5 million, generating Free Cash Flow of $41.3 million.
The company closed 2025 with $21.7 million of cash, $265 million of 10% senior secured notes due 2029, and $25 million drawn on its ABL revolver, for a Net Leverage Ratio of 3.1x. It implemented a new three-unit operating and reporting structure and projects high single-digit revenue growth and low-to-mid single-digit Adjusted EBITDA growth in 2026, led by more than 15% targeted revenue growth in its Integrated Paytech segment.
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.
CPI Card Group Inc. announced that Chief Financial Officer Jeffrey Hochstadt has ceased serving as CFO effective February 13, 2026, and will remain with the company in an advisory role through June 30, 2026 to support the transition. After his departure, he will be eligible for severance under the company’s existing U.S. Executive Severance and Change in Control Guidelines, as previously described in its 2025 proxy statement.
The company also appointed Terra Grantham, age 55 and currently Senior Vice President, Enterprise Strategy and Growth, as Interim Chief Financial Officer effective February 13, 2026, in addition to her current responsibilities. She is a long-time internal executive with over 25 years of experience in senior finance, strategy, and product roles. There are no family relationships or related-party transactions disclosed, and as of this filing date there have been no material changes to her existing compensation in connection with the interim CFO appointment.
CPI Card Group Inc. received an updated ownership report on its common stock from investment firm Parallel49 Equity, ULC and its affiliated Tricor Pacific funds. Following share sales, the reporting group now beneficially owns 2,687,921 shares of common stock, representing 23.6% of the class based on 11,387,538 shares outstanding as of October 28, 2025. All of these shares are held through Tricor Pacific Capital Partners (Fund IV), Limited Partnership and Tricor Pacific Capital Partners (Fund IV) US, Limited Partnership, with shared voting and dispositive power.
Tricor Pacific Capital Partners (Fund IV) now reports 1,690,238 shares, or 14.8% of the class, while Tricor Pacific Capital Partners (Fund IV) US holds 997,683 shares, or 8.8%. The filing notes that the current beneficial ownership reflects the sale of an aggregate 2,126,056 shares of CPI Card Group common stock by the Tricor funds under Share Purchase Agreements dated December 4, 2025.
CPI Card Group Inc. disclosed the initial holdings of a director-related investor. The filing reports indirect beneficial ownership of 2,176,056 shares of common stock, all held by Tricor PMT25 Holdings Inc., a wholly owned subsidiary of Tricor Pacific Capital Inc. Tricor is described as a family office investing on behalf of Roderick R. Senft and two family trusts. Voting and investment decisions for these shares are made by or at the direction of Tricor’s board of directors, which includes Mr. Senft and five other members. The filing notes that Mr. Senft disclaims beneficial ownership of the shares.