Form 4 for PLUS EPLUS INC
Accepted 2024-01-03 00:00:00 ET · period of report 2023-12-29 · accession 0001022408-24-000004 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2024-01-03 | 2023-12-29 | PLUS | BOWEN BRUCE M | Dir | G - Gift | $0.00 | -5,000 | 9,758 | -34% | $0 |
| I | 2024-01-03 | 2023-12-29 | PLUS | BOWEN BRUCE M | Dir | J - Other | $0.00 | +2,531 | 12.3K | +26% | $0 |
| 2024-01-03 | 2023-12-29 | PLUS | BOWEN BRUCE M | Dir | J - Other | $0.00 | -2,531 | 2,379 | -52% | $0 | |
| 2024-01-03 | 2024-01-02 | PLUS | BOWEN BRUCE M | Dir | A - Grant | $0.00 | +268 | 2,647 | +11% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-12-29 | G | D | 2,500 | $0.00 | 10,700 | I | — | — | |
| 2 | Common | Common Stock | 2023-12-29 | G | D | 2,500 | $0.00 | 9,758 | I By Bowen Holdings LLC | — | — | (F3) Ownership has been updated to reflect the transfer of 2,500 shares of common stock from Bowen Holdings LLC into a charitable donor advised fund. |
| 3 | Common | Common Stock | 2023-12-29 | J | A | 2,531 | $0.00 | 12,258 | I By Bruce Montague Bowen Trust | — | — | (F1) On December 29, 2023, the reporting person transferred 2,531 shares of ePlus inc. common stock from an account owned by the reporting person to the Bruce Montague Bowen Trust for no consideration. The reporting person is trustee of the trust, and the reporting person is the sole beneficiary of the trust. The reporting person remains the beneficial owner of the securities held by the trust. (F2) Ownership has been updated to reflect the transfer of 2,500 shares of common stock from the Bruce Montague Bowen Trust into a charitable donor advised fund. |
| 4 | Common | Common Stock | 2023-12-29 | J | D | 2,531 | $0.00 | 2,379 | D By Bruce Montague Bowen Trust | — | — | (F1) On December 29, 2023, the reporting person transferred 2,531 shares of ePlus inc. common stock from an account owned by the reporting person to the Bruce Montague Bowen Trust for no consideration. The reporting person is trustee of the trust, and the reporting person is the sole beneficiary of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
| 5 | Common | Common Stock | 2024-01-02 | A | A | 268 | $0.00 | 2,647 | D | — | — | (F4) On January 2, 2024, the reporting person was issued 268 shares of common stock (the "Shares"). The Shares were issued pursuant to the reporting person's election to receive the Shares in lieu of cash compensation as permitted under the ePlus' 2017 Non-Employee Director Long Term Incentive Plan. |