Home/Filings/4/0001181431-10-003502
4//SEC Filing

SUMMIT FINANCIAL SERVICES GROUP INC 4

Accession 0001181431-10-003502

CIK 0001261436operating

Filed

Jan 18, 7:00 PM ET

Accepted

Jan 19, 4:58 PM ET

Size

11.1 KB

Accession

0001181431-10-003502

Insider Transaction Report

Form 4
Period: 2010-01-14
LEEDS MARSHALL T
DirectorChief Executive Officer10% Owner
Transactions
  • Award

    Stock Option (right to buy)

    2010-01-14+2,800,0002,800,000 total
    Exercise: $0.50From: 2010-01-14Exp: 2019-12-31Common Stock (2,800,000 underlying)
  • Other

    Stock Option (right to buy)

    2010-01-145,600,0000 total
    Exercise: $0.25Exp: 2012-03-22Common Stock (5,600,000 underlying)
  • Award

    Deferred Stock

    2010-01-14+2,800,0002,800,000 total
    Common Stock (2,800,000 underlying)
Footnotes (4)
  • [F1]Represents options that were cancelled, in consideration, in part, for the issuance of options and deferred stock, as reported above. The options vested immediately upon issuance, in part, for services rendered by the reporting person as an officer and director of the Issuer.
  • [F2]Issued subject to shareholder approval of amendments to the Issuer's 2006 Incentive Compensation Plan (the "Plan"), to increase, among other things, the number of shares of Common Stock underlying the Plan. The options and the Deferred Stock were issued in consideration, in part, for the cancellation of the options described in note (1) above.
  • [F3]The options are immediately exercisable upon shareholder approval of the amendments to the Plan, as described above.
  • [F4]The Deferred Stock represents a contingent right to receive an equal number of shares of Common Stock. The Deferred Stock will vest ratably over a period of seven years. The Shares of Common Stock will be delivered to the reporting person upon the earlier to occur of: (i) December 31, 2019; (ii) change in control of the Issuer; or (iii) under certain circumstances, the reporting person's termination of employment with the Issuer.

Issuer

SUMMIT FINANCIAL SERVICES GROUP INC

CIK 0001261436

Entity typeoperating
IncorporatedFL

Related Parties

1
  • filerCIK 0001261436

Filing Metadata

Form type
4
Filed
Jan 18, 7:00 PM ET
Accepted
Jan 19, 4:58 PM ET
Size
11.1 KB