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PRTH Priority Technology Holdings, Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 1653558113 filings
Russell 2000
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PRTH at a glance

Priority Technology Holdings, Inc. (PRTH, SEC CIK 1653558) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), Priority Technology Holdings, Inc. (PRTH) reported revenue of $953.0 million (up 8.3% from FY2024) and net income of $55.7 million. Diluted EPS was $0.68.
  • As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Priority Technology Holdings, Inc. (PRTH) shares worth $50.9 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$953.0M
+8.3% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
25 funds
$50.9M · +2 vs prior quarter
Latest 8-K
Sep 21, 2026
Item 5.02 · Item 1.01 · Item 8.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Quarterly revenue $262.3M, up $22.4M or 9.4% YoY from $239.8M
  • Net income $9.9M vs $10.9M YoY; effective tax rate 27.7% vs 28.9%
  • Best segment Treasury Solutions revenue $60.5M, up 14.9%; Adjusted EBITDA $47.5M
  • Worst segment Payables Adjusted EBITDA $3.1M, down 17.5% from $3.8M
  • Cash $120.3M vs $50.6M; operating cash flow $55.3M vs $27.1M; investing outflow $203.0M
  • Outlook cash, operations, and revolving availability sufficient for at least 12 months; headwinds include lower rates and economic conditions

Risk Factors

  • No risk-factors section provided; supplied text begins with Item 2 and contains no disclosed risk-factor changes
  • Executive trading-plan risk: 600,000 shares subject to Sean Kiewiet’s Rule 10b5-1 plan through August 31, 2026
  • Equity dilution risk: 97,624 shares withheld during the quarter for employee tax obligations
  • Financing risk: Credit and Guaranty Agreement amended October 1, 2025 with additional 2025-2 incremental term financing
  • Operational transaction risk: August 18, 2025 securitization transferred payment receivables to Priority Finance SPV, LLC

AI summary of the PRTH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Sep 21, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Item 5.02 references “Treatment of Equity Awards” as the relevant compensatory arrangement
  • Equity-award treatment may affect executive retention, dilution, and compensation expense

Item 1.01: Entry into a Material Definitive Agreement

  • $8.05-per-share cash acquisition by Parent, entities controlled by CEO Thomas C. Priore, taking Priority Technology private
  • Supporting stockholders owning approximately 61.4% committed to vote for the merger and roll their shares into Parent equity

Item 8.01: Other Events

  • Merger Agreement executed September 18, 2026 with WD Capital Partners Parent Inc. and Merger Sub
  • Transaction remains subject to stockholder approval, regulatory approvals and other customary closing conditions

Item EX-99.1: Item EX-99.1

  • Investor group led by CEO Thomas Priore agreed to take Priority private for $8.05 cash per share
  • Offer implies approximately $1.6B enterprise value and premiums of 65% to November 7, 2025 and 38% to September 18, 2026
Filed Aug 26, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • PPS acquired Convenient Payments, LLC, expanding Priority’s payments platform through a wholly owned subsidiary
  • Upfront purchase price of $11.5 million, subject to transaction adjustments
Filed Aug 6, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Earnings call scheduled August 6, 2026 at 10:00 a.m. Eastern Time
  • Discussion covers Priority Commerce’s quarter ended June 30, 2026

Item 2.02: Results of Operations and Financial Condition

  • Section 2.02 furnishes earnings-related information under Exhibit 99.1, rather than formally filing it under Section 18
  • Exhibit 99.1 is not incorporated by reference into Securities Act registration statements

Item EX-99.1: Item EX-99.1

  • Q2 revenue $262.3M, up 9.4% YoY, with organic growth of 7.2%, confirming continued platform expansion
  • Adjusted EBITDA $59.4M, up 6.0%, while GAAP operating income fell 11.8% to $33.0M

AI summaries of PRTH 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Davis MariettaMOct 1, 2026-
Davis MariettaDOct 1, 2026$7.80
Favilla Christina MMOct 1, 2026-
CRISAFULLI MARC AMOct 1, 2026-
Main Clayton JamesMOct 1, 2026-
Main Clayton JamesMOct 1, 2026-
Favilla Christina MMOct 1, 2026-
Favilla Christina MDOct 1, 2026$7.80
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue-$879.7M$953.0M
Operating Income-$133.4M$141.2M
Net Income-$49.1M-$24.0M$55.7M
Op. Margin-15.2%14.8%
Net Margin--2.7%5.8%
Balance Sheet
Total Assets$1.6B$1.8B$2.4B
Equity--$166.8M-$100.4M
ROE-14.4%-55.5%
Per Share
EPS$-0.63$-0.31$0.68
Cash Flow
Operating CF-$85.6M$100.0M
CapEx$21.3M$21.7M$24.9M

Source: XBRL data in Priority Technology Holdings, Inc. (PRTH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate PRTH share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
PRTH shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202625$50.9M
Q1 202623$28.0M
Q4 202521$34.2M
Q3 202521$48.9M
Q2 202524$50.0M
Q1 202520$25.1M
Q4 202412$27.9M
Q3 20248$5.2M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 154 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

PRTH filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
4Oct 5, 2026--
4Oct 5, 2026--
4Oct 5, 2026--
4Oct 5, 2026--
4Oct 5, 2026--
4Sep 22, 2026--
8-KSep 21, 2026Analysis-
4Sep 16, 2026--
4Sep 16, 2026--
4Sep 16, 2026--
8-KAug 26, 2026Analysis-
8-KAug 6, 2026Analysis-
10-QAug 6, 2026Analysis
4Jul 23, 2026--
4Jul 23, 2026--
4Jul 23, 2026--
4Jul 23, 2026--
4Jul 23, 2026--
8-KJun 15, 2026Analysis-
8-KMay 11, 2026Analysis
10-QMay 11, 2026Analysis
4Apr 9, 2026--
4Apr 9, 2026--
4Apr 3, 2026--
4Apr 3, 2026--

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PRTH SEC filings: frequently asked questions

Which institutions hold PRTH stock?

As of June 30, 2026, the largest Priority Technology Holdings, Inc. (PRTH) holders among the 13F filers tracked by SignalX were BlackRock ($15.8 million), Vanguard Capital Management LLC ($8.1 million), Wells Fargo & Co ($4.4 million), State Street Corp ($3.8 million), Dimensional Fund Advisors ($3.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was PRTH's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Priority Technology Holdings, Inc. (PRTH) reported revenue of $953.0 million (up 8.3% from FY2024) and net income of $55.7 million. Diluted EPS was $0.68. The figures come from the XBRL data in the 10-K.

What did PRTH report in its latest 8-K?

Priority Technology Holdings, Inc. (PRTH) filed an 8-K on September 21, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 1.01 (Entry into a Material Definitive Agreement) and Item 8.01 (Other Events). Item 5.02 references “Treatment of Equity Awards” as the relevant compensatory arrangement.

What are the latest PRTH SEC filings?

Priority Technology Holdings, Inc. (PRTH) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 5, 2026.

What is PRTH's SEC CIK number?

Priority Technology Holdings, Inc. (PRTH)'s SEC Central Index Key (CIK) is 1653558. EDGAR lists every PRTH filing under that number.

Ask anything about PRTH

The research agent reads PRTH's filings, financials, insider trades and 13F holders, then answers with sources.

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