Last 12 months
Inside the activity.
12 purchase rows · 8 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 2 | 0 |
| May 2026 | 4 | 1 |
| Jun 2026 | 1 | 0 |
| Jul 2026 | 1 | 0 |
| Aug 2026 | 4 | 7 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 14, 2023 Filed Sep 15, 2023 12:02 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
PurchaseCommon Stock | 375 | $48.90 | $18,337.50 |
DisclosureSEC source: 0001964333-23-000199 · wk-form4_1694779367.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,510 Read SEC document |
| September 13, 2023 Filed Sep 13, 2023 19:21 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 500 | $48.73 | $24,362.50 |
DisclosureSEC source: 0001964333-23-000193 · wk-form4_1694632879.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,000 Read SEC document |
| September 13, 2023 Filed Sep 13, 2023 19:15 UTC |
Riojas Jose DavidDirector
|
PurchaseCommon Stock | 1,000 | $48.66 | $48,660.00 |
DisclosureSEC source: 0001964333-23-000191 · wk-form4_1694632504.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 13:27 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
PurchaseCommon Stock | 625 | $48.10 | $30,062.50 |
DisclosureSEC source: 0001964333-23-000197 · wk-form4_1694698013.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,135 Read SEC document |
| September 13, 2023 Filed Jan 15, 2025 21:15 UTC Amendment |
Riojas Jose DavidDirector
|
PurchaseCommon Stock | 1,000 | $48.66 | $48,660.00 |
DisclosureSEC source: 0001964333-25-000002 · wk-form4a_1736975727.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 12,600 F1 · balance_after: The reporting person inadvertently reported the acquisition of 1,000 shares of common stock on September 13, 2023 in his direct holdings. That transaction actually occurred with respect to the Jose and Susan Riojas Joint Revocable Trust, and this Form 4 reflects the reporting person's correct direct and indirect holdings after the transaction on September 13, 2023. Read SEC document |
| September 12, 2023 Filed Sep 12, 2023 21:12 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 2,000 | $49.63 | $99,264.00 |
DisclosureSEC source: 0001964333-23-000189 · wk-form4_1694553114.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,500 Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 19:33 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 5,000 | $49.68 | $248,412.00 |
DisclosureSEC source: 0001964333-23-000195 · wk-form4_1694633573.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust Disclosed balance after: 163,539 Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 18:03 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
PurchaseCommon Stock | 1,000 | $48.69 | $48,690.00 |
DisclosureSEC source: 0001964333-23-000187 · wk-form4_1694541804.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,510 Read SEC document |
| September 08, 2023 Filed Sep 8, 2023 16:11 UTC |
Anderson Mark GuthrieDirector
|
PurchaseCommon Stock | 2,400 | $50.00 | $120,000.00 |
DisclosureSEC source: 0001964333-23-000185 · wk-form4_1694189504.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 Read SEC document |
| September 06, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 50 | $51.32 | $2,566.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 9 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,996 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| September 06, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 100 | $51.32 | $5,132.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 7 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,112 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| September 06, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 50 | $51.32 | $2,566.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 9 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 19:39 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 1,250 | $49.93 | $62,406.25 |
DisclosureSEC source: 0001964333-23-000183 · wk-form4_1693597183.xml · nonDerivative · entry 2 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,500 Read SEC document |
| August 31, 2023 Filed Aug 31, 2023 17:03 UTC |
Riojas Jose DavidDirector
|
PurchaseCommon Stock | 1,000 | $51.34 | $51,340.00 |
DisclosureSEC source: 0001964333-23-000181 · wk-form4_1693501380.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 11,600 Read SEC document |
| August 30, 2023 Filed Aug 30, 2023 14:57 UTC |
Carosi Nicholas IIIDirector
|
PurchaseCommon Stock | 400 | $49.90 | $19,960.00 |
DisclosureSEC source: 0001964333-23-000179 · wk-form4_1693421818.xml · nonDerivative · entry 1 Carosi Nicholas III · CIK 0001546069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,440 Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 18:56 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 1,500 | $49.53 | $74,295.00 |
DisclosureSEC source: 0001964333-23-000177 · wk-form4_1693421758.xml · nonDerivative · entry 2 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 80,660 Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 18:56 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 1,500 | $49.53 | $74,295.00 |
DisclosureSEC source: 0001964333-23-000177 · wk-form4_1693421758.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,580 Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 19:39 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 150 | $49.25 | $7,387.50 |
DisclosureSEC source: 0001964333-23-000183 · wk-form4_1693597183.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by McLaughlin Ryder Investments, Inc., an affiliated company Disclosed balance after: 900 Read SEC document |
| August 21, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 200 | $52.77 | $10,554.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 8 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 200 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 21, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 50 | $52.77 | $2,638.50 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 6 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,012 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 21, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 200 | $52.77 | $10,554.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 8 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 915 Underlying: Common Stock · 200 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 100 | $52.93 | $5,293.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 7 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,746 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 100 | $52.88 | $5,288.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 6 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,646 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 100 | $52.88 | $5,288.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 5 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,962 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 100 | $52.93 | $5,293.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 7 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 100 | $52.88 | $5,288.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 6 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| July 14, 2023 Filed Jan 23, 2024 20:58 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
GrantPhantom Stock · Derivative | 5 | $53.63 | $268.15 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 3 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147 Underlying: Common Stock · 5 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| July 14, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 20 | $53.63 | $1,072.60 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 5 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,546 Underlying: Common Stock · 20 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| July 14, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 50 | $53.63 | $2,681.50 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 4 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,862 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| July 14, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 10 | $53.63 | $536.30 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 5 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| June 28, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 100 | $63.02 | $6,302.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 3 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,812 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 14:03 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 1,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-23-000144 · wk-form4_1685973790.xml · derivative · entry 3 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,440 shares Expires 2023-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 3, 2019, the reporting person was granted 1,440 restricted stock units, vesting on June 3, 2023, assuming continued service at that time. F2 · derivative.expiration_date: On June 3, 2019, the reporting person was granted 1,440 restricted stock units, vesting on June 3, 2023, assuming continued service at that time. Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 14:03 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
Tax withholdingCommon Stock | 570 | $82.00 | $46,740.00 |
DisclosureSEC source: 0001964333-23-000144 · wk-form4_1685973790.xml · nonDerivative · entry 2 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,510 Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 14:03 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
Exercise / conversionCommon Stock | 1,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-23-000144 · wk-form4_1685973790.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 18, 2023 Filed Jan 23, 2024 20:58 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
GrantPhantom Stock · Derivative | 127 | $75.01 | $9,526.27 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 2 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,142 Underlying: Common Stock · 127 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 18, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 43 | $75.02 | $3,225.86 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 4 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,526 Underlying: Common Stock · 43 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 18, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 30 | $75.02 | $2,250.60 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 2 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,712 Underlying: Common Stock · 30 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 18, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
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GrantPhantom Stock · Derivative | 50 | $75.02 | $3,751.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 4 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 02, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
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GrantPhantom Stock · Derivative | 50 | $80.00 | $4,000.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 3 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,483 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 02, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
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GrantPhantom Stock · Derivative | 200 | $79.02 | $15,804.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 2 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,433 Underlying: Common Stock · 200 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 02, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
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GrantPhantom Stock · Derivative | 50 | $80.00 | $4,000.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 3 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 02, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
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GrantPhantom Stock · Derivative | 200 | $79.02 | $15,804.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405 Underlying: Common Stock · 200 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| April 27, 2023 Filed Jan 23, 2024 20:58 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
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GrantPhantom Stock · Derivative | 25 | $81.51 | $2,037.75 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,015 Underlying: Common Stock · 25 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| April 27, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
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GrantPhantom Stock · Derivative | 3 | $81.52 | $244.56 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,233 Underlying: Common Stock · 3 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| April 27, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
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GrantPhantom Stock · Derivative | 67 | $81.52 | $5,461.84 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 1 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,682 Underlying: Common Stock · 67 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| April 27, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
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GrantPhantom Stock · Derivative | 5 | $81.52 | $407.60 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205 Underlying: Common Stock · 5 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.