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NYSE · USD

MCB

Metropolitan Bank Holding Corp.

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Tapewire entity
4894
SEC CIK
0001476034
Parsed reports
405

Last 12 months

Inside the activity.

2 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202607
Feb 202600
Mar 202610
Apr 202600
May 202601
Jun 202605
Jul 202611
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 01, 2022 Filed Mar 3, 2022 20:44 UTC Tax withholdingCommon Stock 412 $96.35 $39,696.20
Disclosure

SEC source: 0001567619-22-006212 · doc1.xml · nonDerivative · entry 1

Berrios Dixiana M · CIK 0001820056 · EVP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,828

F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

F2 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

Read SEC document
February 28, 2022 Filed Mar 2, 2022 16:32 UTC
Lublin ScottEVP and CLO
GrantCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-006076 · doc1.xml · nonDerivative · entry 1

Lublin Scott · CIK 0001742369 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,186

F4 · shares: On May 3, 2021 the reporting person was granted 30,000 restricted stock units which vests at a rate of 33% per year commencing on February 28, 2022, subject to the satisfaction of certain performance criteria. The performance criteria for the fiscal year ended December 31, 2021 were met, resulting in the vesting of 10,000 restricted stock units.

F1 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F2 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

F3 · balance_after: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

Read SEC document
February 28, 2022 Filed Mar 2, 2022 21:31 UTC
DeFazio Mark RDirector · President and CEO
GrantCommon Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-006074 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,755

F7 · shares: On May 3, 2021 the reporting person was granted 60,000 restricted stock units which vests at a rate of 33% per year commencing on February 28, 2022, subject to the satisfaction of certain performance criteria. The performance criteria for the fiscal year ended December 31, 2021 were met, resulting in the vesting of 20,000 restricted stock units.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F3 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

F4 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest 100% on February 23, 2023.

F5 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 11:04 UTC
Capra LauraEVP/Head of Retail Banking
GrantCommon Stock 3,617 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005554 · doc1.xml · nonDerivative · entry 1

Capra Laura · CIK 0001803006 · EVP/Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,653

F4 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F3 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 11:10 UTC
Lublin ScottEVP and CLO
GrantCommon Stock 4,179 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005565 · doc1.xml · nonDerivative · entry 1

Lublin Scott · CIK 0001742369 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,186

F3 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F2 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 19:05 UTC
DeFazio Mark RDirector · President and CEO
GrantCommon Stock 4,917 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005593 · doc1.xml · nonDerivative · entry 2

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,755

F5 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F3 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 19:05 UTC
DeFazio Mark RDirector · President and CEO
GrantCommon Stock 9,835 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005593 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,838

F4 · shares: Restricted stock units granted on February 23, 2022 that vest 100% on February 23, 2023.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F3 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 16:12 UTC
Scott NormanSVP and CCO
GrantCommon Stock 491 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005568 · doc1.xml · nonDerivative · entry 1

Scott Norman · CIK 0001899864 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 491

F1 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 16:09 UTC
Guarino Michael AEVP and Legal Counsel
GrantCommon Stock 1,826 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005563 · doc1.xml · nonDerivative · entry 1

Guarino Michael A · CIK 0001720767 · EVP and Legal Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,554

F4 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F3 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 16:08 UTC
Sigrist GregEVP and CFO
GrantCommon Stock 3,829 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005560 · doc1.xml · nonDerivative · entry 1

Sigrist Greg · CIK 0001740361 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,169

F2 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 16:06 UTC GrantCommon Stock 3,077 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005558 · doc1.xml · nonDerivative · entry 1

Berrios Dixiana M · CIK 0001820056 · EVP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,240

F2 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 16:05 UTC
Rosenberg NickEVP, Head of Global Payments
GrantCommon Stock 4,306 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005556 · doc1.xml · nonDerivative · entry 1

Rosenberg Nick · CIK 0001720773 · EVP, Head of Global Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,736

F4 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F3 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
February 08, 2022 Filed Feb 10, 2022 16:27 UTC GiftCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-003155 · doc1.xml · nonDerivative · entry 1

PATENT ROBERT C · CIK 0001008343 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Partnership 1

Disclosed balance after: 68,004

Read SEC document
January 25, 2022 Filed Jan 27, 2022 19:10 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001836 · doc1.xml · nonDerivative · entry 1

PATENT ROBERT C · CIK 0001008343 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,485

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 14:07 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001830 · doc1.xml · nonDerivative · entry 1

MITCHELL TERENCE J · CIK 0001233330 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,607

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 14:04 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001826 · doc1.xml · nonDerivative · entry 1

FABIANO ANTHONY J · CIK 0001257178 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,493

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 14:08 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001832 · doc1.xml · nonDerivative · entry 1

RAMIREZ MARIA F · CIK 0001233336 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,557

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

F1 · balance_after: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 19:11 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001838 · doc1.xml · nonDerivative · entry 1

GUTMAN HARVEY · CIK 0001229895 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,643

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 14:02 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001824 · doc1.xml · nonDerivative · entry 1

Fredston Dale C · CIK 0001327439 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,168

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 19:01 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001822 · doc1.xml · nonDerivative · entry 1

Reinhardt William · CIK 0001720775 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,292

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 19:09 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001834 · doc1.xml · nonDerivative · entry 1

Wolf George J Jr · CIK 0001720770 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,165

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 19:05 UTC
Gold David JDirector
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001828 · doc1.xml · nonDerivative · entry 1

Gold David J · CIK 0001720765 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,231

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 19:00 UTC GrantCommon Stock 1,063 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001820 · doc1.xml · nonDerivative · entry 1

Robinson Katrina · CIK 0001887949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,063

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 18:59 UTC
Pamula ChayaDirector
GrantCommon Stock 1,063 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-001818 · doc1.xml · nonDerivative · entry 1

Pamula Chaya · CIK 0001887841 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,063

F1 · shares: Restricted stock units which vest 100% on January 25, 2023.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 14:09 UTC
Capra LauraEVP/Head of Retail Banking
Tax withholdingCommon Stock 446 $106.53 $47,512.38
Disclosure

SEC source: 0001567619-22-000200 · doc1.xml · nonDerivative · entry 1

Capra Laura · CIK 0001803006 · EVP/Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,036

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 that vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 19:08 UTC
Guarino Michael AEVP and Legal Counsel
Tax withholdingCommon Stock 113 $106.53 $12,037.89
Disclosure

SEC source: 0001567619-22-000198 · doc1.xml · nonDerivative · entry 1

Guarino Michael A · CIK 0001720767 · EVP and Legal Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,728

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 that vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 19:11 UTC
Rosenberg NickEVP, Head of Global Payments
Tax withholdingCommon Stock 1,084 $106.53 $115,478.52
Disclosure

SEC source: 0001567619-22-000204 · doc1.xml · nonDerivative · entry 1

Rosenberg Nick · CIK 0001720773 · EVP, Head of Global Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,430

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 that vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 19:10 UTC
DeFazio Mark RDirector · President and CEO
Tax withholdingCommon Stock 1,875 $106.53 $199,743.75
Disclosure

SEC source: 0001567619-22-000202 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,003

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 that vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 that vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 16:00 UTC SaleCommon Stock 2,048 $93.90 $192,307.20
Disclosure

SEC source: 0001567619-21-022152 · doc1.xml · nonDerivative · entry 1

GUTMAN HARVEY · CIK 0001229895 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,643

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33.3% per year commencing on December 31, 2019.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 16:45 UTC
Capra LauraEVP/Head of Retail Banking
Tax withholdingCommon Stock 484 $96.93 $46,914.12
Disclosure

SEC source: 0001567619-21-022277 · doc1.xml · nonDerivative · entry 1

Capra Laura · CIK 0001803006 · EVP/Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,482

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 16:35 UTC
Lublin ScottEVP and CLO
Tax withholdingCommon Stock 874 $96.93 $84,716.82
Disclosure

SEC source: 0001567619-21-022272 · doc1.xml · nonDerivative · entry 1

Lublin Scott · CIK 0001742369 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,007

F1 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F2 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:41 UTC
Guarino Michael AEVP and Legal Counsel
Tax withholdingCommon Stock 156 $96.93 $15,121.08
Disclosure

SEC source: 0001567619-21-022275 · doc1.xml · nonDerivative · entry 1

Guarino Michael A · CIK 0001720767 · EVP and Legal Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,841

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC
DeFazio Mark RDirector · President and CEO
Tax withholdingCommon Stock 1,650 $96.93 $159,934.50
Disclosure

SEC source: 0001567619-21-022279 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,878

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:31 UTC
Rosenberg NickEVP, Head of Global Payments
Tax withholdingCommon Stock 1,136 $96.93 $110,112.48
Disclosure

SEC source: 0001567619-21-022268 · doc1.xml · nonDerivative · entry 1

Rosenberg Nick · CIK 0001720773 · EVP, Head of Global Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,514

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

Read SEC document
September 20, 2021 Filed Sep 22, 2021 15:33 UTC
Gold David JDirector
PurchaseCommon Stock 1,000 $75.00 $75,000.00
Disclosure

SEC source: 0001567619-21-017427 · doc1.xml · nonDerivative · entry 1

Gold David J · CIK 0001720765 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,231

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33.3% per year commencing on December 31, 2019.

Read SEC document
September 20, 2021 Filed Sep 22, 2021 15:31 UTC
DeFazio Mark RDirector · President and CEO
PurchaseCommon Stock 3,333 $75.00 $249,975.00
Disclosure

SEC source: 0001567619-21-017425 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,528

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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June 18, 2021 Filed Jun 21, 2021 15:58 UTC
Sigrist GregEVP and CFO
PurchaseCommon Stock 1,600 $61.35 $98,163.36
Disclosure

SEC source: 0001567619-21-012401 · doc1.xml · nonDerivative · entry 1

Sigrist Greg · CIK 0001740361 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 1,600

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June 16, 2021 Filed Jun 16, 2021 21:12 UTC
Rosenberg NickEVP, Head of Global Payments
SaleCommon Stock 655 $64.50 $42,247.50
Disclosure

SEC source: 0001567619-21-012210 · doc1.xml · nonDerivative · entry 2

Rosenberg Nick · CIK 0001720773 · EVP, Head of Global Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,650

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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June 15, 2021 Filed Jun 16, 2021 21:12 UTC
Rosenberg NickEVP, Head of Global Payments
SaleCommon Stock 350 $63.50 $22,225.00
Disclosure

SEC source: 0001567619-21-012210 · doc1.xml · nonDerivative · entry 1

Rosenberg Nick · CIK 0001720773 · EVP, Head of Global Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,305

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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March 15, 2021 Filed Mar 15, 2021 15:13 UTC SaleCommon Stock 1,000 $52.11 $52,105.00
Disclosure

SEC source: 0001567619-21-006272 · doc1.xml · nonDerivative · entry 1

GUTMAN HARVEY · CIK 0001229895 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,691

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33.3% per year commencing on December 31, 2019.

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March 01, 2021 Filed Mar 2, 2021 16:33 UTC
Capra LauraEVP/Head of Retail Banking
Tax withholdingCommon Stock 235 $52.06 $12,234.10
Disclosure

SEC source: 0001567619-21-005374 · doc1.xml · nonDerivative · entry 1

Capra Laura · CIK 0001803006 · EVP/Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,966

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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March 01, 2021 Filed Mar 2, 2021 21:31 UTC
Guarino Michael AEVP and Legal Counsel
Tax withholdingCommon Stock 231 $52.06 $12,025.86
Disclosure

SEC source: 0001567619-21-005369 · doc1.xml · nonDerivative · entry 1

Guarino Michael A · CIK 0001720767 · EVP and Legal Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,997

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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March 01, 2021 Filed Mar 2, 2021 21:29 UTC
Rosenberg NickEVP, Head of Global Payments
Tax withholdingCommon Stock 311 $52.06 $16,190.66
Disclosure

SEC source: 0001567619-21-005366 · doc1.xml · nonDerivative · entry 1

Rosenberg Nick · CIK 0001720773 · EVP, Head of Global Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,655

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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March 01, 2021 Filed Mar 2, 2021 21:28 UTC
DeFazio Mark RDirector · President and CEO
Tax withholdingCommon Stock 1,197 $52.06 $62,315.82
Disclosure

SEC source: 0001567619-21-005362 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,195

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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February 25, 2021 Filed Mar 2, 2021 00:26 UTC
DeFazio Mark RDirector · President and CEO
Tax withholdingCommon Stock 1,650 $52.10 $85,965.00
Disclosure

SEC source: 0001567619-21-005216 · doc1.xml · nonDerivative · entry 1

DeFazio Mark R · CIK 0001720742 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,392

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

F4 · balance_after: Includes restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

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February 23, 2021 Filed Feb 25, 2021 15:16 UTC
Capra LauraEVP/Head of Retail Banking
GrantCommon Stock 7,095 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-004899 · doc1.xml · nonDerivative · entry 1

Capra Laura · CIK 0001803006 · EVP/Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,201

F4 · shares: Restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 that vest at a rate of 33.3% per year commencing on December 15, 2020.

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February 23, 2021 Filed Feb 25, 2021 15:19 UTC
Lublin ScottEVP and CLO
Tax withholdingCommon Stock 11,013 $50.80 $559,460.40
Disclosure

SEC source: 0001567619-21-004903 · doc1.xml · nonDerivative · entry 3

Lublin Scott · CIK 0001742369 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,881

F1 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

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February 23, 2021 Filed Feb 25, 2021 15:19 UTC
Lublin ScottEVP and CLO
GrantCommon Stock 30,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-004903 · doc1.xml · nonDerivative · entry 2

Lublin Scott · CIK 0001742369 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,894

F3 · shares: Restricted stock units granted on April 25, 2018 subject to certain performance criteria. Performance criteria was met for the 3-year period ending December 31, 2020 and on February 23, 2021 shares vested.

F1 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

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February 23, 2021 Filed Feb 25, 2021 15:19 UTC
Lublin ScottEVP and CLO
GrantCommon Stock 5,855 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-004903 · doc1.xml · nonDerivative · entry 1

Lublin Scott · CIK 0001742369 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,894

F2 · shares: Restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

F1 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

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February 23, 2021 Filed Feb 25, 2021 20:14 UTC
Guarino Michael AEVP and Legal Counsel
GrantCommon Stock 2,907 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-004897 · doc1.xml · nonDerivative · entry 1

Guarino Michael A · CIK 0001720767 · EVP and Legal Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,228

F4 · shares: Restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.

F1 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.

F2 · balance_after: Includes shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.

F3 · balance_after: Includes restricted stock units granted on February 25, 2020 and vest at a rate of 33.3% per year commencing on December 15, 2020.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.