Last 12 months
Inside the activity.
0 purchase rows · 0 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 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| 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 |
|---|---|---|---|---|---|---|
| August 29, 2026 Filed Sep 1, 2026 19:39 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
Exercise / conversionRestricted Stock Units · Derivative | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-029397 · rdgdoc.xml · derivative · entry 4 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 668 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PFIS common stock. F4 · derivative.exercise_date: On 8/29/2025, Mr. Kirtley was granted 3,332 RSUs vesting in five annual installments beginning 8/29/2026. F4 · derivative.expiration_date: On 8/29/2025, Mr. Kirtley was granted 3,332 RSUs vesting in five annual installments beginning 8/29/2026. F5 · balance_after: 668 RSUs vested on 8/29/2026 leaving 666 RSUs to vest each year on 8/29/2027, 8/29/2028, 8/29/2029, and 8/29/2030. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:39 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
Tax withholdingCommon Stock | 190 | $69.63 | $13,229.70 |
DisclosureSEC source: 0001437749-26-029397 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,694 F2 · balance_after: This amount includes 164 shares of time based restricted common stock solely owned by Mr. Kirtley and 6,530 shares solely owned by Mr. Kirtley. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:39 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
Exercise / conversionCommon Stock | 668 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-029397 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,884 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:13 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
Exercise / conversionRestricted Stock Units · Derivative | 1,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-029391 · rdgdoc.xml · derivative · entry 4 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,876 Underlying: Common Stock · 1,887 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 8/29/2025, Mr. Drobins was granted 11,763 RSUs vesting in seven annual installments beginning 8/29/2026. F3 · derivative.expiration_date: On 8/29/2025, Mr. Drobins was granted 11,763 RSUs vesting in seven annual installments beginning 8/29/2026. F4 · balance_after: 1,887 RSUs vested on 8/29/2026 leaving 1,646 RSUs to vest each year on 8/29/2027, 8/29/2028, 8/29/2029, 8/29/2030, 8/29/2031, and 8/29/2032. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:13 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
Tax withholdingCommon Stock | 788 | $69.63 | $54,868.44 |
DisclosureSEC source: 0001437749-26-029391 · rdgdoc.xml · nonDerivative · entry 2 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,062.582 F2 · balance_after: This amount includes 155 shares of time based restricted common stock solely owned by Mr. Drobins and 5,907.5820 shares solely owned by Mr. Drobins. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:13 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
Exercise / conversionCommon Stock | 1,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-029391 · rdgdoc.xml · nonDerivative · entry 1 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,850.582 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:27 UTC |
VIENEY AMYEVP/CHIEF HUMAN RESOURCES OFF
|
GrantRestricted Stock Units · Derivative | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022109 · rdgdoc.xml · derivative · entry 3 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610 Underlying: Common Stock · 610 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Ms. Vieney was granted 610 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Ms. Vieney was granted 610 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:25 UTC |
KOPLIN NEAL DSR EVP/CHIEF BANKING OFFICER
|
GrantRestricted Stock Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022108 · rdgdoc.xml · derivative · entry 5 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 773 Underlying: Common Stock · 773 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Mr. Koplin was granted 773 RSUs vesting in three annual installments beginning 3/11/2026. F5 · derivative.expiration_date: On 6/26/2026, Mr. Koplin was granted 773 RSUs vesting in three annual installments beginning 3/11/2026. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:23 UTC |
Westington Stephanie A.EVP/CHIEF ACCOUNTING OFF
|
GrantRestricted Stock Units · Derivative | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022107 · rdgdoc.xml · derivative · entry 3 Westington Stephanie A. · CIK 0001558279 · EVP/CHIEF ACCOUNTING OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526 Underlying: Common Stock · 526 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Ms. Westington was granted 526 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Ms. Westington was granted 526 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:22 UTC |
Cummings Mary GriffinEVP/GENERAL COUNSEL
|
GrantRestricted Stock Unit · Derivative | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022106 · rdgdoc.xml · derivative · entry 3 Cummings Mary Griffin · CIK 0001589283 · EVP/GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 661 Underlying: Common Stock · 661 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Ms. Cummings was granted 661 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Ms. Cummings was granted 661 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:22 UTC |
Champi Gerard ACHIEF EXECUTIVE OFFICER
|
GrantRestricted Stock Units · Derivative | 1,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022105 · rdgdoc.xml · derivative · entry 3 Champi Gerard A · CIK 0001486329 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,762 Underlying: Common Stock · 1,762 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Mr. Champi was granted 1,762 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Mr. Champi was granted 1,762 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:21 UTC |
BONE JAMES M JREVP/CHIEF FINANCIAL OFFICER
|
GrantRestricted Stock Units · Derivative | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022104 · rdgdoc.xml · derivative · entry 4 BONE JAMES M JR · CIK 0001491834 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 793 Underlying: Common Stock · 793 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F6 · derivative.exercise_date: On 6/26/2026, Mr. Bone was granted 793 RSUs vesting in three annual installments beginning 6/26/2027. F6 · derivative.expiration_date: On 6/26/2026, Mr. Bone was granted 793 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:20 UTC |
ANDERSON JOHN R IIIEVP/CHIEF OPERATING OFFICER
|
GrantRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022103 · rdgdoc.xml · derivative · entry 4 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 673 Underlying: Common Stock · 673 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Mr. Anderson was granted 673 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Mr. Anderson was granted 673 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:19 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
GrantRestricted Stock Units · Derivative | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022102 · rdgdoc.xml · derivative · entry 5 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715 Underlying: Common Stock · 715 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F6 · derivative.exercise_date: On 6/26/2026, Mr. Drobins was granted 715 RSUs vesting in three annual installments beginning 6/26/2027. F6 · derivative.expiration_date: On 6/26/2026, Mr. Drobins was granted 715 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:18 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
GrantRestricted Stock Units · Derivative | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022101 · rdgdoc.xml · derivative · entry 5 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 662 Underlying: Common Stock · 662 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F6 · derivative.exercise_date: On 6/26/2026, Mr. Kirtley was granted 662 RSUs vesting in three annual installments beginning 6/26/2027. F6 · derivative.expiration_date: On 6/26/2026, Mr. Kirtley was granted 662 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:16 UTC |
Hubble Susan LEVP/CHIEF INFORMATION OFFICER
|
GrantRestricted Stock Units · Derivative | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022100 · rdgdoc.xml · derivative · entry 4 Hubble Susan L · CIK 0001798304 · EVP/CHIEF INFORMATION OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655 Underlying: Common Stock · 655 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Ms. Hubble was granted 655 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Ms. Hubble was granted 655 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 18:58 UTC |
Westington Stephanie A.EVP/CHIEF ACCOUNTING OFF
|
Tax withholdingCommon Stock | 47 | $56.35 | $2,648.45 |
DisclosureSEC source: 0001437749-26-017768 · rdgdoc.xml · nonDerivative · entry 1 Westington Stephanie A. · CIK 0001558279 · EVP/CHIEF ACCOUNTING OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,305 F1 · balance_after: This amount includes 420 shares of time-based restricted common stock owned by Ms. Westington and 2,885 shares owned by Ms. Westington. Read SEC document |
| May 15, 2026 Filed May 19, 2026 18:56 UTC |
Cummings Mary GriffinEVP/GENERAL COUNSEL
|
Tax withholdingCommon Stock | 60 | $56.35 | $3,381.00 |
DisclosureSEC source: 0001437749-26-017766 · rdgdoc.xml · nonDerivative · entry 1 Cummings Mary Griffin · CIK 0001589283 · EVP/GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,780 F1 · balance_after: This amount includes 657 shares of time based restricted common stock and 6,123 shares owned by Ms. Cummings. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 21:04 UTC |
TULANEY THOMAS PPRESIDENT
|
Exercise / conversionRestricted Stock Unit · Derivative | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-011629 · rdgdoc.xml · derivative · entry 4 TULANEY THOMAS P · CIK 0001491833 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 709 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Tulaney was granted 1,075 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Tulaney was granted 1,075 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: Vesting of 709 RSUs was accelerated to 4/3/2026 leaving a zero balance. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 21:04 UTC |
TULANEY THOMAS PPRESIDENT
|
Tax withholdingCommon Stock | 315 | $54.62 | $17,205.30 |
DisclosureSEC source: 0001437749-26-011629 · rdgdoc.xml · nonDerivative · entry 2 TULANEY THOMAS P · CIK 0001491833 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,232 F2 · balance_after: These shares are owned jointly with Mr. Tulaney's spouse. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 21:04 UTC |
TULANEY THOMAS PPRESIDENT
|
Exercise / conversionCommon Stock | 709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-011629 · rdgdoc.xml · nonDerivative · entry 1 TULANEY THOMAS P · CIK 0001491833 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,547 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:23 UTC |
Hubble Susan LEVP/CHIEF INFORMATION OFFICER
|
Exercise / conversionRestricted Stock Units · Derivative | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008281 · rdgdoc.xml · derivative · entry 4 Hubble Susan L · CIK 0001798304 · EVP/CHIEF INFORMATION OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540 Underlying: COMMON STOCK · 279 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Ms. Hubble was granted 819 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Ms. Hubble was granted 819 RSUs vesting in three annual installments beginning 3/11/2026. F4 · derivative.underlying_shares: 279 RSUs vested on 3/11/2026 leaving 271 RSUs to vest on 3/11/2027 and 269 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:23 UTC |
Hubble Susan LEVP/CHIEF INFORMATION OFFICER
|
Tax withholdingCommon Stock | 164 | $51.80 | $8,495.20 |
DisclosureSEC source: 0001437749-26-008281 · rdgdoc.xml · nonDerivative · entry 2 Hubble Susan L · CIK 0001798304 · EVP/CHIEF INFORMATION OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 2,625 Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:23 UTC |
Hubble Susan LEVP/CHIEF INFORMATION OFFICER
|
Exercise / conversionCommon Stock | 279 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008281 · rdgdoc.xml · nonDerivative · entry 1 Hubble Susan L · CIK 0001798304 · EVP/CHIEF INFORMATION OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 2,491 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:19 UTC |
Champi Gerard ACHIEF EXECUTIVE OFFICER
|
Exercise / conversionRestricted Stock Unit · Derivative | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008279 · rdgdoc.xml · derivative · entry 2 Champi Gerard A · CIK 0001486329 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,335 Underlying: Common Stock · 689 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Champi was granted 2,024 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Champi was granted 2,024 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 689 RSUs vested on 3/11/2026 leaving 668 RSUs to vest on 3/11/2027 and 667 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:19 UTC |
Champi Gerard ACHIEF EXECUTIVE OFFICER
|
Exercise / conversionCommon Stock | 689 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008279 · rdgdoc.xml · nonDerivative · entry 1 Champi Gerard A · CIK 0001486329 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,436 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 (RSUs) convert into common stock on a one-for-one basis. F2 · balance_after: This amount includes 1,944 shares of time based restricted common stock, 375 shares solely owned by Mr. Champi, and 18,117 shares held jointly with his spouse. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:20 UTC |
BONE JAMES M JREVP/CHIEF FINANCIAL OFFICER
|
Exercise / conversionRestricted Stock Unit · Derivative | 317 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008280 · rdgdoc.xml · derivative · entry 3 BONE JAMES M JR · CIK 0001491834 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615 Underlying: Common Stock · 317 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Bone was granted 932 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Bone was granted 932 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 317 RSUs vested on 3/11/2026 leaving 308 RSUs to vest on 3/11/2027 and 307 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:20 UTC |
BONE JAMES M JREVP/CHIEF FINANCIAL OFFICER
|
Exercise / conversionCommon Stock | 317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008280 · rdgdoc.xml · nonDerivative · entry 1 BONE JAMES M JR · CIK 0001491834 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,797.9104 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 (RSUs) convert into common stock on a one-for-one basis. F2 · balance_after: This amount includes 1,128 shares of time-based restricted common stock solely owned by Mr. Bone; 8,701 shares held jointly with his spouse; 890 shares co-owned with Mr. Bone's father and siblings; and 78.9104 shares owned solely by Mr. Bone. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:49 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
Exercise / conversionRestricted Stock Units · Derivative | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008250 · rdgdoc.xml · derivative · entry 4 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 Underlying: COMMON STOCK · 281 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Kirtley was granted 826 RSUs vesting in three annual installments beginning 3/11/2025. F3 · derivative.expiration_date: On 3/28/2025, Mr. Kirtley was granted 826 RSUs vesting in three annual installments beginning 3/11/2025. F4 · balance_after: 281 RSUs vested on 3/11/2026 leaving 273 RSUs to vest on 3/11/2027 and 272 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:49 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
Tax withholdingCommon Stock | 168 | $51.80 | $8,702.40 |
DisclosureSEC source: 0001437749-26-008250 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,600 F2 · balance_after: This amount includes 164 shares of time-based restricted common stock solely owned by Mr. Kirtley and 6,436 shares solely owned by Mr. Kirtley. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:49 UTC |
Kirtley TimothyEVP/CHIEF RISK OFFICER
|
Exercise / conversionCommon Stock | 281 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008250 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,768 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:33 UTC |
TULANEY THOMAS PPRESIDENT
|
Exercise / conversionRestricted Stock Unit · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008239 · rdgdoc.xml · derivative · entry 4 TULANEY THOMAS P · CIK 0001491833 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 709 Underlying: Common Stock · 366 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Tulaney was granted 1,075 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Tulaney was granted 1,075 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 366 RSUs vested on 3/11/2026 leaving 355 RSUs to vest on 3/11/2027 and 354 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:33 UTC |
TULANEY THOMAS PPRESIDENT
|
Tax withholdingCommon Stock | 264 | $51.80 | $13,675.20 |
DisclosureSEC source: 0001437749-26-008239 · rdgdoc.xml · nonDerivative · entry 2 TULANEY THOMAS P · CIK 0001491833 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,288 F2 · balance_after: This amount includes 207 shares of time based restricted common stock solely owned by Mr. Tulaney and 22,081 shares held jointly with his spouse. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:33 UTC |
TULANEY THOMAS PPRESIDENT
|
Exercise / conversionCommon Stock | 366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008239 · rdgdoc.xml · nonDerivative · entry 1 TULANEY THOMAS P · CIK 0001491833 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,552 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:47 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
Exercise / conversionRestricted Stock Units · Derivative | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008248 · rdgdoc.xml · derivative · entry 4 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530 Underlying: COMMON STOCK · 274 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Drobins was granted 804 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Drobins was granted 804 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 274 RSUs vested on 3/11/2026 leaving 266 RSUs to vest on 3/11/2027 and 264 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:47 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
Tax withholdingCommon Stock | 236 | $51.80 | $12,224.80 |
DisclosureSEC source: 0001437749-26-008248 · rdgdoc.xml · nonDerivative · entry 2 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,236.582 F2 · balance_after: This amount includes 155 shares of time based restricted common stock solely owned by Mr. Drobins and 5,081.582 shares solely owned by Mr. Drobins. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:47 UTC |
Drobins Jeffrey AEVP/CHIEF LENDING OFFICER
|
Exercise / conversionCommon Stock | 274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008248 · rdgdoc.xml · nonDerivative · entry 1 Drobins Jeffrey A · CIK 0001951740 · EVP/CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,472.582 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:42 UTC |
Westington Stephanie A.EVP/CHIEF ACCOUNTING OFF
|
Exercise / conversionRestricted Stock Unit · Derivative | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008246 · rdgdoc.xml · derivative · entry 3 Westington Stephanie A. · CIK 0001558279 · EVP/CHIEF ACCOUNTING OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173 Underlying: Common Stock · 90 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Ms. Westington was granted 263 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Ms. Westington was granted 263 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 90 RSUs vested on 3/11/2026 leaving 87 RSUs to vest on 3/11/2027 and 86 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:42 UTC |
Westington Stephanie A.EVP/CHIEF ACCOUNTING OFF
|
Tax withholdingCommon Stock | 30 | $51.80 | $1,554.00 |
DisclosureSEC source: 0001437749-26-008246 · rdgdoc.xml · nonDerivative · entry 2 Westington Stephanie A. · CIK 0001558279 · EVP/CHIEF ACCOUNTING OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,352 F2 · balance_after: This amount includes 560 shares of time-based restricted common stock owned by Ms. Westington and 2,792 shares owned by Ms. Westington. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:42 UTC |
Westington Stephanie A.EVP/CHIEF ACCOUNTING OFF
|
Exercise / conversionCommon Stock | 90 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008246 · rdgdoc.xml · nonDerivative · entry 1 Westington Stephanie A. · CIK 0001558279 · EVP/CHIEF ACCOUNTING OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,382 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:34 UTC |
VIENEY AMYEVP/CHIEF HUMAN RESOURCES OFF
|
Exercise / conversionRestricted Stock Unit · Derivative | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008240 · rdgdoc.xml · derivative · entry 3 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182 Underlying: Common Stock · 95 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Ms. Vieney was granted 277 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Ms. Vieney was granted 277 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 95 RSUs vested on 3/11/2026 leaving 92 RSUs to vest on 3/11/2027 and 90 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:34 UTC |
VIENEY AMYEVP/CHIEF HUMAN RESOURCES OFF
|
Tax withholdingCommon Stock | 66 | $51.80 | $3,418.80 |
DisclosureSEC source: 0001437749-26-008240 · rdgdoc.xml · nonDerivative · entry 2 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 758.058 F2 · balance_after: This amount includes 53 shares of time based restricted common stock solely owned by Ms. Vieney and 705.0580 shares solely owned by Ms. Vieney. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:34 UTC |
VIENEY AMYEVP/CHIEF HUMAN RESOURCES OFF
|
Exercise / conversionCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008240 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 824.058 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:32 UTC |
KOPLIN NEAL DSR EVP/CHIEF BANKING OFFICER
|
Exercise / conversionRestricted Stock Unit · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008237 · rdgdoc.xml · derivative · entry 5 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 627 Underlying: Common Stock · 323 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Koplin was granted 950 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Koplin was granted 950 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 323 RSUs vested on 3/11/2026 leaving 314 RSUs to vest on 3/11/2027 and 313 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:32 UTC |
KOPLIN NEAL DSR EVP/CHIEF BANKING OFFICER
|
Tax withholdingCommon Stock | 233 | $51.80 | $12,069.40 |
DisclosureSEC source: 0001437749-26-008237 · rdgdoc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,711.211 F2 · balance_after: This amount includes 183 shares of time based restricted common stock solely owned by Mr. Koplin and 10,528.211 shares solely owned by Mr. Koplin. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:32 UTC |
KOPLIN NEAL DSR EVP/CHIEF BANKING OFFICER
|
Exercise / conversionCommon Stock | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008237 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,944.211 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:31 UTC |
ANDERSON JOHN R IIIEVP/CHIEF OPERATING OFFICER
|
Exercise / conversionRestricted Stock Unit · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008236 · rdgdoc.xml · derivative · entry 4 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571 Underlying: Common Stock · 295 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Anderson was granted 866 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Anderson was granted 866 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 295 RSUs vested on 3/11/2026 leaving 286 RSUs to vest on 3/11/2027 and 285 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:31 UTC |
ANDERSON JOHN R IIIEVP/CHIEF OPERATING OFFICER
|
Tax withholdingCommon Stock | 189 | $51.80 | $9,790.20 |
DisclosureSEC source: 0001437749-26-008236 · rdgdoc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,790.748 F2 · balance_after: This amount includes 167 shares of time based restricted common stock solely owned by Mr. Anderson, 6,583.748 shares solely owned by Mr. Anderson, and 40 shares held jointly with his spouse. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:31 UTC |
ANDERSON JOHN R IIIEVP/CHIEF OPERATING OFFICER
|
Exercise / conversionCommon Stock | 295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008236 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,979.748 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 (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:30 UTC |
Cummings Mary GriffinEVP/GENERAL COUNSEL
|
Exercise / conversionRestricted Stock Unit · Derivative | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008235 · rdgdoc.xml · derivative · entry 3 Cummings Mary Griffin · CIK 0001589283 · EVP/GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477 Underlying: Common Stock · 246 shares Expires not disclosed 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 (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Ms. Cummings was granted 723 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Ms. Cummings was granted 723 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 246 RSUs vested on 3/11/2026 leaving 239 RSUs to vest on 3/11/2027 and 238 RSUs to vest on 3/11/2028. 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.