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PFIS

PEOPLES FINANCIAL SERVICES CORP.

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5235
SEC CIK
0001056943
Parsed reports
446

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
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
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Jun 202600
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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
January 30, 2020 Filed Feb 3, 2020 19:24 UTC
KOPLIN NEAL DSr. EVP, Chief Banking Officer
Tax withholdingCommon Stock 537 $48.43 $26,006.91
Disclosure

SEC source: 0001056943-20-000007 · primary_doc.xml · nonDerivative · entry 2

KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,155.724

Read SEC document
January 30, 2020 Filed Feb 3, 2020 19:24 UTC
KOPLIN NEAL DSr. EVP, Chief Banking Officer
GrantCommon Stock 1,414 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000007 · primary_doc.xml · nonDerivative · entry 1

KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,692.724

Read SEC document
January 30, 2020 Filed Feb 3, 2020 19:43 UTC
TULANEY THOMAS PSR.EVP,CHIEF OPERATING OFFICER
GrantCommon Stock 1,456 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000008 · primary_doc.xml · nonDerivative · entry 1

TULANEY THOMAS P · CIK 0001491833 · SR.EVP,CHIEF OPERATING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,585.412

Read SEC document
January 30, 2020 Filed Feb 3, 2020 18:54 UTC
BEST CRAIG WDirector · President & CEO
GrantCommon Stock 3,509 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000006 · primary_doc.xml · nonDerivative · entry 1

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,711.783

Read SEC document
January 30, 2020 Filed Feb 10, 2020 18:32 UTC Amendment
BEST CRAIG WDirector · President & CEO
Tax withholdingCommon Stock 1,344 $48.43 $65,089.92
Disclosure

SEC source: 0001056943-20-000010 · primary_doc.xml · nonDerivative · entry 2

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,367.783

Read SEC document
January 30, 2020 Filed Feb 10, 2020 18:32 UTC Amendment
BEST CRAIG WDirector · President & CEO
GrantCommon Stock 3,509 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000010 · primary_doc.xml · nonDerivative · entry 1

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,711.783

Read SEC document
January 30, 2020 Filed Feb 10, 2020 17:46 UTC Amendment
TULANEY THOMAS PSr.EVP,Chief Operating Officer
Tax withholdingCommon Stock 535 $48.43 $25,910.05
Disclosure

SEC source: 0001056943-20-000009 · primary_doc.xml · nonDerivative · entry 2

TULANEY THOMAS P · CIK 0001491833 · Sr.EVP,Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,050.412

Read SEC document
January 30, 2020 Filed Feb 10, 2020 17:46 UTC Amendment
TULANEY THOMAS PSr.EVP,Chief Operating Officer
GrantCommon Stock 1,456 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000009 · primary_doc.xml · nonDerivative · entry 1

TULANEY THOMAS P · CIK 0001491833 · Sr.EVP,Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,585.412

Read SEC document
January 30, 2020 Filed Jul 14, 2020 18:24 UTC Amendment
TULANEY THOMAS PSr.EVP,Chief Operating Officer
Tax withholdingCommon Stock 412 $48.43 $19,953.16
Disclosure

SEC source: 0001056943-20-000050 · primary_doc.xml · nonDerivative · entry 2

TULANEY THOMAS P · CIK 0001491833 · Sr.EVP,Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,028.412

F2 · shares: To correct calculation of shares for tax withholding.

Read SEC document
January 30, 2020 Filed Jul 14, 2020 18:24 UTC Amendment
TULANEY THOMAS PSr.EVP,Chief Operating Officer
GrantCommon Stock 1,311 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000050 · primary_doc.xml · nonDerivative · entry 1

TULANEY THOMAS P · CIK 0001491833 · Sr.EVP,Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,440.412

F1 · shares: To correct calculation of shares.

Read SEC document
January 30, 2020 Filed Jul 14, 2020 17:50 UTC Amendment
BEST CRAIG WDirector · President & CEO
Tax withholdingCommon Stock 1,151 $48.43 $55,742.93
Disclosure

SEC source: 0001056943-20-000049 · primary_doc.xml · nonDerivative · entry 2

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,210.783

F2 · shares: To correct calculation of shares for tax withholding.

Read SEC document
January 30, 2020 Filed Jul 14, 2020 17:50 UTC Amendment
BEST CRAIG WDirector · President & CEO
GrantCommon Stock 3,159 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000049 · primary_doc.xml · nonDerivative · entry 1

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,361.783

F1 · shares: To correct the calculation of shares.

Read SEC document
January 30, 2020 Filed Jul 14, 2020 17:16 UTC Amendment
KOPLIN NEAL DSr. EVP, Chief Banking Officer
Tax withholdingCommon Stock 400 $48.43 $19,372.00
Disclosure

SEC source: 0001056943-20-000048 · primary_doc.xml · nonDerivative · entry 2

KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,151.724

F2 · shares: To correct calculation of shares for tax withholding.

Read SEC document
January 30, 2020 Filed Jul 14, 2020 17:16 UTC Amendment
KOPLIN NEAL DSr. EVP, Chief Banking Officer
GrantCommon Stock 1,273 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000048 · primary_doc.xml · nonDerivative · entry 1

KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,551.724

F1 · shares: To correct calculation of shares.

Read SEC document
January 10, 2020 Filed Jan 29, 2020 19:56 UTC PurchaseCommon Stock 30.401 $49.34 $1,499.99
Disclosure

SEC source: 0001056943-20-000003 · primary_doc.xml · nonDerivative · entry 1

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,281.075

Read SEC document
December 31, 2019 Filed Feb 12, 2020 13:04 UTC
THIEL LYNN MEVP, Retail Banking
OtherCommon Stock 56.4167 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000011 · primary_doc.xml · nonDerivative · entry 1

THIEL LYNN M · CIK 0001262441 · EVP, Retail Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 966.5382

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 12, 2020 18:42 UTC
Hubble Susan LEVP, Chief Information Officer
OtherCommon Stock 39.1415 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000014 · primary_doc.xml · nonDerivative · entry 1

Hubble Susan L · CIK 0001798304 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 594.0373

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 12, 2020 15:23 UTC
KOPLIN NEAL DSr.EVP, Chief Banking Officer
OtherCommon Stock 60.2556 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000013 · primary_doc.xml · nonDerivative · entry 1

KOPLIN NEAL D · CIK 0001627699 · Sr.EVP, Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 270.2378

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 12, 2020 15:07 UTC
FERRETTI JOSEPHEVP,Northeast Market President
OtherCommon Stock 53.4947 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000012 · primary_doc.xml · nonDerivative · entry 1

FERRETTI JOSEPH · CIK 0001278647 · EVP,Northeast Market President

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 370.9669

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 13, 2020 18:24 UTC
Kirtley TimothyEVP, Chief Credit Officer
OtherCommon Stock 52.5928 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000017 · primary_doc.xml · nonDerivative · entry 1

Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 113.6846

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 13, 2020 16:54 UTC
ANDERSON JOHN R IIIEVP, Chief Financial Officer
OtherCommon Stock 64.6651 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000016 · primary_doc.xml · nonDerivative · entry 1

ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 1,409.1266

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 14, 2020 18:07 UTC
ADAMS DEBRA EEVP, Chief Risk Officer
OtherCommon Stock 48.9527 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000021 · primary_doc.xml · nonDerivative · entry 1

ADAMS DEBRA E · CIK 0001233418 · EVP, Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 290.4537

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 14, 2020 17:11 UTC
BEST CRAIG WDirector · President & CEO
OtherCommon Stock 79.715 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000019 · primary_doc.xml · nonDerivative · entry 1

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 1,312.8751

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2019 Filed Feb 14, 2020 12:13 UTC
TULANEY THOMAS PSr.EVP,Chief Operating Officer
OtherCommon Stock 68.083 $0.00 $0.00
Disclosure

SEC source: 0001056943-20-000018 · primary_doc.xml · nonDerivative · entry 1

TULANEY THOMAS P · CIK 0001491833 · Sr.EVP,Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 689.6311

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 13, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 29.991 $50.02 $1,500.01
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 7

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,250.674

F1 · balance_after: Balance includes adjustment for an aggregate of 172.881 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
November 11, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 30.387 $49.36 $1,499.99
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 6

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,047.802

Read SEC document
November 06, 2019 Filed Nov 6, 2019 19:17 UTC
ADAMS DEBRA EEVP, Chief Operations Officer
SaleCommon Stock 2,100 $49.00 $102,900.00
Disclosure

SEC source: 0001056943-19-000028 · primary_doc.xml · nonDerivative · entry 1

ADAMS DEBRA E · CIK 0001233418 · EVP, Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 9,059.536

Read SEC document
November 06, 2019 Filed Nov 7, 2019 17:04 UTC
ADAMS DEBRA EEVP, Chief Operations Officer
SaleCommon Stock 1,000 $49.25 $49,250.00
Disclosure

SEC source: 0001056943-19-000029 · primary_doc.xml · nonDerivative · entry 1

ADAMS DEBRA E · CIK 0001233418 · EVP, Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 8,059.536

Read SEC document
October 10, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 32.258 $46.50 $1,500.00
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 5

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,017.415

Read SEC document
September 13, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 31.985 $46.90 $1,500.00
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 4

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,985.157

Read SEC document
August 12, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 33.62 $44.62 $1,500.02
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 3

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,953.172

Read SEC document
July 10, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 33.482 $44.80 $1,499.99
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 2

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,919.552

Read SEC document
June 14, 2019 Filed Jan 29, 2020 19:05 UTC PurchaseCommon Stock 34.865 $43.02 $1,500.01
Disclosure

SEC source: 0001056943-20-000002 · primary_doc.xml · nonDerivative · entry 1

LOCHEN RICHARD S JR · CIK 0001233425 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,886.07

Read SEC document
June 12, 2019 Filed Jun 14, 2019 17:23 UTC PurchaseCommon Stock 200 $42.41 $8,482.80
Disclosure

SEC source: 0001056943-19-000025 · primary_doc.xml · nonDerivative · entry 1

KUKUCHKA RONALD G · CIK 0001399032 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,402.061

Read SEC document
March 26, 2019 Filed May 7, 2019 20:40 UTC
ANDERSON JOHN R IIIEVP, Chief Financial Officer
GrantCommon Stock 315 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000022 · primary_doc.xml · nonDerivative · entry 1

ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 355

Read SEC document
March 26, 2019 Filed May 7, 2019 21:11 UTC
TULANEY THOMAS PSEVP, Chief Operating Officer
GrantCommon Stock 480 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000024 · primary_doc.xml · nonDerivative · entry 1

TULANEY THOMAS P · CIK 0001491833 · SEVP, Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,129.412

F1 · balance_after: Includes shares that were reported as separate holdings in previous filings.

Read SEC document
March 26, 2019 Filed May 7, 2019 20:56 UTC
KOPLIN NEAL DEVP, Lehigh Valley Div Head
GrantCommon Stock 414 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000023 · primary_doc.xml · nonDerivative · entry 1

KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,278.724

F1 · balance_after: Includes shares that were reported as separate holdings in previous filings.

Read SEC document
March 26, 2019 Filed May 7, 2019 20:11 UTC
FERRETTI JOSEPHCo-Chief Lending Officer
GrantCommon Stock 322 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000020 · primary_doc.xml · nonDerivative · entry 1

FERRETTI JOSEPH · CIK 0001278647 · Co-Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 650.838

F1 · balance_after: Includes shares that were reported as separate holdings in previous filings.

Read SEC document
March 26, 2019 Filed May 7, 2019 20:24 UTC
Kirtley TimothyEVP, Chief Credit Officer
GrantCommon Stock 356 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000021 · primary_doc.xml · nonDerivative · entry 1

Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 356

Read SEC document
March 26, 2019 Filed May 7, 2019 19:52 UTC
JAKE MICHAEL LEVP, Chief Risk Officer
GrantCommon Stock 331 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000019 · primary_doc.xml · nonDerivative · entry 1

JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,772.081

F1 · balance_after: Includes shares that were reported as separate holdings in previous filings.

Read SEC document
March 26, 2019 Filed May 7, 2019 19:13 UTC
BEST CRAIG WDirector · President & CEO
GrantCommon Stock 1,019 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000018 · primary_doc.xml · nonDerivative · entry 1

BEST CRAIG W · CIK 0001348798 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,202.783

F1 · balance_after: Includes shares that were reported as separate holdings in previous filings.

Read SEC document
March 08, 2019 Filed Mar 12, 2019 13:23 UTC
FERRETTI JOSEPHCo-Chief Lending Officer
SaleCommon Stock 100 $42.02 $4,201.91
Disclosure

SEC source: 0001056943-19-000016 · primary_doc.xml · nonDerivative · entry 1

FERRETTI JOSEPH · CIK 0001278647 · Co-Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4.838

Read SEC document
February 01, 2019 Filed Feb 4, 2019 20:18 UTC PurchaseCommon Stock 1,740 $42.00 $73,080.00
Disclosure

SEC source: 0001056943-19-000004 · primary_doc.xml · nonDerivative · entry 1

KUKUCHKA RONALD G · CIK 0001399032 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,202.061

Read SEC document
December 31, 2018 Filed Feb 12, 2019 20:49 UTC
THIEL LYNN MChief Retail Officer
OtherCommon Stock 82.2941 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000014 · primary_doc.xml · nonDerivative · entry 1

THIEL LYNN M · CIK 0001262441 · Chief Retail Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 910.1215

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2018 Filed Feb 12, 2019 19:55 UTC
KOPLIN NEAL DEVP, Lehigh Valley Div Head
OtherCommon Stock 80.2484 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000013 · primary_doc.xml · nonDerivative · entry 1

KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 209.9822

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Option Plan.

Read SEC document
December 31, 2018 Filed Feb 12, 2019 19:32 UTC Amendment
JAKE MICHAEL LEVP, Chief Risk Officer
OtherCommon Stock 76.3416 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000012 · primary_doc.xml · nonDerivative · entry 1

JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 520.9873

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2018 Filed Feb 12, 2019 19:00 UTC
Kirtley TimothyEVP, Chief Credit Officer
OtherCommon Stock 60.9313 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000011 · primary_doc.xml · nonDerivative · entry 1

Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 61.0918

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2018 Filed Feb 12, 2019 18:44 UTC
TULANEY THOMAS PSr EVP,Chief Operating Officer
OtherCommon Stock 95.8884 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000010 · primary_doc.xml · nonDerivative · entry 1

TULANEY THOMAS P · CIK 0001491833 · Sr EVP,Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 621.5481

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2018 Filed Feb 12, 2019 17:54 UTC
ADAMS DEBRA EEVP, Chief Operations Officer
OtherCommon Stock 65.6842 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000009 · primary_doc.xml · nonDerivative · entry 1

ADAMS DEBRA E · CIK 0001233418 · EVP, Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 241.501

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

Read SEC document
December 31, 2018 Filed Feb 12, 2019 14:38 UTC
JAKE MICHAEL LEVP, Chief Risk Officer
OtherCommon Stock 76.3416 $0.00 $0.00
Disclosure

SEC source: 0001056943-19-000008 · primary_doc.xml · nonDerivative · entry 1

JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · PSBT Employee Stock Ownership Plan

Disclosed balance after: 520.9873

F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.

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.