Last 12 months
Inside the activity.
3 purchase rows · 11 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 4 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 2 |
| 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 24, 2026 Filed Aug 24, 2026 19:07 UTC |
PETRO THOMAS MDirector
|
SaleCommon | 5,000 | $41.69 | $208,450.00 |
DisclosureSEC source: 0001254295-26-000006 · wk-form4_1787598463.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,238.5806 F1 · balance_after: INCLUDES 1,559.5806 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 14:56 UTC |
Turner Michael L.Director
|
SaleCommon | 8,000 | $43.04 | $344,280.00 |
DisclosureSEC source: 0001629911-26-000006 · wk-form4_1786719408.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,684.0723 F1 · price: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $42.9386 TO $43.2336, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. F2 · balance_after: INCLUDES 2,368.0723 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:53 UTC |
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 2,787 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001668308-26-000006 · wk-form4_1781031192.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,787 shares Expires 2028-03-15 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_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:53 UTC |
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
|
SaleCommon | 2,787 | $40.83 | $113,802.69 |
DisclosureSEC source: 0001668308-26-000006 · wk-form4_1781031192.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,975.2625 F1 · balance_after: INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.76 TO $40.89, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:53 UTC |
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
|
Exercise / conversionCommon | 2,787 | $28.50 | $79,429.50 |
DisclosureSEC source: 0001668308-26-000006 · wk-form4_1781031192.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,762.2625 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 · balance_after: INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:52 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 2,090 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001779743-26-000006 · wk-form4_1781031139.xml · derivative · entry 3 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,090 shares Expires 2028-03-15 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_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:52 UTC |
Richardson Brian JSr EVP & CFO
|
SaleCommon | 2,090 | $40.90 | $85,489.36 |
DisclosureSEC source: 0001779743-26-000006 · wk-form4_1781031139.xml · nonDerivative · entry 2 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,228.4353 F1 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.85 TO $40.96, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:52 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionCommon | 2,090 | $28.50 | $59,565.00 |
DisclosureSEC source: 0001779743-26-000006 · wk-form4_1781031139.xml · nonDerivative · entry 1 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,318.4353 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 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:51 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 13,933 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001415199-26-000006 · wk-form4_1781031108.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 13,933 shares Expires 2028-03-15 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_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:51 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 13,933 | $40.91 | $570,014.36 |
DisclosureSEC source: 0001415199-26-000006 · wk-form4_1781031108.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,513.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:51 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 13,933 | $28.50 | $397,090.50 |
DisclosureSEC source: 0001415199-26-000006 · wk-form4_1781031108.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,446.1043 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 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 05, 2026 Filed May 7, 2026 14:18 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 7,245 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001566245-26-000006 · wk-form4_1778163512.xml · derivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,245 shares Expires 2028-03-15 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_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| May 05, 2026 Filed May 7, 2026 14:18 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 7,245 | $38.71 | $280,427.14 |
DisclosureSEC source: 0001566245-26-000006 · wk-form4_1778163512.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,979.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $38.62 TO $38.81, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. Read SEC document |
| May 05, 2026 Filed May 7, 2026 14:18 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 7,245 | $28.50 | $206,482.50 |
DisclosureSEC source: 0001566245-26-000006 · wk-form4_1778163512.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,224.077 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 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| April 27, 2026 Filed Apr 27, 2026 18:14 UTC |
Paquin NatalyeDirector
|
SaleCommon | 13,000 | $37.80 | $491,400.00 |
DisclosureSEC source: 0001377274-26-000008 · wk-form4_1777313684.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,004.4283 F1 · price: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $37.78 TO $37.885, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. F2 · balance_after: INCLUDES 1,355.4283 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
GrantPerformance Restricted Stock Units · Derivative | 4,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · derivative · entry 12 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,476 Underlying: Common · 4,476 shares Expires 2029-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
GrantRestricted Stock Units · Derivative | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · derivative · entry 11 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,920 Underlying: Common · 1,920 shares Expires 2029-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · derivative · entry 10 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,444 shares Expires 2026-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 722 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · derivative · entry 9 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,444 Underlying: Common · 722 shares Expires 2028-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · derivative · entry 8 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,020 Underlying: Common · 1,020 shares Expires 2027-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · derivative · entry 7 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 778 shares Expires 2026-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Tax withholdingCommon | 2,973 | $32.72 | $97,276.56 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · nonDerivative · entry 6 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,228.4353 F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
OtherCommon | 1,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · nonDerivative · entry 5 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,201.4353 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionCommon | 5,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · nonDerivative · entry 4 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,410.4353 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. F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionCommon | 722 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · nonDerivative · entry 3 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,966.4353 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionCommon | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · nonDerivative · entry 2 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,244.4353 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:23 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionCommon | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-26-000004 · wk-form4_1773779012.xml · nonDerivative · entry 1 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,224.4353 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
GrantPerformance Restricted Stock Units · Derivative | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 9 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,358 Underlying: Common · 2,358 shares Expires 2029-03-15 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F4 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
GrantRestricted Stock Units · Derivative | 1,011 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 8 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,011 Underlying: Common · 1,011 shares Expires 2029-03-15 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F2 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 7 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 744 Underlying: Common · 372 shares Expires 2028-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F2 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 6 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common · 493 shares Expires 2027-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F2 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 5 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 442 shares Expires 2026-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Tax withholdingCommon | 444 | $32.72 | $14,527.68 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 4 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,904 Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Exercise / conversionCommon | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 3 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,348 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Exercise / conversionCommon | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 2 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,976 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC |
Monios Eleni SEVP & Chief Credit Officer
|
Exercise / conversionCommon | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 1 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,483 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
GrantPerformance Restricted Stock Units · Derivative | 11,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · derivative · entry 13 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,820 Underlying: Common · 11,820 shares Expires 2029-03-15 F7 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F8 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F8 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
GrantRestricted Stock Units · Derivative | 5,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · derivative · entry 12 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,067 Underlying: Common · 5,067 shares Expires 2029-03-15 F7 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F6 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F6 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · derivative · entry 11 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 14,740 shares Expires 2026-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 1,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · derivative · entry 10 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,818 Underlying: Common · 1,909 shares Expires 2028-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F6 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F6 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 2,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · derivative · entry 9 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,679 Underlying: Common · 2,679 shares Expires 2027-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F6 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F6 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 2,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · derivative · entry 8 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,106 shares Expires 2026-03-15 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Tax withholdingCommon | 8,018 | $32.72 | $262,348.96 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · nonDerivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,513.1043 F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
OtherCommon | 3,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · nonDerivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,531.1043 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 14,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,804.1043 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. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 1,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,064.1043 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 2,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,155.1043 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:22 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 2,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-26-000004 · wk-form4_1773778949.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,476.1043 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 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
GrantPerformance Restricted Stock Units · Derivative | 4,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 12 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,332 Underlying: Common · 4,332 shares Expires 2029-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
GrantRestricted Stock Units · Derivative | 1,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 11 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,857 Underlying: Common · 1,857 shares Expires 2029-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. 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.