Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | Director | May 08, 2023 | May 15, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALERUS FINANCIAL CORP
Report date May 08, 2023 · Filed May 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,570 |
Reported balance
After 2023-05-08 transaction · row 1
1 source rowRow 1 · 2023-05-08 · Grant · Acquired 2,589 · Balance 84,570 F1: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 19,000 |
Reported balance
Holding disclosure · report date 2023-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,000 F2: 19,000 shares of common stock are held by Mr. Lemke as trustee of the Doreen D. Lemke Testamentary Family Trust. Mr. Lemke possesses sole voting and investment power with respect to these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan.
F2: 19,000 shares of common stock are held by Mr. Lemke as trustee of the Doreen D. Lemke Testamentary Family Trust. Mr. Lemke possesses sole voting and investment power with respect to these shares.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 08, 2023 Filed May 15, 2023 15:16 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-060465 · tm2315664-7_4seq1.xml · nonDerivative · entry 1 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,570 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| May 11, 2022 Filed Feb 2, 2023 19:23 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-009817 · tm235177-6_5seq1.xml · nonDerivative · entry 1 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,981 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2 · balance_after: Indicates the total number of shares of common stock owned directly by Mr. Lemke as of December 31, 2022. Read SEC document |
| May 12, 2021 Filed May 13, 2021 14:32 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-065649 · tm2116200-4_4seq1.xml · nonDerivative · entry 1 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,631 F1 · shares: All 1,215 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| November 24, 2020 Filed Mar 16, 2021 17:59 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | OtherCommon Stock | 2,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-037011 · tm219827-2_5seq1.xml · nonDerivative · entry 3 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,416 F3 · balance_after: Indicates the total number of shares of common stock owned directly by Mr. Lemke as of December 31, 2020. F4 · balance_after: Mr. Lemke filed a Form 4 on June 1, 2020 reporting the acquisition of 2,144 shares of common stock acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. The number of shares of common stock that were actually acquired was 2,114 shares, which was noted in the footnote to column 4 of the Form 4. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 13:53 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-068071 · a4.xml · nonDerivative · entry 1 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,773 F1 · shares: All 2,114 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| September 19, 2019 Filed Mar 16, 2021 17:59 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-037011 · tm219827-2_5seq1.xml · nonDerivative · entry 2 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,659 F2 · balance_after: Indicates the total number of shares of common stock owned directly by Mr. Lemke as of September 19, 2019. Read SEC document |
| September 17, 2019 Filed Mar 16, 2021 17:59 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-037011 · tm219827-2_5seq1.xml · nonDerivative · entry 1 Lemke Kevin D · CIK 0001786856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,459 F1 · balance_after: Indicates the total number of shares of common stock owned directly by Mr. Lemke as of September 17, 2019. 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.