Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WASHINGTON TRUST BANCORP INCWASH · Entity 5187 | Director | April 25, 2023 | April 27, 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.
WASHINGTON TRUST BANCORP INC
Report date April 25, 2023 · Filed April 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,654 |
Reported balance
After 2023-04-25 transaction · row 1
1 source rowRow 1 · 2023-04-25 · Grant · Acquired 1,230 · Balance 47,654 |
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 |
|---|---|---|---|---|---|---|
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 300 | $52.25 | $15,675.00 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 11 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,260 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 55 | $52.20 | $2,871.14 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 10 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,560 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 258 | $52.20 | $13,467.60 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 9 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,615 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 1,182 | $52.15 | $61,641.30 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 8 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,873 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 500 | $52.10 | $26,050.00 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 7 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,055 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 900 | $52.05 | $46,845.00 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 6 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,555 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 400 | $52.00 | $20,800.00 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 5 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,455 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 100 | $51.98 | $5,197.50 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 4 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,855 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 400 | $51.95 | $20,780.00 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 3 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,955 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 100 | $51.90 | $5,190.00 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 2 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,355 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 18:42 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 228 | $51.85 | $11,821.80 |
DisclosureSEC source: 0000737468-17-000055 · wf-form4_149331853872765.xml · nonDerivative · entry 1 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,455 Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 19:30 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 2,733 | $49.60 | $135,556.80 |
DisclosureSEC source: 0000737468-17-000034 · wf-form4_149150699661752.xml · nonDerivative · entry 2 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,683 Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 19:30 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 5,702 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-17-000034 · wf-form4_149150699661752.xml · nonDerivative · entry 1 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,416 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 21:35 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 11,000 | $17.91 Strike: $17.91 | $197,010.00 |
DisclosureSEC source: 0000737468-16-000333 · wf-form4_147950493077830.xml · derivative · entry 3 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,000 shares Expires 2019-09-21 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. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 21:35 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 7,065 | $52.15 | $368,439.75 |
DisclosureSEC source: 0000737468-16-000333 · wf-form4_147950493077830.xml · nonDerivative · entry 2 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,714 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 21:35 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 11,000 | $17.91 | $197,010.00 |
DisclosureSEC source: 0000737468-16-000333 · wf-form4_147950493077830.xml · nonDerivative · entry 1 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,779 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. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 20:34 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $46.00 Strike: $17.91 | $460,000.00 |
DisclosureSEC source: 0000737468-16-000309 · wf-form4_147794602963728.xml · derivative · entry 3 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 10,000 shares Expires 2019-09-21 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. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 20:34 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 5,929 | $46.00 | $272,734.00 |
DisclosureSEC source: 0000737468-16-000309 · wf-form4_147794602963728.xml · nonDerivative · entry 2 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,779 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 20:34 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 10,000 | $17.91 | $179,100.00 |
DisclosureSEC source: 0000737468-16-000309 · wf-form4_147794602963728.xml · nonDerivative · entry 1 MarcAurele Joseph J · CIK 0001472928 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,708 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. 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.