Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OFG BANCORPOFG · Entity 4437 | Director | April 12, 2023 | April 17, 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.
OFG BANCORP
Report date April 12, 2023 · Filed April 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted UnitsSEC Table II · derivative / convertible security | Direct | 11,500 |
Reported balance
After 2023-04-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-12 · Grant · Acquired 2,200 · Balance 11,500 F1: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 21, 2023. F2: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F3: Not applicable. F4: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. |
Filing footnotes · ownership attribution and instrument terms
F1: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 21, 2023.
F2: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period.
F3: Not applicable.
F4: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award.
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 12, 2023 Filed Apr 17, 2023 20:01 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003561 · primarydocument.xml · derivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,500 Underlying: Common Stock · 2,200 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 21, 2023. F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F3 · price: Not applicable. F4 · derivative.exercise_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. F4 · derivative.expiration_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 20:19 UTC | OFG BANCORP OFG · Entity 4437 | Exercise / conversionRestricted Units · Derivative | 1,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-002912 · primarydocument.xml · derivative · entry 2 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 Underlying: Common Stock · 1,990 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. F2 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan. They represent 100% of a grant of Restricted Units ("RUs") of February 18, 2020. F3 · derivative.exercise_price: The Restricted Units convert to Common Stock on a one-for-one basis. F1 · price: Not applicable. F1 · derivative.exercise_date: Not applicable. F1 · derivative.expiration_date: Not applicable. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 20:19 UTC | OFG BANCORP OFG · Entity 4437 | Exercise / conversionCommon Stock | 1,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-002912 · primarydocument.xml · nonDerivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,990 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: Not applicable. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 21:56 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 15,000 | $29.50 | $442,509.00 |
DisclosureSEC source: 0001562180-23-001765 · primarydocument.xml · nonDerivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| December 02, 2022 Filed Dec 2, 2022 21:40 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 5,000 | $28.40 | $142,000.00 |
DisclosureSEC source: 0001562180-22-008015 · primarydocument.xml · nonDerivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 21:15 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 5,000 | $28.50 | $142,500.00 |
DisclosureSEC source: 0001562180-22-007941 · primarydocument.xml · nonDerivative · entry 4 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 21:15 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 118 | $28.80 | $3,398.40 |
DisclosureSEC source: 0001562180-22-007941 · primarydocument.xml · nonDerivative · entry 3 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 21:15 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 5,000 | $28.49 | $142,455.00 |
DisclosureSEC source: 0001562180-22-007941 · primarydocument.xml · nonDerivative · entry 2 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,118 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 21:15 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 4,882 | $28.62 | $139,744.81 |
DisclosureSEC source: 0001562180-22-007941 · primarydocument.xml · nonDerivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,118 Read SEC document |
| May 16, 2022 Filed May 17, 2022 21:21 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 3,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-004125 · primarydocument.xml · derivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290 Underlying: Common Stock · 3,700 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 22, 2022. F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F3 · price: Not applicable. F4 · derivative.exercise_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. F4 · derivative.expiration_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 20:11 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 5,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-002879 · primarydocument.xml · derivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,590 Underlying: Common Stock · 5,600 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 17, 2021. F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F3 · price: Not applicable. F4 · derivative.exercise_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. F4 · derivative.expiration_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of the date of the Award. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 18:00 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 1,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001759997-20-000002 · primary_doc.xml · derivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,990 Underlying: Common Stock · 1,990 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan"). F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F4 · price: Not applicable. F3 · derivative.exercise_date: Subject to the terms of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary date of this Award. F3 · derivative.expiration_date: Subject to the terms of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary date of this Award. Read SEC document |
| March 20, 2020 Filed Mar 21, 2020 00:22 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $10.00 | $50,000.00 |
DisclosureSEC source: 0001759997-20-000001 · primary_doc.xml · nonDerivative · entry 5 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Read SEC document |
| March 20, 2020 Filed Mar 21, 2020 00:22 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $9.75 | $48,750.00 |
DisclosureSEC source: 0001759997-20-000001 · primary_doc.xml · nonDerivative · entry 4 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Read SEC document |
| March 20, 2020 Filed Mar 21, 2020 00:22 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $9.25 | $46,250.00 |
DisclosureSEC source: 0001759997-20-000001 · primary_doc.xml · nonDerivative · entry 3 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Read SEC document |
| March 19, 2020 Filed Mar 21, 2020 00:22 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $9.70 | $48,500.00 |
DisclosureSEC source: 0001759997-20-000001 · primary_doc.xml · nonDerivative · entry 2 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| March 19, 2020 Filed Mar 21, 2020 00:22 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 10,000 | $9.50 | $95,000.00 |
DisclosureSEC source: 0001759997-20-000001 · primary_doc.xml · nonDerivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $20.30 | $101,500.00 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 11 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $20.06 | $100,278.00 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 10 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $20.25 | $101,236.00 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 9 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $20.20 | $100,999.00 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 8 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 748 | $20.40 | $15,258.23 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 7 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 2,502 | $19.99 | $50,017.98 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 6 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,252 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 4,252 | $20.45 | $86,934.27 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 5 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,750 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 637 | $20.09 | $12,795.67 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 4 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,498 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 4,363 | $20.40 | $89,005.20 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 3 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,861 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 2,498 | $20.25 | $50,584.50 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 2 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,498 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:52 UTC | OFG BANCORP OFG · Entity 4437 | PurchaseCommon Stock | 5,000 | $19.97 | $99,839.50 |
DisclosureSEC source: 0001759997-19-000001 · primary_doc.xml · nonDerivative · entry 1 PEREZ EDWIN · CIK 0001759997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.