Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QCR HOLDINGS INCQCRH · Entity 4645 | SVP, Dir Of Human Resources | March 01, 2023 | March 03, 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.
QCR HOLDINGS INC
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,461 |
Ending reported balance
After 2023-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-03-01 · Exercise / conversion · Acquired 60 · Balance 3,242 Row 2 · 2023-03-01 · Exercise / conversion · Acquired 26 · Balance 3,268 Row 3 · 2023-03-01 · Exercise / conversion · Acquired 94 · Balance 3,362 Row 4 · 2023-03-01 · Exercise / conversion · Acquired 99 · Balance 3,461 |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $36.00 · Expires 2029-03-01 | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-03-01 · Exercise / conversion · Disposed 40 · Balance 0 F1: Restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2020. |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $40.00 · Expires 2024-03-02 | Direct | 90 |
Reported balance
After 2023-03-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-02 · Exercise / conversion · Disposed 91 · Balance 90 F2: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 2, 2021. |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $43.61 · Expires 2025-03-01 | Direct | 287 |
Reported balance
After 2023-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-03-01 · Exercise / conversion · Disposed 144 · Balance 287 F3: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2022. |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $43.61 · Expires 2025-03-01 | Direct | 135 |
Reported balance
After 2023-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-03-01 · Exercise / conversion · Disposed 152 · Balance 135 F4: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2023. |
| Common StockSEC Table I · non-derivative | Indirectby Managed Account | 233.08 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 233.08 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2020.
F2: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 2, 2021.
F3: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2022.
F4: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2023.
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 |
|---|---|---|---|---|---|---|
| December 31, 2019 Filed Feb 13, 2020 22:45 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 38 | $29.53 | $1,122.10 |
DisclosureSEC source: 0000906465-20-000015 · edgardoc.xml · nonDerivative · entry 4 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| September 30, 2019 Filed Feb 13, 2020 22:45 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 43 | $29.53 | $1,269.75 |
DisclosureSEC source: 0000906465-20-000015 · edgardoc.xml · nonDerivative · entry 3 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| June 30, 2019 Filed Feb 13, 2020 22:45 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 37 | $27.28 | $1,009.23 |
DisclosureSEC source: 0000906465-20-000015 · edgardoc.xml · nonDerivative · entry 2 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| March 31, 2019 Filed Feb 13, 2020 22:45 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 94 | $27.28 | $2,563.99 |
DisclosureSEC source: 0000906465-20-000015 · edgardoc.xml · nonDerivative · entry 1 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:11 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | GrantPerformance Shares · Derivative | 161 | Not disclosed Strike: $36.00 | Not disclosed |
DisclosureSEC source: 0000906465-19-000040 · edgardoc.xml · derivative · entry 2 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161 Underlying: Common Stock · 161 shares Expires 2029-03-01 F1 · derivative.exercise_price: Restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2020. F1 · price: Restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2020. F1 · derivative.exercise_date: Restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2020. Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 23:00 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 25 | $28.88 | $722.03 |
DisclosureSEC source: 0000906465-19-000014 · edgardoc.xml · nonDerivative · entry 4 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| September 30, 2018 Filed Feb 14, 2019 23:00 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 23 | $36.77 | $845.60 |
DisclosureSEC source: 0000906465-19-000014 · edgardoc.xml · nonDerivative · entry 3 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| June 30, 2018 Filed Feb 14, 2019 23:00 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 19 | $38.57 | $732.74 |
DisclosureSEC source: 0000906465-19-000014 · edgardoc.xml · nonDerivative · entry 2 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| March 31, 2018 Filed Feb 14, 2019 23:00 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 38 | $38.57 | $1,465.47 |
DisclosureSEC source: 0000906465-19-000014 · edgardoc.xml · nonDerivative · entry 1 Howard Anne E · CIK 0001751489 · SVP, Dir Of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38 F1 · shares: Represents the acquisition of shares through the QCR Holdings, Inc. Employee Stock Purchase 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.