Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | Chief Accounting Officer | January 30, 2023 | January 31, 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 January 30, 2023 · Filed January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,700 |
Ending reported balance
After 2023-01-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-30 · Purchase · Acquired 50 · Balance 11,600 Row 2 · 2023-01-30 · Purchase · Acquired 1,100 · Balance 12,700 |
| Common StockSEC Table I · non-derivative | IndirectBy the Alerus Financial Corporation Employee Stock Ownership Plan | 7,751.8549 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,751.8549 F1: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| January 30, 2023 Filed Jan 31, 2023 14:41 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 1,100 | $20.10 | $22,104.50 |
DisclosureSEC source: 0001104659-23-008315 · tm234919-1_4seq1.xml · nonDerivative · entry 2 Hanson Jerrod · CIK 0001908827 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 14:41 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 50 | $20.02 | $1,000.77 |
DisclosureSEC source: 0001104659-23-008315 · tm234919-1_4seq1.xml · nonDerivative · entry 1 Hanson Jerrod · CIK 0001908827 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 17:30 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 754 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-012538 · tm225670-5_4seq1.xml · derivative · entry 1 Hanson Jerrod · CIK 0001908827 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754 Underlying: Common Stock · 754 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F2 · shares: Includes 302 restricted stock units that have time-based vesting components. Includes 452 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 3, 2025. The performance-based restricted stock units vest on February 3, 2025, so long as Alerus Financial Corporation meets certain total stockholder return goals. F3 · derivative.expiration_date: The time-based restricted stock units vest on February 3, 2025. The performance-based restricted stock units vest on February 3, 2025, so long as Alerus Financial Corporation meets certain total stockholder return goals. 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.