Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERPRISE FINANCIAL SERVICES CORPEFSC · Entity 4422 | Director | December 08, 2022 | December 12, 2022 |
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.
ENTERPRISE FINANCIAL SERVICES CORP
Report date December 08, 2022 · Filed December 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,037 |
Reported balance
After 2022-12-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-12-08 · Grant · Acquired 355 · Balance 4,037 F1: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3: Represents shares issued under the Non-Management Director Stock Plan. F2: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 62,032 |
Reported balance
Holding disclosure · report date 2022-12-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 62,032 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse IRA | 5,436 |
Reported balance
Holding disclosure · report date 2022-12-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,436 |
| Common StockSEC Table I · non-derivative | Direct | 453,248 |
Reported balance
Holding disclosure · report date 2022-12-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 453,248 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account.
F2: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company.
F3: Represents shares issued under the Non-Management Director Stock Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
First Choice Bancorp
Report date July 21, 2021 · Filed July 22, 2021
Section 16 reporting ended · disclosed 2021-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 1
1 source rowRow 1 · 2021-07-21 · Disposition to issuer · Disposed 733,375.9455 · Balance 0 F1: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2021-07-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-07-21 · Disposition to issuer · Disposed 93,945.487 · Balance 0 F1: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 0 |
Reported balance
After 2021-07-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-07-21 · Disposition to issuer · Disposed 8,232.9165 · Balance 0 F1: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration.
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 08, 2022 Filed Dec 12, 2022 19:48 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027262 · form4.xml · derivative · entry 4 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 Underlying: Common Stock · 355 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| July 13, 2022 Filed Jul 15, 2022 13:35 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 1,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019320 · form4.xml · derivative · entry 4 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 Underlying: Common Stock · 1,834 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| December 13, 2021 Filed Dec 13, 2021 19:42 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 4,000 | $47.55 | $190,200.00 |
DisclosureSEC source: 0001127602-21-030801 · form4.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Trust Disclosed balance after: 0 Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 19:42 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 27,000 | $48.08 | $1,298,160.00 |
DisclosureSEC source: 0001127602-21-030801 · form4.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Trust Disclosed balance after: 4,000 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.00 to $48.17, inclusive. The reporting person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price with in the ranges set forth in this footnote Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 19:42 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030801 · form4.xml · derivative · entry 7 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Underlying: Common Stock · 144 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F4 · price: Represents shares issued under the Non-Management Director Stock Plan. F3 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F3 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| December 08, 2021 Filed Dec 13, 2021 19:42 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | OtherCommon Stock | 31,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030801 · form4.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Trust Disclosed balance after: 31,000 Read SEC document |
| December 08, 2021 Filed Dec 13, 2021 19:42 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | OtherCommon Stock | 31,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030801 · form4.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,248 Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 18:02 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022350 · form4.xml · derivative · entry 4 Hui Peter · CIK 0001736754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704 Underlying: Common Stock · 1,704 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 19:26 UTC | First Choice Bancorp FCBP · Entity 137100 | Disposition to issuerCommon Stock | 8,232.9165 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005051 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 0 F1 · price: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 19:26 UTC | First Choice Bancorp FCBP · Entity 137100 | Disposition to issuerCommon Stock | 93,945.487 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005051 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · price: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 19:26 UTC | First Choice Bancorp FCBP · Entity 137100 | Disposition to issuerCommon Stock | 733,375.9455 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005051 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2021 (the "Merger Agreement"), by and among First Choice Bancorp. ("Issuer"), and Enterprise Financial Services Corp ("Enterprise"), on July 21, 2021, Issuer was merged with and into Enterprise, with Enterprise continuing as the surviving corporation (the "Merger"). At the time of the Merger, each share of Issuer common stock was converted into the right to receive Merger consideration consisting of 0.6603 shares of Enterprise common stock. Disposed shares includes unvested restricted stock previously granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan which became fully vested at the time of the Merger and eligible to receive Merger Consideration. Read SEC document |
| May 27, 2021 Filed May 27, 2021 21:52 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 18.244 | $32.02 | $584.19 |
DisclosureSEC source: 0001562180-21-003804 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,731.3208 F1 · shares: Shares were acquired from reinvested dividends. F2 · balance_after: Additional shares were acquired from reinvested dividends on March 4, 2021. Read SEC document |
| May 24, 2021 Filed May 27, 2021 21:52 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 63.069 | $32.38 | $2,042.46 |
DisclosureSEC source: 0001562180-21-003804 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 8,232.9165 F3 · shares: Shares were acquired from reinvested dividends. F2 · balance_after: Additional shares were acquired from reinvested dividends on March 4, 2021. Read SEC document |
| May 24, 2021 Filed May 27, 2021 21:52 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 719.6789 | $32.38 | $23,306.44 |
DisclosureSEC source: 0001562180-21-003804 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 93,945.487 F1 · shares: Shares were acquired from reinvested dividends. F2 · balance_after: Additional shares were acquired from reinvested dividends on March 4, 2021. Read SEC document |
| May 24, 2021 Filed May 27, 2021 21:52 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 5,579.8006 | $32.38 | $180,699.05 |
DisclosureSEC source: 0001562180-21-003804 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,713.0768 F1 · shares: Shares were acquired from reinvested dividends. F2 · balance_after: Additional shares were acquired from reinvested dividends on March 4, 2021. Read SEC document |
| February 08, 2021 Filed Feb 8, 2021 21:35 UTC | First Choice Bancorp FCBP · Entity 137100 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000995 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,981.402 F1 · shares: These shares vest 100% on the first anniversary of the date of grant. F2 · price: Shares granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan. Read SEC document |
| December 30, 2020 Filed Dec 30, 2020 20:20 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 0.0093 | $18.35 | $0.17 |
DisclosureSEC source: 0001562180-20-007518 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,336.402 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 20:20 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 109.8882 | $18.14 | $1,993.02 |
DisclosureSEC source: 0001562180-20-007518 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 8,082.0061 Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 20:20 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 1,253.9296 | $18.14 | $22,742.27 |
DisclosureSEC source: 0001562180-20-007518 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 92,223.4527 Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 20:20 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 9,721.9423 | $18.14 | $176,324.92 |
DisclosureSEC source: 0001562180-20-007518 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,336.3927 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 15:46 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 124.2703 | $15.79 | $1,961.95 |
DisclosureSEC source: 0001562180-20-005914 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,972.1179 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 15:46 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 1,418.0444 | $15.79 | $22,387.80 |
DisclosureSEC source: 0001562180-20-005914 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 90,969.5231 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 15:46 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 120.6922 | $15.50 | $1,870.50 |
DisclosureSEC source: 0001562180-20-005914 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707,614.4504 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 15:46 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 10,875.8528 | $15.79 | $171,705.79 |
DisclosureSEC source: 0001562180-20-005914 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707,493.7566 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 17:34 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 122.1893 | $15.81 | $1,931.41 |
DisclosureSEC source: 0001562180-20-004327 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,847.8476 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 17:34 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 1,394.3 | $15.81 | $22,039.28 |
DisclosureSEC source: 0001562180-20-004327 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 89,551.4787 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 17:34 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 10,693.745 | $15.81 | $169,032.82 |
DisclosureSEC source: 0001562180-20-004327 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,617.9038 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 17:34 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 111.7577 | $16.49 | $1,842.88 |
DisclosureSEC source: 0001562180-20-004327 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,924.1588 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 04, 2020 Filed Jun 16, 2020 15:59 UTC Amendment | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 122.1893 | $15.81 | $1,931.41 |
DisclosureSEC source: 0001562180-20-004507 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,847.8476 F1 · date: Due to a scriveners error, the date reported on the previous form 4 was incorrectly stated. The correct date is listed here. F2 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 04, 2020 Filed Jun 16, 2020 15:59 UTC Amendment | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 1,394.3 | $15.81 | $22,039.28 |
DisclosureSEC source: 0001562180-20-004507 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 90,945.7787 F1 · date: Due to a scriveners error, the date reported on the previous form 4 was incorrectly stated. The correct date is listed here. F2 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| June 04, 2020 Filed Jun 16, 2020 15:59 UTC Amendment | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 10,693.745 | $15.81 | $169,032.82 |
DisclosureSEC source: 0001562180-20-004507 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,617.9038 F1 · date: Due to a scriveners error, the date reported on the previous form 4 was incorrectly stated. The correct date is listed here. F2 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:12 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 83.3463 | $22.92 | $1,910.58 |
DisclosureSEC source: 0001562180-20-002311 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,725.6583 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:12 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 951.06 | $22.92 | $21,801.53 |
DisclosureSEC source: 0001562180-20-002311 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 88,157.1787 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:12 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 7,294.2632 | $22.92 | $167,209.31 |
DisclosureSEC source: 0001562180-20-002311 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,812.4011 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:12 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 78.8471 | $23.12 | $1,822.94 |
DisclosureSEC source: 0001562180-20-002311 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,518.1379 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 18:06 UTC | First Choice Bancorp FCBP · Entity 137100 | GrantCommon Stock | 2,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000981 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,439.2908 F1 · shares: These shares vest 100% on the first anniversary of the date of grant. F2 · price: Shares granted under the First Choice Bancorp 2013 Omnibus Stock Incentive Plan. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 20:41 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 76.5992 | $24.69 | $1,891.23 |
DisclosureSEC source: 0001562180-19-006112 · primarydocument.xml · nonDerivative · entry 5 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,642.312 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 20:41 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 874.0696 | $24.69 | $21,580.78 |
DisclosureSEC source: 0001562180-19-006112 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 87,206.1187 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 20:41 UTC | First Choice Bancorp FCBP · Entity 137100 | GiftCommon Stock | 3,500 | $26.50 | $92,750.00 |
DisclosureSEC source: 0001562180-19-006112 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,128.2908 Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 20:41 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 6,788.97 | $24.69 | $167,619.67 |
DisclosureSEC source: 0001562180-19-006112 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,628.2908 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 20:41 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 34.3763 | $25.50 | $876.60 |
DisclosureSEC source: 0001562180-19-006112 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,839.3208 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 16:35 UTC | First Choice Bancorp FCBP · Entity 137100 | GiftCommon Stock | 5,000 | $23.18 | $115,900.00 |
DisclosureSEC source: 0001562180-19-005945 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,804.9445 Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 17:45 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 70.2772 | $21.33 | $1,499.01 |
DisclosureSEC source: 0001562180-19-004579 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,565.7128 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 17:45 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 801.9287 | $21.33 | $17,105.14 |
DisclosureSEC source: 0001562180-19-004579 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 86,332.0491 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 17:45 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 6,228.65 | $21.33 | $132,857.10 |
DisclosureSEC source: 0001562180-19-004579 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,804.9445 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 17:45 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 32.2885 | $21.52 | $694.85 |
DisclosureSEC source: 0001562180-19-004579 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,576.2945 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:13 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 68.4557 | $21.70 | $1,485.40 |
DisclosureSEC source: 0001562180-19-003137 · primarydocument.xml · nonDerivative · entry 4 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,495.4356 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:13 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 781.1433 | $21.70 | $16,949.79 |
DisclosureSEC source: 0001562180-19-003137 · primarydocument.xml · nonDerivative · entry 3 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 85,530.1192 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:13 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 6,067.2046 | $21.70 | $131,650.45 |
DisclosureSEC source: 0001562180-19-003137 · primarydocument.xml · nonDerivative · entry 2 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,544.006 F1 · shares: Shares were acquired from reinvested dividends. Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:13 UTC | First Choice Bancorp FCBP · Entity 137100 | PurchaseCommon Stock | 31.7865 | $21.66 | $688.59 |
DisclosureSEC source: 0001562180-19-003137 · primarydocument.xml · nonDerivative · entry 1 Hui Peter · CIK 0001736754 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,476.8014 F1 · shares: Shares were acquired from reinvested dividends. 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.