Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | Director | August 22, 2022 | August 24, 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.
Northwest Bancshares, Inc.
Report date August 22, 2022 · Filed August 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 55,529.959 |
Last balance in matching sequence
After 2022-08-22 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-08-22 · Exercise / conversion · Acquired 7,200 · Balance 61,648.959 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Row 2 · 2022-08-22 · Sale · Disposed 6,119 · Balance 55,529.959 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.44 · Expires 2023-05-15 | Direct | 0 |
Reported balance
After 2022-08-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-22 · Exercise / conversion · Disposed 7,200 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| August 22, 2022 Filed Aug 24, 2022 13:08 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,200 | $12.44 Strike: $12.44 | $89,568.00 |
DisclosureSEC source: 0001471265-22-000101 · wf-form4_166134649754529.xml · derivative · entry 3 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,200 shares Expires 2023-05-15 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 |
| August 22, 2022 Filed Aug 24, 2022 13:08 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 6,119 | $14.64 | $89,582.16 |
DisclosureSEC source: 0001471265-22-000101 · wf-form4_166134649754529.xml · nonDerivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,529.959 F1 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 13:08 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 7,200 | $12.44 | $89,568.00 |
DisclosureSEC source: 0001471265-22-000101 · wf-form4_166134649754529.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,648.959 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 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 18, 2022 Filed May 20, 2022 14:54 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 3,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001471265-22-000054 · wf-form4_165305847836525.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,379.996 F1 · shares: This grant of RSA shares will fully vest on May 18, 2023. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 17:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,200 | $11.70 Strike: $11.70 | $84,240.00 |
DisclosureSEC source: 0001471265-22-000007 · wf-form4_164485924068173.xml · derivative · entry 3 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,200 shares Expires 2022-05-23 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 |
| February 10, 2022 Filed Feb 14, 2022 17:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 6,022 | $13.99 | $84,247.78 |
DisclosureSEC source: 0001471265-22-000007 · wf-form4_164485924068173.xml · nonDerivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,480.07 F1 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 17:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 7,200 | $11.70 | $84,240.00 |
DisclosureSEC source: 0001471265-22-000007 · wf-form4_164485924068173.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,502.07 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 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 25, 2021 Filed May 27, 2021 12:53 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $13.68 Strike: $13.68 | $98,496.00 |
DisclosureSEC source: 0001471265-21-000093 · wf-form4_162211999015762.xml · derivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Northwest Bancshares, Inc. Common Stock · 7,200 shares Expires 2031-05-25 F3 · shares: One fifth of this grant of stock options will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025. Read SEC document |
| May 25, 2021 Filed May 27, 2021 12:53 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $13.68 | $36,936.00 |
DisclosureSEC source: 0001471265-21-000093 · wf-form4_162211999015762.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,160.063 F1 · shares: One fifth of this grant of RRP shares will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 21:40 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,000 | $12.32 Strike: $12.32 | $246,400.00 |
DisclosureSEC source: 0001471265-21-000029 · wf-form4_161411638284495.xml · derivative · entry 3 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2021-05-18 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 |
| February 22, 2021 Filed Feb 23, 2021 21:40 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 17,377 | $14.18 | $246,405.86 |
DisclosureSEC source: 0001471265-21-000029 · wf-form4_161411638284495.xml · nonDerivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,393.25 F1 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 21:40 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 20,000 | $12.32 | $246,400.00 |
DisclosureSEC source: 0001471265-21-000029 · wf-form4_161411638284495.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,770.248 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 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 20, 2020 Filed May 21, 2020 16:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $9.71 Strike: $9.71 | $69,912.00 |
DisclosureSEC source: 0001471265-20-000061 · wf-form4_159007732411816.xml · derivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Northwest Bancshares, Inc. Common Stock · 7,200 shares Expires 2030-05-20 F3 · shares: One seventh of this grant of stock options will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. Read SEC document |
| May 20, 2020 Filed May 21, 2020 16:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $9.71 | $26,217.00 |
DisclosureSEC source: 0001471265-20-000061 · wf-form4_159007732411816.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,549.863 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 12:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $12.32 Strike: $12.32 | $123,200.00 |
DisclosureSEC source: 0001471265-19-000041 · wf-form4_157183475994916.xml · derivative · entry 3 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2021-05-18 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 · shares: Option exercise and related sale of shares to pay for exercise price conducted pursuant to a Rule 10b5-1 trading plan established May 17, 2019. F1 · derivative.underlying_shares: Option exercise and related sale of shares to pay for exercise price conducted pursuant to a Rule 10b5-1 trading plan established May 17, 2019. Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 12:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 7,030 | $17.53 | $123,200.75 |
DisclosureSEC source: 0001471265-19-000041 · wf-form4_157183475994916.xml · nonDerivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,656.112 F1 · shares: Option exercise and related sale of shares to pay for exercise price conducted pursuant to a Rule 10b5-1 trading plan established May 17, 2019. Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 12:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 10,000 | $12.32 | $123,200.00 |
DisclosureSEC source: 0001471265-19-000041 · wf-form4_157183475994916.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,686.112 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 · shares: Option exercise and related sale of shares to pay for exercise price conducted pursuant to a Rule 10b5-1 trading plan established May 17, 2019. Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:35 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $17.27 Strike: $17.27 | $124,344.00 |
DisclosureSEC source: 0001518792-19-000003 · edgar.xml · derivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2029-05-22 F2 · shares: One seventh of this grant of stock options will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:35 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $17.27 | $46,629.00 |
DisclosureSEC source: 0001518792-19-000003 · edgar.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,638.54 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. F3 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 07, 2019 Filed May 8, 2019 19:53 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 600 | $17.55 | $10,529.94 |
DisclosureSEC source: 0001518792-19-000002 · edgar.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,893.769 F1 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 31, 2018 Filed Nov 1, 2018 19:47 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $12.12 | $0.00 |
DisclosureSEC source: 0001518792-18-000003 · edgar.xml · derivative · entry 3 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2021-01-19 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 31, 2018 Filed Nov 1, 2018 19:47 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. | 4,506 | $16.14 | $72,726.84 |
DisclosureSEC source: 0001518792-18-000003 · edgar.xml · nonDerivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,410.014 F1 · shares: Constructively exchanged 4,506 shares to exercise 6,000 options. The number of shares issued was 1,494. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 31, 2018 Filed Nov 1, 2018 19:47 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 6,000 | $12.12 | $72,720.00 |
DisclosureSEC source: 0001518792-18-000003 · edgar.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,916.014 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 |
| May 14, 2018 Filed May 16, 2018 14:37 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $16.59 Strike: $16.59 | $119,448.00 |
DisclosureSEC source: 0001518792-18-000001 · edgar.xml · derivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2028-05-14 F2 · shares: One seventh of this grant of stock options will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. Read SEC document |
| May 14, 2018 Filed May 16, 2018 14:37 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $16.59 | $44,793.00 |
DisclosureSEC source: 0001518792-18-000001 · edgar.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,835.809 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. F3 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:47 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $15.57 Strike: $15.57 | $112,104.00 |
DisclosureSEC source: 0001518792-17-000001 · edgar.xml · derivative · entry 2 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2027-05-17 F2 · shares: One tenth of this grant of stock options will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:47 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $15.24 | $41,148.00 |
DisclosureSEC source: 0001518792-17-000001 · edgar.xml · nonDerivative · entry 1 Probst Sonia M. · CIK 0001518792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,972.083 F1 · shares: One tenth of this grant of RRP shares will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. F3 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. 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.