Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTRAL PACIFIC FINANCIAL CORPCPF · Entity 4988 | Director | December 11, 2019 | December 13, 2019 |
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.
CENTRAL PACIFIC FINANCIAL CORP
Report date December 11, 2019 · Filed December 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 12,523 |
Reported balance
After 2019-12-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-12-11 · Sale · Disposed 4 · Balance 12,523 |
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 9,795 |
Reported balance
After 2019-12-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-11 · Sale · Disposed 2,728 · Balance 9,795 |
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 9,758 |
Reported balance
After 2019-12-11 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-12-11 · Sale · Disposed 37 · Balance 9,758 |
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 9,658 |
Reported balance
After 2019-12-11 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-12-11 · Sale · Disposed 100 · Balance 9,658 |
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 7,858 |
Reported balance
After 2019-12-11 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-12-11 · Sale · Disposed 1,800 · Balance 7,858 |
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 6,127 |
Reported balance
After 2019-12-11 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-12-11 · Sale · Disposed 1,731 · Balance 6,127 |
| Common StockSEC Table I · non-derivative | IndirectThe John C Dean Rev Trust | 5,927 |
Reported balance
After 2019-12-11 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2019-12-11 · Sale · Disposed 200 · Balance 5,927 |
| Common StockSEC Table I · non-derivative | IndirectMSSB C/F John C. Dean Roth Converted IRA 112-156064-086 | 14,600 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 14,600 |
| Common StockSEC Table I · non-derivative | Direct | 3,398 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 3,398 |
| Common StockSEC Table I · non-derivative | Direct | 2,003 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 2,003 F1: RSUs time-based; granted 2/17/15 |
| Common StockSEC Table I · non-derivative | Direct | 18,268 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 18,268 F2: RSU performance-based grant 2/28/14 |
| Common StockSEC Table I · non-derivative | Direct | 3,439 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 3,439 F3: RSU time-based grant 2/28/14 |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs time-based; granted 2/17/15
F2: RSU performance-based grant 2/28/14
F3: RSU time-based grant 2/28/14
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Elevate Credit, Inc.
Report date May 06, 2022 · Filed May 10, 2022
Section 16 reporting ended · disclosed 2022-05-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,719 |
Reported balance
After 2022-05-06 transaction · row 2
1 source rowRow 2 · 2022-05-06 · Exercise / conversion · Acquired 31,339 · Balance 171,719 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-06 · Exercise / conversion · Disposed 31,339 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock. F3: The RSUs will vest upon the earlier of the one (1) year anniversary of May 15, 2021 or the next annual shareholder meeting, subject to continued service on the board through such date. The annual shareholder meeting was held on May 6, 2022. |
| Common StockSEC Table I · non-derivative | IndirectThe John and Sue Dean 2008 Revocable Trust | 50,000 |
Reported balance
Holding disclosure · report date 2022-05-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 50,000 F1: Mr. Dean and his spouse, Susan Dean, are the voting trustees of the John and Sue Dean 2008 Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Dean and his spouse, Susan Dean, are the voting trustees of the John and Sue Dean 2008 Revocable Trust.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Elevate Credit, Inc. common stock.
F3: The RSUs will vest upon the earlier of the one (1) year anniversary of May 15, 2021 or the next annual shareholder meeting, subject to continued service on the board through such date. The annual shareholder meeting was held on May 6, 2022.
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 |
|---|---|---|---|---|---|---|
| November 22, 2016 Filed Nov 23, 2016 18:25 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 425 | $30.21 | $12,839.25 |
DisclosureSEC source: 0001127602-16-068307 · form4.xml · nonDerivative · entry 4 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 87,877 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:25 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 798 | $30.20 | $24,099.60 |
DisclosureSEC source: 0001127602-16-068307 · form4.xml · nonDerivative · entry 3 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 88,302 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:25 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 700 | $30.19 | $21,133.00 |
DisclosureSEC source: 0001127602-16-068307 · form4.xml · nonDerivative · entry 2 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 89,100 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:25 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 200 | $30.16 | $6,032.00 |
DisclosureSEC source: 0001127602-16-068307 · form4.xml · nonDerivative · entry 1 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 89,800 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:19 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 1,718 | $30.27 | $52,003.86 |
DisclosureSEC source: 0001127602-16-068304 · form4.xml · nonDerivative · entry 3 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · The John C Dean Rev Trust Disclosed balance after: 98,661 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:19 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 508 | $30.26 | $15,372.08 |
DisclosureSEC source: 0001127602-16-068304 · form4.xml · nonDerivative · entry 2 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · The John C Dean Rev Trust Disclosed balance after: 100,379 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:19 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 2,600 | $30.25 | $78,650.00 |
DisclosureSEC source: 0001127602-16-068304 · form4.xml · nonDerivative · entry 1 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · The John C Dean Rev Trust Disclosed balance after: 100,887 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 200 | $30.22 | $6,044.00 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 12 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 90,000 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 205 | $30.21 | $6,193.05 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 11 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 90,200 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 898 | $30.20 | $27,119.60 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 10 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 90,405 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 5 | $30.19 | $150.95 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 9 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 91,303 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 1,275 | $30.17 | $38,466.75 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 8 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 91,308 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 705 | $30.16 | $21,262.80 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 7 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 92,583 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 900 | $30.15 | $27,135.00 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 6 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 97,955 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 304 | $30.14 | $9,162.56 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 5 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 98,855 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 1,521 | $30.13 | $45,827.73 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 4 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 93,288 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 2,228 | $30.12 | $67,107.36 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 3 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 94,809 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 918 | $30.11 | $27,640.98 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 2 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 97,037 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:37 UTC | CENTRAL PACIFIC FINANCIAL CORP CPF · Entity 4988 | SaleCommon Stock | 841 | $30.10 | $25,314.10 |
DisclosureSEC source: 0001127602-16-067965 · form4.xml · nonDerivative · entry 1 Dean John C · CIK 0001491133 · Director · Executive Chair 10b5-1 filing: Not disclosed Ownership: Indirect · MSSB C/F John C. Dean Roth Converted IRA 112-156064-086 Disclosed balance after: 99,159 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.