Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOSTON PRIVATE FINANCIAL HOLDINGS INC
Report date July 01, 2021 · Filed July 06, 2021
Section 16 reporting ended · disclosed 2021-07-06. 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 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 50,884.948 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.
VALERO ENERGY CORP/TX
Report date April 28, 2022 · Filed May 02, 2022
Section 16 reporting ended · disclosed 2022-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,584 |
Reported balance
After 2022-04-29 transaction · row 1
1 source rowRow 1 · 2022-04-29 · Exercise / conversion · Acquired 3,630 · Balance 14,584 |
| Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-04-29 | Direct | 0 |
Reported balance
After 2022-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-29 · Exercise / conversion · Disposed 3,630 · Balance 0 F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,944 |
Reported balance
After 2022-04-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-04-28 · Grant · Acquired 1,944 · Balance 1,944 F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.
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 |
|---|---|---|---|---|---|---|
| April 29, 2022 Filed May 2, 2022 22:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000026 · wf-form4_165152891948001.xml · derivative · entry 2 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,630 shares Expires 2022-04-29 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 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000026 · wf-form4_165152891948001.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,584 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 |
| April 28, 2022 Filed May 2, 2022 22:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000026 · wf-form4_165152891948001.xml · derivative · entry 3 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 Underlying: Common Stock · 1,944 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 18:38 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | Disposition to issuerCommon Stock | 50,884.948 | $0.00 | $0.00 |
DisclosureSEC source: 0000821127-21-000175 · wf-form4_162561106966401.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. Read SEC document |
| May 14, 2021 Filed May 17, 2021 16:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,399 | $15.19 | $21,250.81 |
DisclosureSEC source: 0000821127-21-000120 · wf-form4_162128252889302.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,884.948 Read SEC document |
| April 30, 2021 Filed May 3, 2021 23:03 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000081 · wf-form4_162008296850154.xml · derivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,049 Underlying: Common Stock · 3,049 shares Expires 2023-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:24 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 2,913 | $14.59 | $42,500.67 |
DisclosureSEC source: 0000821127-21-000081 · wf-form4_161601265675577.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,485.948 Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 16:25 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 4,415 | $7.22 | $31,876.30 |
DisclosureSEC source: 0000821127-20-000243 · wf-form4_160556188949392.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,572.948 Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 16:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 5,044 | $6.32 | $31,878.08 |
DisclosureSEC source: 0000821127-20-000209 · wf-form4_159769539158592.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,157.948 Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:54 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 3,450 | $6.16 | $21,252.00 |
DisclosureSEC source: 0000821127-20-000138 · wf-form4_158992527434672.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,113.948 Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:11 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000026 · edgar.xml · derivative · entry 3 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Underlying: Common Stock · 3,630 shares Expires 2022-04-30 F3 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:11 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000026 · edgar.xml · derivative · entry 2 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,933 shares Expires 2020-04-30 F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. On April 30, 2020, 1,933 stock units were settled in an equal number of shares of common stock. Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:11 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000026 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,954 F1 · balance_after: In addition to the 10,954 shares that are directly beneficially owned by the reporting person, there are an additional 500 shares indirectly owned by the reporting person in a trust for which the reporting person serves as a beneficiary. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 16:22 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,826 | $11.64 | $21,254.64 |
DisclosureSEC source: 0000821127-20-000034 · wf-form4_158214734137217.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,663.948 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 16:35 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,840 | $11.55 | $21,252.00 |
DisclosureSEC source: 0000821127-19-000132 · wf-form4_157419930700593.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,837.948 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:02 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 2,051.16 | $10.36 | $21,250.02 |
DisclosureSEC source: 0001628280-19-010885 · wf-form4_156598933615218.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,997.948 Read SEC document |
| May 15, 2019 Filed May 17, 2019 16:34 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,918 | $11.08 | $21,251.44 |
DisclosureSEC source: 0000821127-19-000068 · wf-form4_155812527961747.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,946.788 Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000020 · edgar.xml · derivative · entry 3 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,933 Underlying: Common Stock · 1,933 shares Expires 2019-04-30 F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000020 · edgar.xml · derivative · entry 2 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,557 shares Expires 2019-04-30 F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000020 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,021 F1 · balance_after: In addition to the 9,021 shares that are directly beneficially owned by the reporting person, there are (ii) an additional 500 shares indirectly owned by the reporting person in a trust for which the reporting person serves as a beneficiary; and (ii) an additional 2,940 shares that are held in a trust for which the reporting person's spouse serves as trustee (the reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person owns such shares.) Read SEC document |
| February 20, 2019 Filed Feb 20, 2019 21:09 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | PurchaseCommon Stock, $.01 par value | 500 | $84.97 | $42,485.00 |
DisclosureSEC source: 0001035002-19-000004 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · trust Disclosed balance after: 500 F1 · balance_after: In addition to the 500 shares indirectly owned, the reporting person also directly owns 7,464 shares. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 16:14 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,774 | $11.98 | $21,252.52 |
DisclosureSEC source: 0000821127-19-000014 · wf-form4_155069724307823.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,028.788 Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 16:27 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 3,000 | $12.61 | $37,830.00 |
DisclosureSEC source: 0000821127-18-000154 · wf-form4_154413161420653.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,254.788 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 16:42 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,644.74 | $12.92 | $21,250.04 |
DisclosureSEC source: 0000821127-18-000133 · wf-form4_154266374719216.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,254.788 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 17:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,517.42 | $14.00 | $21,249.95 |
DisclosureSEC source: 0000821127-18-000117 · wf-form4_153445417043343.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,610.048 Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 21:09 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | SaleCommon Stock, $.01 par value | 1,000 | $116.76 | $116,755.30 |
DisclosureSEC source: 0001035002-18-000038 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,464 F1 · balance_after: In addition to the 7,464 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:25 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 5,000 | $14.40 | $72,000.00 |
DisclosureSEC source: 0000821127-18-000097 · wf-form4_153298234000472.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,092.628 Read SEC document |
| May 23, 2018 Filed May 24, 2018 16:24 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 4,000 | $16.93 | $67,700.00 |
DisclosureSEC source: 0000821127-18-000089 · wf-form4_152719346344009.xml · nonDerivative · entry 2 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,092.628 Read SEC document |
| May 23, 2018 Filed May 24, 2018 16:24 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 3,000 | $16.91 | $50,730.00 |
DisclosureSEC source: 0000821127-18-000089 · wf-form4_152719346344009.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,092.628 Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | SaleCommon Stock, $.01 par value | 1,000 | $121.04 | $121,042.60 |
DisclosureSEC source: 0001035002-18-000027 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,464 F1 · balance_after: In addition to the 8,464 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2018 Filed May 17, 2018 16:54 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $9.13 | $0.00 |
DisclosureSEC source: 0000821127-18-000069 · wf-form4_152659040165660.xml · derivative · entry 4 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2018-05-15 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 |
| May 15, 2018 Filed May 17, 2018 16:54 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | Tax withholdingCommon Stock | 4,125 | $16.60 | $68,475.00 |
DisclosureSEC source: 0000821127-18-000069 · wf-form4_152659040165660.xml · nonDerivative · entry 3 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,092.628 Read SEC document |
| May 15, 2018 Filed May 17, 2018 16:54 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | Exercise / conversionCommon Stock | 7,500 | $9.13 | $68,475.00 |
DisclosureSEC source: 0000821127-18-000069 · wf-form4_152659040165660.xml · nonDerivative · entry 2 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,217.628 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 15, 2018 Filed May 17, 2018 16:54 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,266.39 | $16.78 | $21,250.02 |
DisclosureSEC source: 0000821127-18-000069 · wf-form4_152659040165660.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,717.628 Read SEC document |
| May 03, 2018 Filed May 7, 2018 23:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-18-000021 · edgar.xml · derivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,557 Underlying: Common Stock · 1,557 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F2 · derivative.exercise_date: The stock units vest one year from the date of the grant. F2 · derivative.expiration_date: The stock units vest one year from the date of the grant. Read SEC document |
| February 15, 2018 Filed Feb 15, 2018 16:50 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,411.21 | $15.06 | $21,250.00 |
DisclosureSEC source: 0000821127-18-000031 · wf-form4_151873140696755.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,451.238 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 17:56 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 4,800 | $15.51 | $74,448.00 |
DisclosureSEC source: 0000821127-18-000007 · wf-form4_151683459395185.xml · nonDerivative · entry 2 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,040.028 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 17:56 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 700 | $15.51 | $10,854.90 |
DisclosureSEC source: 0000821127-18-000007 · wf-form4_151683459395185.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,840.028 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 22:14 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | SaleCommon Stock, $.01 par value | 1,000 | $87.23 | $87,233.10 |
DisclosureSEC source: 0001035002-17-000064 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,464 F1 · balance_after: In addition to the 9,464 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 17:05 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,370 | $15.51 | $21,250.07 |
DisclosureSEC source: 0000821127-17-000095 · wf-form4_151086989907999.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,540.028 Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 21:07 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | SaleCommon Stock, $.01 par value | 1,600 | $78.87 | $126,197.28 |
DisclosureSEC source: 0001035002-17-000057 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,464 F1 · balance_after: In addition to the 10,464 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 28, 2017 Filed Sep 28, 2017 21:07 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | SaleCommon Stock, $.01 par value | 656 | $75.86 | $49,764.16 |
DisclosureSEC source: 0001035002-17-000050 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,064 F1 · balance_after: In addition to the 12,064 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 06, 2017 Filed Sep 7, 2017 20:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | SaleCommon Stock, $.01 par value | 1,500 | $68.00 | $102,000.00 |
DisclosureSEC source: 0001035002-17-000046 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,720 F1 · balance_after: In addition to the 12,720 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 16:22 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,409.71 | $15.07 | $21,249.97 |
DisclosureSEC source: 0000821127-17-000072 · wf-form4_150291492436012.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,170.028 Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:59 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,368 | $15.54 | $21,253.25 |
DisclosureSEC source: 0000821127-17-000048 · wf-form4_149505474310024.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,760.318 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:39 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 2,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-17-000028 · edgar.xml · nonDerivative · entry 1 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,220 F1 · shares: Award of restricted common stock subject to time vesting. F2 · balance_after: In addition to the 14,220 shares that are directly beneficially owned by the reporting person, there are an additional 2,940 shares of common stock of the issuer that are held in a trust for which the reporting person's spouse serves as trustee. The reporting person disclaims beneficial ownership of the 2,940 shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 200 | $15.70 | $3,140.00 |
DisclosureSEC source: 0000821127-17-000033 · wf-form4_149384254865664.xml · nonDerivative · entry 14 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,392.318 Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 100 | $15.68 | $1,567.50 |
DisclosureSEC source: 0000821127-17-000033 · wf-form4_149384254865664.xml · nonDerivative · entry 13 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,592.318 Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 600 | $15.65 | $9,390.00 |
DisclosureSEC source: 0000821127-17-000033 · wf-form4_149384254865664.xml · nonDerivative · entry 12 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,692.318 Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:16 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 100 | $15.63 | $1,562.50 |
DisclosureSEC source: 0000821127-17-000033 · wf-form4_149384254865664.xml · nonDerivative · entry 11 Waters Stephen M · CIK 0001299115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,292.318 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.