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.
Altabancorp
Report date September 29, 2021 · Filed October 01, 2021 · Amendment
Section 16 reporting ended · disclosed 2021-10-01. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Last balance in matching sequence
After 2021-10-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-09-29 · Purchase · Acquired 243.489 · Balance 17,394.818 F1: Includes dividend equivalents earned since last report from the special dividend the Company paid on September 29, 2021 in conjunction with the Merger. Row 2 · 2021-10-01 · Disposition to issuer · Disposed 17,394.818 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. |
| Common SharesSEC Table I · non-derivative | IndirectOlson Family Trust | 0 |
Reported balance
After 2021-10-01 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2021-10-01 · Disposition to issuer · Disposed 1,964.203 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. |
| Common SharesSEC Table I · non-derivative | IndirectAltabancorp ESOP | 866.8069 |
Reported balance
After 2021-09-29 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2021-09-29 · Purchase · Acquired 9.9409 · Balance 866.8069 F3: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. |
| Common SharesSEC Table I · non-derivative | IndirectAltabancorp ESOP | 0 |
Reported balance
After 2021-10-01 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2021-10-01 · Disposition to issuer · Disposed 866.8069 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes dividend equivalents earned since last report from the special dividend the Company paid on September 29, 2021 in conjunction with the Merger.
F2: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35.
F3: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder.
FARMERS & MERCHANTS BANCORP
Report date April 29, 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 | IndirectOlson Family Trust | 369 |
Reported balance
Holding disclosure · report date 2022-04-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 369 |
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 |
|---|---|---|---|---|---|---|
| March 23, 2022 Filed Mar 25, 2022 18:19 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | PurchaseCommon Stock | 85 | $935.00 | $79,475.00 |
DisclosureSEC source: 0001567619-22-007511 · doc1.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · held in grantor trusts est in connection with the Co's Non-Qual Retirement Plan Disclosed balance after: 85 F1 · balance_after: Held in Grantor Trusts established in connection with the Company's Non-Qualified Retirement Plan Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 00:58 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | PurchaseCommon Stock | 70 | $950.00 | $66,500.00 |
DisclosureSEC source: 0001567619-22-004636 · doc1.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 369 Read SEC document |
| February 04, 2022 Filed Feb 10, 2022 22:27 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | PurchaseCommon Stock | 249 | $950.00 | $236,550.00 |
DisclosureSEC source: 0001567619-22-003270 · doc1.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 299 Read SEC document |
| December 23, 2021 Filed Dec 28, 2021 17:03 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | PurchaseCommon Stock | 28 | $949.89 | $26,596.92 |
DisclosureSEC source: 0001567619-21-022551 · doc1.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 50 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 21:48 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | PurchaseCommon Stock | 20 | $942.00 | $18,840.00 |
DisclosureSEC source: 0001567619-21-022446 · doc1.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 22 Read SEC document |
| November 16, 2021 Filed Nov 16, 2021 22:59 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | PurchaseCommon Stock | 2 | $945.00 | $1,890.00 |
DisclosureSEC source: 0001567619-21-020593 · doc1.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 2 Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 13:26 UTC Amendment | Altabancorp ALTA · Entity 135065 | Disposition to issuerCommon Shares | 866.8069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058372 · doc4a.xml · nonDerivative · entry 5 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 0 F2 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 13:26 UTC Amendment | Altabancorp ALTA · Entity 135065 | Disposition to issuerCommon Shares | 1,964.203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058372 · doc4a.xml · nonDerivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 0 F2 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 13:26 UTC Amendment | Altabancorp ALTA · Entity 135065 | Disposition to issuerCommon Shares | 17,394.818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058372 · doc4a.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 11:14 UTC | Altabancorp ALTA · Entity 135065 | Disposition to issuerCommon Shares | 866.8069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058353 · doc4.xml · nonDerivative · entry 4 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 11:14 UTC | Altabancorp ALTA · Entity 135065 | Disposition to issuerCommon Shares | 1,964.203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058353 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 11:14 UTC | Altabancorp ALTA · Entity 135065 | Disposition to issuerCommon Shares | 17,151.329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058353 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of May 18, 2021, Glacier Bancorp, Inc. (GBCI) acquired Altabancorp (ALTA) in a merger transaction (the "Merger") which became effective on October 1, 2021. At the effective time of the Merger, each share of ALTA common stock (par value $0.01 per share) converted to the right to receive 0.7971 of a share of GBCI common stock (and cash for any fractional shares). On September 30, 2021, the closing price for GBCI common stock was $55.35. Read SEC document |
| September 29, 2021 Filed Oct 1, 2021 13:26 UTC Amendment | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 9.9409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058372 · doc4a.xml · nonDerivative · entry 4 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 866.8069 F3 · price: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| September 29, 2021 Filed Oct 1, 2021 13:26 UTC Amendment | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 243.489 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058372 · doc4a.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,394.818 F1 · price: Includes dividend equivalents earned since last report from the special dividend the Company paid on September 29, 2021 in conjunction with the Merger. Read SEC document |
| September 29, 2021 Filed Oct 1, 2021 11:14 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 9.9409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-058353 · doc4.xml · nonDerivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 866.8069 F2 · price: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 09:35 UTC | Altabancorp ALTA · Entity 135065 | OtherRestricted Stock Units · Derivative | 5,372 | $39.86 Strike: $39.86 | $214,127.92 |
DisclosureSEC source: 0001209191-21-057361 · doc4.xml · derivative · entry 4 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,372 shares Expires 2024-01-01 F1 · kind: Accelerated vesting for RSU grant in conjunction with merger transaction. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 09:35 UTC | Altabancorp ALTA · Entity 135065 | OtherRestricted Stock Units · Derivative | 3,098 | $39.86 Strike: $39.86 | $123,486.28 |
DisclosureSEC source: 0001209191-21-057361 · doc4.xml · derivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,098 shares Expires 2023-01-01 F1 · kind: Accelerated vesting for RSU grant in conjunction with merger transaction. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 09:35 UTC | Altabancorp ALTA · Entity 135065 | OtherRestricted Stock Units · Derivative | 829 | $39.86 Strike: $39.86 | $33,043.94 |
DisclosureSEC source: 0001209191-21-057361 · doc4.xml · derivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 829 shares Expires 2022-01-01 F1 · kind: Accelerated vesting for RSU grant in conjunction with merger transaction. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 09:35 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionCommon Shares | 9,299 | $39.86 | $370,658.14 |
DisclosureSEC source: 0001209191-21-057361 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,151.329 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 16, 2021 Filed Aug 17, 2021 19:24 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 3.8844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052067 · doc4.xml · nonDerivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 856.866 F2 · shares: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 19:24 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 8.246 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052067 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 1,964.203 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 19:24 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 31.634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052067 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,852.329 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| May 17, 2021 Filed May 19, 2021 10:02 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 2.9342 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033870 · doc4.xml · nonDerivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 852.9816 F2 · shares: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| May 17, 2021 Filed May 19, 2021 10:02 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 6.957 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033870 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 1,955.957 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| May 17, 2021 Filed May 19, 2021 10:02 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 27.0493 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033870 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,820.695 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| March 07, 2021 Filed Mar 8, 2021 18:27 UTC | Altabancorp ALTA · Entity 135065 | OtherCommon Shares | 254.5034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018695 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 850.0474 F1 · shares: Represents allocation of shares for 2020 plan year employer contribution and annual true-up and allocation of forfeiture amounts in plan. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 20:00 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 2.5356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011545 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp ESOP Disclosed balance after: 595.544 F2 · shares: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 20:00 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 33.1683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011545 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,819.5457 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | GrantRestricted Stock Units · Derivative | 5,372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · derivative · entry 7 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,372 Underlying: Common Shares · 5,372 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F2 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F6 · derivative.exercise_date: On January 1, 2021, the reporting person was granted 5372 restricted stock units, vesting in three equal annual installments beginning January 1, 2022. F6 · derivative.expiration_date: On January 1, 2021, the reporting person was granted 5372 restricted stock units, vesting in three equal annual installments beginning January 1, 2022. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionRestricted Stock Units · Derivative | 1,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · derivative · entry 6 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 Underlying: Common Shares · 1,550 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F2 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F5 · derivative.exercise_date: On January 1, 2020, the reporting person was granted 4648 restricted stock units, vesting in three equal annual installments beginning January 1, 2021. F5 · derivative.expiration_date: On January 1, 2020, the reporting person was granted 4648 restricted stock units, vesting in three equal annual installments beginning January 1, 2021. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionRestricted Stock Units · Derivative | 829 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · derivative · entry 5 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829 Underlying: Common Shares · 829 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F2 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F4 · derivative.exercise_date: On January 1, 2019, the reporting person was granted 2488 restricted stock units, vesting in three equal annual installments beginning January 1, 2020. F4 · derivative.expiration_date: On January 1, 2019, the reporting person was granted 2488 restricted stock units, vesting in three equal annual installments beginning January 1, 2020. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionRestricted Stock Units · Derivative | 680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · derivative · entry 4 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 680 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F2 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F3 · derivative.exercise_date: On March 1, 2018, the reporting person was granted 2040 restricted stock units, vesting in three equal installments beginning January 1, 2019. F3 · derivative.expiration_date: On March 1, 2018, the reporting person was granted 2040 restricted stock units, vesting in three equal installments beginning January 1, 2019. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionCommon Shares | 680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · nonDerivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,740.8108 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 · price: Represents common shares issued upon vesting of an equal number of restricted stock units. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionCommon Shares | 829 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,060.8108 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 · price: Represents common shares issued upon vesting of an equal number of restricted stock units. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 15:07 UTC | Altabancorp ALTA · Entity 135065 | Exercise / conversionCommon Shares | 1,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000191 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231.8108 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 · price: Represents common shares issued upon vesting of an equal number of restricted stock units. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 20:55 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 3.2367 | $27.12 | $87.78 |
DisclosureSEC source: 0001209191-20-058940 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp Employee Stock Ownership Plan Disclosed balance after: 593.0085 F2 · shares: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 20:55 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 25.715 | $27.37 | $703.82 |
DisclosureSEC source: 0001209191-20-058940 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,195.1968 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 19:44 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 3.6802 | $20.19 | $74.30 |
DisclosureSEC source: 0001209191-20-047823 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Altabancorp Employee Stock Ownership Plan Disclosed balance after: 589.7717 F2 · shares: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the Reporting Person. The allocation to the Reporting Person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16-3(c) thereunder. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 19:44 UTC | Altabancorp ALTA · Entity 135065 | PurchaseCommon Shares | 19.9491 | $20.65 | $412.03 |
DisclosureSEC source: 0001209191-20-047823 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,169.4818 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 19:23 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionRestricted Stock Unit · Derivative | 812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-039936 · doc4.xml · derivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 812 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F2 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F3 · derivative.exercise_date: On July 1, 2017, the reporting person was granted 2,437 restricted stock units, vesting in three equal annual installments beginning July 1, 2018. F3 · derivative.expiration_date: On July 1, 2017, the reporting person was granted 2,437 restricted stock units, vesting in three equal annual installments beginning July 1, 2018. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 19:23 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionCommon Shares | 812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-039936 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,681.8108 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 · price: Represents common shares issued upon vesting of an equal number of restricted stock units. Read SEC document |
| May 12, 2020 Filed May 14, 2020 16:01 UTC | Altabancorp PUB · Entity 135065 | PurchaseCommon Shares | 4.1865 | $19.46 | $81.47 |
DisclosureSEC source: 0001209191-20-029140 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · People's Utah Bancorp Employee Stock Ownership Plan Disclosed balance after: 585.0943 F2 · shares: Represents the reinvestment of certain dividends received by the Company's Employee Stock Ownership Plan that were reinvested in common shares of the Company and allocated to the reporting person. The allocation to the reporting person is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16b-3(c) thereunder. Read SEC document |
| May 11, 2020 Filed May 14, 2020 16:01 UTC | Altabancorp PUB · Entity 135065 | PurchaseCommon Shares | 26.6264 | $20.33 | $541.22 |
DisclosureSEC source: 0001209191-20-029140 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869.8108 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| February 27, 2020 Filed Feb 27, 2020 12:14 UTC | Altabancorp PUB · Entity 135065 | PurchaseCommon Shares | 1,905 | $26.14 | $49,796.70 |
DisclosureSEC source: 0001209191-20-013319 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Olson Family Trust Disclosed balance after: 1,905 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.87 to $26.25. The reporting person undertakes to provide People's Utah Bancorp, any security holder of People's Utah Bancorp, or the staff of the Securities and Exchange Commission, on request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 17:10 UTC | Altabancorp PUB · Entity 135065 | PurchaseCommon Shares | 19.0869 | $27.98 | $534.05 |
DisclosureSEC source: 0001209191-20-011185 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,843.1844 F1 · shares: Represents shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:18 UTC | Altabancorp PUB · Entity 135065 | GrantRestricted Stock Units · Derivative | 4,648 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-001216 · doc4.xml · derivative · entry 6 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,648 Underlying: Common Shares · 4,648 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F4 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F7 · derivative.exercise_date: On January 1, 2020, the reporting person was granted 4,648 restricted stock units, vesting in three equal annual installments beginning January 1, 2021. F7 · derivative.expiration_date: On January 1, 2020, the reporting person was granted 4,648 restricted stock units, vesting in three equal annual installments beginning January 1, 2021. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:18 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionRestricted Stock Units · Derivative | 830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-001216 · doc4.xml · derivative · entry 5 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,658 Underlying: Common Shares · 830 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F4 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F6 · derivative.exercise_date: On January 1, 2019, the reporting person was granted 2,488 restricted stock units, vesting in three equal annual installments beginning January 1, 2020. F6 · derivative.expiration_date: On January 1, 2019, the reporting person was granted 2,488 restricted stock units, vesting in three equal annual installments beginning January 1, 2020. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:18 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionRestricted Stock Units · Derivative | 680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-001216 · doc4.xml · derivative · entry 4 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680 Underlying: Common Shares · 680 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F4 · price: Each restricted stock unit represents a contingent right to receive one of the Issuer's common shares. F5 · derivative.exercise_date: On March 1, 2018, the reporting person was granted 2,040 restricted stock units, vesting in three equal annual installments beginning January 1, 2019. F5 · derivative.expiration_date: On March 1, 2018, the reporting person was granted 2,040 restricted stock units, vesting in three equal annual installments beginning January 1, 2019. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:18 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionCommon Shares | 680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-001216 · doc4.xml · nonDerivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824.0975 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 · price: Represents common shares issued upon vesting of an equal number of restricted stock units. F2 · balance_after: Also reflects dividend reinvestments that have not been previously reported. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:18 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionCommon Shares | 830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-001216 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,144.0975 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 · price: Represents common shares issued upon vesting of an equal number of restricted stock units. F2 · balance_after: Also reflects dividend reinvestments that have not been previously reported. 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.