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 |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Aug 2, 2019 11:17 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionRestricted Stock Unit · Derivative | 812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-044151 · doc4.xml · derivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 812 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. F1 · derivative.exercise_price: Restricted stock units convert into common shares on a one-for-one basis. F1 · price: Restricted stock units convert into common shares on a one-for-one basis. F2 · 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. F2 · 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, 2019 Filed Aug 2, 2019 11:17 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionCommon Shares | 812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-044151 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,304 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: Restricted stock units convert into common shares on a one-for-one basis. Read SEC document |
| January 01, 2019 Filed Jan 2, 2019 18:27 UTC | Altabancorp PUB · Entity 135065 | GrantRestricted Stock Units · Derivative | 2,488 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000440 · doc4.xml · derivative · entry 3 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,488 Underlying: Common Shares · 2,488 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common shares on a one-for-one basis. F1 · price: Restricted stock units convert into common shares on a one-for-one basis. F3 · 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. F3 · 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, 2019 Filed Jan 2, 2019 18:27 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionRestricted Stock Units · Derivative | 679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000440 · doc4.xml · derivative · entry 2 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Shares · 679 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. F1 · derivative.exercise_price: Restricted stock units convert into common shares on a one-for-one basis. F1 · price: Restricted stock units convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On March 1, 2018, the reporting person was granted 2,039 restricted stock units, vesting in three equal annual installments beginning January 1, 2019. F2 · derivative.expiration_date: On March 1, 2018, the reporting person was granted 2,039 restricted stock units, vesting in three equal annual installments beginning January 1, 2019. Read SEC document |
| January 01, 2019 Filed Jan 2, 2019 18:27 UTC | Altabancorp PUB · Entity 135065 | Exercise / conversionCommon Shares | 679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000440 · doc4.xml · nonDerivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 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: Restricted stock units convert into common shares on a one-for-one basis. Read SEC document |
| March 01, 2018 Filed Mar 14, 2018 21:36 UTC | Altabancorp PUB · Entity 135065 | GrantRestricted Stock Units · Derivative | 2,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019749 · doc4.xml · derivative · entry 1 Olson Mark K · CIK 0001496892 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,039 Underlying: Common Shares · 2,039 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one of the Issuer's common shares. F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning on March 1, 2019. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on March 1, 2019. 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.