Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WASHINGTON TRUST BANCORP INCWASH · Entity 5187 | EVP & Chief Lending Officer | April 11, 2022 | April 13, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WASHINGTON TRUST BANCORP INC
Report date April 11, 2022 · Filed April 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHagerty Family Rev Living Trust | 15,151 |
Reported balance
After 2022-04-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-04-11 · Grant · Acquired 2,920 · Balance 15,151 F1: Balance reflects 12,231 shares which were previously owned directly by James M. Hagerty and are now owned by the Hagerty Family Revocable Living Trust. |
| Common StockSEC Table I · non-derivative | IndirectHagerty Family Rev Living Trust | 13,828 |
Reported balance
After 2022-04-11 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-04-11 · Tax withholding · Disposed 1,323 · Balance 13,828 |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-04-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: Balance reflects 12,231 shares which were previously owned directly by James M. Hagerty and are now owned by the Hagerty Family Revocable Living Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance reflects 12,231 shares which were previously owned directly by James M. Hagerty and are now owned by the Hagerty Family Revocable Living Trust.
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 11, 2022 Filed Apr 13, 2022 23:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,323 | $49.03 | $64,866.69 |
DisclosureSEC source: 0000737468-22-000037 · wf-form4_164989207417842.xml · nonDerivative · entry 3 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Hagerty Family Rev Living Trust Disclosed balance after: 13,828 Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 23:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 2,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-22-000037 · wf-form4_164989207417842.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Hagerty Family Rev Living Trust Disclosed balance after: 15,151 F1 · balance_after: Balance reflects 12,231 shares which were previously owned directly by James M. Hagerty and are now owned by the Hagerty Family Revocable Living Trust. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 23:55 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 2,000 | $60.11 | $120,222.00 |
DisclosureSEC source: 0000737468-22-000003 · wf-form4_164194531129711.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,231 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 24, 2021. F2 · price: The reported price is a weighted average with a range in price from $60.00 to $60.48. The breakdown of actual transactions will be available upon request. Read SEC document |
| May 06, 2021 Filed May 10, 2021 21:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $24.73 | $0.00 |
DisclosureSEC source: 0000737468-21-000086 · wf-form4_162068041178532.xml · derivative · entry 3 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2022-07-09 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 06, 2021 Filed May 10, 2021 21:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,422 | $51.94 | $73,858.68 |
DisclosureSEC source: 0000737468-21-000086 · wf-form4_162068041178532.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,231 Read SEC document |
| May 06, 2021 Filed May 10, 2021 21:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 2,000 | $24.73 | $49,460.00 |
DisclosureSEC source: 0000737468-21-000086 · wf-form4_162068041178532.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,653 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 |
| March 29, 2021 Filed Mar 31, 2021 22:39 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,463 | $51.99 | $76,061.37 |
DisclosureSEC source: 0000737468-21-000047 · wf-form4_161723035121415.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,653 Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 22:39 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 3,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-21-000047 · wf-form4_161723035121415.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,116 Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 14:35 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,462 | $35.28 | $51,579.36 |
DisclosureSEC source: 0000737468-20-000033 · wf-form4_158566533114573.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,888 Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 14:35 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 3,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-20-000033 · wf-form4_158566533114573.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,350 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 19:29 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $24.73 | $0.00 |
DisclosureSEC source: 0000737468-19-000113 · wf-form4_157591977365541.xml · derivative · entry 4 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2022-07-09 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 |
| December 09, 2019 Filed Dec 9, 2019 19:29 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 1,000 | $52.75 | $52,750.00 |
DisclosureSEC source: 0000737468-19-000113 · wf-form4_157591977365541.xml · nonDerivative · entry 3 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,125 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 19:29 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 1,000 | $52.72 | $52,720.00 |
DisclosureSEC source: 0000737468-19-000113 · wf-form4_157591977365541.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,125 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 19:29 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 2,000 | $24.73 | $49,460.00 |
DisclosureSEC source: 0000737468-19-000113 · wf-form4_157591977365541.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,125 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 01, 2019 Filed Apr 2, 2019 21:16 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,984 | $49.13 | $97,473.92 |
DisclosureSEC source: 0000737468-19-000038 · wf-form4_155423980012253.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,125 Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:16 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 4,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-19-000038 · wf-form4_155423980012253.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,109 Read SEC document |
| August 24, 2018 Filed Aug 24, 2018 16:59 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $24.73 | $0.00 |
DisclosureSEC source: 0000737468-18-000113 · wf-form4_153512992312125.xml · derivative · entry 4 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 1,000 shares Expires 2022-07-09 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 24, 2018 Filed Aug 24, 2018 16:59 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 500 | $60.40 | $30,200.00 |
DisclosureSEC source: 0000737468-18-000113 · wf-form4_153512992312125.xml · nonDerivative · entry 3 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| August 24, 2018 Filed Aug 24, 2018 16:59 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 500 | $60.15 | $30,075.00 |
DisclosureSEC source: 0000737468-18-000113 · wf-form4_153512992312125.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,232 Read SEC document |
| August 24, 2018 Filed Aug 24, 2018 16:59 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 1,000 | $24.73 | $24,730.00 |
DisclosureSEC source: 0000737468-18-000113 · wf-form4_153512992312125.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,732 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 |
| March 30, 2018 Filed Apr 3, 2018 20:30 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,758 | $53.75 | $94,492.50 |
DisclosureSEC source: 0000737468-18-000040 · wf-form4_152278743222356.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:30 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 3,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-18-000040 · wf-form4_152278743222356.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,490 Read SEC document |
| November 13, 2017 Filed Nov 13, 2017 22:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 400 | $53.34 | $21,334.48 |
DisclosureSEC source: 0000737468-17-000150 · wf-form4_151061043719315.xml · nonDerivative · entry 5 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,609 Read SEC document |
| November 13, 2017 Filed Nov 13, 2017 22:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 500 | $53.33 | $26,666.75 |
DisclosureSEC source: 0000737468-17-000150 · wf-form4_151061043719315.xml · nonDerivative · entry 4 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,009 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 22:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $53.80 Strike: $24.73 | $107,600.00 |
DisclosureSEC source: 0000737468-17-000150 · wf-form4_151061043719315.xml · derivative · entry 6 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,000 shares Expires 2022-07-09 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 |
| November 08, 2017 Filed Nov 13, 2017 22:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 600 | $53.30 | $31,977.42 |
DisclosureSEC source: 0000737468-17-000150 · wf-form4_151061043719315.xml · nonDerivative · entry 3 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,509 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 22:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 500 | $53.10 | $26,550.00 |
DisclosureSEC source: 0000737468-17-000150 · wf-form4_151061043719315.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,109 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 22:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 2,000 | $24.73 | $49,460.00 |
DisclosureSEC source: 0000737468-17-000150 · wf-form4_151061043719315.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,609 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 21:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 0.944 | $52.11 | $49.19 |
DisclosureSEC source: 0000737468-17-000135 · wf-form4_150957001449898.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,609 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| July 09, 2017 Filed Jul 11, 2017 20:57 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 949 | $52.55 | $49,869.95 |
DisclosureSEC source: 0000737468-17-000084 · wf-form4_149980662013595.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,539.399 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 19:29 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 883 | $49.60 | $43,796.80 |
DisclosureSEC source: 0000737468-17-000031 · wf-form4_149150693991670.xml · nonDerivative · entry 2 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,461.294 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 19:29 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-17-000031 · wf-form4_149150693991670.xml · nonDerivative · entry 1 Hagerty James M · CIK 0001553531 · EVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,258 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.