Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNB FINANCIAL CORP/PACCNE · Entity 4966 | Sr. EVP | February 15, 2022 | February 15, 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.
CNB FINANCIAL CORP/PA
Report date February 15, 2022 · Filed February 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 14,372 |
Reported balance
After 2022-02-15 transaction · row 1
1 source rowRow 1 · 2022-02-15 · Grant · Acquired 1,233 · Balance 14,372 F1: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2019 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period. |
| common stockSEC Table I · non-derivative | Direct | 13,956 |
Reported balance
After 2022-02-15 transaction · row 4
1 source rowRow 4 · 2022-02-15 · Tax withholding · Disposed 416 · Balance 13,956 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the Performance Award. |
| common stockSEC Table I · non-derivative | IndirectCust held on behalf of daughter | 766.091 |
Reported balance
Holding disclosure · report date 2022-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 766.091 |
| common stockSEC Table I · non-derivative | Indirectspouse | 64.892 |
Reported balance
Holding disclosure · report date 2022-02-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 64.892 |
| phantom stockSEC Table II · derivative / convertible security | Direct | 960.12 |
Reported balance
Holding disclosure · report date 2022-02-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 960.12 F3: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2019 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period.
F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the Performance Award.
F3: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service.
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 |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 15, 2022 16:22 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 416 | $26.71 | $11,111.36 |
DisclosureSEC source: 0001209191-22-009643 · doc4.xml · nonDerivative · entry 4 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,956 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the Performance Award. Read SEC document |
| February 15, 2022 Filed Feb 15, 2022 16:22 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon | 1,233 | $26.71 | $32,933.43 |
DisclosureSEC source: 0001209191-22-009643 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,372 F1 · shares: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2019 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period. Read SEC document |
| February 07, 2022 Filed Feb 7, 2022 20:30 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 728 | $26.71 | $19,444.88 |
DisclosureSEC source: 0001209191-22-007407 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,139 Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 20:56 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,310 | $26.71 | $34,990.10 |
DisclosureSEC source: 0001209191-22-005867 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,867 Read SEC document |
| February 24, 2021 Filed Feb 24, 2021 14:36 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,144 | $21.03 | $24,058.32 |
DisclosureSEC source: 0001209191-21-013640 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,557 F1 · shares: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2019 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period. Read SEC document |
| February 11, 2021 Filed Feb 11, 2021 19:09 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 551 | $21.03 | $11,587.53 |
DisclosureSEC source: 0001209191-21-009584 · doc4.xml · nonDerivative · entry 2 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,413 Read SEC document |
| February 11, 2021 Filed Feb 11, 2021 19:09 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 2,235 | $21.03 | $47,002.05 |
DisclosureSEC source: 0001209191-21-009584 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,964 Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 20:47 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Giftcommon stock | 470.611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021724 · doc4.xml · nonDerivative · entry 2 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial account held on behalf of daughter Disclosed balance after: 470.611 Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 20:47 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Giftcommon stock | 470.611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021724 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,729.021 F1 · balance_after: accumulated shares by an automated monthly share purchase Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 15:14 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 793 | $29.56 | $23,441.08 |
DisclosureSEC source: 0001209191-20-010917 · doc4.xml · nonDerivative · entry 2 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,186.932 Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 15:14 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 930 | $29.56 | $27,490.80 |
DisclosureSEC source: 0001209191-20-010917 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,979.932 F1 · balance_after: accumulated shares by an automated monthly share purchase Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 15:22 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 919 | $26.10 | $23,985.90 |
DisclosureSEC source: 0001209191-19-012402 · doc4.xml · nonDerivative · entry 2 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,026.922 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 15:22 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,088 | $25.27 | $27,493.76 |
DisclosureSEC source: 0001209191-19-012402 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,945.922 F1 · balance_after: Accumulated shares through Dividend Reinvestment F2 · balance_after: accumulated shares by an automated monthly share purchase F3 · balance_after: acknowledge update shares request per Executive Read SEC document |
| February 21, 2018 Filed Feb 21, 2018 21:52 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 940 | $26.92 | $25,304.80 |
DisclosureSEC source: 0001209191-18-011970 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Sr. EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671.715 F1 · balance_after: accumulated shares by an automated monthly share purchase F2 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| February 24, 2017 Filed Feb 24, 2017 15:26 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,794 | $25.92 | $46,500.48 |
DisclosureSEC source: 0001209191-17-014138 · doc4.xml · nonDerivative · entry 1 Dell Joseph E Jr · CIK 0001527583 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,503.279 F1 · balance_after: Accumulated shares through Dividend Reinvestment F2 · balance_after: accumulated shares by an automated monthly share purchase F3 · balance_after: The reporting person had a previously unreported 111 shares disposed of 2/2015. The shares were withheld for tax purposes in the 2015 vesting. 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.