Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTR · Entity 3473 | Director | March 29, 2019 | April 01, 2019 |
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.
Essential Utilities, Inc.
Report date March 29, 2019 · Filed April 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,492 |
Reported balance
After 2019-03-29 transaction · row 1
1 source rowRow 1 · 2019-03-29 · Grant · Acquired 613 · Balance 16,492 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BRYN MAWR BANK CORP
Report date December 31, 2021 · Filed January 03, 2022
Section 16 reporting ended · disclosed 2022-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,658 |
Reported balance
After 2022-01-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-01-01 · Exercise / conversion · Acquired 218 · Balance 16,658 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 16,874 |
Reported balance
After 2022-01-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-01-01 · Exercise / conversion · Acquired 216 · Balance 16,874 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 17,874 |
Reported balance
After 2022-01-01 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2022-01-01 · Exercise / conversion · Acquired 1,000 · Balance 17,874 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 18,752 |
Reported balance
After 2022-01-01 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2022-01-01 · Exercise / conversion · Acquired 878 · Balance 18,752 F2: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 21,157 |
Reported balance
After 2021-12-31 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2021-12-31 · Exercise / conversion · Acquired 2,405 · Balance 21,157 F3: Each share of phantom stock was the economic equivalent of one share of the Issuer's common stock. The shares of phantom stock became payable, in cash, upon the Reporting Person's termination of service as a director in connection with the Merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2022-01-01 · Disposition to issuer · Disposed 21,157 · Balance 0 F4: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-01-01 · Exercise / conversion · Disposed 218 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-01-01 · Exercise / conversion · Disposed 216 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-01-01 · Exercise / conversion · Disposed 1,000 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-31 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-12-31 · Exercise / conversion · Disposed 2,405 · Balance 0 F3: Each share of phantom stock was the economic equivalent of one share of the Issuer's common stock. The shares of phantom stock became payable, in cash, upon the Reporting Person's termination of service as a director in connection with the Merger. F6: Phantom stock was held in Bryn Mawr Bank Corporation Deferred Payment Plan for Directors ("BMBC Plan"). On December 31, 2021, the Reporting Person's holdings in the BMBC Plan became payable and will be distributed in cash in accordance with the BMBC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12.
F2: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12.
F3: Each share of phantom stock was the economic equivalent of one share of the Issuer's common stock. The shares of phantom stock became payable, in cash, upon the Reporting Person's termination of service as a director in connection with the Merger.
F4: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock.
F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock.
F6: Phantom stock was held in Bryn Mawr Bank Corporation Deferred Payment Plan for Directors ("BMBC Plan"). On December 31, 2021, the Reporting Person's holdings in the BMBC Plan became payable and will be distributed in cash in accordance with the BMBC Plan.
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 |
|---|---|---|---|---|---|---|
| August 11, 2017 Filed Aug 15, 2017 18:24 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantRestricted Stock Units · Derivative | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-014845 · rdgdoc.xml · derivative · entry 2 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202 Underlying: Common Stock · 202 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F2 · derivative.exercise_date: On August 11, 2017, the reporting person was granted 202 restricted stock units subject to time-based vesting in three annual installments beginning on August 11, 2018. F2 · derivative.expiration_date: On August 11, 2017, the reporting person was granted 202 restricted stock units subject to time-based vesting in three annual installments beginning on August 11, 2018. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:30 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 560 | $33.46 | $18,734.80 |
DisclosureSEC source: 0001127602-17-023120 · form4.xml · nonDerivative · entry 1 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,545 Read SEC document |
| April 28, 2017 Filed May 2, 2017 17:15 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantPhantom Stock · Derivative | 292 | $42.80 Strike: $42.80 | $12,497.60 |
DisclosureSEC source: 0001437749-17-007758 · rdgdoc.xml · derivative · entry 2 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,132 Underlying: Common Stock · 292 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service as a director. F3 · kind: The $12,500 retainer for the year 2017 for Non-Employee Directors was paid in Corporation stock. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service as a director. F2 · ownership.direct: Held in Bryn Mawr Bank Corporation Deferred Compensation Plan for Directors. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:50 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 583 | $32.15 | $18,740.54 |
DisclosureSEC source: 0001127602-17-014006 · form4.xml · nonDerivative · entry 1 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,985 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 09:25 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionOptions to purchase common stock · Derivative | 3,500 | $22.00 Strike: $22.00 | $77,000.00 |
DisclosureSEC source: 0001437749-17-002636 · rdgdoc.xml · derivative · entry 3 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2017-08-29 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. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 09:25 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | SaleCommon Stock | 3,500 | $41.02 | $143,586.10 |
DisclosureSEC source: 0001437749-17-002636 · rdgdoc.xml · nonDerivative · entry 2 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,572 F1 · price: The breakdown of this sale is as follows: 6 shares at $41.10; 1713 shares $41.05; and 1781 at $41.00 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 09:25 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionCommon Stock | 3,500 | $22.00 | $77,000.00 |
DisclosureSEC source: 0001437749-17-002636 · rdgdoc.xml · nonDerivative · entry 1 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,072 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 30, 2016 Filed Jan 4, 2017 22:15 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 624 | $30.03 | $18,740.28 |
DisclosureSEC source: 0001127602-17-000716 · form4.xml · nonDerivative · entry 1 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,402 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:20 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 609 | $30.77 | $18,735.89 |
DisclosureSEC source: 0001127602-16-063999 · form4.xml · nonDerivative · entry 1 HOLLAND WENDELL F · CIK 0001176439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,778 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.