Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERPRISE FINANCIAL SERVICES CORPEFSC · Entity 4422 | Director | December 09, 2021 | December 13, 2021 |
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.
ENTERPRISE FINANCIAL SERVICES CORP
Report date December 09, 2021 · Filed December 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,855 |
Reported balance
After 2021-12-09 transaction · row 1
1 source rowRow 1 · 2021-12-09 · Grant · Acquired 167 · Balance 3,855 F1: Represents shares issued under the Non-Management Director Stock Plan. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 8,684 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,684 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares issued under the Non-Management Director Stock 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 |
|---|---|---|---|---|---|---|
| December 09, 2021 Filed Dec 13, 2021 19:18 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030785 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| July 09, 2021 Filed Jul 13, 2021 15:39 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021825 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,688 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 15:26 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031445 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,764 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 15:30 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 881 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021527 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,508 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| December 13, 2019 Filed Dec 17, 2019 13:14 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035119 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,627 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 14:09 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GiftCommon Stock | 436 | $45.62 | $19,890.32 |
DisclosureSEC source: 0001127602-19-032104 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,477 Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 20:03 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024605 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,913 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 16:43 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 347 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-036340 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,286 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| July 13, 2018 Filed Jul 17, 2018 17:08 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023336 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 13:56 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GiftCommon Stock | 2,018 | $48.20 | $97,267.60 |
DisclosureSEC source: 0001127602-18-011759 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 8,684 Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 14:51 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034837 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 10,702 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:07 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023228 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 10,535 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 14:18 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GiftCommon Stock | 789 | $44.05 | $34,755.45 |
DisclosureSEC source: 0001127602-17-010987 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 9,682 Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 15:17 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069807 · form4.xml · nonDerivative · entry 1 HEETER JUDITH S · CIK 0001541798 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 10,471 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. 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.