Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kearny Financial Corp.KRNY · Entity 5299 | Director | December 09, 2021 | December 10, 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.
Kearny Financial Corp.
Report date December 09, 2021 · Filed December 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,148 |
Last balance in matching sequence
After 2020-12-09 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2020-12-09 · Sale · Disposed 405 · Balance 138,743 F1: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Row 2 · 2020-12-09 · Sale · Disposed 629 · Balance 138,114 F1: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Row 3 · 2020-12-09 · Sale · Disposed 3,760 · Balance 134,354 F1: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Row 4 · 2020-12-09 · Sale · Disposed 206 · Balance 134,148 F1: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for Minor | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 11,480 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,480 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's DRIP | 49 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 49 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $15.35 · Expires 2026-12-01 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 100,000 F2: Stock options vest at a rate of 20% per year commencing on December 1, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017.
F2: Stock options vest at a rate of 20% per year commencing on December 1, 2017.
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, 2020 Filed Dec 10, 2021 12:32 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 206 | $12.82 | $2,639.89 |
DisclosureSEC source: 0001567619-21-021874 · doc1.xml · nonDerivative · entry 4 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,148 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 09, 2020 Filed Dec 10, 2021 12:32 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 3,760 | $12.81 | $48,165.60 |
DisclosureSEC source: 0001567619-21-021874 · doc1.xml · nonDerivative · entry 3 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,354 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 09, 2020 Filed Dec 10, 2021 12:32 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 629 | $12.80 | $8,051.20 |
DisclosureSEC source: 0001567619-21-021874 · doc1.xml · nonDerivative · entry 2 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,114 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 09, 2020 Filed Dec 10, 2021 12:32 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 405 | $12.79 | $5,179.95 |
DisclosureSEC source: 0001567619-21-021874 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,743 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 08, 2020 Filed Dec 8, 2020 14:42 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 1,400 | $10.44 | $14,616.00 |
DisclosureSEC source: 0001567619-20-020752 · doc1.xml · nonDerivative · entry 3 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,148 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 08, 2020 Filed Dec 8, 2020 14:42 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 1,000 | $10.43 | $10,430.00 |
DisclosureSEC source: 0001567619-20-020752 · doc1.xml · nonDerivative · entry 2 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,548 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 08, 2020 Filed Dec 8, 2020 14:42 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 100 | $10.42 | $1,042.00 |
DisclosureSEC source: 0001567619-20-020752 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,548 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 09, 2019 Filed Dec 10, 2019 14:54 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 200 | $13.97 | $2,793.00 |
DisclosureSEC source: 0001567619-19-022821 · doc1.xml · nonDerivative · entry 3 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,648 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 09, 2019 Filed Dec 10, 2019 14:54 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 4,300 | $13.96 | $60,028.00 |
DisclosureSEC source: 0001567619-19-022821 · doc1.xml · nonDerivative · entry 2 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,848 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 09, 2019 Filed Dec 10, 2019 14:54 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 500 | $13.95 | $6,975.00 |
DisclosureSEC source: 0001567619-19-022821 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,148 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 17:24 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 3,500 | $12.56 | $43,951.95 |
DisclosureSEC source: 0001567619-18-007944 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,648 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 16:22 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 900 | $13.58 | $12,217.50 |
DisclosureSEC source: 0001567619-18-002390 · doc1.xml · nonDerivative · entry 3 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 11,480 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 15:55 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 800 | $13.60 | $10,880.00 |
DisclosureSEC source: 0001567619-18-002279 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,148 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 14, 2017 Filed Dec 14, 2017 16:23 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 3,500 | $14.49 | $50,715.00 |
DisclosureSEC source: 0001140361-17-046240 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,948 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 12:14 UTC | Kearny Financial Corp. KRNY · Entity 5299 | SaleCommon Stock | 2,000 | $14.11 | $28,226.00 |
DisclosureSEC source: 0001140361-17-035446 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,448 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 12:09 UTC | Kearny Financial Corp. KRNY · Entity 5299 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009862 · doc1.xml · nonDerivative · entry 2 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust for minor Disclosed balance after: 1,000 Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 12:09 UTC | Kearny Financial Corp. KRNY · Entity 5299 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009862 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,448 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 13:00 UTC | Kearny Financial Corp. KRNY · Entity 5299 | GrantStock Options · Derivative | 100,000 | $0.00 Strike: $15.35 | $0.00 |
DisclosureSEC source: 0001140361-16-088758 · doc1.xml · derivative · entry 4 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2026-12-01 F2 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on December 1, 2017. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 13:00 UTC | Kearny Financial Corp. KRNY · Entity 5299 | GrantCommon Stock | 41,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-088758 · doc1.xml · nonDerivative · entry 1 Aanensen Theodore J · CIK 0001305544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,448 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on December 1, 2017. 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.