Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MUTUALFIRST FINANCIAL INCMFSF · Entity 152832 | Director · President and CEO | December 11, 2019 | December 13, 2019 |
| Northwest Bancshares, Inc.NWBI · Entity 4434 | EVP, CEO Indiana Market | July 29, 2021 | August 02, 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.
MUTUALFIRST FINANCIAL INC
Report date December 11, 2019 · Filed December 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,513 |
Ending reported balance
After 2019-12-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-12-11 · Sale · Disposed 10,066 · Balance 60,223 F1: Represents the weighted average price per share. The shares were purchased at prices ranging from $38.85 to $39.15. Full information regarding the number of shares purchased at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or a security holder of the Issuer. Row 2 · 2019-12-12 · Sale · Disposed 10,793 · Balance 49,430 F2: Represents the weighted average price per share. The shares were purchased at prices ranging from $39.16 to $39.245. Full information regarding the number of shares purchased at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or a security holder of the Issuer. Row 3 · 2019-12-12 · Gift · Disposed 2,917 · Balance 46,513 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 14,490 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 14,490 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price per share. The shares were purchased at prices ranging from $38.85 to $39.15. Full information regarding the number of shares purchased at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or a security holder of the Issuer.
F2: Represents the weighted average price per share. The shares were purchased at prices ranging from $39.16 to $39.245. Full information regarding the number of shares purchased at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or a security holder of the Issuer.
Northwest Bancshares, Inc.
Report date July 29, 2021 · Filed August 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 108,379 |
Reported balance
After 2021-07-29 transaction · row 1
1 source rowRow 1 · 2021-07-29 · Sale · Disposed 177 · Balance 108,379 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Indirect401-K | 38,746.9041 |
Reported balance
Holding disclosure · report date 2021-07-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,746.9041 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| July 03, 2017 Filed Jul 5, 2017 18:08 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | SaleCommon Stock | 2,215 | $35.07 | $77,686.25 |
DisclosureSEC source: 0000927089-17-000234 · edgar.xml · nonDerivative · entry 2 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,648 F4 · kind: Shares were sold pursuant to a 10b5-1 Stock Trading Plan entered into by the reporting person which was announced by the Company in a Current Report on Form 8-K filed with the SEC on June 23, 2017. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 18:08 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | Exercise / conversionCommon Stock | 2,433 | $25.66 | $62,430.78 |
DisclosureSEC source: 0000927089-17-000234 · edgar.xml · nonDerivative · entry 1 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,863 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 |
| July 03, 2017 Filed Jul 5, 2017 17:54 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,433 | $0.00 Strike: $25.66 | $0.00 |
DisclosureSEC source: 0000927089-17-000236 · edgar.xml · derivative · entry 7 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,082 Underlying: Common Stock · 2,433 shares Expires 2018-12-17 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. F3 · derivative.exercise_date: These stock options became fully exercisable on 12/31/2005. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:54 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | SaleCommon Stock | 113 | $35.25 | $3,983.25 |
DisclosureSEC source: 0000927089-17-000236 · edgar.xml · nonDerivative · entry 4 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,430 F4 · kind: Shares were sold pursuant to a 10b5-1 Stock Trading Plan entered into by the reporting person which was announced by the Company in a Current Report on Form 8-K filed with the SEC on June 23, 2017. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:54 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | SaleCommon Stock | 105 | $35.00 | $3,675.00 |
DisclosureSEC source: 0000927089-17-000236 · edgar.xml · nonDerivative · entry 3 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,543 F4 · kind: Shares were sold pursuant to a 10b5-1 Stock Trading Plan entered into by the reporting person which was announced by the Company in a Current Report on Form 8-K filed with the SEC on June 23, 2017. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:54 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | SaleCommon Stock | 2,215 | $35.07 | $77,686.25 |
DisclosureSEC source: 0000927089-17-000236 · edgar.xml · nonDerivative · entry 2 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,648 F4 · kind: Shares were sold pursuant to a 10b5-1 Stock Trading Plan entered into by the reporting person which was announced by the Company in a Current Report on Form 8-K filed with the SEC on June 23, 2017. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:54 UTC | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | Exercise / conversionCommon Stock | 2,433 | $25.66 | $62,430.78 |
DisclosureSEC source: 0000927089-17-000236 · edgar.xml · nonDerivative · entry 1 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,863 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 04, 2015 Filed Nov 8, 2019 13:34 UTC Amendment | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 20,000 | $0.00 Strike: $6.93 | $0.00 |
DisclosureSEC source: 0000927089-19-000417 · edgar.xml · derivative · entry 3 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2021-12-21 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. F2 · derivative.exercise_date: These stock options were received under the Issuer's 2008 Stock Option and Incentive Plan and became fully exercisable on 12/21/2012. Read SEC document |
| February 04, 2015 Filed Nov 8, 2019 13:34 UTC Amendment | MUTUALFIRST FINANCIAL INC MFSF · Entity 152832 | Exercise / conversionCommon Stock | 20,000 | $6.93 | $138,600.00 |
DisclosureSEC source: 0000927089-19-000417 · edgar.xml · nonDerivative · entry 1 HEETER DAVID WAYNE · CIK 0001220151 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,430 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.