Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Metropolitan Bank Holding Corp.MCB · Entity 4894 | SVP&Chief Credit Risk Officer | February 27, 2019 | March 01, 2019 |
| PATRIOT NATIONAL BANCORP INCPNBK · Entity 6625 | EVP & Chief Credit Officer | April 29, 2021 | May 05, 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.
Metropolitan Bank Holding Corp.
Report date February 27, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,376 |
Reported balance
After 2019-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-27 · Grant · Acquired 4,486 · Balance 13,376 F4: Shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019. F1: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F3: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018.
F2: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019.
F3: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020.
F4: Shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019.
PATRIOT NATIONAL BANCORP INC
Report date April 29, 2021 · Filed May 05, 2021
This filing explicitly reported no securities owned.
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 27, 2019 Filed Mar 1, 2019 22:01 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 4,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005822 · doc1.xml · nonDerivative · entry 1 Rojeski Karen · CIK 0001720769 · SVP&Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,376 F4 · shares: Shares of restricted stock granted on February 27, 2019 and vest at a rate of 33.3% per year commencing on December 31, 2019. F1 · balance_after: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2 · balance_after: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F3 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:27 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | Tax withholdingCommon Stock | 552 | $30.85 | $17,029.20 |
DisclosureSEC source: 0001567619-19-000365 · doc1.xml · nonDerivative · entry 2 Rojeski Karen · CIK 0001720769 · SVP&Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,890 F1 · balance_after: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2 · balance_after: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F3 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:27 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | Tax withholdingCommon Stock | 241 | $30.70 | $7,398.70 |
DisclosureSEC source: 0001567619-19-000365 · doc1.xml · nonDerivative · entry 1 Rojeski Karen · CIK 0001720769 · SVP&Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,442 F1 · balance_after: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2 · balance_after: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F3 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 22:45 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | Tax withholdingCommon Stock | 229 | $42.10 | $9,640.90 |
DisclosureSEC source: 0001140361-18-000530 · doc1.xml · nonDerivative · entry 2 Rojeski Karen · CIK 0001720769 · SVP&Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,683 F5 · shares: Reflects net settlement of shares resulting from withholding for payment of taxes due on vesting shares of restricted stock. F1 · balance_after: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2 · balance_after: Includes shares of restricted stock granted on December 31, 2013 and vest at a rate of 33.3% per year commencing on December 31, 2016. F3 · balance_after: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F4 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:45 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | Tax withholdingCommon Stock | 221 | $42.10 | $9,304.10 |
DisclosureSEC source: 0001140361-18-000530 · doc1.xml · nonDerivative · entry 1 Rojeski Karen · CIK 0001720769 · SVP&Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,912 F5 · shares: Reflects net settlement of shares resulting from withholding for payment of taxes due on vesting shares of restricted stock. F1 · balance_after: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2 · balance_after: Includes shares of restricted stock granted on December 31, 2013 and vest at a rate of 33.3% per year commencing on December 31, 2016. F3 · balance_after: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F4 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:25 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | PurchaseCommon Stock | 78 | $35.00 | $2,730.00 |
DisclosureSEC source: 0001140361-17-041845 · doc1.xml · nonDerivative · entry 1 Rojeski Karen · CIK 0001720769 · SVP&Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,133 F1 · balance_after: Includes shares of restricted stock granted on January 1, 2015 and vest at a rate of 33.3% per year commencing on January 1, 2018. F2 · balance_after: Includes shares of restricted stock granted on December 31, 2013 and vest at a rate of 33.3% per year commencing on December 31, 2016. F3 · balance_after: Includes shares of restricted stock granted on January 1, 2016 and vest at a rate of 33.3% per year commencing on January 1, 2019. F4 · balance_after: Includes shares of restricted stock granted on March 1, 2017 and vest at a rate of 33.3% per year commencing on March 1, 2020. 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.