Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FULTON FINANCIAL CORPFULT · Entity 396 | Director | June 01, 2020 | June 03, 2020 |
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.
FULTON FINANCIAL CORP
Report date June 01, 2020 · Filed June 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,455.1555 |
Reported balance
After 2020-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-01 · Grant · Acquired 5,500 · Balance 9,455.1555 F2: Each restricted stock unit represents a contingent right to receive one share of Fulton Financial Corporation common stock, $2.50 par value per share. F3: Forfeiture restrictions lapse on the restricted stock units on the first anniversary of the date of grant, or earlier in accordance with the Fulton Financial Corporation Amended and Restated Director's Equity Participation Plan. F4: The restricted stocks units, together with accumulated dividend equivalents, will convert to common stock on the first anniversary of the date of the grant or, at the election of the reporting person, in up to three equal annual installments beginning in January of the year following the year in which the reporting person retires or separates from the Fulton Financial Corporation Board of Directors. F5: Includes restricted stock units, together with accumulated dividend equivalents, for which the forfeiture restrictions have lapsed and the reporting person has made an election to defer the conversion to common stock until after the reporting person retires or separates from the Fulton Financial Corporation Board of Directors. Dividend equivalents continue to accumulate during the deferral period. |
| $2.50 par value Common StockSEC Table I · non-derivative | Direct | 116,438.6187 |
Reported balance
Holding disclosure · report date 2020-06-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 116,438.6187 F1: Includes 97,039.96 shares held jointly with spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 97,039.96 shares held jointly with spouse.
F2: Each restricted stock unit represents a contingent right to receive one share of Fulton Financial Corporation common stock, $2.50 par value per share.
F3: Forfeiture restrictions lapse on the restricted stock units on the first anniversary of the date of grant, or earlier in accordance with the Fulton Financial Corporation Amended and Restated Director's Equity Participation Plan.
F4: The restricted stocks units, together with accumulated dividend equivalents, will convert to common stock on the first anniversary of the date of the grant or, at the election of the reporting person, in up to three equal annual installments beginning in January of the year following the year in which the reporting person retires or separates from the Fulton Financial Corporation Board of Directors.
F5: Includes restricted stock units, together with accumulated dividend equivalents, for which the forfeiture restrictions have lapsed and the reporting person has made an election to defer the conversion to common stock until after the reporting person retires or separates from the Fulton Financial Corporation Board of Directors. Dividend equivalents continue to accumulate during the deferral period.
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 |
|---|---|---|---|---|---|---|
| June 01, 2020 Filed Jun 3, 2020 20:17 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | GrantRestricted Stock Units · Derivative | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004150 · primarydocument.xml · derivative · entry 2 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,455.1555 Underlying: $2.50 par value Common Stock · 5,500 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Fulton Financial Corporation common stock, $2.50 par value per share. F3 · derivative.exercise_date: Forfeiture restrictions lapse on the restricted stock units on the first anniversary of the date of grant, or earlier in accordance with the Fulton Financial Corporation Amended and Restated Director's Equity Participation Plan. F4 · derivative.exercise_date: The restricted stocks units, together with accumulated dividend equivalents, will convert to common stock on the first anniversary of the date of the grant or, at the election of the reporting person, in up to three equal annual installments beginning in January of the year following the year in which the reporting person retires or separates from the Fulton Financial Corporation Board of Directors. F3 · derivative.expiration_date: Forfeiture restrictions lapse on the restricted stock units on the first anniversary of the date of grant, or earlier in accordance with the Fulton Financial Corporation Amended and Restated Director's Equity Participation Plan. F4 · derivative.expiration_date: The restricted stocks units, together with accumulated dividend equivalents, will convert to common stock on the first anniversary of the date of the grant or, at the election of the reporting person, in up to three equal annual installments beginning in January of the year following the year in which the reporting person retires or separates from the Fulton Financial Corporation Board of Directors. F5 · balance_after: Includes restricted stock units, together with accumulated dividend equivalents, for which the forfeiture restrictions have lapsed and the reporting person has made an election to defer the conversion to common stock until after the reporting person retires or separates from the Fulton Financial Corporation Board of Directors. Dividend equivalents continue to accumulate during the deferral period. Read SEC document |
| June 01, 2019 Filed Jun 5, 2019 22:07 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | GrantRestricted Stock Units · Derivative | 3,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003376 · primarydocument.xml · derivative · entry 2 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,807 Underlying: $2.50 par value Common Stock · 3,807 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Fulton Financial Corporation common stock, $2.50 par value per share. F3 · derivative.exercise_date: Forfeiture restrictions lapse on the restricted stock units on the first anniversary of the date of grant, or earlier in accordance with the Fulton Financial Corporation Amended and Restated Director's Equity Participation Plan. F4 · derivative.exercise_date: Vested shares will be delivered to the reporting person on the first anniversary of the date of the grant or, at the election of the reporting person, in up to three equal annual installments beginning in January of the year following the year in which the reporting person retires or separates from the Fulton Financial Corporation Board. F3 · derivative.expiration_date: Forfeiture restrictions lapse on the restricted stock units on the first anniversary of the date of grant, or earlier in accordance with the Fulton Financial Corporation Amended and Restated Director's Equity Participation Plan. F4 · derivative.expiration_date: Vested shares will be delivered to the reporting person on the first anniversary of the date of the grant or, at the election of the reporting person, in up to three equal annual installments beginning in January of the year following the year in which the reporting person retires or separates from the Fulton Financial Corporation Board. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 21:07 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Grant$2.50 par value common stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-004407 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,438.6187 F1 · shares: Stock award granted under the 2011 Directors' Equity Participation Plan. F2 · balance_after: Includes 97,039.960 shares held jointly with spouse. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 18:55 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Grant$2.50 par value common stock | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002794 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,898.6187 F1 · shares: Stock award granted under the 2011 Directors' Equity Participation Plan. F2 · balance_after: Includes 97,039.960 shares held jointly with spouse. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:22 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Grant$2.50 par value common stock | 1,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003460 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,448.6187 F1 · shares: Stock award granted under the 2011 Directors' Equity Participation Plan. F2 · balance_after: Includes 97,039.960 shares held jointly with spouse. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:18 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Grant$2.50 par value common stock | 981 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002180 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,066.6187 F1 · shares: Stock award granted under the 2011 Directors' Equity Participation Plan. F2 · balance_after: Includes 97,039.96 shares held jointly with spouse. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:10 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Sale$2.50 par value common stock | 0.958 | $18.35 | $17.58 |
DisclosureSEC source: 0001562180-17-000623 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,085.6187 F1 · shares: Sale of fractional shares by the transfer agent to close a joint account. F2 · balance_after: Includes 274.153 shares acquired on January 13, 2017 and 185.5239 shares acquired on January 20, 2017 pursuant to dividend reinvestment. F3 · balance_after: Includes 97,039.96 shares held jointly with spouse. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:01 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Gift$2.50 par value common stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-003907 · primarydocument.xml · nonDerivative · entry 2 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,572.6348 F2 · balance_after: Includes 37.8378 shares acquired on 12/16/2016 pursuant to dividend reinvestment. F3 · balance_after: Includes 96,526.9761 shares held jointly with spouse. Read SEC document |
| December 15, 2016 Filed Feb 13, 2017 21:14 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Other$2.50 par value common stock | 54.265 | $18.95 | $1,028.32 |
DisclosureSEC source: 0001562180-17-000624 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,139.8837 F1 · shares: Dividend Reinvestment of shares. F2 · balance_after: Includes 96,766.765 shares held jointly with spouse. Read SEC document |
| December 01, 2016 Filed Dec 29, 2016 21:01 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Sale$2.50 par value common stock | 0.6534 | $18.03 | $11.78 |
DisclosureSEC source: 0001562180-16-003907 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 0 F1 · shares: Sale of fractional shares by the transfer agent to close account for spouse after sale of 344 whole shares on 11/28/2016. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 20:50 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Sale$2.50 par value common stock | 344 | $18.02 | $6,197.74 |
DisclosureSEC source: 0001562180-16-003625 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0.6534 Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:09 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Grant$2.50 par value common stock | 1,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-003378 · primarydocument.xml · nonDerivative · entry 1 FREER PATRICK J · CIK 0001200572 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,675.167 F1 · shares: Stock award granted under the 2011 Directors' Equity Participation Plan. F2 · balance_after: Includes 350.793 shares acquired on July 15, 2016, 248.5634 shares acquired on July 19, 2016, 246.6974 and shares acquired on October 17, 2016 through dividend reinvestment. F3 · balance_after: Includes 96,629.5083 shares held jointly with spouse. 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.