Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | EVP Commercial Lending | May 20, 2020 | May 22, 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.
Northwest Bancshares, Inc.
Report date May 20, 2020 · Filed May 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 40,920 |
Reported balance
After 2020-05-20 transaction · row 1
1 source rowRow 1 · 2020-05-20 · Grant · Acquired 5,850 · Balance 40,920 F1: One seventh of this grant of RRP shares will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.71 · Expires 2030-05-20 | Direct | 12,480 |
Reported balance
After 2020-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-20 · Grant · Acquired 12,480 · Balance 12,480 F3: One seventh of this grant of stock options will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Indirect401-K | 3,336.351 |
Reported balance
Holding disclosure · report date 2020-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,336.351 F2: 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: One seventh of this grant of RRP shares will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F3: One seventh of this grant of stock options will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026.
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 |
|---|---|---|---|---|---|---|
| May 20, 2020 Filed May 22, 2020 13:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $9.71 Strike: $9.71 | $121,180.80 |
DisclosureSEC source: 0001471265-20-000084 · wf-form4_159015294749601.xml · derivative · entry 3 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Northwest Bancshares, Inc. Common Stock · 12,480 shares Expires 2030-05-20 F3 · shares: One seventh of this grant of stock options will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. Read SEC document |
| May 20, 2020 Filed May 22, 2020 13:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $9.71 | $56,803.50 |
DisclosureSEC source: 0001471265-20-000084 · wf-form4_159015294749601.xml · nonDerivative · entry 1 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,920 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. Read SEC document |
| May 22, 2019 Filed May 24, 2019 15:43 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $17.27 Strike: $17.27 | $215,529.60 |
DisclosureSEC source: 0001588918-19-000002 · edgar.xml · derivative · entry 3 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2029-05-22 F2 · shares: One seventh of this grant of stock options will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. Read SEC document |
| May 22, 2019 Filed May 24, 2019 15:43 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $17.27 | $101,029.50 |
DisclosureSEC source: 0001588918-19-000002 · edgar.xml · nonDerivative · entry 1 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,070 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. Read SEC document |
| May 14, 2018 Filed May 15, 2018 19:14 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $16.59 Strike: $16.59 | $207,043.20 |
DisclosureSEC source: 0001588918-18-000001 · edgar.xml · derivative · entry 3 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2028-05-14 F2 · shares: One seventh of this grant of stock options will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. Read SEC document |
| May 14, 2018 Filed May 15, 2018 19:14 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $16.59 | $97,051.50 |
DisclosureSEC source: 0001588918-18-000001 · edgar.xml · nonDerivative · entry 1 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,220 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. Read SEC document |
| May 17, 2017 Filed May 19, 2017 18:17 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $15.57 Strike: $15.57 | $194,313.60 |
DisclosureSEC source: 0001588918-17-000001 · edgar.xml · derivative · entry 3 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2027-05-17 F2 · shares: One tenth of this grant of stock options will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. Read SEC document |
| May 17, 2017 Filed May 19, 2017 18:17 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $15.24 | $89,154.00 |
DisclosureSEC source: 0001588918-17-000001 · edgar.xml · nonDerivative · entry 1 Bickerton Michael · CIK 0001588918 · EVP Commercial Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,370 F1 · shares: One tenth of this grant of RRP shares will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. 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.