Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEAPACK GLADSTONE FINANCIAL CORPPGC · Entity 1354 | EVP, Deposit Solutions | May 19, 2020 | May 20, 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.
PEAPACK GLADSTONE FINANCIAL CORP
Report date May 19, 2020 · Filed May 20, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,175 |
Reported balance
After 2020-05-19 transaction · row 1
1 source rowRow 1 · 2020-05-19 · Tax withholding · Disposed 87 · Balance 2,175 F1: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,682 |
Reported balance
Holding disclosure · report date 2020-05-19 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 15,682 F2: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F3: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,877 |
Reported balance
Holding disclosure · report date 2020-05-19 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,877 F4: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met. F5: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units.
F2: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation.
F3: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date.
F4: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met.
F5: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied.
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 19, 2020 Filed May 20, 2020 20:00 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 87 | $16.04 | $1,395.48 |
DisclosureSEC source: 0001209191-20-030854 · doc4.xml · nonDerivative · entry 1 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:21 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 4,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020877 · doc4.xml · derivative · entry 3 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,877 Underlying: Common Stock · 4,877 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met. F4 · derivative.exercise_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. F4 · derivative.expiration_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 19:21 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 14,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020877 · doc4.xml · derivative · entry 2 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,944 Underlying: Common Stock · 14,632 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 18:41 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 1,000 | $15.31 | $15,310.00 |
DisclosureSEC source: 0001209191-20-019532 · doc4.xml · nonDerivative · entry 1 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 14:20 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 100 | $30.31 | $3,031.00 |
DisclosureSEC source: 0001209191-20-012337 · doc4.xml · nonDerivative · entry 3 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 14:20 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 198 | $30.34 | $6,007.32 |
DisclosureSEC source: 0001209191-20-012337 · doc4.xml · nonDerivative · entry 2 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 14:20 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 202 | $30.30 | $6,120.60 |
DisclosureSEC source: 0001209191-20-012337 · doc4.xml · nonDerivative · entry 1 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702 Read SEC document |
| May 19, 2019 Filed May 29, 2019 19:55 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033172 · doc4.xml · derivative · entry 2 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,312 Underlying: Common Stock · 1,312 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. Read SEC document |
| May 17, 2019 Filed May 21, 2019 16:25 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 500 | $27.36 | $13,677.50 |
DisclosureSEC source: 0001209191-19-031651 · doc4.xml · nonDerivative · entry 1 DeBel Richard · CIK 0001777162 · EVP, Deposit Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 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.