Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WASHINGTON TRUST BANCORP INCWASH · Entity 5187 | Director | April 28, 2020 | April 29, 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.
WASHINGTON TRUST BANCORP INC
Report date April 28, 2020 · Filed April 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,872 |
Reported balance
After 2020-04-28 transaction · row 1
1 source rowRow 1 · 2020-04-28 · Grant · Acquired 860 · Balance 26,872 |
| Common StockSEC Table I · non-derivative | IndirectRaymond K. Hoxsie Trust fbo Katherine W. Hoxsie | 12,327 |
Reported balance
Holding disclosure · report date 2020-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,327 |
| Common StockSEC Table I · non-derivative | IndirectJoseph Kirby Trust Dated September 24, 1997 | 67,553 |
Reported balance
Holding disclosure · report date 2020-04-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67,553 |
| Common StockSEC Table I · non-derivative | IndirectRaymond K. Hoxsie Trust fbo Raymond K. Hoxsie, Jr. | 14,914 |
Reported balance
Holding disclosure · report date 2020-04-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 14,914 |
| Common StockSEC Table I · non-derivative | IndirectRaymond K. Hoxsie Trust fbo Julie Hoxsie | 12,327 |
Reported balance
Holding disclosure · report date 2020-04-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,327 |
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 |
|---|---|---|---|---|---|---|
| April 28, 2020 Filed Apr 29, 2020 19:53 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-20-000059 · wf-form4_158818997082064.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,872 Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 02:31 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 2,000 | $52.55 | $105,093.00 |
DisclosureSEC source: 0000737468-19-000116 · wf-form4_157603148634436.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 67,553 F1 · price: The reported price is a weighted average. The breakdown of actual transactions will be available upon request. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 20:33 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-19-000091 · wf-form4_156875241980265.xml · nonDerivative · entry 2 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 69,553 Read SEC document |
| September 12, 2019 Filed Sep 17, 2019 20:33 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GiftCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-19-000091 · wf-form4_156875241980265.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 69,573 Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:11 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-19-000062 · wf-form4_155622307072136.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,012 Read SEC document |
| September 11, 2018 Filed Sep 11, 2018 21:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GiftCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-18-000120 · wf-form4_153669963100581.xml · nonDerivative · entry 2 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 69,653 Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:00 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 1,500 | $59.02 | $88,527.45 |
DisclosureSEC source: 0000737468-18-000120 · wf-form4_153669963100581.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 69,728 F1 · price: The reported price is a weighted average with a range in price from $58.90 to $59.30. The breakdown of actual transactions will be available upon request. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 19:30 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-18-000060 · wf-form4_152477097677444.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,422 Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GiftCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 7 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 71,228 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 101 | $56.53 | $5,709.03 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 6 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 71,299 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 1 | $56.50 | $56.50 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 5 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 71,400 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 900 | $56.45 | $50,805.00 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 4 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 71,401 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 100 | $56.41 | $5,641.25 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 3 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 72,301 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 402 | $56.25 | $22,612.50 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 2 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 72,401 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 18:21 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 496 | $56.05 | $27,800.80 |
DisclosureSEC source: 0000737468-17-000129 · wf-form4_150938768309515.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 72,803 Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 18:45 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-17-000064 · wf-form4_149331872675914.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,892 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 7 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 73,299 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 7 | $42.37 | $296.59 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 6 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 73,359 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 211 | $42.35 | $8,935.85 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 5 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 73,366 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 11 | $42.34 | $465.74 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 4 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 73,577 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 442 | $42.32 | $18,705.44 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 3 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 73,588 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 585 | $42.31 | $24,751.35 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 2 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 74,030 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 21:27 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | SaleCommon Stock | 744 | $42.30 | $31,471.20 |
DisclosureSEC source: 0000737468-16-000287 · wf-form4_147371564677492.xml · nonDerivative · entry 1 HOXSIE KATHERINE W · CIK 0001212011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joseph Kirby Trust Dated September 24, 1997 Disclosed balance after: 74,615 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.