Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES INCPFS · Entity 4228 | EVP/CLO of Provident Bank | March 07, 2020 | March 10, 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.
PROVIDENT FINANCIAL SERVICES INC
Report date March 07, 2020 · Filed March 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,470 |
Ending reported balance
After 2020-03-07 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-03-07 · Tax withholding · Disposed 215 · Balance 90,677 Row 2 · 2020-03-07 · Grant · Acquired 8,487 · Balance 99,164 F1: Performance vesting stock awards granted on March 7, 2017 based on meeting certain performance criteria. Row 3 · 2020-03-07 · Tax withholding · Disposed 2,694 · Balance 96,470 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 20,939 |
Reported balance
Holding disclosure · report date 2020-03-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,939 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 7,602 |
Reported balance
Holding disclosure · report date 2020-03-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 7,602 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: Performance vesting stock awards granted on March 7, 2017 based on meeting certain performance criteria.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| March 07, 2020 Filed Mar 10, 2020 21:15 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 2,694 | $19.71 | $53,098.74 |
DisclosureSEC source: 0001628280-20-003332 · wf-form4_158387491845337.xml · nonDerivative · entry 3 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,470 Read SEC document |
| March 07, 2020 Filed Mar 10, 2020 21:15 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 8,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-003332 · wf-form4_158387491845337.xml · nonDerivative · entry 2 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,164 F1 · shares: Performance vesting stock awards granted on March 7, 2017 based on meeting certain performance criteria. Read SEC document |
| March 07, 2020 Filed Mar 10, 2020 21:15 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 215 | $19.71 | $4,237.65 |
DisclosureSEC source: 0001628280-20-003332 · wf-form4_158387491845337.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,677 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 21:37 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 269 | $19.78 | $5,320.82 |
DisclosureSEC source: 0001628280-20-003162 · wf-form4_158353064066841.xml · nonDerivative · entry 2 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,892 Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 21:37 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 253 | $20.80 | $5,262.40 |
DisclosureSEC source: 0001628280-20-003162 · wf-form4_158353064066841.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,161 Read SEC document |
| March 07, 2019 Filed Mar 8, 2019 20:51 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 235 | $26.48 | $6,222.80 |
DisclosureSEC source: 0001628280-19-002686 · wf-form4_155207830144149.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,414 Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:27 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 3,462 | $27.24 | $94,304.88 |
DisclosureSEC source: 0001628280-19-002628 · wf-form4_155199404271133.xml · nonDerivative · entry 3 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,649 Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:27 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 10,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-002628 · wf-form4_155199404271133.xml · nonDerivative · entry 2 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,111 F1 · shares: Performance vesting stock awards granted on February 24, 2016 based on meeting certain performance criteria. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:27 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 252 | $27.24 | $6,864.48 |
DisclosureSEC source: 0001628280-19-002628 · wf-form4_155199404271133.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,007 Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 23:06 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 2,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-002511 · wf-form4_155182720519223.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,259 F1 · balance_after: Shares of restricted stock vest at a rate of 33.3% per year over a period ending March 4, 2022. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:17 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 316 | $27.70 | $8,753.20 |
DisclosureSEC source: 0001628280-19-002001 · wf-form4_155121943374483.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,195 Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 17:56 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionStock Options · Derivative | 8,090 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-18-011906 · wf-form4_153720699249504.xml · derivative · entry 6 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,090 shares Expires 2019-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Reflects exercise of options that expire on February 3, 2019. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 17:56 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionStock Options · Derivative | 2,417 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-18-011906 · wf-form4_153720699249504.xml · derivative · entry 5 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,417 shares Expires 2019-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Reflects exercise of options that expire on February 3, 2019. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 17:56 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 8,090 | $10.40 | $84,136.00 |
DisclosureSEC source: 0001628280-18-011906 · wf-form4_153720699249504.xml · nonDerivative · entry 2 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,511 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 17:56 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 2,417 | $10.40 | $25,136.80 |
DisclosureSEC source: 0001628280-18-011906 · wf-form4_153720699249504.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,421 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 17:50 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 3,175 | $26.18 | $83,121.50 |
DisclosureSEC source: 0001628280-18-002993 · wf-form4_152061781577714.xml · nonDerivative · entry 2 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,004 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 17:50 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 9,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-002993 · wf-form4_152061781577714.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,179 F1 · shares: Performance vesting stock awards granted on February 19, 2015 based on meeting certain performance criteria. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 23:46 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 2,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-002814 · wf-form4_152037997318712.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,741 F1 · balance_after: Shares of restricted stock vest at a rate of 33.3% per year over a period ending March 5, 2021. Read SEC document |
| February 24, 2018 Filed Feb 26, 2018 21:08 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 290 | $25.94 | $7,522.60 |
DisclosureSEC source: 0001628280-18-002228 · wf-form4_151967929300067.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,542 Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:18 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 287 | $25.93 | $7,441.91 |
DisclosureSEC source: 0001628280-18-001996 · wf-form4_151925151936787.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,832 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionStock Options · Derivative | 6,100 | $0.00 Strike: $12.54 | $0.00 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · derivative · entry 11 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,100 shares Expires 2018-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Reflects exercise of options that expire on January 29, 2018. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,440 | $28.67 | $41,284.80 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 8 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,119 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,000 | $28.68 | $28,675.00 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 7 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,559 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 536 | $28.31 | $15,174.16 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 6 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,559 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,124 | $28.32 | $31,831.68 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 5 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,095 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 100 | $28.34 | $2,834.00 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 4 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,219 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,800 | $28.35 | $51,021.00 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 3 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,319 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 100 | $28.37 | $2,837.00 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 2 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,119 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:29 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 6,100 | $12.54 | $76,494.00 |
DisclosureSEC source: 0001628280-17-011953 · wf-form4_151215295305872.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,219 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 21:23 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 2,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-002409 · wf-form4_148909458808365.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,119 F1 · shares: Shares of restricted stock vest at a rate of 33.3% per year over a period ending March 7, 2020. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:50 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 317 | $26.78 | $8,489.26 |
DisclosureSEC source: 0001628280-17-001804 · wf-form4_148823221504060.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,067 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 21:15 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 314 | $26.53 | $8,330.42 |
DisclosureSEC source: 0001628280-17-001557 · wf-form4_148779811062038.xml · nonDerivative · entry 1 BLUM DONALD W · CIK 0001237597 · EVP/CLO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,384 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.