Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | EVP, Chief Credit Officer | December 09, 2019 | December 09, 2019 |
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 December 09, 2019 · Filed December 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 79,596 |
Ending reported balance
After 2019-12-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-12-09 · Exercise / conversion · Acquired 4,195 · Balance 83,791 Row 2 · 2019-12-09 · Exercise / conversion · Acquired 4,992 · Balance 88,783 Row 3 · 2019-12-09 · Exercise / conversion · Acquired 3,744 · Balance 92,527 Row 4 · 2019-12-09 · Sale · Disposed 12,931 · Balance 79,596 F1: Average price of 5 lots with a high of $16.63 and a low of $16.60. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.37 · Expires 2025-05-20 | Direct | 6,240 |
Reported balance
After 2019-12-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-09 · Exercise / conversion · Disposed 4,195 · Balance 6,240 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.15 · Expires 2026-05-18 | Direct | 7,488 |
Reported balance
After 2019-12-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-09 · Exercise / conversion · Disposed 4,992 · Balance 7,488 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.57 · Expires 2027-05-17 | Direct | 8,736 |
Reported balance
After 2019-12-09 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-12-09 · Exercise / conversion · Disposed 3,744 · Balance 8,736 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Indirect401-K | 16,484.667 |
Reported balance
Holding disclosure · report date 2019-12-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 16,484.667 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectWife's IRA | 1,019 |
Reported balance
Holding disclosure · report date 2019-12-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,019 |
Filing footnotes · ownership attribution and instrument terms
F1: Average price of 5 lots with a high of $16.63 and a low of $16.60.
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 |
|---|---|---|---|---|---|---|
| December 06, 2016 Filed Dec 7, 2016 22:00 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 10,125 | $7.48 | $75,735.00 |
DisclosureSEC source: 0001371941-16-000009 · edgar.xml · nonDerivative · entry 3 SMELKO MICHAEL G · CIK 0001371941 · Exec. V.P., Chief Credit Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,421 Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 22:00 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, inc. Common Stock | 10,125 | $9.79 | $99,123.75 |
DisclosureSEC source: 0001371941-16-000009 · edgar.xml · nonDerivative · entry 2 SMELKO MICHAEL G · CIK 0001371941 · Exec. V.P., Chief Credit Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,296 Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 22:00 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 10,125 | $11.12 | $112,590.00 |
DisclosureSEC source: 0001371941-16-000009 · edgar.xml · nonDerivative · entry 1 SMELKO MICHAEL G · CIK 0001371941 · Exec. V.P., Chief Credit Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,171 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.