Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 09, 2019 | August 13, 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.
WSFS FINANCIAL CORP
Report date August 09, 2019 · Filed August 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,912 |
Reported balance
After 2019-08-09 transaction · row 1
1 source rowRow 1 · 2019-08-09 · Grant · Acquired 840 · Balance 48,912 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 55,689 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 23,185 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 31,084 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock IX | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-03-01 · Disposition to issuer · Disposed 14,000 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock VIII | 0 |
Reported balance
After 2019-03-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-03-01 · Disposition to issuer · Disposed 6,200 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F3: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock X | 0 |
Reported balance
After 2019-03-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-03-01 · Disposition to issuer · Disposed 166,000 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F4: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock XI | 0 |
Reported balance
After 2019-03-01 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2019-03-01 · Disposition to issuer · Disposed 16,652 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F5: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock XII | 0 |
Reported balance
After 2019-03-01 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2019-03-01 · Disposition to issuer · Disposed 22,406 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F6: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2023-01-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-03-01 · Disposition to issuer · Disposed 16,498 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.41 · Expires 2025-02-06 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-03-01 · Disposition to issuer · Disposed 47,541 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F9: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2024-02-20 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-03-01 · Disposition to issuer · Disposed 82,492 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-03-01 · Disposition to issuer · Disposed 16,498 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
F3: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
F4: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award.
F5: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award.
F6: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award.
F7: Stock options are fully vested and exercisable.
F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
F9: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant.
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 |
|---|---|---|---|---|---|---|
| January 26, 2018 Filed Jan 29, 2018 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001804 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,433 Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001804 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,891 F1 · kind: Since the reporting person's last report, 3,028 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 16:33 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 25,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001643 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 25,853 F1 · ownership.nature: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001274 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 17, 2016, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 2,383 | $16.95 | $40,391.85 |
DisclosureSEC source: 0001225208-18-001274 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,863 Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001274 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,246 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:19 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 166,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011134 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 332,000 F1 · kind: Since the reporting person's last report, 166,000 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:19 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 80,616 | $15.80 | $1,273,732.80 |
DisclosureSEC source: 0001225208-17-011134 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,846 Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:19 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 166,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011134 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,462 F1 · kind: Since the reporting person's last report, 166,000 shares of restricted stock have vested and are now held directly. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006858 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock V Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on March 23, 2015, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 2,374 | $16.10 | $38,221.40 |
DisclosureSEC source: 0001225208-17-006858 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,462 Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006858 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,836 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 14:28 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,504 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-17-005237 · doc4.xml · derivative · entry 14 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,498 Underlying: Common Stock · 17,504 shares Expires 2022-03-23 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. F10 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on March 23, 2013, the first anniversary of the date of the grant. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 14:28 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 65,994 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001225208-17-005237 · doc4.xml · derivative · entry 13 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,498 Underlying: Common Stock · 65,994 shares Expires 2023-01-17 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. F9 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on January 17, 2014, the first anniversary of the date of the grant. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 14:28 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 83,498 | $16.67 | $1,391,502.52 |
DisclosureSEC source: 0001225208-17-005237 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.50 to $16.80, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 14:28 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 17,504 | $8.30 | $145,283.20 |
DisclosureSEC source: 0001225208-17-005237 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,934 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 01, 2017 Filed Mar 2, 2017 14:28 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 65,994 | $8.40 | $554,349.60 |
DisclosureSEC source: 0001225208-17-005237 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,430 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 |
| February 28, 2017 Filed Mar 1, 2017 15:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-17-005048 · doc4.xml · derivative · entry 12 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,002 Underlying: Common Stock · 30,000 shares Expires 2022-03-23 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. F9 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on March 23, 2013, the first anniversary of the date of the grant. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 15:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 30,000 | $16.36 | $490,797.00 |
DisclosureSEC source: 0001225208-17-005048 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.30 to $16.55, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 15:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 30,000 | $8.30 | $249,000.00 |
DisclosureSEC source: 0001225208-17-005048 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,436 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 |
| February 27, 2017 Filed Feb 28, 2017 12:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,490 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-17-004825 · doc4.xml · derivative · entry 14 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,002 Underlying: Common Stock · 18,490 shares Expires 2022-03-23 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. F10 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on March 23, 2013, the first anniversary of the date of the grant. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 12:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 16,498 | $0.00 Strike: $7.59 | $0.00 |
DisclosureSEC source: 0001225208-17-004825 · doc4.xml · derivative · entry 13 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,498 shares Expires 2019-03-09 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. F9 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 12:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 34,988 | $16.74 | $585,674.63 |
DisclosureSEC source: 0001225208-17-004825 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.65 to $16.80, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 12:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 16,498 | $7.59 | $125,219.82 |
DisclosureSEC source: 0001225208-17-004825 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,424 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 |
| February 27, 2017 Filed Feb 28, 2017 12:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 18,490 | $8.30 | $153,467.00 |
DisclosureSEC source: 0001225208-17-004825 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,926 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 |
| February 20, 2017 Filed Feb 21, 2017 17:38 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 13,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003985 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 8,800 F1 · kind: Since the reporting person's last report, 13,198 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 20, 2017, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 20, 2017 Filed Feb 21, 2017 17:38 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 7,122 | $16.80 | $119,649.60 |
DisclosureSEC source: 0001225208-17-003985 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 Read SEC document |
| February 20, 2017 Filed Feb 21, 2017 17:38 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 13,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003985 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,558 F1 · kind: Since the reporting person's last report, 13,198 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 15:42 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 32,997 | $0.00 Strike: $7.62 | $0.00 |
DisclosureSEC source: 0001225208-17-002949 · doc4.xml · derivative · entry 14 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,997 shares Expires 2021-05-27 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. F9 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 15:42 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,495 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001225208-17-002949 · doc4.xml · derivative · entry 13 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,495 shares Expires 2020-03-05 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. F9 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 15:42 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 36,492 | $16.40 | $598,633.01 |
DisclosureSEC source: 0001225208-17-002949 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.35 to $16.65, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 15:42 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 3,495 | $8.82 | $30,825.90 |
DisclosureSEC source: 0001225208-17-002949 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,852 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 |
| February 10, 2017 Filed Feb 13, 2017 15:42 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 32,997 | $7.62 | $251,437.14 |
DisclosureSEC source: 0001225208-17-002949 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,357 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 |
| February 09, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 26,997 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · derivative · entry 17 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,997 shares Expires 2018-08-06 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. F10 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,003 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · derivative · entry 16 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,495 Underlying: Common Stock · 13,003 shares Expires 2020-03-05 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. F10 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 40,000 | $16.44 | $657,644.00 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · nonDerivative · entry 5 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.30 to $16.525, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 13,003 | $8.82 | $114,686.46 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · nonDerivative · entry 4 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,360 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 |
| February 09, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 26,997 | $10.78 | $291,027.66 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,357 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 |
| February 08, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · derivative · entry 15 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,997 Underlying: Common Stock · 30,000 shares Expires 2018-08-06 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. F10 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 30,000 | $16.33 | $489,807.00 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.20 to $16.40, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 14:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 30,000 | $10.78 | $323,400.00 |
DisclosureSEC source: 0001225208-17-002749 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,360 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 |
| February 07, 2017 Filed Feb 8, 2017 12:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001225208-17-002641 · doc4.xml · derivative · entry 15 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,997 Underlying: Common Stock · 30,000 shares Expires 2018-08-06 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. F11 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 12:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 30,000 | $16.08 | $482,376.00 |
DisclosureSEC source: 0001225208-17-002641 · doc4.xml · nonDerivative · entry 4 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.00 to $16.40, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 12:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 30,000 | $10.78 | $323,400.00 |
DisclosureSEC source: 0001225208-17-002641 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,360 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 |
| February 06, 2017 Filed Feb 8, 2017 12:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 132,983 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001225208-17-002641 · doc4.xml · derivative · entry 14 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,997 Underlying: Common Stock · 132,983 shares Expires 2018-08-06 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. F11 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 12:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 132,983 | $16.42 | $2,183,142.02 |
DisclosureSEC source: 0001225208-17-002641 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.40 to $16.85, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 12:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 132,983 | $10.78 | $1,433,556.74 |
DisclosureSEC source: 0001225208-17-002641 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,343 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 |
| January 26, 2017 Filed Jan 30, 2017 15:17 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 22,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001977 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 22,707 F1 · ownership.nature: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
| January 19, 2017 Filed Jan 19, 2017 17:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 16,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001394 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Performance Award II Disclosed balance after: 0 F2 · kind: The shares subject to this award have been forfeited as the performance requirements were not met. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 17:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001394 · doc4.xml · nonDerivative · entry 4 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 4,400 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. F3 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 17, 2016, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. 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.