Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | EVP Chief Information Officer | May 22, 2019 | May 23, 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 May 22, 2019 · Filed May 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 61,687.521 |
Reported balance
After 2019-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-22 · Grant · Acquired 5,850 · Balance 61,687.521 F1: One seventh of this grant of RRP shares will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. F2: Reflects Transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.27 · Expires 2029-05-22 | Direct | 12,480 |
Reported balance
After 2019-05-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-05-22 · Grant · Acquired 12,480 · Balance 12,480 F4: One seventh of this grant of stock options will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectIRA | 6,348.623 |
Reported balance
Holding disclosure · report date 2019-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,348.623 F3: 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 | Indirect401-K | 16,435.383 |
Reported balance
Holding disclosure · report date 2019-05-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,435.383 F5: 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: One seventh of this grant of RRP shares will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025.
F2: Reflects Transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F3: Reflects Transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F4: One seventh of this grant of stock options will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025.
F5: 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 |
|---|---|---|---|---|---|---|
| May 22, 2019 Filed May 23, 2019 15:15 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $17.27 Strike: $17.27 | $215,529.60 |
DisclosureSEC source: 0001386958-19-000001 · edgar.xml · derivative · entry 4 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2029-05-22 F4 · shares: One seventh of this grant of stock options will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. Read SEC document |
| May 22, 2019 Filed May 23, 2019 15:15 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $17.27 | $101,029.50 |
DisclosureSEC source: 0001386958-19-000001 · edgar.xml · nonDerivative · entry 1 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,687.521 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. F2 · balance_after: Reflects Transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 17:32 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,625 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001140361-18-028930 · doc1.xml · derivative · entry 5 Young Andrew · CIK 0001386958 · EVP-Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2019-02-18 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 |
| June 14, 2018 Filed Jun 18, 2018 17:32 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 11,825 | $17.52 | $207,190.56 |
DisclosureSEC source: 0001140361-18-028930 · doc1.xml · nonDerivative · entry 2 Young Andrew · CIK 0001386958 · EVP-Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,569.289 F1 · price: Average price of 16 lots with a high of $17.555 and a low of $17.49. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 17:32 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 5,625 | $7.48 | $42,075.00 |
DisclosureSEC source: 0001140361-18-028930 · doc1.xml · nonDerivative · entry 1 Young Andrew · CIK 0001386958 · EVP-Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,394.289 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 |
| May 14, 2018 Filed May 16, 2018 14:24 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $16.59 Strike: $16.59 | $207,043.20 |
DisclosureSEC source: 0001386958-18-000001 · edgar.xml · derivative · entry 4 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2028-05-14 F4 · shares: One seventh of this grant of stock options will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. Read SEC document |
| May 14, 2018 Filed May 16, 2018 14:24 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $16.59 | $97,051.50 |
DisclosureSEC source: 0001386958-18-000001 · edgar.xml · nonDerivative · entry 1 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,769.289 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. F2 · balance_after: Reflects Transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 19:58 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 5,625 | $9.79 Strike: $9.79 | $55,068.75 |
DisclosureSEC source: 0001386958-17-000005 · edgar.xml · derivative · entry 5 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2018-11-19 Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 19:58 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. | 5,625 | $16.18 | $90,995.63 |
DisclosureSEC source: 0001386958-17-000005 · edgar.xml · nonDerivative · entry 2 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,629.273 F1 · price: Average price of 9 lots with a high of $16.195 and a low of $16.16. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 19:58 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 5,625 | $9.79 | $55,068.75 |
DisclosureSEC source: 0001386958-17-000005 · edgar.xml · nonDerivative · entry 1 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,254.273 Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:24 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 12,480 | $15.57 Strike: $15.57 | $194,313.60 |
DisclosureSEC source: 0001386958-17-000003 · edgar.xml · derivative · entry 4 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2027-05-17 F4 · shares: One tenth of this grant of stock options will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:24 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $15.24 | $89,154.00 |
DisclosureSEC source: 0001386958-17-000003 · edgar.xml · nonDerivative · entry 1 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,296.762 F1 · shares: One tenth of this grant of RRP shares will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. F2 · balance_after: Reflects Transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:43 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,625 | $11.12 Strike: $11.12 | $62,550.00 |
DisclosureSEC source: 0001386958-17-000002 · edgar.xml · derivative · entry 5 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2018-01-16 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 22, 2017 Filed Feb 24, 2017 21:43 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. | 3,422 | $18.28 | $62,554.16 |
DisclosureSEC source: 0001386958-17-000002 · edgar.xml · nonDerivative · entry 2 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,446.762 F1 · shares: Constructively exchanged 3,422 shares in order to exercise 5,625 stock options. The number of shares issued was 2,203. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:43 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. | 5,625 | $11.12 | $62,550.00 |
DisclosureSEC source: 0001386958-17-000002 · edgar.xml · nonDerivative · entry 1 Young Andrew · CIK 0001386958 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,868.762 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.