Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | EVP Chief Risk 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 | 27,910 |
Reported balance
After 2019-05-22 transaction · row 1
1 source rowRow 1 · 2019-05-22 · Grant · Acquired 5,850 · Balance 27,910 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. |
| 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-22 · Grant · Acquired 12,480 · Balance 12,480 F3: 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 | Indirect401-K | 6,008.681 |
Reported balance
Holding disclosure · report date 2019-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,008.681 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: 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: 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.
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 15:07 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: 0001621798-19-000001 · edgar.xml · derivative · entry 3 Townsend Thomas J · CIK 0001621798 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2029-05-22 F3 · 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 15:07 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $17.27 | $101,029.50 |
DisclosureSEC source: 0001621798-19-000001 · edgar.xml · nonDerivative · entry 1 Townsend Thomas J · CIK 0001621798 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,910 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. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,496 | $0.00 Strike: $15.57 | $0.00 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · derivative · entry 10 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,984 Underlying: Common Stock · 2,496 shares Expires 2027-05-17 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. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,744 | $0.00 Strike: $14.15 | $0.00 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · derivative · entry 9 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,736 Underlying: Common Stock · 3,744 shares Expires 2026-05-18 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 |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,220 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · derivative · entry 8 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,330 Underlying: Common Stock · 2,220 shares Expires 2025-05-20 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 |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,040 | $0.00 Strike: $13.15 | $0.00 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · derivative · entry 7 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,040 Underlying: Common Stock · 2,040 shares Expires 2024-05-21 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 |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 10,500 | $18.40 | $193,227.30 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · nonDerivative · entry 5 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,060 F1 · price: Average price of 14 lots with a high of $18.425 and a low of $18.37. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 2,496 | $15.57 | $38,862.72 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · nonDerivative · entry 4 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,560 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 |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 3,744 | $14.15 | $52,977.60 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · nonDerivative · entry 3 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,064 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 |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 2,220 | $12.37 | $27,461.40 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · nonDerivative · entry 2 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,320 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 |
| August 27, 2018 Filed Aug 29, 2018 13:12 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 2,040 | $13.15 | $26,826.00 |
DisclosureSEC source: 0001621798-18-000003 · edgar.xml · nonDerivative · entry 1 Townsend Thomas J · CIK 0001621798 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,100 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 15, 2018 18:44 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: 0001621798-18-000001 · edgar.xml · derivative · entry 3 Townsend Thomas J · CIK 0001621798 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2028-05-14 F3 · 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 15, 2018 18:44 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $16.59 | $97,051.50 |
DisclosureSEC source: 0001621798-18-000001 · edgar.xml · nonDerivative · entry 1 Townsend Thomas J · CIK 0001621798 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,060 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. Read SEC document |
| May 17, 2017 Filed May 18, 2017 20:05 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: 0001621798-17-000001 · edgar.xml · derivative · entry 3 Townsend Thomas J · CIK 0001621798 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,480 Underlying: Common Stock · 12,480 shares Expires 2027-05-17 F3 · 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 18, 2017 20:05 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 5,850 | $15.24 | $89,154.00 |
DisclosureSEC source: 0001621798-17-000001 · edgar.xml · nonDerivative · entry 1 Townsend Thomas J · CIK 0001621798 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,210 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. 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.