Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | Director | 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 | 18,960 |
Reported balance
After 2019-05-22 transaction · row 1
1 source rowRow 1 · 2019-05-22 · Grant · Acquired 2,700 · Balance 18,960 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 | 7,200 |
Reported balance
After 2019-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-22 · Grant · Acquired 7,200 · Balance 7,200 F2: 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. |
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: 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 15:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $17.27 Strike: $17.27 | $124,344.00 |
DisclosureSEC source: 0001399679-19-000003 · edgar.xml · derivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2029-05-22 F2 · 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 15:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $17.27 | $46,629.00 |
DisclosureSEC source: 0001399679-19-000003 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,960 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 |
| February 08, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 24,000 | $0.00 Strike: $12.32 | $0.00 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · derivative · entry 7 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 24,000 shares Expires 2021-05-18 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 |
| February 08, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $12.12 | $0.00 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · derivative · entry 6 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2021-01-19 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, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | Not disclosed | $0.00 Strike: $11.49 | $6,000.00 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · derivative · entry 5 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2020-01-20 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 |
| February 08, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 39,210 | $17.97 | $704,713.49 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · nonDerivative · entry 4 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,260 F1 · price: Average price of 14 lots with a high of $18.05 and a low of $17.91. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 24,000 | $12.32 | $295,680.00 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · nonDerivative · entry 3 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,470 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, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 6,000 | $12.12 | $72,720.00 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · nonDerivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,470 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, 2019 Filed Feb 11, 2019 14:36 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 6,000 | $11.49 | $68,940.00 |
DisclosureSEC source: 0001399679-19-000002 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,470 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 19:26 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $16.59 Strike: $16.59 | $119,448.00 |
DisclosureSEC source: 0001399679-18-000002 · edgar.xml · derivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2028-05-14 F2 · 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 19:26 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $16.59 | $44,793.00 |
DisclosureSEC source: 0001399679-18-000002 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,470 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 |
| March 12, 2018 Filed Mar 12, 2018 20:02 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 3,630 | $17.17 | $62,314.76 |
DisclosureSEC source: 0001399679-18-000001 · edgar.xml · nonDerivative · entry 4 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,770 F1 · price: Average price of three lots with a high of $17.18 and a low of $17.16. Read SEC document |
| March 12, 2018 Filed Mar 12, 2018 20:02 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 7 | $17.19 | $120.33 |
DisclosureSEC source: 0001399679-18-000001 · edgar.xml · nonDerivative · entry 3 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,400 Read SEC document |
| March 12, 2018 Filed Mar 12, 2018 20:02 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 1,481 | $17.19 | $25,458.39 |
DisclosureSEC source: 0001399679-18-000001 · edgar.xml · nonDerivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,407 Read SEC document |
| March 12, 2018 Filed Mar 12, 2018 20:02 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 596 | $17.20 | $10,251.20 |
DisclosureSEC source: 0001399679-18-000001 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,888 Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 13:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 12,000 | $16.13 | $193,596.00 |
DisclosureSEC source: 0001399679-17-000002 · edgar.xml · nonDerivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,484 F2 · price: Average price of 19 lots with a high of $16.17 and a low of $16.05. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 13:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 1,560 | $16.07 | $25,070.76 |
DisclosureSEC source: 0001399679-17-000002 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,484 F1 · 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 |
| May 17, 2017 Filed May 18, 2017 19:44 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 7,200 | $15.57 Strike: $15.57 | $112,104.00 |
DisclosureSEC source: 0001399679-17-000001 · edgar.xml · derivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2027-05-17 F2 · 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 19:44 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 2,700 | $15.24 | $41,148.00 |
DisclosureSEC source: 0001399679-17-000001 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,984 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 |
| December 15, 2016 Filed Dec 15, 2016 21:03 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 5,850 | $18.62 | $108,943.97 |
DisclosureSEC source: 0001399679-16-000009 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,284 F1 · price: Average price of 12 lots with a high of $18.66 and a low of $18.60. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 6,750 | $7.48 Strike: $7.48 | $50,490.00 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · derivative · entry 7 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,750 shares Expires 2019-02-18 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 6,750 | $9.79 Strike: $9.79 | $66,082.50 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · derivative · entry 6 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,750 shares Expires 2018-11-19 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 4,500 | $12.48 Strike: $12.48 | $56,160.00 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · derivative · entry 5 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires 2017-06-20 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 9,750 | $17.81 | $173,609.48 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · nonDerivative · entry 4 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,134 F1 · price: Average price of 7 lots with a high of $17.82 and a low of $17.79. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 6,750 | $7.48 | $50,490.00 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · nonDerivative · entry 3 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,884 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 6,750 | $9.79 | $66,082.50 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · nonDerivative · entry 2 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,134 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:49 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 4,500 | $12.48 | $56,160.00 |
DisclosureSEC source: 0001399679-16-000008 · edgar.xml · nonDerivative · entry 1 Tredway Philip M · CIK 0001399679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,384 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.