Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | Sr EVP & CFO | May 15, 2019 | May 16, 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.
NBT BANCORP INC
Report date May 15, 2019 · Filed May 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Direct | 49,601 |
Ending reported balance
After 2019-05-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-15 · Tax withholding · Disposed 4,897 · Balance 54,704 Row 2 · 2019-05-16 · Sale · Disposed 5,103 · Balance 49,601 F1: The sale price is an average of 5,103 shares sold at prices between $37.17 and $37.90. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale price is an average of 5,103 shares sold at prices between $37.17 and $37.90.
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 16, 2019 Filed May 16, 2019 20:56 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 5,103 | $37.69 | $192,333.60 |
DisclosureSEC source: 0001690001-19-000030 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,601 F1 · price: The sale price is an average of 5,103 shares sold at prices between $37.17 and $37.90. Read SEC document |
| May 15, 2019 Filed May 16, 2019 20:56 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 4,897 | $37.36 | $182,951.92 |
DisclosureSEC source: 0001690001-19-000030 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,704 Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 14:11 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-19-000020 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,601 F2 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 14:11 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-19-000020 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,649 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 4,634 | $36.33 | $168,363.41 |
DisclosureSEC source: 0001690001-19-000004 · edgardoc.xml · nonDerivative · entry 6 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,674 F1 · price: The sale price is an average of 4,634 shares sold at prices between $36.00 and $36.45. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 496 | $36.02 | $17,865.92 |
DisclosureSEC source: 0001690001-19-000004 · edgardoc.xml · nonDerivative · entry 5 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,308 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 367 | $36.02 | $13,219.34 |
DisclosureSEC source: 0001690001-19-000004 · edgardoc.xml · nonDerivative · entry 4 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,804 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 312 | $36.02 | $11,238.24 |
DisclosureSEC source: 0001690001-19-000004 · edgardoc.xml · nonDerivative · entry 3 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,171 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 3,073 | $36.02 | $110,689.46 |
DisclosureSEC source: 0001690001-19-000004 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,483 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 501 | $36.02 | $18,046.02 |
DisclosureSEC source: 0001690001-19-000004 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,556 Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 21:35 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 5,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000020 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,316 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| March 26, 2018 Filed Mar 29, 2018 19:51 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000027 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,057 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 21:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 4,190 | $38.41 | $160,937.90 |
DisclosureSEC source: 0001611953-18-000008 · edgardoc.xml · nonDerivative · entry 6 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,351 F1 · price: The sale price is an average of 4,190 shares sold at prices between $38.09 and $38.50. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 21:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 313 | $38.16 | $11,944.08 |
DisclosureSEC source: 0001611953-18-000008 · edgardoc.xml · nonDerivative · entry 5 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,541 Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 21:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 513 | $38.16 | $19,576.08 |
DisclosureSEC source: 0001611953-18-000008 · edgardoc.xml · nonDerivative · entry 4 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,854 Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 21:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 2,515 | $38.16 | $95,972.40 |
DisclosureSEC source: 0001611953-18-000008 · edgardoc.xml · nonDerivative · entry 3 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,367 Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 21:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 561 | $38.16 | $21,407.76 |
DisclosureSEC source: 0001611953-18-000008 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,882 Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 21:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 559 | $38.16 | $21,331.44 |
DisclosureSEC source: 0001611953-18-000008 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,443 Read SEC document |
| March 27, 2017 Filed Mar 28, 2017 17:16 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 5,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-17-000017 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,002 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 20:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 3,973.161 | $40.60 | $161,306.36 |
DisclosureSEC source: 0001611953-17-000008 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 0 F2 · shares: Sale includes 50.300 shares purchased through dividend reinvestment from 1/1/2016 to 12/31/2016 from the NBT Bancorp Inc. ESOP Plan. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 20:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 14,810.43 | $40.60 | $601,288.65 |
DisclosureSEC source: 0001611953-17-000008 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 0 F1 · shares: Sale includes 187.503 shares purchased through dividend reinvestment from 1/1/2016 to 12/31/2016 from the NBT Bancorp Inc. 401k Plan. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 19:56 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-17-000009 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,948 F2 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 19:56 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 4,815 | $40.50 | $195,007.50 |
DisclosureSEC source: 0001690001-17-000009 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,768 F1 · price: The sale price is an average of 4,815 shares sold at prices between $40.39 and $40.69. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 20:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 512 | $41.65 | $21,324.80 |
DisclosureSEC source: 0001690001-17-000004 · edgardoc.xml · nonDerivative · entry 5 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,583 Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 20:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 506 | $41.65 | $21,074.90 |
DisclosureSEC source: 0001690001-17-000004 · edgardoc.xml · nonDerivative · entry 4 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,095 Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 20:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 2,783 | $41.65 | $115,911.95 |
DisclosureSEC source: 0001690001-17-000004 · edgardoc.xml · nonDerivative · entry 3 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,601 Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 20:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 464 | $41.65 | $19,325.60 |
DisclosureSEC source: 0001690001-17-000004 · edgardoc.xml · nonDerivative · entry 2 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,384 Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 20:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 550 | $41.65 | $22,907.50 |
DisclosureSEC source: 0001690001-17-000004 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,848 Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 19:07 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 562 | $41.88 | $23,536.56 |
DisclosureSEC source: 0001611953-17-000002 · edgardoc.xml · nonDerivative · entry 1 CHEWENS MICHAEL J · CIK 0001204716 · Sr EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,398 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.