Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Metropolitan Bank Holding Corp.MCB · Entity 4894 | Director | January 29, 2019 | January 31, 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.
Metropolitan Bank Holding Corp.
Report date January 29, 2019 · Filed January 31, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Endicott Management Company | 5,707 |
Reported balance
After 2019-01-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-01-29 · Grant · Acquired 1,000 · Balance 5,707 F3: Shares of restricted stock vest at a rate of 25% on each of March 31, June 30, September 30 and December 31, 2019. F2: Includes shares of restricted stock which vest at a rate of 33.3% per year commencing on December 31, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Endicott Opportunity Partners IV | 641,650 |
Reported balance
Holding disclosure · report date 2019-01-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 641,650 |
| Common StockSEC Table I · non-derivative | IndirectBy Endicott Opportunity Partners IV | 272,636 |
Reported balance
Holding disclosure · report date 2019-01-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 272,636 F1: Shares of preferred stock are not convertible by the holder, but are convertible on a one-for-one basis into shares of MCB common stock under certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of preferred stock are not convertible by the holder, but are convertible on a one-for-one basis into shares of MCB common stock under certain circumstances.
F2: Includes shares of restricted stock which vest at a rate of 33.3% per year commencing on December 31, 2019.
F3: Shares of restricted stock vest at a rate of 25% on each of March 31, June 30, September 30 and December 31, 2019.
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 29, 2019 Filed Jan 31, 2019 20:11 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001992 · doc1.xml · nonDerivative · entry 1 Usdan Robert I · CIK 0001603782 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Endicott Management Company Disclosed balance after: 5,707 F3 · shares: Shares of restricted stock vest at a rate of 25% on each of March 31, June 30, September 30 and December 31, 2019. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 33.3% per year commencing on December 31, 2019. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:13 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 3,890 | $30.85 | $120,006.50 |
DisclosureSEC source: 0001567619-19-000346 · doc1.xml · nonDerivative · entry 1 Usdan Robert I · CIK 0001603782 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Endicott Management Company Disclosed balance after: 4,707 F2 · price: Shares received as payment of retainer in lieu of full board meeting fees of approximately $120,000 for a period of 3 years. Shares will vest at a rate of 33.3% per year commencing on December 31, 2019. Read SEC document |
| May 29, 2018 Filed May 31, 2018 19:48 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 817 | $48.99 | $40,024.83 |
DisclosureSEC source: 0001140361-18-026519 · doc1.xml · nonDerivative · entry 1 Usdan Robert I · CIK 0001603782 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Endicott Managment Company Disclosed balance after: 817 F2 · price: Shares received as payment of retainer in lieu of full board meeting fees of approximately $40,000. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:14 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | PurchaseCommon Stock | 200,000 | $35.00 | $7,000,000.00 |
DisclosureSEC source: 0001140361-17-041820 · doc1.xml · nonDerivative · entry 1 Usdan Robert I · CIK 0001603782 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Endicott Opportunity Partners IV Disclosed balance after: 641,650 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.