Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | Director · Executive Chairman | August 23, 2018 | September 04, 2018 |
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 August 23, 2018 · Filed September 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 90,873.56 |
Reported balance
After 2018-08-23 transaction · row 1
1 source rowRow 1 · 2018-08-23 · Gift · Disposed 10,000 · Balance 90,873.56 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectWife | 45,000.61 |
Reported balance
Holding disclosure · report date 2018-08-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 45,000.61 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectIRA | 4,762 |
Reported balance
Holding disclosure · report date 2018-08-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,762 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectWife's IRA | 5,840 |
Reported balance
Holding disclosure · report date 2018-08-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,840 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectTrust for Son | 3,406.92 |
Reported balance
Holding disclosure · report date 2018-08-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,406.92 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Indirect401-K | 443.96 |
Reported balance
Holding disclosure · report date 2018-08-23 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 443.96 F1: 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: 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 |
|---|---|---|---|---|---|---|
| July 31, 2018 Filed Aug 1, 2018 21:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. Common Stock | 10,208 | $18.02 | $183,948.16 |
DisclosureSEC source: 0001140361-18-034838 · doc1.xml · nonDerivative · entry 5 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,467.56 Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 21:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 9,490 | $9.79 | $92,907.10 |
DisclosureSEC source: 0001140361-18-034838 · doc1.xml · nonDerivative · entry 4 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,675.56 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 |
| July 31, 2018 Filed Aug 1, 2018 21:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 12,170 | $7.48 | $91,031.60 |
DisclosureSEC source: 0001140361-18-034838 · doc1.xml · nonDerivative · entry 3 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,185.56 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 |
| July 31, 2018 Filed Aug 1, 2018 21:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 41,794 | $17.94 | $749,980.79 |
DisclosureSEC source: 0001140361-18-034838 · doc1.xml · nonDerivative · entry 2 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · 401 K Disclosed balance after: 73,709.155 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 |
| July 30, 2018 Filed Aug 1, 2018 21:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 49,325.883 | $18.04 | $889,972.11 |
DisclosureSEC source: 0001140361-18-034838 · doc1.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · 401 K Disclosed balance after: 115,503.155 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 |
| July 26, 2018 Filed Jul 27, 2018 18:28 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 48,425 | $18.17 | $880,003.31 |
DisclosureSEC source: 0001140361-18-033867 · doc1.xml · nonDerivative · entry 2 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 164,820.182 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 |
| July 25, 2018 Filed Jul 27, 2018 18:28 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. Common Stock | 50,206 | $17.93 | $899,977.69 |
DisclosureSEC source: 0001140361-18-033867 · doc1.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 213,245.182 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 |
| July 10, 2018 Filed Jul 12, 2018 16:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GiftNorthwest Bancshares, Inc. Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001187006-18-000005 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,015.56 Read SEC document |
| June 19, 2018 Filed Jun 21, 2018 13:21 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GiftNorthwest Bancshares, Inc. Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001187006-18-000004 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,015.56 Read SEC document |
| May 14, 2018 Filed May 16, 2018 18:22 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 24,000 | $16.59 Strike: $16.59 | $398,160.00 |
DisclosureSEC source: 0001187006-18-000002 · edgar.xml · derivative · entry 7 WAGNER WILLIAM J · CIK 0001187006 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Underlying: Common Stock · 24,000 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 16, 2018 18:22 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 11,250 | $16.59 | $186,637.50 |
DisclosureSEC source: 0001187006-18-000002 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,015.56 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 14, 2018 19:33 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GiftNorthwest Bancshares, Inc. Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001187006-18-000001 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,765.56 Read SEC document |
| December 19, 2017 Filed Dec 21, 2017 22:01 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GiftNorthwest Bancshares, Inc. Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001187006-17-000004 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,765.56 Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 16:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GiftNorthwest Bancshares, Inc. Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001187006-17-000003 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,765.56 Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:37 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 24,000 | $15.57 Strike: $15.57 | $373,680.00 |
DisclosureSEC source: 0001187006-17-000001 · edgar.xml · derivative · entry 7 WAGNER WILLIAM J · CIK 0001187006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Underlying: Common Stock · 24,000 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 19, 2017 14:37 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 11,250 | $15.24 | $171,450.00 |
DisclosureSEC source: 0001187006-17-000001 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,765.56 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 |
| November 16, 2016 Filed Nov 17, 2016 22:11 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 21,375 | $11.12 Strike: $11.12 | $237,690.00 |
DisclosureSEC source: 0001187006-16-000009 · edgar.xml · derivative · entry 8 WAGNER WILLIAM J · CIK 0001187006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,375 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 |
| November 16, 2016 Filed Nov 17, 2016 22:11 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. | 13,361 | $17.79 | $237,692.19 |
DisclosureSEC source: 0001187006-16-000009 · edgar.xml · nonDerivative · entry 2 WAGNER WILLIAM J · CIK 0001187006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,515.56 F1 · shares: Constructively exchanged 13,361 shares in order to exercise 21,375 stock options. Stock in the amount of 8,014 was issued. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 22:11 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. | 21,375 | $11.12 | $237,690.00 |
DisclosureSEC source: 0001187006-16-000009 · edgar.xml · nonDerivative · entry 1 WAGNER WILLIAM J · CIK 0001187006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,876.56 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.