Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QCR HOLDINGS INCQCRH · Entity 4645 | EVP, Corp Strat, HR & Branding | August 07, 2017 | August 07, 2017 |
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.
QCR HOLDINGS INC
Report date August 07, 2017 · Filed August 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,255 |
Ending reported balance
After 2017-08-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-08-07 · Exercise / conversion · Acquired 5,000 · Balance 17,255 Row 2 · 2017-08-07 · Sale · Disposed 5,000 · Balance 12,255 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2017-09-04 | Direct | 0 |
Reported balance
After 2017-08-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-08-07 · Exercise / conversion · Disposed 5,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 2,309.78 |
Reported balance
Holding disclosure · report date 2017-08-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,309.78 |
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 |
|---|---|---|---|---|---|---|
| August 07, 2017 Filed Aug 7, 2017 17:19 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $15.00 Strike: $15.00 | $75,000.00 |
DisclosureSEC source: 0000906465-17-000056 · edgardoc.xml · derivative · entry 4 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2017-09-04 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 07, 2017 Filed Aug 7, 2017 17:19 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 5,000 | $46.23 | $231,150.00 |
DisclosureSEC source: 0000906465-17-000056 · edgardoc.xml · nonDerivative · entry 2 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,255 Read SEC document |
| August 07, 2017 Filed Aug 7, 2017 17:19 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 5,000 | $15.00 | $75,000.00 |
DisclosureSEC source: 0000906465-17-000056 · edgardoc.xml · nonDerivative · entry 1 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,255 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 01, 2017 Filed Aug 4, 2017 23:01 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 2,675 | $45.95 | $122,916.25 |
DisclosureSEC source: 0000906465-17-000053 · edgardoc.xml · nonDerivative · entry 1 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Managed Account Disclosed balance after: 0 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:56 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,301 | $0.00 Strike: $42.75 | $0.00 |
DisclosureSEC source: 0000906465-17-000051 · edgardoc.xml · derivative · entry 4 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,301 Underlying: Common Stock · 1,301 shares Expires 2027-03-09 F2 · derivative.exercise_date: These options are exercisable in annual increments of 25% each, with the first 25% vesting on the first anniversary of the option grant. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:56 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | GrantCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0000906465-17-000051 · edgardoc.xml · nonDerivative · entry 1 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,255 F1 · kind: Restricted stock award, vesting ratably over four years. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 00:41 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Tax withholdingCommon Stock | 37 | $43.60 | $1,613.20 |
DisclosureSEC source: 0000906465-17-000011 · edgardoc.xml · nonDerivative · entry 1 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,295 F1 · kind: Surrender of common stock to issuer upon vesting of restricted stock award to pay withholding taxes Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 22:53 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Tax withholdingCommon Stock | 55 | $42.85 | $2,356.75 |
DisclosureSEC source: 0000906465-17-000007 · edgardoc.xml · nonDerivative · entry 2 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,332 F1 · kind: Surrender of common stock to issuer upon vesting of restricted stock award to pay withholding taxes Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 22:53 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Tax withholdingCommon Stock | 187 | $42.50 | $7,947.50 |
DisclosureSEC source: 0000906465-17-000007 · edgardoc.xml · nonDerivative · entry 1 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,387 F1 · kind: Surrender of common stock to issuer upon vesting of restricted stock award to pay withholding taxes Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 17.49 | $43.30 | $757.32 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 8 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Managed Account Disclosed balance after: 2,675 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 79 | $24.26 | $1,916.15 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 4 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,094 Read SEC document |
| September 30, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 4.45 | $31.74 | $141.24 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 11 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,309.78 Read SEC document |
| September 30, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 846 | $31.74 | $26,852.04 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 7 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Managed Account Disclosed balance after: 2,657.51 Read SEC document |
| September 30, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 93 | $24.26 | $2,255.72 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 3 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,015 Read SEC document |
| June 30, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 4.35 | $27.19 | $118.28 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 10 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,305.33 Read SEC document |
| June 30, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 2.54 | $27.19 | $69.06 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 6 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Managed Account Disclosed balance after: 1,811.51 Read SEC document |
| June 30, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 47 | $21.86 | $1,027.47 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 2 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,922 Read SEC document |
| March 31, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 0.33 | $23.85 | $7.87 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 9 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,300.98 Read SEC document |
| March 31, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 69.05 | $23.85 | $1,646.84 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 5 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Indirect · by Managed Account Disclosed balance after: 1,814.05 Read SEC document |
| March 31, 2016 Filed Feb 14, 2017 22:49 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | PurchaseCommon Stock | 301 | $21.47 | $6,460.97 |
DisclosureSEC source: 0000906465-17-000027 · edgardoc.xml · nonDerivative · entry 1 Whiteside Cathie · CIK 0001295206 · EVP, Corp Strat, HR & Branding 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,875 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.