Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERPRISE FINANCIAL SERVICES CORPEFSC · Entity 4422 | Director | April 18, 2017 | April 19, 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.
ENTERPRISE FINANCIAL SERVICES CORP
Report date April 18, 2017 · Filed April 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectGift Trust | 99,744 |
Reported balance
After 2017-04-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-04-18 · Sale · Disposed 10,290 · Balance 99,744 F1: This transaction is pursuant to a 10b5-1 plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 205 |
Reported balance
Holding disclosure · report date 2017-04-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 205 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is pursuant to a 10b5-1 plan.
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 |
|---|---|---|---|---|---|---|
| April 18, 2017 Filed Apr 19, 2017 14:35 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 10,290 | $40.40 | $415,716.00 |
DisclosureSEC source: 0001127602-17-015009 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Gift Trust Disclosed balance after: 99,744 F1 · kind: This transaction is pursuant to a 10b5-1 plan. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 13:28 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 3,804 | $42.09 | $160,110.36 |
DisclosureSEC source: 0001127602-17-014252 · form4.xml · nonDerivative · entry 2 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Gift Trust Disclosed balance after: 110,034 F1 · kind: This transaction is pursuant to a 10b5-1 plan. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 13:28 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 6,526 | $42.04 | $274,353.04 |
DisclosureSEC source: 0001127602-17-014252 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust Disclosed balance after: 0 F1 · kind: This transaction is pursuant to a 10b5-1 plan. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 12:48 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 10,000 | $42.21 | $422,100.00 |
DisclosureSEC source: 0001127602-17-012588 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust Disclosed balance after: 6,526 F1 · kind: This transaction is pursuant to a 10b5-1 plan. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 15:13 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 10,000 | $41.16 | $411,600.00 |
DisclosureSEC source: 0001127602-17-004002 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust Disclosed balance after: 16,526 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:03 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 10,000 | $41.68 | $416,800.00 |
DisclosureSEC source: 0001127602-17-003786 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Gift Trust Disclosed balance after: 113,838 Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 14:24 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 10,000 | $38.83 | $388,300.00 |
DisclosureSEC source: 0001127602-17-002201 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust Disclosed balance after: 26,526 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 16:00 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | SaleCommon Stock | 10,000 | $38.50 | $385,000.00 |
DisclosureSEC source: 0001127602-17-001813 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Gift Trust Disclosed balance after: 123,838 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 15:26 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GiftCommon Stock | 36,526 | $40.50 | $1,479,303.00 |
DisclosureSEC source: 0001127602-16-070191 · form4.xml · nonDerivative · entry 2 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust Disclosed balance after: 36,526 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 15:26 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GiftCommon Stock | 36,526 | $40.50 | $1,479,303.00 |
DisclosureSEC source: 0001127602-16-070191 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 205 Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 15:20 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069811 · form4.xml · nonDerivative · entry 1 MURPHY JAMES · CIK 0001203648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 36,731 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. 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.