Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ally Financial Inc.ALLY · Entity 3431 | Chief Risk Officer | November 04, 2024 | November 06, 2024 |
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.
Ally Financial Inc.
Report date November 04, 2024 · Filed November 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,441 |
Reported balance
After 2024-11-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-11-04 · Tax withholding · Disposed 465 · Balance 134,441 F1: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WEBSTER FINANCIAL CORP
Report date August 20, 2026 · Filed August 21, 2026
Section 16 reporting ended · disclosed 2026-08-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Disposition to issuer · Disposed 19,834.192 · Balance 0 F1: Disposed of pursuant to the transaction agreement dated February 3, 2026 (the "Transaction Agreement"), by and among Banco Santander, S.A. ("Banco Santander"), Webster Financial Corporation ("Webster") and Webster Virginia Corporation ("Webster Virginia"). Pursuant to the terms of the Transaction Agreement, each share of Webster common stock issued and outstanding immediately prior to the effective time of the reincorporation merger between Webster and Webster Virginia was exchanged for the right to receive from Banco Santander 2.0548 Banco Santander American Depositary Shares and $48.75 in cash, without interest on August 20, 2026 (the "Closing Date"). The closing price of Webster common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $77.57. All fractional shares were paid in cash. F2: At the Closing Time, all equity awards held by the reporting person were converted to equivalent Banco Santander equity awards in accordance with the terms set forth in the Transaction Agreement. F3: As a result of the transaction, the reporting person no longer beneficially owns, directly or indirectly, any shares of Webster's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the transaction agreement dated February 3, 2026 (the "Transaction Agreement"), by and among Banco Santander, S.A. ("Banco Santander"), Webster Financial Corporation ("Webster") and Webster Virginia Corporation ("Webster Virginia"). Pursuant to the terms of the Transaction Agreement, each share of Webster common stock issued and outstanding immediately prior to the effective time of the reincorporation merger between Webster and Webster Virginia was exchanged for the right to receive from Banco Santander 2.0548 Banco Santander American Depositary Shares and $48.75 in cash, without interest on August 20, 2026 (the "Closing Date"). The closing price of Webster common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $77.57. All fractional shares were paid in cash.
F2: At the Closing Time, all equity awards held by the reporting person were converted to equivalent Banco Santander equity awards in accordance with the terms set forth in the Transaction Agreement.
F3: As a result of the transaction, the reporting person no longer beneficially owns, directly or indirectly, any shares of Webster's common stock.
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 |
|---|---|---|---|---|---|---|
| February 07, 2019 Filed Feb 11, 2019 16:54 UTC | Ally Financial Inc. ALLY · Entity 3431 | Tax withholdingCommon Stock | 6,773 | $26.24 | $177,723.52 |
DisclosureSEC source: 0001562180-19-000868 · primarydocument.xml · nonDerivative · entry 2 Schugel Jason E. · CIK 0001738250 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,165 F2 · security: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of performance share units. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 16:54 UTC | Ally Financial Inc. ALLY · Entity 3431 | Tax withholdingCommon Stock | 7,461 | $26.24 | $195,776.64 |
DisclosureSEC source: 0001562180-19-000868 · primarydocument.xml · nonDerivative · entry 1 Schugel Jason E. · CIK 0001738250 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,938 F1 · security: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of previously reported awards of restricted stock units. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 14:02 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 20,866 | $26.24 | $547,523.84 |
DisclosureSEC source: 0001562180-19-000740 · primarydocument.xml · nonDerivative · entry 1 Schugel Jason E. · CIK 0001738250 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,399 F1 · security: Represents an equal number of restricted stock units that, when vested, may be settled only in shares of Company common stock. F2 · price: Represents the per share market value of the Company's common stock as of February 1, 2019. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 20:19 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 13,890 | $26.76 | $371,696.40 |
DisclosureSEC source: 0001562180-19-000647 · primarydocument.xml · nonDerivative · entry 1 Schugel Jason E. · CIK 0001738250 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,533 F1 · security: Represents an equal number of performance stock units that, when vested, may be settled only in shares of Company common stock. F2 · price: Represents the per share market value of the Company's common stock as of January 30, 2019. Read SEC document |
| May 18, 2018 Filed May 18, 2018 16:11 UTC | Ally Financial Inc. ALLY · Entity 3431 | Tax withholdingCommon Stock | 978 | $26.60 | $26,014.80 |
DisclosureSEC source: 0000040729-18-000090 · wf-form4_152665983588130.xml · nonDerivative · entry 1 Schugel Jason E. · CIK 0001738250 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,697 F1 · shares: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units. 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.