Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| M&T BANK CORPMTB · Entity 3122 | EVP and Controller | August 17, 2026 | August 19, 2026 |
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.
M&T BANK CORP
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,062.392 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 1,217 · Balance 3,062.392 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,119 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,119 F1: The information presented is as of June 30, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,009.728 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,009.728 |
Filing footnotes · ownership attribution and instrument terms
F1: The information presented is as of June 30, 2026.
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 17, 2026 Filed Aug 19, 2026 14:07 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 1,217 | $253.84 | $308,923.28 |
DisclosureSEC source: 0001628280-26-057857 · wk-form4_1787148430.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,062.392 Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:07 UTC | M&T BANK CORP MTB · Entity 3122 | Exercise / conversionOption (right to buy) · Derivative | 269 | $0.00 Strike: $190.78 | $0.00 |
DisclosureSEC source: 0001984138-26-000006 · wk-form4_1781726874.xml · derivative · entry 5 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 269 shares Expires 2028-01-31 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. F3 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F2 · derivative.exercise_date: Currently exercisable. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:07 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 1,098 | $233.23 | $256,086.54 |
DisclosureSEC source: 0001984138-26-000006 · wk-form4_1781726874.xml · nonDerivative · entry 2 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,279.392 Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:07 UTC | M&T BANK CORP MTB · Entity 3122 | Exercise / conversionCommon Stock | 269 | $190.78 | $51,319.82 |
DisclosureSEC source: 0001984138-26-000006 · wk-form4_1781726874.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,377.392 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 |
| February 13, 2026 Filed Feb 18, 2026 22:28 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 97 | $228.71 | $22,184.87 |
DisclosureSEC source: 0001984138-26-000004 · wk-form4_1771453701.xml · nonDerivative · entry 2 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,108.392 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-vested stock units previously granted to the reporting person. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 22:28 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001984138-26-000004 · wk-form4_1771453701.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,205.392 F1 · kind: Shares issued pursuant to performance-vested stock units (including 22 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2023 under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2025, as determined by the Company's Compensation and Human Capital Committee on February 13, 2026. F2 · price: The performance-vested restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the performance-vested restricted stock units. F1 · acquired: Shares issued pursuant to performance-vested stock units (including 22 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2023 under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2025, as determined by the Company's Compensation and Human Capital Committee on February 13, 2026. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 23:44 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 704 | $225.34 | $158,637.74 |
DisclosureSEC source: 0001984138-26-000002 · wk-form4_1770162285.xml · nonDerivative · entry 3 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,972.392 F4 · price: This transaction was executed in multiple trades at prices ranging from $225.26 to $225.378. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:44 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 235 | $0.00 Strike: $221.57 | $0.00 |
DisclosureSEC source: 0001984138-26-000002 · wk-form4_1770162285.xml · derivative · entry 6 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235 Underlying: Common Stock · 235 shares Expires 2036-01-30 F7 · price: The option was granted under the Equity Plan, and therefore the reporting person paid no price for the option. F6 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:44 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 240 | $221.57 | $53,176.80 |
DisclosureSEC source: 0001984138-26-000002 · wk-form4_1770162285.xml · nonDerivative · entry 2 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,676.392 F3 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units and performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:44 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001984138-26-000002 · wk-form4_1770162285.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,916.392 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024 and January 31, 2025, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024 and January 31, 2025, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 21:03 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 448 | $199.78 | $89,501.98 |
DisclosureSEC source: 0001984138-25-000003 · wk-form4_1756414999.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,356.392 F1 · price: This transaction was executed in multiple trades at prices ranging from $199.78 to $199.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:13 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 96 | $198.82 | $19,086.72 |
DisclosureSEC source: 0001628280-25-006448 · wk-form4_1740003176.xml · nonDerivative · entry 2 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,804.392 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-vested stock units previously granted to the reporting person. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:13 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-006448 · wk-form4_1740003176.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,900.392 F1 · kind: Shares issued pursuant to performance-vested stock units (including 22 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2022 under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the " Equity Plan") and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2024, as determined by the Company's Compensation and Human Capital Committee on February 14, 2025. F2 · price: The performance-vested restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the performance-vested restricted stock units. F1 · acquired: Shares issued pursuant to performance-vested stock units (including 22 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2022 under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the " Equity Plan") and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2024, as determined by the Company's Compensation and Human Capital Committee on February 14, 2025. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:43 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 233 | $0.00 Strike: $201.24 | $0.00 |
DisclosureSEC source: 0001628280-25-003849 · wk-form4_1738712580.xml · derivative · entry 5 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233 Underlying: Common Stock · 233 shares Expires 2035-01-31 F6 · price: The option was granted under the Equity Plan, and therefore the reporting person paid no price for the option. F5 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:43 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 161 | $201.24 | $32,399.64 |
DisclosureSEC source: 0001628280-25-003849 · wk-form4_1738712580.xml · nonDerivative · entry 2 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,668.392 F3 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units and performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:43 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-003849 · wk-form4_1738712580.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,829.392 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 21:50 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 1,436 | $195.03 | $280,057.34 |
DisclosureSEC source: 0001628280-24-044367 · wk-form4_1730325025.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,618.392 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 20:56 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 179 | $138.31 | $24,757.49 |
DisclosureSEC source: 0001209191-24-003631 · doc4.xml · nonDerivative · entry 2 Taylor John R. · CIK 0001984138 · EVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,054.392 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-vested stock units previously granted to the reporting person. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 20:56 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003631 · doc4.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,233.392 F1 · kind: Shares issued pursuant to performance-vested stock units (including 41 shares issued for related dividend equivalent units) that were granted to the reporting person on January 29, 2021 under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Plan") and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2023, as determined by the Company's Compensation and Human Capital Committee on February 16, 2024. F2 · price: The performance-vested restricted stock units were granted under the Plan, and therefore the reporting person paid no price for the performance-vested restricted stock units. F1 · acquired: Shares issued pursuant to performance-vested stock units (including 41 shares issued for related dividend equivalent units) that were granted to the reporting person on January 29, 2021 under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Plan") and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2023, as determined by the Company's Compensation and Human Capital Committee on February 16, 2024. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:50 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 877 | $0.00 Strike: $138.10 | $0.00 |
DisclosureSEC source: 0001209191-24-002674 · doc4.xml · derivative · entry 4 Taylor John R. · CIK 0001984138 · EVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 877 Underlying: Common Stock · 877 shares Expires 2034-01-31 F4 · price: The option was granted under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan, and therefore the reporting person paid no price for the option. F3 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:50 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 89 | $138.10 | $12,290.90 |
DisclosureSEC source: 0001209191-24-002674 · doc4.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,801.392 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:35 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 59 | $142.76 | $8,422.84 |
DisclosureSEC source: 0001209191-24-002491 · doc4.xml · nonDerivative · entry 1 Taylor John R. · CIK 0001984138 · EVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,890.392 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person. 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.