Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERPRISE FINANCIAL SERVICES CORPEFSC · Entity 4422 | Director | August 14, 2026 | August 18, 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.
ENTERPRISE FINANCIAL SERVICES CORP
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,057 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 1,057 · Balance 1,057 F1: Represents shares issued under the Non-Management Director Stock Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 47,540 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 47,540 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 5,349 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,349 F2: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares issued under the Non-Management Director Stock Plan.
F2: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account.
F3: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company.
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 14, 2026 Filed Aug 18, 2026 18:20 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantCommon Stock | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001025835-26-000170 · form4.xml · nonDerivative · entry 1 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,057 F1 · price: Represents shares issued under the Non-Management Director Stock Plan. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:16 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001025835-25-000166 · form4.xml · derivative · entry 2 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,349 Underlying: Common Stock · 1,032 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 13:37 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020335 · form4.xml · derivative · entry 2 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,317 Underlying: Common Stock · 1,490 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| July 12, 2023 Filed Jul 14, 2023 13:35 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020704 · form4.xml · derivative · entry 2 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,827 Underlying: Common Stock · 1,530 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| May 19, 2023 Filed May 23, 2023 17:38 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | PurchaseCommon Stock | 2,473 | $40.40 | $99,909.20 |
DisclosureSEC source: 0001127602-23-016568 · form4.xml · nonDerivative · entry 1 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 47,540 Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 19:51 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027266 · form4.xml · derivative · entry 2 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,297 Underlying: Common Stock · 126 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| July 13, 2022 Filed Jul 15, 2022 13:38 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 917 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019324 · form4.xml · derivative · entry 2 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,171 Underlying: Common Stock · 917 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 15:53 UTC | ENTERPRISE FINANCIAL SERVICES CORP EFSC · Entity 4422 | GrantPhantom Stock · Derivative | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010010 · form4.xml · derivative · entry 2 MARSH STEPHEN P · CIK 0001264209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254 Underlying: Common Stock · 254 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one share of common stock upon distribution from the Non-Management Director Stock Plan deferred compensation account. F3 · price: Represents shares issued under the Non-Management Director Stock Plan. F2 · derivative.exercise_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. F2 · derivative.expiration_date: Shares of common stock will be distributed following termination of the reporting person's services as an Independent Director of the Company. 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.