Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITY BANCORP INC /NJ/UNTY · Entity 5374 | Chief Financial Officer/FSVP | August 16, 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.
UNITY BANCORP INC /NJ/
Report date August 16, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted StockSEC Table I · non-derivative | Direct | 3,963 |
Reported balance
After 2026-08-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-16 · Tax withholding · Disposed 91 · Balance 3,963 F1: 91 shares were withheld @ $61.82 per share to cover tax liability on 250 restricted shares vesting. F2: 3,812 shares are held in Computershare which have upcoming vesting dates. 151 shares are dividend reinvested shares for a total of 3,963. |
| Common StockSEC Table I · non-derivative | Direct | 2,116 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,116 F3: 2,116 shares consisting of 1,966 sharers held in an account at Shareworks, and 150 shares held in a brokerage account. |
Filing footnotes · ownership attribution and instrument terms
F1: 91 shares were withheld @ $61.82 per share to cover tax liability on 250 restricted shares vesting.
F2: 3,812 shares are held in Computershare which have upcoming vesting dates. 151 shares are dividend reinvested shares for a total of 3,963.
F3: 2,116 shares consisting of 1,966 sharers held in an account at Shareworks, and 150 shares held in a brokerage account.
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 16, 2026 Filed Aug 18, 2026 20:26 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 91 | $61.82 | $5,625.62 |
DisclosureSEC source: 0001942571-26-000006 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Chief Financial Officer/FSVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,963 F1 · shares: 91 shares were withheld @ $61.82 per share to cover tax liability on 250 restricted shares vesting. F2 · balance_after: 3,812 shares are held in Computershare which have upcoming vesting dates. 151 shares are dividend reinvested shares for a total of 3,963. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 22:26 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | GrantRestricted Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001942571-26-000004 · primarydocument.xml · nonDerivative · entry 2 Davies James R · CIK 0001942571 · Chief Financial Officer/FSVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,188 F2 · shares: 2,000 restricted shares were granted on 1/27/2026 from the 2023 Equity Compensation Plan and vest over four years; vesting commences with 500 shares on 1/27/2027, 500 shares on 1/27/2028, 500 shares on 1/27/2029, and 500 shares on 1/27/2030. F3 · balance_after: 4,062 shares are held in Computershare which have upcoming vesting dates. 126 shares are dividend reinvested shares for a total of 4,188. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 22:26 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 133 | $52.33 | $6,959.89 |
DisclosureSEC source: 0001942571-26-000004 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Chief Financial Officer/FSVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,188 F1 · shares: 133 shares were withheld @ $52.33 per share to cover tax liability on 313 restricted shares vesting. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:09 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 132 | $51.08 | $6,742.56 |
DisclosureSEC source: 0001942571-26-000002 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Chief Financial Officer/FSVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,501 F1 · shares: 132 shares were withheld @ $51.08 per share to cover tax liability on 312 restricted shares vesting. F2 · balance_after: 2,375 shares are held in an account at Computershare, which have upcoming vesting dates. 126 shares are dividend reinvested shares for a total of 2,501. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:05 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 91 | $52.50 | $4,777.50 |
DisclosureSEC source: 0001942571-25-000003 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,805 F1 · shares: 91 shares were withheld @ $52.50 per share to cover tax liability on 250 restricted shares vesting. F2 · balance_after: 2,687 shares are held in an account at Computershare, which have upcoming vesting dates. 118 shares are dividend reinvested shares for a total of 2,805. Read SEC document |
| August 16, 2025 Filed Aug 18, 2025 20:25 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 89 | $48.44 | $4,311.16 |
DisclosureSEC source: 0001562180-25-005850 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,046 F1 · shares: 89 shares were withheld @ $48.44 per share to cover tax liability on 250 restricted shares vesting. F2 · balance_after: 2,937 shares are held in an account at Computershare, which have upcoming vesting dates. 109 shares are dividend reinvested shares for a total of 3,046. Read SEC document |
| January 27, 2025 Filed Jan 28, 2025 13:11 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | GrantRestricted Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000573 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,275 F1 · shares: 1,250 restricted shares were granted on 01/27/2025 from the 2023 Equity Compensation Plan and vest over four years; vesting commences with 313 shares on 01/27/2026, 312 shares on 01/27/2027, 313 shares on 01/27/2028, and 312 shares on 01/27/2029. F2 · balance_after: 3,187 shares are held in an account at Computershare, which have upcoming vesting dates. 88 shares are dividend reinvested shares for a total of 3,275 shares. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:08 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 133 | $43.61 | $5,800.13 |
DisclosureSEC source: 0001562180-25-000088 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,025 F1 · shares: 133 shares were withheld @ $43.61 per share to cover tax liability on 313 restricted shares vesting. F2 · balance_after: 1,937 shares are held in an account at Computershare, which have upcoming vesting dates. 88 shares are dividend reinvested shares for a total of 2,025. Read SEC document |
| December 09, 2024 Filed Dec 10, 2024 13:04 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | Tax withholdingRestricted Stock | 91 | $45.62 | $4,151.42 |
DisclosureSEC source: 0001562180-24-008287 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,331 F1 · shares: 91 shares were withheld @ $45.62 per share to cover tax liability on 250 restricted shares vesting. F2 · balance_after: 2,250 shares are held in an account at Computershare, which have upcoming vesting dates. 81 shares are dividend reinvested shares for a total of 2,331. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 20:03 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | GrantRestricted Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000087 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,794 F1 · shares: 1,250 restricted shares were granted on 01/02/2024 from the 2023 Equity Compensation Plan and vest over four years; vesting commences with 313 shares on 01/02/2025, 312 shares on 01/02/2026, 313 shares on 01/02/2027, and 312 shares on 01/02/2028. F2 · balance_after: 2,750 shares are held in an account at Computershare, which have upcoming vesting dates. 44 shares are dividend reinvested shares for a total of 2,794 shares. Read SEC document |
| May 02, 2023 Filed May 3, 2023 19:58 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | PurchaseCommon Stock | 150 | $21.25 | $3,187.50 |
DisclosureSEC source: 0001562180-23-003879 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150 F1 · balance_after: 150 shares are held in a brokerage account. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 19:21 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | GrantRestricted Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-008226 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/FVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: 1,000 restricted shares were granted on 12/09/2022 from the 2019 Equity Compensation Plan and vest over four years; vesting commences with 250 shares on 12/09/2023, 250 shares on 12/09/2024, 250 shares on 12/09/2025, and 250 shares on 12/09/2026. F2 · balance_after: 2,000 restricted shares are held in an account at Computershare, which have upcoming vesting dates. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:51 UTC | UNITY BANCORP INC /NJ/ UNTY · Entity 5374 | GrantRestricted Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006181 · primarydocument.xml · nonDerivative · entry 1 Davies James R · CIK 0001942571 · Controller/FVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · shares: 1,000 restricted shares were granted on 8/15/2022 from the 2019 Equity Compensation Plan and vest over four years; vesting commences with 250 shares on 8/15/2023, 250 shares on 8/15/2024, 250 shares on 8/15/2025, and 250 shares on 8/15/2026. 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.