Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Private Bancorp of America, Inc.PBAM · Entity 5456 | Director · President and CEO | August 04, 2026 | August 06, 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.
Private Bancorp of America, Inc.
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $85.65 · Expires 2036-08-04 | Direct | 30,000 |
Reported balance
After 2026-08-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-04 · Grant · Acquired 30,000 · Balance 30,000 F1: The stock options vest on the date the Issuer's 2028 audited financial statements are delivered to the Issuer, subject to the reporting person's continued employment with the Issuer (or any of its subsidiaries or affiliates thereof) on the vesting date and the achievement of the relevant performance conditions as of the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options vest on the date the Issuer's 2028 audited financial statements are delivered to the Issuer, subject to the reporting person's continued employment with the Issuer (or any of its subsidiaries or affiliates thereof) on the vesting date and the achievement of the relevant performance conditions as of the vesting date.
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 04, 2026 Filed Aug 6, 2026 22:10 UTC | Private Bancorp of America, Inc. PBAM · Entity 5456 | GrantStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $85.65 | $0.00 |
DisclosureSEC source: 0001193125-26-338574 · ownership.xml · derivative · entry 1 Sowers Richard L. · CIK 0002134585 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2036-08-04 F1 · derivative.exercise_date: The stock options vest on the date the Issuer's 2028 audited financial statements are delivered to the Issuer, subject to the reporting person's continued employment with the Issuer (or any of its subsidiaries or affiliates thereof) on the vesting date and the achievement of the relevant performance conditions as of the vesting date. 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.