Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEAPACK GLADSTONE FINANCIAL CORPPGC · Entity 1354 | President Peapack Private NY | July 31, 2026 | August 04, 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.
PEAPACK GLADSTONE FINANCIAL CORP
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 11,309 |
Reported balance
After 2026-07-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-31 · Exercise / conversion · Acquired 11,309 · Balance 11,309 F3: On July 31, 2026, the reporting person was granted 11,309 phantom stock shares, vesting in three equal annual installments beginning on July 31, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 8,081 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 8,081 F1: On August 1, 2025, the reporting person was granted 12,121 phantom stock shares, vesting in three equal annual installments beginning on August 1, 2026. Upon vesting, each phantom share is the economic equivalent of one share of common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 9,041 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 9,041 F2: On March 20, 2026, the reporting person was granted 9,041 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 25,000 F4: On March 20, 2024, the reporting person was granted 25,000 phantom stock shares, vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each phantom share is the economic equivalent of one share of common stock. |
| Common StockSEC Table I · non-derivative | IndirectEmployee Stock Purchase Plan | 1,293.4794 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,293.4794 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2025, the reporting person was granted 12,121 phantom stock shares, vesting in three equal annual installments beginning on August 1, 2026. Upon vesting, each phantom share is the economic equivalent of one share of common stock.
F2: On March 20, 2026, the reporting person was granted 9,041 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock.
F3: On July 31, 2026, the reporting person was granted 11,309 phantom stock shares, vesting in three equal annual installments beginning on July 31, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock.
F4: On March 20, 2024, the reporting person was granted 25,000 phantom stock shares, vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each phantom share is the economic equivalent of one share of 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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 4, 2026 17:45 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionPhantom Stock · Derivative | 11,309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-332301 · ownership.xml · derivative · entry 4 Corrado Andrew F. · CIK 0002092526 · President Peapack Private NY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,309 Underlying: Common Stock · 11,309 shares Expires not disclosed 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 · derivative.exercise_price: On July 31, 2026, the reporting person was granted 11,309 phantom stock shares, vesting in three equal annual installments beginning on July 31, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F3 · price: On July 31, 2026, the reporting person was granted 11,309 phantom stock shares, vesting in three equal annual installments beginning on July 31, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: On July 31, 2026, the reporting person was granted 11,309 phantom stock shares, vesting in three equal annual installments beginning on July 31, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: On July 31, 2026, the reporting person was granted 11,309 phantom stock shares, vesting in three equal annual installments beginning on July 31, 2027. Upon vesting, each phantom share is the economic equivalent of one share of common stock. 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.