Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Private Bancorp of America, Inc.PBAM · Entity 5456 | EVP and CFO | July 29, 2026 | July 29, 2026 |
| WAFD INCWAFD · Entity 4319 | SVP & PAO | October 31, 2022 | November 02, 2022 |
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 July 29, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,868 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,868 F1: Includes 2,250 shares of unvested restricted stock that may vest, if at all, on January 20, 2027, upon confirmation of the achievement of the performance conditions and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-29 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest, if at all, on December 31, 2026, upon confirmation of the achievement of the relevant performance targets (for the portion of the award still subject to performance vesting) and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F3: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest, if at all, on December 31, 2027, upon confirmation of the achievement of the relevant performance targets (for the portion of the award still subject to performance vesting) and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F4: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, on December 31, 2028, upon confirmation of the achievement of the relevant performance targets (for the portion of the award still subject to performance vesting) and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in the award agreement. Depending on actual performance achieved, the reporting person may receive between 0% and 125% of the targeted amount. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,250 shares of unvested restricted stock that may vest, if at all, on January 20, 2027, upon confirmation of the achievement of the performance conditions and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in award agreement.
F2: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest, if at all, on December 31, 2026, upon confirmation of the achievement of the relevant performance targets (for the portion of the award still subject to performance vesting) and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in award agreement.
F3: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest, if at all, on December 31, 2027, upon confirmation of the achievement of the relevant performance targets (for the portion of the award still subject to performance vesting) and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in award agreement.
F4: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, on December 31, 2028, upon confirmation of the achievement of the relevant performance targets (for the portion of the award still subject to performance vesting) and the reporting person's continued employment with the Issuer on the vesting date, subject to forfeiture upon the occurrence of certain events specified in the award agreement. Depending on actual performance achieved, the reporting person may receive between 0% and 125% of the targeted amount.
WAFD INC
Report date October 31, 2022 · Filed November 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,765 |
Reported balance
After 2022-10-31 transaction · row 1
1 source rowRow 1 · 2022-10-31 · Tax withholding · Disposed 335 · Balance 12,765 |
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 |
|---|---|---|---|---|---|---|
| October 31, 2022 Filed Nov 2, 2022 20:11 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 335 | $38.70 | $12,964.50 |
DisclosureSEC source: 0000936528-22-000108 · wf-form4_166741990053890.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,765 Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 23:54 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 1,600 | $33.56 | $53,696.00 |
DisclosureSEC source: 0000936528-21-000137 · wf-form4_164090845622203.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,100 F1 · shares: Restricted stock grant vests annually in equal amounts over five years beginning October 31, 2022. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 17:58 UTC | WAFD INC WAFD · Entity 4319 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 616 | $0.00 Strike: $32.49 | $0.00 |
DisclosureSEC source: 0000936528-21-000129 · wf-form4_163959109552135.xml · derivative · entry 2 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616 Underlying: Common Stock · 616 shares Expires 2031-10-31 F1 · derivative.exercise_date: Stock options cliff-vest on 10/31/2024. F2 · derivative.expiration_date: Unexercised stock options terminate on 10/31/2031. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 20:36 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 282 | $35.36 | $9,971.52 |
DisclosureSEC source: 0000936528-21-000117 · wf-form4_163588534952260.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 23:33 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 2,000 | $25.72 | $51,440.00 |
DisclosureSEC source: 0000936528-20-000053 · wf-form4_160859360191672.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,782 F1 · shares: Restricted stock grant vests annually in equal amounts over five years beginning October 31, 2021. Read SEC document |
| October 31, 2020 Filed Nov 4, 2020 00:07 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 177 | $21.29 | $3,768.33 |
DisclosureSEC source: 0001200836-20-000030 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,782 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 00:21 UTC | WAFD INC WAFD · Entity 4319 | PurchaseCommon Stock | 1,919 | $26.00 | $49,894.00 |
DisclosureSEC source: 0001200836-20-000011 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,959 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 17:52 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 1,250 | $37.61 | $47,012.50 |
DisclosureSEC source: 0001200836-19-000026 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040 F1 · shares: Restricted stock grant vests annually in equal amounts over five years beginning October 31, 2020. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 18:19 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 1,000 | $26.98 | $26,980.00 |
DisclosureSEC source: 0001200836-18-000028 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,790 F1 · shares: 1. Restricted stock grant vests annually in equal amounts over five years beginning October 31, 2019. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 00:00 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 1,000 | $34.95 | $34,950.00 |
DisclosureSEC source: 0001200836-17-000030 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,790 F1 · shares: Restricted stock grant vests annually in equal amounts over five years beginning October 31, 2018. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 21:41 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 368 | $34.80 | $12,806.40 |
DisclosureSEC source: 0001200836-17-000028 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,790 Read SEC document |
| December 07, 2016 Filed Jan 28, 2017 02:02 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 500 | $33.55 | $16,775.00 |
DisclosureSEC source: 0001200836-17-000012 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,158 F1 · shares: Restricted stock grant vests annually in equal amounts over five years beginning October 31, 2017. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 23:51 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 342 | $27.25 | $9,319.50 |
DisclosureSEC source: 0001200836-16-000067 · primary_doc.xml · nonDerivative · entry 1 STEWART CORY D · CIK 0001556157 · SVP and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,658 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.