Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TOMPKINS FINANCIAL CORPTMP · Entity 2728 | Director | October 01, 2026 | October 05, 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.
TOMPKINS FINANCIAL CORP
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,210 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 216 · Balance 2,210 F1: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries.
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 01, 2026 Filed Oct 5, 2026 12:19 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 216 | $97.01 | $20,954.16 |
DisclosureSEC source: 0001005817-26-000126 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,210 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 12:20 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 219 | $95.92 | $21,006.48 |
DisclosureSEC source: 0001005817-26-000084 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,994 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 14:59 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 262 | $80.09 | $20,983.68 |
DisclosureSEC source: 0001005817-26-000043 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,775 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 15:18 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 291 | $72.20 | $21,010.61 |
DisclosureSEC source: 0001005817-26-000015 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,513 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| October 06, 2025 Filed Oct 8, 2025 20:02 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 311 | $65.53 | $20,378.71 |
DisclosureSEC source: 0001005817-25-000036 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,222 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 12:21 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 322 | $65.65 | $21,137.88 |
DisclosureSEC source: 0001127602-25-018997 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| April 04, 2025 Filed Apr 4, 2025 15:11 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 303 | $63.35 | $19,195.29 |
DisclosureSEC source: 0001127602-25-011619 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| January 07, 2025 Filed Jan 7, 2025 17:07 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | PurchaseCommon Stock | 286 | $67.07 | $19,183.16 |
DisclosureSEC source: 0001127602-25-000890 · form4.xml · nonDerivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286 F1 · shares: Represents shares of common stock elected to be received by the reporting person in lieu of cash retainers pursuant to the Second Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 18:54 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 203.175 | $59.19 | $12,024.97 |
DisclosureSEC source: 0001127602-24-025063 · form4.xml · derivative · entry 2 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,865.384 Underlying: Common Stock · 203.175 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 18:54 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 111.092 | $59.19 | $6,575.01 |
DisclosureSEC source: 0001127602-24-025063 · form4.xml · derivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,662.209 Underlying: Common Stock · 111.092 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| July 02, 2024 Filed Jul 5, 2024 13:20 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 135.485 | $48.53 | $6,574.99 |
DisclosureSEC source: 0001127602-24-020152 · form4.xml · derivative · entry 2 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,524.94 Underlying: Common Stock · 135.485 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| July 02, 2024 Filed Jul 5, 2024 13:20 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 247.788 | $48.53 | $12,024.98 |
DisclosureSEC source: 0001127602-24-020152 · form4.xml · derivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,389.455 Underlying: Common Stock · 247.788 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 14:10 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 137.641 | $47.69 | $6,564.37 |
DisclosureSEC source: 0001127602-24-012042 · form4.xml · derivative · entry 2 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,115.84 Underlying: Common Stock · 137.641 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 14:10 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 251.731 | $47.69 | $12,005.55 |
DisclosureSEC source: 0001127602-24-012042 · form4.xml · derivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,978.199 Underlying: Common Stock · 251.731 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 14:14 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 202.989 | $59.24 | $12,024.99 |
DisclosureSEC source: 0001127602-24-000663 · form4.xml · derivative · entry 2 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,706.477 Underlying: Common Stock · 202.989 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 14:14 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 110.99 | $59.24 | $6,575.00 |
DisclosureSEC source: 0001127602-24-000663 · form4.xml · derivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,503.488 Underlying: Common Stock · 110.99 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| October 03, 2023 Filed Oct 4, 2023 17:50 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 240.895 | $49.92 | $12,025.00 |
DisclosureSEC source: 0001127602-23-025476 · form4.xml · derivative · entry 2 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,378.1 Underlying: Common Stock · 240.895 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| October 03, 2023 Filed Oct 4, 2023 17:50 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 131.716 | $49.92 | $6,575.00 |
DisclosureSEC source: 0001127602-23-025476 · form4.xml · derivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,137.205 Underlying: Common Stock · 131.716 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 20:04 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 116.327 | $56.52 | $6,574.98 |
DisclosureSEC source: 0001127602-23-020388 · form4.xml · derivative · entry 2 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995.181 Underlying: Common Stock · 116.327 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 20:04 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantPhantom Stock · Derivative | 354.591 | $56.52 | $20,042.02 |
DisclosureSEC source: 0001127602-23-020388 · form4.xml · derivative · entry 1 Lee Angela B · CIK 0001974543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 878.854 Underlying: Common Stock · 354.591 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · shares: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. 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.