Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | SVP, Controller | September 14, 2026 | September 15, 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.
ALERUS FINANCIAL CORP
Report date September 14, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 503.246 |
Reported balance
After 2026-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 597 · Balance 503.246 F1: Includes 382 shares of restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectBy the Alerus Financial Corporation Employee Stock Ownership Plan | 500.6112 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500.6112 F2: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 382 shares of restricted stock.
F2: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 15, 2026 19:26 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | SaleCommon Stock | 597 | $33.13 | $19,778.61 |
DisclosureSEC source: 0001437749-26-030437 · rdgdoc.xml · nonDerivative · entry 1 Koob Kari · CIK 0001989390 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503.246 F1 · balance_after: Includes 382 shares of restricted stock. Read SEC document |
| July 03, 2026 Filed Jul 6, 2026 20:06 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 102 | $31.11 | $3,173.22 |
DisclosureSEC source: 0001437749-26-022762 · rdgdoc.xml · nonDerivative · entry 1 Koob Kari · CIK 0001989390 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,100.246 F1 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability. F2 · balance_after: Includes 382 shares of restricted stock. Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 20:08 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 140 | $31.10 | $4,354.00 |
DisclosureSEC source: 0001437749-26-022283 · rdgdoc.xml · nonDerivative · entry 1 Koob Kari · CIK 0001989390 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202.246 F1 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability. F2 · balance_after: Includes 660 shares of restricted stock. Read SEC document |
| February 26, 2026 Filed Jun 29, 2026 20:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-021990 · rdgdoc.xml · derivative · entry 1 Koob Kari · CIK 0001989390 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,298 Underlying: Common Stock · 1,298 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F2 · shares: Includes 519 restricted stock units that have time-based vesting components. Includes 779 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 26, 2029. The performance-based restricted stock units vest upon Alerus Financial Corporation Compensation Committee certification of certain relative cumulative EPS and ROE performance period goals, provided that such certification date occurs no later than March 15, 2029. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. F3 · derivative.expiration_date: The time-based restricted stock units vest on February 26, 2029. The performance-based restricted stock units vest upon Alerus Financial Corporation Compensation Committee certification of certain relative cumulative EPS and ROE performance period goals, provided that such certification date occurs no later than March 15, 2029. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 13:58 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 100 | $22.43 | $2,243.00 |
DisclosureSEC source: 0001437749-25-022217 · rdgdoc.xml · nonDerivative · entry 1 Koob Kari · CIK 0001989390 · Director of Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,342.246 F1 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability. F2 · balance_after: Includes 1,143 shares of restricted stock. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:12 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-005718 · rdgdoc.xml · derivative · entry 1 Koob Kari · CIK 0001989390 · Director of Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 921 Underlying: Common Stock · 921 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F2 · shares: Includes 368 restricted stock units that have time-based vesting components. Includes 553 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 26, 2028. The performance-based restricted stock units vest no later than March 15, 2028, so long as Alerus Financial Corporation meets certain cumulative EPS and ROE goals. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. F3 · derivative.expiration_date: The time-based restricted stock units vest on February 26, 2028. The performance-based restricted stock units vest no later than March 15, 2028, so long as Alerus Financial Corporation meets certain cumulative EPS and ROE goals. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. Read SEC document |
| July 01, 2024 Filed Dec 3, 2024 21:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-036544 · rdgdoc.xml · nonDerivative · entry 1 Koob Kari · CIK 0001989390 · Director of Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,442.246 F1 · shares: All 765 shares are shares of restricted stock. F2 · balance_after: Includes 1,321 shares of restricted 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.