TapewireFind a company

person · Reporting owner

Kline Katherine M. A.

Disclosed activity across 4 companies

Tapewire entity
32505
SEC CIK
0001753616

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BILL Holdings, Inc.BILL · Entity 3940DirectorDecember 11, 2025December 16, 2025
HUNTINGTON BANCSHARES INC /MD/HBAN · Entity 3125DirectorOctober 01, 2026October 05, 2026
PIER 1 IMPORTS INC/DEPIR · Entity 149624DirectorJune 19, 2019June 21, 2019

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.

BILL Holdings, Inc.

Report date December 11, 2025 · Filed December 16, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect3,639 Reported balance After 2025-12-11 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2025-12-11 · Grant · Acquired 3,639 · Balance 3,639

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

HUNTINGTON BANCSHARES INC /MD/

Report date October 01, 2026 · Filed October 05, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect101,616.423 Reported balance After 2026-10-01 transaction · row 1
1 source row

Row 1 · 2026-10-01 · Grant · Acquired 1,026.423 · Balance 101,616.423

Common StockSEC Table I · non-derivativeIndirectDirector Deferred Compensation Plan5,115.95 Reported balance After 2026-10-01 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-10-01 · Grant · Acquired 52.561 · Balance 5,115.95

F1: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Filing footnotes · ownership attribution and instrument terms

F1: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

PIER 1 IMPORTS INC/DE

Report date June 19, 2019 · Filed June 21, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
common stockSEC Table I · non-derivativeDirect195,512 Reported balance After 2019-06-19 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2019-06-19 · Grant · Acquired 153,846 · Balance 195,512

F1: Effective June 20, 2019, the Issuer effected a 1-for-20 reverse stock split of its common stock. Amounts shown on this Form 4 are pre-split. Following the reverse stock split, the reporting person beneficially owns 9,775 shares of the Issuer's common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Effective June 20, 2019, the Issuer effected a 1-for-20 reverse stock split of its common stock. Amounts shown on this Form 4 are pre-split. Following the reverse stock split, the reporting person beneficially owns 9,775 shares of the Issuer's common stock.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

WADDELL & REED FINANCIAL INC

Report date April 30, 2021 · Filed April 30, 2021

Section 16 reporting ended · disclosed 2021-04-30. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A CommonSEC Table I · non-derivativeDirect0 Reported balance After 2021-04-30 transaction · row 1
1 source row

Row 1 · 2021-04-30 · Disposition to issuer · Disposed 6,794 · Balance 0

F1: On April 30, 2021, pursuant to the Agreement and Plan of Merger, dated as of December 2, 2020 (the "Merger Agreement"), by and among Waddell & Reed Financial, Inc. (the "Company"), Macquarie Management Holdings, Inc. ("Parent"), Merry Merger Sub, Inc. ("Merger Sub"), and (solely for limited purposes) Macquarie Financial Holdings Pty Ltd, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent.

F2: (Continued from footnote 1) Pursuant to the Merger Agreement, each share of Class A Common Stock of the Company, par value $0.01 (the "Company Common Stock"), (including each share of restricted Company Common Stock which vested immediately prior to the effective time of the Merger (the "Effective Time")) issued and outstanding immediately prior to the Effective Time (other than shares of Company Common Stock directly owned and held by Parent or Merger Sub) was converted into the right to receive $25.00 per share in cash, without interest (the "Merger Consideration") and subject to any withholding of taxes required by applicable law in accordance with the Merger Agreement.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2021-04-30 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-04-30 · Disposition to issuer · Disposed 4,937 · Balance 0

F3: Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement.

Filing footnotes · ownership attribution and instrument terms

F1: On April 30, 2021, pursuant to the Agreement and Plan of Merger, dated as of December 2, 2020 (the "Merger Agreement"), by and among Waddell & Reed Financial, Inc. (the "Company"), Macquarie Management Holdings, Inc. ("Parent"), Merry Merger Sub, Inc. ("Merger Sub"), and (solely for limited purposes) Macquarie Financial Holdings Pty Ltd, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent.

F2: (Continued from footnote 1) Pursuant to the Merger Agreement, each share of Class A Common Stock of the Company, par value $0.01 (the "Company Common Stock"), (including each share of restricted Company Common Stock which vested immediately prior to the effective time of the Merger (the "Effective Time")) issued and outstanding immediately prior to the Effective Time (other than shares of Company Common Stock directly owned and held by Parent or Merger Sub) was converted into the right to receive $25.00 per share in cash, without interest (the "Merger Consideration") and subject to any withholding of taxes required by applicable law in accordance with the Merger Agreement.

F3: Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 5, 2026 21:04 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 52.561 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-008216 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 5,115.95

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
October 01, 2026 Filed Oct 5, 2026 21:04 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 1,026.423 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-008216 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,616.423

Read SEC document
July 01, 2026 Filed Jul 6, 2026 19:02 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 42.962 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006463 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 5,063.389

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 19:02 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 853.62 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006463 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,590

Read SEC document
May 01, 2026 Filed May 5, 2026 20:33 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 9,320 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004952 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,736.38

F1 · shares: An award of deferred stock units - the underlying shares are deliverable to the Reporting Person six months following separation from service as a director.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 17:22 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 48.269 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004325 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 5,020.427

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 17:22 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 873.994 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004325 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,416.38

Read SEC document
January 02, 2026 Filed Jan 6, 2026 23:03 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 44.172 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000383 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,972.158

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 23:03 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 787.015 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000383 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,542.386

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:18 UTC BILL Holdings, Inc. BILL · Entity 3940 GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001753616-25-000005 · form4-12162025_121203.xml · derivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

F2 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:22 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001753616-25-000003 · form4-12092025_091219.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:22 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001753616-25-000003 · form4-12092025_091219.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,027

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.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:10 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 44.026 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-008440 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,927.986

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:10 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 800.06 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-008440 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,755.371

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:12 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 44.504 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-006524 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,883.96

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:12 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 786.445 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-006524 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,955.311

Read SEC document
May 01, 2025 Filed May 5, 2025 21:25 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 9,404 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-004733 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,168.866

F1 · shares: An award of deferred stock units - the underlying shares are deliverable to the Reporting Person the later of six months following separation from service as a director or one year following the date of the award.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 23:53 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 50.204 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-004059 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,839.456

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 23:53 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 797.981 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-004059 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,764.866

Read SEC document
January 02, 2025 Filed Jan 7, 2025 00:41 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 44.822 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000428 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,789.252

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
January 02, 2025 Filed Jan 7, 2025 00:41 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 727.649 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000428 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,966.885

Read SEC document
December 05, 2024 Filed Dec 10, 2024 00:15 UTC BILL Holdings, Inc. BILL · Entity 3940 GrantRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028731 · form4-12102024_121201.xml · derivative · entry 3

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,095

Underlying: Common Stock · 2,095 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

F3 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

Read SEC document
December 05, 2024 Filed Dec 10, 2024 00:15 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 2,883 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-028731 · form4-12102024_121201.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,883 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: 100% of the RSUs vested on December 5, 2024.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2024.

Read SEC document
December 05, 2024 Filed Dec 10, 2024 00:15 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 2,883 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-028731 · form4-12102024_121201.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,932

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.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
October 22, 2024 Filed Oct 24, 2024 22:43 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 200.706 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009457 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,744.43

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:20 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 48.55 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009113 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,543.724

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:20 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 816.376 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009113 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,239.236

Read SEC document
July 23, 2024 Filed Jul 25, 2024 22:19 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 192.062 $14.97 $2,875.17
Disclosure

SEC source: 0001225208-24-007572 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,495.174

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
July 01, 2024 Filed Jul 4, 2024 01:39 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 49.947 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-007319 · doc4.xml · nonDerivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,303.112

F1 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
July 01, 2024 Filed Jul 4, 2024 01:39 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 877.996 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-007319 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,422.86

Read SEC document
May 01, 2024 Filed May 3, 2024 21:10 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 10,073 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-005596 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,544.864

F1 · shares: An award of deferred stock units - the underlying shares are deliverable to the Reporting Person the later of six months following separation from service as a director or one year following the date of the award.

Read SEC document
April 23, 2024 Filed Apr 25, 2024 21:25 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 212.4 $13.53 $2,873.77
Disclosure

SEC source: 0001225208-24-005247 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 4,253.165

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 22:18 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 112.299 $12.80 $1,437.43
Disclosure

SEC source: 0001225208-24-001121 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,995.922

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
December 07, 2023 Filed Dec 12, 2023 02:00 UTC BILL Holdings, Inc. BILL · Entity 3940 GrantRestricted Stock Units · Derivative 2,883 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058168 · doc4.xml · derivative · entry 3

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,883

Underlying: Common Stock · 2,883 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

F3 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

F3 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

Read SEC document
December 07, 2023 Filed Dec 12, 2023 02:00 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,733 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-058168 · doc4.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,733 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

F2 · derivative.exercise_date: 100% of the RSUs vested on December 7, 2023.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 7, 2023.

Read SEC document
December 07, 2023 Filed Dec 12, 2023 02:00 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,733 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-058168 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,049

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.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:12 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,148 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057022 · doc4.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,148 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:12 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,148 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057022 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,316

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.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
October 24, 2023 Filed Oct 26, 2023 23:50 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 150.544 $9.55 $1,437.70
Disclosure

SEC source: 0001225208-23-009757 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,837.416

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
July 25, 2023 Filed Jul 28, 2023 01:45 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 126.137 $12.19 $1,537.50
Disclosure

SEC source: 0001225208-23-007717 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,632.607

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:45 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 12,511 $0.00 $0.00
Disclosure

SEC source: 0001225208-23-005336 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,167.63

F1 · shares: An award of deferred stock units - the underlying shares are deliverable to the Reporting Person the later of six months following separation from service as a director or one year following the date of the award.

Read SEC document
April 25, 2023 Filed Apr 27, 2023 20:15 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 129.196 $11.13 $1,437.50
Disclosure

SEC source: 0001225208-23-005086 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,457.839

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
January 24, 2023 Filed Jan 26, 2023 21:09 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 96.984 $14.82 $1,437.50
Disclosure

SEC source: 0001225208-23-000873 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,282.758

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
December 08, 2022 Filed Dec 13, 2022 00:49 UTC BILL Holdings, Inc. BILL · Entity 3940 GrantRestricted Stock Units · Derivative 1,733 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-060796 · doc4.xml · derivative · entry 3

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,733

Underlying: Common Stock · 1,733 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

F3 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

F3 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

Read SEC document
December 08, 2022 Filed Dec 13, 2022 00:49 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 873 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-060796 · doc4.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 873 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

F2 · derivative.exercise_date: 100% of the RSUs vested on December 8, 2022.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 8, 2022.

Read SEC document
December 08, 2022 Filed Dec 13, 2022 00:49 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 873 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-060796 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,168

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.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

Read SEC document
November 28, 2022 Filed Dec 1, 2022 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,147 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059124 · doc4.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,148

Underlying: Common Stock · 1,147 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.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
November 28, 2022 Filed Dec 1, 2022 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,147 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-059124 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,295

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.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
October 25, 2022 Filed Oct 27, 2022 20:26 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 96.803 $14.85 $1,437.50
Disclosure

SEC source: 0001225208-22-011174 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,151.306

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

Read SEC document
July 26, 2022 Filed Jul 28, 2022 20:36 UTC HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 GrantCommon Stock 110.778 $12.98 $1,437.46
Disclosure

SEC source: 0001225208-22-009023 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Director Deferred Compensation Plan

Disclosed balance after: 3,019.873

F1 · balance_after: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends.

F2 · ownership.nature: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.

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.