Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| M&T BANK CORPMTB · Entity 3122 | Sr. Executive Vice President | July 01, 2026 | July 06, 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.
M&T BANK CORP
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,608 |
Ending reported balance
After 2026-07-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-01 · Exercise / conversion · Acquired 376 · Balance 9,984 F1: The reported transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2026. Row 2 · 2026-07-01 · Exercise / conversion · Acquired 505 · Balance 10,489 F1: The reported transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2026. Row 3 · 2026-07-01 · Sale · Disposed 881 · Balance 9,608 F1: The reported transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2026. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $190.78 · Expires 2028-01-31 | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-01 · Exercise / conversion · Disposed 376 · Balance 0 F3: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F2: Currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $164.54 · Expires 2029-01-31 | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-01 · Exercise / conversion · Disposed 505 · Balance 0 F3: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F2: Currently exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2026.
F2: Currently exercisable.
F3: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option.
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 |
|---|---|---|---|---|---|---|
| January 28, 2022 Filed Feb 2, 2022 01:25 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006118 · doc4.xml · nonDerivative · entry 1 Woodrow Tracy S. · CIK 0001816056 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,839 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 29, 2021, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 29, 2021, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:01 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 80 | $140.40 | $11,232.00 |
DisclosureSEC source: 0001209191-21-008867 · doc4.xml · nonDerivative · entry 2 Woodrow Tracy S. · CIK 0001816056 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 F3 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units (including performance-based restricted stock units) previously granted to the reporting person. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:01 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008867 · doc4.xml · nonDerivative · entry 1 Woodrow Tracy S. · CIK 0001816056 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on February 5, 2020, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on February 5, 2020, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:45 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 2,121 | $0.00 Strike: $132.47 | $0.00 |
DisclosureSEC source: 0001209191-21-006942 · doc4.xml · derivative · entry 3 Woodrow Tracy S. · CIK 0001816056 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,121 Underlying: Common Stock · 2,121 shares Expires 2031-01-29 F5 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F4 · derivative.exercise_date: The option granted includes a total of 2,121 shares. 707 of the shares are exercisable on or after January 29, 2022; an additional 707 of the shares are exercisable on or after January 29, 2023; and the remaining 707 shares are exercisable on or after January 29, 2024. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:45 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 190 | $132.47 | $25,169.30 |
DisclosureSEC source: 0001209191-21-006942 · doc4.xml · nonDerivative · entry 2 Woodrow Tracy S. · CIK 0001816056 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,491 F3 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units (including performance-based restricted stock units) previously granted to the reporting person. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:45 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 241 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006942 · doc4.xml · nonDerivative · entry 1 Woodrow Tracy S. · CIK 0001816056 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,681 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2018 and on January 31, 2019, respectively, under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2018 and on January 31, 2019, respectively, under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. 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.