Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEAPACK GLADSTONE FINANCIAL CORPPGC · Entity 1354 | EVP, Chief Credit Officer | June 29, 2026 | June 30, 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.
PEAPACK GLADSTONE FINANCIAL CORP
Report date June 29, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,075 |
Reported balance
After 2026-06-29 transaction · row 1
1 source rowRow 1 · 2026-06-29 · Sale · Disposed 1,100 · Balance 26,075 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 501.42 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 501.42 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,266 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,266 F1: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,785 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,785 F2: On March 20, 2026, the reporting person was granted 5,785 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each RSU converts into one share of PGC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,120 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,120 F3: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,633 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,633 F4: On March 20, 2025, the reporting person was granted 1,633 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,928 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,928 F5: On March 20, 2026, the reporting person was granted 1,928 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,113 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,113 F6: On March 20, 2024, the reporting person was granted 6,337 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2025. Upon vesting, each phantom share is the economic equivalent of one share of common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,112 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,112 F7: On March 20, 2024, the reporting person was granted 2,112 phantom stock shares, vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each phantom share is the economic equivalent of one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock.
F2: On March 20, 2026, the reporting person was granted 5,785 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each RSU converts into one share of PGC common stock.
F3: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock.
F4: On March 20, 2025, the reporting person was granted 1,633 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock.
F5: On March 20, 2026, the reporting person was granted 1,928 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock.
F6: On March 20, 2024, the reporting person was granted 6,337 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2025. Upon vesting, each phantom share is the economic equivalent of one share of common stock.
F7: On March 20, 2024, the reporting person was granted 2,112 phantom stock shares, vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each phantom share is the economic equivalent of one share of common stock.
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 |
|---|---|---|---|---|---|---|
| June 29, 2026 Filed Jun 30, 2026 13:25 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | SaleCommon Stock | 1,100 | $47.60 | $52,360.00 |
DisclosureSEC source: 0001193125-26-289537 · ownership.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,075 Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionPhantom Stock · Derivative | 326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 15 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 326 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. F6 · derivative.exercise_price: On March 20, 2021, the reporting person was granted 1,614 phantom stock shares, vesting in five equal annual installments beginning on March 20, 2022. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F6 · price: On March 20, 2021, the reporting person was granted 1,614 phantom stock shares, vesting in five equal annual installments beginning on March 20, 2022. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F6 · derivative.exercise_date: On March 20, 2021, the reporting person was granted 1,614 phantom stock shares, vesting in five equal annual installments beginning on March 20, 2022. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F6 · derivative.expiration_date: On March 20, 2021, the reporting person was granted 1,614 phantom stock shares, vesting in five equal annual installments beginning on March 20, 2022. Upon vesting, each phantom share is the economic equivalent of one share of common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionPhantom Stock · Derivative | 2,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 14 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,113 Underlying: Common Stock · 2,112 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. F7 · derivative.exercise_price: On March 20, 2024, the reporting person was granted 6,337 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2025. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F7 · price: On March 20, 2024, the reporting person was granted 6,337 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2025. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F7 · derivative.exercise_date: On March 20, 2024, the reporting person was granted 6,337 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2025. Upon vesting, each phantom share is the economic equivalent of one share of common stock. F7 · derivative.expiration_date: On March 20, 2024, the reporting person was granted 6,337 phantom stock shares, vesting in three equal annual installments beginning on March 20, 2025. Upon vesting, each phantom share is the economic equivalent of one share of common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,928 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 13 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,928 Underlying: Common Stock · 1,928 shares Expires not disclosed F9 · derivative.exercise_price: On March 20, 2026, the reporting person was granted 1,928 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. F9 · price: On March 20, 2026, the reporting person was granted 1,928 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. F9 · derivative.exercise_date: On March 20, 2026, the reporting person was granted 1,928 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. F9 · derivative.expiration_date: On March 20, 2026, the reporting person was granted 1,928 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionRestricted Stock Units · Derivative | 1,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 11 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,795 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: On March 20, 2023, the reporting person was granted 2,600 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. 1,795 restricted stock units vested. F1 · price: On March 20, 2023, the reporting person was granted 2,600 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. 1,795 restricted stock units vested. F1 · derivative.exercise_date: On March 20, 2023, the reporting person was granted 2,600 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. 1,795 restricted stock units vested. F1 · derivative.expiration_date: On March 20, 2023, the reporting person was granted 2,600 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. 1,795 restricted stock units vested. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionRestricted Stock Units · Derivative | 1,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 10 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,120 Underlying: Common Stock · 1,560 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. F3 · derivative.exercise_price: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock. F3 · price: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock. F3 · derivative.exercise_date: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock. F3 · derivative.expiration_date: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 5,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 9 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,785 Underlying: Common Stock · 5,785 shares Expires not disclosed F8 · derivative.exercise_price: On March 20, 2026, the reporting person was granted 5,785 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each RSU converts into one share of PGC common stock. F8 · price: On March 20, 2026, the reporting person was granted 5,785 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each RSU converts into one share of PGC common stock. F8 · derivative.exercise_date: On March 20, 2026, the reporting person was granted 5,785 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each RSU converts into one share of PGC common stock. F8 · derivative.expiration_date: On March 20, 2026, the reporting person was granted 5,785 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2027. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionRestricted Stock Units · Derivative | 1,633 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · derivative · entry 8 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,266 Underlying: Common Stock · 1,633 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. F4 · derivative.exercise_price: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock. F4 · price: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock. F4 · derivative.exercise_date: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock. F4 · derivative.expiration_date: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 463 | $33.18 | $15,362.34 |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · nonDerivative · entry 6 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,175 F2 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionCommon Stock | 1,633 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · nonDerivative · entry 5 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,638 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. F4 · price: On March 20, 2025, the reporting person was granted 4,899 restricted stock units (RSUs), vesting in three equal annual installments beginning on March 20, 2026. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 443 | $33.18 | $14,698.74 |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · nonDerivative · entry 4 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,005 F2 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionCommon Stock | 1,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · nonDerivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,448 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. F3 · price: On March 20, 2023, the reporting person was granted 7,800 restricted stock units (RSUs), vesting in five equal annual installments beginning on March 20, 2024. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 509 | $33.18 | $16,888.62 |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · nonDerivative · entry 2 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,888 F2 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 18:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionCommon Stock | 1,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-121472 · ownership.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,397 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: On March 20, 2023, the reporting person was granted 2,600 restricted stock units (RSUs), vesting on the third anniversary of the grant if certain performance conditions are met. Upon vesting, each RSU converts into one share of PGC common stock. 1,795 restricted stock units vested. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 16:32 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | SaleCommon Stock | 2,500 | $29.65 | $74,130.00 |
DisclosureSEC source: 0001193125-25-208574 · ownership.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,602 Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:51 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,633 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-043583 · ownership.xml · derivative · entry 5 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,233 Underlying: Common Stock · 1,633 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met. F6 · derivative.exercise_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. F6 · derivative.expiration_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:51 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 4,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-043583 · ownership.xml · derivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,899 Underlying: Common Stock · 4,899 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F3 · derivative.exercise_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 15:51 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 603 | $29.55 | $17,818.65 |
DisclosureSEC source: 0000950170-25-043583 · ownership.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,102 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 22:06 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantPhantom Stock · Derivative | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035533 · ownership.xml · derivative · entry 4 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,112 Underlying: Common Stock · 2,112 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: The phantom stock will cliff vest on the third annivesary of the grant date subject to certain performance conditions being satisfied. F3 · derivative.expiration_date: The phantom stock will cliff vest on the third annivesary of the grant date subject to certain performance conditions being satisfied. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 22:06 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantPhantom Stock · Derivative | 6,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035533 · ownership.xml · derivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,337 Underlying: Common Stock · 6,337 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock is scheduled to vest in three approximately equal installments on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: The phantom stock is scheduled to vest in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 22:06 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 815 | $23.92 | $19,494.80 |
DisclosureSEC source: 0000950170-24-035533 · ownership.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,592 Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 19:30 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 71 | $27.54 | $1,955.34 |
DisclosureSEC source: 0001209191-23-039654 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,295 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 20:37 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020524 · doc4.xml · derivative · entry 5 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,600 Underlying: Common Stock · 2,600 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met. F7 · derivative.exercise_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. F7 · derivative.expiration_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 20:37 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 7,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020524 · doc4.xml · derivative · entry 4 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,156 Underlying: Common Stock · 7,800 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F5 · derivative.exercise_date: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. F5 · derivative.expiration_date: The restricted stock units vest and settle in stock in five approximately equal installments on each of the first five anniversaries of the grant date. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 20:37 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 3,841 | $30.96 | $118,917.36 |
DisclosureSEC source: 0001209191-23-020524 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,205 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| June 22, 2022 Filed Jun 23, 2022 20:09 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 61 | $30.91 | $1,885.51 |
DisclosureSEC source: 0001209191-22-038856 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,316 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2022 Filed Mar 23, 2022 17:48 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020727 · doc4.xml · derivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,024 Underlying: Common Stock · 1,657 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F4 · derivative.exercise_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 20, 2022 Filed Mar 23, 2022 17:48 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 2,676 | $36.80 | $98,476.80 |
DisclosureSEC source: 0001209191-22-020727 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,990 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 14:55 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 130 | $37.22 | $4,838.60 |
DisclosureSEC source: 0001209191-22-018702 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,675 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 19:48 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 2,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020979 · doc4.xml · derivative · entry 5 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,768 Underlying: Common Stock · 2,336 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met. F7 · derivative.exercise_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. F7 · derivative.expiration_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 19:48 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 7,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020979 · doc4.xml · derivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,723 Underlying: Common Stock · 7,009 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F4 · derivative.exercise_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 19:48 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 459 | $26.34 | $12,090.06 |
DisclosureSEC source: 0001209191-19-020979 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,171 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 19:13 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 130 | $27.75 | $3,607.50 |
DisclosureSEC source: 0001209191-19-019098 · doc4.xml · nonDerivative · entry 4 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 19:13 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 325 | $27.75 | $9,018.75 |
DisclosureSEC source: 0001209191-19-019098 · doc4.xml · nonDerivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,986 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 19:13 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 200 | $27.75 | $5,550.00 |
DisclosureSEC source: 0001209191-19-019098 · doc4.xml · nonDerivative · entry 2 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,463 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 19:13 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 334 | $27.75 | $9,268.50 |
DisclosureSEC source: 0001209191-19-019098 · doc4.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,141 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| May 19, 2018 Filed May 22, 2018 13:33 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 668 | $32.78 | $21,897.04 |
DisclosureSEC source: 0001273412-18-000076 · edgar.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,604 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001273412-18-000060 · edgar.xml · derivative · entry 5 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432 Underlying: Common Stock · 1,432 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of common stock of Peapack-Gladstone Financial Corporation subject to certain performance conditions. The units will cliff vest, after three years, if the conditions are met. F6 · derivative.exercise_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. F6 · derivative.expiration_date: The restricted stock units will cliff vest on the third anniversary of the grant date subject to certain performance conditions being satisfied. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 4,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001273412-18-000060 · edgar.xml · derivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,865 Underlying: Common Stock · 4,298 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F3 · derivative.exercise_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in stock in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 19:16 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 130 | $34.71 | $4,512.30 |
DisclosureSEC source: 0001273412-18-000012 · edgar.xml · nonDerivative · entry 4 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,249 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 19:16 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 324 | $34.71 | $11,246.04 |
DisclosureSEC source: 0001273412-18-000012 · edgar.xml · nonDerivative · entry 3 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,040 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 19:16 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 200 | $34.71 | $6,942.00 |
DisclosureSEC source: 0001273412-18-000012 · edgar.xml · nonDerivative · entry 2 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,517 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 19:16 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 333 | $34.71 | $11,558.43 |
DisclosureSEC source: 0001273412-18-000012 · edgar.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,195 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 11, 2017 Filed Mar 13, 2017 20:33 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 533 | $30.08 | $16,032.64 |
DisclosureSEC source: 0001273412-17-000028 · edgar.xml · nonDerivative · entry 2 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,362 Read SEC document |
| March 11, 2017 Filed Mar 13, 2017 20:33 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantCommon Stock | 4,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001273412-17-000028 · edgar.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,895 Read SEC document |
| May 19, 2016 Filed Mar 10, 2017 22:17 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Tax withholdingCommon Stock | 639 | $18.06 | $11,540.34 |
DisclosureSEC source: 0001214659-17-001877 · marketforms-38342.xml · nonDerivative · entry 1 Chalkan Lisa · CIK 0001699868 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,657 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.