Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Business First Bancshares, Inc.BFST · Entity 4961 | Director | June 25, 2026 | June 29, 2026 |
| POPULAR, INC.BPOP · Entity 1363 | Director | May 22, 2026 | May 26, 2026 |
| REPUBLIC BANCORP INC /KY/RBCAA · Entity 1302 | Director | May 20, 2026 | May 21, 2026 |
| TRUSTCO BANK CORP N YTRST · Entity 1459 | Director | November 15, 2022 | November 17, 2022 |
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.
Business First Bancshares, Inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 1,016 |
Reported balance
After 2026-06-26 transaction · row 1
1 source rowRow 1 · 2026-06-26 · Exercise / conversion · Acquired 1,016 · Balance 1,016 F2: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,014 |
Reported balance
After 2026-06-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-25 · Grant · Acquired 998 · Balance 2,014 F1: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 25, 2026. The time-based restricted stock units will fully vest on June 25, 2027. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 998 |
Reported balance
After 2026-06-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-26 · Exercise / conversion · Disposed 1,016 · Balance 998 F2: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 25, 2026. The time-based restricted stock units will fully vest on June 25, 2027. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events.
F2: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date.
POPULAR, INC.
Report date May 22, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Par Value $0.01 per shareSEC Table I · non-derivative | Direct | 3,959.736 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Sale · Disposed 300 · Balance 3,959.736 |
REPUBLIC BANCORP INC /KY/
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 510 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 510 · Balance 510 |
TRUSTCO BANK CORP N Y
Report date November 15, 2022 · Filed November 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RESTRICTED STOCK UNITSEC Table II · derivative / convertible security | Direct | 526 |
Reported balance
After 2022-11-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-11-15 · Grant · Acquired 526 · Balance 526 F1: Each restricted stock unit represents a contingent right to receive a payment in cash equal to the fair market value of a share of issued common stock, as determined on the date of vesting of the restricted stock unit. F2: The restricted stock units "vest" in whole on November 15, 2023. Settlement of the restricted stock units will be made in cash only. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive a payment in cash equal to the fair market value of a share of issued common stock, as determined on the date of vesting of the restricted stock unit.
F2: The restricted stock units "vest" in whole on November 15, 2023. Settlement of the restricted stock units will be made in cash only.
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 26, 2026 Filed Jun 29, 2026 22:22 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionRestricted Stock Units · Derivative | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-022053 · rdgdoc.xml · derivative · entry 3 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 998 Underlying: Common Stock · 1,016 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. F2 · derivative.exercise_price: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. F2 · price: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. F2 · derivative.exercise_date: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. F2 · derivative.expiration_date: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. Read SEC document |
| June 26, 2026 Filed Jun 29, 2026 22:22 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionCOMMON STOCK | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-022053 · rdgdoc.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,016 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. F2 · price: The reporting person received an award of 1,016 time-based restricted stock units on June 26, 2025, vesting on the first anniversary of the issuance date. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 22:22 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 998 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001437749-26-022053 · rdgdoc.xml · derivative · entry 2 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,014 Underlying: Common Stock · 998 shares Expires not disclosed F1 · price: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 25, 2026. The time-based restricted stock units will fully vest on June 25, 2027. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. F1 · derivative.exercise_date: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 25, 2026. The time-based restricted stock units will fully vest on June 25, 2027. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. F1 · derivative.expiration_date: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 25, 2026. The time-based restricted stock units will fully vest on June 25, 2027. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| May 22, 2026 Filed May 26, 2026 13:50 UTC | POPULAR, INC. BPOP · Entity 1363 | SaleCommon Stock Par Value $0.01 per share | 300 | $150.36 | $45,108.00 |
DisclosureSEC source: 0001193125-26-238154 · ownership.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,959.736 Read SEC document |
| May 20, 2026 Filed May 21, 2026 19:59 UTC | REPUBLIC BANCORP INC /KY/ RBCAA · Entity 1302 | GrantClass A Common Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001952247-26-000004 · form4-05212026_070533.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510 Read SEC document |
| May 08, 2026 Filed May 11, 2026 22:00 UTC | POPULAR, INC. BPOP · Entity 1363 | Tax withholdingCommon Stock Par Value $0.01 per share | 68 | $149.01 | $10,132.68 |
DisclosureSEC source: 0001193125-26-217307 · ownership.xml · nonDerivative · entry 2 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,259.736 Read SEC document |
| May 08, 2026 Filed May 11, 2026 22:00 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantCommon Stock Par Value $0.01 per share | 906 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-217307 · ownership.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,327.736 F1 · kind: Award of restricted stock pursuant to Popular, Inc.'s 2020 Omnibus Incentive Plan. The award vests on May 8, 2027. F2 · balance_after: Includes 6.920 shares acquired pursuant to reinvestment of dividends paid by the Corporation. The shares were acquired in transactions exempt from Section 16 of the Securities Exchange Act of 1934 pursuant to Rule 16a-11 thereunder. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 14:52 UTC | POPULAR, INC. BPOP · Entity 1363 | SaleCommon Stock Par Value $0.01 per share | 1,451 | $140.85 | $204,373.35 |
DisclosureSEC source: 0001193125-26-084491 · ownership.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,414.816 F1 · price: The price is a weighted average price. The shares were sold in multiple transactions ranging from $140.80 to $140.97, inclusive. The reporting person undertakes to provide to the Corporation, any security holder of the Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 20:27 UTC | REPUBLIC BANCORP INC /KY/ RBCAA · Entity 1302 | SaleClass A Common Stock | 1,044 | $71.04 | $74,165.76 |
DisclosureSEC source: 0001952247-26-000002 · form4-03022026_080334.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Reflects additional dividend equivalent rights acquired by Reporting Person. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 17:04 UTC | POPULAR, INC. BPOP · Entity 1363 | OtherCommon Stock Par Value $0.01 per share | 14.816 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-001888 · ownership.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,865.816 F1 · kind: Shares acquired pursuant to reinvestment of dividends paid by the Corporation. The shares were acquired in transactions exempt from Section 16 of the Securities Exchange Act of 1934 pursuant to Rule 16a-11 thereunder. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 23:50 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 1,016 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001437749-25-021619 · rdgdoc.xml · derivative · entry 2 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,016 Underlying: Common Stock · 1,016 shares Expires not disclosed F2 · price: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 26, 2025. The time-based restricted stock units will fully vest on June 26, 2026. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. F2 · derivative.exercise_date: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 26, 2025. The time-based restricted stock units will fully vest on June 26, 2026. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. F2 · derivative.expiration_date: Reflects the grant of time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on June 26, 2025. The time-based restricted stock units will fully vest on June 26, 2026. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| May 21, 2025 Filed May 22, 2025 17:39 UTC | REPUBLIC BANCORP INC /KY/ RBCAA · Entity 1302 | GrantClass A Common Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014052 · form4-05222025_050557.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017 Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:29 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantCommon Stock Par Value $0.01 per share | 1,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-069286 · ownership.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,851 F1 · kind: Award of restricted stock pursuant to Popular, Inc.'s 2020 Omnibus Incentive Plan. The award vests on May 8, 2026. Read SEC document |
| May 15, 2024 Filed Jul 11, 2024 13:32 UTC | REPUBLIC BANCORP INC /KY/ RBCAA · Entity 1302 | GrantClass A Common Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019480 · form4-07112024_010702.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460 Read SEC document |
| May 09, 2024 Filed May 13, 2024 15:01 UTC | POPULAR, INC. BPOP · Entity 1363 | Tax withholdingCommon Stock Par Value $0.01 per share | 56 | $89.80 | $5,028.80 |
DisclosureSEC source: 0000950170-24-058329 · ownership.xml · nonDerivative · entry 2 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,507 Read SEC document |
| May 09, 2024 Filed May 13, 2024 15:01 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantCommon Stock Par Value $0.01 per share | 1,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-058329 · ownership.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,563 Read SEC document |
| May 16, 2023 Filed May 18, 2023 14:44 UTC | POPULAR, INC. BPOP · Entity 1363 | PurchaseCommon Stock Par Value $0.01 per share | 9 | $55.41 | $498.69 |
DisclosureSEC source: 0001209191-23-030497 · doc4.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,171 Read SEC document |
| May 11, 2023 Filed May 15, 2023 18:11 UTC | POPULAR, INC. BPOP · Entity 1363 | Tax withholdingCommon Stock Par Value $0.01 per share | 138 | $54.37 | $7,503.06 |
DisclosureSEC source: 0001209191-23-029347 · doc4.xml · nonDerivative · entry 2 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,162 Read SEC document |
| May 11, 2023 Filed May 15, 2023 18:11 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantCommon Stock Par Value $0.01 per share | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029347 · doc4.xml · nonDerivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,300 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:19 UTC | TRUSTCO BANK CORP N Y TRST · Entity 1459 | GrantRESTRICTED STOCK UNIT · Derivative | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020511 · doc1.xml · derivative · entry 1 Sanchez Alejandro M · CIK 0001952247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 Underlying: COMMON STOCK · 526 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive a payment in cash equal to the fair market value of a share of issued common stock, as determined on the date of vesting of the restricted stock unit. F2 · derivative.exercise_date: The restricted stock units "vest" in whole on November 15, 2023. Settlement of the restricted stock units will be made in cash only. F2 · derivative.expiration_date: The restricted stock units "vest" in whole on November 15, 2023. Settlement of the restricted stock units will be made in cash only. 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.