Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NewtekOne, Inc.NEWT · Entity 5823 | Director | June 25, 2026 | June 25, 2026 |
| Patriot Acquisition Corp./CIPTAC · Entity 6252 | Director · Chief Financial Officer | May 14, 2026 | May 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NewtekOne, Inc.
Report date June 25, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,895 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 1,825 · Balance 1,895 F1: On June 12, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,825 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 12, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,825 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule.
Patriot Acquisition Corp./CI
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-05-14 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Substantially concurrently with the effectiveness of the Registration Statement and the closing of the initial public offering, Mr. Cestare acquired 100,000 Class B Ordinary Shares of Patriot Acquisition Corp. (the "Issuer") from Patriot Acquisition Sponsor LLC, the sponsor of the Issuer, pursuant to a securities transfer agreement dated May 14, 2026. As described in the Issuer's Registration Statement on Form S-1 (File No.:333-294090), under the heading "Description of Securities - Founder Shares," Class B Ordinary Shares will automatically convert into Class A Ordinary Shares on a one-for-one basis upon the consummation of an initial business combination. The Class B ordinary shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Substantially concurrently with the effectiveness of the Registration Statement and the closing of the initial public offering, Mr. Cestare acquired 100,000 Class B Ordinary Shares of Patriot Acquisition Corp. (the "Issuer") from Patriot Acquisition Sponsor LLC, the sponsor of the Issuer, pursuant to a securities transfer agreement dated May 14, 2026. As described in the Issuer's Registration Statement on Form S-1 (File No.:333-294090), under the heading "Description of Securities - Founder Shares," Class B Ordinary Shares will automatically convert into Class A Ordinary Shares on a one-for-one basis upon the consummation of an initial business combination. The Class B ordinary shares have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 126,069 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 22,038 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock IX | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 13,397 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock VIII | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-03-01 · Disposition to issuer · Disposed 7,000 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F3: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock X | 0 |
Reported balance
After 2019-03-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-03-01 · Disposition to issuer · Disposed 91,667 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F4: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock XI | 0 |
Reported balance
After 2019-03-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-03-01 · Disposition to issuer · Disposed 6,905 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F5: Of the 9,416 shares granted 5,649 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 3,767 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock XII | 0 |
Reported balance
After 2019-03-01 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2019-03-01 · Disposition to issuer · Disposed 9,115 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F6: Of the 10,517 shares granted 6,310 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 4,207 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2023-01-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-03-01 · Disposition to issuer · Disposed 65,994 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.41 · Expires 2025-02-06 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-03-01 · Disposition to issuer · Disposed 38,032 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F9: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2024-02-20 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-03-01 · Disposition to issuer · Disposed 65,994 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-03-01 · Disposition to issuer · Disposed 54,995 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.62 · Expires 2021-05-27 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-03-01 · Disposition to issuer · Disposed 32,997 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.09 · Expires 2020-07-06 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2019-03-01 · Disposition to issuer · Disposed 2,749 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
F3: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
F4: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award.
F5: Of the 9,416 shares granted 5,649 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 3,767 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award.
F6: Of the 10,517 shares granted 6,310 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 4,207 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award.
F7: Stock options are fully vested and exercisable.
F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
F9: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant.
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 25, 2026 Filed Jun 25, 2026 20:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 1,825 | $13.70 | $25,002.50 |
DisclosureSEC source: 0001628280-26-045579 · wk-form4_1782420720.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895 F1 · kind: On June 12, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,825 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 2,749 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · derivative · entry 13 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,749 shares Expires 2020-07-06 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 32,997 | $0.00 Strike: $7.62 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · derivative · entry 12 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,997 shares Expires 2021-05-27 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 54,995 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · derivative · entry 11 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,995 shares Expires 2022-03-23 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 65,994 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · derivative · entry 10 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 65,994 shares Expires 2024-02-20 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 38,032 | $0.00 Strike: $11.41 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · derivative · entry 9 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,032 shares Expires 2025-02-06 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F9 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 65,994 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · derivative · entry 8 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 65,994 shares Expires 2023-01-17 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 9,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 7 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F6 · ownership.nature: Of the 10,517 shares granted 6,310 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 4,207 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 6,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 6 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F5 · ownership.nature: Of the 9,416 shares granted 5,649 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 3,767 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 91,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 5 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F4 · ownership.nature: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 4 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VIII Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F3 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 13,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock IX Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 22,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By KSOP Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 126,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004477 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003360 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 3,520 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 20, 2017, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 1,636 | $16.10 | $26,339.60 |
DisclosureSEC source: 0001225208-19-003360 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,069 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003360 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,705 F1 · kind: Since the reporting person's last report, 3,520 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002082 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VIII Disclosed balance after: 7,000 F1 · kind: Since the reporting person's last report, 7,000 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 3,253 | $15.89 | $51,690.17 |
DisclosureSEC source: 0001225208-19-002082 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,185 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002082 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,438 F1 · kind: Since the reporting person's last report, 7,000 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 20,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 7 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock IX Disclosed balance after: 13,397 F3 · kind: Since the reporting person's last report, 20,095 shares of restricted stock have vested and are now held directly. F4 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 9,340 | $15.72 | $146,824.80 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 6 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,438 Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 20,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 5 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,778 F3 · kind: Since the reporting person's last report, 20,095 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 8 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 6,905 F2 · kind: Since the reporting person's last report, 1,255 shares of restricted stock have vested and are now held directly. F5 · ownership.nature: Of the 9,416 shares granted 5,649 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 3,767 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 583 | $15.72 | $9,164.76 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 4 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,683 Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,266 F2 · kind: Since the reporting person's last report, 1,255 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 1,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 9 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 9,115 F1 · kind: Since the reporting person's last report, 1,402 shares of restricted stock have vested and are now held directly. F6 · ownership.nature: Of the 10,517 shares granted 6,310 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 4,207 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 651 | $15.72 | $10,233.72 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,011 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 1,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001478 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,662 F1 · kind: Since the reporting person's last report, 1,402 shares of restricted stock have vested and are now held directly. Read SEC document |
| June 09, 2018 Filed Jun 12, 2018 17:35 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 91,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010514 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 91,667 F1 · kind: Since the reporting person's last report, 91,666 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. Read SEC document |
| June 09, 2018 Filed Jun 12, 2018 17:35 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 49,449 | $16.90 | $835,688.10 |
DisclosureSEC source: 0001225208-18-010514 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,260 Read SEC document |
| June 09, 2018 Filed Jun 12, 2018 17:35 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 91,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010514 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,709 F1 · kind: Since the reporting person's last report, 91,666 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003707 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 3,520 F1 · kind: Since the reporting person's last report, 3,519 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 20, 2017, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 1,898 | $15.20 | $28,849.60 |
DisclosureSEC source: 0001225208-18-003707 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,043 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003707 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,941 F1 · kind: Since the reporting person's last report, 3,519 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 16:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 21,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002247 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VIII Disclosed balance after: 14,000 F1 · kind: Since the reporting person's last report, 21,000 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 16:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 11,328 | $14.90 | $168,787.20 |
DisclosureSEC source: 0001225208-18-002247 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,422 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 16:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 21,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002247 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,750 F1 · kind: Since the reporting person's last report, 21,000 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001803 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 8,160 F1 · kind: Since the reporting person's last report, 1,256 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Of the 9,416 shares granted 5,649 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 3,767 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001803 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,750 Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001803 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,494 F1 · kind: Since the reporting person's last report, 1,256 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:33 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 10,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001644 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 10,517 F1 · ownership.nature: Of the 10,517 shares granted 6,310 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 4,207 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 02:01 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001273 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 3,520 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 17, 2016, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 02:01 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 2,085 | $16.95 | $35,340.75 |
DisclosureSEC source: 0001225208-18-001273 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,238 Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 02:01 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001273 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,323 F1 · kind: Since the reporting person's last report, 3,520 shares of restricted stock have vested and are now held directly. Read SEC document |
| October 10, 2017 Filed Oct 11, 2017 23:24 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 25,000 | $17.00 | $425,005.00 |
DisclosureSEC source: 0001225208-17-016209 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,803 F1 · kind: This Form 4 reflects the sale of shares pursuant to a Board-approved Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $17.00 to $17.025, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 range set forth in this footnote. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 21:19 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 91,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011133 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 183,333 F1 · kind: Since the reporting person's last report, 91,667 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 21:19 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 49,467 | $15.80 | $781,578.60 |
DisclosureSEC source: 0001225208-17-011133 · doc4.xml · nonDerivative · entry 2 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,803 Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 21:19 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 91,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011133 · doc4.xml · nonDerivative · entry 1 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,270 F1 · kind: Since the reporting person's last report, 91,667 shares of restricted stock have vested and are now held directly. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 21:17 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006857 · doc4.xml · nonDerivative · entry 3 Cestare Thomas David · CIK 0001313985 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock V Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,860 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on March 23, 2015, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. 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.