person · Reporting owner

Zlatkus Lizabeth H

Disclosed activity across 5 companies

Tapewire entity: 41338
SEC CIK: 0001403480

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
AXIS CAPITAL HOLDINGS LTDAXS · Entity 3686	Director	January 15, 2026	January 20, 2026
Brighthouse Financial, Inc.BHF · Entity 1737	Director	June 02, 2026	June 04, 2026
PATHWARD FINANCIAL, INC.CASH · Entity 4627	Director	September 04, 2026	September 08, 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.

AXIS CAPITAL HOLDINGS LTD

Report date January 15, 2026 · Filed January 20, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	24,525	Reported balance After 2026-01-15 transaction · row 1 1 source row Row 1 · 2026-01-15 · Grant · Acquired 1,843 · Balance 24,525 F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34.

Filing footnotes · ownership attribution and instrument terms

F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34.

Brighthouse Financial, Inc.

Report date June 02, 2026 · Filed June 04, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	7,234	Reported balance After 2026-06-02 transaction · row 1 1 source row Row 1 · 2026-06-02 · Exercise / conversion · Acquired 2,837 · Balance 7,234 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2026-06-02 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2026-06-02 · Exercise / conversion · Disposed 2,837 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	2,651	Reported balance After 2026-06-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-06-02 · Grant · Acquired 2,651 · Balance 2,651 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.

F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.

F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF.

F4: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF.

PATHWARD FINANCIAL, INC.

Report date September 04, 2026 · Filed September 08, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	15,400	Reported balance After 2026-09-04 transaction · row 1 1 source row Row 1 · 2026-09-04 · Grant · Acquired 400 · Balance 15,400 F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan

Filing footnotes · ownership attribution and instrument terms

F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan

Past disclosures · reporting ended (2)

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

BOSTON PRIVATE FINANCIAL HOLDINGS INC

Report date July 01, 2021 · Filed July 06, 2021

Section 16 reporting ended · disclosed 2021-07-06. 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 2021-07-01 transaction · row 1 1 source row Row 1 · 2021-07-01 · Disposition to issuer · Disposed 40,186.726 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.

COMPUTER SCIENCES CORP

Report date April 01, 2017 · Filed April 05, 2017

Section 16 reporting ended · disclosed 2017-04-05. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	0	Reported balance After 2017-04-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2017-04-01 · Disposition to issuer · Disposed 4,200 · Balance 0 F1: Restricted Stock Units ("RSUs") were disposed of at the effective time of the the merger of Computer Sciences Corporation with and into New Everett Merger Sub, Inc. on April 1, 2017 (the "Merger") by conversion into restricted stock units of DXC Technology Company on the same terms and conditions that were in effect immediately prior to the consummation of the Merger. F2: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted Stock Units ("RSUs") were disposed of at the effective time of the the merger of Computer Sciences Corporation with and into New Everett Merger Sub, Inc. on April 1, 2017 (the "Merger") by conversion into restricted stock units of DXC Technology Company on the same terms and conditions that were in effect immediately prior to the consummation of the Merger.

F2: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 04, 2026 Filed Sep 8, 2026 20:22 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	400	$0.00	$0.00	Disclosure SEC source: 0001403480-26-000004 · wk-form4_1788898944.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,400 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan Read SEC document
June 02, 2026 Filed Jun 4, 2026 20:28 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	GrantRestricted Stock Units · Derivative	2,651	$0.00	$0.00	Disclosure SEC source: 0001628280-26-040824 · wk-form4_1780604879.xml · derivative · entry 3 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,651 Underlying: Common Stock · 2,651 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Read SEC document
June 02, 2026 Filed Jun 4, 2026 20:28 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	Exercise / conversionRestricted Stock Units · Derivative	2,837	$0.00	$0.00	Disclosure SEC source: 0001628280-26-040824 · wk-form4_1780604879.xml · derivative · entry 2 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,837 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. Read SEC document
June 02, 2026 Filed Jun 4, 2026 20:28 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	Exercise / conversionCommon Stock	2,837	$0.00	$0.00	Disclosure SEC source: 0001628280-26-040824 · wk-form4_1780604879.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,234 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Read SEC document
February 24, 2026 Filed Feb 25, 2026 21:14 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	1,650	$0.00	$0.00	Disclosure SEC source: 0001403480-26-000002 · wk-form4_1772054059.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document
January 15, 2026 Filed Jan 20, 2026 22:29 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	1,843	Not disclosed	Not disclosed	Disclosure SEC source: 0001214816-26-000031 · wk-form4_1768948177.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,525 F1 · price: Common shares issued as director's fees using January 15, 2026 closing price of $100.34. Read SEC document
June 12, 2025 Filed Jun 16, 2025 20:05 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	GrantRestricted Stock Units · Derivative	2,837	$0.00	$0.00	Disclosure SEC source: 0000950170-25-086711 · ownership.xml · derivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,837 Underlying: Common Stock · 2,837 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2026 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2026 annual meeting of stockholders of BHF. Read SEC document
June 06, 2025 Filed Jun 10, 2025 13:15 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	Exercise / conversionRestricted Stock Units · Derivative	3,850	$0.00	$0.00	Disclosure SEC source: 0000950170-25-084126 · ownership.xml · derivative · entry 2 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,850 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on June 6, 2025. F3 · derivative.expiration_date: The RSUs vested on June 6, 2025. Read SEC document
June 06, 2025 Filed Jun 10, 2025 13:15 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	Exercise / conversionCommon Stock	3,850	$0.00	$0.00	Disclosure SEC source: 0000950170-25-084126 · ownership.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,397 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Read SEC document
February 25, 2025 Filed Mar 4, 2025 21:59 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	1,950	$0.00	$0.00	Disclosure SEC source: 0000907471-25-000034 · wk-form4_1741125550.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,350 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document
January 16, 2025 Filed Jan 21, 2025 22:27 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	2,331	Not disclosed	Not disclosed	Disclosure SEC source: 0001214816-25-000004 · wk-form4_1737498441.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,682 F1 · price: Common shares issued as director's fees using January 16, 2025 closing price of $90.04. Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:33 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	GrantRestricted Stock Units · Derivative	3,850	$0.00	$0.00	Disclosure SEC source: 0001403480-24-000003 · wk-form4_1718051624.xml · derivative · entry 3 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,850 Underlying: Common Stock · 3,850 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2025 annual meeting of stockholders of BHF. F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2025 annual meeting of stockholders of BHF. Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:33 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	Exercise / conversionRestricted Stock Units · Derivative	547	$0.00	$0.00	Disclosure SEC source: 0001403480-24-000003 · wk-form4_1718051624.xml · derivative · entry 2 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 547 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:33 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	Exercise / conversionCommon Stock	547	$0.00	$0.00	Disclosure SEC source: 0001403480-24-000003 · wk-form4_1718051624.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Read SEC document
April 09, 2024 Filed Apr 10, 2024 20:40 UTC	Brighthouse Financial, Inc. BHF · Entity 1737	GrantRestricted Stock Units · Derivative	547	$0.00	$0.00	Disclosure SEC source: 0001685040-24-000013 · wk-form4_1712781615.xml · derivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547 Underlying: Common Stock · 547 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the BHF 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs will vest on the date of the 2024 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs will vest on the date of the 2024 annual meeting of stockholders of BHF. Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:03 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	2,950	$0.00	$0.00	Disclosure SEC source: 0000907471-24-000048 · wk-form4_1709676179.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,400 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:23 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	2,950	$0.00	$0.00	Disclosure SEC source: 0000907471-24-000032 · wk-form4_1709241813.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,450 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document
January 16, 2024 Filed Jan 17, 2024 22:53 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	3,868	Not disclosed	Not disclosed	Disclosure SEC source: 0001628280-24-001555 · wk-form4_1705531994.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,351 F1 · price: Common shares issued as director's fees using January 16, 2024 closing price of $54.27. Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:32 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	2,950	$0.00	$0.00	Disclosure SEC source: 0000907471-23-000037 · wf-form4_167770635347254.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,450 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document
January 17, 2023 Filed Jan 19, 2023 21:50 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	3,725	Not disclosed	Not disclosed	Disclosure SEC source: 0001628280-23-001273 · wf-form4_167416500718285.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,483 F1 · price: Common shares issued as director's fees using January 17, 2023 closing price of $56.35. Read SEC document
February 23, 2022 Filed Feb 25, 2022 21:39 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	2,800	$0.00	$0.00	Disclosure SEC source: 0000907471-22-000043 · wf-form4_164582513006700.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document
January 14, 2022 Filed Jan 19, 2022 00:55 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	4,648	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-22-003598 · doc4.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,758 F1 · price: Common Shares issued as director's fees using January 14, 2022 closing price of $57.00. Read SEC document
July 01, 2021 Filed Jul 6, 2021 18:46 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	Disposition to issuerCommon Stock	40,186.726	$0.00	$0.00	Disclosure SEC source: 0000821127-21-000185 · wf-form4_162561158659384.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. Read SEC document
May 25, 2021 Filed May 27, 2021 17:07 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	SaleCommon Stock	190	$15.21	$2,889.90	Disclosure SEC source: 0001628280-21-011227 · wf-form4_162214960179097.xml · nonDerivative · entry 6 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,186.726 Read SEC document
May 25, 2021 Filed May 27, 2021 17:07 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	SaleCommon Stock	200	$15.21	$3,041.00	Disclosure SEC source: 0001628280-21-011227 · wf-form4_162214960179097.xml · nonDerivative · entry 5 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,376.726 Read SEC document
May 25, 2021 Filed May 27, 2021 17:07 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	SaleCommon Stock	5,440	$15.20	$82,688.00	Disclosure SEC source: 0001628280-21-011227 · wf-form4_162214960179097.xml · nonDerivative · entry 4 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,576.726 Read SEC document
May 25, 2021 Filed May 27, 2021 17:07 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	SaleCommon Stock	400	$15.20	$6,078.00	Disclosure SEC source: 0001628280-21-011227 · wf-form4_162214960179097.xml · nonDerivative · entry 3 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,016.726 Read SEC document
May 25, 2021 Filed May 27, 2021 17:07 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	SaleCommon Stock	4,442	$15.19	$67,473.98	Disclosure SEC source: 0001628280-21-011227 · wf-form4_162214960179097.xml · nonDerivative · entry 2 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,416.726 Read SEC document
May 25, 2021 Filed May 27, 2021 17:07 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	SaleCommon Stock	328	$15.18	$4,979.04	Disclosure SEC source: 0001628280-21-011227 · wf-form4_162214960179097.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,858.726 Read SEC document
May 14, 2021 Filed May 17, 2021 16:13 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	658	$15.19	$9,995.02	Disclosure SEC source: 0000821127-21-000118 · wf-form4_162128237142573.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,186.726 Read SEC document
March 15, 2021 Filed Mar 17, 2021 16:18 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,371	$14.59	$20,002.89	Disclosure SEC source: 0000821127-21-000076 · wf-form4_161601226646135.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,528.726 Read SEC document
February 23, 2021 Filed Feb 25, 2021 22:02 UTC	PATHWARD FINANCIAL, INC. CASH · Entity 4627	GrantCommon Stock	2,700	$0.00	$0.00	Disclosure SEC source: 0001225385-21-000075 · edgar.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document
January 15, 2021 Filed Jan 20, 2021 23:08 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	3,239	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-21-004461 · doc4.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,110 F1 · price: Common Shares issued as director's fees using January 15, 2021 closing price of $50.92. Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:27 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	2,078	$7.22	$15,003.16	Disclosure SEC source: 0000821127-20-000244 · wf-form4_160556202299263.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,157.726 Read SEC document
August 14, 2020 Filed Aug 17, 2020 16:12 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	2,373	$6.32	$14,997.36	Disclosure SEC source: 0000821127-20-000203 · wf-form4_159769513987498.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,079.726 Read SEC document
May 15, 2020 Filed May 19, 2020 18:14 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	4,667	$6.16	$28,748.72	Disclosure SEC source: 0000821127-20-000160 · wf-form4_158992644808876.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,706.726 Read SEC document
May 11, 2020 Filed May 12, 2020 16:16 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	PurchaseCommon Stock	10,000	$6.95	$69,500.00	Disclosure SEC source: 0000821127-20-000118 · wf-form4_158931456692245.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,039.726 Read SEC document
February 14, 2020 Filed Feb 19, 2020 16:24 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	2,470	$11.64	$28,750.80	Disclosure SEC source: 0000821127-20-000036 · wf-form4_158214744624414.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,039.726 Read SEC document
January 15, 2020 Filed Jan 17, 2020 22:00 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	3,310	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-20-004064 · doc4.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,871 F1 · price: Common Shares issued as director's fees using January 15, 2020 closing price of $60.41. Read SEC document
November 15, 2019 Filed Nov 19, 2019 16:31 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	2,489	$11.55	$28,747.95	Disclosure SEC source: 0000821127-19-000128 · wf-form4_157419909039944.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,569.726 Read SEC document
August 15, 2019 Filed Aug 16, 2019 17:03 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	2,775.1	$10.36	$28,750.04	Disclosure SEC source: 0001628280-19-010886 · wf-form4_156598938932760.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,080.726 Read SEC document
May 15, 2019 Filed May 17, 2019 16:40 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	2,031	$11.08	$22,503.48	Disclosure SEC source: 0000821127-19-000078 · wf-form4_155812561660051.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,305.626 Read SEC document
March 15, 2019 Filed Mar 19, 2019 21:23 UTC	AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686	GrantCommon Shares	1,561	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-19-020387 · doc4.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 F1 · price: Common Shares issued as director's fees using March 15, 2019 closing price of $57.36. Read SEC document
February 15, 2019 Filed Feb 20, 2019 16:13 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,878	$11.98	$22,498.44	Disclosure SEC source: 0000821127-19-000012 · wf-form4_155069716689931.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,274.626 Read SEC document
November 15, 2018 Filed Nov 19, 2018 16:43 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,741.49	$12.92	$22,500.05	Disclosure SEC source: 0000821127-18-000135 · wf-form4_154266379907648.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,396.626 Read SEC document
August 15, 2018 Filed Aug 16, 2018 17:12 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,606.68	$14.00	$22,499.95	Disclosure SEC source: 0000821127-18-000110 · wf-form4_153445390575743.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,655.136 Read SEC document
May 15, 2018 Filed May 17, 2018 16:54 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,340.88	$16.78	$22,499.97	Disclosure SEC source: 0000821127-18-000070 · wf-form4_152659046301733.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,048.456 Read SEC document
February 15, 2018 Filed Feb 15, 2018 16:51 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,494.22	$15.06	$22,499.96	Disclosure SEC source: 0000821127-18-000034 · wf-form4_151873147575480.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,707.576 Read SEC document
November 15, 2017 Filed Nov 16, 2017 17:04 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,450.58	$15.51	$22,499.95	Disclosure SEC source: 0000821127-17-000092 · wf-form4_151086985065361.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,212.62 Read SEC document
August 15, 2017 Filed Aug 16, 2017 16:22 UTC	BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583	GrantCommon Stock	1,492.64	$15.07	$22,500.06	Disclosure SEC source: 0000821127-17-000073 · wf-form4_150291494349010.xml · nonDerivative · entry 1 Zlatkus Lizabeth H · CIK 0001403480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,762.04 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.