Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amerant Bancorp Inc.AMTB · Entity 4887 | Director | June 02, 2026 | June 04, 2026 |
| Patriot Acquisition Corp./CIPTAC · Entity 6252 | Director · Chief Executive 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.
Amerant Bancorp Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,885 |
Reported balance
After 2026-06-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 2,885 · Balance 2,885 F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F2: On June 2, 2026, the reporting person was granted 2,885 RSUs. Such RSU award will vest on the first anniversary of the date of the grant, provided that the reporting person remains in continuous service of the Company as a Director through the annual meeting of the shareholders of the Company to be held in 2027 or through the first anniversary of the date of grant. Each RSU represents a right to receive one share of Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock.
F2: On June 2, 2026, the reporting person was granted 2,885 RSUs. Such RSU award will vest on the first anniversary of the date of the grant, provided that the reporting person remains in continuous service of the Company as a Director through the annual meeting of the shareholders of the Company to be held in 2027 or through the first anniversary of the date of grant. Each RSU represents a right to receive one share of Class A Common Stock upon vesting.
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. Kopnisky acquired 200,000 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. Kopnisky acquired 200,000 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 (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STERLING BANCORP
Report date January 31, 2022 · Filed February 02, 2022
Section 16 reporting ended · disclosed 2022-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSpouse | 0 |
Reported balance
After 2022-01-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-01-31 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Disposed of pursuant to the Merger Agreement, for total stock consideration of 4,630 shares of new Webster common stock, as further described above. |
| Common StockSEC Table I · non-derivative | IndirectJoint with Spouse | 0 |
Reported balance
After 2022-01-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-01-31 · Disposition to issuer · Disposed 4,461 · Balance 0 F2: Disposed of pursuant to the Merger Agreement, for total stock consideration of 2,065 shares of new Webster common stock, as further described above. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-31 transaction · row 3
1 source rowRow 3 · 2022-01-31 · Disposition to issuer · Disposed 868,839.53 · Balance 0 F3: Includes 100,841 restricted stock awards of the Issuer (the "Issuer RSAs") and 254,156 performance stock awards of the Issuer (the "Issuer PSAs"). F4: Disposed of pursuant to the Merger Agreement between Issuer and Webster Financial Corporation ("Webster"), dated April 18, 2021 (the "Merger Agreement"), for total stock consideration of 402,272 shares of new Webster common stock. Pursuant to the terms of the Merger Agreement, at the effective time of the merger between Issuer and Webster (the "Effective Time"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.4630 shares of Webster common stock. All fractional share holdings were paid in cash. The Merger closed on January 31, 2022. On January 31, 2022, the closing price of the Issuer was $26.29, and the closing price of Webster was $56.81. F5: Pursuant to the terms of the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by Webster and converted into a restricted stock award of Webster with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms) and the Issuer PSAs were assumed by Webster and converted into a time-based restricted stock award with performance goals deemed to have been satisfied at the higher of target and actual performance, both relating to the number of shares of Webster common stock equal to the product of (A) the number of shares of issuer common stock subject to such Issuer RSUs immediately prior to the Effective Time, multiplied by (B) the Exchange Ratio, with any fractional shares rounded paid in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Merger Agreement, for total stock consideration of 4,630 shares of new Webster common stock, as further described above.
F2: Disposed of pursuant to the Merger Agreement, for total stock consideration of 2,065 shares of new Webster common stock, as further described above.
F3: Includes 100,841 restricted stock awards of the Issuer (the "Issuer RSAs") and 254,156 performance stock awards of the Issuer (the "Issuer PSAs").
F4: Disposed of pursuant to the Merger Agreement between Issuer and Webster Financial Corporation ("Webster"), dated April 18, 2021 (the "Merger Agreement"), for total stock consideration of 402,272 shares of new Webster common stock. Pursuant to the terms of the Merger Agreement, at the effective time of the merger between Issuer and Webster (the "Effective Time"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.4630 shares of Webster common stock. All fractional share holdings were paid in cash. The Merger closed on January 31, 2022. On January 31, 2022, the closing price of the Issuer was $26.29, and the closing price of Webster was $56.81.
F5: Pursuant to the terms of the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by Webster and converted into a restricted stock award of Webster with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms) and the Issuer PSAs were assumed by Webster and converted into a time-based restricted stock award with performance goals deemed to have been satisfied at the higher of target and actual performance, both relating to the number of shares of Webster common stock equal to the product of (A) the number of shares of issuer common stock subject to such Issuer RSUs immediately prior to the Effective Time, multiplied by (B) the Exchange Ratio, with any fractional shares rounded paid in cash.
WEBSTER FINANCIAL CORP
Report date January 31, 2024 · Filed February 01, 2024
Section 16 reporting ended · disclosed 2024-02-01. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| February 27, 2018 Filed Mar 1, 2018 18:13 UTC | STERLING BANCORP STL · Entity 130861 | GrantCommon Stock, $.01 par value per share | 47,643 | $23.55 | $1,121,992.65 |
DisclosureSEC source: 0001209191-18-015195 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,109.53 F1 · kind: Grant of Restricted Stock subject to time-based vesting in three equal installments starting on February 27, 2019. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:03 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 3,053 | $24.10 | $73,577.30 |
DisclosureSEC source: 0001209191-18-012575 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,466.53 F1 · kind: Represents payment of tax liability due to vesting of time-based Restricted Stock Award. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 17:57 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 2,819 | $23.70 | $66,810.30 |
DisclosureSEC source: 0001209191-18-010959 · doc4.xml · nonDerivative · entry 2 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,519.53 F1 · kind: Represents payment of tax liability due to vesting of time-based Restricted Stock Award. Read SEC document |
| January 29, 2018 Filed Feb 16, 2018 17:57 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 4,426 | $25.20 | $111,535.20 |
DisclosureSEC source: 0001209191-18-010959 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,338.53 F1 · kind: Represents payment of tax liability due to vesting of time-based Restricted Stock Award. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 15:52 UTC | STERLING BANCORP STL · Entity 130861 | Exercise / conversionEmployee Stock Option (Incentive Stock Option) · Derivative | 33,333 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058421 · doc4.xml · derivative · entry 5 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,333 shares Expires 2022-11-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 33,333 shares, became exercisable in three equal annual installments beginning on 11/20/2013, which was the first anniversary of the date on which the option was granted. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 15:52 UTC | STERLING BANCORP STL · Entity 130861 | Exercise / conversionNon Qualified Stock Option (right to buy) · Derivative | 20,767 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058421 · doc4.xml · derivative · entry 4 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,767 shares Expires 2022-11-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option, representing a right to purchase a total of 20,767 shares, became exercisable in three equal annual installments beginning on 11/20/2013, which was the first anniversary of the date on which the option was granted. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 15:52 UTC | STERLING BANCORP STL · Entity 130861 | SaleCommon Stock, $.01 par value per share | 54,100 | $24.71 | $1,336,811.00 |
DisclosureSEC source: 0001209191-17-058421 · doc4.xml · nonDerivative · entry 3 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,764.53 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.65 to $24.75 inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 2 to this Form 4. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 15:52 UTC | STERLING BANCORP STL · Entity 130861 | Exercise / conversionCommon Stock, $.01 par value per share | 54,100 | $9.00 | $486,900.00 |
DisclosureSEC source: 0001209191-17-058421 · doc4.xml · nonDerivative · entry 2 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,864.53 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. Read SEC document |
| October 23, 2017 Filed Oct 31, 2017 15:52 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 4,223 | $24.70 | $104,308.10 |
DisclosureSEC source: 0001209191-17-058421 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,764.53 F1 · kind: Represents payment of tax liability due to vesting of time-based Restricted Stock Award. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:26 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 3,320 | $25.10 | $83,332.00 |
DisclosureSEC source: 0001209191-17-013500 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,987.53 F1 · kind: Represents payment of tax liability due to vesting of time-based restricted stock. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 18:04 UTC | STERLING BANCORP STL · Entity 130861 | GrantCommon Stock, $.01 par value per share | 24,691 | $24.30 | $599,991.30 |
DisclosureSEC source: 0001209191-17-011644 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,307.53 F1 · kind: Grant of Restricted Stock subject to time-based vesting in three equal installments starting on February 14, 2018. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 14:03 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 4,806 | $23.70 | $113,902.20 |
DisclosureSEC source: 0001209191-17-006603 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,616.53 F1 · kind: Represents payment of tax liability due to vesting of time-based stock. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 20:57 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 5,564 | $22.40 | $124,633.60 |
DisclosureSEC source: 0001209191-16-151057 · doc4.xml · nonDerivative · entry 2 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,422.53 F2 · kind: Represents payment of tax liability due to vesting of time-based Performance Share Award. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 20:57 UTC | STERLING BANCORP STL · Entity 130861 | GrantCommon Stock, $.01 par value per share | 14,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151057 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,986.53 F1 · kind: Represents vesting of time-based Performance Share Award. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 15:55 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 1,475 | $17.50 | $25,812.50 |
DisclosureSEC source: 0001209191-16-146970 · doc4.xml · nonDerivative · entry 2 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,048.53 F1 · kind: Represents payment of tax liability due to vesting of time-based restricted stock. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 15:55 UTC | STERLING BANCORP STL · Entity 130861 | Tax withholdingCommon Stock, $.01 par value per share | 4,223 | $17.50 | $73,902.50 |
DisclosureSEC source: 0001209191-16-146970 · doc4.xml · nonDerivative · entry 1 KOPNISKY JACK L · CIK 0001232430 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,523.53 F1 · kind: Represents payment of tax liability due to vesting of time-based restricted stock. 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.