Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACI WORLDWIDE, INC.ACIW · Entity 3881 | Director | June 18, 2025 | June 23, 2025 |
| ALERUS FINANCIAL CORPALRS · Entity 40 | Director | May 22, 2026 | May 27, 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.
ACI WORLDWIDE, INC.
Report date June 18, 2025 · Filed June 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,631 |
Reported balance
After 2025-06-18 transaction · row 1
1 source rowRow 1 · 2025-06-18 · Sale · Disposed 4,500 · Balance 77,631 F1: Upon request, the reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon request, the reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
ALERUS FINANCIAL CORP
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,841 |
Reported balance
After 2026-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 1,772 · Balance 14,841 F1: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2: Includes 1,772 shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan.
F2: Includes 1,772 shares of restricted stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 22, 2026 Filed May 27, 2026 20:16 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-018555 · rdgdoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,841 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2 · shares: Includes 1,772 shares of restricted stock. F2 · balance_after: Includes 1,772 shares of restricted stock. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 10:40 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | SaleCommon Stock | 4,500 | $44.66 | $200,970.00 |
DisclosureSEC source: 0001952333-25-000065 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,631 F1 · price: Upon request, the reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 23:33 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 5,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001952333-25-000040 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,131 F1 · shares: Represents shares of restricted stock units awarded pursuant to the Company's 2020 Equity and Performance Incentive Plan, as amended. The restricted shares vest on the earlier to occur of (i) anniversary of the date of grant, (ii) the day immediately prior to the date of the Company's next annual meeting of the stockholders, or (iii) a change in control of the Company. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:36 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-018517 · rdgdoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,069 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2 · shares: Includes 2,354 shares of restricted stock. F2 · balance_after: Includes 2,354 shares of restricted stock. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 20:57 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 7,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001952333-24-000044 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,788 F1 · shares: Represents shares of restricted stock units awarded pursuant to the Company's 2020 Equity and Performance Incentive Plan, as amended. The restricted shares vest on the earlier to occur of (i) anniversary of the date of grant, (ii) the day immediately prior to the date of the Company's next annual meeting of the stockholders, or (iii) a change in control of the Company. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:34 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon stock | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-064737 · tm2415142-5_4seq1.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,715 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2 · shares: Includes 2,559 shares of restricted stock. F2 · balance_after: Includes 2,559 shares of restricted stock. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:36 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 10,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001952333-23-000036 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,594 F1 · shares: Represents shares of restricted stock units awarded pursuant to the Company's 2020 Equity and Performance Incentive Plan, as amended. The restricted shares vest on the earlier to occur of (i) anniversary of the date of grant, (ii) the day immediately prior to the date of the Company's next annual meeting of the stockholders, or (iii) a change in control of the Company. Read SEC document |
| May 11, 2023 Filed May 12, 2023 19:59 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 2,200 | $13.39 | $29,447.00 |
DisclosureSEC source: 0001104659-23-059696 · tm2315664-1_4seq1.xml · nonDerivative · entry 2 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,156 Read SEC document |
| May 11, 2023 Filed May 12, 2023 19:59 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 1,517 | $13.44 | $20,388.48 |
DisclosureSEC source: 0001104659-23-059696 · tm2315664-1_4seq1.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,956 Read SEC document |
| May 08, 2023 Filed May 12, 2023 19:56 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-059692 · tm2315664-2_4seq1.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,439 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 21:06 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 9,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001269847-22-000025 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,600 F1 · shares: Represents shares of restricted stock awarded on August 9, 2022 pursuant to the Company's 2020 Equity and Performance Incentive Plan. The restricted shares shall vest, and the restricted period for such restricted shares shall expire, (i) on the earlier to occur of the date which is one year following the date of grant or the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring following the date of grant, or (ii) a change in control of the Company. Read SEC document |
| May 11, 2022 Filed Feb 2, 2023 19:21 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-009813 · tm235177-4_5seq1.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 F1 · shares: All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. F2 · balance_after: Indicates the total number of shares of common stock owned directly by Ms. Estep as of December 31, 2022. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 20:16 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-139875 · tm2133071d1_4seq1.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · shares: All 500 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 20:25 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | SaleCommon Stock | 12,800 | $38.84 | $497,120.00 |
DisclosureSEC source: 0001269847-21-000033 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,933 F1 · price: The sale price ranged from $38.774 to $38.88, with a weighted average sale price of $38.837504. Upon request, the reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 21:22 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 6,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001269847-21-000025 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,733 F1 · shares: Represents shares of restricted stock awarded on June 2, 2021 pursuant to the Company's 2020 Equity and Performance Incentive Plan. The restricted shares shall vest, and the restricted period for such restricted shares shall expire, (i) on the earlier to occur of the date which is one year following the date of grant or the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring following the date of grant, or (ii) a change in control of the Company. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:17 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 8,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001269847-20-000031 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,293 F1 · shares: Represents shares of restricted stock awarded on June 9, 2020 pursuant to the Company's 2020 Equity and Performance Incentive Plan. The restricted shares shall vest and the restricted period for such restricted shares shall expire on the earlier to occur of (i) the date which is one year following the date of grant and (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring following the date of grant. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:36 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 7,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001269847-19-000011 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,456 F1 · shares: Represents shares of restricted stock awarded on June 11, 2019 pursuant to the Company's 2016 Equity and Performance Incentive Plan. The restricted shares shall vest and the restricted period for such restricted shares shall expire on the earlier to occur of (i) the date which is one year following the date of grant and (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring following the date of grant. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 19:55 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 9,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001269847-18-000020 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,883 F1 · shares: Represents shares of restricted stock awarded on June 12, 2018 pursuant to the Company's 2016 Equity and Performance Incentive Plan. The restricted shares shall vest and the restricted period for such restricted shares shall expire on the earlier to occur of (i) the date which is one year following the date of grant and (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring following the date of grant. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 18:53 UTC | ACI WORLDWIDE, INC. ACIW · Entity 3881 | GrantCommon Stock | 11,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001269847-17-000021 · edgardoc.xml · nonDerivative · entry 1 ESTEP JANET O · CIK 0001657129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,163 F1 · shares: Represents shares of restricted stock awarded on June 14, 2017 pursuant to the Company's 2016 Equity and Performance Incentive Plan. The restricted shares shall vest and the restricted period for such restricted shares shall expire on the earlier to occur of (i) the date which is one year following the date of grant and (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company occurring following the date of grant. 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.