Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AvePoint, Inc.APXTU · Entity 746 | Director | September 16, 2019 | September 17, 2019 |
| BOSTON PRIVATE FINANCIAL HOLDINGS INCBPFH · Entity 137583 | Director | February 15, 2018 | February 15, 2018 |
| MITEK SYSTEMS INCMITK · Entity 5119 | Director | March 03, 2026 | March 05, 2026 |
| Walker & Dunlop, Inc.WD · Entity 4737 | Director | May 19, 2026 | May 21, 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.
AvePoint, Inc.
Report date September 16, 2019 · Filed September 17, 2019
This filing explicitly reported no securities owned.
BOSTON PRIVATE FINANCIAL HOLDINGS INC
Report date February 15, 2018 · Filed February 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,782.55 |
Reported balance
After 2018-02-15 transaction · row 1
1 source rowRow 1 · 2018-02-15 · Grant · Acquired 996.15 · Balance 14,782.55 |
MITEK SYSTEMS INC
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,732 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 11,448 · Balance 89,732 F1: Represents restricted stock units granted on March 3, 2026. This award is the annual equity grant that the Issuer makes to its non-employee directors as part of the director compensation program in connection with its annual meeting of stockholders. Shares subject to the award vest at the later of the date of the next Annual Shareholders Meeting or one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on March 3, 2026. This award is the annual equity grant that the Issuer makes to its non-employee directors as part of the director compensation program in connection with its annual meeting of stockholders. Shares subject to the award vest at the later of the date of the next Annual Shareholders Meeting or one year after the date of grant.
Walker & Dunlop, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,096 |
Reported balance
After 2026-05-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 3,096 · Balance 3,096 F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer.
F2: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan.
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 19, 2026 Filed May 21, 2026 21:27 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 3,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-065264 · tm2615341-7_4seq1.xml · derivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 Underlying: Common Stock · 3,096 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:15 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Exercise / conversionDeferred Stock Units · Derivative | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-029471 · tm268963-1_4seq1.xml · derivative · entry 2 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,381 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 deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units are fully vested and were settled in shares of the Issuer's common stock on March 13, 2026 pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.expiration_date: The deferred stock units are fully vested and were settled in shares of the Issuer's common stock on March 13, 2026 pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:15 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Exercise / conversionCommon Stock | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-029471 · tm268963-1_4seq1.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,658 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 |
| March 03, 2026 Filed Mar 4, 2026 21:15 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | PurchaseCommon Stock | 500 | $46.96 | $23,480.00 |
DisclosureSEC source: 0001104659-26-023466 · tm267893-2_4seq1.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,277 Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:14 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 11,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-015192 · wk-form4_1772745248.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,732 F1 · shares: Represents restricted stock units granted on March 3, 2026. This award is the annual equity grant that the Issuer makes to its non-employee directors as part of the director compensation program in connection with its annual meeting of stockholders. Shares subject to the award vest at the later of the date of the next Annual Shareholders Meeting or one year after the date of grant. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:19 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantCommon Stock | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044594 · tm2514022-6_4seq1.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,777 F1 · shares: Represents shares of common stock granted to the reporting person, which are subject to the terms of the Walker & Dunlop, Inc. 2024 Equity Incentive Plan. The shares of restricted common stock vest on the one-year anniversary of the grant date. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:00 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Exercise / conversionDeferred Stock Units · Derivative | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-025102 · tm259620-1_4seq1.xml · derivative · entry 2 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 992 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 deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units are fully vested and were settled in shares of the Issuer's common stock on March 15, 2025 pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.expiration_date: The deferred stock units are fully vested and were settled in shares of the Issuer's common stock on March 15, 2025 pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:00 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Exercise / conversionCommon Stock | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-025102 · tm259620-1_4seq1.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,752 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 |
| March 04, 2025 Filed Mar 7, 2025 00:48 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 18,744 | $9.07 | $170,008.08 |
DisclosureSEC source: 0000807863-25-000047 · wk-form4_1741308523.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,284 F1 · shares: Represents restricted stock units granted on March 4, 2025. This award is the annual equity grant that the Issuer makes to its non-employee directors in connection with its annual meeting of stockholders. Shares subject to the award vest at the later of the date of the next Annual Shareholders Meeting or one year after the date of grant. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:13 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 20,988 | $8.10 | $170,002.80 |
DisclosureSEC source: 0000807863-24-000095 · wk-form4_1726172024.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,540 F1 · shares: Represents restricted stock units granted on September 10, 2024. This award is the annual equity grant that the Issuer makes to its non-employee directors in connection with its annual meeting of stockholders, which had been significantly delayed for this past fiscal year. Shares subject to the award vest at the earlier of the date of the next Annual Shareholders Meeting or one year after the date of grant. Read SEC document |
| June 07, 2024 Filed Jun 8, 2024 01:04 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | SaleCommon Stock | 16,839 | $12.46 | $209,813.94 |
DisclosureSEC source: 0000807863-24-000068 · wk-form4_1717808664.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,552 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.22 - $12.67, inclusive. The reporting person undertakes to provide to Mitek Systems, Inc., any security holder of Mitek Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 02, 2024 Filed May 6, 2024 20:36 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantCommon Stock | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-057480 · tm2413610-6_4seq1.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,760 F1 · shares: Represents shares of common stock granted to the reporting person, which are subject to the terms of the Walker & Dunlop, Inc. 2024 Equity Incentive Plan. The shares of restricted common stock vest on the one-year anniversary of the grant date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:08 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Exercise / conversionDeferred Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-036210 · tm248582-9_4seq1.xml · derivative · entry 2 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 169 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 deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units are fully vested and were settled in shares of the Issuer's common stock on March 15, 2024 pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.expiration_date: The deferred stock units are fully vested and were settled in shares of the Issuer's common stock on March 15, 2024 pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:08 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Exercise / conversionCommon Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-036210 · tm248582-9_4seq1.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169 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 |
| November 02, 2023 Filed Nov 6, 2023 21:56 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 14,098 | $10.64 | $150,002.72 |
DisclosureSEC source: 0000807863-23-000126 · wk-form4_1699307775.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,391 F1 · shares: Represents restricted stock units granted on November 2, 2023. This award is the annual equity grant that the Issuer makes to its non-employee directors in connection with its annual meeting of stockholders, which had been significantly delayed for this past fiscal year. Shares subject to the award vest on the date of the next Annual Shareholders Meeting. Read SEC document |
| May 04, 2023 Filed May 8, 2023 21:38 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 2,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-057284 · tm2315011-6_4seq1.xml · derivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303 Underlying: Common Stock · 2,303 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:33 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-057574 · tm2214883-6_4seq1.xml · derivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,381 Underlying: Common Stock · 1,381 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 01:32 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 10,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000807863-22-000033 · wf-form4_164635753882587.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,293 F1 · shares: Represents restricted stock units granted on March 2, 2022. Shares subject to the award vest on the first anniversary of the grant date. Read SEC document |
| May 06, 2021 Filed May 10, 2021 21:00 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-063959 · tm2115746-2_4seq1.xml · derivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 992 Underlying: Common Stock · 992 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:32 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-032771 · tm217076-12_4seq1.xml · derivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169 Underlying: Common Stock · 169 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on May 14, 2021 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Management Deferred Stock Unit Purchase Plan, as amended (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on May 14, 2021 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Management Deferred Stock Unit Purchase Plan, as amended (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 03, 2021 Filed Mar 19, 2021 22:36 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 7,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000807863-21-000030 · wf-form4_161619334348651.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,225 F1 · shares: Represents restricted stock units granted on March 3, 2021. Shares subject to the award vest on the first anniversary of the grant date. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 01:16 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 2,836 | $0.00 | $0.00 |
DisclosureSEC source: 0000807863-20-000105 · wf-form4_160566217834347.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,363 F1 · shares: Represents restricted stock units granted on November 16, 2020. Shares subject to the award vest on March 3, 2021. Currently, the Company provides its outside directors with $125,000 in annual equity compensation which generally is granted in November of each year. This year, in order to better align each Director's equity compensation with their annual term of service, the Company will make a pro-rata equity grant of $37,000, which is intended to compensate each director for the period beginning November 16, 2020 and ending March 3, 2021 (the anticipated date of our annual stockholder meeting date). Following the annual stockholder meeting, the Company will then resume it's normal equity granting practice, with the vesting term to commence upon election to the board at such meeting and ending upon the next year's annual meeting date. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 23:12 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 17,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000807863-19-000067 · wf-form4_157411872648859.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,527 F1 · shares: Represents restricted stock units granted on November 15, 2019. Shares subject to the award vest on the first anniversary of the grant date. Read SEC document |
| February 15, 2018 Filed Feb 15, 2018 16:48 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 996.15 | $15.06 | $15,000.03 |
DisclosureSEC source: 0000821127-18-000026 · wf-form4_151873128618680.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,782.55 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 17:57 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | SaleCommon Stock | 2,334 | $15.48 | $36,118.65 |
DisclosureSEC source: 0000821127-18-000008 · wf-form4_151683460983006.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,786.4 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 17:06 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 967.06 | $15.51 | $15,000.07 |
DisclosureSEC source: 0000821127-17-000100 · wf-form4_151086998179746.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,120.4 Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 16:21 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 995.09 | $15.07 | $14,999.99 |
DisclosureSEC source: 0000821127-17-000069 · wf-form4_150291486622570.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,153.34 Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:58 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 965 | $15.54 | $14,992.24 |
DisclosureSEC source: 0000821127-17-000047 · wf-form4_149505471851585.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,158.25 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 16:07 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 885 | $16.95 | $15,002.52 |
DisclosureSEC source: 0000821127-17-000017 · wf-form4_148727924717312.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,193.25 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 16:26 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 491 | $15.28 | $7,502.48 |
DisclosureSEC source: 0000821127-16-000244 · wf-form4_147933156119171.xml · nonDerivative · entry 1 Wells Donna · CIK 0001613921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,308.25 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.