Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | 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.
NBT BANCORP INC
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Direct | 71,705 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 1,050 · Balance 71,705 F1: Acquired pursuant to the NBT Bancorp Inc. 2024 Omnibus Incentive Plan. Each outside director is entitled to receive an annual retainer for Board service in the form of restricted stock units of the Company's common stock that vest in one year. |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Indirectby Trust | 2,133 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,133 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to the NBT Bancorp Inc. 2024 Omnibus Incentive Plan. Each outside director is entitled to receive an annual retainer for Board service in the form of restricted stock units of the Company's common stock that vest in one year.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVANS BANCORP INC
Report date April 30, 2025 · Filed May 02, 2025
Section 16 reporting ended · disclosed 2025-05-02. 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 2025-05-02 transaction · row 1
1 source rowRow 1 · 2025-05-02 · Disposition to issuer · Disposed 115,230.54 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of September 9, 2024 (the "Merger Agreement"), between the Issuer and NBT Bancorp, Inc., each issued and outstanding share of Issuer common stock was converted into the right to receive 0.91 shares of NBT Bancorp, Inc. common stock (subject to the payment of cash in lieu of fractional shares). |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $25.00 · Expires 2026-03-16 | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-30 · Disposition to issuer · Disposed 2,692 · Balance 0 F3: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option. F2: The options were fully vested and exercisable. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $39.50 · Expires 2027-03-22 | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-30 · Disposition to issuer · Disposed 1,909 · Balance 0 F4: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration. F2: The options were fully vested and exercisable. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $45.20 · Expires 2028-03-20 | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-30 · Disposition to issuer · Disposed 4,520 · Balance 0 F4: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration. F2: The options were fully vested and exercisable. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $36.12 · Expires 2029-04-15 | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-04-30 · Disposition to issuer · Disposed 3,376 · Balance 0 F3: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option. F2: The options were fully vested and exercisable. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $25.51 · Expires 2030-11-17 | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-04-30 · Disposition to issuer · Disposed 6,961 · Balance 0 F3: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option. F5: Stock options vest at a rate of 20% per year commencing on November 17, 2021. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $39.06 · Expires 2031-11-16 | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-04-30 · Disposition to issuer · Disposed 3,821 · Balance 0 F4: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration. F6: Stock options vest at a rate of 25% per year commencing on November 16, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of September 9, 2024 (the "Merger Agreement"), between the Issuer and NBT Bancorp, Inc., each issued and outstanding share of Issuer common stock was converted into the right to receive 0.91 shares of NBT Bancorp, Inc. common stock (subject to the payment of cash in lieu of fractional shares).
F2: The options were fully vested and exercisable.
F3: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option.
F4: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration.
F5: Stock options vest at a rate of 20% per year commencing on November 17, 2021.
F6: Stock options vest at a rate of 25% per year commencing on November 16, 2022.
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 16:04 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000790359-26-000043 · edgardoc.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,705 F1 · shares: Acquired pursuant to the NBT Bancorp Inc. 2024 Omnibus Incentive Plan. Each outside director is entitled to receive an annual retainer for Board service in the form of restricted stock units of the Company's common stock that vest in one year. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 14:41 UTC | NBT BANCORP INC NBTB · Entity 4320 | GiftNBT Bancorp Inc. Common Stock | 12,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000790359-25-000003 · edgardoc.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,655 Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 21:17 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 19,603 | $43.42 | $851,103.45 |
DisclosureSEC source: 0001690001-25-000047 · edgardoc.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,910 F1 · price: The sale price is an average of 19,603 shares sold at prices between 43.32 and 43.54. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 13:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | GiftNBT Bancorp Inc. Common Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-25-000043 · edgardoc.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,513 Read SEC document |
| May 02, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerCommon Stock | 115,230.54 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of September 9, 2024 (the "Merger Agreement"), between the Issuer and NBT Bancorp, Inc., each issued and outstanding share of Issuer common stock was converted into the right to receive 0.91 shares of NBT Bancorp, Inc. common stock (subject to the payment of cash in lieu of fractional shares). Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerStock Options · Derivative | 3,821 | Not disclosed Strike: $39.06 | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · derivative · entry 7 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,821 shares Expires 2031-11-16 F4 · price: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration. F6 · derivative.exercise_date: Stock options vest at a rate of 25% per year commencing on November 16, 2022. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerStock Options · Derivative | 6,961 | Not disclosed Strike: $25.51 | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · derivative · entry 6 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,961 shares Expires 2030-11-17 F3 · price: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option. F5 · derivative.exercise_date: Stock options vest at a rate of 20% per year commencing on November 17, 2021. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerStock Options · Derivative | 3,376 | Not disclosed Strike: $36.12 | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · derivative · entry 5 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,376 shares Expires 2029-04-15 F3 · price: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option. F2 · derivative.exercise_date: The options were fully vested and exercisable. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerStock Options · Derivative | 4,520 | Not disclosed Strike: $45.20 | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · derivative · entry 4 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,520 shares Expires 2028-03-20 F4 · price: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration. F2 · derivative.exercise_date: The options were fully vested and exercisable. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerStock Options · Derivative | 1,909 | Not disclosed Strike: $39.50 | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · derivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,909 shares Expires 2027-03-22 F4 · price: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), that had a per share exercise price equal to or greater than the per share consideration price ($38.59) was cancelled for no consideration. F2 · derivative.exercise_date: The options were fully vested and exercisable. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:07 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerStock Options · Derivative | 2,692 | Not disclosed Strike: $25.00 | Not disclosed |
DisclosureSEC source: 0001437749-25-014345 · rdgdoc.xml · derivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,692 shares Expires 2026-03-16 F3 · price: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($38.59), multiplied by the number of shares subject to such option. F2 · derivative.exercise_date: The options were fully vested and exercisable. Read SEC document |
| April 23, 2025 Filed Apr 23, 2025 17:24 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 4,999 | $38.10 | $190,472.90 |
DisclosureSEC source: 0001593968-25-000527 · primary_01.xml · nonDerivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,521.76 Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 17:24 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionPerformance Stock Unit · Derivative | 5,440 | $35.94 | $195,513.60 |
DisclosureSEC source: 0001593968-25-000527 · primary_01.xml · derivative · entry 5 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,440 Underlying: Common Stock · 5,440 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The reporting person was granted 5,440 performance stock units subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The vest period was accelerated and the shares vested at 100% of target, resulting in the vesting of 5,440 shares of restricted stock, and were transferred to the executive on 4/21/2025. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 17:24 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Units · Derivative | 7,470 | $35.94 | $268,471.80 |
DisclosureSEC source: 0001593968-25-000527 · primary_01.xml · derivative · entry 4 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,470 Underlying: Common Stock · 7,470 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The reporting person was granted 12,401 restricted stock units. The 7,470 shares in this event have been accelerated and will be the final vesting for this grant type. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 17:24 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 7,470 | $35.94 | $268,471.80 |
DisclosureSEC source: 0001593968-25-000527 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,520.76 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 |
| April 21, 2025 Filed Apr 23, 2025 17:24 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 5,440 | $35.94 | $195,513.60 |
DisclosureSEC source: 0001593968-25-000527 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,050.76 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 24, 2025 Filed Mar 25, 2025 10:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 368 | $39.31 | $14,464.46 |
DisclosureSEC source: 0001593968-25-000409 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,610.76 Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 10:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Unit · Derivative | 798 | $38.71 | $30,890.58 |
DisclosureSEC source: 0001593968-25-000409 · primary_01.xml · derivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 798 Underlying: Common Stock · 798 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 21, 2023, the reporting person was granted 2,394 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 10:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 798 | $38.71 | $30,890.58 |
DisclosureSEC source: 0001593968-25-000409 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,978.76 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 20, 2025 Filed Mar 21, 2025 10:57 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 1,638 | $39.30 | $64,376.51 |
DisclosureSEC source: 0001593968-25-000402 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,180.76 Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 10:57 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Unit · Derivative | 3,335 | $39.52 | $131,799.20 |
DisclosureSEC source: 0001593968-25-000402 · primary_01.xml · derivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,335 Underlying: Common Stock · 3,335 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 19, 2024, the reporting person was granted 3,335 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 10:57 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 3,335 | $39.52 | $131,799.20 |
DisclosureSEC source: 0001593968-25-000402 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,818.76 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 18, 2025 Filed Mar 19, 2025 16:13 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 593 | $39.03 | $23,146.45 |
DisclosureSEC source: 0001593968-25-000374 · primary_01.xml · nonDerivative · entry 4 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,483.76 Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 16:13 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 330 | $39.03 | $12,880.82 |
DisclosureSEC source: 0001593968-25-000374 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,806.76 Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 16:13 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionPerformance Stock Units · Derivative | 1,270 | $39.01 | $49,542.70 |
DisclosureSEC source: 0001593968-25-000374 · primary_01.xml · derivative · entry 6 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270 Underlying: Common Stock · 1,270 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. F5 · derivative.exercise_price: Performance stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On March 15, 2022, the reporting person was granted performance stock units, the earned units represent 60% of the total units granted F4 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 16:13 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 1,270 | $39.01 | $49,542.70 |
DisclosureSEC source: 0001593968-25-000374 · primary_01.xml · nonDerivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,076.76 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 17, 2025 Filed Mar 19, 2025 16:13 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 706 | $39.01 | $27,541.06 |
DisclosureSEC source: 0001593968-25-000374 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,136.76 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 15, 2025 Filed Mar 19, 2025 16:13 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Unit · Derivative | 706 | $39.01 | $27,541.06 |
DisclosureSEC source: 0001593968-25-000374 · primary_01.xml · derivative · entry 5 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 706 Underlying: Common Stock · 706 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: No exercisable date for this type of award F3 · derivative.exercise_date: On March 15, 2022, the reporting person was granted 2,118 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 14:28 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 1,434 | $0.00 Strike: $24.72 | $0.00 |
DisclosureSEC source: 0001593968-25-000366 · primary_01.xml · derivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,434 Underlying: Common Stock · 1,434 shares Expires 2025-03-17 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 13, 2025 Filed Mar 13, 2025 14:28 UTC | EVANS BANCORP INC EVBN · Entity 80252 | SaleCommon Stock | 1,434 | $38.81 | $55,655.26 |
DisclosureSEC source: 0001593968-25-000366 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,430.76 Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 14:28 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 1,434 | $24.72 | $35,448.48 |
DisclosureSEC source: 0001593968-25-000366 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,864.76 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 1,469 | $0.00 Strike: $39.06 | $0.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · derivative · entry 18 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490 Underlying: Common Stock · 1,469 shares Expires 2031-11-16 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 5,139 | $0.00 Strike: $25.51 | $0.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · derivative · entry 17 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,285 Underlying: Common Stock · 5,139 shares Expires 2030-11-17 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 3,224 | $0.00 Strike: $36.12 | $0.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · derivative · entry 16 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,224 shares Expires 2029-04-15 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 5,286 | $0.00 Strike: $24.72 | $0.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · derivative · entry 15 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,286 shares Expires 2025-03-17 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 5,608 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · derivative · entry 14 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,608 shares Expires 2026-03-16 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 2,241 | $0.00 Strike: $39.50 | $0.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · derivative · entry 13 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,241 shares Expires 2027-03-22 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 1,301 | $44.15 | $57,439.15 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 12 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,430.76 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 1,469 | $39.06 | $57,379.14 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 11 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,731.76 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,971 | $44.15 | $131,169.65 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 10 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,262.76 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 5,139 | $25.51 | $131,095.89 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 9 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,233.76 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,639 | $44.15 | $116,511.85 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 8 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,094.76 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 3,224 | $36.12 | $116,450.88 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 7 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,733.76 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,962 | $44.15 | $130,772.30 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 6 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,509.76 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 5,286 | $24.72 | $130,669.92 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 5 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,471.76 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 3,177 | $44.15 | $140,264.55 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 4 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,185.76 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 5,608 | $25.00 | $140,200.00 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,362.76 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 |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,006 | $44.15 | $88,564.90 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,754.76 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 14:16 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 2,241 | $39.50 | $88,519.50 |
DisclosureSEC source: 0001593968-24-001465 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,760.76 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 18, 2024 Filed Nov 18, 2024 16:15 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 456 | $43.17 | $19,686.16 |
DisclosureSEC source: 0001593968-24-001393 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,513 F2 · price: The 456 shares were sold at the average price of $43.17. The shares were sold as follows: 190 shares sold at $43.09, 1 shares at $43.11 and 265 shares sold at $43.23. 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.