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 |
|---|---|---|---|---|---|---|
| November 18, 2024 Filed Nov 18, 2024 16:15 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 371 | $43.25 | $16,044.71 |
DisclosureSEC source: 0001593968-24-001393 · 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: 96,969 F1 · price: The 371 shares were sold at the average price of $43.25. The shares were sold as follows: 288 shares sold at $43.23, 40 shares at $43.25 and 43 shares at $43.36. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 14:56 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 383 | $29.76 | $11,398.08 |
DisclosureSEC source: 0001593968-24-000505 · 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: 96,805.39 F1 · price: The 383 shares were sold at the average price of $29.76. The shares were sold as follows: 312 shares sold at $29.75, 48 shares at $29.77 and 23 shares sold at $29.83. Read SEC document |
| March 21, 2024 Filed Mar 21, 2024 16:38 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 229 | $29.81 | $6,826.49 |
DisclosureSEC source: 0001593968-24-000502 · 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: 96,390.39 Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 14:56 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Unit · Derivative | 798 | $30.09 | $24,011.82 |
DisclosureSEC source: 0001593968-24-000505 · 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: 1,596 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · 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. F4 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 14:56 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 798 | $30.09 | $24,011.82 |
DisclosureSEC source: 0001593968-24-000505 · 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: 97,188.39 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 19, 2024 Filed Mar 21, 2024 11:58 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantRestricted Stock Unit · Derivative | 6,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-24-000481 · primary_01.xml · derivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,961 Underlying: Common Stock · 6,961 shares Expires not disclosed F1 · derivative.exercise_price: No exercise price for this type of award F2 · derivative.exercise_date: The restricted stock units will vests in three equal annual installments of 33% each, beginning on March 19, 2025. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 11:58 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantRestricted Stock Unit · Derivative | 3,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-24-000481 · primary_01.xml · derivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,046 Underlying: Common Stock · 3,046 shares Expires not disclosed F1 · derivative.exercise_price: No exercise price for this type of award F2 · derivative.exercise_date: The restricted stock units will vests in three equal annual installments of 33% each, beginning on March 19, 2025. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 15, 2024 Filed Mar 21, 2024 16:38 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Unit · Derivative | 706 | $29.93 | $21,130.58 |
DisclosureSEC source: 0001593968-24-000502 · 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: 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: 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. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 15, 2024 Filed Mar 21, 2024 16:38 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 706 | $29.93 | $21,130.58 |
DisclosureSEC source: 0001593968-24-000502 · 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: 96,619.39 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 14, 2024 Filed Mar 14, 2024 15:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 1,105 | $0.00 Strike: $22.93 | $0.00 |
DisclosureSEC source: 0001593968-24-000469 · 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: 0 Underlying: Common Stock · 1,105 shares Expires 2024-04-24 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 14, 2024 Filed Mar 14, 2024 15:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | SaleCommon Stock | 1,105 | $29.09 | $32,148.43 |
DisclosureSEC source: 0001593968-24-000469 · 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: 95,913.39 Read SEC document |
| March 14, 2024 Filed Mar 14, 2024 15:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 1,105 | $22.93 | $25,337.65 |
DisclosureSEC source: 0001593968-24-000469 · 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: 97,018.39 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 12, 2024 Filed Mar 14, 2024 15:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 3,565 | $0.00 Strike: $22.93 | $0.00 |
DisclosureSEC source: 0001593968-24-000469 · 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: 0 Underlying: Common Stock · 3,565 shares Expires 2024-04-24 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 12, 2024 Filed Mar 14, 2024 15:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,813 | $29.06 | $81,745.78 |
DisclosureSEC source: 0001593968-24-000469 · 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: 95,913.39 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 15:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 3,565 | $22.93 | $81,745.45 |
DisclosureSEC source: 0001593968-24-000469 · 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: 98,726.39 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 13, 2023 Filed Dec 14, 2023 14:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | SaleCommon Stock | 180 | $28.64 | $5,155.20 |
DisclosureSEC source: 0001593968-23-001503 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 94,181.28 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 14:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | OtherCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-001503 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 94,361.28 Read SEC document |
| November 20, 2023 Filed Nov 20, 2023 15:01 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 462 | $28.01 | $12,940.80 |
DisclosureSEC source: 0001593968-23-001441 · 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: 94,181.28 F1 · price: The 462 shares were sold at the average price of $28.0104. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 08:55 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 384 | $27.94 | $10,729.08 |
DisclosureSEC source: 0001593968-23-001439 · 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: 94,643.28 F1 · price: The 384 shares were sold as follows: 169 shares at $27.92, 129 shares at $27.975, 1 shares at $28.04, 12 shares at $27.99, 14 shares at $27.94, 58 shares at $27.91, 1 shares at $27.95. Read SEC document |
| October 19, 2023 Filed Feb 13, 2024 10:47 UTC | EVANS BANCORP INC EVBN · Entity 80252 | PurchaseCommon Stock | 311.11 | $27.63 | $8,595.97 |
DisclosureSEC source: 0001593968-24-000251 · 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: 95,161.39 F2 · shares: This number represents 311.11 shares acquired under the Evans Bancorp Inc. Dividend Reinvestment Plan. on October 19, 2023. Read SEC document |
| July 11, 2023 Filed Feb 13, 2024 10:47 UTC | EVANS BANCORP INC EVBN · Entity 80252 | PurchaseCommon Stock | 669 | $24.50 | $16,390.50 |
DisclosureSEC source: 0001593968-24-000251 · 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: 94,850.28 F1 · shares: This number represents 669 shares acquired under the Evans Bancorp Inc. Employee Stock Purchase Program on July 11, 2023. Read SEC document |
| April 17, 2023 Filed Apr 17, 2023 17:30 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 327 | $32.38 | $10,587.25 |
DisclosureSEC source: 0001593968-23-000609 · 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: 95,027.28 F1 · price: The 327 shares were sold as follows: 11 shares at $32.06, 24 shares at $32.07, 5 shares at $32.22, 4 shares at $32.23, 1 share at $32.24, 35 shares at $32.25, 54 shares at $32.37, 18 shares at $32.39, 53 shares at $32.40, 17 shares at $32.43, 24 shares at $32.44, 10 shares at $32.46, 34 shares at $32.49, 19 shares at $32.60, 18 shares at $32.62. Read SEC document |
| March 21, 2023 Filed Mar 24, 2023 18:27 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantRestricted Stock Unit · Derivative | 2,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-000516 · primary_01.xml · derivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,394 Underlying: Common Stock · 2,394 shares Expires not disclosed F1 · derivative.exercise_price: No exercise price for this type of award F2 · derivative.exercise_date: The restricted stock units will vests in three equal annual installments of 33% each, beginning on March 21, 2024. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| March 16, 2023 Filed Mar 16, 2023 15:49 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 341 | $34.30 | $11,696.30 |
DisclosureSEC source: 0001593968-23-000488 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,109.64 F1 · price: The 341 shares were sold as follows: 40 shares at $34.30, 94 shares at $34.315, 64 shares at $34.325, 143 share at $34.33. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 15:49 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionRestricted Stock Unit · Derivative | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-000488 · primary_01.xml · derivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,412 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. 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 15, 2023 Filed Mar 16, 2023 15:49 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 706 | $34.67 | $24,477.02 |
DisclosureSEC source: 0001593968-23-000488 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,450.64 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 |
| February 08, 2023 Filed Feb 9, 2023 13:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 6,100 | $0.00 Strike: $17.64 | $0.00 |
DisclosureSEC source: 0001593968-23-000287 · primary_01.xml · derivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,100 shares Expires 2023-03-19 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 |
| February 08, 2023 Filed Feb 9, 2023 13:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,691 | $39.99 | $107,613.09 |
DisclosureSEC source: 0001593968-23-000287 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,744.64 Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 13:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 6,100 | $17.64 | $107,604.00 |
DisclosureSEC source: 0001593968-23-000287 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,435.64 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 16, 2022 Filed Mar 17, 2022 13:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 2,595 | $0.00 Strike: $15.50 | $0.00 |
DisclosureSEC source: 0001593968-22-000768 · primary_01.xml · derivative · entry 6 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,595 shares Expires 2022-05-04 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 16, 2022 Filed Mar 17, 2022 13:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 7,785 | $0.00 Strike: $15.50 | $0.00 |
DisclosureSEC source: 0001593968-22-000768 · primary_01.xml · derivative · entry 5 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,785 shares Expires 2022-05-04 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 16, 2022 Filed Mar 17, 2022 13:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | SaleCommon Stock | 2,595 | $39.02 | $101,256.90 |
DisclosureSEC source: 0001593968-22-000768 · primary_01.xml · nonDerivative · entry 4 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,299.73 F1 · price: The 2,595 shares were sold at an average price of $39.0244. The breakdown of this transaction is as follows: 200 shares at $38.95, 100 shares at $38.99, 497 shares at $39.00, 600 shares at $39.01, 527 shares at $39.02, 200 shares at $39.03, 361 shares at $39.10, 100 shares at $39.15, 1 share at $39.35, 9 shares at $39.50. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 13:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 2,595 | $15.50 | $40,222.50 |
DisclosureSEC source: 0001593968-22-000768 · primary_01.xml · nonDerivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,894.73 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 16, 2022 Filed Mar 17, 2022 13:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 3,099 | $38.95 | $120,706.05 |
DisclosureSEC source: 0001593968-22-000768 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,299.73 Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 13:40 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 7,785 | $15.50 | $120,667.50 |
DisclosureSEC source: 0001593968-22-000768 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,398.73 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, 2022 Filed Mar 17, 2022 09:03 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantRestricted Stock Unit · Derivative | 2,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-000764 · primary_01.xml · derivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,118 Underlying: Common Stock · 2,118 shares Expires not disclosed F1 · derivative.exercise_price: No exercise price for this type of award F2 · derivative.exercise_date: The restricted stock units will vests in three equal annual installments of 33% each, beginning on March 15, 2023. F3 · derivative.expiration_date: No expiration date for this type of award Read SEC document |
| December 31, 2021 Filed Feb 4, 2022 11:01 UTC | EVANS BANCORP INC EVBN · Entity 80252 | PurchaseCommon Stock | 321 | $34.26 | $10,997.46 |
DisclosureSEC source: 0001593968-22-000410 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,061.73 F1 · shares: Represents shares acquired under the Evans Bancorp Inc. Employee Stock Purchase Plan on December 31, 2021. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 13:42 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantOption (right to buy) · Derivative | 3,331 | $0.00 Strike: $39.06 | $0.00 |
DisclosureSEC source: 0001593968-21-002410 · primary_01.xml · derivative · entry 7 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,331 Underlying: Common Stock · 3,331 shares Expires 2031-11-16 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 13:42 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantOption (right to buy) · Derivative | 1,959 | $0.00 Strike: $39.06 | $0.00 |
DisclosureSEC source: 0001593968-21-002410 · primary_01.xml · derivative · entry 6 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,959 Underlying: Common Stock · 1,959 shares Expires 2031-11-16 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 13:42 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantCommon Stock | 3,170 | $39.06 | $123,820.20 |
DisclosureSEC source: 0001593968-21-002410 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,040.73 F1 · balance_after: Balance includes 160.35 shares acquired under the Evans Bancorp, Inc. Dividend Reinvestment Plan on October 6, 2021, and 348 shares acquired under the Evans Bancorp Inc. Employee Stock Purchase Plan on June 30, 2021. Read SEC document |
| March 09, 2021 Filed Nov 18, 2021 13:42 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GiftCommon Stock | 1,300 | $34.48 | $44,824.00 |
DisclosureSEC source: 0001593968-21-002410 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,740.73 Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 16:54 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 1,083 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000574 · primary_01.xml · derivative · entry 6 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,083 shares Expires 2021-03-15 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 |
| February 22, 2021 Filed Feb 23, 2021 16:54 UTC | EVANS BANCORP INC EVBN · Entity 80252 | SaleCommon Stock | 1,083 | $30.55 | $33,085.65 |
DisclosureSEC source: 0001593968-21-000574 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,183.73 Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 16:54 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 1,083 | $14.00 | $15,162.00 |
DisclosureSEC source: 0001593968-21-000574 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,266.73 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 |
| February 10, 2021 Filed Feb 12, 2021 16:36 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 1,706 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000440 · primary_01.xml · derivative · entry 9 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083 Underlying: Common Stock · 1,706 shares Expires 2021-03-15 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 |
| February 10, 2021 Filed Feb 12, 2021 16:36 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionOption (right to buy) · Derivative | 6,191 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000440 · primary_01.xml · derivative · entry 8 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,191 shares Expires 2021-03-15 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 |
| February 10, 2021 Filed Feb 12, 2021 16:36 UTC | EVANS BANCORP INC EVBN · Entity 80252 | SaleCommon Stock | 1,706 | $30.55 | $52,118.30 |
DisclosureSEC source: 0001593968-21-000440 · primary_01.xml · nonDerivative · entry 4 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,183.73 F1 · balance_after: Amount of beneficially owned shares includes 124 shares acquired under the Evans Bancorp, Inc. Employee Stock Purchase Plan on December 31, 2020. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 16:36 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 1,706 | $14.00 | $23,884.00 |
DisclosureSEC source: 0001593968-21-000440 · primary_01.xml · nonDerivative · entry 3 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,889.73 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 |
| February 10, 2021 Filed Feb 12, 2021 16:36 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Tax withholdingCommon Stock | 2,839 | $30.54 | $86,703.06 |
DisclosureSEC source: 0001593968-21-000440 · primary_01.xml · nonDerivative · entry 2 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,183.73 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 16:36 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Exercise / conversionCommon Stock | 6,191 | $14.00 | $86,674.00 |
DisclosureSEC source: 0001593968-21-000440 · primary_01.xml · nonDerivative · entry 1 NASCA DAVID J · CIK 0001237044 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,022.73 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.