Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Director | May 15, 2026 | May 19, 2026 |
| EAGLE BANCORP INCEGBN · Entity 5105 | Director | February 18, 2025 | February 26, 2025 |
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.
CBIZ, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,412 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 6,051 · Balance 8,412 F1: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.
EAGLE BANCORP INC
Report date February 18, 2025 · Filed February 26, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,245 |
Reported balance
After 2025-02-18 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-02-18 · Grant · Acquired 4,771 · Balance 56,245 F1: Represents award of time-vested restricted stock under the 2021 Equity Incentive Plan. Award vests on the first anniversary of the date of grant and must be held for an additional two-year holding period following such vesting. F2: Includes 718 shares acquired through dividend reinvestment that were inadvertently omitted from the reporting person's Form 4 filed on February 18, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award of time-vested restricted stock under the 2021 Equity Incentive Plan. Award vests on the first anniversary of the date of grant and must be held for an additional two-year holding period following such vesting.
F2: Includes 718 shares acquired through dividend reinvestment that were inadvertently omitted from the reporting person's Form 4 filed on February 18, 2025.
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 15, 2026 Filed May 19, 2026 20:52 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000086 · form4.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,412 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 2,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015083 · form4.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,361 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:33 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 4,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001050441-25-000043 · wk-form4_1740087186.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,527 F1 · shares: Represents award of time-vested restricted stock under the 2021 Equity Incentive Plan. Award vests on the first anniversary of the date of grant and must be held for an additional two-year holding period following such vesting. Read SEC document |
| February 18, 2025 Filed Feb 26, 2025 21:24 UTC Amendment | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 4,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001050441-25-000047 · wk-form4a_1740605065.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,245 F1 · shares: Represents award of time-vested restricted stock under the 2021 Equity Incentive Plan. Award vests on the first anniversary of the date of grant and must be held for an additional two-year holding period following such vesting. F2 · balance_after: Includes 718 shares acquired through dividend reinvestment that were inadvertently omitted from the reporting person's Form 4 filed on February 18, 2025. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:16 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 9,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001050441-24-000034 · wk-form4_1707945387.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,756 F1 · shares: Represents award of time-vested restricted stock under the 2021 Equity Incentive Plan. Award vests on the first anniversary of the date of grant and must be held for an additional two-year holding period following such vesting. Read SEC document |
| May 16, 2023 Filed May 18, 2023 15:45 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | PurchaseCommon Stock | 5,000 | $17.34 | $86,686.50 |
DisclosureSEC source: 0001050441-23-000100 · wf-form4_168442471415928.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,864 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 17:37 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 6,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001050441-23-000041 · wf-form4_167648266531385.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,864 F1 · shares: Represents award of time vested restricted stock under the 2021 Plan. Award vests in three (3) substantially equal installments commencing on the first anniversary of the date of grant. Read SEC document |
| February 14, 2022 Filed Feb 18, 2022 21:12 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 5,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001050441-22-000025 · wf-form4_164521875329062.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,458 F1 · shares: Represents award of time vested restricted stock under the 2021 Plan. Award vests in three (3) substantially equal installments commencing on the first anniversary of the date of grant. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:39 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 6,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001050441-21-000022 · wf-form4_161369877613405.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,442 F1 · shares: Represents award of time vested restricted stock under the 2016 Stock Plan. Award vests in three (3) substantially equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:34 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 6,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001484364-20-000006 · primary_doc.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,121 F1 · shares: Represents award of time vested restricted stock under the 2016 Stock Plan. Award vests in three (3) substantially equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 13:53 UTC | EAGLE BANCORP INC EGBN · Entity 5105 | GrantCommon Stock | 5,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001484364-19-000008 · primary_doc.xml · nonDerivative · entry 1 Raffa Kathy A · CIK 0001732437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,395 F1 · shares: Represents award of restricted stock under the 2016 Stock Plan. Award vests in three (3) substantially equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.