Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERATED HERMES, INC.FHI · Entity 3961 | Director · VP, CFO & Treasurer | May 18, 2026 | May 18, 2026 |
| FEDERATED PREMIER INTERMEDIATE MUNICIPAL INCOME FUNDFPT · Entity 12237 | Trustee & Treas. of FIMCO | August 11, 2017 | August 23, 2017 |
| Federated Hermes Premier Municipal Income FundFMN · Entity 6866 | Treasurer/Trustee, FIMCO | November 07, 2024 | November 12, 2024 |
| Federated Hermes Project & Trade Finance Tender FundXPTFX · Entity 48672 | Director | December 05, 2016 | December 05, 2016 |
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.
FEDERATED HERMES, INC.
Report date May 18, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 560,292 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Gift · Disposed 31,200 · Balance 560,292 |
| Class B Common StockSEC Table I · non-derivative | IndirectHeld indirectly by The Thomas R. and Frances L. Donahue Grantor Dynasty Trust | 19,199 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,199 |
| Class B Common StockSEC Table I · non-derivative | IndirectHeld indirectly by MaxFund Partners, L.P. | 421,690 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 421,690 |
| Class B Common StockSEC Table I · non-derivative | IndirectHeld indirectly by 401(k) Plan | 72 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 72 |
| Class B Common StockSEC Table I · non-derivative | IndirectHeld indirectly by spouse | 8,095 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 8,095 |
| Class B Common StockSEC Table I · non-derivative | IndirectThe Fran L. Donahue Grantor Trust | 27,544 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 27,544 |
| Class B Common StockSEC Table I · non-derivative | IndirectThe Thomas R. Donahue Grantor Trust | 37,544 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 37,544 |
| Class B Common StockSEC Table I · non-derivative | IndirectMaxfund, Inc. | 2,000 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 2,000 |
FEDERATED PREMIER INTERMEDIATE MUNICIPAL INCOME FUND
Report date August 11, 2017 · Filed August 23, 2017 · 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 SharesSEC Table I · non-derivative | Direct | 1,525 |
Reported balance
After 2017-08-11 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-08-11 · Sale · Disposed 1,825 · Balance 1,525 F1: This Form 4 amendment is filed to report the number of common shares accepted by and sold to the Issuer in the Issuer's tender offer. Due to oversubscription of the tender offer, the Issuer accepted properly tendered common shares on a pro rata basis. All common shares tendered by the reporting person that were not accepted have been returned. The final proration factor for the tender offer is .545064378. F2: The sales price of $14.13 per common share represents 98 percent of the net asset value per common share determined as of the close of the regular trading session of the New York Stock Exchange on August 11, 2017, which is the expiration date for the tender offer. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 amendment is filed to report the number of common shares accepted by and sold to the Issuer in the Issuer's tender offer. Due to oversubscription of the tender offer, the Issuer accepted properly tendered common shares on a pro rata basis. All common shares tendered by the reporting person that were not accepted have been returned. The final proration factor for the tender offer is .545064378.
F2: The sales price of $14.13 per common share represents 98 percent of the net asset value per common share determined as of the close of the regular trading session of the New York Stock Exchange on August 11, 2017, which is the expiration date for the tender offer.
Federated Hermes Premier Municipal Income Fund
Report date November 07, 2024 · Filed November 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-07 transaction · row 1
1 source rowRow 1 · 2024-11-07 · Sale · Disposed 380 · Balance 0 |
Federated Hermes Project & Trade Finance Tender Fund
Report date December 05, 2016 · Filed December 05, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-12-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 18, 2026 Filed May 18, 2026 16:02 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 31,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-228877 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,292 Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 16:33 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | SaleClass B Common Stock | 30,000 | $57.10 | $1,713,087.00 |
DisclosureSEC source: 0001193125-26-108452 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 591,492 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in 222 transactions at prices ranging from $57.00 to $57.47 inclusive. The reporting person undertakes to provide to Federated Hermes, Inc., any security holder of Federated Hermes, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 16:00 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 28,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096447 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 621,492 F1 · balance_after: The 300 shares previously reported as owned by the Trust Agreement of Henry J. Lombard FBO Henry G. Lombard for which Mrs. Frances L. Donahue was trustee are now held by The Henry J. Lombard Retirement Trust. Neither Mr. Thomas R. Donahue nor Mrs. Frances L. Donahue serve as trustee for The Henry J. Lombard Retirement Trust. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 16:01 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 18,000 | $3.00 | $54,000.00 |
DisclosureSEC source: 0001193125-25-289721 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 592,948 Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 16:39 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 25,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112004 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,948 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 16:28 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 36,274 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034745 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,473 Read SEC document |
| November 20, 2024 Filed Nov 20, 2024 16:05 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 18,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129232 · ownership.xml · nonDerivative · entry 2 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564,199 Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 16:05 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0000950170-24-129232 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582,899 Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 14:40 UTC | Federated Hermes Premier Municipal Income Fund FMN · Entity 6866 | SaleCommon Shares | 380 | $11.26 | $4,278.15 |
DisclosureSEC source: 0001623632-24-001871 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Treasurer/Trustee, FIMCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 12:28 UTC | Federated Hermes Premier Municipal Income Fund FMN · Entity 6866 | SaleCommon Shares | 1,068 | $12.67 | $13,531.56 |
DisclosureSEC source: 0001623632-24-001782 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Treasurer/Trustee, FIMCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380 F1 · shares: On October 15, 2024, the Federated Hermes Premier Municipal Income Fund (the "Fund") announced that, in accordance with the terms of its tender offer, the Fund has accepted for payment 1,068 of Mr. Donahue's common shares in the Fund at a purchase price of $12.67 per share. F1 · price: On October 15, 2024, the Federated Hermes Premier Municipal Income Fund (the "Fund") announced that, in accordance with the terms of its tender offer, the Fund has accepted for payment 1,068 of Mr. Donahue's common shares in the Fund at a purchase price of $12.67 per share. Read SEC document |
| October 11, 2024 Filed Oct 11, 2024 16:33 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114354 · ownership.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564,399 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 16:51 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 34,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004686 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 596,399 Read SEC document |
| December 13, 2023 Filed Dec 13, 2023 18:02 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058545 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561,662 Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 16:08 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0001209191-23-056221 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,662 Read SEC document |
| September 22, 2023 Filed Sep 22, 2023 16:45 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 18,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050384 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,162 Read SEC document |
| May 19, 2023 Filed May 19, 2023 16:42 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031040 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,212 Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 16:58 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 29,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016813 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,212 Read SEC document |
| November 18, 2022 Filed Nov 18, 2022 16:06 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0001209191-22-057836 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,130 Read SEC document |
| November 01, 2022 Filed Nov 1, 2022 17:42 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | SaleClass B Common Stock | 30,000 | $35.21 | $1,056,258.00 |
DisclosureSEC source: 0001209191-22-055100 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,630 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in 11 transactions at prices ranging from $35.14 to $35.31 inclusive. The reporting person undertakes to provide to Federated Hermes, Inc., any security holder of Federated Hermes, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 14, 2022 Filed Sep 14, 2022 16:23 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 16,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049922 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,630 Read SEC document |
| May 26, 2022 Filed May 27, 2022 16:20 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032529 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,830 Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 16:04 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | SaleClass B Common Stock | 30,000 | $34.18 | $1,025,511.00 |
DisclosureSEC source: 0001209191-22-021745 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,830 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in 386 transactions at prices ranging from $34.02 to $34.375 inclusive. The reporting person undertakes to provide to Federated Hermes, Inc., any security holder of Federated Hermes, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2022 Filed Mar 15, 2022 16:23 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018810 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,830 Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 16:32 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 34,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016272 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,830 Read SEC document |
| November 18, 2021 Filed Nov 18, 2021 16:20 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0001209191-21-065460 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,417 F1 · balance_after: On or around May 27, 2021, Comax Partners L.P. (d/b/a The Beechwood Company, L.P.) ("Comax") made a distribution of shares of Federated Hermes, Inc. Class B Common Stock ("FHI") to all of its limited partners on a pro-rata basis (the "May Distribution"). The May Distribution did not involve any public sale of shares. As a result of the May Distribution, the number of shares of FHI directly owned by the reporting person increased by 6,401 shares. F2 · balance_after: On or around June 17, 2021, Comax made a distribution of shares of FHI to all of its limited partners on a pro-rata basis (the "June Distribution"). The June Distribution did not involve any public sale of shares. As a result of the June Distribution, the number of shares of FHI directly owned by the reporting person increased by 59 shares. Read SEC document |
| May 11, 2021 Filed May 11, 2021 17:08 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031752 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,457 Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 16:15 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 15,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019777 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,457 Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 17:25 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 42,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017911 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,657 F1 · balance_after: The reporting person no longer has a reportable beneficial interest in 144,949 shares of Federated Hermes, Inc. Class B Common Stock owned by his children and included in the reporting person's prior ownership reports. Read SEC document |
| December 18, 2020 Filed Dec 18, 2020 16:00 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064372 · doc4.xml · nonDerivative · entry 3 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by immediate family member Disclosed balance after: 68,215 Read SEC document |
| December 18, 2020 Filed Dec 18, 2020 16:00 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064372 · doc4.xml · nonDerivative · entry 2 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by immediate family member Disclosed balance after: 76,734 Read SEC document |
| December 18, 2020 Filed Dec 18, 2020 16:00 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 22,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064372 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by The Thomas R. and Frances L. Donahue Grantor Dynasty Trust Disclosed balance after: 3 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 16:10 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 1,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063776 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,392 F1 · balance_after: On or around November 30, 2020, Comax Partners L.P. (d/b/a The Beechwood Company, L.P.) ("Comax") made a distribution of shares of Federated Hermes, Inc. Class B Common Stock ("FHI") to all of its limited partners on a pro-rata basis (the "Distribution"). The Distribution did not involve any public sale of shares. As a result of the Distribution, the number of shares of FHI directly owned by the reporting person increased by 709 shares. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 16:45 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0001209191-20-059416 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,688 Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 17:24 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | OtherClass B Common Stock | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052230 · doc4.xml · nonDerivative · entry 5 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by immediate family member Disclosed balance after: 64,579 F6 · shares: As a result of the Distributions described in Footnote 2, the number of shares of FHI owned by another immediate family member, in which the reporting person has an indirect interest, increased by a total of 6,901 shares (469 and 6,432 respectively). On or around September 25, 2020, the immediate family member contributed 469 shares of FHI to an entity in which the immediate family member has a limited partnership interest. The immediate family member did not receive any consideration for the contribution and the contribution did not involve any public sale of shares. The reporting person disclaims beneficial ownership of the shares of FHI held by the immediate family member except to the extent of his pecuniary interest therein. F6 · balance_after: As a result of the Distributions described in Footnote 2, the number of shares of FHI owned by another immediate family member, in which the reporting person has an indirect interest, increased by a total of 6,901 shares (469 and 6,432 respectively). On or around September 25, 2020, the immediate family member contributed 469 shares of FHI to an entity in which the immediate family member has a limited partnership interest. The immediate family member did not receive any consideration for the contribution and the contribution did not involve any public sale of shares. The reporting person disclaims beneficial ownership of the shares of FHI held by the immediate family member except to the extent of his pecuniary interest therein. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 17:24 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | OtherClass B Common Stock | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052230 · doc4.xml · nonDerivative · entry 4 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by immediate family member Disclosed balance after: 72,306 F5 · shares: As a result of the Distributions described in Footnote 2, the number of shares of FHI owned by an immediate family member, in which the reporting person has an indirect interest, increased by a total of 13,272 shares (903 and 12,369 respectively). On or around September 25, 2020, the immediate family member contributed 903 shares of FHI to an entity in which the immediate family member has a limited partnership interest. The immediate family member did not receive any consideration for the contribution and the contribution did not involve any public sale of shares. The reporting person disclaims beneficial ownership of the shares of FHI held by the immediate family member except to the extent of his pecuniary interest therein. F5 · balance_after: As a result of the Distributions described in Footnote 2, the number of shares of FHI owned by an immediate family member, in which the reporting person has an indirect interest, increased by a total of 13,272 shares (903 and 12,369 respectively). On or around September 25, 2020, the immediate family member contributed 903 shares of FHI to an entity in which the immediate family member has a limited partnership interest. The immediate family member did not receive any consideration for the contribution and the contribution did not involve any public sale of shares. The reporting person disclaims beneficial ownership of the shares of FHI held by the immediate family member except to the extent of his pecuniary interest therein. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 17:24 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | OtherClass B Common Stock | 1,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052230 · doc4.xml · nonDerivative · entry 3 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by The Thomas R. and Frances L. Donahue Grantor Dynasty Trust Disclosed balance after: 20,086 F4 · shares: As a result of the Distributions described in Footnote 2, the number of shares of FHI owned by The Thomas R. and Frances L. Donahue Grantor Dynasty Trust (the "TR/FLD GD Trust"), in which the reporting person has an indirect interest, increased by a total of 17,362 shares (1,181 and 16,181 respectively). On or around September 25, 2020, the TR/FLD GD Trust contributed 1,181 shares of FHI to an entity in which the TR/FLD GD Trust has a limited partnership interest. The TR/FLD GD Trust did not receive any consideration for the contribution and the contribution did not involve any public sale of shares. The reporting person disclaims beneficial ownership of the shares of FHI held by the TR/FLD GD Trust except to the extent of his pecuniary interest therein. F4 · balance_after: As a result of the Distributions described in Footnote 2, the number of shares of FHI owned by The Thomas R. and Frances L. Donahue Grantor Dynasty Trust (the "TR/FLD GD Trust"), in which the reporting person has an indirect interest, increased by a total of 17,362 shares (1,181 and 16,181 respectively). On or around September 25, 2020, the TR/FLD GD Trust contributed 1,181 shares of FHI to an entity in which the TR/FLD GD Trust has a limited partnership interest. The TR/FLD GD Trust did not receive any consideration for the contribution and the contribution did not involve any public sale of shares. The reporting person disclaims beneficial ownership of the shares of FHI held by the TR/FLD GD Trust except to the extent of his pecuniary interest therein. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 17:24 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | OtherClass B Common Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052230 · doc4.xml · nonDerivative · entry 2 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,188 F2 · shares: On or around September 25, 2020, the reporting person contributed 388 shares of FHI to an entity in which the reporting person has a limited partnership interest (the "Contribution"). The reporting person did not receive any consideration for the Contribution and the Contribution did not involve any public sale of shares. F3 · balance_after: On or around September 25, 2020, Comax Partners L.P. (d/b/a The Beechwood Company, L.P.) ("Comax") made two separate distributions of shares of FHI to all of its limited partners on a pro-rata basis (the "Distributions"). The Distributions did not involve any public sale of shares. As a result of the Distributions, the number of shares of FHI directly owned by the reporting person increased by a total of 5,704 shares (388 and 5,316 respectively). Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 17:24 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GiftClass B Common Stock | 21,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052230 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,872 F1 · ownership.direct: The reporting person is not a controlling shareholder of AWOL, Inc. and does not have or share investment control over its portfolio securities. As such, the reporting person will no longer report an indirect interest in the shares of Federated Hermes, Inc. Class B Common Stock ("FHI") held by AWOL, Inc. Read SEC document |
| March 09, 2020 Filed Mar 9, 2020 17:16 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 41,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017379 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,247 Read SEC document |
| March 06, 2020 Filed May 12, 2020 17:01 UTC Amendment | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 41,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028561 · doc4a.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,247 F1 · date: The Reporting Person previously filed a Form 4 that reported the transaction date of this line item as March 9, 2020. The correct transaction date is March 6, 2020, which is also the correct date of the earliest transaction required to be reported in Item 3. Read SEC document |
| February 06, 2020 Filed Feb 6, 2020 16:47 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | SaleClass B Common Stock | 30,000 | $37.30 | $1,119,006.00 |
DisclosureSEC source: 0001209191-20-007180 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,325 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in 420 transactions at prices ranging from $37.085 to $37.555 inclusive. The reporting person undertakes to provide to Federated Hermes, Inc., any security holder of Federated Hermes, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 13, 2019 Filed Dec 13, 2019 16:24 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GiftClass B Common Stock | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060388 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,325 Read SEC document |
| November 18, 2019 Filed Nov 19, 2019 16:11 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0001209191-19-057130 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,055 F1 · balance_after: As a result of the Distribution described in Footnote 2, the number of shares of Federated Investors, Inc. Class B Common Stock held directly by the reporting person increased by 3,386 shares. Read SEC document |
| March 05, 2019 Filed Apr 1, 2019 16:07 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 34,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021957 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,169 F1 · ownership.direct: The reporting person is not Trustee of The Thomas R. and Frances L. Donahue Grantor Dynasty Trust and, as such, will no longer report an indirect interest in that entity. Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 16:20 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GiftClass B Common Stock | 16,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014055 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,925 Read SEC document |
| November 16, 2018 Filed Nov 16, 2018 16:27 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 18,500 | $3.00 | $55,500.00 |
DisclosureSEC source: 0001209191-18-058954 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,485 Read SEC document |
| September 11, 2018 Filed Nov 5, 2018 16:24 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GiftClass B Common Stock | 1,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057171 · doc4.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,985 F1 · balance_after: On or around May 12, 2018, Comax Partners L.P. (d/b/a The Beechwood Company, L.P.) ("Comax") distributed shares of Federated Investors Inc. Class B Common Stock to all of its limited partners on a pro-rata basis (the "Distribution"). The Distribution did not involve any public sale of shares. As a result of the Distribution, the number of shares of Federated Investors, Inc. Class B Common Stock directly owned by the reporting person increased by 700 shares. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 17:01 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GiftClass B Common Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001318148-18-000013 · primary_doc.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,559 Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:37 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GiftClass B Common Stock | 16,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001318148-18-000010 · primary_doc.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,824 Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 16:20 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 28,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001318148-18-000002 · primary_doc.xml · nonDerivative · entry 1 DONAHUE THOMAS R · CIK 0001061438 · Director · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,064 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.