Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MID PENN BANCORP INCMPB · Entity 5021 | Director · Chief Corp Development Officer | May 15, 2026 | May 18, 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.
MID PENN BANCORP INC
Report date May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Mid Penn Bancorp, Inc. Common StockSEC Table I · non-derivative | Direct | 45,593 |
Ending reported balance
After 2026-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-15 · Other · Acquired 10,769 · Balance 50,854 F1: Since the last report, 10,769 shares of restricted stock vested on May 15, 2026, pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan. Row 2 · 2026-05-15 · Tax withholding · Disposed 5,261 · Balance 45,593 F2: Represents shares withheld to cover the tax liability incident to the vesting of restricted stock. |
| Mid Penn Bancorp, Inc. Common Restricted StockSEC Table I · non-derivative | Direct | 10,769 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,769 F1: Since the last report, 10,769 shares of restricted stock vested on May 15, 2026, pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan. F3: Restricted stock granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, which vest ratably over five years commencing May 17, 2023. |
| Mid Penn Bancorp, Inc. Common Restricted StockSEC Table I · non-derivative | Direct | 1,700 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,700 F5: Shares granted in the form of restricted stock, which vests 100% on the first anniversary of the date of grant. |
| Mid Penn Bancorp, Inc. Common StockSEC Table I · non-derivative | IndirectBy IRA | 37,837 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 37,837 |
| Mid Penn Bancorp, Inc. Common StockSEC Table I · non-derivative | IndirectBy ESOP | 956.195 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 956.195 F4: Balance includes shares acquired through the Dividend Reinvestment Plan. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.26 · Expires 2032-05-17 | Direct | 134,616 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 134,616 F6: Stock options granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, which vest ratably over five years commencing May 17, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Since the last report, 10,769 shares of restricted stock vested on May 15, 2026, pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan.
F2: Represents shares withheld to cover the tax liability incident to the vesting of restricted stock.
F3: Restricted stock granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, which vest ratably over five years commencing May 17, 2023.
F4: Balance includes shares acquired through the Dividend Reinvestment Plan.
F5: Shares granted in the form of restricted stock, which vests 100% on the first anniversary of the date of grant.
F6: Stock options granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, which vest ratably over five years commencing May 17, 2023.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
William Penn Bancorporation
Report date April 30, 2025 · Filed May 01, 2025
Section 16 reporting ended · disclosed 2025-05-01. 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 2025-04-30 transaction · row 1
1 source rowRow 1 · 2025-04-30 · Disposition to issuer · Disposed 85,019 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 31, 2024, by and between William Penn Bancorporation (William Penn) and Mid Penn Bancorp, Inc. (Mid Penn), pursuant to which William Penn will merge with and into Mid Penn with Mid Penn as the surviving corporation (the Merger). Subject to the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of William Penn common stock then issued and outstanding was converted into the right to receive 0.426 shares of Mid Penn common stock, with cash paid in lieu of any fractional shares. On April 30, 2025, the closing price of William Penn's common stock was $12.32 per share and the closing price of Mid Penn's common stock was $29.05 per share. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award | 0 |
Reported balance
After 2025-04-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-04-30 · Disposition to issuer · Disposed 75,840 · Balance 0 F2: Pursuant to the terms of the Merger Agreement each restricted stock award of William Penn (William Penn RSA) outstanding prior to the effective time of the Merger was assumed by Mid Penn and was converted into a time-based restricted stock award of Mid Penn (Mid Penn RSA) with the number of shares underlying such Mid Penn RSA adjusted based on the Exchange Ratio rounded down to the nearest whole number of shares. Each assumed Mid Penn RSA continues to be subject to the same terms and conditions as applied to the William Penn RSA immediately prior to the effective time of the Merger. F3: Stock Awards granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, vested in five equal annual installments commencing on May 17, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2025-04-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-04-30 · Disposition to issuer · Disposed 40,912 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 31, 2024, by and between William Penn Bancorporation (William Penn) and Mid Penn Bancorp, Inc. (Mid Penn), pursuant to which William Penn will merge with and into Mid Penn with Mid Penn as the surviving corporation (the Merger). Subject to the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of William Penn common stock then issued and outstanding was converted into the right to receive 0.426 shares of Mid Penn common stock, with cash paid in lieu of any fractional shares. On April 30, 2025, the closing price of William Penn's common stock was $12.32 per share and the closing price of Mid Penn's common stock was $29.05 per share. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2025-04-30 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-04-30 · Disposition to issuer · Disposed 38,400 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 31, 2024, by and between William Penn Bancorporation (William Penn) and Mid Penn Bancorp, Inc. (Mid Penn), pursuant to which William Penn will merge with and into Mid Penn with Mid Penn as the surviving corporation (the Merger). Subject to the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of William Penn common stock then issued and outstanding was converted into the right to receive 0.426 shares of Mid Penn common stock, with cash paid in lieu of any fractional shares. On April 30, 2025, the closing price of William Penn's common stock was $12.32 per share and the closing price of Mid Penn's common stock was $29.05 per share. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2025-04-30 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-04-30 · Disposition to issuer · Disposed 10,334 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 31, 2024, by and between William Penn Bancorporation (William Penn) and Mid Penn Bancorp, Inc. (Mid Penn), pursuant to which William Penn will merge with and into Mid Penn with Mid Penn as the surviving corporation (the Merger). Subject to the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of William Penn common stock then issued and outstanding was converted into the right to receive 0.426 shares of Mid Penn common stock, with cash paid in lieu of any fractional shares. On April 30, 2025, the closing price of William Penn's common stock was $12.32 per share and the closing price of Mid Penn's common stock was $29.05 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.61 · Expires 2032-05-17 | 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 316,000 · Balance 0 F4: Pursuant to the terms of the Merger Agreement, each William Penn stock option outstanding and unexercised immediately prior to the effective time of the Merger, was assumed and converted automatically into a Mid Penn stock option to purchase the number of shares of Mid Penn common stock (rounded down to the nearest whole number of shares) equal to the product of (A) the number of shares of William Penn common stock subject to such William Penn option immediately prior to the effective time of the Merger, multiplied by (B) the Exchange Ratio, which Mid Penn option shall have an exercise price equal to the quotient (rounded up to the nearest cent) obtained by dividing (1) the exercise price of such William Penn option immediately prior to the effective time of the Merger, by (2) the Exchange Ratio. Each assumed Mid Penn option continues to be subject to the same terms as applied to the William Penn option immediately prior to the effective time of the Merger. F5: Stock Options granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, vested in five equal annual installments commencing on May 17, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 31, 2024, by and between William Penn Bancorporation (William Penn) and Mid Penn Bancorp, Inc. (Mid Penn), pursuant to which William Penn will merge with and into Mid Penn with Mid Penn as the surviving corporation (the Merger). Subject to the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of William Penn common stock then issued and outstanding was converted into the right to receive 0.426 shares of Mid Penn common stock, with cash paid in lieu of any fractional shares. On April 30, 2025, the closing price of William Penn's common stock was $12.32 per share and the closing price of Mid Penn's common stock was $29.05 per share.
F2: Pursuant to the terms of the Merger Agreement each restricted stock award of William Penn (William Penn RSA) outstanding prior to the effective time of the Merger was assumed by Mid Penn and was converted into a time-based restricted stock award of Mid Penn (Mid Penn RSA) with the number of shares underlying such Mid Penn RSA adjusted based on the Exchange Ratio rounded down to the nearest whole number of shares. Each assumed Mid Penn RSA continues to be subject to the same terms and conditions as applied to the William Penn RSA immediately prior to the effective time of the Merger.
F3: Stock Awards granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, vested in five equal annual installments commencing on May 17, 2023.
F4: Pursuant to the terms of the Merger Agreement, each William Penn stock option outstanding and unexercised immediately prior to the effective time of the Merger, was assumed and converted automatically into a Mid Penn stock option to purchase the number of shares of Mid Penn common stock (rounded down to the nearest whole number of shares) equal to the product of (A) the number of shares of William Penn common stock subject to such William Penn option immediately prior to the effective time of the Merger, multiplied by (B) the Exchange Ratio, which Mid Penn option shall have an exercise price equal to the quotient (rounded up to the nearest cent) obtained by dividing (1) the exercise price of such William Penn option immediately prior to the effective time of the Merger, by (2) the Exchange Ratio. Each assumed Mid Penn option continues to be subject to the same terms as applied to the William Penn option immediately prior to the effective time of the Merger.
F5: Stock Options granted pursuant to the William Penn Bancorporation 2022 Equity Incentive Plan, vested in five equal annual installments commencing on May 17, 2023.
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 |
|---|---|---|---|---|---|---|
| March 24, 2021 Filed Mar 26, 2021 19:27 UTC | William Penn Bancorporation WMPN · Entity 80278 | OtherCommon Stock | 3,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005919 · doc4.xml · nonDerivative · entry 3 Stephon Kenneth John · CIK 0001850485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 3,834 F1 · kind: Pursuant to the Plan of Conversion and Reorganization, as adopted on September 16, 2020 and amended and restated on October 6, 2020, each share of William Penn Bancorp, Inc. common stock was exchanged for 3.2585 shares of William Penn Bancorporation common stock, rounded down to the nearest whole share. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 19:27 UTC | William Penn Bancorporation WMPN · Entity 80278 | OtherCommon Stock | 18,237 | $10.00 | $182,370.00 |
DisclosureSEC source: 0001225208-21-005919 · doc4.xml · nonDerivative · entry 2 Stephon Kenneth John · CIK 0001850485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 18,237 Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 19:27 UTC | William Penn Bancorporation WMPN · Entity 80278 | OtherCommon Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005919 · doc4.xml · nonDerivative · entry 1 Stephon Kenneth John · CIK 0001850485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 F1 · kind: Pursuant to the Plan of Conversion and Reorganization, as adopted on September 16, 2020 and amended and restated on October 6, 2020, each share of William Penn Bancorp, Inc. common stock was exchanged for 3.2585 shares of William Penn Bancorporation common stock, rounded down to the nearest whole share. 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.