Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Chief Financial Officer | March 31, 2026 | April 02, 2026 |
| REPUBLIC FIRST BANCORP INCFRBK · Entity 95442 | Chief Financial Officer | January 02, 2024 | January 04, 2024 |
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.
AlTi Global, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 68,596.88 |
Reported balance
After 2026-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 68,596.88 · Balance 68,596.88 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2: The restricted stock units vest in three equal annual installments beginning February 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock.
F2: The restricted stock units vest in three equal annual installments beginning February 15, 2027.
REPUBLIC FIRST BANCORP INC
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2034-01-02 | Direct | 554,250 |
Reported balance
After 2024-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-02 · Grant · Acquired Not disclosed · Balance 554,250 F3: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer. F4: Restricted stock units vest at a rate of 1/3 per year commencing January 2, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 1,420,626 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,420,626 F1: Includes shares of restricted stock which vest in four equal installments, subject the achievement of certain stock price targets during the three-year performance period beginning January 1, 2023 and ending December 31, 2025. F2: Restricted stock units vest at a rate of 1/3 per year commencing August 25, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock which vest in four equal installments, subject the achievement of certain stock price targets during the three-year performance period beginning January 1, 2023 and ending December 31, 2025.
F2: Restricted stock units vest at a rate of 1/3 per year commencing August 25, 2024.
F3: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer.
F4: Restricted stock units vest at a rate of 1/3 per year commencing January 2, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BRYN MAWR BANK CORP
Report date January 01, 2022 · Filed January 03, 2022
Section 16 reporting ended · disclosed 2022-01-03. 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 |
Ending reported balance
After 2022-01-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2022-01-01 · Exercise / conversion · Acquired 1,680 · Balance 21,475.6604 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Row 2 · 2022-01-01 · Exercise / conversion · Acquired 1,730 · Balance 23,205.6604 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Row 3 · 2022-01-01 · Exercise / conversion · Acquired 1,722 · Balance 24,927.6604 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Row 4 · 2022-01-01 · Exercise / conversion · Acquired 10,395 · Balance 35,322.6604 F2: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Row 5 · 2022-01-01 · Disposition to issuer · Disposed 35,322.6604 · Balance 0 F3: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-01-01 · Exercise / conversion · Disposed 1,680 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-01-01 · Exercise / conversion · Disposed 1,730 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-01-01 · Exercise / conversion · Disposed 1,722 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12.
F2: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12.
F3: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock.
F4: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock.
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 |
|---|---|---|---|---|---|---|
| February 14, 2017 Filed Feb 15, 2017 16:50 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 1,000 | $41.06 | $41,060.00 |
DisclosureSEC source: 0001437749-17-002586 · rdgdoc.xml · nonDerivative · entry 1 Harrington Michael W · CIK 0001384485 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,404.6604 Read SEC document |
| October 06, 2016 Filed Nov 16, 2016 13:26 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | Tax withholdingCommon Stock | 610 | $31.54 | $19,239.40 |
DisclosureSEC source: 0001437749-16-042243 · rdgdoc.xml · nonDerivative · entry 1 Harrington Michael W · CIK 0001384485 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,814 F1 · date: This Form 4 is being filed late due to an administrative oversight. F2 · shares: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. F3 · balance_after: Incudes 1,424 shares of common stock underlying the portion of a performance stock unit granted to the Reporting Person on August 12, 2016, that is subject to time-based vesting at each August 12, 2017, August 12, 2018, and August 12, 2019. Read SEC document |
| June 02, 2016 Filed Feb 13, 2017 18:08 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | OtherCommon Stock | 6.8227 | $29.54 | $201.57 |
DisclosureSEC source: 0001437749-17-002287 · rdgdoc.xml · nonDerivative · entry 2 Harrington Michael W · CIK 0001384485 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,404.6604 F1 · balance_after: Represents 1,424 shares of common stock underlying the portion of a performance stock unit granted to the Reporting Person on August 12, 2016 that is subject to time-based vesting at each August 12, 2017, August 12, 2018, and August 12, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of Bryn Mawr Bank Corporation common stock. Note: Disclosure of these 1,424 shares underlying the Restricted Stock Units has been moved from Table I to Table II in this Form 5 for administrative convenience, and will be reported on Table II of the Reporting Person's filings going forward until the applicable vesting date. Read SEC document |
| March 02, 2016 Filed Feb 13, 2017 18:08 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | OtherCommon Stock | 7.8377 | $25.52 | $200.00 |
DisclosureSEC source: 0001437749-17-002287 · rdgdoc.xml · nonDerivative · entry 1 Harrington Michael W · CIK 0001384485 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,397.8377 F1 · balance_after: Represents 1,424 shares of common stock underlying the portion of a performance stock unit granted to the Reporting Person on August 12, 2016 that is subject to time-based vesting at each August 12, 2017, August 12, 2018, and August 12, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of Bryn Mawr Bank Corporation common stock. Note: Disclosure of these 1,424 shares underlying the Restricted Stock Units has been moved from Table I to Table II in this Form 5 for administrative convenience, and will be reported on Table II of the Reporting Person's filings going forward until the applicable vesting date. 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.