Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| M&T BANK CORPMTB · Entity 3122 | Executive Vice President | February 11, 2022 | February 16, 2022 |
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | SEVP, Pres Commercial Banking | April 01, 2026 | April 02, 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.
M&T BANK CORP
Report date February 11, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,337.54 |
Ending reported balance
After 2022-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-11 · Grant · Acquired 1,686 · Balance 19,960.54 F1: Shares issued pursuant to performance-vested stock units (including 155 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2019 under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2021, as determined by the Company's Nomination, Compensation and Governance Committee on February 11, 2022. F2: The performance-vested stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-vested stock units. Row 2 · 2022-02-11 · Tax withholding · Disposed 623 · Balance 19,337.54 F3: Shares withheld for taxes upon the settlement in shares of the performance-vested stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,846 |
Reported balance
Holding disclosure · report date 2022-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,846 F4: The information presented is as of December 31, 2021. |
| Phantom Common Stock UnitsSEC Table II · derivative / convertible security | IndirectSupplemental 401(k) Plan | 357 |
Reported balance
Holding disclosure · report date 2022-02-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 357 F5: The reported phantom common stock units are held by the reporting person in an excess benefit plan account maintained by M&T Bank Corporation and represent a like number of shares of M&T Bank Corporation common stock. The phantom common stock units may only be settled in cash upon distribution in accordance with the terms of the plan. The reported phantom common stock units also include units acquired through the dividend reinvestment feature of the plan. F4: The information presented is as of December 31, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued pursuant to performance-vested stock units (including 155 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2019 under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2021, as determined by the Company's Nomination, Compensation and Governance Committee on February 11, 2022.
F2: The performance-vested stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-vested stock units.
F3: Shares withheld for taxes upon the settlement in shares of the performance-vested stock units.
F4: The information presented is as of December 31, 2021.
F5: The reported phantom common stock units are held by the reporting person in an excess benefit plan account maintained by M&T Bank Corporation and represent a like number of shares of M&T Bank Corporation common stock. The phantom common stock units may only be settled in cash upon distribution in accordance with the terms of the plan. The reported phantom common stock units also include units acquired through the dividend reinvestment feature of the plan.
VALLEY NATIONAL BANCORP
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,770 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 3,836 · Balance 81,770 F1: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. |
| Common StockSEC Table I · non-derivative | IndirectWife | 45,822 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 45,822 |
| Common StockSEC Table I · non-derivative | IndirectDaughter | 1,835 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,835 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 16:30 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 3,836 | $12.28 | $47,106.08 |
DisclosureSEC source: 0001596787-26-000006 · wk-form4_1775147419.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · SEVP, Pres Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,770 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 14:03 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 32,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001596787-26-000004 · wk-form4_1772028225.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · SEVP, Pres Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,606 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 3,761 | $12.46 | $46,862.06 |
DisclosureSEC source: 0001596787-26-000002 · wk-form4_1770240970.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · SEVP, Pres Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,671 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:29 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 22,498 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-25-000079 · wk-form4_1743629374.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · SEVP, Pres Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,432 F2 · shares: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's common stock. This transaction represents RSUs awarded to the reporting person pursuant to the Valley National Bancorp 2023 Long Term Incentive Stock Plan and which vest ratably over a three-year period (1/3 vesting on April 1, 2026, 1/3 vesting on April 1, 2027, and 1/3 vesting on April 1, 2028). Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:29 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 30,934 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-25-000079 · wk-form4_1743629374.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · SEVP, Pres Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,934 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of the issuer's common stock. This transaction represents RSUs awarded to the reporting person pursuant to the Valley National Bancorp 2023 Long Term Incentive Stock Plan and which vest ratably over a three-year period (1/3 vesting on February 1, 2026, 1/3 vesting on February 1, 2027, and 1/3 vesting on February 1, 2028). Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 02:00 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 623 | $182.30 | $113,572.90 |
DisclosureSEC source: 0001209191-22-010040 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,337.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-vested stock units. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 02:00 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010040 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,960.54 F1 · kind: Shares issued pursuant to performance-vested stock units (including 155 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2019 under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2021, as determined by the Company's Nomination, Compensation and Governance Committee on February 11, 2022. F2 · price: The performance-vested stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-vested stock units. F1 · acquired: Shares issued pursuant to performance-vested stock units (including 155 shares issued for related dividend equivalent units) that were granted to the reporting person on January 31, 2019 under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and were earned based on achievement against pre-established performance criteria for the three-year performance period ended December 31, 2021, as determined by the Company's Nomination, Compensation and Governance Committee on February 11, 2022. Read SEC document |
| February 04, 2022 Filed Feb 9, 2022 01:21 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 325 | $179.56 | $58,357.00 |
DisclosureSEC source: 0001209191-22-007885 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,274.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| February 04, 2022 Filed Feb 9, 2022 01:21 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007885 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,599.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on February 5, 2020, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on February 5, 2020, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 00:03 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 4,551 | $0.00 Strike: $169.38 | $0.00 |
DisclosureSEC source: 0001209191-22-006547 · doc4.xml · derivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,551 Underlying: Common Stock · 4,551 shares Expires 2032-01-30 F6 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F5 · derivative.exercise_date: The option granted includes a total of 4,551 shares. 1,517 of the shares are exercisable on or after January 31, 2023; an additional 1,517 of the shares are exercisable on or after January 31, 2024; and the remaining 1,517 shares are exercisable on or after January 31, 2025. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 00:03 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 370 | $169.38 | $62,670.60 |
DisclosureSEC source: 0001209191-22-006547 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,636.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 00:03 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006547 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,006.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2019, under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2019, under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 01:02 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 374 | $172.07 | $64,354.18 |
DisclosureSEC source: 0001209191-22-006105 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,911.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 01:02 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006105 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,285.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 29, 2021, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 29, 2021, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:42 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 305 | $140.40 | $42,822.00 |
DisclosureSEC source: 0001209191-21-008840 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,178.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:42 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008840 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,483.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on February 5, 2020, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on February 5, 2020, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:31 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 7,178 | $0.00 Strike: $132.47 | $0.00 |
DisclosureSEC source: 0001209191-21-006928 · doc4.xml · derivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Underlying: Common Stock · 7,178 shares Expires 2031-01-29 F6 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F5 · derivative.exercise_date: The option granted includes a total of 7,178 shares. 2,392 of the shares are exercisable on or after January 29, 2022; an additional 2,393 of the shares are exercisable on or after January 29, 2023; and the remaining 2,393 shares are exercisable on or after January 29, 2024. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:31 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 658 | $132.47 | $87,165.26 |
DisclosureSEC source: 0001209191-21-006928 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,520.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:31 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006928 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,178.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2018 and on January 31, 2019, respectively, under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2018 and on January 31, 2019, respectively, under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 22:44 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 6,883 | $0.00 Strike: $173.04 | $0.00 |
DisclosureSEC source: 0001209191-20-007609 · doc4.xml · derivative · entry 3 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,883 Underlying: Common Stock · 6,883 shares Expires 2030-02-05 F3 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F2 · derivative.exercise_date: The option granted includes a total of 6,883 shares. 2,294 of the shares are exercisable on or after February 5, 2021; an additional 2,294 of the shares are exercisable on or after February 5, 2022; and the remaining 2,295 shares are exercisable on or after February 5, 2023. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:13 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 1,437 | $171.47 | $246,402.68 |
DisclosureSEC source: 0001209191-20-007199 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,100.54 F1 · price: This transaction was executed in multiple trades at prices ranging from $171.44 to $171.51. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 22:32 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 1,156 | $168.52 | $194,809.12 |
DisclosureSEC source: 0001209191-20-006464 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,537.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 22:32 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 3,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006464 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,693.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2017, January 31, 2018 and on January 31, 2019, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2017, January 31, 2018 and on January 31, 2019, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| April 18, 2019 Filed Feb 4, 2020 22:32 UTC | M&T BANK CORP MTB · Entity 3122 | OtherPhantom Common Stock Units · Derivative | 104 | $167.45 | $17,414.72 |
DisclosureSEC source: 0001209191-20-006464 · doc4.xml · derivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Supplemental 401(k) Plan Disclosed balance after: 226 Underlying: Common Stock · 104 shares Expires not disclosed F5 · derivative.exercise_price: The reported phantom common stock units are held by the reporting person in an excess benefit plan account maintained by M&T Bank Corporation and represent a like number of shares of M&T Bank Corporation common stock. The phantom common stock units may only be settled in cash upon distribution in accordance with the terms of the plan. The reported phantom common stock units also include units acquired through the dividend reinvestment feature of the plan. F5 · derivative.exercise_date: The reported phantom common stock units are held by the reporting person in an excess benefit plan account maintained by M&T Bank Corporation and represent a like number of shares of M&T Bank Corporation common stock. The phantom common stock units may only be settled in cash upon distribution in accordance with the terms of the plan. The reported phantom common stock units also include units acquired through the dividend reinvestment feature of the plan. F5 · derivative.expiration_date: The reported phantom common stock units are held by the reporting person in an excess benefit plan account maintained by M&T Bank Corporation and represent a like number of shares of M&T Bank Corporation common stock. The phantom common stock units may only be settled in cash upon distribution in accordance with the terms of the plan. The reported phantom common stock units also include units acquired through the dividend reinvestment feature of the plan. F4 · ownership.nature: The information presented is as of December 31, 2019. Read SEC document |
| January 31, 2019 Filed Feb 5, 2019 00:17 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 6,059 | $0.00 Strike: $164.54 | $0.00 |
DisclosureSEC source: 0001209191-19-007106 · doc4.xml · derivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,059 Underlying: Common Stock · 6,059 shares Expires 2029-01-31 F6 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F5 · derivative.exercise_date: The option granted includes a total of 6,059 shares. 2,019 of the shares are exercisable on or after January 31, 2020; an additional 2,020 of the shares are exercisable on or after January 29, 2021; and the remaining 2,020 shares are exercisable on or after January 31, 2022. Read SEC document |
| January 31, 2019 Filed Feb 5, 2019 00:17 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 1,070 | $164.54 | $176,057.80 |
DisclosureSEC source: 0001209191-19-007106 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,322.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2019 Filed Feb 5, 2019 00:17 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 2,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007106 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,392.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2017 and January 31, 2018, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2017 and January 31, 2018, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 22:43 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 757 | $168.00 | $127,176.00 |
DisclosureSEC source: 0001209191-19-006242 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,116.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 22:43 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 2,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006242 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,873.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 29, 2016, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 29, 2016, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 22:27 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 5,031 | $0.00 Strike: $190.78 | $0.00 |
DisclosureSEC source: 0001209191-18-007081 · doc4.xml · derivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,031 Underlying: Common Stock · 5,031 shares Expires 2028-01-31 F6 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F5 · derivative.exercise_date: The option granted includes a total of 5,031 shares. 1,677 of the shares are exercisable on or after January 31, 2019; an additional 1,677 of the shares are exercisable on or after January 31, 2020; and the remaining 1,677 shares are exercisable on or after January 29, 2021. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 22:27 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 634 | $190.78 | $120,954.52 |
DisclosureSEC source: 0001209191-18-007081 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,679.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 22:27 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007081 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,313.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2017, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2017, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 22:28 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 796 | $190.57 | $151,693.72 |
DisclosureSEC source: 0001209191-18-006268 · doc4.xml · nonDerivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,020.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 22:28 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006268 · doc4.xml · nonDerivative · entry 3 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,816.54 F4 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 30, 2015, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F4 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 30, 2015, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:28 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 746 | $189.79 | $141,583.34 |
DisclosureSEC source: 0001209191-18-006268 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,048.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:28 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 2,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006268 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,794.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 29, 2016, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 29, 2016, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:12 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 3,079 | $164.98 | $507,973.42 |
DisclosureSEC source: 0001209191-17-007180 · doc4.xml · nonDerivative · entry 3 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600.54 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:12 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 2,067 | $162.57 | $336,032.19 |
DisclosureSEC source: 0001209191-17-007180 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,679.54 F3 · kind: Shares withheld for taxes upon the vesting of restricted stock and the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:12 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007180 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,746.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2014, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 31, 2014, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 23:32 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 654 | $163.25 | $106,765.50 |
DisclosureSEC source: 0001209191-17-006484 · doc4.xml · nonDerivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,251.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 23:32 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006484 · doc4.xml · nonDerivative · entry 3 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905.54 F4 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 30, 2015, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F4 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 30, 2015, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 23:32 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 811 | $164.04 | $133,036.44 |
DisclosureSEC source: 0001209191-17-006484 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,137.54 F3 · kind: Shares withheld for taxes upon the settlement in shares of the performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 23:32 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 2,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006484 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,948.54 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 29, 2016, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on January 29, 2016, upon achievement of performance goals under the 2009 M&T Bank Corporation Equity Incentive Compensation Plan. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:31 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 1,000 | $139.15 | $139,145.00 |
DisclosureSEC source: 0001209191-16-150538 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,755.54 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 22:13 UTC | M&T BANK CORP MTB · Entity 3122 | Exercise / conversionOption (right to buy) · Derivative | 7,433 | $0.00 Strike: $121.31 | $0.00 |
DisclosureSEC source: 0001209191-16-149094 · doc4.xml · derivative · entry 4 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,433 shares Expires 2017-01-31 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. F4 · price: The option was granted under an employee stock option plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F3 · derivative.exercise_date: Currently exercisable. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 22:13 UTC | M&T BANK CORP MTB · Entity 3122 | SaleCommon Stock | 7,433 | $125.07 | $929,624.50 |
DisclosureSEC source: 0001209191-16-149094 · doc4.xml · nonDerivative · entry 2 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,755.54 F1 · price: This transaction was executed in multiple trades at prices ranging from $125.040 to $125.108. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full informtion regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 22:13 UTC | M&T BANK CORP MTB · Entity 3122 | Exercise / conversionCommon Stock | 7,433 | $121.31 | $901,697.23 |
DisclosureSEC source: 0001209191-16-149094 · doc4.xml · nonDerivative · entry 1 Martocci Gino A. · CIK 0001596787 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,188.54 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.