Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES INCPFS · Entity 4228 | EVP and Chief Wealth Mgmt Ofc | February 07, 2017 | February 08, 2017 |
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.
PROVIDENT FINANCIAL SERVICES INC
Report date February 07, 2017 · Filed February 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,603 |
Ending reported balance
After 2017-02-07 transaction · row 28
28 source rows · reconciled sequenceRow 1 · 2017-02-07 · Exercise / conversion · Acquired 15,000 · Balance 27,603 Row 2 · 2017-02-07 · Exercise / conversion · Acquired 11,598 · Balance 39,201 Row 3 · 2017-02-07 · Sale · Disposed 600 · Balance 38,601 Row 4 · 2017-02-07 · Sale · Disposed 2,300 · Balance 36,301 Row 5 · 2017-02-07 · Sale · Disposed 1,200 · Balance 35,101 Row 6 · 2017-02-07 · Sale · Disposed 2,100 · Balance 33,001 Row 7 · 2017-02-07 · Sale · Disposed 100 · Balance 32,901 Row 8 · 2017-02-07 · Sale · Disposed 100 · Balance 32,801 Row 9 · 2017-02-07 · Sale · Disposed 752 · Balance 32,049 Row 10 · 2017-02-07 · Sale · Disposed 200 · Balance 31,849 Row 11 · 2017-02-07 · Sale · Disposed 800 · Balance 31,049 Row 12 · 2017-02-07 · Sale · Disposed 3,121 · Balance 27,928 Row 13 · 2017-02-07 · Sale · Disposed 1,177 · Balance 26,751 Row 14 · 2017-02-07 · Sale · Disposed 1,037 · Balance 25,714 Row 15 · 2017-02-07 · Sale · Disposed 1,111 · Balance 24,603 Row 16 · 2017-02-07 · Sale · Disposed 200 · Balance 24,403 Row 17 · 2017-02-07 · Sale · Disposed 2,034 · Balance 22,369 Row 18 · 2017-02-07 · Sale · Disposed 600 · Balance 21,769 Row 19 · 2017-02-07 · Sale · Disposed 900 · Balance 20,869 Row 20 · 2017-02-07 · Sale · Disposed 366 · Balance 20,503 Row 21 · 2017-02-07 · Sale · Disposed 100 · Balance 20,403 Row 22 · 2017-02-07 · Sale · Disposed 200 · Balance 20,203 Row 23 · 2017-02-07 · Sale · Disposed 800 · Balance 19,403 Row 24 · 2017-02-07 · Sale · Disposed 100 · Balance 19,303 Row 25 · 2017-02-07 · Sale · Disposed 100 · Balance 19,203 Row 26 · 2017-02-07 · Sale · Disposed 3,766 · Balance 15,437 Row 27 · 2017-02-07 · Sale · Disposed 1,066 · Balance 14,371 Row 28 · 2017-02-07 · Sale · Disposed 1,768 · Balance 12,603 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.27 · Expires 2019-05-07 | Direct | 0 |
Reported balance
After 2017-02-07 transaction · row 31
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 31 · 2017-02-07 · Exercise / conversion · Disposed 15,000 · Balance 0 F2: Stock options have fully vested. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.34 · Expires 2023-03-04 | Direct | 0 |
Reported balance
After 2017-02-07 transaction · row 32
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 32 · 2017-02-07 · Exercise / conversion · Disposed 11,598 · Balance 0 F2: Stock options have fully vested. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 18,497 |
Reported balance
Holding disclosure · report date 2017-02-07 · row 29
Holding and transaction disclosures are not merged.
1 source rowRow 29 · Balance 18,497 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,327 |
Reported balance
Holding disclosure · report date 2017-02-07 · row 30
Holding and transaction disclosures are not merged.
1 source rowRow 30 · Balance 5,327 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F2: Stock options have fully vested.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Blue Foundry Bancorp
Report date March 30, 2026 · Filed April 01, 2026
Section 16 reporting ended · disclosed 2026-04-01. 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 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 113,178 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2025 (the "Merger Agreement"), by and between the Issuer and Fulton Financial Corporation, each issued and outstanding share of Issuer common stock was converted into the right to receive 0.650 shares of Fulton Financial Corporation common stock (subject to the payment of cash in lieu of fractional shares). |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2026-04-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-04-01 · Disposition to issuer · Disposed 36,882 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2025 (the "Merger Agreement"), by and between the Issuer and Fulton Financial Corporation, each issued and outstanding share of Issuer common stock was converted into the right to receive 0.650 shares of Fulton Financial Corporation common stock (subject to the payment of cash in lieu of fractional shares). |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2026-04-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-04-01 · Disposition to issuer · Disposed 11,772 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2025 (the "Merger Agreement"), by and between the Issuer and Fulton Financial Corporation, each issued and outstanding share of Issuer common stock was converted into the right to receive 0.650 shares of Fulton Financial Corporation common stock (subject to the payment of cash in lieu of fractional shares). |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2026-04-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-04-01 · Disposition to issuer · Disposed 8,500 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2025 (the "Merger Agreement"), by and between the Issuer and Fulton Financial Corporation, each issued and outstanding share of Issuer common stock was converted into the right to receive 0.650 shares of Fulton Financial Corporation common stock (subject to the payment of cash in lieu of fractional shares). |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $11.69 · Expires 2032-10-19 | Direct | 0 |
Reported balance
After 2026-03-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-30 · Disposition to issuer · Disposed 570,450 · Balance 0 F3: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($13.6435), multiplied by the number of shares subject to such option. F2: Stock options vest ratably for seven years commencing on October 19, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2025 (the "Merger Agreement"), by and between the Issuer and Fulton Financial Corporation, each issued and outstanding share of Issuer common stock was converted into the right to receive 0.650 shares of Fulton Financial Corporation common stock (subject to the payment of cash in lieu of fractional shares).
F2: Stock options vest ratably for seven years commencing on October 19, 2023.
F3: In accordance with the Merger Agreement, each option to acquire common stock of the Issuer that is outstanding immediately prior to the effective time of the merger (whether vested or unvested), was cancelled and converted into the right to receive a cash payment, less applicable taxes and other withholdings, equal to the difference between the exercise price of the option and the per share consideration price ($13.6435), multiplied by the number of shares subject to such option.
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 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 800 | $25.98 | $20,780.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 23 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,403 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 200 | $25.98 | $5,196.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 22 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,203 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 100 | $25.99 | $2,599.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 21 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,403 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 366 | $26.00 | $9,516.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 20 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,503 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 900 | $26.01 | $23,404.50 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 19 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,869 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 600 | $26.01 | $15,604.50 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 18 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,769 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 2,034 | $26.01 | $52,904.34 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 17 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,369 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 200 | $26.02 | $5,203.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 16 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,403 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,111 | $26.02 | $28,908.22 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 15 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,603 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,037 | $26.03 | $26,993.11 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 14 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,714 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,177 | $26.04 | $30,649.08 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 13 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,751 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 3,121 | $26.05 | $81,302.05 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 12 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,928 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 800 | $26.06 | $20,848.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 11 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,049 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 200 | $26.07 | $5,214.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 10 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,849 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 752 | $26.08 | $19,612.16 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 9 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,049 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 100 | $26.09 | $2,608.75 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 8 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,801 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 100 | $26.10 | $2,609.50 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 7 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,901 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 2,100 | $26.11 | $54,831.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 6 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,001 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 1,200 | $26.11 | $31,335.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 5 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,101 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 2,300 | $26.12 | $60,064.50 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 4 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,301 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | SaleCommon Stock | 600 | $26.12 | $15,672.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 3 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,601 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 11,598 | $10.34 | $119,923.32 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 2 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,201 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 |
| February 07, 2017 Filed Feb 8, 2017 21:13 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 15,000 | $10.27 | $154,050.00 |
DisclosureSEC source: 0001628280-17-001004 · wf-form4_148658839210409.xml · nonDerivative · entry 1 Nesci James D · CIK 0001459549 · EVP and Chief Wealth Mgmt Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,603 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.