Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEAPACK GLADSTONE FINANCIAL CORPPGC · Entity 1354 | Director | March 20, 2026 | March 23, 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.
PEAPACK GLADSTONE FINANCIAL CORP
Report date March 20, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectRabbi Trust | 4,733 |
Reported balance
After 2026-03-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-03-20 · Exercise / conversion · Acquired 1,675 · Balance 4,733 F1: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F2: Includes shares received through dividend reinvestment since the last filing. F3: Held indirectly through a rabbi trust pursuant to a non-qualified deferred compensation plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-20 · Exercise / conversion · Disposed 1,675 · Balance 0 F1: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,491 |
Reported balance
After 2026-03-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-20 · Grant · Acquired 1,491 · Balance 1,491 F4: On March 20, 2026, the reporting person was granted 1,491 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. |
| Common StockSEC Table I · non-derivative | Direct | 12,070 |
Reported balance
Holding disclosure · report date 2026-03-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,070 |
Filing footnotes · ownership attribution and instrument terms
F1: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock.
F2: Includes shares received through dividend reinvestment since the last filing.
F3: Held indirectly through a rabbi trust pursuant to a non-qualified deferred compensation plan.
F4: On March 20, 2026, the reporting person was granted 1,491 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC 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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 23, 2026 19:21 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-119502 · ownership.xml · derivative · entry 4 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,491 Underlying: Common Stock · 1,491 shares Expires not disclosed F4 · derivative.exercise_price: On March 20, 2026, the reporting person was granted 1,491 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F4 · price: On March 20, 2026, the reporting person was granted 1,491 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F4 · derivative.exercise_date: On March 20, 2026, the reporting person was granted 1,491 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F4 · derivative.expiration_date: On March 20, 2026, the reporting person was granted 1,491 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 19:21 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionRestricted Stock Units · Derivative | 1,675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-119502 · ownership.xml · derivative · entry 3 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,675 shares Expires not disclosed 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. F1 · derivative.exercise_price: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F1 · price: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F1 · derivative.exercise_date: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F1 · derivative.expiration_date: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 19:21 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | Exercise / conversionCommon Stock | 1,675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-119502 · ownership.xml · nonDerivative · entry 2 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Rabbi Trust Disclosed balance after: 4,733 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. F1 · price: On March 20, 2025, the reporting person was granted 1,675 restricted stock units (RSUs), vesting on the one year anniversary of the grant. Upon vesting, each RSU converts into one share of PGC common stock. F2 · balance_after: Includes shares received through dividend reinvestment since the last filing. F3 · ownership.nature: Held indirectly through a rabbi trust pursuant to a non-qualified deferred compensation plan. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 20:32 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-043256 · ownership.xml · derivative · entry 3 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,675 Underlying: Common Stock · 1,675 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F3 · derivative.exercise_date: The restricted stock units vest and settle in stock on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in stock on the first anniversary of the grant date. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 12:16 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantPhantom Stock · Derivative | 2,069 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035088 · ownership.xml · derivative · entry 3 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,069 Underlying: Common Stock · 2,069 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: The phantom stock is scheduled to vest on the first anniversary of the grant date. F3 · derivative.expiration_date: The phantom stock is scheduled to vest on the first anniversary of the grant date. Read SEC document |
| March 20, 2023 Filed Mar 21, 2023 20:56 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020314 · doc4.xml · derivative · entry 3 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,598 Underlying: Common Stock · 1,598 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F3 · derivative.exercise_date: The restricted stock units vest and settle in stock on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in stock on the first anniversary of the grant date. Read SEC document |
| May 23, 2022 Filed May 24, 2022 17:06 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 2,500 | $31.49 | $78,732.50 |
DisclosureSEC source: 0001209191-22-031556 · doc4.xml · nonDerivative · entry 1 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,848 Read SEC document |
| March 20, 2022 Filed Mar 21, 2022 22:30 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020344 · doc4.xml · derivative · entry 2 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,939 Underlying: Common Stock · 1,222 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock in two approximately equal installments on each of the first two anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock in two approximately equal installments on each of the first two anniversaries of the grant date. Read SEC document |
| September 21, 2021 Filed Sep 22, 2021 17:17 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 2,500 | $31.88 | $79,700.00 |
DisclosureSEC source: 0001209191-21-057212 · doc4.xml · nonDerivative · entry 1 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,674 Read SEC document |
| March 20, 2021 Filed Mar 22, 2021 19:45 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022297 · doc4.xml · derivative · entry 2 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,108 Underlying: Common Stock · 1,434 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock in two approximately equal installments on each of the first two anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock in two approximately equal installments on each of the first two anniversaries of the grant date. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 20:09 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 1,000 | $16.83 | $16,834.70 |
DisclosureSEC source: 0001209191-20-057416 · doc4.xml · nonDerivative · entry 1 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 17:17 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | GrantRestricted Stock Units · Derivative | 3,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020845 · doc4.xml · derivative · entry 2 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,348 Underlying: Common Stock · 3,348 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Peapack-Gladstone Financial Corporation. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock in two approximately equal installments on each of the first two anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock in two approximately equal installments on each of the first two anniversaries of the grant date. Read SEC document |
| March 17, 2020 Filed Mar 17, 2020 20:22 UTC | PEAPACK GLADSTONE FINANCIAL CORP PGC · Entity 1354 | PurchaseCommon Stock | 1,000 | $16.43 | $16,430.00 |
DisclosureSEC source: 0001209191-20-019581 · doc4.xml · nonDerivative · entry 1 Horst Peter D. · CIK 0001768546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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.