Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OFG BANCORPOFG · Entity 4437 | Chief Risk Officer | March 19, 2026 | March 20, 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.
OFG BANCORP
Report date March 19, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted UnitsSEC Table II · derivative / convertible security | Direct | 4,182 |
Reported balance
After 2026-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-19 · Grant · Acquired 2,145 · Balance 4,182 F1: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 26, 2026. F2: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F4: Not applicable. F3: Subject to the provisions of the Plan, the Restricted Period shall lapse in three annual installments as follows: 33% on the first anniversary, 33% on the second anniversary, and 33% on the third anniversary of the date of the Award. |
Filing footnotes · ownership attribution and instrument terms
F1: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 26, 2026.
F2: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period.
F3: Subject to the provisions of the Plan, the Restricted Period shall lapse in three annual installments as follows: 33% on the first anniversary, 33% on the second anniversary, and 33% on the third anniversary of the date of the Award.
F4: Not applicable.
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 01, 2022 Filed Mar 2, 2022 22:33 UTC | OFG BANCORP OFG · Entity 4437 | Tax withholdingCommon Stock | 299 | $27.78 | $8,306.22 |
DisclosureSEC source: 0001562180-22-002128 · primarydocument.xml · nonDerivative · entry 5 Ortiz Cesar A · CIK 0001380905 · Director, Corp Performance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,835 F4 · security: Represents shares of Common Stock withheld against both Performance Shares and Restricted Units for payment of applicable taxes. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:33 UTC | OFG BANCORP OFG · Entity 4437 | Tax withholdingCommon Stock | 614 | $27.72 | $17,020.08 |
DisclosureSEC source: 0001562180-22-002128 · primarydocument.xml · nonDerivative · entry 4 Ortiz Cesar A · CIK 0001380905 · Director, Corp Performance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,134 F4 · security: Represents shares of Common Stock withheld against both Performance Shares and Restricted Units for payment of applicable taxes. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:33 UTC | OFG BANCORP OFG · Entity 4437 | GrantCommon Stock | 5,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-002128 · primarydocument.xml · nonDerivative · entry 3 Ortiz Cesar A · CIK 0001380905 · Director, Corp Performance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,748 F2 · security: Represent shares of Common Stock received upon settlement of two (2) performance share unit awards on February 20, 2019 and September 22, 2020, under the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan"). F3 · price: Not applicable. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:33 UTC | OFG BANCORP OFG · Entity 4437 | GrantCommon Stock | 2,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-002128 · primarydocument.xml · nonDerivative · entry 2 Ortiz Cesar A · CIK 0001380905 · Director, Corp Performance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,243 F1 · price: Not applicable. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:33 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 2,523 | $27.84 | $70,240.32 |
DisclosureSEC source: 0001562180-22-002128 · primarydocument.xml · nonDerivative · entry 1 Ortiz Cesar A · CIK 0001380905 · Director, Corp Performance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:13 UTC | OFG BANCORP OFG · Entity 4437 | Exercise / conversionQualified Stock Options · Derivative | 6,000 | Not disclosed Strike: $16.10 | Not disclosed |
DisclosureSEC source: 0001562180-22-000753 · primarydocument.xml · derivative · entry 3 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2024-02-27 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. F2 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan. These options represented a right to buy the underlying securities. F3 · price: The executive is exercising a derivative security. F4 · derivative.exercise_date: The Award became exercisable at the rate of 25% per year commencing on February 27, 2016. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:13 UTC | OFG BANCORP OFG · Entity 4437 | Tax withholdingCommon Stock | 3,477 | $27.78 | $96,591.06 |
DisclosureSEC source: 0001562180-22-000753 · primarydocument.xml · nonDerivative · entry 2 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,523 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 2,523 shares of Common Stock on net exercise of option to purchase 6,000 shares of Common Stock. The Issuer withheld 3,477 shares of Common Stock underlying the option for payment of the exercise price, using the closing stock price on January 25, 2022. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:13 UTC | OFG BANCORP OFG · Entity 4437 | Exercise / conversionCommon Stock | 6,000 | $16.10 | $96,600.00 |
DisclosureSEC source: 0001562180-22-000753 · primarydocument.xml · nonDerivative · entry 1 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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 |
| March 24, 2021 Filed Mar 27, 2021 00:34 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-21-000004 · primary_doc.xml · derivative · entry 1 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,144 Underlying: Common Stock · 3,500 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan (the "Plan") per grant of February 17, 2021. F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F4 · price: Not applicable. F3 · derivative.exercise_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in three annual installments as follows: 33% on the first anniversary; 33% on the second anniversary; and 34% on the third anniversary of the date of the Award. F3 · derivative.expiration_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in three annual installments as follows: 33% on the first anniversary; 33% on the second anniversary; and 34% on the third anniversary of the date of the Award. Read SEC document |
| March 17, 2021 Filed Mar 20, 2021 00:28 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 2,212 | $22.40 | $49,542.83 |
DisclosureSEC source: 0001380905-21-000003 · primary_doc.xml · nonDerivative · entry 1 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 22:35 UTC | OFG BANCORP OFG · Entity 4437 | Exercise / conversionRestricted Units · Derivative | 3,561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-21-000002 · primary_doc.xml · derivative · entry 3 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,644 Underlying: Common Stock · 3,561 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. F3 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan. They represent 33% of a grant of Restricted Units ("RUs") on February 18, 2020; 33% of a grant of RUs on February 20, 2019; and 100% of a grant of RUs on February 27, 2018. F4 · derivative.exercise_price: The Restricted Units convert to Common Stock on a one-for-one basis. F1 · price: Not applicable. F1 · derivative.exercise_date: Not applicable. F1 · derivative.expiration_date: Not applicable. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 22:35 UTC | OFG BANCORP OFG · Entity 4437 | Tax withholdingCommon Stock | 1,349 | $19.71 | $26,588.79 |
DisclosureSEC source: 0001380905-21-000002 · primary_doc.xml · nonDerivative · entry 2 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,212 F2 · security: Represents shares of Common Stock withheld for payment of applicable taxes on lapse of Restricted Unit award. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 22:35 UTC | OFG BANCORP OFG · Entity 4437 | GrantCommon Stock | 3,561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-21-000002 · primary_doc.xml · nonDerivative · entry 1 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,561 F1 · price: Not applicable. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 00:44 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 1,844 | $19.01 | $35,054.44 |
DisclosureSEC source: 0001380905-21-000001 · primary_doc.xml · nonDerivative · entry 2 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 00:44 UTC | OFG BANCORP OFG · Entity 4437 | SaleCommon Stock | 100 | $19.02 | $1,902.00 |
DisclosureSEC source: 0001380905-21-000001 · primary_doc.xml · nonDerivative · entry 1 Ortiz Cesar A · CIK 0001380905 · Managing Director Corp Perform 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,844 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 19:51 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-18-000001 · primary_doc.xml · derivative · entry 1 Ortiz Cesar A · CIK 0001380905 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 Underlying: Common Stock · 2,500 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan ("Plan"). F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of common stock at the end of the Restricted Period. F4 · price: Not applicable. F3 · derivative.exercise_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary date of this Award. F3 · derivative.expiration_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary date of this Award. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 00:04 UTC | OFG BANCORP OFG · Entity 4437 | GrantRestricted Units · Derivative | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-17-000002 · primary_doc.xml · derivative · entry 1 Ortiz Cesar A · CIK 0001380905 · SVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Underlying: Common Stock · 1,900 shares Expires not disclosed F1 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan ("Plan"). F2 · derivative.exercise_price: Not applicable. The Grantee is expected to receive the underlying shares of Common Stock at the end of the Restricted Period. F4 · price: Not applicable. F3 · derivative.exercise_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of this Award. F3 · derivative.expiration_date: Subject to the provisions of the Plan, the Restricted Period shall lapse in its entirety on the third anniversary of this Award. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:29 UTC | OFG BANCORP OFG · Entity 4437 | Tax withholdingRestricted Units · Derivative | 87 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-17-000001 · primary_doc.xml · derivative · entry 3 Ortiz Cesar A · CIK 0001380905 · SVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87 shares Expires not disclosed F2 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan. F3 · derivative.exercise_price: The Restricted Units convert to Common Stock on a one-for-one basis. F1 · price: Not applicable. F1 · derivative.exercise_date: Not applicable. F1 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:29 UTC | OFG BANCORP OFG · Entity 4437 | Exercise / conversionRestricted Units · Derivative | 513 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-17-000001 · primary_doc.xml · derivative · entry 2 Ortiz Cesar A · CIK 0001380905 · SVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87 Underlying: Common Stock · 513 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. F2 · security: Awarded pursuant to the OFG Bancorp Amended and Restated 2007 Omnibus Performance Incentive Plan. F3 · derivative.exercise_price: The Restricted Units convert to Common Stock on a one-for-one basis. F1 · price: Not applicable. F1 · derivative.exercise_date: Not applicable. F1 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:29 UTC | OFG BANCORP OFG · Entity 4437 | GrantCommon Stock | 513 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001380905-17-000001 · primary_doc.xml · nonDerivative · entry 1 Ortiz Cesar A · CIK 0001380905 · SVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,428 F1 · price: Not applicable. 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.