Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EAGLE BANCORP INCEGBN · Entity 5105 | Senior EVP, CFO | October 06, 2026 | October 08, 2026 |
| EQUITY BANCSHARES INCEQBK · Entity 4952 | CFO | March 14, 2023 | March 15, 2023 |
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.
EAGLE BANCORP INC
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,081 |
Reported balance
After 2026-10-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-06 · Other · Disposed 7,833 · Balance 36,081 F1: On October 6, 2026, the Reporting Person transferred 7,833 shares of common stock held directly to The Eric Newell Revocable Trust. The transfer reflects a change in the form of beneficial ownership from direct to indirect and is exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. F2: The Reporting Person's holdings include 352 shares acquired under the Eagle Bancorp, Inc. 2021 Employee Stock Purchase Plan (the "ESPP") on March 31, 2026; 290 shares acquired under the ESPP on June 30, 2026; and 265 shares acquired under the ESPP on September 30, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,833 |
Reported balance
After 2026-10-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-06 · Other · Acquired 7,833 · Balance 7,833 F1: On October 6, 2026, the Reporting Person transferred 7,833 shares of common stock held directly to The Eric Newell Revocable Trust. The transfer reflects a change in the form of beneficial ownership from direct to indirect and is exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. F3: Shares held by The Eric Newell Revocable Trust, of which the Reporting Person is the sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 6, 2026, the Reporting Person transferred 7,833 shares of common stock held directly to The Eric Newell Revocable Trust. The transfer reflects a change in the form of beneficial ownership from direct to indirect and is exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended.
F2: The Reporting Person's holdings include 352 shares acquired under the Eagle Bancorp, Inc. 2021 Employee Stock Purchase Plan (the "ESPP") on March 31, 2026; 290 shares acquired under the ESPP on June 30, 2026; and 265 shares acquired under the ESPP on September 30, 2026.
F3: Shares held by The Eric Newell Revocable Trust, of which the Reporting Person is the sole trustee.
EQUITY BANCSHARES INC
Report date March 14, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 42,522 |
Reported balance
After 2023-03-14 transaction · row 1
1 source rowRow 1 · 2023-03-14 · Purchase · Acquired 1,000 · Balance 42,522 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
United Financial Bancorp, Inc.
Report date November 01, 2019 · Filed November 04, 2019
Section 16 reporting ended · disclosed 2019-11-04. 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 2019-11-01 transaction · row 1
1 source rowRow 1 · 2019-11-01 · Disposition to issuer · Disposed 56,839 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 15, 2019 (the "Merger Agreement"), by and between United Financial Bancorp, Inc. ("UBNK") and People's United Financial, Inc.("People's United"), in exchange for 0.875 shares of common stock of People's United ("People's United Common Stock") per share of common stock of UBNK, with cash payable in lieu of any fractional shares.As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy United Bank 401(k) Plan | 0 |
Reported balance
After 2019-11-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-11-01 · Disposition to issuer · Disposed 16,715.185 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 15, 2019 (the "Merger Agreement"), by and between United Financial Bancorp, Inc. ("UBNK") and People's United Financial, Inc.("People's United"), in exchange for 0.875 shares of common stock of People's United ("People's United Common Stock") per share of common stock of UBNK, with cash payable in lieu of any fractional shares.As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. |
| Common StockSEC Table I · non-derivative | IndirectHeld in IRA | 0 |
Reported balance
After 2019-11-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-11-01 · Disposition to issuer · Disposed 4,537.4995 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 15, 2019 (the "Merger Agreement"), by and between United Financial Bancorp, Inc. ("UBNK") and People's United Financial, Inc.("People's United"), in exchange for 0.875 shares of common stock of People's United ("People's United Common Stock") per share of common stock of UBNK, with cash payable in lieu of any fractional shares.As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $13.73 · Expires 2024-06-20 | Direct | 0 |
Reported balance
After 2019-11-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-11-01 · Disposition to issuer · Disposed 4,783 · Balance 0 F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $13.25 · Expires 2023-06-21 | Direct | 0 |
Reported balance
After 2019-11-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-11-01 · Disposition to issuer · Disposed 4,429 · Balance 0 F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.99 · Expires 2022-06-21 | Direct | 0 |
Reported balance
After 2019-11-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-11-01 · Disposition to issuer · Disposed 50,739 · Balance 0 F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.99 · Expires 2022-06-21 | Direct | 0 |
Reported balance
After 2019-11-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-11-01 · Disposition to issuer · Disposed 18,009 · Balance 0 F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $13.25 · Expires 2023-06-21 | Direct | 0 |
Reported balance
After 2019-11-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-11-01 · Disposition to issuer · Disposed 13,289 · Balance 0 F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $13.73 · Expires 2024-06-20 | Direct | 0 |
Reported balance
After 2019-11-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-11-01 · Disposition to issuer · Disposed 14,349 · Balance 0 F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 15, 2019 (the "Merger Agreement"), by and between United Financial Bancorp, Inc. ("UBNK") and People's United Financial, Inc.("People's United"), in exchange for 0.875 shares of common stock of People's United ("People's United Common Stock") per share of common stock of UBNK, with cash payable in lieu of any fractional shares.As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock.
F2: Pursuant to the Merger Agreement, each UBNK stock option, whether or not then vested or free of conditions to payment, was cancelled and converted automatically into the right to receive a number of shares of People's United Common Stock specified in the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| November 28, 2016 Filed Nov 30, 2016 16:35 UTC | United Financial Bancorp, Inc. UBNK · Entity 154057 | Tax withholdingCommon Stock | 675 | $16.43 | $11,090.25 |
DisclosureSEC source: 0001501364-16-000193 · wf-form4_148054172025991.xml · nonDerivative · entry 1 Newell Eric R · CIK 0001523145 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,499 F1 · ownership.direct: Includes 801 restricted stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, the original grant of 1,216 performance shares became 100% vested at target. The reported number of shares is net of 415 shares withheld by the Issuer for tax withholding purposes. F2 · ownership.direct: Includes 5,876 restricted shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan. The original grant of 5,876 shares vest in equal 33% increments over a three year period, the first 33% vesting on November 18, 2016 and the subsequent vesting on each on each annual anniversary of the grant date thereafter. F3 · ownership.direct: Includes 798 Shares of Restricted Stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. The original grant of 1,216 shares vest in four equal annual installments of 25%, with the first installment to vest on June 21, 2013 and an additional 25% to vest on each annual anniversary of the grant date thereafter. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, all shares became 100% vested. The reported number of shares is net of 418 shares withheld by the Issuer for tax withholding purposes. F4 · ownership.direct: Includes 9,382 restricted shares granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. The original grant of 14,201 shares will vest in four equal annual installments of 25%, with the first installment to vest on June 21, 2012 and an additional 25% to vest on each annual anniversary of the grant date thereafter. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, all shares became 100% vested. The reported number of shares is net of 4,819 shares withheld by the Issuer for tax withholding purposes. F5 · ownership.direct: Includes 2,102 restricted shares granted pursuant to the Rockville Financial, Inc. 2012 Stock Incentive Plan. The original grant of 2,731 shares vest in equal 33% increments over a three year period, the first 33% vesting on June 20, 2015 and the subsequent vestings on each annual anniversary of the grant date thereafter. The reported number is net of 619 shares withheld by the Issuer for tax withholding purposes. F6 · ownership.direct: Includes 5,876 restricted stock shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan and cliff vest on December 31, 2018 if, and only if, United Financial Bancorp, Inc. meets certain performance goals. F7 · ownership.direct: Includes 3,796 restricted shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan. The original grant of 3,796 shares vest in equal 33% increments over a three year period, the first 33% vesting on November 22, 2017 and the subsequent vesting on each on each annual anniversary of the grant date thereafter. F8 · ownership.direct: Includes 3,796 restricted stock shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan and cliff vest on December 31, 2019, if, and only if, United Financial Bancorp, Inc. meets certain performance goals. F9 · ownership.direct: Includes 5,462 restricted stock shares granted on June 20, 2014 pursuant to the Rockville Financial, Inc. 2012 Stock Incentive Plan and cliff vest on the third anniversary of the grant date, if, and only if, United Financial Bancorp, Inc. meets certain performance goals. F10 · ownership.direct: Includes 3,120 restricted stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, the original grant of 4,734 performance shares became 100% vested at target. The reported number of shares is net of 1,614 shares withheld by the Issuer for taxwithholding purposes. F11 · ownership.direct: Transaction represents shares withheld by the Issuer for tax withholding purposes with respect to the vesting of Restricted Stock previously issued to the Reporting Person by the Issuer November 18, 2015 under its 2015 Omnibus Stock Incentive Plan. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 14:52 UTC | United Financial Bancorp, Inc. UBNK · Entity 154057 | GrantCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001501364-16-000176 · wf-form4_147993071557833.xml · nonDerivative · entry 2 Newell Eric R · CIK 0001523145 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,174 F1 · ownership.direct: Includes 5,462 restricted stock shares granted on June 20, 2014 pursuant to the Rockville Financial, Inc. 2012 Stock Incentive Plan and cliff vest on the third anniversary of the grant date, if, and only if, United Financial Bancorp, Inc. meets certain performance goals. F2 · ownership.direct: Includes 3,120 restricted stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, the original grant of 4,734 performance shares became 100% vested at target. The reported number of shares is net of 1,614 shares withheld by the Issuer for taxwithholding purposes. F3 · ownership.direct: Includes 9,382 restricted shares granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. The original grant of 14,201 shares will vest in four equal annual installments of 25%, with the first installment to vest on June 21, 2012 and an additional 25% to vest on each annual anniversary of the grant date thereafter. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, all shares became 100% vested. The reported number of shares is net of 4,819 shares withheld by the Issuer for tax withholding purposes. F4 · ownership.direct: Includes 5,876 restricted shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan. The original grant of 5,876 shares vest in equal 33% increments over a three year period, the first 33% vesting on November 18, 2016 and the subsequent vesting on each on each annual anniversary of the grant date thereafter. F5 · ownership.direct: Includes 798 Shares of Restricted Stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. The original grant of 1,216 shares vest in four equal annual installments of 25%, with the first installment to vest on June 21, 2013 and an additional 25% to vest on each annual anniversary of the grant date thereafter. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, all shares became 100% vested. The reported number of shares is net of 418 shares withheld by the Issuer for tax withholding purposes. F6 · ownership.direct: Includes 2,102 restricted shares granted pursuant to the Rockville Financial, Inc. 2012 Stock Incentive Plan. The original grant of 2,731 shares vest in equal 33% increments over a three year period, the first 33% vesting on June 20, 2015 and the subsequent vestings on each annual anniversary of the grant date thereafter. The reported number is net of 619 shares withheld by the Issuer for tax withholding purposes. F7 · ownership.direct: Includes 5,876 restricted stock shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan and cliff vest on December 31, 2018 if, and only if, United Financial Bancorp, Inc. meets certain performance goals F8 · ownership.direct: Includes 801 restricted stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, the original grant of 1,216 performance shares became 100% vested at target. The reported number of shares is net of 415 shares withheld by the Issuer for tax withholding purposes. F10 · ownership.direct: Transaction represents 3,796 restricted stock shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan and cliff vest on December 31, 2019, if, and only if, United Financial Bancorp, Inc. meets certain performance goals. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 14:52 UTC | United Financial Bancorp, Inc. UBNK · Entity 154057 | GrantCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001501364-16-000176 · wf-form4_147993071557833.xml · nonDerivative · entry 1 Newell Eric R · CIK 0001523145 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,378 F1 · ownership.direct: Includes 5,462 restricted stock shares granted on June 20, 2014 pursuant to the Rockville Financial, Inc. 2012 Stock Incentive Plan and cliff vest on the third anniversary of the grant date, if, and only if, United Financial Bancorp, Inc. meets certain performance goals. F2 · ownership.direct: Includes 3,120 restricted stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, the original grant of 4,734 performance shares became 100% vested at target. The reported number of shares is net of 1,614 shares withheld by the Issuer for taxwithholding purposes. F3 · ownership.direct: Includes 9,382 restricted shares granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. The original grant of 14,201 shares will vest in four equal annual installments of 25%, with the first installment to vest on June 21, 2012 and an additional 25% to vest on each annual anniversary of the grant date thereafter. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, all shares became 100% vested. The reported number of shares is net of 4,819 shares withheld by the Issuer for tax withholding purposes. F4 · ownership.direct: Includes 5,876 restricted shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan. The original grant of 5,876 shares vest in equal 33% increments over a three year period, the first 33% vesting on November 18, 2016 and the subsequent vesting on each on each annual anniversary of the grant date thereafter. F5 · ownership.direct: Includes 798 Shares of Restricted Stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. The original grant of 1,216 shares vest in four equal annual installments of 25%, with the first installment to vest on June 21, 2013 and an additional 25% to vest on each annual anniversary of the grant date thereafter. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, all shares became 100% vested. The reported number of shares is net of 418 shares withheld by the Issuer for tax withholding purposes. F6 · ownership.direct: Includes 2,102 restricted shares granted pursuant to the Rockville Financial, Inc. 2012 Stock Incentive Plan. The original grant of 2,731 shares vest in equal 33% increments over a three year period, the first 33% vesting on June 20, 2015 and the subsequent vestings on each annual anniversary of the grant date thereafter. The reported number is net of 619 shares withheld by the Issuer for tax withholding purposes. F7 · ownership.direct: Includes 5,876 restricted stock shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan and cliff vest on December 31, 2018 if, and only if, United Financial Bancorp, Inc. meets certain performance goals F8 · ownership.direct: Includes 801 restricted stock granted pursuant to the Rockville Financial, Inc.'s 2012 Stock Incentive Plan. Pursuant to the Agreement and Plan of Merger, dated November 14, 2013, at legal close on April 30, 2014, the original grant of 1,216 performance shares became 100% vested at target. The reported number of shares is net of 415 shares withheld by the Issuer for tax withholding purposes. F9 · ownership.direct: Transaction represents 3,796 restricted shares granted pursuant to the United Financial Bancorp, Inc. 2015 Omnibus Stock Incentive Plan. The original grant of 3,796 shares vest in equal 33% increments over a three year period, the first 33% vesting on November 22, 2017 and the subsequent vesting on each on each annual anniversary of the grant date thereafter. 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.