TapewireFind a company

person · Reporting owner

Katsoulis Nicos

Disclosed activity across 2 companies

Tapewire entity
63592
SEC CIK
0001408329

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
OCEANFIRST FINANCIAL CORPOCFC · Entity 4580DirectorFebruary 27, 2026March 03, 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.

OCEANFIRST FINANCIAL CORP

Report date February 27, 2026 · Filed March 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect31,096 Reported balance After 2026-02-27 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-02-27 · Grant · Acquired 2,769 · Balance 31,096

F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

Common StockSEC Table I · non-derivativeIndirectBy Spouse3,022 Reported balance Holding disclosure · report date 2026-02-27 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 3,022

Filing footnotes · ownership attribution and instrument terms

F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

SUN BANCORP INC /NJ/

Report date January 31, 2018 · Filed February 01, 2018

Section 16 reporting ended · disclosed 2018-02-01. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2018-01-31 transaction · row 1
1 source row

Row 1 · 2018-01-31 · Disposition to issuer · Disposed 81,777 · Balance 0

F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.

Common StockSEC Table I · non-derivativeIndirect401 (k)0 Reported balance After 2018-01-31 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2018-01-31 · Disposition to issuer · Disposed 952.824 · Balance 0

F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.08 · Expires 2026-03-01Direct0 Reported balance After 2018-01-31 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2018-01-31 · Disposition to issuer · Disposed 16,956 · Balance 0

F2: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289.

Filing footnotes · ownership attribution and instrument terms

F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.

F2: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 27, 2026 Filed Mar 3, 2026 21:36 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 2,769 $0.00 $0.00
Disclosure

SEC source: 0001408329-26-000002 · wk-form4_1772573789.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,096

F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:00 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001004702-25-000024 · wk-form4_1741111219.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,327

F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2026. Total includes other restricted shares that vest in the future.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 18:02 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 3,354 $0.00 $0.00
Disclosure

SEC source: 0001004702-24-000026 · wk-form4_1709316122.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,549

F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2025. Total includes other restricted shares that vest in the future.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 14:31 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 2,109 $0.00 $0.00
Disclosure

SEC source: 0001004702-23-000027 · wf-form4_167776747023405.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,195

F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2024. Total includes other restricted shares that vest in the future.

Read SEC document
May 13, 2022 Filed May 13, 2022 19:00 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 2,000 $18.99 $37,980.00
Disclosure

SEC source: 0001004702-22-000095 · wf-form4_165246843429398.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,086

F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
March 10, 2022 Filed Mar 10, 2022 20:43 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 2,000 $21.40 $42,800.00
Disclosure

SEC source: 0001004702-22-000076 · wf-form4_164694498549163.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,086

F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
February 28, 2022 Filed Mar 1, 2022 20:31 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 2,235 $0.00 $0.00
Disclosure

SEC source: 0001004702-22-000034 · wf-form4_164616667505083.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,086

F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future.

Read SEC document
November 29, 2021 Filed Nov 30, 2021 14:07 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 3,000 $20.90 $62,700.00
Disclosure

SEC source: 0001004702-21-000142 · wf-form4_163828123746848.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse

Disclosed balance after: 3,000

Read SEC document
August 03, 2021 Filed Aug 4, 2021 14:15 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 2,000 $19.07 $38,140.00
Disclosure

SEC source: 0001004702-21-000118 · wf-form4_162808653775126.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,851

F1 · price: This transaction was executed in multiple trades at prices ranging from $19.06 to $19.16. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the numbers of shares and prices at which the transaction was effected.

F2 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11.

F3 · balance_after: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
February 26, 2021 Filed Mar 2, 2021 15:17 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 2,301 $0.00 $0.00
Disclosure

SEC source: 0001004702-21-000039 · wf-form4_161469824830078.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,836

F1 · balance_after: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2022. Total includes other restricted shares that vest in the future.

Read SEC document
November 04, 2020 Filed Nov 4, 2020 20:34 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 900 $14.68 $13,212.00
Disclosure

SEC source: 0001004702-20-000159 · wf-form4_160452205339030.xml · nonDerivative · entry 2

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,535

F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
November 04, 2020 Filed Nov 4, 2020 20:34 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 1,000 $14.82 $14,824.00
Disclosure

SEC source: 0001004702-20-000159 · wf-form4_160452205339030.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,635

F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
March 10, 2020 Filed Mar 11, 2020 16:56 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 2,000 $16.83 $33,660.00
Disclosure

SEC source: 0001004702-20-000093 · wf-form4_158394577559471.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,635

F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 16:56 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 2,445 $0.00 $0.00
Disclosure

SEC source: 0001004702-20-000041 · wf-form4_158325457839330.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,635

F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2021. Total includes other restricted shares that vest in the future.

Read SEC document
February 27, 2020 Filed Feb 27, 2020 20:48 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 PurchaseCommon Stock 2,000 $21.35 $42,700.00
Disclosure

SEC source: 0001004702-20-000022 · wf-form4_158283649375302.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,190

F1 · balance_after: Total includes shares of restricted Common stock that have not yet vested.

Read SEC document
February 28, 2019 Filed Mar 4, 2019 16:29 UTC OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 GrantCommon Stock 1,190 $0.00 $0.00
Disclosure

SEC source: 0001004702-19-000039 · wf-form4_155171692541679.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,190

F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2020.

Read SEC document
January 31, 2018 Filed Feb 1, 2018 14:09 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative 16,956 Not disclosed Strike: $21.08 Not disclosed
Disclosure

SEC source: 0001562180-18-000538 · primarydocument.xml · derivative · entry 3

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16,956 shares

Expires 2026-03-01

F2 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289.

Read SEC document
January 31, 2018 Filed Feb 1, 2018 14:09 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 Disposition to issuerCommon Stock 952.824 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-18-000538 · primarydocument.xml · nonDerivative · entry 2

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 401 (k)

Disclosed balance after: 0

F1 · price: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.

Read SEC document
January 31, 2018 Filed Feb 1, 2018 14:09 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 Disposition to issuerCommon Stock 81,777 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-18-000538 · primarydocument.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.

Read SEC document
December 19, 2017 Filed Dec 20, 2017 09:37 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 GrantCommon Stock 0.366 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-17-003965 · primarydocument.xml · nonDerivative · entry 2

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 401 (k)

Disclosed balance after: 952.824

F3 · price: Various dates and prices.

Read SEC document
December 19, 2017 Filed Dec 20, 2017 09:37 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 Tax withholdingCommon Stock 16,302 $25.30 $412,440.60
Disclosure

SEC source: 0001562180-17-003965 · primarydocument.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,777

F1 · shares: Shares withheld for tax withholding upon vesting of 42,906 shares of restricted stock granted on various dates.

F2 · balance_after: Total includes the shares of restricted stock, net of taxes, that vested on December 19, 2017 in accordance with the terms of the Sun Bancorp, Inc. 2010 Stock Based Incentive Plan and the Sun Bancorp, Inc. 2015 Omnibus Stock Incentive Plan.

Read SEC document
November 10, 2017 Filed Nov 13, 2017 11:25 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 GrantCommon Stock 0.167 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-17-003533 · primarydocument.xml · nonDerivative · entry 2

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 401 (k)

Disclosed balance after: 952.458

F6 · price: Various dates and prices.

Read SEC document
November 10, 2017 Filed Nov 13, 2017 11:25 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 Tax withholdingCommon Stock 4,350 $24.00 $104,400.00
Disclosure

SEC source: 0001562180-17-003533 · primarydocument.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,079

F1 · shares: Shares withheld for tax withholding upon vesting of 11,678 shares of restricted stock awarded on 5/26/15.

F2 · balance_after: Total includes 23,356 shares of restricted stock awarded on 5/26/15 which vest on 11/10/18.

F3 · balance_after: Total includes 4,981 shares of restricted stock awarded on 3/1/16 which vests 1,245 shares on 3/1/18, 1,245 shares on 3/1/19, 1,245 shares on 3/1/20 and 1,246 shares on 3/1/21.

F4 · balance_after: Total includes 5,027 shares of restricted stock awarded on 4/1/16 which vest on 6/30/18.

F5 · balance_after: Total includes 9,542 shares of restricted stock awarded on 2/28/17 which vests 2,386 shares on 3/1/18, 2,386 shares on 3/1/19, 2,385 shares on 3/1/20 and 2,385 shares on 3/1/21.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:13 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 GrantCommon Stock 436.198 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-17-001084 · primarydocument.xml · nonDerivative · entry 2

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 401 (k)

Disclosed balance after: 951.291

F5 · price: Various dates and prices.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:13 UTC SUN BANCORP INC /NJ/ SNBC · Entity 169861 GrantCommon Stock 9,542 $0.00 $0.00
Disclosure

SEC source: 0001562180-17-001084 · primarydocument.xml · nonDerivative · entry 1

Katsoulis Nicos · CIK 0001408329 · EVP/Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,429

F1 · balance_after: Total includes 46,712 restricted shares awarded on 5/26/15 which will vest 25% on 11/10/16, 25% on 11/10/17 and 50% on 11/10/18.

F2 · balance_after: Total includes 4,981 shares of Restricted Stock awarded 3/1/16 which vests 1,245 shares 0n 3/1/18, 1245 shares on 3/1/19, 1,245 shares on 3/1/20, 1,246 shares on 3/1/21.

F3 · balance_after: Total includes 10,053 shares of restricted stock awarded 4/1/16 which vests 5,026 shares on 6/30/17 and 5,027 shares on 6/30/18.

F4 · balance_after: Total includes 9,542 shares of restricted stock awarded on 2/28/17 with a grant date of 3/1/17 which vest 2,386 on 3/1/2018, 2,386 on 3/1/2019, 2,385 on 3/1/2020 and 2,385 on 3/1/2021.

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.