Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | Chief Engagement Officer | February 26, 2026 | March 02, 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.
ALERUS FINANCIAL CORP
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,206 |
Last balance in matching sequence
After 2026-02-26 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-02-26 · Exercise / conversion · Acquired 2,349 · Balance 10,814 F1: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026. F2: Restricted stock units convert into common stock on a one-for-one basis. F3: Includes 3,738 shares held jointly with Ms. Keney's spouse. Row 2 · 2026-02-26 · Tax withholding · Disposed 608 · Balance 10,206 F4: Shares withheld upon vesting of restricted stock units for payment of tax liability. F3: Includes 3,738 shares held jointly with Ms. Keney's spouse. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-26 · Exercise / conversion · Disposed 2,349 · Balance 0 F2: Restricted stock units convert into common stock on a one-for-one basis. F1: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,153 |
Reported balance
After 2026-02-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-26 · Grant · Acquired 5,153 · Balance 5,153 F2: Restricted stock units convert into common stock on a one-for-one basis. F7: Includes 2,061 restricted stock units that have time-based vesting components. Includes 3,092 restricted stock units that have performance-based vesting components. F8: The time-based restricted stock units vest on February 26, 2029. The performance-based restricted stock units vest upon Alerus Financial Corporation Compensation Committee certification of certain relative cumulative EPS and ROE performance period goals, provided that such certification date occurs no later than March 15, 2029. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 3,566 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,566 |
| Common StockSEC Table I · non-derivative | IndirectBy the Alerus Financial Corporation Employee Stock Ownership Program | 4,900.1629 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,900.1629 F5: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
| Common StockSEC Table I · non-derivative | IndirectBy the Alerus Financial Corporation Employee Stock Ownership Program | 5,299.8914 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,299.8914 F6: All shares are held by the Alerus Financial Corporation Employee Stock Ownership Plan in the name of Ms. Keney's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Includes 3,738 shares held jointly with Ms. Keney's spouse.
F4: Shares withheld upon vesting of restricted stock units for payment of tax liability.
F5: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
F6: All shares are held by the Alerus Financial Corporation Employee Stock Ownership Plan in the name of Ms. Keney's spouse.
F7: Includes 2,061 restricted stock units that have time-based vesting components. Includes 3,092 restricted stock units that have performance-based vesting components.
F8: The time-based restricted stock units vest on February 26, 2029. The performance-based restricted stock units vest upon Alerus Financial Corporation Compensation Committee certification of certain relative cumulative EPS and ROE performance period goals, provided that such certification date occurs no later than March 15, 2029. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics.
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 26, 2026 Filed Mar 2, 2026 21:08 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 5,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006377 · rdgdoc.xml · derivative · entry 7 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,153 Underlying: Common Stock · 5,153 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F7 · shares: Includes 2,061 restricted stock units that have time-based vesting components. Includes 3,092 restricted stock units that have performance-based vesting components. F8 · derivative.exercise_date: The time-based restricted stock units vest on February 26, 2029. The performance-based restricted stock units vest upon Alerus Financial Corporation Compensation Committee certification of certain relative cumulative EPS and ROE performance period goals, provided that such certification date occurs no later than March 15, 2029. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. F8 · derivative.expiration_date: The time-based restricted stock units vest on February 26, 2029. The performance-based restricted stock units vest upon Alerus Financial Corporation Compensation Committee certification of certain relative cumulative EPS and ROE performance period goals, provided that such certification date occurs no later than March 15, 2029. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:08 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 2,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006377 · rdgdoc.xml · derivative · entry 6 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,349 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026. F1 · derivative.expiration_date: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026. F1 · derivative.underlying_shares: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:08 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 608 | $25.45 | $15,473.60 |
DisclosureSEC source: 0001437749-26-006377 · rdgdoc.xml · nonDerivative · entry 2 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,206 F4 · shares: Shares withheld upon vesting of restricted stock units for payment of tax liability. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:08 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 2,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006377 · rdgdoc.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,814 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 · shares: On February 21, 2023, the reporting person was granted 2,097 performance-based restricted stock units, vesting upon Alerus Financial Corporation Compensation Committee certification of established total net income goals. The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metric. The Alerus Financial Corporation Compensation Committee certified the payout at 112% and the performance-based restricted stock units vested on February 26, 2026. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 779 | $25.45 | $19,825.55 |
DisclosureSEC source: 0001437749-26-005325 · rdgdoc.xml · nonDerivative · entry 3 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 3,566 F5 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 436 | $25.45 | $11,096.20 |
DisclosureSEC source: 0001437749-26-005325 · rdgdoc.xml · nonDerivative · entry 2 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,465 F4 · shares: Shares withheld upon vesting of restricted stock units for payment of tax liability. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 21:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005325 · rdgdoc.xml · derivative · entry 6 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,398 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On February 21, 2023, the reporting person was granted 1,398 restricted stock units vesting on February 21, 2026. F1 · derivative.expiration_date: On February 21, 2023, the reporting person was granted 1,398 restricted stock units vesting on February 21, 2026. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 21:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 1,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005325 · rdgdoc.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,901 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 · shares: On February 21, 2023, the reporting person was granted 1,398 restricted stock units vesting on February 21, 2026. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:14 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 5,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-005724 · rdgdoc.xml · derivative · entry 1 Keney Missy · CIK 0001941903 · EVP & Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,087 Underlying: Common Stock · 5,087 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F2 · shares: Includes 2,035 restricted stock units that have time-based vesting components. Includes 3,052 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 26, 2028. The performance-based restricted stock units vest no later than March 15, 2028, so long as Alerus Financial Corporation meets certain cumulative EPS and ROE goals. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. F3 · derivative.expiration_date: The time-based restricted stock units vest on February 26, 2028. The performance-based restricted stock units vest no later than March 15, 2028, so long as Alerus Financial Corporation meets certain cumulative EPS and ROE goals. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:01 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002809 · rdgdoc.xml · derivative · entry 7 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 542 Underlying: Common Stock · 361 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F4 · derivative.exercise_date: On July 3, 2022, the reporting person was granted 903 restricted stock units, including 361 restricted stock units vesting on February 3, 2025, and 542 restricted stock units with performance-based vesting components. F4 · derivative.expiration_date: On July 3, 2022, the reporting person was granted 903 restricted stock units, including 361 restricted stock units vesting on February 3, 2025, and 542 restricted stock units with performance-based vesting components. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:01 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002809 · rdgdoc.xml · derivative · entry 6 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368 Underlying: Common Stock · 246 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F1 · derivative.exercise_date: On February 3, 2022, the reporting person was granted 614 restricted stock units, including 246 restricted stock units vesting on February 3, 2025, and 368 restricted stock units with performance-based vesting components. F1 · derivative.expiration_date: On February 3, 2022, the reporting person was granted 614 restricted stock units, including 246 restricted stock units vesting on February 3, 2025, and 368 restricted stock units with performance-based vesting components. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:01 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-002809 · rdgdoc.xml · nonDerivative · entry 2 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,503 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. F4 · shares: On July 3, 2022, the reporting person was granted 903 restricted stock units, including 361 restricted stock units vesting on February 3, 2025, and 542 restricted stock units with performance-based vesting components. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:01 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 246 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-002809 · rdgdoc.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,142 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 · shares: On February 3, 2022, the reporting person was granted 614 restricted stock units, including 246 restricted stock units vesting on February 3, 2025, and 368 restricted stock units with performance-based vesting components. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:10 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 4,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029366 · tm245214-20_4seq1.xml · derivative · entry 6 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,375 Underlying: Common Stock · 4,375 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · shares: Includes 1,750 restricted stock units that have time-based vesting components. Includes 2,625 restricted stock units that have performance-based vesting components. F7 · derivative.exercise_date: The time-based restricted stock units vest on February 27, 2027. The performance-based restricted stock units vest no later than March 15, 2027, so long as Alerus Financial Corporation meets certain cumulative EPS and ROE goals. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. F7 · derivative.expiration_date: The time-based restricted stock units vest on February 27, 2027. The performance-based restricted stock units vest no later than March 15, 2027, so long as Alerus Financial Corporation meets certain cumulative EPS and ROE goals. The payout for performance-based restricted stock units could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:10 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029366 · tm245214-20_4seq1.xml · derivative · entry 5 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 504 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On February 17, 2021, Ms. Keney was granted 336 performance-based restricted stock units, vesting no later than March 15, 2024, so long as Alerus Financial Corporation meets certain cumulative net income goals.The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% and the performance-based restricted stock units vested on February 27, 2024. F1 · derivative.expiration_date: On February 17, 2021, Ms. Keney was granted 336 performance-based restricted stock units, vesting no later than March 15, 2024, so long as Alerus Financial Corporation meets certain cumulative net income goals.The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% and the performance-based restricted stock units vested on February 27, 2024. F1 · derivative.underlying_shares: On February 17, 2021, Ms. Keney was granted 336 performance-based restricted stock units, vesting no later than March 15, 2024, so long as Alerus Financial Corporation meets certain cumulative net income goals.The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% and the performance-based restricted stock units vested on February 27, 2024. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:10 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029366 · tm245214-20_4seq1.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,896 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 · shares: On February 17, 2021, Ms. Keney was granted 336 performance-based restricted stock units, vesting no later than March 15, 2024, so long as Alerus Financial Corporation meets certain cumulative net income goals.The payout could be increased to 150% of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% and the performance-based restricted stock units vested on February 27, 2024. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 224 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-025507 · tm245214-18_4seq1.xml · derivative · entry 5 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 224 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: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On February 17, 2021, Ms. Keney was granted 224 time-based restricted stock units, vesting on February 17, 2024. F7 · derivative.expiration_date: On February 17, 2021, Ms. Keney was granted 224 time-based restricted stock units, vesting on February 17, 2024. Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon stock | 224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-025507 · tm245214-18_4seq1.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,392 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 12:20 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 451 | $16.93 | $7,635.43 |
DisclosureSEC source: 0001104659-23-033584 · tm239726-2_4seq1.xml · nonDerivative · entry 3 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,168 F3 · balance_after: Includes 3,738 shares held jointly with Ms. Keney's spouse. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 12:20 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 135 | $16.89 | $2,280.15 |
DisclosureSEC source: 0001104659-23-033584 · tm239726-2_4seq1.xml · nonDerivative · entry 2 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,717 F2 · balance_after: Includes 3,287 shares held jointly with Ms. Keney's spouse. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 12:20 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 2 | $16.83 | $33.65 |
DisclosureSEC source: 0001104659-23-033584 · tm239726-2_4seq1.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,582 F1 · balance_after: Includes 3,152 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 21, 2023 Filed Feb 8, 2024 21:06 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 3,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-012287 · tm245214-6_5seq1.xml · derivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,495 Underlying: Common Stock · 3,495 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Alerus Financial Corporation common stock. F2 · shares: Includes 1,398 restricted stock units that have time-based vesting components. Includes 2,097 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 21, 2026. The performance-based restricted stock units vest on February 21, 2026, so long as Alerus Financial Corporation meets certain total stockholder return goals. F3 · derivative.expiration_date: The time-based restricted stock units vest on February 21, 2026. The performance-based restricted stock units vest on February 21, 2026, so long as Alerus Financial Corporation meets certain total stockholder return goals. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:06 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionPeformance-Based Restricted Stock Units · Derivative | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-024385 · tm237386-2_4seq1.xml · derivative · entry 7 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 709 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: Performance-based restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On February 19, 2020 the reporting person was granted 709 performance-based restricted stock units, vesting on February 19, 2023, so long as Alerus Financial Corporation meets certain total stockholder return goals. F7 · derivative.expiration_date: On February 19, 2020 the reporting person was granted 709 performance-based restricted stock units, vesting on February 19, 2023, so long as Alerus Financial Corporation meets certain total stockholder return goals. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:06 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 336 | $20.25 | $6,804.00 |
DisclosureSEC source: 0001104659-23-024385 · tm237386-2_4seq1.xml · nonDerivative · entry 3 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,580 F2 · balance_after: Includes 3,150 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:06 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-024385 · tm237386-2_4seq1.xml · nonDerivative · entry 2 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,916 F2 · balance_after: Includes 3,150 shares held jointly with Ms. Keney's spouse. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:06 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-024385 · tm237386-2_4seq1.xml · nonDerivative · entry 1 Keney Missy · CIK 0001941903 · Chief Engagement Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,561 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: Performance-based restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 3,150 shares held jointly with Ms. Keney's spouse. 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.