Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | EVP & Chief Financial 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 | 15,719 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Exercise / conversion · Acquired 3,217 · Balance 15,719 F1: On February 21, 2023, the reporting person was granted 2,872 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-26 · Exercise / conversion · Disposed 3,217 · 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 2,872 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 | 7,246 |
Reported balance
After 2026-02-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-26 · Grant · Acquired 7,246 · Balance 7,246 F2: Restricted stock units convert into common stock on a one-for-one basis. F4: Includes 2,898 restricted stock units that have time-based vesting components. Includes 4,348 restricted stock units that have performance-based vesting components. F5: 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 the Alerus Financial Corporation Employee Stock Ownership Program | 775.3659 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 775.3659 F3: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 21, 2023, the reporting person was granted 2,872 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: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
F4: Includes 2,898 restricted stock units that have time-based vesting components. Includes 4,348 restricted stock units that have performance-based vesting components.
F5: 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 | 7,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006378 · rdgdoc.xml · derivative · entry 4 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,246 Underlying: Common Stock · 7,246 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · shares: Includes 2,898 restricted stock units that have time-based vesting components. Includes 4,348 restricted stock units that have performance-based vesting components. F5 · 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. F5 · 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 | 3,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006378 · rdgdoc.xml · derivative · entry 3 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,217 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 2,872 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 2,872 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 2,872 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 | Exercise / conversionCommon Stock | 3,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006378 · rdgdoc.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,719 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 2,872 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. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005332 · rdgdoc.xml · derivative · entry 3 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,915 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 1,915 restricted stock units vesting on February 21, 2026. F1 · derivative.expiration_date: On February 21, 2023, the reporting person was granted 1,915 restricted stock units vesting on February 21, 2026. F1 · derivative.underlying_shares: On February 21, 2023, the reporting person was granted 1,915 restricted stock units vesting on February 21, 2026. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 1,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005332 · rdgdoc.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,502 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 1,915 restricted stock units vesting on February 21, 2026. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 15:00 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 2,350 | $21.21 | $49,843.50 |
DisclosureSEC source: 0001437749-25-024524 · rdgdoc.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,587 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:13 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 7,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-005721 · rdgdoc.xml · derivative · entry 1 Villalon Alan · CIK 0001909920 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,849 Underlying: Common Stock · 7,849 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 3,140 restricted stock units that have time-based vesting components. Includes 4,709 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 11:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 1,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002817 · rdgdoc.xml · derivative · entry 4 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,989 Underlying: Common Stock · 1,326 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 3,315 restricted stock units, including 1,326 restricted stock units vesting on February 3, 2025, and 1,989 restricted stock units with performance-based vesting components. F1 · derivative.expiration_date: On February 3, 2022, the reporting person was granted 3,315 restricted stock units, including 1,326 restricted stock units vesting on February 3, 2025, and 1,989 restricted stock units with performance-based vesting components. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 477 | $21.14 | $10,083.78 |
DisclosureSEC source: 0001437749-25-002817 · rdgdoc.xml · nonDerivative · entry 2 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,237 F3 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 1,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-002817 · rdgdoc.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,714 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 3,315 restricted stock units, including 1,326 restricted stock units vesting on February 3, 2025, and 1,989 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. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 11:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 1,899 | $20.22 | $38,397.78 |
DisclosureSEC source: 0001437749-25-002178 · rdgdoc.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,388 F1 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:11 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 6,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029370 · tm245214-23_4seq1.xml · derivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,319 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Includes 2,528 restricted stock units that have time-based vesting components. Includes 3,791 restricted stock units that have performance-based vesting components. F3 · 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. F3 · 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 |
| May 15, 2023 Filed May 16, 2023 15:12 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon stock | 1,000 | $14.40 | $14,400.00 |
DisclosureSEC source: 0001104659-23-061244 · tm2315664-11_4seq1.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,287 F1 · balance_after: Includes 5,287 shares of restricted stock. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 18:42 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon stock | 3,000 | $16.35 | $49,052.40 |
DisclosureSEC source: 0001104659-23-033266 · tm239726-1_4seq1.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,287 F1 · balance_after: Includes 5,287 shares of restricted stock. Read SEC document |
| February 21, 2023 Filed Feb 8, 2024 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 4,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-012277 · tm245214-1_5seq1.xml · derivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,787 Underlying: Common Stock · 4,787 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 1,915 restricted stock units that have time-based vesting components. Includes 2,872 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 03, 2022 Filed Feb 8, 2022 20:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 3,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-013421 · tm225670-7_4seq1.xml · derivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,315 Underlying: Common Stock · 3,315 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 1,326 restricted stock units that have time-based vesting components. Includes 1,989 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 3, 2025. The performance-based restricted stock units vest on February 3, 2025, 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 3, 2025. The performance-based restricted stock units vest on February 3, 2025, so long as Alerus Financial Corporation meets certain total stockholder return goals. Read SEC document |
| February 01, 2022 Filed Feb 8, 2022 19:56 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 5,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-013417 · tm225670-2_4seq1.xml · nonDerivative · entry 1 Villalon Alan · CIK 0001909920 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,287 F1 · balance_after: All 5,287 shares are shares of restricted stock. 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.