Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | EVP and COO | 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 | 28,590 |
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 3,574 · Balance 29,684 F1: On February 21, 2023, the reporting person was granted 3,191 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 3,012 shares of restricted stock. Row 2 · 2026-02-26 · Tax withholding · Disposed 1,094 · Balance 28,590 F4: Shares withheld upon vesting of restricted stock units for payment of tax liability. F3: Includes 3,012 shares of restricted stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
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 · Exercise / conversion · Disposed 3,574 · 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 3,191 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 | 6,876 |
Reported balance
After 2026-02-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-26 · Grant · Acquired 6,876 · Balance 6,876 F2: Restricted stock units convert into common stock on a one-for-one basis. F6: Includes 2,750 restricted stock units that have time-based vesting components. Includes 4,126 restricted stock units that have performance-based vesting components. F7: 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 | 2,212.5242 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,212.5242 F5: 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 3,191 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 3,012 shares of restricted stock.
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: Includes 2,750 restricted stock units that have time-based vesting components. Includes 4,126 restricted stock units that have performance-based vesting components.
F7: 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 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 6,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006379 · rdgdoc.xml · derivative · entry 5 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,876 Underlying: Common Stock · 6,876 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · shares: Includes 2,750 restricted stock units that have time-based vesting components. Includes 4,126 restricted stock units that have performance-based vesting components. F7 · 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. F7 · 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 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 3,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006379 · rdgdoc.xml · derivative · entry 4 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,574 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 3,191 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 3,191 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 3,191 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 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 1,094 | $25.45 | $27,842.30 |
DisclosureSEC source: 0001437749-26-006379 · rdgdoc.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,590 F4 · shares: Shares withheld upon vesting of restricted stock units for payment of tax liability. F3 · balance_after: Includes 3,012 shares of restricted stock. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 3,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006379 · rdgdoc.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,684 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 3,191 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 3,012 shares of restricted stock. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 774 | $25.45 | $19,698.30 |
DisclosureSEC source: 0001437749-26-005329 · rdgdoc.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,110 F4 · shares: Shares withheld upon vesting of restricted stock units for payment of tax liability. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 21:02 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005329 · rdgdoc.xml · derivative · entry 4 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,128 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 2,128 restricted stock units vesting on February 21, 2026. F1 · derivative.expiration_date: On February 21, 2023, the reporting person was granted 2,128 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 | 2,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005329 · rdgdoc.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,885 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 2,128 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 3,012 shares of restricted stock. Read SEC document |
| July 03, 2025 Filed Feb 5, 2025 11:07 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002820 · rdgdoc.xml · derivative · entry 6 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110 Underlying: Common Stock · 74 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 184 restricted stock units, including 74 restricted stock units vesting on February 3, 2025, and 110 restricted stock units with performance-based vesting components. F4 · derivative.expiration_date: On July 3, 2022, the reporting person was granted 184 restricted stock units, including 74 restricted stock units vesting on February 3, 2025, and 110 restricted stock units with performance-based vesting components. 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: 0001437749-25-005722 · rdgdoc.xml · derivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and COO 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 11:07 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 1,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002820 · rdgdoc.xml · derivative · entry 5 Taylor Karin M · CIK 0001786851 · EVP and COO 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 11:07 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 504 | $21.14 | $10,654.56 |
DisclosureSEC source: 0001437749-25-002820 · rdgdoc.xml · nonDerivative · entry 3 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,756 F5 · shares: Shares withheld upon vesting of restricted stock for payment of tax liability. F3 · balance_after: Includes 3,012 shares of restricted stock. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:07 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-002820 · rdgdoc.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,260 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 184 restricted stock units, including 74 restricted stock units vesting on February 3, 2025, and 110 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 3,012 shares of restricted stock. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 11:07 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 1,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-002820 · rdgdoc.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,186 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. F3 · balance_after: Includes 3,012 shares of restricted stock. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 6,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029364 · tm245214-26_4seq1.xml · derivative · entry 5 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,923 Underlying: Common Stock · 6,923 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · shares: Includes 2,769 restricted stock units that have time-based vesting components. Includes 4,154 restricted stock units that have performance-based vesting components. F6 · 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. F6 · 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 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029364 · tm245214-26_4seq1.xml · derivative · entry 4 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,648 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. Taylor was granted 1,765 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% and the performance-based restricted stock units vested of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% on February 27, 2024. F1 · derivative.expiration_date: On February 17, 2021, Ms. Taylor was granted 1,765 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% and the performance-based restricted stock units vested of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% on February 27, 2024. F1 · derivative.underlying_shares: On February 17, 2021, Ms. Taylor was granted 1,765 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% and the performance-based restricted stock units vested of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% on February 27, 2024. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 951 | $21.84 | $20,769.84 |
DisclosureSEC source: 0001104659-24-029364 · tm245214-26_4seq1.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,860 F4 · shares: Shares withheld upon vesting of restricted stock units for payment of tax liability. F3 · balance_after: Includes 6,024 shares of restricted stock. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:09 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon Stock | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-029364 · tm245214-26_4seq1.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,811 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. Taylor was granted 1,765 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% and the performance-based restricted stock units vested of target or reduced to 0% based on achievement of the applicable metrics. The Alerus Financial Corporation Compensation Committee certified the payout at 150% on February 27, 2024. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · balance_after: Includes 6,024 shares of restricted stock. Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionRestricted Stock Units · Derivative | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-025505 · tm245214-17_4seq1.xml · derivative · entry 4 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,176 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. F5 · derivative.exercise_date: On February 17, 2021, Ms. Taylor was granted 1,176 time-based restricted stock units, vesting on February 17, 2024. F5 · derivative.expiration_date: On February 17, 2021, Ms. Taylor was granted 1,176 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 | Tax withholdingCommon Stock | 423 | $22.86 | $9,669.78 |
DisclosureSEC source: 0001104659-24-025505 · tm245214-17_4seq1.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,163 F3 · shares: Shares withheld upon vesting of restricted stock units for payment of tax liability. Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:03 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Exercise / conversionCommon stock | 1,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-025505 · tm245214-17_4seq1.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,586 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 6,024 shares of restricted stock. Read SEC document |
| February 21, 2023 Filed Feb 8, 2024 21:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 5,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-012281 · tm245214-4_5seq1.xml · derivative · entry 1 Taylor Karin M · CIK 0001786851 · Executive Vice President & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,319 Underlying: Common Stock · 5,319 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 2,128 restricted stock units that have time-based vesting components. Includes 3,191 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 23:11 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 2,066 | $20.25 | $41,836.50 |
DisclosureSEC source: 0001104659-23-024391 · tm237386-5_4seq1.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,410 F1 · balance_after: Includes 6,024 shares of restricted stock. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:11 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 5,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-024391 · tm237386-5_4seq1.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,476 F1 · balance_after: Includes 6,024 shares of restricted stock. Read SEC document |
| July 03, 2022 Filed Aug 17, 2022 18:57 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-092137 · tm2223716-1_4seq1.xml · derivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,499 Underlying: Common Stock · 184 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 74 restricted stock units that have time-based vesting components. Includes 110 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 21, 2022 Filed Feb 23, 2022 21:39 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | Tax withholdingCommon Stock | 1,732 | $29.61 | $51,284.52 |
DisclosureSEC source: 0001104659-22-026128 · tm227489-4_4seq1.xml · nonDerivative · entry 2 Taylor Karin M · CIK 0001786851 · EVP and CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,723 F1 · balance_after: Includes 6,024 shares of restricted stock. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 21:39 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 5,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-026128 · tm227489-4_4seq1.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · EVP and CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,455 F1 · balance_after: Includes 6,024 shares of restricted stock. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 17:26 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 3,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-012535 · tm225670-4_4seq1.xml · derivative · entry 1 Taylor Karin M · CIK 0001786851 · Executive Vice President/CRO 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 17, 2021 Filed Mar 19, 2021 19:12 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 2,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-038977 · tm219827-7_4seq1.xml · derivative · entry 1 Taylor Karin M · CIK 0001786851 · Executive Vice President/ CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,941 Underlying: Common Stock · 2,941 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 1,176 restricted stock units that have time-based vesting components. Includes 1,765 restricted stock units that have performance-based vesting components. F3 · derivative.exercise_date: The time-based restricted stock units vest on February 17, 2024. The performance-based restricted stock units vest on February 17, 2024, 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 17, 2024. The performance-based restricted stock units vest on February 17, 2024, so long as Alerus Financial Corporation meets certain total stockholder return goals. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 20:04 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 4,761 | $21.00 | $99,981.00 |
DisclosureSEC source: 0001104659-19-050559 · a4.xml · nonDerivative · entry 1 Taylor Karin M · CIK 0001786851 · Executive Vice President/ CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,796 F1 · balance_after: Includes 9,035 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.