Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | EVP & Chief Ret. Svcs. 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 |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,602 |
Reported balance
After 2026-02-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 6,602 · Balance 6,602 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Includes 2,641 restricted stock units that have time-based vesting components. Includes 3,961 restricted stock units that have performance-based vesting components. F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Includes 2,641 restricted stock units that have time-based vesting components. Includes 3,961 restricted stock units that have performance-based vesting components.
F3: 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 21:10 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 6,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006381 · rdgdoc.xml · derivative · entry 1 Wilson Forrest · CIK 0002012603 · EVP & Chief Ret. Svcs. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,602 Underlying: Common Stock · 6,602 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Includes 2,641 restricted stock units that have time-based vesting components. Includes 3,961 restricted stock units that have performance-based vesting components. F3 · 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. F3 · 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 |
| May 01, 2025 Filed May 5, 2025 15:58 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 5,000 | $19.93 | $99,650.00 |
DisclosureSEC source: 0001437749-25-014448 · rdgdoc.xml · nonDerivative · entry 1 Wilson Forrest · CIK 0002012603 · EVP & Chief Ret. Svcs. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,204 F1 · price: The price reported is a weighted average price. The shares were purchased at prices ranging from $19.68 to $20.14, inclusive, per share. The reporting person undertakes to provide Alerus Financial Corporation, any security holder of Alerus Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes 9,204 shares of restricted stock. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:15 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 7,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-005727 · rdgdoc.xml · derivative · entry 1 Wilson Forrest · CIK 0002012603 · EVP & Chief Ret. Svcs. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,558 Underlying: Common Stock · 7,558 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 3,023 restricted stock units that have time-based vesting components. Includes 4,535 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 27, 2024 Filed Feb 28, 2024 21:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantRestricted Stock Units · Derivative | 5,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-028703 · tm245214-24_4seq1.xml · derivative · entry 2 Wilson Forrest · CIK 0002012603 · EVP & Chief Ret. Svcs. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,723 Underlying: Common Stock · 5,723 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · shares: Includes 2,289 restricted stock units that have time-based vesting components. Includes 3,434 restricted stock units that have performance-based vesting components. F4 · 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. F4 · 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 26, 2024 Filed Feb 28, 2024 21:05 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 9,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-028703 · tm245214-24_4seq1.xml · nonDerivative · entry 1 Wilson Forrest · CIK 0002012603 · EVP & Chief Ret. Svcs. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,204 F1 · shares: All 9,204 shares are restricted stock. F1 · balance_after: All 9,204 shares are 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.