Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | EVP, Chief Financial Officer | February 17, 2026 | February 19, 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.
ORRSTOWN FINANCIAL SERVICES INC
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 4,449 |
Last balance in matching sequence
After 2026-02-17 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-02-17 · Tax withholding · Disposed 467 · Balance 2,010 F1: Time-vested restricted stock with various vesting dates over the next three years Row 2 · 2026-02-17 · Grant · Acquired 2,439 · Balance 4,449 F1: Time-vested restricted stock with various vesting dates over the next three years |
| Orrstown Financial Services, Inc., Common, Rest. Stock. Unt.SEC Table I · non-derivative | Direct | 10,699 |
Last balance in matching sequence
After 2026-02-17 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2026-02-17 · Tax withholding · Disposed 2,075 · Balance 7,331 F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Row 4 · 2026-02-17 · Grant · Acquired 3,368 · Balance 10,699 F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 24,112 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 24,112 |
Filing footnotes · ownership attribution and instrument terms
F1: Time-vested restricted stock with various vesting dates over the next three years
F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUN BANCORP INC /NJ/
Report date January 31, 2018 · Filed February 01, 2018
Section 16 reporting ended · disclosed 2018-02-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 1
1 source rowRow 1 · 2018-01-31 · Disposition to issuer · Disposed 4,362.1149 · Balance 0 F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. |
| Common StockSEC Table I · non-derivative | Indirect401 (k) | 2,732.157 |
Reported balance
After 2018-01-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-01-31 · Grant · Acquired 1.05 · Balance 2,732.157 F2: Various dates and prices. |
| Common StockSEC Table I · non-derivative | Indirect401 (k) | 0 |
Reported balance
After 2018-01-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-01-31 · Disposition to issuer · Disposed 2,732.157 · Balance 0 F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.25 · Expires 2021-02-17 | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-01-31 · Disposition to issuer · Disposed 1,000 · Balance 0 F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.50 · Expires 2025-03-02 | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-01-31 · Disposition to issuer · Disposed 825 · Balance 0 F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.85 · Expires 2023-03-01 | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-01-31 · Disposition to issuer · Disposed 592 · Balance 0 F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.80 · Expires 2024-03-03 | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-01-31 · Disposition to issuer · Disposed 703 · Balance 0 F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.25 · Expires 2022-03-01 | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-01-31 · Disposition to issuer · Disposed 400 · Balance 0 F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. |
| Non-Qualified Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.08 · Expires 2026-03-01 | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-01-31 · Disposition to issuer · Disposed 1,373 · Balance 0 F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.
F2: Various dates and prices.
F3: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289.
Transaction history
JSON 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 17, 2026 Filed Feb 19, 2026 21:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009734 · wk-form4_1771535284.xml · nonDerivative · entry 4 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,699 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 2,075 | $37.64 | $78,103.00 |
DisclosureSEC source: 0001628280-26-009734 · wk-form4_1771535284.xml · nonDerivative · entry 3 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,331 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 2,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009734 · wk-form4_1771535284.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,449 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 467 | $37.64 | $17,577.88 |
DisclosureSEC source: 0001628280-26-009734 · wk-form4_1771535284.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,010 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 4,442 | $34.55 | $153,471.10 |
DisclosureSEC source: 0000826154-25-000169 · wk-form4_1753906128.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,015 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000065 · wk-form4_1739999233.xml · nonDerivative · entry 3 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,055 F1 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000065 · wk-form4_1739999233.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,015 F2 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 1,140 | $33.64 | $38,349.60 |
DisclosureSEC source: 0000826154-25-000065 · wk-form4_1739999233.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,040 F1 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:10 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000153 · wk-form4_1720037437.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · balance_after: Represents an award of shares of restricted stock of ORRF vesting on July 28, 2025 upon achievement of targeted expense savings based on ORRFs going forward annual expense run rate at June 30, 2025 compared to the combined reported expenses of ORRF and CVLY (excluding merger-related and other extraordinary expenses in both cases) for the year ended December 31, 2023. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:10 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 3,929 | $27.36 | $107,497.44 |
DisclosureSEC source: 0000826154-24-000153 · wk-form4_1720037437.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:35 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 4,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000046 · wk-form4_1708464924.xml · nonDerivative · entry 4 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,888 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:35 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 4,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000046 · wk-form4_1708464924.xml · nonDerivative · entry 3 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,749 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:35 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 733 | $27.65 | $20,267.45 |
DisclosureSEC source: 0000826154-24-000046 · wk-form4_1708464924.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,433 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:35 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 562 | $26.75 | $15,033.50 |
DisclosureSEC source: 0000826154-24-000046 · wk-form4_1708464924.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,624 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:16 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 1,000 | $23.26 | $23,260.00 |
DisclosureSEC source: 0000826154-23-000059 · wf-form4_167822377781101.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:52 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000043 · wf-form4_167641155532126.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,572 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:52 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 3,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000043 · wf-form4_167641155532126.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,304 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:59 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 5,698 | $25.01 | $142,506.98 |
DisclosureSEC source: 0000826154-22-000066 · wf-form4_164522157311616.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,378 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years, also includes 2,848 Restricted Stock Units Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 20:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 4,000 | $23.40 | $93,600.00 |
DisclosureSEC source: 0000826154-21-000164 · wf-form4_162750281824294.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,680 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:21 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 1,680 | $18.32 | $30,777.60 |
DisclosureSEC source: 0000826154-21-000054 · wf-form4_161195529017354.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,680 Read SEC document |
| May 04, 2020 Filed May 8, 2020 20:24 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 1,000 | $14.17 | $14,170.00 |
DisclosureSEC source: 0000826154-20-000156 · wf-form4_158896942290879.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerNon-Qualified Option (right to buy) · Derivative | 1,373 | Not disclosed Strike: $21.08 | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · derivative · entry 9 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,373 shares Expires 2026-03-01 F3 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerIncentive Stock Option (right to buy) · Derivative | 400 | Not disclosed Strike: $14.25 | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · derivative · entry 8 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400 shares Expires 2022-03-01 F3 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerIncentive Stock Option (right to buy) · Derivative | 703 | Not disclosed Strike: $16.80 | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · derivative · entry 7 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 703 shares Expires 2024-03-03 F3 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerIncentive Stock Option (right to buy) · Derivative | 592 | Not disclosed Strike: $17.85 | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · derivative · entry 6 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 592 shares Expires 2023-03-01 F3 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerIncentive Stock Option (right to buy) · Derivative | 825 | Not disclosed Strike: $18.50 | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · derivative · entry 5 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 825 shares Expires 2025-03-02 F3 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerIncentive Stock Option (right to buy) · Derivative | 1,000 | Not disclosed Strike: $22.25 | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · derivative · entry 4 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2021-02-17 F3 · price: Pursuant to the Merger Agreement, each option granted by Sun to purchase shares of Sun common stock, whether vested or unvested, that was outstanding and unexercised immediately prior to the effective time of the Merger was assumed and converted into an option to purchase from Ocean, on the same terms and conditions as were applicable under the Sun stock option immediately prior to the effective time of the Merger, a number of shares of Ocean common stock determined by multiplying (x) the number of shares of Sun common stock subject to the Sun option by (y) .9289, at a per share exercise price equal to the quotient obtained by dividing (i) the per share exercise price for each share of Sun common stock subject to the Sun option by (ii) .9289. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerCommon Stock | 2,732.157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · nonDerivative · entry 3 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) Disclosed balance after: 0 F1 · price: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | GrantCommon Stock | 1.05 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) Disclosed balance after: 2,732.157 F2 · price: Various dates and prices. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:58 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerCommon Stock | 4,362.1149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-000557 · primarydocument.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 12:00 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | GrantCommon Stock | 3.345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-003587 · primarydocument.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) Disclosed balance after: 2,731.107 F4 · price: Various dates and prices. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 12:00 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Tax withholdingCommon Stock | 534 | $24.30 | $12,976.20 |
DisclosureSEC source: 0001562180-17-003587 · primarydocument.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,362.1149 F1 · shares: Shares withheld for tax withholding upon vesting of 1,712 shares of restricted stock granted on 11/15/12. F2 · balance_after: Total includes 954 shares of restricted stock granted on 3/1/17 which vests 239 shares on 3/1/18, 239 shares on 3/1/19, 238 shares on 3/1/20 and 238 shares on 3/1/21. F3 · balance_after: Total includes 403 shares of restricted stock granted on 3/1/16 which vests 100 shares on 3/1/18, 101 shares on 3/1/19, 101 shares on 3/1/20 and 101 shares on 3/1/21. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:35 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | GrantCommon Stock | 299.964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-001075 · primarydocument.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) Disclosed balance after: 2,727.762 F4 · price: Various dates and prices. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:35 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | GrantCommon Stock | 954 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001075 · primarydocument.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,896.1149 F1 · balance_after: Total includes 954 Restricted Stock awarded on 2/28/17 with a grant date of 3/1/17 which vests 239 on 3/1/2018, 239 on 3/1/2019, 238 on 3/1/2020 and 238 on 3/1/2021. F2 · balance_after: Total includes 1,712 shares of restricted stock granted on 11/15/12 which vests on 11/15/17. F3 · balance_after: Total includes 403 shares of Restricted Stock granted 3/1/16 which vests 100 shares on 3/1/18, 101 shares on 3/1/19, 101 shares on 3/1/20 and 101 shares on 3/1/21. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 17:16 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | GrantCommon Stock | 1.06 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-16-003547 · primarydocument.xml · nonDerivative · entry 2 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) Disclosed balance after: 2,427.798 F4 · price: Various dates and prices. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 17:16 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Tax withholdingCommon Stock | 434 | $24.00 | $10,416.00 |
DisclosureSEC source: 0001562180-16-003547 · primarydocument.xml · nonDerivative · entry 1 KALANI NEELESH · CIK 0001351139 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,942.1149 F1 · shares: Shares withheld for tax withholding upon vesting of 1283 shares of restricted stock granted on 11/15/12. F2 · balance_after: Total includes 1,712 shares of restricted stock granted on 11/15/12 which vest on 11/15/17. F3 · balance_after: Total includes 403 shares of restricted stock granted 3/1/16 which vests 100 shares on 3/1/18, 101 shares on 3/1/19, 101 shares on 3/1/20 and 101 shares on 3/1/21. 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.