Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TOMPKINS FINANCIAL CORP
Report date December 31, 2025 · Filed January 05, 2026
Section 16 reporting ended · disclosed 2026-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 295.556 |
Reported balance
After 2025-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-31 · Disposition to issuer · Disposed 2,405 · Balance 295.556 F1: Ms. Anderson's employment with the Company ended on December 31, 2025. F2: Disposition of shares to the Issuer due to forfeiture of restricted stock. |
| Common Stock - 401k/esopSEC Table I · non-derivative | Indirectby ESOP | 41.767 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 41.767 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,402.932 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,402.932 F3: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: Ms. Anderson's employment with the Company ended on December 31, 2025.
F2: Disposition of shares to the Issuer due to forfeiture of restricted stock.
F3: Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution.
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 |
|---|---|---|---|---|---|---|
| December 31, 2025 Filed Jan 5, 2026 20:45 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | Disposition to issuerCommon Stock | 2,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001005817-26-000008 · form4.xml · nonDerivative · entry 1 Anderson Johanna B · CIK 0001974256 · EVP, President TCB CNY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295.556 F1 · security: Ms. Anderson's employment with the Company ended on December 31, 2025. F2 · shares: Disposition of shares to the Issuer due to forfeiture of restricted stock. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:51 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 730 | $67.79 | $49,486.70 |
DisclosureSEC source: 0001005817-25-000101 · form4.xml · nonDerivative · entry 1 Anderson Johanna B · CIK 0001974256 · EVP, President TCB CNY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,700.556 F1 · shares: Restricted stock was granted pursuant to the Tompkins Financial Corporation 2019 Equity Incentive Plan. Restricted stock grants have a five-year vesting schedule with 0% vesting in year one and 25% vesting in years two through five. The grant will expire ten years from the date of the grant. Read SEC document |
| November 09, 2025 Filed Nov 12, 2025 14:04 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | Tax withholdingCommon Stock | 105 | $66.68 | $7,001.40 |
DisclosureSEC source: 0001005817-25-000071 · form4.xml · nonDerivative · entry 1 Anderson Johanna B · CIK 0001974256 · EVP, President TCB CNY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,970.556 F1 · shares: Deemed disposition of shares to the Issuer to pay for taxes upon vesting of restricted stock. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 18:28 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 805 | $74.62 | $60,069.10 |
DisclosureSEC source: 0001127602-24-027279 · form4.xml · nonDerivative · entry 1 Anderson Johanna B · CIK 0001974256 · EVP, President TCB CNY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,075.556 F1 · shares: Restricted stock was granted pursuant to the Tompkins Financial Corporation 2019 Equity Incentive Plan. Restricted stock grants have a five-year vesting schedule with 0% vesting in year one and 25% vesting in years two through five. The grant will expire ten years from the date of the grant. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 14:15 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GrantCommon Stock | 1,160 | $51.02 | $59,183.20 |
DisclosureSEC source: 0001127602-23-027306 · form4.xml · nonDerivative · entry 1 Anderson Johanna B · CIK 0001974256 · Officer: EVP, Pres., TCB CNY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270.556 F1 · shares: Restricted stock was granted pursuant to the Tompkins Financial Corporation 2019 Equity Incentive Plan. Restricted stock grants have a five-year vesting schedule with 0% vesting in year one and 25% vesting in years two through five. The grant will expire ten years from the date of the grant. 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.