Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST MERCHANTS CORPFRME · Entity 4326 | Director | September 30, 2025 | October 02, 2025 |
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.
FIRST MERCHANTS CORP
Report date September 30, 2025 · Filed October 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 8,618.466 |
Reported balance
After 2025-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-09-30 · Grant · Acquired 600 · Balance 8,618.466 F1: Includes Restricted Stock Awards totaling 7,626 shares |
| CommonSEC Table I · non-derivative | IndirectBy Spouse | 20,605 |
Reported balance
Holding disclosure · report date 2025-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,605 |
| Common StockSEC Table I · non-derivative | IndirectBy Patrick J Fehring Trust | 91,262 |
Reported balance
Holding disclosure · report date 2025-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 91,262 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Restricted Stock Awards totaling 7,626 shares
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Level One Bancorp Inc
Report date April 01, 2022 · Filed April 05, 2022
Section 16 reporting ended · disclosed 2022-04-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Patrick J. Fehring Trust | 0 |
Reported balance
After 2022-04-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-04-01 · Disposition to issuer · Disposed 67,500 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 4, 2021 (the "Merger Agreement"), between First Merchants Corporation ("First Merchants") and Level One Bancorp, Inc. ("Level One"), each share of Level One common stock held by the reporting person was converted into the right to receive 0.7167 shares of First Merchants common stock and $10.17 in cash. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-04-01 transaction · row 2
1 source rowRow 2 · 2022-04-01 · Disposition to issuer · Disposed 151,429 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 4, 2021 (the "Merger Agreement"), between First Merchants Corporation ("First Merchants") and Level One Bancorp, Inc. ("Level One"), each share of Level One common stock held by the reporting person was converted into the right to receive 0.7167 shares of First Merchants common stock and $10.17 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy Joann M. Fehring Trust | 0 |
Reported balance
After 2022-04-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-04-01 · Disposition to issuer · Disposed 28,750 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 4, 2021 (the "Merger Agreement"), between First Merchants Corporation ("First Merchants") and Level One Bancorp, Inc. ("Level One"), each share of Level One common stock held by the reporting person was converted into the right to receive 0.7167 shares of First Merchants common stock and $10.17 in cash. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.50 · Expires 2024-07-17 | Direct | 0 |
Reported balance
After 2022-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-04-01 · Disposition to issuer · Disposed 1,049 · Balance 0 F3: Pursuant to the Merger Agreement, this option was converted into an option with respect to a number of shares of First Merchants common stock equal to the number of shares subject to such stock option, multiplied by the Option Conversion Ratio (as defined in the Merger Agreement). F2: These options vest in three equal annual installments beginning one year after the 7/17/2014 date of grant. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.15 · Expires 2025-07-16 | Direct | 0 |
Reported balance
After 2022-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-04-01 · Disposition to issuer · Disposed 10,902 · Balance 0 F3: Pursuant to the Merger Agreement, this option was converted into an option with respect to a number of shares of First Merchants common stock equal to the number of shares subject to such stock option, multiplied by the Option Conversion Ratio (as defined in the Merger Agreement). F4: These options vest in three equal annual installments beginning one year after the 7/16/2015 date of grant. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.75 · Expires 2026-02-18 | Direct | 0 |
Reported balance
After 2022-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-04-01 · Disposition to issuer · Disposed 13,181 · Balance 0 F3: Pursuant to the Merger Agreement, this option was converted into an option with respect to a number of shares of First Merchants common stock equal to the number of shares subject to such stock option, multiplied by the Option Conversion Ratio (as defined in the Merger Agreement). F5: These options vest in three equal annual installments beginning one year after the 2/18/2016 date of grant. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.80 · Expires 2028-02-15 | Direct | 0 |
Reported balance
After 2022-04-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-04-01 · Disposition to issuer · Disposed 5,000 · Balance 0 F3: Pursuant to the Merger Agreement, this option was converted into an option with respect to a number of shares of First Merchants common stock equal to the number of shares subject to such stock option, multiplied by the Option Conversion Ratio (as defined in the Merger Agreement). F6: These options vest in three equal annual installments beginning one year after the 2/15/2018 date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated November 4, 2021 (the "Merger Agreement"), between First Merchants Corporation ("First Merchants") and Level One Bancorp, Inc. ("Level One"), each share of Level One common stock held by the reporting person was converted into the right to receive 0.7167 shares of First Merchants common stock and $10.17 in cash.
F2: These options vest in three equal annual installments beginning one year after the 7/17/2014 date of grant.
F3: Pursuant to the Merger Agreement, this option was converted into an option with respect to a number of shares of First Merchants common stock equal to the number of shares subject to such stock option, multiplied by the Option Conversion Ratio (as defined in the Merger Agreement).
F4: These options vest in three equal annual installments beginning one year after the 7/16/2015 date of grant.
F5: These options vest in three equal annual installments beginning one year after the 2/18/2016 date of grant.
F6: These options vest in three equal annual installments beginning one year after the 2/15/2018 date of grant.
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 15, 2021 Filed Feb 17, 2021 17:14 UTC | Level One Bancorp Inc LEVL · Entity 128239 | Tax withholdingCommon Stock | 949 | $22.98 | $21,808.02 |
DisclosureSEC source: 0001736608-21-000002 · wf-form4_161360007418372.xml · nonDerivative · entry 1 Fehring Patrick J. · CIK 0001736608 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,266 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 11:19 UTC | Level One Bancorp Inc LEVL · Entity 128239 | GrantCommon Stock | 6,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001736608-20-000001 · wf-form4_158230192378748.xml · nonDerivative · entry 1 Fehring Patrick J. · CIK 0001736608 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,215 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 11:41 UTC | Level One Bancorp Inc LEVL · Entity 128239 | GrantCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001412707-19-000016 · wf-form4_155085369308917.xml · nonDerivative · entry 1 Fehring Patrick J. · CIK 0001736608 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,590 F1 · shares: These restricted stock awards (RSAs) vest on the third anniversary of the 2/21/2019 grant date. The shares will be delivered to the reporting person upon vesting of the RSAs. Each RSA represents a contingent right to receive one share of common 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.