Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | Director | May 23, 2024 | May 23, 2024 |
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.
InfuSystem Holdings, Inc
Report date May 23, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
After 2024-05-23 transaction · row 1
1 source rowRow 1 · 2024-05-23 · Purchase · Acquired 4,000 · Balance 6,000 F1: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting person undertakes to provide to the Issuer, and security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting person undertakes to provide to the Issuer, and security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SANDY SPRING BANCORP INC
Report date April 01, 2025 · Filed April 02, 2025
Section 16 reporting ended · disclosed 2025-04-02. 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 2025-04-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-04-01 · Disposition to issuer · Disposed 2,078 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 21, 2024, by and between Sandy Spring Bancorp, Inc. ("Sandy Spring") and Atlantic Union Bankshares Corporation ("AUB") (the "Merger Agreement"), including in respect of shares underlying, as applicable, SASR RSU Awards as defined in the Merger Agreement. Sandy Spring merged with and into AUB, with AUB continuing as the surviving entity. At the Effective Time of the Merger (as defined in the Merger Agreement), each share of Sandy Spring common stock issued and outstanding immediately prior to such time, and each share of Sandy Spring common stock underlying the reporting person's SASR RSU Awards, was converted into the right to receive 0.900 shares of AUB common stock, and, if applicable, cash in lieu of fractional shares. On March 31, 2025, the closing price of Sandy Spring's common stock was $27.95 per share and the closing price of AUB's common stock was $31.14 per share. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-04-01 · Disposition to issuer · Disposed 14,595.406 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 21, 2024, by and between Sandy Spring Bancorp, Inc. ("Sandy Spring") and Atlantic Union Bankshares Corporation ("AUB") (the "Merger Agreement"), including in respect of shares underlying, as applicable, SASR RSU Awards as defined in the Merger Agreement. Sandy Spring merged with and into AUB, with AUB continuing as the surviving entity. At the Effective Time of the Merger (as defined in the Merger Agreement), each share of Sandy Spring common stock issued and outstanding immediately prior to such time, and each share of Sandy Spring common stock underlying the reporting person's SASR RSU Awards, was converted into the right to receive 0.900 shares of AUB common stock, and, if applicable, cash in lieu of fractional shares. On March 31, 2025, the closing price of Sandy Spring's common stock was $27.95 per share and the closing price of AUB's common stock was $31.14 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 21, 2024, by and between Sandy Spring Bancorp, Inc. ("Sandy Spring") and Atlantic Union Bankshares Corporation ("AUB") (the "Merger Agreement"), including in respect of shares underlying, as applicable, SASR RSU Awards as defined in the Merger Agreement. Sandy Spring merged with and into AUB, with AUB continuing as the surviving entity. At the Effective Time of the Merger (as defined in the Merger Agreement), each share of Sandy Spring common stock issued and outstanding immediately prior to such time, and each share of Sandy Spring common stock underlying the reporting person's SASR RSU Awards, was converted into the right to receive 0.900 shares of AUB common stock, and, if applicable, cash in lieu of fractional shares. On March 31, 2025, the closing price of Sandy Spring's common stock was $27.95 per share and the closing price of AUB's common stock was $31.14 per share.
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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 2, 2025 15:48 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | Disposition to issuerCommon Stock | 14,595.406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001269702-25-000004 · wk-form4_1743623317.xml · nonDerivative · entry 2 BOYD RALPH F · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 21, 2024, by and between Sandy Spring Bancorp, Inc. ("Sandy Spring") and Atlantic Union Bankshares Corporation ("AUB") (the "Merger Agreement"), including in respect of shares underlying, as applicable, SASR RSU Awards as defined in the Merger Agreement. Sandy Spring merged with and into AUB, with AUB continuing as the surviving entity. At the Effective Time of the Merger (as defined in the Merger Agreement), each share of Sandy Spring common stock issued and outstanding immediately prior to such time, and each share of Sandy Spring common stock underlying the reporting person's SASR RSU Awards, was converted into the right to receive 0.900 shares of AUB common stock, and, if applicable, cash in lieu of fractional shares. On March 31, 2025, the closing price of Sandy Spring's common stock was $27.95 per share and the closing price of AUB's common stock was $31.14 per share. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 15:48 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | Disposition to issuerCommon Stock | 2,078 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001269702-25-000004 · wk-form4_1743623317.xml · nonDerivative · entry 1 BOYD RALPH F · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 21, 2024, by and between Sandy Spring Bancorp, Inc. ("Sandy Spring") and Atlantic Union Bankshares Corporation ("AUB") (the "Merger Agreement"), including in respect of shares underlying, as applicable, SASR RSU Awards as defined in the Merger Agreement. Sandy Spring merged with and into AUB, with AUB continuing as the surviving entity. At the Effective Time of the Merger (as defined in the Merger Agreement), each share of Sandy Spring common stock issued and outstanding immediately prior to such time, and each share of Sandy Spring common stock underlying the reporting person's SASR RSU Awards, was converted into the right to receive 0.900 shares of AUB common stock, and, if applicable, cash in lieu of fractional shares. On March 31, 2025, the closing price of Sandy Spring's common stock was $27.95 per share and the closing price of AUB's common stock was $31.14 per share. Read SEC document |
| May 23, 2024 Filed May 23, 2024 18:07 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 4,000 | $7.13 | $28,520.00 |
DisclosureSEC source: 0001628280-24-025026 · wk-form4_1716502029.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting person undertakes to provide to the Issuer, and security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 22, 2024 Filed May 24, 2024 10:53 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016499 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,078 F1 · ownership.direct: Restricted stock units granted under the 2024 Equity Plan will vest entirely on May 22, 2025. Read SEC document |
| May 17, 2024 Filed May 21, 2024 18:26 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,685 | $0.00 Strike: $6.34 | $0.00 |
DisclosureSEC source: 0001628280-24-024609 · wk-form4_1716330391.xml · derivative · entry 2 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,685 Underlying: Common Stock · 35,685 shares Expires 2034-05-17 F1 · shares: The option, representing the right to purchase 35,685 shares of InfuSystem Holdings, Inc. common stock, vests on May 17, 2025. Read SEC document |
| May 24, 2023 Filed May 25, 2023 15:09 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016822 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,254 F1 · ownership.direct: Restricted stock units granted under the 2015 Omnibus Incentive Plan will vest entirely on May 24, 2024. Read SEC document |
| May 18, 2023 Filed May 19, 2023 16:59 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Options (right to buy) · Derivative | 24,424 | $0.00 Strike: $9.18 | $0.00 |
DisclosureSEC source: 0001628280-23-019113 · wf-form4_168452996925718.xml · derivative · entry 2 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,424 Underlying: Common Stock · 24,424 shares Expires 2033-05-18 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 24,424 shares of InfuSystem Holdings, Inc. common stock, vests on May 18, 2024. Read SEC document |
| February 23, 2023 Filed Mar 1, 2023 19:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-005919 · wf-form4_167771805641470.xml · derivative · entry 2 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Restricted Stock Units · 2,000 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. F2 · derivative.exercise_date: These restricted stock units will fully vest on February 23, 2023. F2 · derivative.expiration_date: These restricted stock units will fully vest on February 23, 2023. Read SEC document |
| February 23, 2023 Filed Mar 1, 2023 19:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-005919 · wf-form4_167771805641470.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| May 25, 2022 Filed May 26, 2022 08:55 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015705 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,229 F1 · ownership.direct: Restricted stock units granted under the 2015 Omnibus Incentive Plan will vest entirely on May 25, 2023. Read SEC document |
| May 17, 2022 Filed May 17, 2022 16:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.58 | $0.00 |
DisclosureSEC source: 0001628280-22-014648 · wf-form4_165282106762242.xml · derivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2032-05-17 F1 · derivative.exercise_price: The stock option was issued with an exercise price equal to the Fair Value as defined by the 2021 Equity Plan, which is computed as the closing price of the Company's common stock reported on the NYSE American LLC on the date of grant. F2 · derivative.exercise_date: The option, representing the right to purchase 25,000 shares of InfuSystem Holdings, Inc. common stock, vests on the date of the 2023 annual shareholder meeting. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 13:21 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014632 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 769 F1 · ownership.direct: Restricted Stock Units awarded under the 2015 Omnibus Incentive Plan will vest ratably on May 1, 2022, 2023, 2024. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 17:40 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 1,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010477 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,327 F1 · ownership.direct: Restricted stock units awarded under 2015 Omnibus Incentive Plan will vest ratably on April 1, 2021, April 1, 2022, and April 1 2023. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 14:37 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 1,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010542 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001 F1 · ownership.direct: Restricted stock awarded under 2015 Omnibus Incentive Plan vests in equal installments annually for three years beginning April 1, 2020. Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 15:36 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013004 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655 F1 · date: Restricted stock awarded under 2015 Omnibus Incentive Plan vests in equal installments annually for three years beginning April 1, 2019. F1 · ownership.direct: Restricted stock awarded under 2015 Omnibus Incentive Plan vests in equal installments annually for three years beginning April 1, 2019. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:59 UTC | SANDY SPRING BANCORP INC SASR · Entity 81175 | GrantCommon Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011951 · form4.xml · nonDerivative · entry 1 BOYD RALPH F JR · CIK 0001269702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 F1 · ownership.direct: Restricted stock awarded under 2015 Omnibus Incentive Plan vests in equal installments annually for three years beginning April 1, 2018. 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.