Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASSOCIATED BANC-CORPASB · Entity 2747 | Executive Vice President | February 10, 2025 | February 11, 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.
ASSOCIATED BANC-CORP
Report date February 10, 2025 · Filed February 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $0.01 Par ValueSEC Table I · non-derivative | Direct | 47,520 |
Reported balance
After 2025-02-10 transaction · row 1
1 source rowRow 1 · 2025-02-10 · Tax withholding · Disposed 1,110 · Balance 47,520 F1: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of time-based restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of time-based restricted stock.
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 04, 2020 Filed Feb 6, 2020 23:19 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 12,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004117 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,156 F1 · kind: Includes 7,440 shares awarded pursuant to vesting of performance-based restricted stock units ("PRSUs") granted in 2017 and 767 dividend equivalent units earned, 100% of which the reporting person has elected to defer upon vesting and which will remain in the Executive's Deferred Compensation Plan until distributed pursuant to the reporting person's distribution election on file, plus 4,060 shares Time-based RSUs ("TRSUs") granted in 2020, which will vest in four equal annual installments beginning on February 8, 2021. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 23:03 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 113 | $22.39 | $2,530.07 |
DisclosureSEC source: 0001127602-19-035426 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,889 F1 · kind: Fully vested dividend equivalents awarded pursuant to performance-based RSUs, payable solely in shares of common stock and subject to deferral until separation, as elected by the Insider. Read SEC document |
| September 16, 2019 Filed Sep 18, 2019 16:02 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 114 | $20.66 | $2,355.24 |
DisclosureSEC source: 0001127602-19-028688 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,776 F1 · kind: Fully vested dividend equivalents awarded pursuant to performance-based RSUs, payable solely in shares of common stock and subject to deferral until separation, as elected by the Insider. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 17:59 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 114 | $20.58 | $2,346.12 |
DisclosureSEC source: 0001127602-19-022201 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,662 F1 · kind: Fully vested dividend equivalents awarded pursuant to performance-based RSUs, payable solely in shares of common stock and subject to deferral until separation, as elected by the Insider. Read SEC document |
| May 08, 2019 Filed May 9, 2019 15:52 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 163 | $22.68 | $3,696.84 |
DisclosureSEC source: 0001127602-19-017851 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,548 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:10 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 100 | $23.18 | $2,318.00 |
DisclosureSEC source: 0001127602-19-012204 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,711 F1 · kind: Fully vested dividend equivalents awarded pursuant to performance-based RSUs, payable solely in shares of common stock and subject to deferral until separation, as elected by the Insider. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 21:20 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 211 | $22.40 | $4,726.40 |
DisclosureSEC source: 0001127602-19-005087 · form4.xml · nonDerivative · entry 3 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,882 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of time-based restricted stock. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 21:20 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 292 | $22.40 | $6,540.80 |
DisclosureSEC source: 0001127602-19-005087 · form4.xml · nonDerivative · entry 2 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,093 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of time-based restricted stock. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 21:20 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 388 | $22.40 | $8,691.20 |
DisclosureSEC source: 0001127602-19-005087 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,385 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of time-based restricted stock. Read SEC document |
| February 05, 2019 Filed Feb 8, 2019 02:04 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantPhantom Stock Unit · Derivative | 12,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004684 · form4.xml · derivative · entry 4 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,815 Underlying: Common Stock $0.01 Par Value · 12,815 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock, or at Associated Banc-Corp's election, the cash value thereof. F5 · derivative.exercise_date: Stock units are 100% vested at the time of the acquisition. F6 · derivative.expiration_date: Phantom stock units will remain in the Insider's Stock Plan Services plan until separation and be distributed pursuant to the Insider's distribution election on file. Read SEC document |
| February 05, 2019 Filed Feb 8, 2019 02:04 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 20,382 | $22.01 Strike: $22.01 | $448,607.82 |
DisclosureSEC source: 0001127602-19-004684 · form4.xml · derivative · entry 3 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,382 Underlying: Common Stock $0.01 Par Value · 20,382 shares Expires 2029-02-05 F3 · derivative.exercise_date: Option vests in four equal annual installments beginning on February 8, 2020. Read SEC document |
| February 05, 2019 Filed Feb 8, 2019 02:04 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 6,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004684 · form4.xml · nonDerivative · entry 2 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,773 F2 · kind: Includes 6,576 shares Time-based RSAs ("TRSAs") granted in 2019, which will vest in four equal annual installments beginning on February 8, 2020. Read SEC document |
| February 05, 2019 Filed Feb 8, 2019 02:04 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Disposition to issuerCommon Stock $0.01 Par Value | 2,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-004684 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,197 F1 · price: "Stock units" awarded under Deferred Compensation Plan. Upon the vesting of restricted stock units granted to the Insider on 2/1/2016, the person deferred the receipt of 12,815 shares of common stock and received instead 12,815 shares of phantom stock units under the Deferred Compensation Plan. The portion of the restricted stock units that were time-based reported as common stock on Table I on the date of grant. As a result, the Insider is reporting the disposition of such previously reported shares of common stock in exchange for an equal number of shares of phantom stock units. Read SEC document |
| February 05, 2019 Filed Feb 12, 2019 21:53 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Disposition to issuerPhantom Stock Unit · Derivative | 12,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005398 · form4.xml · derivative · entry 2 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 12,815 shares Expires not disclosed F1 · derivative.exercise_price: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. F1 · kind: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. F1 · price: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. F1 · derivative.exercise_date: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. F1 · derivative.expiration_date: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. Read SEC document |
| February 05, 2019 Filed Feb 12, 2019 21:53 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 13,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005398 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,502 F1 · kind: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. F1 · price: Shares were incorrectly reported on Table II as Phantom Stock Units. Shares are now being reported as Common Stock on Table I and include shares acquired pursuant to accrued dividend equivalent units. Read SEC document |
| May 08, 2018 Filed May 9, 2018 19:28 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 163 | $26.75 | $4,360.25 |
DisclosureSEC source: 0001127602-18-016711 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,354 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 20:52 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 388 | $23.60 | $9,156.80 |
DisclosureSEC source: 0001127602-18-005150 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,517 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 01:29 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 17,799 | $24.25 Strike: $24.25 | $431,625.75 |
DisclosureSEC source: 0001127602-18-004699 · form4.xml · derivative · entry 2 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,799 Underlying: Common Stock $0.01 Par Value · 17,799 shares Expires 2028-02-06 F2 · derivative.exercise_date: Option vests in four equal annual installments beginning on February 8, 2019. Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 01:29 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 4,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004699 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,905 F1 · kind: Includes 1,623 shares attributable to the time-based portion, of PRSUs granted in 2017, and 3,247 shares underlying time-based RSUs ("TRSUs") granted in 2017, which will vest in four equal annual installments beginning on February 8, 2018. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 21:21 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 233 | $25.30 | $5,894.90 |
DisclosureSEC source: 0001127602-18-001256 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,035 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 21:19 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 18 | $25.80 | $464.40 |
DisclosureSEC source: 0001127602-18-000126 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,268 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| May 09, 2017 Filed May 11, 2017 14:49 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 179 | $25.50 | $4,564.50 |
DisclosureSEC source: 0001127602-17-017641 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,286 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 22:12 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | Tax withholdingCommon Stock $0.01 Par Value | 420 | $25.05 | $10,521.00 |
DisclosureSEC source: 0001127602-17-004813 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,465 F1 · kind: Shares were surrendered to satisfy tax withholding obligations arising from the vesting of restricted stock. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:17 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 14,391 | $25.20 Strike: $25.20 | $362,653.20 |
DisclosureSEC source: 0001127602-17-004600 · form4.xml · derivative · entry 2 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,391 Underlying: Common Stock $0.01 Par Value · 14,391 shares Expires 2027-02-06 F2 · derivative.exercise_date: Option vests in four equal annual installments beginning on February 8, 2018. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:17 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 4,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004600 · form4.xml · nonDerivative · entry 1 Schmidt Paul Gregory · CIK 0001652805 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,885 F1 · kind: Includes 1,488 shares attributable to the time-based portion, of PRSUs granted in 2017, and 2,976 shares underlying time-based RSUs ("TRSUs") granted in 2017, which will vest in four equal annual installments beginning on February 8, 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.