Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | EVP,General Counsel,Secretary | March 22, 2021 | March 24, 2021 |
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.
NBT BANCORP INC
Report date March 22, 2021 · Filed March 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Direct | 5,651 |
Reported balance
After 2021-03-22 transaction · row 1
1 source rowRow 1 · 2021-03-22 · Grant · Acquired 1,791 · Balance 5,651 F1: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEARTLAND FINANCIAL USA INC
Report date January 31, 2025 · Filed February 04, 2025
Section 16 reporting ended · disclosed 2025-02-04. 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 2025-01-31 transaction · row 1
1 source rowRow 1 · 2025-01-31 · Disposition to issuer · Disposed 6,246.375 · Balance 0 F1: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. |
| 2024 Time-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-31 · Disposition to issuer · Disposed 1,783 · Balance 0 F2: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock. F1: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. F3: Upon the Effective Time: each HTLF RSU Award was converted into an Assumed RSU Award (as defined in the Merger Agreement) that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF RSU Award multiplied by the Exchange Ratio, rounded down to the nearest whole share. |
| 2024 Performance Based Restricted Stock Units (3-year)SEC Table II · derivative / convertible security | Direct | 2,675 |
Reported balance
After 2025-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-01-31 · Grant · Acquired 2,675 · Balance 2,675 F2: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock. F4: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. |
| 2024 Performance Based Restricted Stock Units (3-year)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-01-31 · Disposition to issuer · Disposed 2,675 · Balance 0 F2: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock. F1: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. F4: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90.
F2: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock.
F3: Upon the Effective Time: each HTLF RSU Award was converted into an Assumed RSU Award (as defined in the Merger Agreement) that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF RSU Award multiplied by the Exchange Ratio, rounded down to the nearest whole share.
F4: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio.
PACWEST BANCORP
Report date November 30, 2023 · Filed November 30, 2023
Section 16 reporting ended · disclosed 2023-11-30. 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 2023-11-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-30 · Disposition to issuer · Disposed 34,279 · Balance 0 F1: Includes restricted stock awards of 25,972 shares of Issuer's common stock (the "Issuer RSAs"). F2: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023. F3: Pursuant to the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by BANC and converted into the right to receive (without interest) the Merger Consideration in respect of each share of Issuer common stock subject to such Issuer RSAs immediately prior to the Effective Time with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms), with any fractional shares rounded to the nearest whole share of BANC common stock. F4: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock awards of 25,972 shares of Issuer's common stock (the "Issuer RSAs").
F2: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023.
F3: Pursuant to the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by BANC and converted into the right to receive (without interest) the Merger Consideration in respect of each share of Issuer common stock subject to such Issuer RSAs immediately prior to the Effective Time with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms), with any fractional shares rounded to the nearest whole share of BANC common stock.
F4: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common 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 |
|---|---|---|---|---|---|---|
| January 31, 2025 Filed Feb 4, 2025 16:07 UTC | HEARTLAND FINANCIAL USA INC HTLF · Entity 83628 | Disposition to issuer2024 Performance Based Restricted Stock Units (3-year) · Derivative | 2,675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920112-25-000049 · wk-form4_1738703260.xml · derivative · entry 4 Kelley Angela M · CIK 0001789468 · EVP,Director Wealth Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,675 shares Expires not disclosed F2 · derivative.exercise_price: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock. F1 · shares: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. F4 · price: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. F4 · derivative.exercise_date: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. F4 · derivative.expiration_date: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:07 UTC | HEARTLAND FINANCIAL USA INC HTLF · Entity 83628 | Grant2024 Performance Based Restricted Stock Units (3-year) · Derivative | 2,675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920112-25-000049 · wk-form4_1738703260.xml · derivative · entry 3 Kelley Angela M · CIK 0001789468 · EVP,Director Wealth Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,675 Underlying: Common Stock · 2,675 shares Expires not disclosed F2 · derivative.exercise_price: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock. F4 · price: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. F4 · derivative.exercise_date: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. F4 · derivative.expiration_date: Upon the Effective Time: each HTLF PSU Award was converted into an Assumed PSU Award (as defined in the Merger Agreement) with applicable performance goals deemed satisfied at the target level that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF PSU Award multiplied by the Exchange Ratio. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:07 UTC | HEARTLAND FINANCIAL USA INC HTLF · Entity 83628 | Disposition to issuer2024 Time-Based Restricted Stock Units · Derivative | 1,783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920112-25-000049 · wk-form4_1738703260.xml · derivative · entry 2 Kelley Angela M · CIK 0001789468 · EVP,Director Wealth Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,783 shares Expires not disclosed F2 · derivative.exercise_price: Each HTLF RSU Award and HTLF PSU Award represents a contingent right to receive one share of HTLF common stock. F1 · shares: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. F3 · price: Upon the Effective Time: each HTLF RSU Award was converted into an Assumed RSU Award (as defined in the Merger Agreement) that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF RSU Award multiplied by the Exchange Ratio, rounded down to the nearest whole share. F3 · derivative.exercise_date: Upon the Effective Time: each HTLF RSU Award was converted into an Assumed RSU Award (as defined in the Merger Agreement) that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF RSU Award multiplied by the Exchange Ratio, rounded down to the nearest whole share. F3 · derivative.expiration_date: Upon the Effective Time: each HTLF RSU Award was converted into an Assumed RSU Award (as defined in the Merger Agreement) that settles in a number of shares of UMB common stock equal to the number of shares underlying the HTLF RSU Award multiplied by the Exchange Ratio, rounded down to the nearest whole share. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:07 UTC | HEARTLAND FINANCIAL USA INC HTLF · Entity 83628 | Disposition to issuerCommon Stock | 6,246.375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920112-25-000049 · wk-form4_1738703260.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP,Director Wealth Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. F1 · price: Represents shares (including in respect of shares underlying, as applicable, HTLF RSU Awards, HTLF PSU Awards and HTLF Options (each, as defined in the Agreement and Plan of Merger, dated as of April 28, 2024 (the "Merger Agreement"), by and among Heartland Financial USA, Inc. ("HTLF"), UMB Financial Corporation ("UMB") and Blue Sky Merger Sub Inc.)) disposed of pursuant to the closing of the transactions contemplated by the Merger Agreement. In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of HTLF common stock that was issued and outstanding immediately prior to the Effective Time (subject to certain exceptions) was converted into the right to receive 0.5500 shares of UMB common stock (the "Exchange Ratio") and, if applicable, cash in lieu of fractional shares. On January 31, 2025, the last trading day prior to the Effective Time, the closing price of one share of UMB common stock was $117.90. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 16:05 UTC | HEARTLAND FINANCIAL USA INC HTLF · Entity 83628 | Grant2024 Time-Based Restricted Stock · Derivative | 1,783 | $0.00 | $0.00 |
DisclosureSEC source: 0000920112-24-000051 · wk-form4_1710965134.xml · derivative · entry 2 Kelley Angela M · CIK 0001789468 · EVP,Director Wealth Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,783 Underlying: Common Stock · 1,783 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: Of these restricted stock units, 1/3 vest on 3-21-2025, 1/3 vest on 3-21-2026, and 1/3 vest on 3-21-2027. F2 · derivative.expiration_date: Of these restricted stock units, 1/3 vest on 3-21-2025, 1/3 vest on 3-21-2026, and 1/3 vest on 3-21-2027. Read SEC document |
| November 30, 2023 Filed Nov 30, 2023 21:46 UTC | PACWEST BANCORP PACW · Entity 107839 | Disposition to issuerCommon Stock | 34,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-015666 · form4-12012023_021216.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, GEN. COUNSEL, CORP. SECTY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes restricted stock awards of 25,972 shares of Issuer's common stock (the "Issuer RSAs"). F2 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by BANC and converted into the right to receive (without interest) the Merger Consideration in respect of each share of Issuer common stock subject to such Issuer RSAs immediately prior to the Effective Time with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms), with any fractional shares rounded to the nearest whole share of BANC common stock. F4 · balance_after: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 16:18 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 1,427 | $7.95 | $11,344.65 |
DisclosureSEC source: 0001415889-23-012901 · form4-09052023_080933.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, GEN. COUNSEL, CORP. SECTY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,279 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 4,962 shares of restricted stock on August 31, 2023. F2 · price: Reflects market closing price on August 31, 2023. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 16:31 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 503 | $27.75 | $13,958.25 |
DisclosureSEC source: 0001415889-23-003833 · form4-03022023_040333.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, GEN. COUNSEL, CORP. SECTY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,706 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 1,747 shares of restricted stock on February 28, 2023. F2 · price: Reflects market closing price on February 28, 2023. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:16 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 10,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002276 · form4-02102023_040238.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, GEN. COUNSEL, CORP. SECTY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,209 F1 · shares: On February 8, 2023, Reporting Person was granted a restricted stock award ("RSA") of 10,808 shares of Issuer's common stock. This RSA will vest ratably over a three (3) year term. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 16:24 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 1,435 | $26.33 | $37,783.55 |
DisclosureSEC source: 0001415889-22-009266 · form4-09022022_010922.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, GEN. COUNSEL, CORP. SECTY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,401 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 4,963 shares of restricted stock on August 31, 2022. F2 · price: Reflects market closing price on August 31, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:53 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 6,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001366 · edgar.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, Gen. Counsel, Corp. Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,836 F1 · shares: On February 15, 2022, Reporting Person was granted a restricted stock award ("RSA") of 6,986 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 16:19 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 19,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008172 · edgar.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP, Gen. Counsel, Corp. Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,850 F1 · shares: On August 11, 2021, Reporting Person was granted a restricted stock award ("RSA") of 19,850 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 16:11 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000033 · edgardoc.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP,General Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,651 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 20:25 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-006828 · form4.xml · nonDerivative · entry 1 Kelley Angela M · CIK 0001789468 · EVP,General Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,860 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. 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.