Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Unum GroupUNM · Entity 3369 | Director | November 21, 2024 | November 22, 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.
Unum Group
Report date November 21, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,491 |
Reported balance
After 2024-11-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-11-21 · Sale · Disposed 10,000 · Balance 121,491 F1: Includes 52,274 deferred share rights ("DSRs"), 41,329 restricted stock units ("RSUs"), and 27,888 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,839.000 RSUs, and the exempt acquisitions of an aggregate of 691.940 DSRs and 502.828 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 52,274 deferred share rights ("DSRs"), 41,329 restricted stock units ("RSUs"), and 27,888 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.
F2: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,839.000 RSUs, and the exempt acquisitions of an aggregate of 691.940 DSRs and 502.828 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOSTON PRIVATE FINANCIAL HOLDINGS INC
Report date July 01, 2021 · Filed July 06, 2021
Section 16 reporting ended · disclosed 2021-07-06. 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 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 45,703.61 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.
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 |
|---|---|---|---|---|---|---|
| November 21, 2024 Filed Nov 22, 2024 22:43 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 10,000 | $74.50 | $745,000.00 |
DisclosureSEC source: 0000005513-24-000180 · wk-form4_1732315407.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,491 F1 · balance_after: Includes 52,274 deferred share rights ("DSRs"), 41,329 restricted stock units ("RSUs"), and 27,888 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,839.000 RSUs, and the exempt acquisitions of an aggregate of 691.940 DSRs and 502.828 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 23, 2024 Filed May 28, 2024 22:31 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,342 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-24-000124 · wk-form4_1716935480.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,296 F1 · shares: All are restricted stock units ("RSUs") vesting on May 23, 2025. F2 · balance_after: Includes 51,582 deferred share rights ("DSRs"), 44,665 RSUs, and 34,049 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 4,448.000 RSUs, and the exempt acquisitions of an aggregate of 1,539.423 DSRs and 1,118.683 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 25, 2023 Filed May 30, 2023 23:12 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000157 · wf-form4_168548832704806.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,296 F1 · shares: All are restricted stock units ("RSUs") vesting on May 25, 2024. F2 · balance_after: Includes 50,042 deferred share rights ("DSRs"), 44,652 RSUs, and 29,601 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 353.773 DSRs and 257.082 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 21:35 UTC | Unum Group UNM · Entity 3369 | PurchaseCommon Stock | 3,270 | $39.78 | $130,080.60 |
DisclosureSEC source: 0000005513-23-000075 · wf-form4_167900253084830.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,846 F1 · balance_after: Includes 49,689 deferred share rights ("DSRs"), 40,556 RSUs, and 29,601 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 5,395.118 RSUs, and the exempt acquisitions of an aggregate of 1,179.980 DSRs and 857.481 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 26, 2022 Filed May 31, 2022 22:26 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 4,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000122 · wf-form4_165403596392334.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,538 F1 · shares: All are restricted stock units ("RSUs") vesting on May 26, 2023. F2 · balance_after: Includes 48,509 deferred share rights ("DSRs"), 45,094 RSUs, and 20,936 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 10,562.417 RSUs, and the exempt acquisitions of an aggregate of 2,024.074 DSRs and 1,696.001 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 18:46 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | Disposition to issuerCommon Stock | 45,703.61 | $0.00 | $0.00 |
DisclosureSEC source: 0000821127-21-000184 · wf-form4_162561155024148.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 23:03 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 5,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-21-000122 · wf-form4_162258857335445.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,370 F1 · shares: All are restricted stock units ("RSUs") vesting on May 27, 2022. F2 · balance_after: Includes 46,484 deferred share rights ("DSRs"), 49,512 RSUs, and 10,374 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 2,255.107 DSRs and 2,151.192 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 14, 2021 Filed May 17, 2021 16:10 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 658 | $15.19 | $9,995.02 |
DisclosureSEC source: 0000821127-21-000116 · wf-form4_162128221694618.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,703.61 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:19 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,371 | $14.59 | $20,002.89 |
DisclosureSEC source: 0000821127-21-000077 · wf-form4_161601234310701.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,045.61 Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 16:22 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 2,078 | $7.22 | $15,003.16 |
DisclosureSEC source: 0000821127-20-000242 · wf-form4_160556173739757.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,674.61 Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 16:13 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 2,373 | $6.32 | $14,997.36 |
DisclosureSEC source: 0000821127-20-000204 · wf-form4_159769517758920.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,596.61 Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 16:13 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | PurchaseCommon Stock | 289 | $6.10 | $1,762.90 |
DisclosureSEC source: 0000821127-20-000191 · wf-form4_159709041042050.xml · nonDerivative · entry 2 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,223.61 Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 16:13 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | PurchaseCommon Stock | 4,711 | $6.10 | $28,713.55 |
DisclosureSEC source: 0000821127-20-000191 · wf-form4_159709041042050.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,934.61 Read SEC document |
| May 28, 2020 Filed Jun 2, 2020 00:08 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 10,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000094 · wf-form4_159105649692975.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,794 F1 · shares: All are restricted stock units ("RSUs") vesting on May 28, 2021. F2 · balance_after: Includes 44,229 deferred share rights ("DSRs"), 42,191 RSUs, and 10,374 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 2,915.600 DSRs and 5,053.590 RSUs, and the exempt acquisitions of an aggregate of 2,291.103 DSRs and 1,807.561 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:18 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 2,435 | $6.16 | $14,999.60 |
DisclosureSEC source: 0000821127-20-000165 · wf-form4_158992667167527.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,223.61 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 16:13 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,289 | $11.64 | $15,003.96 |
DisclosureSEC source: 0000821127-20-000022 · wf-form4_158214681696981.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,788.61 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 16:38 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,299 | $11.55 | $15,003.45 |
DisclosureSEC source: 0000821127-19-000136 · wf-form4_157419947809707.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,499.61 Read SEC document |
| August 27, 2019 Filed Aug 28, 2019 16:49 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | PurchaseCommon Stock | 6,126 | $10.08 | $61,743.95 |
DisclosureSEC source: 0001628280-19-011253 · wf-form4_156702532845292.xml · nonDerivative · entry 2 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,200.61 Read SEC document |
| August 27, 2019 Filed Aug 28, 2019 16:49 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | PurchaseCommon Stock | 1,100 | $10.08 | $11,082.50 |
DisclosureSEC source: 0001628280-19-011253 · wf-form4_156702532845292.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,074.61 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:05 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,447.88 | $10.36 | $15,000.04 |
DisclosureSEC source: 0001628280-19-010889 · wf-form4_156598950376581.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,974.61 Read SEC document |
| May 28, 2019 Filed May 30, 2019 22:25 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 1,602 | $33.55 | $53,742.29 |
DisclosureSEC source: 0000005513-19-000108 · wf-form4_155925509827485.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,645 F1 · balance_after: Includes 44,854 deferred share rights ("DSRs"), 35,387 restricted stock units ("RSUs"), and 2,404 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 4,006.319 RSUs since the reporting person's prior Form 4. Read SEC document |
| May 23, 2019 Filed May 28, 2019 22:17 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 4,808 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-19-000102 · wf-form4_155908186186762.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,247 F1 · shares: All are restricted stock units ("RSUs") vesting on May 23, 2020. F2 · balance_after: Includes 44,854 deferred share rights ("DSRs") and 39,394 RSUs. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 1,279.876 DSRs and 986.876 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 15, 2019 Filed May 17, 2019 16:43 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,354 | $11.08 | $15,002.32 |
DisclosureSEC source: 0000821127-19-000084 · wf-form4_155812582379450.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,526.73 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 16:15 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,252 | $11.98 | $14,998.96 |
DisclosureSEC source: 0000821127-19-000016 · wf-form4_155069731825921.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,172.73 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 16:44 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,160.99 | $12.92 | $14,999.99 |
DisclosureSEC source: 0000821127-18-000136 · wf-form4_154266382785335.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,920.73 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 17:17 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,071.12 | $14.00 | $14,999.96 |
DisclosureSEC source: 0000821127-18-000118 · wf-form4_153445420672959.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,759.74 Read SEC document |
| May 24, 2018 Filed May 30, 2018 01:05 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019186 · form4.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,173 F1 · shares: All are restricted stock units ("RSUs") vesting on May 24, 2019. F2 · balance_after: Includes 43,574 deferred share rights ("DSRs") and 33,599 RSUs. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 836.848 DSRs and 570.523 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 15, 2018 Filed May 17, 2018 17:03 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 893.92 | $16.78 | $14,999.98 |
DisclosureSEC source: 0000821127-18-000083 · wf-form4_152659092561524.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,688.62 Read SEC document |
| February 15, 2018 Filed Feb 15, 2018 16:50 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 996.15 | $15.06 | $15,000.03 |
DisclosureSEC source: 0000821127-18-000032 · wf-form4_151873143807130.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,794.7 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 17:04 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 967.06 | $15.51 | $15,000.07 |
DisclosureSEC source: 0000821127-17-000094 · wf-form4_151086988302977.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,798.55 Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 16:21 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 995.09 | $15.07 | $14,999.99 |
DisclosureSEC source: 0000821127-17-000068 · wf-form4_150291485036845.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,831.49 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:58 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 2,460 | $50.23 | $123,565.80 |
DisclosureSEC source: 0001127602-17-024915 · form4.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,873 F1 · balance_after: Includes 42,737 deferred share rights ("DSRs") and 29,136 restricted stock units ("RSUs"). All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:55 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 2,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019727 · form4.xml · nonDerivative · entry 2 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,333 F4 · shares: Represents DSRs in lieu of cash for annual retainers pursuant to the election of the reporting person. F5 · balance_after: Includes 42,737 DSRs, 29,136 RSUs, and 2,460 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:55 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019727 · form4.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,690 F1 · shares: All are restricted stock units ("RSUs") vesting on May 25, 2018. F2 · balance_after: Includes 40,094 deferred share rights ("DSRs"), 29,136 RSUs, and 2,460 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 339.664 DSRs and 218.676 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:55 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 965 | $15.54 | $14,992.24 |
DisclosureSEC source: 0000821127-17-000037 · wf-form4_149505451065226.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,836.4 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 16:08 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 885 | $16.95 | $15,002.52 |
DisclosureSEC source: 0000821127-17-000020 · wf-form4_148727930843295.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,871.4 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 23:09 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 6,566 | $46.86 | $307,694.58 |
DisclosureSEC source: 0001127602-17-004670 · form4.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,828 F1 · price: Reflects the weighted average price for multiple sale transactions ranging in price from $46.86 per share to $46.87 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes 39,754 deferred share rights ("DSRs"), 25,613 restricted stock units ("RSUs"), and 2,460 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 415.992 DSRs and 266.807 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 16:24 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 982 | $15.28 | $15,004.96 |
DisclosureSEC source: 0000821127-16-000239 · wf-form4_147933145836614.xml · nonDerivative · entry 1 LARSON GLORIA C · CIK 0001207406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,986.4 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.