Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TOMPKINS FINANCIAL CORPTMP · Entity 2728 | Director | August 29, 2024 | August 29, 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.
TOMPKINS FINANCIAL CORP
Report date August 29, 2024 · Filed August 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,834 |
Reported balance
After 2024-08-29 transaction · row 1
1 source rowRow 1 · 2024-08-29 · Purchase · Acquired 127 · Balance 12,834 F1: Includes shares acquired through reinvestment of quarterly dividends. |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian | 178.36 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 178.36 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian | 178.36 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 178.36 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired through reinvestment of quarterly dividends.
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 |
|---|---|---|---|---|---|---|
| August 29, 2024 Filed Aug 29, 2024 20:57 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | PurchaseCommon Stock | 127 | $61.26 | $7,780.63 |
DisclosureSEC source: 0001127602-24-023172 · form4.xml · nonDerivative · entry 1 MCClurg John D · CIK 0001975057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,834 F1 · shares: Includes shares acquired through reinvestment of quarterly dividends. 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.