Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 09, 2024 | August 13, 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.
WSFS FINANCIAL CORP
Report date August 09, 2024 · Filed August 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,383 |
Reported balance
After 2024-08-09 transaction · row 1
1 source rowRow 1 · 2024-08-09 · Grant · Acquired 1,201 · Balance 11,383 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BRYN MAWR BANK CORP
Report date January 01, 2022 · Filed January 03, 2022 · Amendment
Section 16 reporting ended · disclosed 2022-01-03. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,923.969 |
Reported balance
After 2022-01-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-01-01 · Exercise / conversion · Acquired 216 · Balance 6,923.969 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. F2: This amount reflects an amended holding to correct a clerical error that occurred in the Reporting Person's Form 5/A filed May 5, 2021 and Form 4 filed August 11, 2021 which resulted in the Reporting Person's March 1, 2021 dividend reinvestment being reported twice, thereby overstating the common stock holdings by 30.494 shares. Prior to all transactions reported on this exit Form 4 filing, the Reporting Person held 6,707.969 in common stock. |
| Common StockSEC Table I · non-derivative | Direct | 7,141.969 |
Reported balance
After 2022-01-01 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2022-01-01 · Exercise / conversion · Acquired 218 · Balance 7,141.969 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 8,141.969 |
Reported balance
After 2022-01-01 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2022-01-01 · Exercise / conversion · Acquired 1,000 · Balance 8,141.969 F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 9,019.969 |
Reported balance
After 2022-01-01 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2022-01-01 · Exercise / conversion · Acquired 878 · Balance 9,019.969 F3: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2022-01-01 · Disposition to issuer · Disposed 9,019.969 · Balance 0 F4: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · 2022-01-01 · Exercise / conversion · Disposed 216 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · 2022-01-01 · Exercise / conversion · Disposed 218 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-01 transaction · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · 2022-01-01 · Exercise / conversion · Disposed 1,000 · Balance 0 F5: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12.
F2: This amount reflects an amended holding to correct a clerical error that occurred in the Reporting Person's Form 5/A filed May 5, 2021 and Form 4 filed August 11, 2021 which resulted in the Reporting Person's March 1, 2021 dividend reinvestment being reported twice, thereby overstating the common stock holdings by 30.494 shares. Prior to all transactions reported on this exit Form 4 filing, the Reporting Person held 6,707.969 in common stock.
F3: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12.
F4: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock.
F5: Each restricted stock unit represents a contingent right to receive one share of BMTC 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 |
|---|---|---|---|---|---|---|
| August 09, 2024 Filed Aug 13, 2024 16:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006202 · primarydocument.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,383 Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 17:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,373 | $43.72 | $60,027.56 |
DisclosureSEC source: 0001562180-23-006330 · primarydocument.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,182 Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 17:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006151 · primarydocument.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809 Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionRestricted Stock Unit · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · derivative · entry 8 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1 · derivative.exercise_date: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. F1 · derivative.expiration_date: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionRestricted Stock Unit · Derivative | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · derivative · entry 7 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 218 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1 · derivative.exercise_date: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. F1 · derivative.expiration_date: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionRestricted Stock Unit · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · derivative · entry 6 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 216 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1 · derivative.exercise_date: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. F1 · derivative.expiration_date: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Disposition to issuerCommon Stock | 9,019.969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · nonDerivative · entry 5 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: Pursuant to the terms of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Issuer's common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, converted into the right to receive, without interest, 0.90 of a share of WSFS common stock. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionCommon Stock | 878 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · nonDerivative · entry 4 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,019.969 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. F3 · shares: Reflects the full vesting of all outstanding performance-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreement, and the Merger Agreement. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · nonDerivative · entry 3 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,141.969 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 · shares: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionCommon Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · nonDerivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,141.969 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 · shares: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:21 UTC Amendment | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-22-000040 · wf-form4a_164125208682294.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,923.969 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 · shares: Reflects the full vesting of all outstanding time-based restricted stock units held by the Reporting Person, as contemplated by the respective grant agreements, and that certain Agreement and Plan of Merger entered into as of March 9, 2021 (the "Merger Agreement"), between Bryn Mawr Bank Corporation (the "Issuer") and WSFS Financial Corporation ("WSFS"), pursuant to which the Issuer will merge with and into WSFS (the "Merger"). On December 31, 2021, the closing price of the Issuer was $45.01, and the closing price of WSFS was $50.12. F2 · balance_after: This amount reflects an amended holding to correct a clerical error that occurred in the Reporting Person's Form 5/A filed May 5, 2021 and Form 4 filed August 11, 2021 which resulted in the Reporting Person's March 1, 2021 dividend reinvestment being reported twice, thereby overstating the common stock holdings by 30.494 shares. Prior to all transactions reported on this exit Form 4 filing, the Reporting Person held 6,707.969 in common stock. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 22:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 8,117 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001552781-22-000051 · ownership.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,117 F1 · price: Received in exchange for 9,019.969 shares of Bryn Mawr Bank Corporation ("Bryn Mawr") common stock in connection with the merger of Bryn Mawr with and into WSFS Financial Corporation ("WSFS") effective January 1, 2022 (the "Merger"). At the effective time of the Merger at 12:01am on January 1, 2022 (the "Effective Time"), each outstanding share of Bryn Mawr common stock converted into the right to receive 0.90 shares of WSFS common stock, with cash paid in lieu of fractional shares (the "Merger Consideration"). On December 31, 2021, the last trading day before the Effective Time, the closing price of Bryn Mawr's common stock was $45.01 per share and the closing price of WSFS' common stock was $50.12 per share. All fractional share holdings were paid in cash. Read SEC document |
| August 16, 2021 Filed Aug 16, 2021 16:20 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantCommon Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-21-000232 · wf-form4_162914518662330.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,738.463 Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 16:52 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionRestricted Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-21-000187 · wf-form4_162871508339332.xml · derivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 169 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 · security: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F3 · derivative.exercise_date: Represents restricted stock units subject to time-based cliff vesting at August 9, 2021. F3 · derivative.expiration_date: Represents restricted stock units subject to time-based cliff vesting at August 9, 2021. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 16:52 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | Exercise / conversionCommon Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-21-000187 · wf-form4_162871508339332.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,622.463 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 · price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F2 · balance_after: This Form 4 includes 30.494 shares that the reporting person acquired pursuant to dividend reinvestment on March 1, 2021 that were exempt from reporting at the time of acquisition pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 17:12 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-21-000087 · wf-form4_161351350049696.xml · derivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F2 · derivative.exercise_date: Represents time-based Restricted Stock Units granted under the Bryn Mawr Bank Corporation Amended and Restated 2010 Long-Term Incentive Plan that, subject to certain conditions, will vest on February 11, 2022. F2 · derivative.expiration_date: Represents time-based Restricted Stock Units granted under the Bryn Mawr Bank Corporation Amended and Restated 2010 Long-Term Incentive Plan that, subject to certain conditions, will vest on February 11, 2022. Read SEC document |
| May 22, 2020 Filed May 26, 2020 16:36 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 2,000 | $26.14 | $52,277.60 |
DisclosureSEC source: 0000802681-20-000143 · wf-form4_159052538200385.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,157 F1 · price: The breakdown of the purchase is as follows: 500 shares at $26.10912, 500 shares at $26.12, 500 shares at $26.146, 500 shares at $26.1799. Read SEC document |
| April 24, 2020 Filed Apr 27, 2020 16:03 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantCommon Stock | 477 | $26.17 | $12,483.09 |
DisclosureSEC source: 0000802681-20-000129 · wf-form4_158801779272358.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,157 F1 · shares: Represents shares having a value of $12,500 that were issued to the reporting person as the annual director stock retainer for the 2020/2021 board cycle. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 15:39 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 500 | $29.06 | $14,529.95 |
DisclosureSEC source: 0000802681-20-000099 · wf-form4_158404195157203.xml · nonDerivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,680 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 15:39 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 500 | $29.16 | $14,579.50 |
DisclosureSEC source: 0000802681-20-000099 · wf-form4_158404195157203.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,180 Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 16:57 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantRestricted Stock Units · Derivative | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-20-000053 · wf-form4_158137185683084.xml · derivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218 Underlying: Common Stock · 218 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F2 · derivative.exercise_date: Represents time-based Restricted Stock Units granted under the Bryn Mawr Bank Corporation Amended and Restated 2010 Long-Term Incentive ("LTIP") that, subject to certain conditions, will vest on February 6, 2023. F2 · derivative.expiration_date: Represents time-based Restricted Stock Units granted under the Bryn Mawr Bank Corporation Amended and Restated 2010 Long-Term Incentive ("LTIP") that, subject to certain conditions, will vest on February 6, 2023. Read SEC document |
| May 02, 2019 Filed May 6, 2019 16:16 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantRestricted Stock Units · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000802681-19-000109 · wf-form4_155717374591847.xml · derivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F2 · derivative.exercise_date: Represents Restricted Stock Units granted under the Bryn Mawr Bank Corporation amended and restated 2010 Long-Term Incentive Plan ("LTIP") that, subject to certain conditions, will vest on May 2, 2022. F2 · derivative.expiration_date: Represents Restricted Stock Units granted under the Bryn Mawr Bank Corporation amended and restated 2010 Long-Term Incentive Plan ("LTIP") that, subject to certain conditions, will vest on May 2, 2022. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 13:41 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantCommon Stock | 338 | $36.88 | $12,465.44 |
DisclosureSEC source: 0000802681-19-000088 · wf-form4_155664609822322.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,680 F1 · shares: Represents shares having a value of $12,500 that were issued to the reporting person as the annual director retainer for the 2019/2020 board cycle. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 10:58 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 600 | $35.25 | $21,149.94 |
DisclosureSEC source: 0000802681-18-000023 · wf-form4_154419830083383.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,342 Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 17:13 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantRestricted Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-015365 · rdgdoc.xml · derivative · entry 2 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169 Underlying: Common Stock · 169 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BMTC common stock. F2 · derivative.exercise_date: Represents restricted stock units subject to time-based cliff vesting at August 9, 2021. F2 · derivative.expiration_date: Represents restricted stock units subject to time-based cliff vesting at August 9, 2021. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 09:45 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 400 | $48.75 | $19,500.00 |
DisclosureSEC source: 0001437749-18-013788 · rdgdoc.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742 Read SEC document |
| April 27, 2018 Filed May 1, 2018 16:50 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | GrantCommon Stock | 342 | $45.65 | $15,612.30 |
DisclosureSEC source: 0001437749-18-008271 · rdgdoc.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,342 F1 · kind: Represents shares having a value of $12,500 that were issued to the reporting person as the annual director retainer for the 2018/2019 board cycle, and also shares having a value of $3,125 representing the pro-rated portion of the 2017/2018 board cycle annual director retainer that the reporting person earned following his election to the Board in January 2018. Read SEC document |
| February 05, 2018 Filed Mar 2, 2018 08:56 UTC | BRYN MAWR BANK CORP BMTC · Entity 131882 | PurchaseCommon Stock | 1,000 | $45.99 | $45,992.50 |
DisclosureSEC source: 0001437749-18-003719 · rdgdoc.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · price: The breakdown of the purchase is as follows: 100 shares at $45.95, 400 shares at $45.995, and 500 shares at $46.00 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.