Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Bancshares, Inc.NWBI · Entity 4434 | Director · SEVP, Chief Operating Officer | July 26, 2024 | July 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.
Northwest Bancshares, Inc.
Report date July 26, 2024 · Filed July 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 208,302 |
Ending reported balance
After 2024-07-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-07-26 · Exercise / conversion · Acquired 3,094 · Balance 211,396 Row 2 · 2024-07-26 · Exercise / conversion · Acquired 4,332 · Balance 215,728 Row 3 · 2024-07-26 · Exercise / conversion · Acquired 6,188 · Balance 221,916 Row 4 · 2024-07-26 · Sale · Disposed 13,614 · Balance 208,302 F1: Average price of 178 lots with a high of $14.21 and a low of $14.15. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.37 · Expires 2025-05-20 | Direct | 0 |
Reported balance
After 2024-07-26 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-07-26 · Exercise / conversion · Acquired 3,094 · Balance 0 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.71 · Expires 2030-05-20 | Direct | 4,330 |
Reported balance
After 2024-07-26 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-07-26 · Exercise / conversion · Acquired 4,332 · Balance 4,330 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.68 · Expires 2031-05-25 | Direct | 3,094 |
Reported balance
After 2024-07-26 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2024-07-26 · Exercise / conversion · Acquired 6,188 · Balance 3,094 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectIRA | 686 |
Reported balance
Holding disclosure · report date 2024-07-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 686 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | IndirectWife's IRA | 686 |
Reported balance
Holding disclosure · report date 2024-07-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 686 |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Indirect401-K | 31,810.3735 |
Reported balance
Holding disclosure · report date 2024-07-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 31,810.3735 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Average price of 178 lots with a high of $14.21 and a low of $14.15.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| July 25, 2018 Filed Jul 27, 2018 18:18 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,714 | $0.00 Strike: $12.12 | $0.00 |
DisclosureSEC source: 0001140361-18-033865 · doc1.xml · derivative · entry 7 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,714 shares Expires 2021-01-19 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. Read SEC document |
| July 25, 2018 Filed Jul 27, 2018 18:18 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. Common Stock | 13,714 | $18.09 | $248,032.78 |
DisclosureSEC source: 0001140361-18-033865 · doc1.xml · nonDerivative · entry 3 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,899 F1 · price: Average price of 100 lots with a high of $18.19 and a low of $18.015. Read SEC document |
| July 25, 2018 Filed Jul 27, 2018 18:18 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 10,000 | $12.32 | $123,200.00 |
DisclosureSEC source: 0001140361-18-033865 · doc1.xml · nonDerivative · entry 2 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,613 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. Read SEC document |
| July 25, 2018 Filed Jul 27, 2018 18:18 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. Common Stock | 3,714 | $12.12 | $45,013.68 |
DisclosureSEC source: 0001140361-18-033865 · doc1.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,613 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. Read SEC document |
| May 14, 2018 Filed May 15, 2018 19:53 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 15,470 | $16.59 Strike: $16.59 | $256,647.30 |
DisclosureSEC source: 0001204555-18-000001 · edgar.xml · derivative · entry 5 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,470 Underlying: Common Stock · 15,470 shares Expires 2028-05-14 F2 · shares: One seventh of this grant of stock options will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. Read SEC document |
| May 14, 2018 Filed May 15, 2018 19:53 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 7,250 | $16.59 | $120,277.50 |
DisclosureSEC source: 0001204555-18-000001 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,899 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 14, 2018 and on each May 14th thereafter through May 14, 2024. Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 21:16 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 10,000 | $12.32 Strike: $12.32 | $123,200.00 |
DisclosureSEC source: 0001204555-17-000005 · edgar.xml · derivative · entry 6 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2021-05-18 Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 21:16 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. | 10,000 | $17.28 | $172,796.00 |
DisclosureSEC source: 0001204555-17-000005 · edgar.xml · nonDerivative · entry 2 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,649 F1 · price: Average price of 53 lots with a high of $17.3001 and a low of $17.25. Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 21:16 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 10,000 | $12.32 | $123,200.00 |
DisclosureSEC source: 0001204555-17-000005 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,649 Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 15,470 | $15.57 Strike: $15.57 | $240,867.90 |
DisclosureSEC source: 0001204555-17-000003 · edgar.xml · derivative · entry 5 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,470 Underlying: Common Stock · 15,470 shares Expires 2027-05-17 F2 · shares: One tenth of this grant of stock options will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. Read SEC document |
| May 17, 2017 Filed May 19, 2017 14:09 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 7,250 | $15.24 | $110,490.00 |
DisclosureSEC source: 0001204555-17-000003 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,649 F1 · shares: One tenth of this grant of RRP shares will vest each year beginning May 17, 2017 and on each May 17th thereafter through May 17, 2026. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:55 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 10,000 | $12.32 Strike: $12.32 | $123,200.00 |
DisclosureSEC source: 0001204555-17-000002 · edgar.xml · derivative · entry 8 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 10,000 shares Expires 2021-05-18 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:55 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 1,857 | $11.49 Strike: $11.49 | $21,336.93 |
DisclosureSEC source: 0001204555-17-000002 · edgar.xml · derivative · entry 7 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,857 shares Expires 2020-01-20 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:55 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. | 11,857 | $18.49 | $219,265.57 |
DisclosureSEC source: 0001204555-17-000002 · edgar.xml · nonDerivative · entry 3 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,399 F1 · price: Average price of 9 lots with a high of $18.50 and a low of $18.475. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:55 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 10,000 | $12.32 | $123,200.00 |
DisclosureSEC source: 0001204555-17-000002 · edgar.xml · nonDerivative · entry 2 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,256 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:55 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 1,857 | $11.49 | $21,336.93 |
DisclosureSEC source: 0001204555-17-000002 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,256 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:50 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 10,000 | $12.32 Strike: $12.32 | $123,200.00 |
DisclosureSEC source: 0001204555-17-000001 · edgar.xml · derivative · entry 6 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 10,000 shares Expires 2021-05-18 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:50 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. | 10,000 | $17.72 | $177,207.00 |
DisclosureSEC source: 0001204555-17-000001 · edgar.xml · nonDerivative · entry 2 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,399 F1 · price: Average price of 6 lots with a high of $17.73 and a low of $17.715. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:50 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 10,000 | $12.32 | $123,200.00 |
DisclosureSEC source: 0001204555-17-000001 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,399 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:20 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 12,937 | $7.48 Strike: $7.48 | $96,768.76 |
DisclosureSEC source: 0001204555-16-000012 · edgar.xml · derivative · entry 9 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Northwest Bancshares, Inc. Common Stock · 12,937 shares Expires 2019-02-18 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. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:20 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherStock Options (Right to Buy) · Derivative | 9,286 | $12.12 Strike: $12.12 | $112,546.32 |
DisclosureSEC source: 0001204555-16-000012 · edgar.xml · derivative · entry 8 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714 Underlying: Common Stock · 13,000 shares Expires 2018-01-19 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:20 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. | 5,410 | $17.89 | $96,784.90 |
DisclosureSEC source: 0001204555-16-000012 · edgar.xml · nonDerivative · entry 4 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,399 F3 · shares: Constructively exchanged 5,410 shares in order to exercise 12,937 stock options. The number of shares issued was 7,527. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:20 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. | 12,937 | $7.48 | $96,768.76 |
DisclosureSEC source: 0001204555-16-000012 · edgar.xml · nonDerivative · entry 3 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,809 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. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:20 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | SaleNorthwest Bancshares, Inc. | 9,286 | $17.75 | $164,788.43 |
DisclosureSEC source: 0001204555-16-000012 · edgar.xml · nonDerivative · entry 2 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,872 F1 · price: Average price of 11 lots with a high of $17.77 and a low of $17.725. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:20 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 9,286 | $12.12 | $112,546.32 |
DisclosureSEC source: 0001204555-16-000012 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,158 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 18:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionStock Options (Right to Buy) · Derivative | 11,143 | $11.49 Strike: $11.49 | $128,033.07 |
DisclosureSEC source: 0001204555-16-000011 · edgar.xml · derivative · entry 6 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,857 Underlying: Northwest Bancshares, Inc. · 13,000 shares Expires 2020-01-20 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. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 18:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. | 7,497 | $17.08 | $128,048.76 |
DisclosureSEC source: 0001204555-16-000011 · edgar.xml · nonDerivative · entry 2 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,872 F1 · shares: Constructively exchanged 7,497 shares in order to exercise 11,143 stock options. The number of shares issued was 3646. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 18:46 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Exercise / conversionNorthwest Bancshares, Inc. | 11,143 | $11.49 | $128,033.07 |
DisclosureSEC source: 0001204555-16-000011 · edgar.xml · nonDerivative · entry 1 HARVEY WILLIAM W · CIK 0001204555 · Sr. EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,369 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. 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.