Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TOMPKINS FINANCIAL CORP
Report date May 14, 2024 · Filed May 15, 2024
Section 16 reporting ended · disclosed 2024-05-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,393.03 |
Reported balance
Holding disclosure · report date 2024-05-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 39,393.03 F1: Mr. Fulmer's term as a director expired on May 14, 2025 and he is no longer and insider. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 36,155.95 |
Reported balance
Holding disclosure · report date 2024-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,155.95 F1: Mr. Fulmer's term as a director expired on May 14, 2025 and he is no longer and insider. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Fulmer's term as a director expired on May 14, 2025 and he is no longer and insider.
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 31, 2023 Filed Aug 1, 2023 15:46 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $61.60 | $61,600.00 |
DisclosureSEC source: 0001127602-23-021618 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,393.03 F1 · shares: Bona fide gift to charitable gift fund. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 17:09 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $75.33 | $75,330.00 |
DisclosureSEC source: 0001127602-23-003026 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,393.03 F1 · shares: Bona fide gift to charitable gift fund. Read SEC document |
| November 23, 2021 Filed Feb 8, 2022 14:58 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $83.08 | $83,080.00 |
DisclosureSEC source: 0001127602-22-003638 · form5.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,393.03 F1 · shares: Bona fide gift to charitable gift fund. Read SEC document |
| November 09, 2020 Filed Nov 18, 2020 17:57 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $63.44 | $63,440.00 |
DisclosureSEC source: 0001127602-20-029395 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,393.03 F1 · shares: Bona fide gift to charitable gift fund. Read SEC document |
| October 29, 2019 Filed Feb 11, 2020 17:56 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $88.62 | $88,620.00 |
DisclosureSEC source: 0001127602-20-004788 · form5.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,393.03 F1 · shares: Bona fide gift to charitable gift fund. Read SEC document |
| August 07, 2018 Filed Aug 13, 2018 16:29 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $85.63 | $85,630.00 |
DisclosureSEC source: 0001127602-18-025171 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,393.03 F1 · shares: Bona fide gift to charitable gift fund. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 14:35 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | SaleCommon Stock | 2,000 | $82.08 | $164,160.00 |
DisclosureSEC source: 0001127602-18-003877 · form4.xml · nonDerivative · entry 2 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 36,155.95 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 14:35 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | SaleCommon Stock | 2,000 | $82.08 | $164,160.00 |
DisclosureSEC source: 0001127602-18-003877 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,393.03 Read SEC document |
| August 14, 2017 Filed Aug 18, 2017 12:09 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025993 · form4.xml · nonDerivative · entry 2 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 38,155.95 F1 · shares: Bona fide gift to spouse resulting in a change of beneficial ownership from direct to indirect of the gifted securities. Read SEC document |
| August 14, 2017 Filed Aug 18, 2017 12:09 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025993 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,393.03 F1 · shares: Bona fide gift to spouse resulting in a change of beneficial ownership from direct to indirect of the gifted securities. Read SEC document |
| November 22, 2016 Filed Nov 25, 2016 16:39 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | SaleCommon Stock | 5,000 | $85.04 | $425,200.00 |
DisclosureSEC source: 0001127602-16-068412 · form4.xml · nonDerivative · entry 2 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,393.03 Read SEC document |
| November 18, 2016 Filed Nov 25, 2016 16:39 UTC | TOMPKINS FINANCIAL CORP TMP · Entity 2728 | GiftCommon Stock | 1,000 | $84.44 | $84,440.00 |
DisclosureSEC source: 0001127602-16-068412 · form4.xml · nonDerivative · entry 1 FULMER JAMES W · CIK 0001102634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,393.03 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.