Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WASHINGTON TRUST BANCORP INCWASH · Entity 5187 | EVP and Chief Retail Banking | April 22, 2024 | April 23, 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.
WASHINGTON TRUST BANCORP INC
Report date April 22, 2024 · Filed April 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,654.565 |
Ending reported balance
After 2024-04-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-22 · Grant · Acquired 1,436 · Balance 17,350.565 Row 2 · 2024-04-22 · Tax withholding · Disposed 696 · Balance 16,654.565 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.74 · Expires 2024-10-09 | Direct | 950 |
Reported balance
Holding disclosure · report date 2024-04-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 950 |
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 |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Apr 23, 2024 20:57 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 696 | $25.75 | $17,922.00 |
DisclosureSEC source: 0001593968-24-000612 · primary_01.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP and Chief Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,654.565 Read SEC document |
| April 22, 2024 Filed Apr 23, 2024 20:57 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 1,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-24-000612 · primary_01.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP and Chief Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,350.565 Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 17:09 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 3,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-24-000492 · primary_01.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP and Chief Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,914.565 Read SEC document |
| April 24, 2023 Filed Apr 27, 2023 01:20 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,011 | $29.99 | $30,319.89 |
DisclosureSEC source: 0001593968-23-000664 · primary_01.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP and Chief Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,814.565 Read SEC document |
| April 24, 2023 Filed Apr 27, 2023 01:20 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 2,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-000664 · primary_01.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP and Chief Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,825.565 Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 23:22 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,059 | $49.03 | $51,922.77 |
DisclosureSEC source: 0000737468-22-000041 · wf-form4_164989215936975.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,594.565 Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 23:22 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 2,336 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-22-000041 · wf-form4_164989215936975.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,653.565 Read SEC document |
| May 24, 2021 Filed May 25, 2021 22:19 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $23.27 | $0.00 |
DisclosureSEC source: 0000737468-21-000088 · wf-form4_162198114531927.xml · derivative · entry 3 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2022-06-18 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 |
| May 24, 2021 Filed May 25, 2021 22:19 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 2,755 | $53.63 | $147,750.65 |
DisclosureSEC source: 0000737468-21-000088 · wf-form4_162198114531927.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,317.565 Read SEC document |
| May 24, 2021 Filed May 25, 2021 22:19 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 4,000 | $23.27 | $93,080.00 |
DisclosureSEC source: 0000737468-21-000088 · wf-form4_162198114531927.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,072.565 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 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 22:36 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,110 | $51.99 | $57,708.90 |
DisclosureSEC source: 0000737468-21-000042 · wf-form4_161723013479153.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,982.606 Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 22:36 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 2,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-21-000042 · wf-form4_161723013479153.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,092.606 Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:13 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $21.71 | $0.00 |
DisclosureSEC source: 0000737468-21-000011 · wf-form4_161229582758213.xml · derivative · entry 3 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2021-06-13 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 |
| February 01, 2021 Filed Feb 2, 2021 20:13 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,851 | $43.58 | $80,666.58 |
DisclosureSEC source: 0000737468-21-000011 · wf-form4_161229582758213.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,643.606 Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:13 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Exercise / conversionCommon Stock | 2,500 | $21.71 | $54,275.00 |
DisclosureSEC source: 0000737468-21-000011 · wf-form4_161229582758213.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,494.606 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 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 14:36 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,048 | $35.28 | $36,973.44 |
DisclosureSEC source: 0000737468-20-000035 · wf-form4_158566537522658.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,611.723 Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 14:36 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 2,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-20-000035 · wf-form4_158566537522658.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,659.723 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:14 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,463 | $49.13 | $71,877.19 |
DisclosureSEC source: 0000737468-19-000034 · wf-form4_155423963990482.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,126.341 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:14 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 3,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-19-000034 · wf-form4_155423963990482.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP & Chief Retail Banking Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,484.42 Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:28 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 1,246 | $53.75 | $66,972.50 |
DisclosureSEC source: 0000737468-18-000036 · wf-form4_152278732225295.xml · nonDerivative · entry 2 Gormley Debra A. · CIK 0001577608 · EVP, Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,236.42 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:28 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | GrantCommon Stock | 2,772 | $0.00 | $0.00 |
DisclosureSEC source: 0000737468-18-000036 · wf-form4_152278732225295.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP, Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,460.901 Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 19:57 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 116 | $57.00 | $6,612.00 |
DisclosureSEC source: 0000737468-17-000112 · wf-form4_150775181933175.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP, Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,688.901 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. Read SEC document |
| October 15, 2016 Filed Oct 21, 2016 21:38 UTC | WASHINGTON TRUST BANCORP INC WASH · Entity 5187 | Tax withholdingCommon Stock | 200 | $40.40 | $8,080.00 |
DisclosureSEC source: 0000737468-16-000300 · wf-form4_147708592099056.xml · nonDerivative · entry 1 Gormley Debra A. · CIK 0001577608 · EVP, Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773.142 F1 · balance_after: Balance reflects acquisitions pursuant to dividend reinvestments exempt from Form 4 reporting under Rule 16a-11. 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.