Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES INCPFS · Entity 4228 | EVP, CCO of Provident Bank | March 02, 2024 | March 06, 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.
PROVIDENT FINANCIAL SERVICES INC
Report date March 02, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,122 |
Ending reported balance
After 2024-03-04 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-03-02 · Tax withholding · Disposed 225 · Balance 116,198 Row 2 · 2024-03-03 · Tax withholding · Disposed 251 · Balance 115,947 Row 3 · 2024-03-03 · Grant · Acquired 10,553 · Balance 126,500 F1: Performance-vesting stock awards granted on March 3, 2021 which vested based on meeting certain performance criteria Row 4 · 2024-03-03 · Tax withholding · Disposed 3,310 · Balance 123,190 Row 5 · 2024-03-04 · Grant · Acquired 4,932 · Balance 128,122 F2: Grant of restricted stock subject to one-year vesting. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 17,539 |
Reported balance
Holding disclosure · report date 2024-03-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 17,539 F3: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 4,145 |
Reported balance
Holding disclosure · report date 2024-03-02 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,145 |
Filing footnotes · ownership attribution and instrument terms
F1: Performance-vesting stock awards granted on March 3, 2021 which vested based on meeting certain performance criteria
F2: Grant of restricted stock subject to one-year vesting.
F3: 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 |
|---|---|---|---|---|---|---|
| August 07, 2018 Filed Aug 9, 2018 20:01 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionStock Options · Derivative | 7,110 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-18-010929 · wf-form4_153384485427054.xml · derivative · entry 5 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,110 shares Expires 2019-02-03 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. F2 · shares: Reflects exercise of options that expire on February 3, 2019. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 20:01 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 2,124 | $10.40 | $22,089.60 |
DisclosureSEC source: 0001628280-18-010929 · wf-form4_153384485427054.xml · nonDerivative · entry 2 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,956 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 |
| August 07, 2018 Filed Aug 9, 2018 20:01 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 7,110 | $10.40 | $73,944.00 |
DisclosureSEC source: 0001628280-18-010929 · wf-form4_153384485427054.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,832 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 |
| March 07, 2018 Filed Mar 9, 2018 17:48 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 2,665 | $26.18 | $69,769.70 |
DisclosureSEC source: 0001628280-18-002987 · wf-form4_152061768587795.xml · nonDerivative · entry 2 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,722 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 17:48 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 7,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-002987 · wf-form4_152061768587795.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,387 F1 · shares: Performance vesting stock awards granted on February 19, 2015 based on meeting certain performance criteria. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 23:45 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 1,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-002812 · wf-form4_152037993248452.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,639 F1 · balance_after: Shares of restricted stock vest at a rate of 33.3% over a period ending March 5, 2021. Read SEC document |
| February 24, 2018 Filed Feb 26, 2018 21:08 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 239 | $25.94 | $6,199.66 |
DisclosureSEC source: 0001628280-18-002230 · wf-form4_151967931022953.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,868 Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:19 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 236 | $25.93 | $6,119.48 |
DisclosureSEC source: 0001628280-18-001998 · wf-form4_151925155816112.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,107 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 14:53 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionStock Options · Derivative | 5,370 | $0.00 Strike: $12.54 | $0.00 |
DisclosureSEC source: 0001628280-18-000155 · wf-form4_151516401070260.xml · derivative · entry 4 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,370 shares Expires 2018-01-29 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. F2 · shares: Reflects exercise of options that expire on January 29, 2018. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 14:53 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Exercise / conversionCommon Stock | 5,370 | $12.54 | $67,339.80 |
DisclosureSEC source: 0001628280-18-000155 · wf-form4_151516401070260.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,343 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 |
| March 07, 2017 Filed Mar 9, 2017 21:26 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-002418 · wf-form4_148909474992787.xml · nonDerivative · entry 2 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,973 F2 · shares: Shares of restricted stock which vest on March 7, 2018. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 21:26 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | GrantCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-002418 · wf-form4_148909474992787.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,783 F1 · shares: Shares of restricted stock which vest at a rate of 33.3% per year over a period ending March 7, 2020. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:34 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 261 | $26.78 | $6,989.58 |
DisclosureSEC source: 0001628280-17-001790 · wf-form4_148823124166065.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,113 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 21:18 UTC | PROVIDENT FINANCIAL SERVICES INC PFS · Entity 4228 | Tax withholdingCommon Stock | 258 | $26.53 | $6,844.74 |
DisclosureSEC source: 0001628280-17-001561 · wf-form4_148779831274437.xml · nonDerivative · entry 1 Giovinazzi Brian · CIK 0001395681 · EVP, CCO of Provident Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,374 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.