Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LCNB CORPLCNB · Entity 6057 | Executive Vice President | March 04, 2024 | March 05, 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.
LCNB CORP
Report date March 04, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LCNB Corp. Common StockSEC Table I · non-derivative | Direct | 26,140 |
Reported balance
After 2024-03-04 transaction · row 1
1 source rowRow 1 · 2024-03-04 · Grant · Acquired 2,512 · Balance 26,140 |
| LCNB Corp Common StockSEC Table I · non-derivative | IndirectBy Spouse | 323 |
Reported balance
Holding disclosure · report date 2024-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 323 |
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 |
|---|---|---|---|---|---|---|
| March 04, 2024 Filed Mar 5, 2024 21:50 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp. Common Stock | 2,512 | $13.87 | $34,841.44 |
DisclosureSEC source: 0001074902-24-000050 · wk-form4_1709675393.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,140 Read SEC document |
| January 23, 2023 Filed Jan 26, 2023 20:27 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp. Common Stock | 3,643 | $17.84 | $64,991.12 |
DisclosureSEC source: 0001074902-23-000029 · wf-form4_167476484424759.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,628 Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 13:49 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp. Common Stock | 2,369 | $19.25 | $45,603.25 |
DisclosureSEC source: 0001074902-22-000044 · wf-form4_164579695274077.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,985 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 19:58 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp. Common Stock | 2,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001074902-21-000016 · wf-form4_161359188809607.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,616 Read SEC document |
| February 18, 2020 Filed Feb 18, 2020 20:59 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp. Common Stock | 2,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001074902-20-000016 · wf-form4_158205956399357.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,076 Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,231 | $12.60 Strike: $12.60 | $15,510.60 |
DisclosureSEC source: 0001074902-19-000094 · wf-form4_157358248507494.xml · derivative · entry 7 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,231 shares Expires 2022-02-13 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 |
| November 08, 2019 Filed Nov 12, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,400 | $11.85 Strike: $11.85 | $16,590.00 |
DisclosureSEC source: 0001074902-19-000094 · wf-form4_157358248507494.xml · derivative · entry 6 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 shares Expires 2021-02-02 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 08, 2019 Filed Nov 12, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 743 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001074902-19-000094 · wf-form4_157358248507494.xml · derivative · entry 5 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 743 shares Expires 2020-02-22 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 08, 2019 Filed Nov 12, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionLCNB Corp. Common Stock | 1,231 | $12.60 | $15,510.60 |
DisclosureSEC source: 0001074902-19-000094 · wf-form4_157358248507494.xml · nonDerivative · entry 3 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,942 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 08, 2019 Filed Nov 12, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionLCNB Corp. Common Stock | 1,400 | $11.85 | $16,590.00 |
DisclosureSEC source: 0001074902-19-000094 · wf-form4_157358248507494.xml · nonDerivative · entry 2 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,711 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 08, 2019 Filed Nov 12, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionLCNB Corp. Common Stock | 743 | $11.50 | $8,544.50 |
DisclosureSEC source: 0001074902-19-000094 · wf-form4_157358248507494.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,311 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 19, 2019 Filed Feb 22, 2019 18:14 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp Common Stock | 1,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001074902-19-000020 · primary_doc.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,568 Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 13:21 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionStock Option (right to buy) · Derivative | 467 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001074902-18-000051 · primary_doc.xml · derivative · entry 3 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,866 Underlying: Common Stock · 467 shares Expires 2019-01-26 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 29, 2018 Filed Nov 30, 2018 13:21 UTC | LCNB CORP LCNB · Entity 6057 | Exercise / conversionLCNB Corp Common Stock | 467 | $9.00 | $4,203.00 |
DisclosureSEC source: 0001074902-18-000051 · primary_doc.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,975 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 12, 2018 Filed Feb 14, 2018 17:02 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp Common Stock | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001074902-18-000008 · primary_doc.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:36 UTC | LCNB CORP LCNB · Entity 6057 | GrantLCNB Corp Common Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001074902-17-000012 · primary_doc.xml · nonDerivative · entry 1 Layer Matthew Palmer · CIK 0001424442 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,977 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.