Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| M&T BANK CORPMTB · Entity 3122 | Sr. Executive Vice President | January 31, 2024 | February 02, 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.
M&T BANK CORP
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 307 |
Ending reported balance
After 2024-01-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-31 · Grant · Acquired 555 · Balance 561 F1: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2023, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan (the "Plan") and vested upon achievement of performance goals for the applicable performance period. F2: The performance-based restricted stock units were granted under the Plan, and therefore the reporting person paid no price for the performance-based restricted stock units. Row 2 · 2024-01-31 · Tax withholding · Disposed 254 · Balance 307 F3: Shares withheld for taxes upon the settlement in shares of performance-based restricted stock units previously granted to the reporting person. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $138.10 · Expires 2034-01-31 | Direct | 2,456 |
Reported balance
After 2024-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-31 · Grant · Acquired 2,456 · Balance 2,456 F6: The option was granted under the Plan, and therefore the reporting person paid no price for the option. F5: The option vests ratably on the first, second and third anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 35 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 35 F4: The information presented is as of December 31, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2023, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan (the "Plan") and vested upon achievement of performance goals for the applicable performance period.
F2: The performance-based restricted stock units were granted under the Plan, and therefore the reporting person paid no price for the performance-based restricted stock units.
F3: Shares withheld for taxes upon the settlement in shares of performance-based restricted stock units previously granted to the reporting person.
F4: The information presented is as of December 31, 2023.
F5: The option vests ratably on the first, second and third anniversary of the grant date.
F6: The option was granted under the Plan, and therefore the reporting person paid no price for the option.
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 |
|---|---|---|---|---|---|---|
| January 31, 2024 Filed Feb 2, 2024 21:54 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 2,456 | $0.00 Strike: $138.10 | $0.00 |
DisclosureSEC source: 0001209191-24-002677 · doc4.xml · derivative · entry 4 Warren Edna Jennifer · CIK 0001909172 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,456 Underlying: Common Stock · 2,456 shares Expires 2034-01-31 F6 · price: The option was granted under the Plan, and therefore the reporting person paid no price for the option. F5 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:54 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 254 | $138.10 | $35,077.40 |
DisclosureSEC source: 0001209191-24-002677 · doc4.xml · nonDerivative · entry 2 Warren Edna Jennifer · CIK 0001909172 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:54 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002677 · doc4.xml · nonDerivative · entry 1 Warren Edna Jennifer · CIK 0001909172 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2023, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan (the "Plan") and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under the Plan, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2023, under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan (the "Plan") and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 23:21 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 2,727 | $0.00 Strike: $156.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006387 · doc4.xml · derivative · entry 3 Warren Edna Jennifer · CIK 0001909172 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727 Underlying: Common Stock · 2,727 shares Expires 2033-01-31 F3 · price: The option was granted under an equity incentive compensation plan maintained by M&T Bank Corporation, and therefore the reporting person paid no price for the option. F2 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| July 25, 2022 Filed Jul 28, 2022 20:16 UTC | M&T BANK CORP MTB · Entity 3122 | PurchaseCommon Stock | 6 | $171.20 | $1,027.20 |
DisclosureSEC source: 0001209191-22-043384 · doc4.xml · nonDerivative · entry 1 Warren Edna Jennifer · CIK 0001909172 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6 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.