Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | ALRS | Common stock | Award | $0 | +2.56K | +1.24% | $0.00 | 208K | May 21, 2024 | Direct | F1, F2, F3 |
holding | ALRS | Common Stock | 157K | May 21, 2024 | By trust | F4 | |||||
holding | ALRS | Common Stock | 340K | May 21, 2024 | By trust | F5 | |||||
holding | ALRS | Common Stock | 2K | May 21, 2024 | By spouse | ||||||
holding | ALRS | Common Stock | 97.6K | May 21, 2024 | By the Alerus Financial Corporation Employee Stock Ownership Plan | F6 |
Id | Content |
---|---|
F1 | All shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. |
F2 | Includes 2,559 shares of restricted stock. |
F3 | Includes 1,814 shares held jointly with Mr. Newman's spouse. |
F4 | 156,705 shares of common stock held by the Anita D. Newman Revocable Living Trust under agreement dated August 27, 2015. Mr. Newman's sposue is the trustee of this trust. |
F5 | 339,765 shares held by the Anita D. Newman 2021 GST Trust. Mr. Newman is a beneficiary and a trustee of this trust, and possesses sole voting and investment power with respect to these shares. |
F6 | Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |