Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | SHBI | Common Stock | Gift | $0 | -400 | -0.04% | $0.00 | 936K | Dec 27, 2023 | Direct | F1, F2, F3 |
holding | SHBI | Common Stock | 5.93K | Dec 27, 2023 | Spouse | ||||||
holding | SHBI | Common Stock | 388K | Dec 27, 2023 | By Trust I | F4 | |||||
holding | SHBI | Common Stock | 171K | Dec 27, 2023 | By Trust II | F5 | |||||
holding | SHBI | Common Stock | 75.3K | Dec 27, 2023 | By Trust III | F6 | |||||
holding | SHBI | Common Stock | 53.7K | Dec 27, 2023 | By Trust IV | F7 | |||||
holding | SHBI | Common Stock | 132K | Dec 27, 2023 | IRA | F8 | |||||
holding | SHBI | Common Stock | 7.6K | Dec 27, 2023 | By Partnership | F9 |
Id | Content |
---|---|
F1 | Bonafide gift to a non-profit organization |
F2 | Includes 852,691 shares jointly owned by Alan J. Hyatt and his spouse Sharon G. Hyatt. |
F3 | The amount held reflects an increase in beneficial ownership resulting from an exempt acquisition of common stock under the Shore Bancshares Dividend Reinvestment Plan pursuant to Rule 16a-11. |
F4 | Shares held in the Frances G. Hyatt State Exempt Marital Trust, of which the reporting person is a co-trustee and disclaims ownership except to the extent of his pecuniary interest. |
F5 | Shares held in the France G. Hyatt Residuary Trust, of which the reporting person is a co-trustee and disclaims except to the extent of his pecuniary interest. |
F6 | Shares are held in the Louis Hyatt Revocable Trust, of which the reporting person is a co-trustee and disclaims ownership except to the extent of his pecuniary interest. |
F7 | Shares are held in the Frances G. Hyatt Fed GST EX MED Trust, of which the reporting person is a co-trustee and disclaims ownership except to the extent of his pecuniary interest. |
F8 | 131,552 shares previously held directly have been transferred to indirect ownership by IRA. This transaction is exempt from Section 16 pursuant to Rule 16a-13. |
F9 | Shares are held in the Crownsville Family Limited Partnership, of which the reporting person is the general partner and disclaims ownership except to the extent of his pecuniary interest. |