LOGAN AMY JEAN (EVP & Dir. Corp. Development) reported 3 transactions at WILLIAM PENN BANCORPORATION
Review the transaction codes below to understand the nature of each event.
Filed: 5/18/2023ACC: 0001593968-23-000832
Officer· EVP & Dir. Corp. Development
Since May 2021
-4.27K
Net shares
Net seller
$41.3K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
9.10K acquired · 13.37K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+9.10K
Price / share
—
Trade value
—
% of position
95.8%
5/17/2023
9.50K→18.60K
Common Stock
Direct
Shares
−4.27K
Price / share
$9.68
Trade value
$41.33K
% of position
23.0%
5/17/2023
18.60K→14.33K
Common Stock
Indirect
Shares
−9.10K
Price / share
—
Trade value
—
% of position
20.0%
5/17/2023
45.50K→36.40K
Total
Net shares
−4.27K
Net value
-$41.33K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/17/2023 | J · J | +9.10K | — | — | 95.8% | 9.50K | 18.60K |
| Common Stock Direct | 5/17/2023 | F · Tax Withholding | −4.27K | $9.68 | $41.33K | 23.0% | 18.60K | 14.33K |
| Common Stock Indirect | 5/17/2023 | J · J | −9.10K | — | — | 20.0% | 45.50K | 36.40K |
| Total | −4.27K | -$41.33K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)3
Common Stock
IndirectShares owned3.90K
Common Stock
IndirectShares owned1.23K
Common Stock
IndirectShares owned9.18K
Total
14.31K indirect14.31K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 3.90K | Indirect |
| Common Stock | 1.23K | Indirect |
| Common Stock | 9.18K | Indirect |
| Total | 14.31K | 14.31K indirect |
Derivative Holdings (Post-Transaction)1
Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
113.76K
Shares owned
113.76K
Exercise price
11.61
Expiration
—
Exercise window
—
Total
Underlying
113.76K
Owned
113.76K
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Stock Option (right to buy) Direct | Common Stock | 11.61 | — | — | 113.76K | 113.76K |
| Total | 113.76K | 113.76K | ||||