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: 5/20/2024ACC: 0001593968-24-000709
Officer· EVP & Dir. Corp. Development
Since May 2021
-3.76K
Net shares
Net seller
$45.4K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
9.10K acquired · 12.87K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+9.10K
Price / share
—
Trade value
—
% of position
63.5%
5/17/2024
14.33K→23.43K
Common Stock
Direct
Shares
−3.76K
Price / share
$12.06
Trade value
$45.39K
% of position
16.1%
5/17/2024
23.43K→19.67K
Common Stock
Indirect
Shares
−9.10K
Price / share
—
Trade value
—
% of position
25.0%
5/17/2024
36.40K→27.30K
Total
Net shares
−3.76K
Net value
-$45.39K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/17/2024 | J · J | +9.10K | — | — | 63.5% | 14.33K | 23.43K |
| Common Stock Direct | 5/17/2024 | F · Tax Withholding | −3.76K | $12.06 | $45.39K | 16.1% | 23.43K | 19.67K |
| Common Stock Indirect | 5/17/2024 | J · J | −9.10K | — | — | 25.0% | 36.40K | 27.30K |
| Total | −3.76K | -$45.39K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)3
Common Stock
IndirectShares owned9.18K
Common Stock
IndirectShares owned6.18K
Common Stock
IndirectShares owned2.56K
Total
17.91K indirect17.91K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 9.18K | Indirect |
| Common Stock | 6.18K | Indirect |
| Common Stock | 2.56K | Indirect |
| Total | 17.91K | 17.91K 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 | ||||