TURNER ALAN B (EVP & CLO) reported 3 transactions at WILLIAM PENN BANCORPORATION
Review the transaction codes below to understand the nature of each event.
Filed: 5/20/2024ACC: 0001593968-24-000712
Officer· EVP & CLO
Since Mar 2021
-2.36K
Net shares
Net seller
$28.5K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
5.06K acquired · 7.42K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+5.06K
Price / share
—
Trade value
—
% of position
23.8%
5/17/2024
21.23K→26.28K
Common Stock
Direct
Shares
−2.36K
Price / share
$12.06
Trade value
$28.49K
% of position
9.0%
5/17/2024
26.28K→23.92K
Common Stock
Indirect
Shares
−5.06K
Price / share
—
Trade value
—
% of position
25.0%
5/17/2024
20.22K→15.17K
Total
Net shares
−2.36K
Net value
-$28.49K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/17/2024 | J · J | +5.06K | — | — | 23.8% | 21.23K | 26.28K |
| Common Stock Direct | 5/17/2024 | F · Tax Withholding | −2.36K | $12.06 | $28.49K | 9.0% | 26.28K | 23.92K |
| Common Stock Indirect | 5/17/2024 | J · J | −5.06K | — | — | 25.0% | 20.22K | 15.17K |
| Total | −2.36K | -$28.49K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)4
Common Stock
IndirectShares owned2.78K
Common Stock
IndirectShares owned2K
Common Stock
IndirectShares owned3K
Common Stock
IndirectShares owned1.04K
Total
8.82K indirect8.82K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 2.78K | Indirect |
| Common Stock | 2K | Indirect |
| Common Stock | 3K | Indirect |
| Common Stock | 1.04K | Indirect |
| Total | 8.82K | 8.82K indirect |
Derivative Holdings (Post-Transaction)1
Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
63.20K
Shares owned
63.20K
Exercise price
11.61
Expiration
—
Exercise window
—
Total
Underlying
63.20K
Owned
63.20K
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Stock Option (right to buy) Direct | Common Stock | 11.61 | — | — | 63.20K | 63.20K |
| Total | 63.20K | 63.20K | ||||