Home/Filings/4/0001104659-15-069902
4//SEC Filing

SQUARE 1 FINANCIAL INC 4

Accession 0001104659-15-069902

CIK 0001329799operating

Filed

Oct 7, 8:00 PM ET

Accepted

Oct 8, 2:58 PM ET

Size

13.5 KB

Accession

0001104659-15-069902

Insider Transaction Report

Form 4
Period: 2015-10-06
Transactions
  • Disposition to Issuer

    Class B Common Stock

    2015-10-06831,7270 total(indirect: By Endicott Opportunity Partners III, LP)
  • Disposition to Issuer

    Restricted Stock Units

    2015-10-061,0310 total(indirect: Endicott Management Co.)
    Class A Common Stock (1,031 underlying)
  • Disposition to Issuer

    Class A Common Stock

    2015-10-061,1450 total(indirect: Endicott Management Co.)
  • Disposition to Issuer

    Class A Common Stock

    2015-10-061,898,8420 total(indirect: By Endicott Opportunity Partners III, LP)
Footnotes (5)
  • [F1]On October 6, 2015, pursuant to the Agreement and Plan of Merger, dated March 1, 2015, between PacWest Bancorp ("PacWest") and Square 1 Financial, Inc. ("Square 1"), Square 1 merged with and into PacWest, and each outstanding share of Square 1 common stock was converted into the right to receive 0.5997 of a share of PacWest common stock, with cash paid in lieu of fractional shares at a rate of $42.7827 per share (the "Average Closing Price"). At the effective time of the merger, each outstanding option to acquire shares of Square 1 common stock, whether vested or unvested, was cancelled and entitles the holder to receive an amount in cash equal to the product of (i) the total number of shares of Square 1 common stock subject to such option and
  • [F2](ii) the excess, if any, of (A) the product of (1) the Average Closing Price and (2) 0.5997 over (B) the exercise price per share of Square 1 common stock underlying such option, less any applicable taxes to be withheld with respect to such payment. Each outstanding restricted stock unit issued under Square 1's stock plan, whether vested or unvested, was cancelled and entitles the holder to receive an amount in cash equal to the product of (i) the number of shares of Square 1 common stock subject to such restricted stock unit award and (ii) the product of (A) the Average Closing Price and (B) 0.5997. In connection with the merger, the reporting person has the right to receive 1,638,209 shares of PacWest common stock and $26,452.16 in cash, subject to any required tax withholding under applicable law. On October 6, 2015, the effective date of the merger, the closing price of PacWest common stock was $43.97 per share.
  • [F3]Mr. Usdan is a shareholder and Co-President of the Endicott Management Co. Accordingly, Mr. Usdan may be deemed to have beneficial ownership of the securities owned by this entity. Mr. Usdan disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16.
  • [F4]Mr. Usdan serves as the managing member of W.R. Endicott III, L.L.C., the general partner of Endicott Opportunity Partners III, L.P. ("EOP III"). Accordingly, Mr. Usdan may be deemed to have beneficial ownership of the shares of Class A and Class B common stock owned by EOP III. Mr. Usdan disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16.
  • [F5]These restricted stock units were cancelled at the effective time of the merger and converted into the right to receive the consideration as described in notes (1) and (2) above.

Documents

1 file

Issuer

SQUARE 1 FINANCIAL INC

CIK 0001329799

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001329799

Filing Metadata

Form type
4
Filed
Oct 7, 8:00 PM ET
Accepted
Oct 8, 2:58 PM ET
Size
13.5 KB