Home/Filings/5/0001127602-12-006048
5//SEC Filing

SPAIN JR WILLIAM D 5

Accession 0001127602-12-006048

CIK 0001005817other

Filed

Feb 14, 7:00 PM ET

Accepted

Feb 15, 10:34 AM ET

Size

7.6 KB

Accession

0001127602-12-006048

Insider Transaction Report

Form 5
Period: 2011-12-31
Transactions
  • Small Acquisition

    Phantom Stock

    2011-12-31+802,345 total
    Common Stock (80 underlying)
Holdings
  • Common Stock

    45,186
  • Common Stock

    (indirect: By Partnership)
    84,140
Footnotes (4)
  • [F1]Adjustment to reclassify rabbi trust holding.
  • [F2]Shares acquired through reinvestment of quarterly cash dividends.
  • [F3]Each share of phantom stock is the economic equivalent of one share of common stock. Phantom stock represents deferred stock compensation under the Amended and Restated Retainer Plan for Eligible Directors of Tompkins Financial Corporation and its Wholly-Owned Subsidiaries. These shares are held in a rabbi trust pending distribution upon the occurrence of certain events specified in the Plan. The reporting person has no voting or investment power over the shares prior to such distribution.
  • [F4]Includes 2,265 shares of phantom stock held in the rabbi trust referenced above that were previously reported as "Common Stock Drip" shares in Table I in the reporting person's Form 5 filed on February 14, 2011. The reporting person intends to report all such shares of phantom stock in Table II in future reports.

Issuer

TOMPKINS FINANCIAL CORP

CIK 0001005817

Entity typeother

Related Parties

1
  • filerCIK 0001104702

Filing Metadata

Form type
5
Filed
Feb 14, 7:00 PM ET
Accepted
Feb 15, 10:34 AM ET
Size
7.6 KB