Insider · CIK 0001403480

Zlatkus Lizabeth H

Reports to the SEC for 6 companies · SIOUX FALLS, SD

sec.gov

Transactions

Companies

Filings

CIK

0001403480

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-09-04	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+400 sh	—	—	15,400
2026-06-02	BHFBrighthouse Financial, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+2,837 sh	—	—	7,234
2026-06-02	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−2,837 sh	—	—	0
2026-06-02	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsA Award	Director	AAward	+2,651 sh	—	—	2,651
2026-02-24	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+1,650 sh	—	—	15,000
2026-01-15	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+1,843 sh	—	—	24,525
2025-06-12	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsA Award	Director	AAward	+2,837 sh	—	—	2,837
2025-06-06	BHFBrighthouse Financial, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+3,850 sh	—	—	4,397
2025-06-06	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−3,850 sh	—	—	0
2025-02-25	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+1,950 sh	—	—	13,350
2025-01-16	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+2,331 sh	—	—	22,682
2024-06-06	BHFBrighthouse Financial, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+547 sh	—	—	547
2024-06-06	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−547 sh	—	—	0
2024-06-06	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsA Award	Director	AAward	+3,850 sh	—	—	3,850
2024-04-09	BHFBrighthouse Financial, Inc. · Restricted Stock UnitsA Award	Director	AAward	+547 sh	—	—	547
2024-03-01	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+2,950 sh	—	—	11,400
2024-02-27	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+2,950 sh	—	—	8,450
2024-01-16	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+3,868 sh	—	—	20,351
2023-02-28	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+2,950 sh	—	—	8,450
2023-01-17	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+3,725 sh	—	—	16,483
2022-02-23	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+2,800 sh	—	—	5,500
2022-01-14	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+4,648 sh	—	—	12,758
2021-07-01	BOSTON PRIVATE FINANCIAL HOLDINGS INCD Disposition to Issuer	Director	DDisposition to Issuer	−40.2K sh	—	—	0
2021-05-25	BOSTON PRIVATE FINANCIAL HOLDINGS INCS Sale	Director	SSale	−328 sh	$15.18	−$4,979.04	50,858.726
2021-05-25	BOSTON PRIVATE FINANCIAL HOLDINGS INCS Sale	Director	SSale	−4,442 sh	$15.19	−$67.5K	46,416.726
2021-05-25	BOSTON PRIVATE FINANCIAL HOLDINGS INCS Sale	Director	SSale	−400 sh	$15.20	−$6,078	46,016.726
2021-05-25	BOSTON PRIVATE FINANCIAL HOLDINGS INCS Sale	Director	SSale	−5,440 sh	$15.20	−$82.7K	40,576.726
2021-05-25	BOSTON PRIVATE FINANCIAL HOLDINGS INCS Sale	Director	SSale	−200 sh	$15.21	−$3,041	40,376.726
2021-05-25	BOSTON PRIVATE FINANCIAL HOLDINGS INCS Sale	Director	SSale	−190 sh	$15.21	−$2,889.9	40,186.726
2021-05-14	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+658 sh	$15.19	+$9,995.02	51,186.726
2021-03-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,371 sh	$14.59	+$20K	50,528.726
2021-02-23	CASHPATHWARD FINANCIAL, INC.A Award	Director	AAward	+2,700 sh	—	—	2,700
2021-01-15	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+3,239 sh	—	—	8,110
2020-11-13	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+2,078 sh	$7.22	+$15K	49,157.726
2020-08-14	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+2,373 sh	$6.32	+$15K	47,079.726
2020-05-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+4,667 sh	$6.16	+$28.7K	44,706.726
2020-05-11	BOSTON PRIVATE FINANCIAL HOLDINGS INCP Purchase	Director	PPurchase	+10K sh	$6.95	+$69.5K	40,039.726
2020-02-14	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+2,470 sh	$11.64	+$28.8K	30,039.726
2020-01-15	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+3,310 sh	—	—	4,871
2019-11-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+2,489 sh	$11.55	+$28.7K	27,569.726
2019-08-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+2,775.1 sh	$10.36	+$28.8K	25,080.726
2019-05-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+2,031 sh	$11.08	+$22.5K	22,305.626
2019-03-15	AXSAXIS CAPITAL HOLDINGS LTDA Award	Director	AAward	+1,561 sh	—	—	1,561
2019-02-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,878 sh	$11.98	+$22.5K	20,274.626
2018-11-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,741.49 sh	$12.92	+$22.5K	18,396.626
2018-08-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,606.68 sh	$14.00	+$22.5K	16,655.136
2018-05-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,340.88 sh	$16.78	+$22.5K	15,048.456
2018-02-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,494.22 sh	$15.06	+$22.5K	13,707.576
2017-11-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,450.58 sh	$15.51	+$22.5K	12,212.62
2017-08-15	BOSTON PRIVATE FINANCIAL HOLDINGS INCA Award	Director	AAward	+1,492.64 sh	$15.07	+$22.5K	10,762.04

Recent filings

Accepted (ET)
Sep 84
Zlatkus Lizabeth H0001403480-26-000004
SEC(opens sec.gov)
Jun 44
Zlatkus Lizabeth H0001628280-26-040824
SEC(opens sec.gov)
Feb 254
Zlatkus Lizabeth H0001403480-26-000002
SEC(opens sec.gov)
Jan 204
Zlatkus Lizabeth H0001214816-26-000031
SEC(opens sec.gov)
Jun 164
Zlatkus Lizabeth H0000950170-25-086711
SEC(opens sec.gov)
Jun 104
Zlatkus Lizabeth H0000950170-25-084126
SEC(opens sec.gov)
Mar 44
Zlatkus Lizabeth H0000907471-25-000034
SEC(opens sec.gov)
Jan 214
Zlatkus Lizabeth H0001214816-25-000004
SEC(opens sec.gov)
Jun 104
Zlatkus Lizabeth H0001403480-24-000003
SEC(opens sec.gov)
Apr 104
Zlatkus Lizabeth H0001685040-24-000013
SEC(opens sec.gov)
Mar 54
Zlatkus Lizabeth H0000907471-24-000048
SEC(opens sec.gov)
Feb 294
Zlatkus Lizabeth H0000907471-24-000032
SEC(opens sec.gov)
Jan 174
Zlatkus Lizabeth H0001628280-24-001555
SEC(opens sec.gov)
Mar 14
Zlatkus Lizabeth H0000907471-23-000037
SEC(opens sec.gov)
Jan 194
Zlatkus Lizabeth H0001628280-23-001273
SEC(opens sec.gov)

Companies

Address

C/O PATHWARD FINANCIAL, INC. 5501 S BROADBAND LANE

SIOUX FALLS, SD, 57108