Jeffrey L. Tate
CIK 1699485 · Chief Financial Officer · last filed 2026-05-05
Jeffrey L. Tate is a Chief Financial Officer who has filed 173 SEC Form 4 insider transactions across 5 companies since 2017. The most recent filing, for HBANZ, was dated May 5, 2026. Current disclosed insider exposure totals $9.2M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$9.24M
5
173
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| HBANZ | Director | 128,093 | $19.97 | $2.56M | $0 | 2 | 2026-05-05 |
| DOW | Chief Financial Officer | 118,761 | $33.85 | $4.02M | $0 | 5 | 2026-02-17 |
| HBANP | Director | 118,220 | $16.20 | $1.92M | $0 | 16 | 2026-01-06 |
| LEG | Executive Vice President - CFO | 70,368 | $10.60 | $745.9K | $0 | 128 | 2023-06-22 |
| TCF FINANCIAL CORP (CHFC) Delisted | Director | — | — | — | $0 | 11 | 2019-06-24 |
Recent Filings
173 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-05 | HBANZ | Grant (A) | +9,320 | $0 | EDGAR |
| 2026-04-03 | HBANZ | Grant (A) | +553 | $0 | EDGAR |
| 2026-02-17 | DOW | Grant (A) | +21,200 | $0 | EDGAR |
| 2026-01-06 | HBANP | Grant (A) | +499 | $0 | EDGAR |
| 2025-12-02 | DOW | Disp (D) | −524 | -$12.5K | EDGAR |
| 2025-10-03 | HBANP | Grant (A) | +506 | $0 | EDGAR |
| 2025-07-03 | HBANP | Grant (A) | +499 | $0 | EDGAR |
| 2025-05-05 | HBANP | Grant (A) | +9,404 | $0 | EDGAR |
| 2025-04-03 | HBANP | Grant (A) | +470 | $0 | EDGAR |
| 2025-02-18 | DOW | Grant (A) | +17,650 | $0 | EDGAR |