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Jeffrey L. Tate

CIK 1699485 · Chief Financial Officer · last filed 2026-07-06

Jeffrey L. Tate is a Chief Financial Officer who has filed 174 SEC Form 4 insider transactions across 5 companies since 2017. The most recent filing, for HBANZ, was dated Jul 6, 2026. Current disclosed insider exposure totals $8.7M 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.

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Disclosed Exposure

$8.66M

Companies

5

Total Filings

174

Lifetime Open-Market Net

$0

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
HBANZ Director 128,663 $19.23 $2.47M $0 3 2026-07-06
DOW Chief Financial Officer 118,761 $30.46 $3.62M $0 5 2026-02-17
HBANP Director 118,220 $16.25 $1.92M $0 16 2026-01-06
LEG Executive Vice President - CFO 70,368 $9.20 $647.4K $0 128 2023-06-22
TCF FINANCIAL CORP (CHFC) Delisted Director — — — $0 11 2019-06-24

Recent Filings

174 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-07-06 HBANZ Grant (A) +570 $0 EDGAR
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
Showing 1–10 of 174
Page 1 of 18
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.