Jeffrey L. Tate
CIK 1699485 · Chief Financial Officer · last filed 2026-05-05
"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
$9.24M
Companies
5
Total Filings
173
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 | 128,093 | $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 · Page 2 of 18
173 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-01-06 | HBANP | Grant (A) | +428 | $0 | EDGAR |
| 2024-12-03 | DOW | Disp (D) | −2,426 | -$107.3K | EDGAR |
| 2024-10-03 | HBANP | Grant (A) | +480 | $0 | EDGAR |
| 2024-07-03 | HBANP | Grant (A) | +517 | $0 | EDGAR |
| 2024-05-03 | HBANP | Grant (A) | +10,073 | $0 | EDGAR |
| 2024-02-20 | DOW | Grant (A) | +10,670 | $0 | EDGAR |
| 2023-06-22 | LEG | Disp (D) | −14,261 | -$438.8K | EDGAR |
| 2023-06-20 | LEG | Grant (A) | +139 | $3.6K | EDGAR |
| 2023-06-05 | LEG | Grant (A) | +137 | $3.6K | EDGAR |
| 2023-05-22 | LEG | Grant (A) | +134 | $3.6K | EDGAR |
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.