Kay Kathleen B

Director · Officer · SBCF, PFG

As of 2026-09-16, Kay Kathleen B has 14 Form 4 transactions on record across 2 companies — 8 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $5.2MIndirect: $0$5.2Mas of 2026-09-16
  • Direct $5.2M
  • Indirect $0
PFGdirect44,300 sh$5.2M
SBCFdirect2,047 sh$69K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

PFG · 13 trades
2026-06-26: Award / grant, 398 sh ($0)2026-03-27: Award / grant, 469 sh ($0)2026-02-27: Withheld for tax, 1,870 sh ($178K)2026-02-23: Award / grant, 5,417 sh ($0)2026-02-23: Award / grant, 4,721 sh ($0)2025-12-19: Award / grant, 384 sh ($0)2025-09-26: Award / grant, 404 sh ($0)2025-06-27: Award / grant, 405 sh ($0)2025-03-28: Award / grant, 376 sh ($0)2025-02-28: Withheld for tax, 2,285 sh ($203K)2025-02-24: Award / grant, 6,737 sh ($0)2025-02-24: Award / grant, 5,728 sh ($0)2024-12-18: Award / grant, 305 sh ($0)
SBCF · 1 trade
2026-07-31: Award / grant, 2,015 sh ($70K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
14 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-07-31SBCFAward / grant2,0152,047Form 4
2026-06-26PFGAward / grant39844,300Form 4
2026-03-27PFGAward / grant46943,902Form 4
2026-02-27PFGWithheld for tax1,87043,433Form 4
2026-02-23PFGAward / grant5,41740,582Form 4
2026-02-23PFGAward / grant4,72145,303Form 4
2025-12-19PFGAward / grant38435,165Form 4
2025-09-26PFGAward / grant40434,781Form 4
2025-06-27PFGAward / grant40534,377Form 4
2025-03-28PFGAward / grant37633,972Form 4
2025-02-28PFGWithheld for tax2,28533,596Form 4
2025-02-24PFGAward / grant6,73735,881Form 4
2025-02-24PFGAward / grant5,72829,144Form 4
2024-12-18PFGAward / grant30523,416Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.