Daniel L. Lehman
Insider
First SEC filing: Nov. 2, 2016 · Latest: Nov. 2, 2016
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 31, 2022 | CFFN | M | 2,546 | $13.73 | $34,957 | 12,789 Direct | +24.86% | Acquired | -37.5% (price as of 2026-10-02) |
| Dec. 31, 2022 | CFFN | D | 2,546 | $8.65 | $22,023 | 10,243 Direct | -19.91% | Disposed | -0.8% (price as of 2026-10-02) |
| Dec. 31, 2022 | CFFN | M | 2,546 | $13.73 | $34,957 | 0 Direct | -100.00% | Disposed | -37.5% (price as of 2026-10-02) |
| Dec. 31, 2022 | CFFN | A | 8,020 | $8.65 | $69,373 | 8,020 Direct | · | Acquired | -0.8% (price as of 2026-10-02) |
| Dec. 31, 2021 | CFFN | M | 3,798 | $12.77 | $48,500 | 14,041 Direct | +37.08% | Acquired | -32.8% (price as of 2026-10-02) |
| Dec. 31, 2021 | CFFN | D | 3,798 | $11.33 | $43,031 | 10,243 Direct | -27.05% | Disposed | -24.3% (price as of 2026-10-02) |
| Dec. 31, 2021 | CFFN | M | 3,798 | $12.77 | $48,500 | 0 Direct | -100.00% | Disposed | -32.8% (price as of 2026-10-02) |
| Dec. 31, 2021 | CFFN | A | 4,747 | $11.33 | $53,784 | 4,747 Direct | · | Acquired | -24.3% (price as of 2026-10-02) |
| Dec. 31, 2020 | CFFN | M | 3,154 | $13.41 | $42,295 | 13,397 Direct | +30.79% | Acquired | -36.0% (price as of 2026-10-02) |
| Dec. 31, 2020 | CFFN | D | 3,154 | $12.50 | $39,425 | 10,243 Direct | -23.54% | Disposed | -31.4% (price as of 2026-10-02) |
| Dec. 31, 2020 | CFFN | M | 3,154 | $13.41 | $42,295 | 0 Direct | -100.00% | Disposed | -36.0% (price as of 2026-10-02) |
| Dec. 31, 2020 | CFFN | A | 1,687 | $12.50 | $21,088 | 1,687 Direct | · | Acquired | -31.4% (price as of 2026-10-02) |
| April 29, 2020 | CFFN | F | 346 | $12.22 | $4,228 | 10,243 Direct | -3.27% | Disposed | -29.8% (price as of 2026-10-02) |
| Dec. 31, 2019 | CFFN | M | 971 | $16.46 | $15,983 | 11,560 Direct | +9.17% | Acquired | -47.9% (price as of 2026-10-02) |
| Dec. 31, 2019 | CFFN | D | 971 | $13.73 | $13,332 | 10,589 Direct | -8.40% | Disposed | -37.5% (price as of 2026-10-02) |
| Dec. 31, 2019 | CFFN | M | 971 | $16.46 | $15,983 | 0 Direct | -100.00% | Disposed | -47.9% (price as of 2026-10-02) |
| Dec. 31, 2019 | CFFN | A | 2,546 | $13.73 | $34,957 | 2,546 Direct | · | Acquired | -37.5% (price as of 2026-10-02) |
| April 29, 2019 | CFFN | F | 327 | $13.74 | $4,493 | 10,589 Direct | -3.00% | Disposed | -37.6% (price as of 2026-10-02) |
| April 29, 2019 | CFFN | A | 0 | · | · | 51,387 Indirect | 0.00% | Acquired | (price as of 2026-10-02) |
| April 29, 2019 | CFFN | A | 0 | $12.77 | · | 3,798 Direct | 0.00% | Acquired | -32.8% (price as of 2026-10-02) |
| Jan. 2, 2019 | CFFN | M | 1,004 | $12.56 | $12,610 | 22,006 Direct | +4.78% | Acquired | -31.7% (price as of 2026-10-02) |
| Jan. 2, 2019 | CFFN | D | 1,004 | $12.77 | $12,821 | 21,002 Direct | -4.56% | Disposed | -32.8% (price as of 2026-10-02) |
| Jan. 2, 2019 | CFFN | A | 3,798 | $12.77 | $48,500 | 3,798 Direct | · | Acquired | -32.8% (price as of 2026-10-02) |
| May 2, 2018 | CFFN | P | 4,200 | $12.50 | $52,500 | 21,002 Direct | +25.00% | Acquired | -31.4% (price as of 2026-10-02) |
| May 1, 2018 | CFFN | F | 347 | $12.37 | $4,292 | 16,802 Direct | -2.02% | Disposed | -30.6% (price as of 2026-10-02) |
| Jan. 4, 2018 | CFFN | M | 1,052 | $12.78 | $13,445 | 18,201 Direct | +6.13% | Acquired | -32.9% (price as of 2026-10-02) |
| Jan. 4, 2018 | CFFN | D | 1,052 | $13.41 | $14,107 | 17,149 Direct | -5.78% | Disposed | -36.0% (price as of 2026-10-02) |
| Jan. 2, 2018 | CFFN | M | 971 | $12.78 | $12,409 | 18,120 Direct | +5.66% | Acquired | -32.9% (price as of 2026-10-02) |
| Jan. 2, 2018 | CFFN | D | 971 | $13.41 | $13,021 | 17,149 Direct | -5.36% | Disposed | -36.0% (price as of 2026-10-02) |
| Jan. 2, 2018 | CFFN | M | 0 | $12.78 | · | 1,052 Direct | 0.00% | Acquired | -32.9% (price as of 2026-10-02) |
| Jan. 2, 2018 | CFFN | A | 3,154 | $13.41 | $42,295 | 3,154 Direct | · | Acquired | -36.0% (price as of 2026-10-02) |
| May 1, 2017 | CFFN | S | 314 | $14.66 | $4,603 | 17,149 Direct | -1.80% | Disposed | -41.5% (price as of 2026-10-02) |
| Feb. 3, 2017 | CFFN | M | 14,700 | $11.91 | $175,077 | 32,163 Direct | +84.18% | Acquired | -28.0% (price as of 2026-10-02) |
| Feb. 3, 2017 | CFFN | M | 8,284 | $11.91 | $98,662 | 0 Direct | -100.00% | Disposed | -28.0% (price as of 2026-10-02) |
| Feb. 3, 2017 | CFFN | M | 6,416 | $11.91 | $76,415 | 0 Direct | -100.00% | Disposed | -28.0% (price as of 2026-10-02) |
| Feb. 2, 2017 | CFFN | M | 300 | $11.91 | $3,573 | 17,763 Direct | +1.72% | Acquired | -28.0% (price as of 2026-10-02) |
| Feb. 2, 2017 | CFFN | S | 14,700 | $15.25 | $224,175 | 17,463 Direct | -45.70% | Disposed | -43.7% (price as of 2026-10-02) |
| Feb. 2, 2017 | CFFN | M | 300 | $11.91 | $3,573 | 8,284 Direct | -3.49% | Disposed | -28.0% (price as of 2026-10-02) |
| Feb. 1, 2017 | CFFN | S | 300 | $15.46 | $4,638 | 17,463 Direct | -1.69% | Disposed | -44.5% (price as of 2026-10-02) |
| Dec. 30, 2016 | CFFN | M | 951 | $12.11 | $11,517 | 18,414 Direct | +5.45% | Acquired | -29.1% (price as of 2026-10-02) |
| Dec. 30, 2016 | CFFN | D | 951 | $16.46 | $15,653 | 17,463 Direct | -5.16% | Disposed | -47.9% (price as of 2026-10-02) |
| Dec. 30, 2016 | CFFN | M | 951 | $12.11 | $11,517 | 0 Direct | -100.00% | Disposed | -29.1% (price as of 2026-10-02) |
| Dec. 30, 2016 | CFFN | A | 971 | $16.46 | $15,983 | 971 Direct | · | Acquired | -47.9% (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Dec. 31, 2022 | CFFN | CFFN Phantom Stock 2019 | CFFN common stock | $13.73 | Dec. 31, 2022 | 2,546 | Disposed |
| Dec. 31, 2022 | CFFN | CFFN Phantom Stock 2022 | CFFN common stock | $8.65 | Dec. 31, 2025 | 8,020 | Acquired |
| Dec. 31, 2021 | CFFN | CFFN Phantom Stock 2018 | CFFN common stock | $12.77 | Dec. 31, 2021 | 3,798 | Disposed |
| Dec. 31, 2021 | CFFN | CFFN Phantom Stock 2021 | CFFN common stock | $11.33 | Dec. 31, 2024 | 4,747 | Acquired |
| Dec. 31, 2020 | CFFN | CFFN Phantom Stock 2017 | CFFN common stock | $13.41 | Dec. 31, 2020 | 3,154 | Disposed |
| Dec. 31, 2020 | CFFN | CFFN Phantom Stock 2020 | CFFN common stock | $12.50 | Dec. 31, 2023 | 1,687 | Acquired |
| Dec. 31, 2019 | CFFN | CFFN Phantom Stock 2016 | CFFN common stock | $16.46 | Dec. 31, 2019 | 971 | Disposed |
| Dec. 31, 2019 | CFFN | CFFN Phantom Stock 2019 | CFFN commnon stock | $13.73 | Dec. 31, 2022 | 2,546 | Acquired |
| April 29, 2019 | CFFN | CFFN Phantom Stock 2018 | CFFN common stock [F2] | $12.77 | Jan. 2, 2022 | 0 | Acquired |
| Jan. 2, 2019 | CFFN | CFFN Phantom Stock 2018 | CFFN common stock | $12.77 | Jan. 2, 2022 | 3,798 | Acquired |
| Jan. 2, 2018 | CFFN | CFFN phantom stock 2014 | CFFN common stock | $12.78 | Dec. 31, 2017 | 0 | Acquired |
| Jan. 2, 2018 | CFFN | CFFN Phantom Stock 2017 | CFFN common stock | $13.41 | Jan. 2, 2021 | 3,154 | Acquired |
| Feb. 3, 2017 | CFFN | CFFN Incentive Stock Option | CFFN common stock | $11.91 | May 14, 2022 | 8,284 | Disposed |
| Feb. 3, 2017 | CFFN | CFFN Non-qualified Stock Option | CFFN common stock | $11.91 | May 14, 2027 | 6,416 | Disposed |
| Feb. 2, 2017 | CFFN | CFFN Incentive Stock Option | CFFN common stock | $11.91 | May 14, 2022 | 300 | Disposed |
| Dec. 30, 2016 | CFFN | CFFN phantom stock 2013 | CFFN common stock | $12.11 | Dec. 31, 2016 | 951 | Disposed |
| Dec. 30, 2016 | CFFN | CFFN Phantom Stock | CFFN common stock | $16.46 | Dec. 31, 2019 | 971 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 7 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 2, 2016 | CFFN | CFFN common stock | 17,463 | Direct |
| Nov. 2, 2016 | CFFN | CFFN common stock | 33,522 | Indirect |
| Nov. 2, 2016 | CFFN | CFFN Incentive Stock Option | 8,584 | Direct |
| Nov. 2, 2016 | CFFN | CFFN Non-qualified Stock Option | 6,416 | Direct |
| Nov. 2, 2016 | CFFN | CFFN phantom stock 2013 | 951 | Direct |
| Nov. 2, 2016 | CFFN | CFFN phantom stock 2014 | 1,052 | Direct |
| Nov. 2, 2016 | CFFN | CFFN phantom stock 2015 | 1,004 | Direct |