Vault-13

WASHINGTON TR BANCORP INC WASH

COM · Common Stock · CUSIP 940610108

144 institutional holders -7 vs Q3 2022
12,555,29312.6m shares reported held*
73.2% of all shares outstanding*
$592.6mreported value*
13 new 54 added 37 reduced 19 sold out net bought ≈ $10.0m (+212.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.8m this quarter). Holder counts are more reliable. Shares outstanding: 17.2m as of 2023-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $47.20. Options: 3 managers hold calls ($480.5k notional), 3 hold puts ($141.4k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 151Q4 22: 144144Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022151
Q4 2022144

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 22 calls: $4.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $480.5kQ4 22 puts: $141.4kQ4 22P/C 0.29
Numbers
QuarterCallsPutsP/C
Q3 2022$4.0k$00.00
Q4 2022$480.5k$141.4k0.29

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +84,925+84.9k
BlackRock Inc. Added +79,628+79.6k
FMR LLC Added +49,743+49.7k
DIMENSIONAL FUND ADVISORS LP Added +35,446+35.4k
ProShare Advisors LLC Added +27,834+27.8k
Legato Capital Management LLC New +26,447+26.4k
Bank of New York Mellon Corp Added +25,946+25.9k
BANK OF AMERICA CORP /DE/ Added +24,627+24.6k
AMERICAN CENTURY COMPANIES INC Added +22,917+22.9k
MORGAN STANLEY Added +19,664+19.7k

Biggest sellers

VICTORY CAPITAL MANAGEMENT INC Reduced -74,381-74.4k
CITADEL ADVISORS LLC Reduced -33,764-33.8k
VANGUARD GROUP INC Reduced -24,491-24.5k
NORGES BANK Reduced -22,200-22.2k
STATE STREET CORP Reduced -21,734-21.7k
TWO SIGMA INVESTMENTS, LP Sold out -18,140-18.1k
GOLDMAN SACHS GROUP INC Reduced -17,660-17.7k
Champlain Investment Partners, LLC Reduced -14,390-14.4k
MARSHALL WACE, LLP Sold out -14,134-14.1k
FRANKLIN RESOURCES INC Reduced -11,682-11.7k

Biggest calls

CITADEL ADVISORS LLC New $476.5k10.1k shares
SIMPLEX TRADING, LLC Unchanged $4.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC New $127.4k2.7k shares
SIMPLEX TRADING, LLC New $14.0k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -4.0 pts · filed 2025-04-17 8.0% -4.0 pts 1.5m≈ $56.5m 2025-04-17
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.2% new 998.4k≈ $36.4m 2026-04-30
FMR LLC 13G · institution -1.4 pts · filed 2026-05-06 5.2% -1.4 pts 995.0k≈ $36.3m 2026-05-06

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (3.2%, 2026-07-17; now reported by BlackRock, Inc.), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 2 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 4 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$276.2k—
Q1 20220—2$137.3k—
Q2 20220—0——
Q3 20220—0——
Q4 20220—4$4.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2022-12-12 Santos Edwin J Director Sold 100 $48.53 $4.9k100 shares -2%
2022-12-09 DiSanto Kristen L SEVP, CHRO &amp; Corp Secr Sold 1 $48.16 $301 shares -<1%
2022-12-08 Ohsberg Ronald S. SEVP, CFO and Treasurer Sold 1 $47.97 $471 shares -<1%
2022-11-17 ALGIERE DENNIS L EVP Ch Comp Off/Dir Com Affair Sold 0 $47.43 $140 shares -<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 1,585,6631.6m $74.8m $74.8m 0.00% Added +79.6k +79,628
2 FMR LLC 0.01% of their portfolio BOSTON, MA 1,253,5111.3m $59.1m $59.1m 0.01% Added +49.7k +49,743
3 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 941,447941.4k $44.4m $44.4m 0.02% Reduced -11.7k -11,682
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 936,915936.9k $44.2m $44.2m 0.00% Reduced -24.5k -24,491
5 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 815,411815.4k $38.5m $38.5m 0.01% Added +35.4k +35,446
6 WASHINGTON TRUST Co 1.52% of their portfolio WESTERLY, RI 692,262692.3k $32.7m $32.7m 1.52% Added +9.7k +9,698
7 Champlain Investment Partners, LLC 0.14% of their portfolio BURLINGTON, VT 467,305467.3k $22.0m $22.0m 0.14% Reduced -14.4k -14,390
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 445,403445.4k $21.3m $21.3m 0.00% Reduced -21.7k -21,734
9 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 370,415370.4k $17.5m $17.5m 0.01% Reduced -9.6k -9,562
10 Boston Trust Walden Corp 0.14% of their portfolio BOSTON, MA 334,432334.4k $15.8m $15.8m 0.14% Reduced -2.1k -2,101
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 317,554317.6k $15.0m $15.0m 0.00% Added +6.5k +6,538
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 317,320317.3k $15.0m $15.0m 0.00% Added +4.1k +4,070
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 310,890310.9k $14.7m $14.7m 0.01% Reduced -10.0k -9,989
14 ProShare Advisors LLC 0.03% of their portfolio BETHESDA, MD 185,690185.7k $8.8m $8.8m 0.03% Added +27.8k +27,834
15 THIRD AVENUE MANAGEMENT LLC 1.50% of their portfolio NEW YORK, NY 182,745182.7k $8.6m $8.6m 1.50% Unchanged
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 182,420182.4k $8.6m $8.6m 0.00% Added +15.8k +15,838
17 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.28% of their portfolio TEANECK, NJ 179,688179.7k $8.5m $8.5m 0.28% Reduced -2.1k -2,059
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 170,542170.5k $8.0m $8.0m 0.00% Added +535 +535
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 156,704156.7k $7.4m $7.4m 0.00% Added +25.9k +25,946
20 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 130,251130.3k $6.1m $6.1m 0.01% Added +84.9k +84,925
21 Drexel Morgan & Co. 1.13% of their portfolio RADNOR, PA 116,123116.1k $5.5m $5.5m 1.13% Unchanged
22 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 114,468114.5k $5.4m $5.4m 0.01% Added +13.2k +13,168
23 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 113,173113.2k $5.3m $5.3m 0.00% Added +22.9k +22,917
24 NORGES BANK 0.00% of their portfolio OSLO, Q8 111,120111.1k $5.2m $5.2m 0.00% Reduced -22.2k -22,200
25 Richard C. Young & CO., LTD. 0.69% of their portfolio NEWPORT, RI 110,387110.4k $5.2m $5.2m 0.69% Added +2.2k +2,190
26 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 102,020102.0k $4.8m $4.8m 0.02% Added +11.5k +11,540
27 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 99,64399.6k $4.7m $4.7m 0.01% Added +8.2k +8,168
28 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 95,76595.8k $4.5m $4.5m 0.00% Reduced -2.4k -2,363
29 Foundry Partners, LLC 0.24% of their portfolio MINNEAPOLIS, MN 92,51592.5k $4.4m $4.4m 0.24% Reduced -60 -60
30 Endurance Wealth Management, Inc. 0.66% of their portfolio Providence, RI 92,30392.3k $4.4m $4.4m 0.66% Unchanged
31 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 87,98688.0k $4.2m $4.2m 0.00% Reduced -74.4k -74,381
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 69,25569.3k $3.3m $3.3m 0.00% Added +19.7k +19,664
33 DEAN INVESTMENT ASSOCIATES, LLC 0.53% of their portfolio BEAVERCREEK, OH 66,63066.6k $3.1m $3.1m 0.53% Added +8.7k +8,699
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 65,46765.5k $3.1m $3.1m 0.00% Reduced -2.1k -2,069
35 Aptus Capital Advisors, LLC 0.10% of their portfolio FAIRHOPE, AL 62,46662.5k $2.9m $2.9m 0.10% Added +6.7k +6,665
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 56,58756.6k $2.7m $2.7m 0.00% Reduced -17.7k -17,660
37 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 48,68448.7k $2.3m $2.3m 0.00% Reduced -9.5k -9,491
38 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 45,76845.8k $2.2m $2.2m 0.01% Unchanged
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 44,26844.3k $2.1m $2.1m 0.00% Added +24.6k +24,627
40 Stratos Wealth Advisors, LLC 0.17% of their portfolio BEACHWOOD, OH 43,90943.9k $2.1m $2.1m 0.17% Added +6.6k +6,615
41 Teton Advisors, Inc. 0.53% of their portfolio Rye, NY 43,90043.9k $2.1m $2.1m 0.53% Unchanged
42 New England Research & Management, Inc. 1.16% of their portfolio CHICAGO, IL 42,95443.0k $2.0m $2.0m 1.16% Reduced -500 -500
43 Swiss National Bank 0.00% of their portfolio ZURICH, V8 41,40041.4k $2.0m $2.0m 0.00% Added +400 +400
44 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 40,22940.2k $1.9m $1.9m 0.00% Added +4.1k +4,108
45 VELA Investment Management, LLC 0.77% of their portfolio NEW ALBANY, OH 33,09633.1k $1.6m $1.6m 0.77% Added +2.2k +2,226
46 Boston Partners 0.00% of their portfolio BOSTON, MA 28,21528.2k $1.3m $1.3m 0.00% Reduced -135 -135
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 26,78826.8k $1.3m $1.3m 0.00% Added +123 +123
48 Legato Capital Management LLC 0.24% of their portfolio San Francisco, CA 26,44726.4k $1.2m $1.2m 0.24% New
49 Dean Capital Management 1.66% of their portfolio OVERLAND PARK, KS 26,44726.4k $1.2m $1.2m 1.66% Added +2.3k +2,302
50 Shepherd Financial Partners LLC 0.20% of their portfolio WINCHESTER, MA 23,61623.6k $1.1m $1.1m 0.20% Added +350 +350
51 Linden Thomas Advisory Services, LLC 0.30% of their portfolio Charlotte, NC 22,73222.7k $1.1m $1.1m 0.30% First filing
52 Coastline Trust Co 0.16% of their portfolio PROVIDENCE, RI 22,10022.1k $1.0m $1.0m 0.16% Reduced -1.8k -1,790
53 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 22,09822.1k $1.0m $1.0m 0.00% Added +414 +414
54 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 20,43020.4k $963.9k $963.9k 0.00% Reduced -12 -12
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 20,29020.3k $957.3k $957.3k 0.00% Unchanged
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 19,83519.8k $935.8k $935.8k 0.00% First filing
57 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 19,77019.8k $932.7k $932.7k 0.00% Added +4.6k +4,554
58 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 19,55619.6k $923.0k $923.0k 0.02% Added +4.1k +4,093
59 North Star Investment Management Corp. 0.08% of their portfolio CHICAGO, IL 19,21819.2k $906.7k $906.7k 0.08% New
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 18,32418.3k $864.5k $864.5k 0.00% Unchanged
61 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.13% of their portfolio WEST HARTFORD, CT 17,55017.6k $828.0k $828.0k 0.13% Unchanged
62 Sargent Investment Group, LLC 0.25% of their portfolio BETHESDA, MD 16,93216.9k $798.9k $798.9k 0.25% Reduced -2.5k -2,518
63 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 16,61916.6k $784.1k $784.1k 0.00% Unchanged
64 HANTZ FINANCIAL SERVICES, INC. 0.02% of their portfolio SOUTHFIELD, MI 16,45116.5k $776.0k $776.0k 0.02% Added +460 +460
65 Legal & General Group Plc 0.00% of their portfolio London, X0 15,59415.6k $735.7k $735.7k 0.00% Added +171 +171
66 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 14,01814.0k $661.4k $661.4k 0.00% Added +7.5k +7,495
67 Fiduciary Trust Co 0.01% of their portfolio Boston, MA 13,32113.3k $628.5k $628.5k 0.01% Unchanged
68 Principle Wealth Partners LLC 0.06% of their portfolio MADISON, CT 11,91311.9k $562.1k $562.1k 0.06% Unchanged
69 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,90511.9k $561.7k $561.7k 0.00% Reduced -183 -183
70 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,66011.7k $550.0k $550.0k 0.00% Reduced -21 -21
71 Campbell & CO Investment Adviser LLC 0.13% of their portfolio BALTIMORE, MD 11,37511.4k $536.7k $536.7k 0.13% Reduced -2.2k -2,245
72 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 10,44210.4k $492.5k $492.5k 0.00% Added +76 +76
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,35410.4k $488.0k $488.0k 0.00% Added +2.3k +2,320
74 Keeley-Teton Advisors, LLC 0.06% of their portfolio Chicago, IL 9,97010.0k $470.4k $470.4k 0.06% Added +2.4k +2,370
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,2429.2k $436.0k $436.0k 0.00% Added +2.5k +2,538
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 9,2029.2k $434.1k $434.1k 0.00% Added +2.2k +2,193
77 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 9,1009.1k $429.3k $429.3k 0.00% Reduced -8.5k -8,500
78 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 8,9989.0k $425.0k $425.0k 0.00% Unchanged
79 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,7608.8k $413.3k $413.3k 0.00% Unchanged
80 Lehman & Derafelo Financial Resources LLC 0.12% of their portfolio MEDIA, PA 8,6478.6k $408.0k $408.0k 0.12% Unchanged
81 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 8,3468.3k $393.8k $393.8k 0.01% Reduced -150 -150
82 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,2918.3k $391.2k $391.2k 0.00% Added +97 +97
83 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,1738.2k $385.0k $385.0k 0.00% Added +504 +504
84 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 8,0858.1k $381.4k $381.4k 0.00% Reduced -30 -30
85 Connecticut Wealth Management, LLC 0.03% of their portfolio FARMINGTON, CT 8,0548.1k $380.0k $380.0k 0.03% Added +1.4k +1,439
86 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 8,0028.0k $378.0k $378.0k 0.00% Added +299 +299
87 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,9207.9k $374.0k $374.0k 0.00% Added +150 +150
88 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 7,8787.9k $371.0k $371.0k 0.04% Unchanged
89 New England Professional Planning Group Inc. 0.20% of their portfolio Westerly, RI 7,6227.6k $359.6k $359.6k 0.20% Added +13 +13
90 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 7,0757.1k $333.8k $333.8k 0.00% Unchanged
91 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,9587.0k $330.0k $330.0k 0.00% Added +4 +4
92 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 6,4876.5k $306.0k $306.0k 0.02% Reduced -104 -104
93 Apexium Financial, LP 0.03% of their portfolio Dallas, TX 6,4116.4k $302.5k $302.5k 0.03% Unchanged
94 Riggs Asset Managment Co. Inc. 0.12% of their portfolio DALLAS, PA 6,1806.2k $291.6k $291.6k 0.12% Unchanged
95 Barry Investment Advisors, LLC 0.09% of their portfolio NEW BEDFORD, MA 6,0466.0k $285.2k $285.2k 0.09% Unchanged
96 Wilmington Savings Fund Society, FSB 0.01% of their portfolio WILMINGTON, DE 5,7145.7k $270.0k $270.0k 0.01% Unchanged
97 PDT Partners, LLC 0.04% of their portfolio New York, NY 5,2565.3k $248.0k $248.0k 0.04% New
98 Bridgewealth Advisory Group, LLC 0.46% of their portfolio Fresno, CA 4,9995.0k $235.9k $235.9k 0.46% First filing
99 HM PAYSON & CO 0.01% of their portfolio PORTLAND, ME 4,9905.0k $235.4k $235.4k 0.01% Added +1.7k +1,690
100 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 4,9244.9k $232.3k $232.3k 0.01% New