Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RENASANT CORPRNST · Entity 4108 | Director | March 31, 2023 | April 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
RENASANT CORP
Report date March 31, 2023 · Filed April 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 28,671.44 |
Reported balance
After 2023-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-31 · Grant · Acquired 529.26 · Balance 28,671.44 F1: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHSTREAM INC
Report date May 25, 2023 · Filed May 26, 2023
Section 16 reporting ended · disclosed 2023-05-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock HoldingSEC Table I · non-derivative | Direct | 133,609 |
Reported balance
After 2023-05-25 transaction · row 1
1 source rowRow 1 · 2023-05-25 · Exercise / conversion · Acquired 3,241 · Balance 133,609 F1: Shares acquired upon acceleration of the vesting of multiple grants of restricted share units ("RSUs") upon Mr. Shmerling's retirement from service on the Board of Directors ("Board") of HealthStream, Inc. (the "Company"). |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-05-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-25 · Exercise / conversion · Disposed 944 · Balance 0 F2: Each RSU represents the contingent right to receive one share of common stock upon vesting of the unit. F3: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Mr. Shmerling's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning March 17, 2022 in three equal installments. In connection with Mr. Shmerling's decision to retire from service on the Board effective concurrently with the Company's 2023 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 25, 2023. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-05-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-25 · Exercise / conversion · Disposed 2,297 · Balance 0 F2: Each RSU represents the contingent right to receive one share of common stock upon vesting of the unit. F5: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Mr. Shmerling's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning March 23, 2023 in three equal installments. In connection with Mr. Shmerling's decision to retire from service on the Board effective concurrently with the Company's 2023 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 25, 2023. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon acceleration of the vesting of multiple grants of restricted share units ("RSUs") upon Mr. Shmerling's retirement from service on the Board of Directors ("Board") of HealthStream, Inc. (the "Company").
F2: Each RSU represents the contingent right to receive one share of common stock upon vesting of the unit.
F3: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Mr. Shmerling's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning March 17, 2022 in three equal installments. In connection with Mr. Shmerling's decision to retire from service on the Board effective concurrently with the Company's 2023 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 25, 2023.
F4: Not applicable.
F5: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Mr. Shmerling's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning March 23, 2023 in three equal installments. In connection with Mr. Shmerling's decision to retire from service on the Board effective concurrently with the Company's 2023 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 25, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 23, 2019 Filed Apr 25, 2019 14:01 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000105 · wf-form4_155620089708022.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,682 F1 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest April 28, 2020. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:05 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 400.99 | $35.54 | $14,251.18 |
DisclosureSEC source: 0000715072-19-000089 · wf-form4_155415271689439.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,202.63 Underlying: Common Stock · 400.99 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:35 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 878 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020186 · doc4.xml · derivative · entry 4 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758 Underlying: Common Stock · 878 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:35 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020186 · doc4.xml · derivative · entry 3 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922 Underlying: Common Stock · 922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:35 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020186 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,074 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:35 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020186 · doc4.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 14:35 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,359 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020186 · doc4.xml · derivative · entry 5 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,359 Underlying: Common Stock · 2,359 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2020 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| December 31, 2018 Filed Dec 31, 2018 16:19 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 463.9 | $32.87 | $15,248.39 |
DisclosureSEC source: 0000715072-18-000295 · wf-form4_154627314115382.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,572.19 Underlying: Common Stock · 463.9 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| September 26, 2018 Filed Sep 26, 2018 13:57 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 311.43 | $44.95 | $13,998.78 |
DisclosureSEC source: 0000715072-18-000258 · wf-form4_153797021818469.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,027.17 Underlying: Common Stock · 311.43 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| August 03, 2018 Filed Aug 7, 2018 20:46 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 1,000 | $45.00 | $45,000.00 |
DisclosureSEC source: 0000715072-18-000229 · wf-form4_153367477063283.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,357 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 19:52 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 285.73 | $47.25 | $13,500.74 |
DisclosureSEC source: 0000715072-18-000210 · wf-form4_153056112670100.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,715.74 Underlying: Common Stock · 285.73 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 14:13 UTC | RENASANT CORP RNST · Entity 4108 | OtherCommon Stock | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-18-000140 · wf-form4_152466556130339.xml · nonDerivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Child Disclosed balance after: 0 F2 · shares: The reporting person no longer has a reportable beneficial interest in these shares owned by his son and included in the reporting person's prior ownership reports. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 14:13 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 1,010 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-18-000140 · wf-form4_152466556130339.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,357 F1 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest April 23, 2019. Read SEC document |
| March 27, 2018 Filed Mar 27, 2018 19:09 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 39.12 | $42.60 | $1,666.51 |
DisclosureSEC source: 0000715072-18-000107 · wf-form4_152217776443477.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,286 Underlying: Common Stock · 39.12 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| March 27, 2018 Filed Mar 27, 2018 17:33 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 289.54 | $42.60 | $12,334.40 |
DisclosureSEC source: 0000715072-18-000095 · wf-form4_152217198990685.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,247 Underlying: Common Stock · 289.54 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 22:00 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020681 · doc4.xml · derivative · entry 4 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,844 Underlying: Common Stock · 922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 22:00 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020681 · doc4.xml · derivative · entry 3 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,074 Underlying: Common Stock · 1,075 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 22:00 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 849 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020681 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 849 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 10, 2016 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 22:00 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020681 · doc4.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,376 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 23:40 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020417 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,636 Underlying: Common Stock · 2,636 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 20:28 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 347.64 | $41.71 | $14,500.06 |
DisclosureSEC source: 0001593968-18-000015 · primary_01.xml · derivative · entry 3 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,885 Underlying: Common Stock · 347.64 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 14:10 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 1,000 | $39.40 | $39,400.00 |
DisclosureSEC source: 0000715072-17-000200 · wf-form4_151058223879742.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,347 Read SEC document |
| September 26, 2017 Filed Sep 26, 2017 19:51 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 326.24 | $41.38 | $13,499.81 |
DisclosureSEC source: 0000715072-17-000181 · wf-form4_150645550567420.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,473.82 Underlying: Common Stock · 326.24 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| August 08, 2017 Filed Aug 8, 2017 16:36 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 1,000 | $41.50 | $41,500.00 |
DisclosureSEC source: 0000715072-17-000163 · wf-form4_150221015787192.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,347 Read SEC document |
| August 07, 2017 Filed Aug 7, 2017 19:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $12.23 | $0.00 |
DisclosureSEC source: 0001209191-17-047860 · doc4.xml · derivative · entry 3 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-05-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2017 Filed Aug 7, 2017 19:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $12.23 | $0.00 |
DisclosureSEC source: 0001209191-17-047860 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2019-05-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2017 Filed Aug 7, 2017 19:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 7,500 | $12.23 | $91,725.00 |
DisclosureSEC source: 0001209191-17-047860 · doc4.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,530 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:59 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 286.59 | $42.45 | $12,165.75 |
DisclosureSEC source: 0000715072-17-000131 · wf-form4_149910833844327.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,087.7 Underlying: Common Stock · 286.59 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| May 02, 2017 Filed May 2, 2017 17:14 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 500 | $42.13 | $21,065.00 |
DisclosureSEC source: 0000715072-17-000054 · wf-form4_149374525935093.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,535 Read SEC document |
| May 01, 2017 Filed May 3, 2017 21:32 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 812 | $43.10 | $34,997.20 |
DisclosureSEC source: 0000715072-17-000084 · wf-form4_149384711666914.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,347 F1 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest April 24, 2018. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 15:01 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 278.79 | $40.35 | $11,249.18 |
DisclosureSEC source: 0000715072-17-000038 · wf-form4_149131805148837.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,801.11 Underlying: Common Stock · 278.79 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:28 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021654 · doc4.xml · derivative · entry 4 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,149 Underlying: Common Stock · 1,075 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:28 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 848 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021654 · doc4.xml · derivative · entry 3 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849 Underlying: Common Stock · 848 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 10, 2016 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:28 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021654 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 745 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 11, 2015 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:28 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021654 · doc4.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 11:45 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021244 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,766 Underlying: Common Stock · 2,766 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 20:13 UTC | RENASANT CORP RNST · Entity 4108 | PurchasePhantom Stock · Derivative | 256.8 | $39.92 | $10,251.46 |
DisclosureSEC source: 0001209191-17-000749 · doc4.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,395.59 Underlying: Common · 256.8 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| December 16, 2016 Filed Feb 14, 2017 23:54 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GiftCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010819 · doc5.xml · nonDerivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,362 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 18:47 UTC | RENASANT CORP RNST · Entity 4108 | PurchasePhantom Stock · Derivative | 73.73 | $33.63 | $2,479.54 |
DisclosureSEC source: 0001209191-16-143533 · doc4.xml · derivative · entry 2 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,138.79 Underlying: Common · 73.73 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 18:47 UTC | RENASANT CORP RNST · Entity 4108 | PurchasePhantom Stock · Derivative | 289.6 | $33.67 | $9,750.83 |
DisclosureSEC source: 0001209191-16-143533 · doc4.xml · derivative · entry 1 SHMERLING MICHAEL D · CIK 0001141207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,065.06 Underlying: Common · 289.6 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.exercise_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. F1 · derivative.expiration_date: The phantom stock units are accrued under the Renasant DSU Plan. The units are settled 100% in the Company's common stock upon the reporting person's retirement or upon approved hardship reasons. The conversion price is one phantom stock unit for one share of the Company's common stock. Dividends are paid quarterly and reinvested on the phantom stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.