Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | Director | May 02, 2023 | May 03, 2023 |
| IBERIABANK CORPIBKC · Entity 106403 | Director | July 01, 2020 | July 02, 2020 |
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.
FIRST HORIZON CORP
Report date May 02, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,055 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Grant · Acquired 6,955 · Balance 111,055 F1: Grant of restricted stock units which will vest April 22, 2024. |
| Common StockSEC Table I · non-derivative | Indirectchildren's account | 5,730 |
Reported balance
Holding disclosure · report date 2023-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,730 |
| Common StockSEC Table I · non-derivative | IndirectFamily LLC | 305,610 |
Reported balance
Holding disclosure · report date 2023-05-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 305,610 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units which will vest April 22, 2024.
IBERIABANK CORP
Report date July 01, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-07-01 transaction · row 1
1 source rowRow 1 · 2020-07-01 · Other · Disposed 19,699 · Balance 0 F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. |
| Common StockSEC Table I · non-derivative | IndirectBy Children | 0 |
Reported balance
After 2020-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-07-01 · Other · Disposed 1,250 · Balance 0 F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. |
| Common StockSEC Table I · non-derivative | IndirectBy E. Stewart Shea III Family LLC | 0 |
Reported balance
After 2020-07-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-07-01 · Other · Disposed 66,669 · Balance 0 F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. |
Filing footnotes · ownership attribution and instrument terms
F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES.
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 |
|---|---|---|---|---|---|---|
| May 02, 2023 Filed May 3, 2023 21:56 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 6,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014350 · form4.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,055 F1 · shares: Grant of restricted stock units which will vest April 22, 2024. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:19 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 5,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013474 · form4.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,100 F1 · shares: Grant of restricted stock units which will vest April 22, 2023. Read SEC document |
| April 29, 2021 Filed May 3, 2021 21:02 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 6,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014961 · form4.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,709 F1 · shares: Grant of restricted stock units which will vest April 22, 2022. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 21:47 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024945 · form4.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,133 F1 · shares: Supplemental grant of restricted stock units which will vest April 24, 2021 and will be settled with shares of common stock. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:40 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 66,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004916 · primarydocument.xml · nonDerivative · entry 3 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By E. Stewart Shea III Family LLC Disclosed balance after: 0 F1 · price: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:40 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004916 · primarydocument.xml · nonDerivative · entry 2 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 0 F1 · price: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:40 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 19,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004916 · primarydocument.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. Read SEC document |
| April 24, 2020 Filed Apr 27, 2020 15:57 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003172 · primarydocument.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,699 F1 · shares: RESTRICTED STOCK AWARDED UNDER THE 2019 STOCK INCENTIVE PLAN. AWARD SHALL BECOME VESTED AND NONFORFEITABLE ON THE FIRST ANNIVERSARY FROM THE DATE OF THIS GRANT. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 12:06 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 1,370 | $72.99 | $99,996.30 |
DisclosureSEC source: 0001562180-19-003265 · primarydocument.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,949 F1 · shares: RESTRICTED STOCK AWARDED UNDER THE 2019 STOCK INCENTIVE PLAN. AWARD SHALL BECOME VESTED AND NONFORFEITABLE ON MAY 8, 2020. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 16:27 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 1,200 | $80.70 | $96,840.00 |
DisclosureSEC source: 0001562180-18-002821 · primarydocument.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,579 F1 · shares: RESTRICTED STOCK AWARDED UNDER THE 2016 STOCK INCENTIVE PLAN. AWARD SHALL BECOME VESTED AND NONFORFEITABLE ON THE FIRST ANNIVERSARY FROM THE DATE OF THIS GRANT. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 12:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 1,200 | $78.25 | $93,900.00 |
DisclosureSEC source: 0000933141-17-000100 · primary_doc.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,379 F1 · shares: RESTRICTED STOCK, AWARDED UNDER THE 2016 STOCK INCENTIVE PLAN. AWARD SHALL BECOME VESTED AND NONFORFEITABLE ON THE FIRST ANNIVERSARY FROM THE DATE OF THIS GRANT. Read SEC document |
| May 15, 2017 Filed May 15, 2017 15:53 UTC | IBERIABANK CORP IBKC · Entity 106403 | SaleCOMMON STOCK | 4,147 | $80.65 | $334,455.55 |
DisclosureSEC source: 0000933141-17-000089 · primary_doc.xml · nonDerivative · entry 1 SHEA E STEWART III · CIK 0001253463 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY BARBARA B. SHEA Disclosed balance after: 0 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.