Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RENASANT CORPRNST · Entity 4108 | Executive Vice President | January 01, 2023 | January 04, 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 January 01, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,181 |
Ending reported balance
After 2023-01-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-01 · Grant · Acquired 2,759 · Balance 26,422 F1: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2026. Row 2 · 2023-01-01 · Grant · Acquired 2,759 · Balance 29,181 F2: This is the target amount of a performance based restricted stock granted January 1, 2023 under the 2020 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2025. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. |
Filing footnotes · ownership attribution and instrument terms
F1: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2026.
F2: This is the target amount of a performance based restricted stock granted January 1, 2023 under the 2020 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2025. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award.
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 |
|---|---|---|---|---|---|---|
| January 01, 2023 Filed Jan 4, 2023 16:39 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,759 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-23-000028 · wf-form4_167285032992025.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,181 F2 · shares: This is the target amount of a performance based restricted stock granted January 1, 2023 under the 2020 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2025. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:39 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,759 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-23-000028 · wf-form4_167285032992025.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,422 F1 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2026. Read SEC document |
| March 24, 2022 Filed Mar 25, 2022 15:10 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 2,243 | $35.05 | $78,617.15 |
DisclosureSEC source: 0000715072-22-000118 · wf-form4_164822099280027.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,663 Read SEC document |
| March 24, 2022 Filed Mar 25, 2022 15:10 UTC | RENASANT CORP RNST · Entity 4108 | Disposition to issuerCommon Stock | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-22-000118 · wf-form4_164822099280027.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,906 F1 · shares: After the completion of the 2019 3-year performance cycle, this is the number of shares forfeited from the target amount previously reported on 1/29/2019. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 20:43 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-22-000078 · wf-form4_164331619118104.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,361 F2 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2023. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 20:43 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,653 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-22-000078 · wf-form4_164331619118104.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,134 F1 · shares: This is the target amount of a performance based restricted stock granted January 25, 2022 under the 2020 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2024. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 21:06 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-22-000025 · wf-form4_164124396758490.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,360 F1 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2025. Read SEC document |
| January 01, 2022 Filed Jan 13, 2022 17:46 UTC Amendment | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,653 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-22-000051 · wf-form4a_164209595932240.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,481 F1 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2025. F2 · shares: Amended to correct error in number of shares awarded in prior filing. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 20:36 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 23.26 | $37.62 | $875.04 |
DisclosureSEC source: 0000715072-22-000010 · wf-form4_164124217653427.xml · derivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84.05 Underlying: Common Stock · 23.26 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, 2021 Filed Oct 1, 2021 14:59 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 21.08 | $35.59 | $750.24 |
DisclosureSEC source: 0000715072-21-000197 · wf-form4_163310035591221.xml · derivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60.79 Underlying: Common Stock · 21.08 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 |
| June 30, 2021 Filed Jul 2, 2021 15:38 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 20.46 | $42.76 | $874.87 |
DisclosureSEC source: 0000715072-21-000163 · wf-form4_162524031309180.xml · derivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39.47 Underlying: Common Stock · 20.46 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 31, 2021 Filed Apr 1, 2021 22:41 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 18.91 | $39.67 | $750.16 |
DisclosureSEC source: 0000715072-21-000113 · wf-form4_161731684523302.xml · derivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18.91 Underlying: Common Stock · 18.91 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 10, 2021 Filed Mar 13, 2021 00:26 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 355 | $44.35 | $15,744.25 |
DisclosureSEC source: 0000715072-21-000083 · wf-form4_161559515241326.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,828 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:15 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-21-000020 · wf-form4_160988490993707.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,183 F2 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest January 1, 2024. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:15 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-21-000020 · wf-form4_160988490993707.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,260 F1 · shares: This is the target amount of a performance based restricted stock granted January 1, 2021 under the 2020 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2023. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. The share price will be determined at the close of business at the end of the performance cycle. Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 13:41 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 999 | $21.26 | $21,238.74 |
DisclosureSEC source: 0000715072-20-000072 · wf-form4_158497089287087.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,337 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 13:41 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-20-000072 · wf-form4_158497089287087.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,336 F1 · shares: After the completion of the 2019 1-year performance cycle, this is the number of shares that vested in addition to the target amount previously reported on 1/30/2019. These shares were awarded under the 2011 LTIP. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:55 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-20-000020 · wf-form4_157809570016789.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,230 F2 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest January 1, 2023. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:55 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-20-000020 · wf-form4_157809570016789.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,580 F1 · shares: This is the target amount of a performance based restricted stock granted January 1, 2020 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2022. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. The share price will be determined at the close of business at the end of the performance cycle. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 23:09 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000005 · wf-form4_154880335137877.xml · nonDerivative · entry 4 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,770 F3 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest December 31, 2021. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 23:09 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000005 · wf-form4_154880335137877.xml · nonDerivative · entry 3 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,120 F2 · shares: This is the target amount of a performance based restricted stock granted 01/28/2019 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2021. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. The share price will be determined at the close of business at the end of the performance cycle. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 23:09 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000005 · wf-form4_154880335137877.xml · nonDerivative · entry 2 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,470 F1 · shares: This is the target amount of a performance based restricted stock granted 01/28/2019 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2019. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold, target and maximum performance objectives. In no event, however, will the number of shares exceed 150% of the number of shares of the target award. The share price will be determined at the close of business at the end of the performance cycle. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:09 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 180 | $30.18 | $5,432.40 |
DisclosureSEC source: 0000715072-19-000005 · wf-form4_154880335137877.xml · nonDerivative · entry 1 Adams Tracey Morant · CIK 0001739431 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,820 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.