Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FB Financial CorpFBK · Entity 4279 | CFO | March 16, 2020 | March 19, 2020 |
| FIRST FINANCIAL BANKSHARES INCFFIN · Entity 3952 | EVP-CFO | November 02, 2022 | November 03, 2022 |
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.
FB Financial Corp
Report date March 16, 2020 · Filed March 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,417 |
Reported balance
After 2020-03-16 transaction · row 1
1 source rowRow 1 · 2020-03-16 · Tax withholding · Disposed 902 · Balance 22,417 F1: As reported on the reporting person's Form 4 filed on March 20, 2017, the issuer granted restricted stock units pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2016, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 16, 2020 an installment under this grant vested and the issuer withheld 902 shares for tax purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on the reporting person's Form 4 filed on March 20, 2017, the issuer granted restricted stock units pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2016, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 16, 2020 an installment under this grant vested and the issuer withheld 902 shares for tax purposes.
FIRST FINANCIAL BANKSHARES INC
Report date November 02, 2022 · Filed November 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,104 |
Reported balance
After 2022-11-02 transaction · row 1
1 source rowRow 1 · 2022-11-02 · Tax withholding · Disposed 270 · Balance 12,104 F1: The reporting person elected, in accordance with the Registrant's 2015 Restricted Stock Plan, to exercise his right to have the Registrant withhold 270 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected, in accordance with the Registrant's 2015 Restricted Stock Plan, to exercise his right to have the Registrant withhold 270 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock.
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 |
|---|---|---|---|---|---|---|
| November 02, 2022 Filed Nov 3, 2022 21:44 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | Tax withholdingCommon Stock | 270 | $37.04 | $10,000.80 |
DisclosureSEC source: 0001209191-22-055597 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,104 F1 · shares: The reporting person elected, in accordance with the Registrant's 2015 Restricted Stock Plan, to exercise his right to have the Registrant withhold 270 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 21:09 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantEmployee Stock Option, Right to Buy · Derivative | 7,190 | $0.00 Strike: $47.19 | $0.00 |
DisclosureSEC source: 0001209191-22-046694 · doc4.xml · derivative · entry 3 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,190 Underlying: Common Stock · 7,190 shares Expires 2032-08-16 F3 · derivative.exercise_date: The options vest 20% after one year from the grant date, 40% after the second year, 60% after the third year, 80% after the fourth year and 100% after the fifth year. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 21:09 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 1,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046694 · doc4.xml · nonDerivative · entry 2 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,374 F2 · shares: Reflects grant of restricted stock units (RSUs) which vest in three approximately equal installments on each of the three anniversaries of the grant date. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 21:09 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | Tax withholdingCommon Stock | 139 | $47.19 | $6,559.41 |
DisclosureSEC source: 0001209191-22-046694 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,622 F1 · shares: The reporting person elected, in accordance with the Registrant's 2021 Omnibus Stock and Incentive Plan, to exercise his right to have the Registrant withhold 139 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock units. Read SEC document |
| May 18, 2022 Filed May 20, 2022 17:16 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | Tax withholdingCommon Stock | 583 | $40.68 | $23,716.44 |
DisclosureSEC source: 0001209191-22-030891 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,761 F1 · shares: The reporting person elected, in accordance with the Registrant's 2015 Restricted Stock Plan, to exercise his right to have the Registrant withhold 583 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 17:53 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | Tax withholdingCommon Stock | 270 | $48.85 | $13,189.50 |
DisclosureSEC source: 0001209191-21-062035 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 F1 · shares: The reporting person elected, in accordance with the Registrant's 2015 Restricted Stock Plan, to exercise his right to have the Registrant withhold 270 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 19:08 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantEmployee Stock Option, Right to Buy · Derivative | 6,415 | $0.00 Strike: $48.91 | $0.00 |
DisclosureSEC source: 0001209191-21-052183 · doc4.xml · derivative · entry 2 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,415 Underlying: Common Stock · 6,415 shares Expires 2031-08-16 F2 · derivative.exercise_date: The options vest 20% after one year from the grant date, 40% after the second year, 60% after the third year, 80% after the fourth year and 100% after the fifth year. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 19:08 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052183 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,614 F1 · shares: Reflects grant of restricted stock units (RSUs) which vest in three approximately equal installments on each of the three anniversaries of the grant date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 19:55 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | Tax withholdingCommon Stock | 583 | $50.45 | $29,412.35 |
DisclosureSEC source: 0001209191-21-034370 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,910 F1 · shares: The reporting person elected, in accordance with the Registrant's 2015 Restricted Stock Plan, to exercise his right to have the Registrant withhold 583 shares of the Registrant's common stock to pay income taxes related to vesting of previously granted restricted stock. Read SEC document |
| October 27, 2020 Filed Oct 28, 2020 21:44 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056118 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,493 F1 · shares: On October 27,2020, First Financial Bankshares, Inc. granted the reporting person restricted stock totaling 3,317 shares. The restricted stock vests 33 1/3% at the end of one year, 66 2/3% at the end of two years, and 100% at the end of three years. Read SEC document |
| May 18, 2020 Filed May 19, 2020 13:17 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 7,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-030325 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · EVP-CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,176 F1 · shares: On May 18,2020, First Financial Bankshares, Inc. granted the reporting person restricted stock totaling 7,176 shares. The restricted stock vests 33 1/3% at the end of one year, 66 2/3% at the end of two years, and 100% at the end of three years. Read SEC document |
| March 16, 2020 Filed Mar 19, 2020 01:10 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-20-000075 · wf-form4_158458023080244.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,417 F1 · kind: As reported on the reporting person's Form 4 filed on March 20, 2017, the issuer granted restricted stock units pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2016, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 16, 2020 an installment under this grant vested and the issuer withheld 902 shares for tax purposes. F1 · shares: As reported on the reporting person's Form 4 filed on March 20, 2017, the issuer granted restricted stock units pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2016, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 16, 2020 an installment under this grant vested and the issuer withheld 902 shares for tax purposes. Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 18:02 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 618 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-20-000054 · wf-form4_158386333901977.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,319 F1 · kind: As reported on the reporting person's Form 4 filed on March 12, 2019, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2018, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 8, 2020, an installment under this grant vested and the issuer withheld 618 shares for tax purposes. F1 · shares: As reported on the reporting person's Form 4 filed on March 12, 2019, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2018, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 8, 2020, an installment under this grant vested and the issuer withheld 618 shares for tax purposes. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:15 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-20-000040 · wf-form4_158327370077978.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,937 F1 · kind: As reported on the reporting person's Form 4 filed on March 5, 2018, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2017, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 1, 2020, an installment under this grant vested and the issuer withheld 482 shares for tax purposes. F1 · shares: As reported on the reporting person's Form 4 filed on March 5, 2018, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2017, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 1, 2020, an installment under this grant vested and the issuer withheld 482 shares for tax purposes. Read SEC document |
| February 21, 2020 Filed Mar 3, 2020 19:08 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 3,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-20-000032 · wf-form4_158326246764538.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,419 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2019, which RSUs vest in three approximately equal installments on each of the three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2019, which RSUs vest in three approximately equal installments on each of the three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 22:30 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 923 | $34.98 | $32,286.54 |
DisclosureSEC source: 0000899243-19-008395 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,967 F1 · kind: On March 15, 2019, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 923 shares for tax purposes. F1 · shares: On March 15, 2019, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 923 shares for tax purposes. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 21:31 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 5,069 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007288 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,890 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2018, which RSUs vest in three approximately equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2018, which RSUs vest in three approximately equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:02 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-006324 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,821 F1 · kind: As reported on the reporting person's Form 4 filed on March 5, 2018, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2017, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 1, 2019, an installment under this grant vested and the issuer withheld 421 shares for tax purposes. F1 · shares: As reported on the reporting person's Form 4 filed on March 5, 2018, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2017, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 1, 2019, an installment under this grant vested and the issuer withheld 421 shares for tax purposes. Read SEC document |
| January 31, 2019 Filed May 29, 2019 20:29 UTC | FB Financial Corp FBK · Entity 4279 | Exercise / conversionEBI Units · Derivative | 9,239 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015021 · doc4.xml · derivative · entry 4 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,239 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. F1 · derivative.exercise_price: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive, for each 2012 EBI Unit held, an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, F2 · derivative.exercise_price: (Continued from footnote 1) either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · shares: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes. F1 · price: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive, for each 2012 EBI Unit held, an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, F2 · price: (Continued from footnote 1) either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · derivative.exercise_date: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes. F1 · derivative.expiration_date: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive, for each 2012 EBI Unit held, an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, F2 · derivative.expiration_date: (Continued from footnote 1) either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · balance_after: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes. Read SEC document |
| January 31, 2019 Filed May 29, 2019 20:29 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 4,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015021 · doc4.xml · nonDerivative · entry 2 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,242 F3 · kind: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. F3 · shares: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. Read SEC document |
| January 31, 2019 Filed May 29, 2019 20:29 UTC | FB Financial Corp FBK · Entity 4279 | Exercise / conversionCommon Stock | 9,239 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015021 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,326 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 · kind: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive, for each 2012 EBI Unit held, an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, F2 · kind: (Continued from footnote 1) either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F3 · shares: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. F1 · price: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive, for each 2012 EBI Unit held, an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, F2 · price: (Continued from footnote 1) either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). The reporting person elected to settle all of these EBI Units for shares of issuer common stock. Read SEC document |
| March 16, 2018 Filed May 29, 2019 20:29 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 594 | $40.96 | $24,330.24 |
DisclosureSEC source: 0000899243-19-015021 · doc4.xml · nonDerivative · entry 3 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 F4 · kind: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes. Read SEC document |
| March 01, 2018 Filed May 29, 2019 20:29 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 3,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015020 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,681 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the insider's performance in 2017, which RSUs vest in three equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the insider's performance in 2017, which RSUs vest in three equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. Read SEC document |
| March 16, 2017 Filed Mar 21, 2017 00:19 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 7,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021875 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,168 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest in three approximately equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest in three approximately equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. F2 · balance_after: Includes 76 shares acquired pursuant to the issuer's employee stock purchase plan through December 31, 2016. Read SEC document |
| September 21, 2016 Filed Sep 30, 2016 23:39 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143419 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,774 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest 100% on September 21, 2021, subject to the reporting person's continued employment with the issuer on such date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest 100% on September 21, 2021, subject to the reporting person's continued employment with the issuer on such date. Read SEC document |
| September 15, 2016 Filed Sep 30, 2016 23:35 UTC | FB Financial Corp FBK · Entity 4279 | PurchaseCommon Stock | 1,600 | $19.00 | $30,400.00 |
DisclosureSEC source: 0001209191-16-143417 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001291478 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · shares: Purchased pursuant to the issuer's directed share program in connection with the initial public offering of the issuer's common 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.