Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | Director | April 23, 2019 | April 25, 2019 |
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 April 23, 2019 · Filed April 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,130 |
Reported balance
After 2019-04-23 transaction · row 1
1 source rowRow 1 · 2019-04-23 · Grant · Acquired 6,505 · Balance 50,130 F1: Restricted Stock Units granted in 2019. Units will vest April 2, 2020 and will be settled with shares of common stock when paid on April 2, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted in 2019. Units will vest April 2, 2020 and will be settled with shares of common stock when paid on April 2, 2022.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Capital Bank Financial Corp.
Report date November 30, 2017 · Filed December 04, 2017
Section 16 reporting ended · disclosed 2017-12-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-30 transaction · row 1
1 source rowRow 1 · 2017-11-30 · Disposition to issuer · Disposed 31,618 · Balance 0 F1: On November 30, 2017, pursuant to the Agreement and Plan of Merger, dated May 3, 2017 (the "Merger Agreement"), by and between First Horizon National Corporation ("First Horizon"), Capital Bank Financial Corp. ("Capital Bank Financial"), and Firestone Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Capital Bank Financial (the "Merger"), with Capital Bank Financial as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Capital Bank Financial's Class A Common Stock and Class B Non-Voting Common Stock was converted into the right to receive either $40.573 in cash (the "Cash Consideration") or 2.1732 shares of First Horizon's Common Stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 30, 2017, pursuant to the Agreement and Plan of Merger, dated May 3, 2017 (the "Merger Agreement"), by and between First Horizon National Corporation ("First Horizon"), Capital Bank Financial Corp. ("Capital Bank Financial"), and Firestone Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Capital Bank Financial (the "Merger"), with Capital Bank Financial as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Capital Bank Financial's Class A Common Stock and Class B Non-Voting Common Stock was converted into the right to receive either $40.573 in cash (the "Cash Consideration") or 2.1732 shares of First Horizon's Common Stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.
Healthcare Realty Trust Inc
Report date July 20, 2022 · Filed July 20, 2022
Section 16 reporting ended · disclosed 2022-07-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,652 |
Reported balance
After 2022-07-20 transaction · row 1
1 source rowRow 1 · 2022-07-20 · Tax withholding · Disposed 50,918 · Balance 80,652 F1: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person.
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 |
|---|---|---|---|---|---|---|
| July 20, 2022 Filed Jul 20, 2022 19:04 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 50,918 | $29.21 | $1,487,314.78 |
DisclosureSEC source: 0001360604-22-000056 · wf-form4_165834384772615.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,652 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| July 09, 2022 Filed Jul 11, 2022 21:01 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 493 | $28.86 | $14,227.98 |
DisclosureSEC source: 0001360604-22-000050 · wf-form4_165757326124494.xml · nonDerivative · entry 2 Foss Peter N · CIK 0001503582 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,570 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 21:01 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 526 | $28.90 | $15,201.40 |
DisclosureSEC source: 0001360604-22-000050 · wf-form4_165757326124494.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,063 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 20:20 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 105,660 | $30.61 | $3,234,252.60 |
DisclosureSEC source: 0001360604-21-000058 · wf-form4_163191001488277.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,589 F1 · shares: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in one installment on August 2, 2022. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 20:18 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,671 | $27.24 | $99,998.04 |
DisclosureSEC source: 0001360604-21-000042 · wf-form4_162586189590011.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,929 F1 · shares: Represents the grant of 3,671 shares of the issuer's common stock, such grant to vest in five installments with 734 shares vesting on each of the grant date and July 7, 2022, July 7, 2023, and July 7, 2024 and 735 shares vesting on July 7, 2025. Read SEC document |
| July 07, 2020 Filed Jul 10, 2020 16:50 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,737 | $26.76 | $100,002.12 |
DisclosureSEC source: 0001360604-20-000080 · wf-form4_159439980652564.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,258 F1 · shares: Represents the grant of 3,737 shares of the issuer's common stock, such grant to vest in five installments with 748 shares vesting on each of the grant date and July 7, 2021 and 747 shares vesting on each of July 7, 2022, July 7, 2023, and July 7, 2024. Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 20:16 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,583 | $27.91 | $100,001.53 |
DisclosureSEC source: 0001360604-19-000058 · wf-form4_156270336257665.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,521 F1 · shares: Represents the grant of 3,583 shares of the issuer's common stock, such grant to vest in five installments with 717 shares vesting on the grant date and 717 vesting on each of July 9, 2020 and July 9, 2021 and 716 vesting on each of July 9, 2022 and July 9, 2023. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:23 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 6,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016216 · form4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,130 F1 · shares: Restricted Stock Units granted in 2019. Units will vest April 2, 2020 and will be settled with shares of common stock when paid on April 2, 2022. Read SEC document |
| July 09, 2018 Filed Jul 9, 2018 22:28 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,655 | $27.36 | $100,000.80 |
DisclosureSEC source: 0001360604-18-000082 · wf-form4_153117526636799.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,938 F1 · shares: Represents the grant of 3,655 shares of the issuer's common stock, such grant to vest in five installments with 731 shares vesting on the grant date and 731 vesting on each of July 9, 2019, July 9, 2020, July 9, 2021 and July 9, 2022. Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 16:51 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $24.98 | $24,980.00 |
DisclosureSEC source: 0001360604-18-000058 · wf-form4_152847664920545.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,283 Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 3,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015337 · form4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,625 F1 · shares: Grant of Restricted Stock Units which will vest April 2, 2019. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 6,603 | $20.32 | $134,179.56 |
DisclosureSEC source: 0001127602-18-003183 · form4.xml · nonDerivative · entry 5 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,689 Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 6,700 | $20.33 | $136,177.50 |
DisclosureSEC source: 0001127602-18-003183 · form4.xml · nonDerivative · entry 4 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,292 Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 600 | $20.32 | $12,189.00 |
DisclosureSEC source: 0001127602-18-003183 · form4.xml · nonDerivative · entry 3 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,620 Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 2,628 | $20.32 | $53,400.96 |
DisclosureSEC source: 0001127602-18-003183 · form4.xml · nonDerivative · entry 2 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,992 Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 13,469 | $20.31 | $273,568.86 |
DisclosureSEC source: 0001127602-18-003183 · form4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,220 Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 23:04 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033854 · form4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,689 F1 · shares: Grant of Restricted Stock Units which will vest 4/2/18. F2 · ownership.direct: Shares reported in column 5 represent the award reported on this Form 4 plus the maximum shares owned immediately after the closing of the First Horizon - Capital Bank merger. Actual shares owned after closing will be reported on a future Form 3. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 09:41 UTC | Capital Bank Financial Corp. CBF · Entity 171435 | Disposition to issuerClass A Common Stock, par value $0.01 per share | 31,618 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-063376 · doc4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On November 30, 2017, pursuant to the Agreement and Plan of Merger, dated May 3, 2017 (the "Merger Agreement"), by and between First Horizon National Corporation ("First Horizon"), Capital Bank Financial Corp. ("Capital Bank Financial"), and Firestone Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Capital Bank Financial (the "Merger"), with Capital Bank Financial as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Capital Bank Financial's Class A Common Stock and Class B Non-Voting Common Stock was converted into the right to receive either $40.573 in cash (the "Cash Consideration") or 2.1732 shares of First Horizon's Common Stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. Read SEC document |
| July 25, 2017 Filed Jul 27, 2017 19:37 UTC | Capital Bank Financial Corp. CBF · Entity 171435 | GrantClass A Common Stock, par value $0.01 per share | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046483 · doc4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,618 F1 · price: Director fees granted in shares of Class A common stock of Capital Bank Financial Corp. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 12:06 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,389 | $29.51 | $100,009.39 |
DisclosureSEC source: 0001360604-17-000066 · wf-form4_150003399561696.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,283 F1 · shares: Represents the grant of 3,389 shares of the issuer's common stock, such grant to vest in five installments with 678 shares vesting on the grant date, 678 shares vesting on each of July 12, 2018, July 12, 2019, July 12, 2020 and 677 shares vesting on July 12, 2021. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:21 UTC | Capital Bank Financial Corp. CBF · Entity 171435 | Exercise / conversionCommon Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007589 · doc4.xml · derivative · entry 3 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock, par value $0.01 per share · 25,000 shares Expires 2019-12-22 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 · security: Consists of stock options granted in March 2011. One half of the stock options granted in March 2011 vested on December 22, 2011 and the other half of the stock options granted in March 2011 vested on December 22,2012. F2 · derivative.exercise_date: Consists of stock options granted in March 2011. One half of the stock options granted in March 2011 vested on December 22, 2011 and the other half of the stock options granted in March 2011 vested on December 22,2012. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:21 UTC | Capital Bank Financial Corp. CBF · Entity 171435 | SaleClass A Common Stock, par value $0.01 per share | 25,000 | $39.05 | $976,250.00 |
DisclosureSEC source: 0001209191-17-007589 · doc4.xml · nonDerivative · entry 2 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,340 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.95 to $39.25, inclusive. The reporting person undertakes to provide Capital Bank Financial Corp., any security holder of Capital Bank Financial Corp., or the staff of the Securities & Exchange Commission, upon request full information regarding the number of shares sold at each separate price and the ranges set forth in footnote (1) of this Form 4. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:21 UTC | Capital Bank Financial Corp. CBF · Entity 171435 | Exercise / conversionClass A Common Stock, par value $0.01 per share | 25,000 | $20.00 | $500,000.00 |
DisclosureSEC source: 0001209191-17-007589 · doc4.xml · nonDerivative · entry 1 Foss Peter N · CIK 0001503582 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,340 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.