Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FB Financial CorpFBK · Entity 4279 | Director | May 20, 2022 | May 24, 2022 |
| MedEquities Realty Trust, Inc.MRT · Entity 157425 | Director | January 01, 2018 | January 03, 2018 |
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 May 20, 2022 · Filed May 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,928 |
Reported balance
After 2022-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-20 · Grant · Acquired 1,282 · Balance 6,928 F1: Reflects an award of Restricted Stock Units (RSUs) granted pursuant to the issuer's Non-Employee Director Compensation Policy. The RSUs vest on April 30, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of Restricted Stock Units (RSUs) granted pursuant to the issuer's Non-Employee Director Compensation Policy. The RSUs vest on April 30, 2023.
MedEquities Realty Trust, Inc.
Report date January 01, 2018 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,160 |
Reported balance
After 2018-01-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-01 · Grant · Acquired 6,684 · Balance 30,160 F1: Represents a grant of restricted shares of common stock under the MedEquities Realty Trust, Inc. Amended and Restated 2014 Equity Incentive Plan, which shares will vest ratably on each of the first three anniversaries of the date of the grant, subject to the director's continued service on such dates. F2: Includes 2,000 shares of common stock previously held by an irrevocable trust for which the reporting person was both the trustee and beneficiary, which shares were subsequently transferred from such trust to the reporting person's personal account and are now owned directly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted shares of common stock under the MedEquities Realty Trust, Inc. Amended and Restated 2014 Equity Incentive Plan, which shares will vest ratably on each of the first three anniversaries of the date of the grant, subject to the director's continued service on such dates.
F2: Includes 2,000 shares of common stock previously held by an irrevocable trust for which the reporting person was both the trustee and beneficiary, which shares were subsequently transferred from such trust to the reporting person's personal account and are now owned directly.
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 20, 2022 Filed May 24, 2022 23:52 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-22-000124 · wf-form4_165343634281380.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,928 F1 · security: Reflects an award of Restricted Stock Units (RSUs) granted pursuant to the issuer's Non-Employee Director Compensation Policy. The RSUs vest on April 30, 2023. Read SEC document |
| May 21, 2021 Filed May 25, 2021 14:36 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-21-000110 · wf-form4_162195337157914.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,646 F1 · security: Reflects an award of Restricted Stock Units (RSUs) granted pursuant to the issuer's Non-Employee Director Compensation Policy. The RSUs vest on April 30, 2022. Read SEC document |
| November 02, 2020 Filed Nov 5, 2020 01:12 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 657 | $30.43 | $19,992.51 |
DisclosureSEC source: 0001649749-20-000188 · wf-form4_160453870214984.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,707 F1 · security: Reflects an award of restricted stock units ("RSUs") granted pursuant to the FB Financial Corporation Non-Employee Director Compensation Policy. The RSUs vest on April 30, 2021. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 21:31 UTC | FB Financial Corp FBK · Entity 4279 | GiftCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-022583 · doc4.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 4,500 Read SEC document |
| May 18, 2018 Filed May 23, 2018 01:05 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-013751 · doc4.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,071 F1 · security: Reflects an award of Restricted Stock Units (RSUs) granted pursuant to the issuer's Independent Director Compensation Policy. The RSUs vest on April 30, 2019. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:08 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | GrantCommon Stock | 6,684 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000022 · edgar.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,160 F1 · shares: Represents a grant of restricted shares of common stock under the MedEquities Realty Trust, Inc. Amended and Restated 2014 Equity Incentive Plan, which shares will vest ratably on each of the first three anniversaries of the date of the grant, subject to the director's continued service on such dates. F2 · balance_after: Includes 2,000 shares of common stock previously held by an irrevocable trust for which the reporting person was both the trustee and beneficiary, which shares were subsequently transferred from such trust to the reporting person's personal account and are now owned directly. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 01:46 UTC | FB Financial Corp FBK · Entity 4279 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-020646 · doc4.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 9,000 Read SEC document |
| May 19, 2017 Filed May 23, 2017 17:02 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034564 · doc4.xml · nonDerivative · entry 2 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,373 F1 · shares: Reflects awards granted pursuant to the issuer's Independent Director Compensation Policy. Read SEC document |
| May 19, 2017 Filed May 23, 2017 17:02 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034564 · doc4.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793 F1 · shares: Reflects awards granted pursuant to the issuer's Independent Director Compensation Policy. F2 · shares: The restricted stock units vest on the last calendar day of the month immediately preceding the issuer's next annual stockholders' meeting. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 18:21 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | GrantCommon Stock | 6,756 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000038 · edgar.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,476 F1 · shares: Represents a grant of restricted shares of common stock under the MedEquities Realty Trust, Inc. Amended and Restated 2014 Equity Incentive Plan, which shares will vest ratably on each of the first three anniversaries of the date of the grant, subject to the director's continued service on such dates. Read SEC document |
| October 04, 2016 Filed Oct 4, 2016 16:42 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | PurchaseCommon Stock | 2,000 | $12.00 | $24,000.00 |
DisclosureSEC source: 0000925421-16-000185 · edgar.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 2,000 F1 · price: These shares were purchased from the underwriters in the initial public offering that closed on October 4, 2016. F2 · ownership.nature: Shares held by an irrevocable trust for which the reporting person is both trustee and beneficiary. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:11 UTC | FB Financial Corp FBK · Entity 4279 | PurchaseCommon Stock | 15,000 | $19.00 | $285,000.00 |
DisclosureSEC source: 0001209191-16-142015 · doc4.xml · nonDerivative · entry 1 McWhorter Stuart C · CIK 0001424592 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 15,000 F1 · kind: Purchased pursuant to the issuer's directed share program in connection with the initial public offering of the issuer's common stock. 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.