Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RENASANT CORPRNST · Entity 4108 | Executive Vice President | January 06, 2021 | April 30, 2021 |
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 06, 2021 · Filed April 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,051 |
Ending reported balance
After 2021-04-30 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2021-01-06 · Sale · Disposed 5,000 · Balance 25,115 Row 3 · 2021-04-30 · Sale · Disposed 4,064 · Balance 21,051 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.13 to $42.29. The reporting person undertakes to provide to Renasant Corporation, any security holder of Renasant Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 0 |
Reported balance
After 2021-01-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-01-13 · Sale · Disposed 2 · Balance 0 F1: These shares were erroneously reported as direct in previous filings. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were erroneously reported as direct in previous filings.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.13 to $42.29. The reporting person undertakes to provide to Renasant Corporation, any security holder of Renasant Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth.
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 24, 2018 Filed Mar 7, 2018 23:32 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 4,942 | $44.48 | $219,820.16 |
DisclosureSEC source: 0000715072-18-000074 · wf-form4_152046551762737.xml · nonDerivative · entry 2 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,522 Read SEC document |
| January 24, 2018 Filed Mar 7, 2018 23:32 UTC | RENASANT CORP RNST · Entity 4108 | Exercise / conversionCommon Stock | 7,500 | $17.03 | $127,725.00 |
DisclosureSEC source: 0000715072-18-000074 · wf-form4_152046551762737.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,464 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 |
| January 22, 2018 Filed Jan 23, 2018 21:00 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-18-000030 · wf-form4_151674121626903.xml · nonDerivative · entry 3 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,904 F3 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest December 31, 2020. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 21:00 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-18-000030 · wf-form4_151674121626903.xml · nonDerivative · entry 2 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,804 F2 · shares: This is the target amount of a performance based restricted stock granted 01/22/2018 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2020. 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 22, 2018 Filed Jan 23, 2018 21:00 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-18-000030 · wf-form4_151674121626903.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,704 F1 · shares: This is the target amount of a performance based restricted stock granted 01/22/2018 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2018. 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 |
| June 01, 2017 Filed Jun 1, 2017 19:17 UTC | RENASANT CORP RNST · Entity 4108 | SaleCommon Stock | 5,000 | $39.94 | $199,700.00 |
DisclosureSEC source: 0000715072-17-000106 · wf-form4_149634462803383.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,604 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 15:00 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 180.58 | $41.04 | $7,411.00 |
DisclosureSEC source: 0000715072-17-000036 · wf-form4_149131801221939.xml · derivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,796.24 Underlying: Common Stock · 180.58 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 03, 2017 Filed Mar 6, 2017 18:36 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 1,220 | $42.22 | $51,508.40 |
DisclosureSEC source: 0001209191-17-018185 · doc4.xml · nonDerivative · entry 3 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,882 Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 18:36 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018185 · doc4.xml · nonDerivative · entry 2 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,102 F2 · shares: After the completion of the 2016 performance valuation, this is the adjusted number of shares that vested. These shares were awarded under the 2011 LTIP and were previously reported as performance based restricted stock. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 18:36 UTC | RENASANT CORP RNST · Entity 4108 | OtherCommon Stock (Performance Based Restricted) | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018185 · doc4.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 F1 · shares: Number of shares of restricted stock awarded 1-1-2016 that vested after the performance evaluation. The adjusted number of shares are transfered from restricted stock to direct ownership. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:40 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock ( Service Based Restricted) | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004522 · doc4.xml · nonDerivative · entry 2 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 F2 · shares: 2017 time based restricted stock award under the 2011 LTIP that vested on 12/31/2019. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:40 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock (Performance Based Restricted) | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004522 · doc4.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 F1 · shares: This is the target amount of a performance based restricted stock granted 01/17/2017 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2017. 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 maxium performance objectives. In no event, however, will the number of shares awarded exceed 150% of the number of shares of the target award. The share price will be determined at the close of business on the end of the performance cycle. These shares were awarded under the Renasant Bank 2011 LTIP Plan Read SEC document |
| November 21, 2016 Filed Nov 21, 2016 22:33 UTC | RENASANT CORP RNST · Entity 4108 | SaleCommon Stock | 5,000 | $39.50 | $197,500.00 |
DisclosureSEC source: 0001209191-16-151483 · doc4.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,214 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 17:41 UTC | RENASANT CORP RNST · Entity 4108 | Exercise / conversionCommon Stock | 7,500 | $17.63 | $132,225.00 |
DisclosureSEC source: 0001209191-16-151084 · doc4.xml · nonDerivative · entry 2 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,036 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 |
| November 17, 2016 Filed Nov 18, 2016 17:41 UTC | RENASANT CORP RNST · Entity 4108 | OtherStock Option (Right to Buy) · Derivative | 7,500 | $17.63 Strike: $17.63 | $132,225.00 |
DisclosureSEC source: 0001209191-16-151084 · doc4.xml · derivative · entry 3 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,500 shares Expires 2017-12-31 Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 17:41 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 5,752 | $38.89 | $223,695.28 |
DisclosureSEC source: 0001209191-16-151084 · doc4.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,536 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 19:28 UTC | RENASANT CORP RNST · Entity 4108 | OtherStock Option (Right to Buy) · Derivative | 7,500 | $30.63 Strike: $30.63 | $229,725.00 |
DisclosureSEC source: 0001209191-16-140010 · doc4.xml · derivative · entry 3 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,500 shares Expires 2016-12-31 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 19:28 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 6,913 | $35.45 | $245,065.85 |
DisclosureSEC source: 0001209191-16-140010 · doc4.xml · nonDerivative · entry 2 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,288 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 19:28 UTC | RENASANT CORP RNST · Entity 4108 | Exercise / conversionCommon Stock | 7,500 | $30.63 | $229,725.00 |
DisclosureSEC source: 0001209191-16-140010 · doc4.xml · nonDerivative · entry 1 GRAY JAMES W · CIK 0001196348 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,201 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.