Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FB Financial CorpFBK · Entity 4279 | Principal Accounting Officer | March 08, 2021 | March 10, 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.
FB Financial Corp
Report date March 08, 2021 · Filed March 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,122 |
Reported balance
After 2021-03-08 transaction · row 1
1 source rowRow 1 · 2021-03-08 · Tax withholding · Disposed 156 · Balance 5,122 F1: As previously reported, the issuer granted restricted stock units to the reporting person which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 08, 2021, and installment under the grant vested and the issuer withheld 156 shares for tax purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: As previously reported, the issuer granted restricted stock units to the reporting person which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 08, 2021, and installment under the grant vested and the issuer withheld 156 shares for tax purposes.
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 |
|---|---|---|---|---|---|---|
| March 08, 2021 Filed Mar 10, 2021 16:41 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-21-000058 · wf-form4_161541246711575.xml · nonDerivative · entry 1 Smiley Lisa M. · CIK 0001811033 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,122 F1 · shares: As previously reported, the issuer granted restricted stock units to the reporting person which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 08, 2021, and installment under the grant vested and the issuer withheld 156 shares for tax purposes. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:04 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-21-000047 · wf-form4_161481985858981.xml · nonDerivative · entry 1 Smiley Lisa M. · CIK 0001811033 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,278 F1 · shares: As previously reported, the issuer granted restricted stock units to the reporting person which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On March 01, 2021, and installment under the grant vested and the issuer withheld 94 shares for tax purposes. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 18:09 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-21-000039 · wf-form4_161464015953551.xml · nonDerivative · entry 1 Smiley Lisa M. · CIK 0001811033 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,372 F1 · shares: These shares represent restricted stock units granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2020 and will settle in common stock upon vesting. Read SEC document |
| February 21, 2021 Filed Feb 23, 2021 19:38 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-21-000026 · wf-form4_161412708453876.xml · nonDerivative · entry 1 Smiley Lisa M. · CIK 0001811033 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,937 F1 · security: As reported on the reporting person's Form 3 filed on May 4, 2020, the issuer granted restricted stock units (RSUs) pursuant to the issuer's 2016 Incentive Plan, which vest in three approximately equal installments on each of the first three anniversaries of the grant date. On February 21, 2021, an installment under this grant vested and the issuer withheld 77 shares for tax purposes. Read SEC document |
| May 08, 2020 Filed May 12, 2020 17:13 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-20-000128 · wf-form4_158931801661536.xml · nonDerivative · entry 1 Smiley Lisa M. · CIK 0001811033 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,990 F1 · security: Reflects an award of restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan. These RSUs convert on a 1:1 basis into shares of the issuer's common stock. These RSUs will vest fully on May 8, 2021. F1 · shares: Reflects an award of restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan. These RSUs convert on a 1:1 basis into shares of the issuer's common stock. These RSUs will vest fully on May 8, 2021. 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.