Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUSTMARK CORPTRMK · Entity 224 | Executive Officer of | November 06, 2020 | November 10, 2020 |
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.
TRUSTMARK CORP
Report date November 06, 2020 · Filed November 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 14,378 |
Reported balance
After 2020-11-06 transaction · row 1
1 source rowRow 1 · 2020-11-06 · Tax withholding · Disposed 294 · Balance 14,378 F1: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted November 7, 2017. |
| Common stockSEC Table I · non-derivative | IndirectBy Company Sponsored 401k | 16,812 |
Reported balance
Holding disclosure · report date 2020-11-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,812 F2: Includes 489 shares acquired through company-sponsored 401(k) plan between January 1, 2020 and November 9, 2020. The information in this report is based on information provided by the plan administrator as of November 9, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted November 7, 2017.
F2: Includes 489 shares acquired through company-sponsored 401(k) plan between January 1, 2020 and November 9, 2020. The information in this report is based on information provided by the plan administrator as of November 9, 2020.
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 06, 2020 Filed Nov 10, 2020 19:57 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 294 | $22.91 | $6,735.54 |
DisclosureSEC source: 0000036146-20-000071 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,378 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted November 7, 2017. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:33 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-20-000048 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,672 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 18:36 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 608 | $31.88 | $19,383.04 |
DisclosureSEC source: 0000036146-20-000036 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,816 F2 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of performance based restricted stock award. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 18:36 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,753 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-20-000036 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,424 F1 · shares: Reflects 73% vesting of performance based restricted stock award granted on 2/16/17 under the Trustmark Corporation Amended and Restated Stock and Incentive Compensation Plan. The performance period for the award ended on 12/31/19 and vesting of the award was certified by the Human Resources Committee on 2/18/20. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:10 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 410 | $32.15 | $13,181.50 |
DisclosureSEC source: 0000036146-20-000025 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,671 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted on February 16, 2017. Read SEC document |
| April 29, 2019 Filed Apr 29, 2019 20:18 UTC | TRUSTMARK CORP TRMK · Entity 224 | SaleCommon stock | 1,000 | $35.96 | $35,960.00 |
DisclosureSEC source: 0000036146-19-000060 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,081 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:38 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-19-000045 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,081 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:09 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 927 | $33.69 | $31,230.63 |
DisclosureSEC source: 0000036146-19-000033 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,246 F2 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of performance based restricted stock award. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:09 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 3,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-19-000033 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,173 F1 · shares: Reflects 78% vesting of performance based restricted stock award granted on 1/26/16 under the Trustmark Corporation Amended and Restated Stock and Incentive Compensation Plan. The performance period for the award ended on 12/31/18 and vesting of the award was certified by the Human Resources Committee on 2/13/19. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 19:14 UTC | TRUSTMARK CORP TRMK · Entity 224 | SaleCommon stock | 2,500 | $31.50 | $78,757.50 |
DisclosureSEC source: 0000036146-19-000015 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,132 Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 21:16 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 666 | $31.34 | $20,872.44 |
DisclosureSEC source: 0000036146-19-000014 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,632 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted on January 26, 2016. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 13:44 UTC | TRUSTMARK CORP TRMK · Entity 224 | Grantcommon stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-18-000063 · edgar.xml · nonDerivative · entry 3 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Sponsored 401K Disclosed balance after: 15,769 F1 · balance_after: The total includes 320 shares acquired through the company sponsored 401(k) plan since January 26, 2018. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 13:44 UTC | TRUSTMARK CORP TRMK · Entity 224 | Salecommon stock | 100 | $31.66 | $3,166.00 |
DisclosureSEC source: 0000036146-18-000063 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,298 Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 13:44 UTC | TRUSTMARK CORP TRMK · Entity 224 | Salecommon stock | 1,400 | $31.65 | $44,315.74 |
DisclosureSEC source: 0000036146-18-000063 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,398 Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 21:35 UTC | TRUSTMARK CORP TRMK · Entity 224 | Salecommon stock | 200 | $35.41 | $7,082.20 |
DisclosureSEC source: 0000036146-18-000061 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,798 Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 21:35 UTC | TRUSTMARK CORP TRMK · Entity 224 | Salecommon stock | 1,800 | $35.42 | $63,747.00 |
DisclosureSEC source: 0000036146-18-000061 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,998 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:08 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,924 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-18-000052 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,798 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:14 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 768 | $31.82 | $24,437.76 |
DisclosureSEC source: 0000036146-18-000028 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,874 F2 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of performance based restricted stock award. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:14 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 2,471 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-18-000028 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,642 F1 · shares: Reflects 69.5% vesting of performance based restricted stock award granted on 1/27/15 under the Trustmark Corporation Stock and Incentive Compensation Plan. The performance period for the award ended on 12/31/17 and vesting of the award was certified by the Human Resources Committee on 2/14/18. Read SEC document |
| January 27, 2018 Filed Jan 30, 2018 22:22 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 608 | $32.36 | $19,674.88 |
DisclosureSEC source: 0000036146-18-000015 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,171 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted on January 27, 2015. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 15:38 UTC | TRUSTMARK CORP TRMK · Entity 224 | SaleCommon stock | 600 | $33.32 | $19,992.00 |
DisclosureSEC source: 0000036146-17-000065 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,779 Read SEC document |
| November 07, 2017 Filed Nov 21, 2017 20:10 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-17-000064 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 15,343 Read SEC document |
| November 07, 2017 Filed Nov 21, 2017 20:10 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-17-000064 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,379 Read SEC document |
| November 07, 2017 Filed Jan 30, 2018 22:22 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-18-000015 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 15,449 F2 · balance_after: The total includes 106 shares acquired through the company sponsored 401(k) plan as of January 26, 2018. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 18:34 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-17-000063 · edgar.xml · nonDerivative · entry 4 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 15,228 Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 18:34 UTC | TRUSTMARK CORP TRMK · Entity 224 | SaleCommon stock | 400 | $32.03 | $12,812.00 |
DisclosureSEC source: 0000036146-17-000063 · edgar.xml · nonDerivative · entry 3 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,379 Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 18:34 UTC | TRUSTMARK CORP TRMK · Entity 224 | SaleCommon stock | 565 | $31.98 | $18,068.70 |
DisclosureSEC source: 0000036146-17-000063 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,779 Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 18:34 UTC | TRUSTMARK CORP TRMK · Entity 224 | SaleCommon stock | 35 | $32.02 | $1,120.70 |
DisclosureSEC source: 0000036146-17-000063 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,344 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 18:50 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-17-000042 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,379 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:14 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 998 | $33.99 | $33,922.02 |
DisclosureSEC source: 0000036146-17-000029 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,197 F2 · security: Shares withheld to satisfy tax withholding obligations in connection with vesting of performance-based restricted stock award. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:14 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 2,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-17-000029 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,195 F1 · security: Reflects 95.5% vesting of performance based restricted stock award granted on 01/28/2014 under the Trustmark Corporation 2005 Stock & Incentive Plan. The performance period for the award ended on 12/31/16 and vesting of the award was certified by Trustmark's Human Resources Committee on 2/15/17. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 21:52 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 569 | $33.68 | $19,163.92 |
DisclosureSEC source: 0000036146-17-000011 · edgar.xml · nonDerivative · entry 1 Woods Charles Scott · CIK 0001351516 · Executive Officer of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,266 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time-Based Restricted Stock granted on January 28, 2014. F2 · balance_after: The total includes 1 shares acquired through the company's Employee Stock Purchase Plan since December 31, 2015. Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 20:05 UTC | TRUSTMARK CORP TRMK · Entity 224 | Giftcommon stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-16-000213 · edgar.xml · nonDerivative · entry 3 Woods Charles Scott · CIK 0001351516 · Wholly Owned Subsidiary 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for son Disclosed balance after: 1,200 F2 · shares: Reflects gift of 425 shares from reporting person to his son through his spouse as custodian for him. Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 20:05 UTC | TRUSTMARK CORP TRMK · Entity 224 | Giftcommon stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-16-000213 · edgar.xml · nonDerivative · entry 2 Woods Charles Scott · CIK 0001351516 · Wholly Owned Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,834 F2 · shares: Reflects gift of 425 shares from reporting person to his son through his spouse as custodian for him. 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.