Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | EVP & Chief HR Officer | May 12, 2020 | May 14, 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.
FIRST HORIZON CORP
Report date May 12, 2020 · Filed May 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 240,809.387 |
Reported balance
After 2020-05-12 transaction · row 1
1 source rowRow 1 · 2020-05-12 · Tax withholding · Disposed 3,184 · Balance 240,809.387 F1: Reflects an estimate of the amount of shares that will be withheld to pay withholding taxes associated with final settlement of performance stock unit award. The award vested previously, but was subject to a mandatory two-year deferral of settlement. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 23,380 |
Reported balance
Holding disclosure · report date 2020-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,380 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an estimate of the amount of shares that will be withheld to pay withholding taxes associated with final settlement of performance stock unit award. The award vested previously, but was subject to a mandatory two-year deferral of settlement.
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 |
|---|---|---|---|---|---|---|
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 1,400 | $19.96 | $27,937.00 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 10 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,642.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 400 | $19.95 | $7,980.40 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 9 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,042.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 1,400 | $19.95 | $27,930.00 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 8 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,442.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 2,800 | $19.95 | $55,846.00 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 7 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,842.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 100 | $19.94 | $1,994.10 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 6 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,642.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 400 | $19.94 | $7,976.40 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 5 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,742.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 1,600 | $19.94 | $31,904.00 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 4 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,142.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 1,200 | $19.94 | $23,922.00 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 3 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,742.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 100 | $19.93 | $1,993.00 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 2 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,942.387 F1 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 28,987 | $10.82 | $313,639.34 |
DisclosureSEC source: 0001127602-17-004064 · form4.xml · nonDerivative · entry 1 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,042.387 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 09, 2016 Filed Nov 10, 2016 21:23 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 42,531 | $0.00 Strike: $11.85 | $0.00 |
DisclosureSEC source: 0001127602-16-066694 · form4.xml · derivative · entry 4 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,531 shares Expires 2018-02-11 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. F1 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 21:23 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 42,531 | $16.00 | $680,496.00 |
DisclosureSEC source: 0001127602-16-066694 · form4.xml · nonDerivative · entry 2 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,055.387 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 21:23 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 42,531 | $11.85 | $503,992.35 |
DisclosureSEC source: 0001127602-16-066694 · form4.xml · nonDerivative · entry 1 Daniel John M · CIK 0001332685 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,586.387 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. F1 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. 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.