Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RENASANT CORPRNST · Entity 4108 | Executive Vice President | March 31, 2020 | April 01, 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.
RENASANT CORP
Report date March 31, 2020 · Filed April 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 18,626.96 |
Reported balance
After 2020-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-31 · Grant · Acquired 7,679.44 · Balance 18,626.96 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 31, 2020 Filed Apr 1, 2020 19:01 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 7,679.44 | $23.50 | $180,466.84 |
DisclosureSEC source: 0000715072-20-000089 · wf-form4_158576768299166.xml · derivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,626.96 Underlying: Common Stock · 7,679.44 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 20, 2020 Filed Mar 23, 2020 13:43 UTC | RENASANT CORP RNST · Entity 4108 | Tax withholdingCommon Stock | 1,934 | $21.26 | $41,116.84 |
DisclosureSEC source: 0000715072-20-000076 · wf-form4_158497098441912.xml · nonDerivative · entry 2 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,988 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 13:43 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-20-000076 · wf-form4_158497098441912.xml · nonDerivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,922 F1 · shares: After the completion of the 2019 1-year performance cycle, this is the number of shares that vested in addition to the target amount previously reported on 1/30/2019. These shares were awarded under the 2011 LTIP. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:54 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-20-000018 · wf-form4_157809565679358.xml · nonDerivative · entry 2 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,675 F2 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest January 1, 2023. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:54 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-20-000018 · wf-form4_157809565679358.xml · nonDerivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,500 F1 · shares: This is the target amount of a performance based restricted stock granted January 1, 2020 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on December 31, 2022. 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 |
| December 31, 2019 Filed Dec 31, 2019 19:48 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 2,870.13 | $35.36 | $101,487.80 |
DisclosureSEC source: 0000715072-19-000212 · wf-form4_157782166558449.xml · derivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,789.15 Underlying: Common Stock · 2,870.13 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 |
| October 01, 2019 Filed Oct 2, 2019 18:47 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 2,545.1 | $34.18 | $86,991.52 |
DisclosureSEC source: 0000715072-19-000176 · wf-form4_157004200364108.xml · derivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,919.02 Underlying: Common Stock · 2,545.1 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 |
| July 01, 2019 Filed Jul 1, 2019 20:32 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 2,868.39 | $35.39 | $101,512.32 |
DisclosureSEC source: 0000715072-19-000148 · wf-form4_156201314954356.xml · derivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,340.36 Underlying: Common Stock · 2,868.39 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 29, 2019 Filed Apr 1, 2019 21:01 UTC | RENASANT CORP RNST · Entity 4108 | GrantPhantom Stock · Derivative | 2,456.93 | $35.41 | $86,999.89 |
DisclosureSEC source: 0000715072-19-000083 · wf-form4_155415247291698.xml · derivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,456.93 Underlying: Common Stock · 2,456.93 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 |
| January 28, 2019 Filed Jan 30, 2019 20:48 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000031 · wf-form4_154888126665406.xml · nonDerivative · entry 3 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,325 F4 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest December 31, 2021. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 20:48 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000031 · wf-form4_154888126665406.xml · nonDerivative · entry 2 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,150 F3 · shares: This is the target amount of a performance based restricted stock granted 01/28/2019 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2021. 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 28, 2019 Filed Jan 30, 2019 20:48 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-19-000031 · wf-form4_154888126665406.xml · nonDerivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,975 F1 · shares: This is the target amount of a performance based restricted stock granted 01/28/2019 under the 2011 LTIP which will be available if certain criteria is met at the end of the performance cycle on 12/31/2019. 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. F2 · balance_after: Includes 280,505 shares distributed from three limited liability companies of which Mr. Morgan was a member. Read SEC document |
| December 10, 2018 Filed Dec 10, 2018 19:51 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 5,785 | $32.90 | $190,326.50 |
DisclosureSEC source: 0000715072-18-000283 · wf-form4_154447149667606.xml · nonDerivative · entry 3 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,295 Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 19:51 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 2,988 | $32.99 | $98,574.12 |
DisclosureSEC source: 0000715072-18-000283 · wf-form4_154447149667606.xml · nonDerivative · entry 2 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,510 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 19:51 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 16,227 | $32.96 | $534,841.92 |
DisclosureSEC source: 0000715072-18-000283 · wf-form4_154447149667606.xml · nonDerivative · entry 1 Morgan Bartow JR · CIK 0001753012 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,522 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.