Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UNITED COMMUNITY BANKS INC
Report date June 30, 2019 · Filed March 13, 2020
Section 16 reporting ended · disclosed 2020-03-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 353,965.4 |
Reported balance
After 2019-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-30 · Tax withholding · Disposed 394.6 · Balance 353,965.4 F1: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax withholding obligations upon the release of Restricted Stock Units. The grant of the Restricted Stock Units and the vesting provisions had previously been reported on a Form 4 dated Dec. 6, 2016, Sept. 22, 2017, and Sept. 5, 2018. F2: Includes shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectIndividual Retirement Account | 38,568.1 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,568.1 |
| Common StockSEC Table I · non-derivative | IndirectJeanne Tallent (spouse) | 77 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 77 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for Minor Granchildren | 61 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 61 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax withholding obligations upon the release of Restricted Stock Units. The grant of the Restricted Stock Units and the vesting provisions had previously been reported on a Form 4 dated Dec. 6, 2016, Sept. 22, 2017, and Sept. 5, 2018.
F2: Includes shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| June 30, 2019 Filed Mar 13, 2020 18:51 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 394.6 | $28.56 | $11,269.78 |
DisclosureSEC source: 0000857855-20-000018 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,965.4 F1 · shares: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax withholding obligations upon the release of Restricted Stock Units. The grant of the Restricted Stock Units and the vesting provisions had previously been reported on a Form 4 dated Dec. 6, 2016, Sept. 22, 2017, and Sept. 5, 2018. F2 · balance_after: Includes shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 22:36 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 433 | $28.60 | $12,383.80 |
DisclosureSEC source: 0000857855-19-000013 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,947 F1 · shares: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax withholding obligations upon vesting of performance stock units. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 20:21 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock | 9,509 | $27.61 | $262,543.49 |
DisclosureSEC source: 0000857855-19-000011 · edgar.xml · nonDerivative · entry 2 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,380 F1 · shares: Reflects the satisfaction of performance criteria for previously awarded performance stock units, units of which will vest on February 15, 2019. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 20:21 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock | 8,924 | $26.97 | $240,680.28 |
DisclosureSEC source: 0000857855-19-000011 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,871 F1 · shares: Reflects the satisfaction of performance criteria for previously awarded performance stock units, units of which will vest on February 15, 2019. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:12 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 124 | $25.68 | $3,184.32 |
DisclosureSEC source: 0000857855-18-000056 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,458 F1 · shares: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax obligations upon vesting of Restricted Stock Units. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 18:39 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock | 3,708 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-18-000047 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,023 F1 · shares: Represents grant of Restricted Stock Units, which will vest at 25% on November 15, 2019, and August 15, 2020, 2021, and 2022. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| August 12, 2018 Filed Aug 14, 2018 13:55 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 232.65 | $30.68 | $7,137.70 |
DisclosureSEC source: 0000857855-18-000032 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,315 F1 · shares: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax obligations upon vesting of Restricted Stock Units. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:14 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 287.27 | $31.69 | $9,103.59 |
DisclosureSEC source: 0000857855-18-000017 · edgar.xml · nonDerivative · entry 2 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,856.53 F3 · shares: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax obligations upon vesting of Restricted Stock Units and performance-based Restricted Stock Units. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:14 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock | 9,507 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-18-000017 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,143.8 F1 · shares: Reflects vesting of Performance-based Restricted Stock Units. F2 · balance_after: Includes Restricted Stock Units and shares of United Community Banks, Inc. common stock issuable under its Deferred Compensation Plan. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:56 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock Issuable | 628.3 | $32.17 | $20,212.41 |
DisclosureSEC source: 0000857855-18-000004 · edgar.xml · nonDerivative · entry 2 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,555.7 F3 · shares: Reflects shares of United Community Banks, Inc. common stock withheld to satisfy tax obligations upon vesting of performance-based Restricted Stock Units. F2 · balance_after: Represents shares of United Community Banks, Inc. Common Stock issuable under its Deferred Compensation Plan. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:56 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock Issuable | 23,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-18-000004 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,184 F1 · shares: Reflects vesting of performance-based Restricted Stock Units. F2 · balance_after: Represents shares of United Community Banks, Inc. Common Stock issuable under its Deferred Compensation Plan. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 17:35 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock (RSUs) | 10,198 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-17-000049 · edgar.xml · nonDerivative · entry 2 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,964 F2 · shares: Represents the securities awarded on September 15, 2017 in the form of restricted stock units ("RSUs"). The RSUs were issued to the Reporting Person pursuant to the Plan. Each RSU represents a contingent right to receive one (1) share of the Issuer's common stock. The grant vests in four (4) equal annual installments: February 15, 2019, February 15, 2020, February 15, 2021 and February 15, 2022. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 17:35 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock (PSUs) | 23,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-17-000049 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,247 F1 · shares: Represents the securities awarded on September 15, 2017 in the form of performance-based restricted stock units ("PSUs") that will vest on February 15, 2019, February 15, 2020, February 15, 2021 and February 15, 2022, based on the certification of achievement by the Issuer of certain targeted performance criteria, specifically Return on Assets and Return on Tangible Common Equity. Each PSU represents a contingent right to receive shares of common stock of the Issuer equal to the product of the applicable performance multiple and the target number of shares underlying the PSU, as set forth in the award agreement between the Issuer and the Reporting Person. The PSUs were issued to the Reporting Person pursuant to the Issuer's Amended and Restated 2000 Key Employee Stock Option Plan (the "Plan"). Read SEC document |
| August 12, 2017 Filed Aug 15, 2017 22:51 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 232.65 | $25.80 | $6,002.37 |
DisclosureSEC source: 0000857855-17-000037 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,549 F1 · shares: Represents shares of United Community Banks, Inc. common stock withheld to satisfy tax obligations upon vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:57 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | Tax withholdingCommon Stock | 639 | $29.00 | $18,531.00 |
DisclosureSEC source: 0000857855-17-000005 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,549 F1 · shares: Represents shares of United Community Banks, Inc. common stock withheld to satisfy tax obligations upon vesting of performance-based Restricted Stock Units ("PSUs"). F2 · balance_after: Reflects reclassification of PSUs into Phantom Stock pursuant to the United Community Banks, Inc. Deferred Compensation Plan. Read SEC document |
| January 25, 2017 Filed Feb 14, 2018 19:32 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock Issuable | 23,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-18-000013 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · CHAIRMAN & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,509 F1 · shares: Reflects vesting of performance-based Restricted Stock Units. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 01:28 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock (RSUs) | 10,866 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-16-000091 · edgar.xml · nonDerivative · entry 2 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,666 F2 · shares: Represents a grant of multi-year time based Restricted Stock Units ("RSUs") that were granted in connection with the grant of PSUs. RSUs will vest at 25% on February 15, 2018, and November 15, 2018, 2019 and 2020. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 01:28 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock (PSUs) | 25,353 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-16-000091 · edgar.xml · nonDerivative · entry 1 TALLENT JIMMY C · CIK 0001184723 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,553 F1 · shares: Represents a grant of multi-year performance based Restricted Stock Units ("PSUs"). PSUs will vest at 25% on February 15, 2018, 2019, 2020 and 2021 based upon meeting certain operating performance criteria for each year. The annual operating performance for Threshold, Target and Maximum levels range are 50%, 100% and 150%, respectively, and are based upon meeting or exceeding certain annual operating return on assets and operating return on tangible common equity levels, which are weighted 50/50. If an individual Threshold level is not met, then that portion of the vesting level payable is zero. 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.