Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUSTMARK CORPTRMK · Entity 224 | Executive Officer of Wholly | February 19, 2020 | February 21, 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 February 19, 2020 · Filed February 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 51,812 |
Reported balance
After 2020-02-19 transaction · row 1
1 source rowRow 1 · 2020-02-19 · Grant · Acquired 3,093 · Balance 51,812 |
| Common stockSEC Table I · non-derivative | IndirectBy spouse | 122 |
Reported balance
Holding disclosure · report date 2020-02-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 122 |
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 19, 2020 Filed Feb 21, 2020 19:24 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 3,093 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-20-000043 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,812 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 18:27 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 715 | $31.88 | $22,794.20 |
DisclosureSEC source: 0000036146-20-000031 · edgar.xml · nonDerivative · entry 2 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,719 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 18:27 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 2,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-20-000031 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,434 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 20:02 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 513 | $32.15 | $16,492.95 |
DisclosureSEC source: 0000036146-20-000020 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,244 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 |
| February 14, 2019 Filed Feb 19, 2019 20:28 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 3,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-19-000040 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,757 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 20:58 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 1,113 | $33.69 | $37,496.97 |
DisclosureSEC source: 0000036146-19-000028 · edgar.xml · nonDerivative · entry 2 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,699 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 20:58 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 3,802 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-19-000028 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,812 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 |
| January 26, 2019 Filed Jan 29, 2019 21:07 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 832 | $31.34 | $26,074.88 |
DisclosureSEC source: 0000036146-19-000009 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,010 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 |
| March 07, 2018 Filed Mar 8, 2018 21:33 UTC | TRUSTMARK CORP TRMK · Entity 224 | OtherCommon stock | 19,247 | $33.00 | $635,151.00 |
DisclosureSEC source: 0000036146-18-000054 · edgar.xml · nonDerivative · entry 3 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Sponsored 401k Disclosed balance after: 0 F1 · shares: Consists of 19,247 shares exchanged to diversify participant's investment allocation in the company's 401(k) plan, pursuant to the Third Amendment to the Trustmark 401(k) Plan, which discontinued the investment option to acquire issuer shares. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:02 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 3,207 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-18-000047 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,842 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:09 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 904 | $31.82 | $28,765.28 |
DisclosureSEC source: 0000036146-18-000024 · edgar.xml · nonDerivative · entry 2 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,757 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 22:09 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 3,089 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-18-000024 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,661 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 22:15 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 759 | $32.36 | $24,561.24 |
DisclosureSEC source: 0000036146-18-000011 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,450 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time Based Restricted Stock granted on January 27, 2015. F3 · balance_after: Excludes 122 shares inadvertently included in the filing person's previous filing. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 18:38 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 1,478 | $33.99 | $50,237.22 |
DisclosureSEC source: 0000036146-17-000036 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,331 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:06 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 980 | $33.99 | $33,310.20 |
DisclosureSEC source: 0000036146-17-000024 · edgar.xml · nonDerivative · entry 2 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,853 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 21:06 UTC | TRUSTMARK CORP TRMK · Entity 224 | GrantCommon stock | 2,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000036146-17-000024 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,833 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 21:46 UTC | TRUSTMARK CORP TRMK · Entity 224 | Tax withholdingCommon stock | 569 | $33.68 | $19,163.92 |
DisclosureSEC source: 0000036146-17-000006 · edgar.xml · nonDerivative · entry 1 OUTLAW JAMES M JR · CIK 0001197091 · Executive Officer of Wholly 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,782 F1 · shares: Shares withheld to satisfy tax withholding obligation in connection with vesting of Time-Based Restricted Stock granted on January 28, 2014. 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.