Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FB Financial CorpFBK · Entity 4279 | CFO and Secretary | March 16, 2018 | February 04, 2019 |
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.
FB Financial Corp
Report date March 16, 2018 · Filed February 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,326 |
Reported balance
After 2019-01-31 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2019-01-31 · Exercise / conversion · Acquired 9,239 · Balance 21,326 F1: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. |
| Common StockSEC Table I · non-derivative | Direct | 17,242 |
Reported balance
After 2019-01-31 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2019-01-31 · Tax withholding · Disposed 4,084 · Balance 17,242 F4: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. |
| Common StockSEC Table I · non-derivative | Direct | 12,087 |
Reported balance
After 2018-03-16 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2018-03-16 · Tax withholding · Disposed 594 · Balance 12,087 F5: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes. |
| EBI UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-01-31 · Exercise / conversion · Disposed 9,239 · Balance 0 F1: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date.
F2: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price).
F3: The reporting person elected to settle all of these EBI Units for shares of issuer common stock.
F4: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes.
F5: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes.
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 |
|---|---|---|---|---|---|---|
| January 31, 2019 Filed Feb 4, 2019 21:43 UTC | FB Financial Corp FBK · Entity 4279 | Exercise / conversionEBI Units · Derivative | 9,239 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002554 · doc4.xml · derivative · entry 4 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,239 shares Expires not disclosed 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 · derivative.exercise_price: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2 · derivative.exercise_price: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3 · derivative.exercise_price: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · shares: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. F1 · price: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2 · price: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3 · price: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · derivative.exercise_date: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. F1 · derivative.expiration_date: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2 · derivative.expiration_date: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3 · derivative.expiration_date: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · balance_after: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 21:43 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 4,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002554 · doc4.xml · nonDerivative · entry 2 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,242 F4 · kind: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. F4 · shares: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 21:43 UTC | FB Financial Corp FBK · Entity 4279 | Exercise / conversionCommon Stock | 9,239 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002554 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,326 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 · kind: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2 · kind: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3 · kind: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. F4 · shares: All EBI Units held by the reporting person pursuant to the 2012 EBI Plan vested in full as of January 31, 2019. Of the 9,239 shares that vested, the issuer withheld 4,084 shares for tax purposes. F1 · price: The issuer granted these EBI Units (the "2012 EBI Units") to the reporting person pursuant to the FirstBank 2012 Equity Based Incentive Plan (the "2012 EBI Plan"). Prior to the consummation of the issuer's initial public offering (the "IPO"), on or shortly following the vesting date, the reporting person was to receive an amount in cash equal to the fair market value of a share of common stock on the December 31 immediately preceding the payment date. F2 · price: (Continued from footnote 1) Following the consummation of the IPO, however, the issuer permitted participants in the 2012 EBI Plan to elect to receive, for each vested 2012 EBI Unit, either (i) an amount of cash equal to the fair market value of a share of issuer common stock on the December 31 immediately preceding the payment date or (ii) a number of shares of issuer common stock equal to the product obtained from multiplying the number of vested 2012 EBI Units by 1.1268 (determined by dividing $21.4085, the fair market value per 2012 EBI Unit as determined under the 2012 EBI Plan, by $19.00, the IPO price). F3 · price: The reporting person elected to settle all of these EBI Units for shares of issuer common stock. Read SEC document |
| March 16, 2018 Filed Feb 4, 2019 21:43 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 594 | $40.96 | $24,330.24 |
DisclosureSEC source: 0000899243-19-002554 · doc4.xml · nonDerivative · entry 3 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 F5 · kind: On March 16, 2018, approximately a third of the restricted stock units ("RSUs") granted pursuant to the issuer's 2016 Incentive Plan, for the insider's performance during 2016, vested. Of the 2,439 shares that vested, the issuer withheld 594 shares for tax purposes. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 19:00 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 3,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006396 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,681 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the insider's performance in 2017, which RSUs vest in three equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan for the insider's performance in 2017, which RSUs vest in three equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continued employment with the issuer on each such date. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 15:54 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142439 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,774 F1 · kind: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest 100% on September 21, 2021, subject to the reporting person's continued employment with the issuer on such date. F1 · shares: Reflects restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest 100% on September 21, 2021, subject to the reporting person's continued employment with the issuer on such date. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 17:03 UTC | FB Financial Corp FBK · Entity 4279 | PurchaseCommon Stock | 1,600 | $19.00 | $30,400.00 |
DisclosureSEC source: 0001209191-16-142009 · doc4.xml · nonDerivative · entry 1 GORDON JAMES R · CIK 0001166788 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · kind: Purchased pursuant to the issuer's directed share program in connection with the initial public offering of the issuer's common stock. F1 · shares: Purchased pursuant to the issuer's directed share program in connection with the initial public offering of the issuer's common stock. 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.