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.
RENASANT CORP
Report date May 15, 2018 · Filed May 15, 2018
Section 16 reporting ended · disclosed 2018-05-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,623 |
Reported balance
After 2018-05-15 transaction · row 1
1 source rowRow 1 · 2018-05-15 · Exercise / conversion · Acquired 2,220 · Balance 40,623 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. |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2018-05-15 | Direct | 6,663 |
Reported balance
After 2018-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-15 · Exercise / conversion · Disposed 2,220 · Balance 6,663 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 |
|---|---|---|---|---|---|---|
| May 15, 2018 Filed May 15, 2018 16:43 UTC | RENASANT CORP RNST · Entity 4108 | Exercise / conversionPhantom Stock · Derivative | 2,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000715072-18-000181 · wf-form4_152640258995602.xml · derivative · entry 2 BROOKS FRANK B · CIK 0001192029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,663 Underlying: Common Stock · 2,220 shares Expires 2018-05-15 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 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 · 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. Read SEC document |
| May 15, 2018 Filed May 15, 2018 16:43 UTC | RENASANT CORP RNST · Entity 4108 | Exercise / conversionCommon Stock | 2,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000715072-18-000181 · wf-form4_152640258995602.xml · nonDerivative · entry 1 BROOKS FRANK B · CIK 0001192029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,623 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 · 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. Read SEC document |
| May 01, 2017 Filed May 3, 2017 21:28 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 812 | $43.10 | $34,997.20 |
DisclosureSEC source: 0000715072-17-000074 · wf-form4_149384688619425.xml · nonDerivative · entry 1 BROOKS FRANK B · CIK 0001192029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,403 F1 · shares: Service-based restricted stock awarded under the 2011 Long Term Incentive Plan. These shares will vest April 24, 2018. 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.