Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | Sr. EVP and CFO | July 29, 2021 | July 30, 2021 |
| Live Oak Bancshares, Inc.LOB · Entity 2023 | President | August 25, 2026 | August 26, 2026 |
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.
FIRST HORIZON CORP
Report date July 29, 2021 · Filed July 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 383,208 |
Ending reported balance
After 2021-07-29 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-07-29 · Exercise / conversion · Acquired 22,684 · Balance 405,892 Row 2 · 2021-07-29 · Sale · Disposed 16,100 · Balance 389,792 Row 3 · 2021-07-29 · Sale · Disposed 6,024 · Balance 383,768 Row 4 · 2021-07-29 · Sale · Disposed 560 · Balance 383,208 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.43 · Expires 2026-03-02 | Direct | 22,682 |
Reported balance
After 2021-07-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-07-29 · Exercise / conversion · Disposed 22,684 · Balance 22,682 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 11,028 |
Reported balance
Holding disclosure · report date 2021-07-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,028 |
Live Oak Bancshares, Inc.
Report date August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 263,392 |
Ending reported balance
After 2026-08-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-25 · Exercise / conversion · Acquired 50,000 · Balance 285,613 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. Row 2 · 2026-08-25 · Tax withholding · Disposed 22,221 · Balance 263,392 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2026-08-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-25 · Exercise / conversion · Disposed 50,000 · Balance 100,000 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F2: The RSUs vest in five equal annual installments beginning on August 25, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,264 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,264 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F3: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 35,846 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 35,846 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F4: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,050 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 33,050 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F5: The RSUs vest in five equal annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 36,123 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 36,123 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 52,694 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 52,694 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F7: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.
F2: The RSUs vest in five equal annual installments beginning on August 25, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.
F3: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.
F4: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.
F5: The RSUs vest in five equal annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F7: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date.
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 08, 2018 Filed Feb 9, 2018 21:17 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 9,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004929 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,753 F1 · shares: Grant of restricted stock units which will vest March 2, 2021. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 45,107 | $0.00 Strike: $11.85 | $0.00 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · derivative · entry 11 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,107 shares Expires 2018-02-11 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 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 4,607 | $18.73 | $86,289.11 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 9 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,390 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 9,000 | $18.68 | $168,111.00 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 8 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,997 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 3,400 | $18.63 | $63,352.20 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 7 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,997 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 4,000 | $18.63 | $74,532.00 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 6 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,397 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 5,600 | $18.60 | $104,165.60 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 5 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,397 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 4,600 | $18.60 | $85,560.00 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 4 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,997 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 8,900 | $18.57 | $165,308.60 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 3 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,597 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 5,000 | $18.57 | $92,860.00 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 2 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,497 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 45,107 | $11.85 | $534,517.95 |
DisclosureSEC source: 0001127602-17-028326 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,497 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 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $11.85 | $0.00 |
DisclosureSEC source: 0001127602-17-028236 · form4.xml · derivative · entry 4 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,107 Underlying: Common Stock · 3,500 shares Expires 2018-02-11 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 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 3,500 | $18.51 | $64,767.50 |
DisclosureSEC source: 0001127602-17-028236 · form4.xml · nonDerivative · entry 2 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,390 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 3,500 | $11.85 | $41,475.00 |
DisclosureSEC source: 0001127602-17-028236 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,890 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 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:05 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 5,326 | $17.63 | $93,897.38 |
DisclosureSEC source: 0001127602-17-018099 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,390 F1 · shares: Reflects withholding of shares to pay withholding taxes associated with vesting of performance stock unit award granted previously. Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 22:40 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 12,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015581 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,716 F1 · shares: Performance stock units granted 02/12/14. On 04/24/17, the Compensation Committee determined that certain performance criteria had been achieved, effective 04/25/17. Units will vest 05/12/17, and will be settled with shares of common stock. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:17 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 9,467 | $20.14 | $190,665.38 |
DisclosureSEC source: 0001127602-17-010140 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,023 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:39 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 33,705 | $0.00 Strike: $19.73 | $0.00 |
DisclosureSEC source: 0001127602-17-006071 · form4.xml · derivative · entry 3 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,705 Underlying: Common Stock · 33,705 shares Expires 2024-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2018. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:39 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 16,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006071 · form4.xml · nonDerivative · entry 1 Losch William C III · CIK 0001453279 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,490 F1 · shares: Grant of restricted stock units which will vest March 2, 2020. 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.