Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Director · Chair of the Board | August 13, 2026 | August 17, 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.
Pinnacle Financial Partners, Inc.
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,123 |
Ending reported balance
After 2026-08-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-13 · Sale · Disposed 53,601 · Balance 369,013 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.16. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (2) of this Form 4. Row 2 · 2026-08-14 · Sale · Disposed 66,783 · Balance 302,230 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.09. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (3) of this Form 4. Row 3 · 2026-08-17 · Sale · Disposed 54,107 · Balance 248,123 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.33. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (4) of this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.16. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (2) of this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.09. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (3) of this Form 4.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.33. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (4) of this Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PINNACLE FINANCIAL PARTNERS INC
Report date January 01, 2026 · Filed January 02, 2026
Section 16 reporting ended · disclosed 2026-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PNFP Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Disposition to issuer · Disposed 287,362 · Balance 0 F1: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). |
| PNFP Common StockSEC Table I · non-derivative | Indirect401K | 0 |
Reported balance
After 2026-01-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-01-01 · Disposition to issuer · Disposed 34,605 · Balance 0 F1: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). |
| PNFP Common StockSEC Table I · non-derivative | IndirectIRA | 0 |
Reported balance
After 2026-01-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-01-01 · Disposition to issuer · Disposed 22,000 · Balance 0 F1: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). |
Filing footnotes · ownership attribution and instrument terms
F1: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common 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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 17, 2026 20:49 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | SaleCommon Stock | 54,107 | $108.13 | $5,850,589.91 |
DisclosureSEC source: 0001248768-26-000007 · wk-form4_1786999738.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,123 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.33. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (4) of this Form 4. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 20:49 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | SaleCommon Stock | 66,783 | $108.01 | $7,213,231.83 |
DisclosureSEC source: 0001248768-26-000007 · wk-form4_1786999738.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,230 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.09. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (3) of this Form 4. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:49 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | SaleCommon Stock | 53,601 | $108.10 | $5,794,268.10 |
DisclosureSEC source: 0001248768-26-000007 · wk-form4_1786999738.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,013 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.16. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (2) of this Form 4. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 20:45 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | SaleCommon Stock | 2,737 | $108.01 | $295,623.37 |
DisclosureSEC source: 0001248768-26-000006 · wk-form4_1786394749.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422,614 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.10. The reporting person undertakes to provide to Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the in footnote (2) of this Form 4. Read SEC document |
| May 07, 2026 Filed May 7, 2026 20:31 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GiftCommon Stock | 27,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001248768-26-000005 · wk-form4_1778185895.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,351 Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 18:34 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Disposition to issuerPNFP Common Stock | 22,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001115055-26-000039 · wk-form4_1767396853.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 0 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). F1 · price: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 18:34 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Disposition to issuerPNFP Common Stock | 34,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001115055-26-000039 · wk-form4_1767396853.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · 401K Disclosed balance after: 0 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). F1 · price: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 18:34 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Disposition to issuerPNFP Common Stock | 287,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001115055-26-000039 · wk-form4_1767396853.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). F1 · price: On 11:59 p.m. ET on January 1, 2026 (the Effective Time), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the Merger Agreement), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. (Pinnacle), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation (New Pinnacle), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share (Pinnacle Common Stock), was converted into one share of common stock of New Pinnacle, $1.00 par value per share (New Pinnacle Common Stock). Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:49 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | Tax withholdingCommon Stock | 83,954 | $95.41 | $8,010,051.14 |
DisclosureSEC source: 0001248768-26-000003 · wk-form4_1767653362.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 452,686 F3 · shares: These shares were withheld upon the vesting of performance stock units and restricted stock unites to pay tax withholding obligations. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:49 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 536,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248768-26-000003 · wk-form4_1767653362.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,640 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · kind: At the Effective Time, each performance stock unit ("PSU") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. F1 · shares: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · shares: At the Effective Time, each performance stock unit ("PSU") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. F1 · price: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · price: At the Effective Time, each performance stock unit ("PSU") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. F1 · acquired: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · acquired: At the Effective Time, each performance stock unit ("PSU") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. Read SEC document |
| December 26, 2025 Filed Dec 29, 2025 09:32 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 23,610 | $101.30 | $2,391,693.00 |
DisclosureSEC source: 0001115055-25-000219 · wk-form4_1767018747.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,362 F1 · shares: Represents shares retained by the Company to cover withholding taxes due upon the settlement of 30,000 performance units granted to the reporting person on January 20, 2022, for which the performance criteria had previously been satisfied and which were settled into a like number of shares of Company common stock on December 26, 2025. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 16:16 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000104 · wk-form4_1744921000.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,972 F1 · shares: On Jan. 20, 2022, the reporting person was granted 60,000 performance units eligible to vest at target levels of performance (with vesting of less units possible) based on the performance of Pinnacle Financial Partners, Inc. (the Company) against certain performance metrics compared to a peer group for a performance period that commenced Jan. 1, 2022 & ended Dec. 31, 2024 and so long as the average of the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned (NPA ratio) at December 31, 2022, 2023 & 2024 was not greater than 3.0%. Based on upon the performance of the Company for 2022, 2023 & 2024 and the average of the NPA ratio at December 31, 2022, 2023 & 2024, the reporting person earned 60,000 performance units, which units will settle, unless forfeited in accordance with the terms of the award agreement pursuant to which the units were granted, into a like number of shares of Company common stock in accordance with the terms of the agreement. Read SEC document |
| March 12, 2025 Filed Mar 12, 2025 10:45 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GiftPNFP Common Stock | 3,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000093 · wk-form4_1741790735.xml · nonDerivative · entry 4 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,972 Read SEC document |
| March 12, 2025 Filed Mar 12, 2025 10:45 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 2,000 | $100.63 | $201,260.00 |
DisclosureSEC source: 0001115055-25-000093 · wk-form4_1741790735.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,552 F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices from $100.29 to $101.12. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 10:45 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 14,000 | $99.42 | $1,391,880.00 |
DisclosureSEC source: 0001115055-25-000093 · wk-form4_1741790735.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,552 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 10:45 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 35,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000093 · wk-form4_1741790735.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,552 F1 · shares: On January 20, 2022, the reporting person was granted 47,156 performance units eligible to vest at target levels of performance (with vesting of more or less units possible) based on the performance of Pinnacle Financial Partners, Inc. (the Company) against certain performance metrics compared to peers for a performance period commencing January 1, 2022 and ended December 31, 2024 and so long as the average of the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned (NPA ratio) at December 31, 2022, 2023 and 2024 was not greater than 3.00%. Based upon the performance of the Company for 2022, 2023 and 2024 and the average of the NPA ratio at December 31, 2022, 2023 and 2024 as well as total shareholder return for the Company for the period from January 20, 2022 through January 23, 2025, the reporting person earned 35,577 performance units, which units vested and were settled in shares of Company common stock. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 16:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 3,300 | $113.60 | $374,880.00 |
DisclosureSEC source: 0001115055-25-000046 · wk-form4_1740691511.xml · nonDerivative · entry 5 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,975 F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices from $113.22 to $113.97. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 16:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 6,700 | $112.68 | $754,956.00 |
DisclosureSEC source: 0001115055-25-000046 · wk-form4_1740691511.xml · nonDerivative · entry 4 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,275 F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices from $112.20 to $113.17. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 16:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GiftPNFP Common Stock | 5,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000046 · wk-form4_1740691511.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,975 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 16:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 15,955 | $113.02 | $1,803,234.10 |
DisclosureSEC source: 0001115055-25-000046 · wk-form4_1740691511.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,445 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 16:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 40,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000046 · wk-form4_1740691511.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,400 F1 · shares: On January 23, 2020, the reporting person was granted 70,583 performance units eligible to vest at target levels of performance (with vesting of more or less units possible based on the performance) of Pinnacle Financial Partners, Inc. (the "Company") against certain performance metrics compared to peers for 2020, 2021 and 2022 and so long as the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned ("NPA ratio") at December 31, 2024 was not greater than 3.00%. Based upon the Company's performance for 2020, 2021 and 2022 and the NPA ratio at December 31, 2024, as reflected in the Company's Annual Report on Form 10-K for 2024, the reporting person earned 40,544 performance units, which units vested and were settled in 40,544 shares of Company common stock. As described in footnote 3, a portion of those 40,544 shares of common stock were retained by the Company to cover withholding taxes owed by the reporting person. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| January 23, 2025 Filed Jan 31, 2025 12:15 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 7,725 | $122.34 | $945,076.50 |
DisclosureSEC source: 0001115055-25-000023 · wk-form4_1738343752.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,856 F1 · shares: Represents shares of PNFP Common Stock underlying restricted stock units which shall vest in one-third increments on each of January 31, 2026, January 31, 2027 and January 31, 2028. Read SEC document |
| January 20, 2025 Filed Jan 21, 2025 17:17 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,105 | $119.91 | $132,500.55 |
DisclosureSEC source: 0001115055-25-000011 · wk-form4_1737497828.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,131 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 20, 2022. Read SEC document |
| January 19, 2025 Filed Jan 21, 2025 17:17 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,905 | $119.91 | $228,428.55 |
DisclosureSEC source: 0001115055-25-000011 · wk-form4_1737497828.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,236 F2 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 19, 2023. Read SEC document |
| January 18, 2025 Filed Jan 21, 2025 17:17 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,649 | $119.91 | $197,731.59 |
DisclosureSEC source: 0001115055-25-000011 · wk-form4_1737497828.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,141 F1 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 18, 2024. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 17:24 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 4,533 | $81.64 | $370,062.33 |
DisclosureSEC source: 0001115055-24-000125 · wk-form4_1714425846.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,790 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices from $81.48 to $82.475. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 17:24 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 67,467 | $80.93 | $5,460,090.82 |
DisclosureSEC source: 0001115055-24-000125 · wk-form4_1714425846.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,323 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices from $80.48 to $81.46. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 06:23 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 24,057 | $82.22 | $1,977,966.54 |
DisclosureSEC source: 0001115055-24-000086 · wk-form4_1710411781.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,790 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 06:23 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 61,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-24-000086 · wk-form4_1710411781.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318,847 F1 · shares: On January 21, 2021, the reporting person was granted 74,588 performance units eligible to vest at target levels of performance (with vesting of more or less units possible) based on the performance of Pinnacle Financial Partners, Inc. (the Company) against certain performance metrics compared to peers for a performance period commencing January 1, 2021 and ended December 31, 2023 and so long as the average of the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned (NPA ratio) at December 31, 2021, 2022 and 2023 was not greater than 3.00%. Based upon the performance of the Company for 2021, 2022 and 2023 and the average of the NPA ratio at December 31, 2021, 2022 and 2023 as well as total shareholder return for the Company for the period from January 21, 2021 through January 20, 2024, the reporting person earned 61,135 performance units, which units vested and were settled in shares of Company common stock. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| March 12, 2024 Filed Mar 29, 2024 12:39 UTC Amendment | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 24,057 | $82.22 | $1,977,966.54 |
DisclosureSEC source: 0001115055-24-000097 · wk-form4a_1711730332.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,790 F1 · kind: On March 14, 2024, the reporting person filed a Form 4 which inadvertently utilized an incorrect transaction code associated with the retention by Pinnacle Financial Partners, Inc. of shares of common stock to cover withholding taxes due upon the vesting of performance units and the issuance of common shares in settlement of those units to the reporting person. The appropriate transaction code should have been 'F' rather than 'S'. F2 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 16:03 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 20,750 | $83.28 | $1,728,060.00 |
DisclosureSEC source: 0001115055-24-000033 · wk-form4_1709326979.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,712 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 16:03 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 52,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-24-000033 · wk-form4_1709326979.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,462 F1 · shares: On January 17, 2019, the reporting person was granted 79,758 performance units eligible to vest at target levels of performance (with vesting of more or less units possible based on the performance) of Pinnacle Financial Partners, Inc. (the "Company") against certain performance metrics on an absolute basis for 2019 and 2022 and compared to peers for 2021 and so long as the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned ("NPA ratio") at December 31, 2023 was not greater than 3.00%. Based upon the Company's performance for 2019, 2020 and 2021 and the NPA ratio at December 31, 2023, as reflected in the Company's Annual Report on Form 10-K for 2023, the reporting person earned 52,729 performance units, which units vested and were settled in 52,729 shares of Company common stock. As described in footnote 3, a portion of those 52,729 shares of common stock were retained by the Company to cover withholding taxes owed by the reporting person. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| January 21, 2024 Filed Jan 22, 2024 16:35 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,130 | $85.50 | $96,615.00 |
DisclosureSEC source: 0001115055-24-000014 · wk-form4_1705959286.xml · nonDerivative · entry 4 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,733 F4 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 21, 2021. Read SEC document |
| January 20, 2024 Filed Jan 22, 2024 16:35 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 684 | $85.80 | $58,687.20 |
DisclosureSEC source: 0001115055-24-000014 · wk-form4_1705959286.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,863 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 20, 2022. Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 16:35 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,250 | $83.87 | $104,837.50 |
DisclosureSEC source: 0001115055-24-000014 · wk-form4_1705959286.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,547 F2 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 19, 2023. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 16:35 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 12,162 | $83.87 | $1,020,026.94 |
DisclosureSEC source: 0001115055-24-000014 · wk-form4_1705959286.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,797 F1 · shares: Represents shares of PNFP Common Stock underlying restricted stock units which shall vest in one-third increments on each of January 18, 2025, January 18, 2026 and January 18, 2027. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 12:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 13,681 | $74.93 | $1,025,117.33 |
DisclosureSEC source: 0001567619-23-004124 · doc1.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,635 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 12:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 34,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004124 · doc1.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,316 F1 · shares: On January 24, 2018, the reporting person was granted 58,129 performance units eligible to vest at target levels of performance(with vesting of more or less units possible based on actual performance) based on the extent to which certain ROATA metrics were met for 2018, 2019 and 2020 and so long as the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned ("NPA ratio") at December 31, 2022 was not greater than 3.00%.Based upon the performance of Pinnacle Financial Partners, Inc.(the "Company") for 2018, 2019 and 2020 and the NPA ratio at December 31, 2022, as reflected in the Company's Annual Report on Form 10-K for 2022, the reporting person earned 34,766 performance units, which units vested and were settled in 34,766 shares of Company common stock. As described in footnote 3, a portion of those 34,766 shares of common stock were retained by the Company to cover withholding taxes owed by the reporting person. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| January 21, 2023 Filed Jan 23, 2023 13:04 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,748 | $72.53 | $126,782.44 |
DisclosureSEC source: 0001567619-23-001109 · doc1.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,030 F2 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 21, 2021. Read SEC document |
| January 20, 2023 Filed Jan 23, 2023 13:04 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,105 | $70.25 | $77,626.25 |
DisclosureSEC source: 0001567619-23-001109 · doc1.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,778 F1 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 20, 2022. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 16:15 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 14,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001132 · doc1.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,550 F1 · shares: Represents shares of PNFP Common Stock underlying restricted stock units which shall vest in one-third increments on each of January 19, 2024, January 19, 2025 and January 19, 2026. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 11:37 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 16,089 | $99.05 | $1,593,615.45 |
DisclosureSEC source: 0001567619-22-005980 · doc1.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,883 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 11:37 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 40,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005980 · doc1.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,972 F1 · shares: On January 25, 2017, the reporting person was granted 40,882 performance units eligible to vest at target levels of performance(with vesting of more or less units possible based on actual performance) based on the extent to which certain ROATA metrics were met for 2017, 2018 and 2019 and so long as the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned ("NPA ratio") at December 31, 2021 was not greater than 3.00%.Based upon the performance of Pinnacle Financial Partners, Inc.(the "Company") for 2017, 2018 and 2019 and the NPA ratio at December 31, 2021, as reflected in the Company's Annual Report on Form 10-K for 2021, the reporting person earned 40,882 performance units, which units vested and were settled in 40,882 shares of Company common stock. As described in footnote 3, a portion of those 40,882 shares of common stock were retained by the Company to cover withholding taxes owed by the reporting person. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| January 21, 2022 Filed Jan 21, 2022 17:49 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 1,748 | $104.92 | $183,400.16 |
DisclosureSEC source: 0001567619-22-001449 · doc1.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,090 F2 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 21, 2021. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 17:49 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 8,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-001449 · doc1.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,838 F1 · shares: Represents shares of PNFP Common Stock underlying restricted stock units which shall vest in one-third increments on each of January 20, 2023, January 20, 2024 and January 20, 2025. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 17:06 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GiftPNFP Common Stock | 16,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017156 · doc1.xml · nonDerivative · entry 3 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,417 Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 17:06 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 29,660 | $95.00 | $2,817,700.00 |
DisclosureSEC source: 0001567619-21-017156 · doc1.xml · nonDerivative · entry 5 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Turner 2021 Family Trust Disclosed balance after: 0 F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.00 to $95.12. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 17:06 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 100,000 | $94.24 | $9,424,000.00 |
DisclosureSEC source: 0001567619-21-017156 · doc1.xml · nonDerivative · entry 4 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Turner 2021 Family Trust Disclosed balance after: 29,660 F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.96 to $94.71. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 17:06 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 3,340 | $95.00 | $317,300.00 |
DisclosureSEC source: 0001567619-21-017156 · doc1.xml · nonDerivative · entry 2 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,117 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.98 to $95.05. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 17:06 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 76,000 | $94.24 | $7,162,240.00 |
DisclosureSEC source: 0001567619-21-017156 · doc1.xml · nonDerivative · entry 1 TURNER M TERRY · CIK 0001248768 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,457 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.84 to $94.83. The reporting person undertakes to provide Pinnacle Financial Partners, Inc., any security holder of Pinnacle Financial Partners, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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.