Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BancorpSouth IncBXS · Entity 107251 | Director | May 01, 2017 | May 01, 2017 |
| UNIVERSAL INSURANCE HOLDINGS, INC.UVE · Entity 4820 | Director | June 11, 2026 | June 12, 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.
BancorpSouth Inc
Report date May 01, 2017 · Filed May 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,655 |
Reported balance
After 2017-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-01 · Grant · Acquired 1,655 · Balance 1,655 F1: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted.
UNIVERSAL INSURANCE HOLDINGS, INC.
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,138 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 3,414 · Balance 16,138 F1: These restricted shares will vest on the earlier of (i) June 11, 2027 and (ii) the date of the next annual meeting that is at least 50 weeks after the immediately preceding year's annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted shares will vest on the earlier of (i) June 11, 2027 and (ii) the date of the next annual meeting that is at least 50 weeks after the immediately preceding year's annual meeting.
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 |
|---|---|---|---|---|---|---|
| June 11, 2026 Filed Jun 12, 2026 21:13 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 3,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000891166-26-000066 · wk-form4_1781298818.xml · nonDerivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,138 F1 · shares: These restricted shares will vest on the earlier of (i) June 11, 2027 and (ii) the date of the next annual meeting that is at least 50 weeks after the immediately preceding year's annual meeting. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:17 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0000891166-25-000132 · wk-form4_1753906672.xml · nonDerivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,724 F1 · shares: These restricted shares will vest on July 28, 2026. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 21:39 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000891166-25-000103 · wk-form4_1749850740.xml · nonDerivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,900 F1 · shares: These restricted shares will vest on the earlier of (i) June 12, 2026 and (ii) the date of the next annual meeting that is at least 50 weeks after the immediately preceding year's annual meeting. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:32 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 3,491 | $18.62 | $65,002.42 |
DisclosureSEC source: 0000891166-24-000050 · wk-form4_1718656354.xml · nonDerivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,496 F1 · shares: These restricted shares will vest on the earlier of (i) June 13, 2025 and (ii) the date of the next annual meeting that is at least 50 weeks after the immediately preceding year's annual meeting. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:01 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 4,005 | $0.00 | $0.00 |
DisclosureSEC source: 0000891166-23-000069 · wf-form4_168746767336576.xml · nonDerivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,005 F1 · shares: These shares of restricted stock will vest on the earlier of (i) June 20, 2024 and (ii) the date of the issuer's 2024 annual meeting of stockholders, subject to the reporting person's continued service through that date. Read SEC document |
| May 01, 2017 Filed May 1, 2017 12:48 UTC | BancorpSouth Inc BXS · Entity 107251 | GrantRestricted Stock Units · Derivative | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008629 · doc4.xml · derivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 1,655 shares Expires not disclosed F1 · derivative.exercise_price: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · shares: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · derivative.exercise_date: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · derivative.expiration_date: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 16:36 UTC | BancorpSouth Inc BXS · Entity 107251 | Exercise / conversionRestricted Stock Units · Derivative | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008415 · doc4.xml · derivative · entry 2 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,252 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 · security: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.exercise_price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · shares: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.exercise_date: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.expiration_date: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 16:36 UTC | BancorpSouth Inc BXS · Entity 107251 | Exercise / conversionCommon Stock | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008415 · doc4.xml · nonDerivative · entry 1 Brown Shannon A · CIK 0001556738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,336 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: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. 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.