Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fidelity National Information Services, Inc.FIS · Entity 3247 | CEVP - Chief Risk Officer | November 07, 2022 | November 09, 2022 |
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Director | September 10, 2026 | September 11, 2026 |
| SYNOVUS FINANCIAL CORPSNV · Entity 70670 | Director | January 01, 2026 | January 02, 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.
Fidelity National Information Services, Inc.
Report date November 07, 2022 · Filed November 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,732.0755 |
Ending reported balance
After 2022-11-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-07 · Grant · Acquired 13,747 · Balance 38,131.0755 F1: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount. Row 2 · 2022-11-07 · Tax withholding · Disposed 5,399 · Balance 32,732.0755 F2: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount.
F2: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022.
Pinnacle Financial Partners, Inc.
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,959 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Purchase · Acquired 500 · Balance 4,959 |
SYNOVUS FINANCIAL CORP
Report date January 01, 2026 · Filed January 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 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 5,670 · 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. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., 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 Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2: Includes 79 shares acquired through dividend accruals. |
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. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., 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 Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock").
F2: Includes 79 shares acquired through dividend accruals.
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 24, 2017 Filed Feb 27, 2017 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 16,750 | $0.00 Strike: $58.23 | $0.00 |
DisclosureSEC source: 0001127602-17-008615 · form4.xml · derivative · entry 4 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,499 Underlying: Common Stock · 16,750 shares Expires 2021-11-04 F3 · derivative.exercise_date: On November 4, 2014, the reporting person was granted an option to purchase 50,249 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2015, 2016, and 2017. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 16,750 shares. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 8,222 | $0.00 Strike: $66.18 | $0.00 |
DisclosureSEC source: 0001127602-17-008615 · form4.xml · derivative · entry 3 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,222 Underlying: Common Stock · 8,222 shares Expires 2022-11-05 F2 · derivative.exercise_date: On November 5, 2015, the reporting person was granted an option to purchase 24,667 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 8,222 shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008615 · form4.xml · nonDerivative · entry 2 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,061.2828 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008615 · form4.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,428.2828 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 21:01 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 1,488 | $74.90 | $111,451.20 |
DisclosureSEC source: 0001127602-16-066234 · form4.xml · nonDerivative · entry 2 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,867.321 F2 · shares: Transacted under 10b5-1 Plan. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:01 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 1,076 | $73.92 | $79,537.92 |
DisclosureSEC source: 0001127602-16-066234 · form4.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,355.321 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:16 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,904 | $0.00 Strike: $48.75 | $0.00 |
DisclosureSEC source: 0001127602-16-065897 · form4.xml · derivative · entry 4 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,904 shares Expires 2020-10-31 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. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:16 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 1,104 | $74.43 | $82,165.20 |
DisclosureSEC source: 0001127602-16-065897 · form4.xml · nonDerivative · entry 3 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,431.321 F3 · price: The transaction was executed in multiple trades at prices ranging from $74.40 to $74.43. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:16 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 14,800 | $73.72 | $1,091,026.40 |
DisclosureSEC source: 0001127602-16-065897 · form4.xml · nonDerivative · entry 2 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,535.321 F2 · price: The transaction was executed in multiple trades at prices ranging from $73.30 to $74.26. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:16 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 15,904 | $48.75 | $775,320.00 |
DisclosureSEC source: 0001127602-16-065897 · form4.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Corp EVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,335.321 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: Transacted under 10b5-1 Plan. 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.