Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Director | May 21, 2026 | May 22, 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.
Pinnacle Financial Partners, Inc.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,347 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,490 · Balance 23,347 F1: The Reporting Person has elected to defer these shares pursuant to the Company's director deferred compensation plan. The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. |
| Fixed/Floating Rate Non-Cum Perpetual Preferred Stock Ser ASEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person has elected to defer these shares pursuant to the Company's director deferred compensation plan. The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director.
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 41,735 · 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 313 shares acquired through dividend accruals. |
| Fixed/Floating Rate Non-Cum Perpetual Preferred Stock Ser DSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-01 transaction · row 2
1 source rowRow 2 · 2026-01-01 · Disposition to issuer · Disposed 8,000 · Balance 0 F3: At the Effective Time, each Synovus share of Fixed-to-Floating Non-Cumulative Perpetual Preferred Stock, Series D, no par value, was converted into the right to receive one share of New Pinnacle's Fixed-to-Floating Non-Cumulative Perpetual Preferred Stock, Series A, no par value. |
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 313 shares acquired through dividend accruals.
F3: At the Effective Time, each Synovus share of Fixed-to-Floating Non-Cumulative Perpetual Preferred Stock, Series D, no par value, was converted into the right to receive one share of New Pinnacle's Fixed-to-Floating Non-Cumulative Perpetual Preferred Stock, Series A, no par value.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CatchMark Timber Trust, Inc.
Report date September 14, 2022 · Filed September 15, 2022
Section 16 reporting ended · disclosed 2022-09-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-09-14 transaction · row 1
1 source rowRow 1 · 2022-09-14 · Disposition to issuer · Disposed 8,721 · Balance 0 F1: On 9/14/2022, pursuant to the Agreement and Plan of Merger, dated as of 5/29/2022 (the Merger Agreement), by and among PotlatchDeltic Corporation (PCH), Horizon Merger Sub 2022, LLC (Merger Sub), CatchMark Timber Trust, Inc. (CatchMark) and CatchMark Timber Operating Partnership, L.P. (the Partnership), CatchMark merged with and into Merger Sub (the Company Merger), and each share of CatchMark common stock issued and outstanding immediately prior to the Company Merger effective time was automatically cancelled and converted into the right to receive 0.23 shares of PCH common stock, par value $1.00 per share, without interest, but subject to applicable withholding taxes, plus the right, if any, to receive cash in lieu of fractional shares (the Merger Consideration). On September 13, 2022 (the day prior to the effective time of the Company Merger) the closing price of one share of PCH common stock was $45.80. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-09-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-09-14 · Disposition to issuer · Disposed 14,272 · Balance 0 F2: On 9/14/2022, pursuant to the Merger Agreement, immediately following the Company Merger, the Partnership merged with Merger Sub (the Partnership Merger) and each Common Unit of the Partnership outstanding immediately prior to the Partnership Merger effective time was automatically cancelled and converted into the right to receive the Merger Consideration. Immediately prior to the Partnership Merger effective time, each issued and outstanding vested Partnership LTIP Unit eligible for conversion into a Common Unit prior to or at the Partnership Merger effective time automatically converted into one Common Unit pursuant to the Partnership Agreement and converted into the right to receive the Merger Consideration at the Partnership Merger effective time. |
Filing footnotes · ownership attribution and instrument terms
F1: On 9/14/2022, pursuant to the Agreement and Plan of Merger, dated as of 5/29/2022 (the Merger Agreement), by and among PotlatchDeltic Corporation (PCH), Horizon Merger Sub 2022, LLC (Merger Sub), CatchMark Timber Trust, Inc. (CatchMark) and CatchMark Timber Operating Partnership, L.P. (the Partnership), CatchMark merged with and into Merger Sub (the Company Merger), and each share of CatchMark common stock issued and outstanding immediately prior to the Company Merger effective time was automatically cancelled and converted into the right to receive 0.23 shares of PCH common stock, par value $1.00 per share, without interest, but subject to applicable withholding taxes, plus the right, if any, to receive cash in lieu of fractional shares (the Merger Consideration). On September 13, 2022 (the day prior to the effective time of the Company Merger) the closing price of one share of PCH common stock was $45.80.
F2: On 9/14/2022, pursuant to the Merger Agreement, immediately following the Company Merger, the Partnership merged with Merger Sub (the Partnership Merger) and each Common Unit of the Partnership outstanding immediately prior to the Partnership Merger effective time was automatically cancelled and converted into the right to receive the Merger Consideration. Immediately prior to the Partnership Merger effective time, each issued and outstanding vested Partnership LTIP Unit eligible for conversion into a Common Unit prior to or at the Partnership Merger effective time automatically converted into one Common Unit pursuant to the Partnership Agreement and converted into the right to receive the Merger Consideration at the Partnership Merger effective time.
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 10, 2017 Filed Feb 14, 2017 10:03 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | OtherCommon Stock | 138 | $41.70 | $5,754.60 |
DisclosureSEC source: 0001209191-17-010288 · doc4.xml · nonDerivative · entry 1 BENTSEN TIM E · CIK 0001605853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,714 F1 · kind: Purchased through Issuer's Director Stock Purchase Plan. F2 · balance_after: Includes 22 shares acquired through dividend reinvestment. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 17:40 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | OtherCommon Stock | 160 | $35.98 | $5,756.80 |
DisclosureSEC source: 0001209191-16-149797 · doc4.xml · nonDerivative · entry 1 BENTSEN TIM E · CIK 0001605853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,554 F1 · kind: Purchased through Issuer's Director Stock Purchase Plan. F2 · balance_after: Includes 29 shares acquired through dividend reinvestment. 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.