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 |
| i3 Verticals, Inc.IIIV · Entity 5604 | Director | February 10, 2026 | February 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.
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 | 5,350 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,490 · Balance 5,350 F1: These shares are subject to restricted stock units. The units vest on the earlier of the one-year anniversary of the grant date or the Company's next annual shareholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are subject to restricted stock units. The units vest on the earlier of the one-year anniversary of the grant date or the Company's next annual shareholders meeting.
i3 Verticals, Inc.
Report date February 10, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 10,372 |
Reported balance
After 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Grant · Acquired 6,496 · Balance 10,372 F1: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.
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 3,860 · 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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 22, 2026 20:14 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 1,490 | $97.33 | $145,021.70 |
DisclosureSEC source: 0001848489-26-000004 · wk-form4_1779480851.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,350 F1 · shares: These shares are subject to restricted stock units. The units vest on the earlier of the one-year anniversary of the grant date or the Company's next annual shareholders meeting. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:44 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantClass A common stock, par value $0.0001 per share | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001848489-26-000003 · wk-form4_1770936255.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,372 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 19:05 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Disposition to issuerPNFP Common Stock | 3,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001115055-26-000068 · wk-form4_1767398701.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 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 22:39 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 3,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001848489-26-000002 · wk-form4_1767652741.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,860 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 · 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"). 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"). 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"). Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 17:43 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000081 · wk-form4_1741041816.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,860 F1 · shares: Represents shares with restrictions that lapse March 1, 2026 based on attendance at Pinnacle Board and Committee meetings to which the above-named director serves. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:56 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantClass A common stock, par value $0.0001 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001728688-25-000065 · wk-form4_1739397383.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Reflects restricted stock units that will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 14:49 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-24-000056 · wk-form4_1709581779.xml · nonDerivative · entry 2 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,159 F2 · shares: Represents shares with restrictions that lapse on March 1, 2025 based on attendance at Pinnacle Board and Committee meetings to which the above-named director serves. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 14:49 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 239 | $82.72 | $19,770.08 |
DisclosureSEC source: 0001115055-24-000056 · wk-form4_1709581779.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,170 F1 · shares: Represents shares withheld to cover taxes due upon the vesting of certain restricted awards. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:41 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 11,508 | $0.00 Strike: $19.22 | $0.00 |
DisclosureSEC source: 0001728688-24-000045 · wk-form4_1707946880.xml · derivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,508 Underlying: Class A common stock, par value $0.0001 per share · 11,508 shares Expires 2034-02-13 F1 · derivative.exercise_date: The options will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:46 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 10,297 | $0.00 Strike: $21.30 | $0.00 |
DisclosureSEC source: 0001209191-23-029827 · doc4.xml · derivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,297 Underlying: Class A common stock, par value $0.0001 per share · 10,297 shares Expires 2033-05-12 F1 · derivative.exercise_date: The options will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 15:20 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004185 · doc1.xml · nonDerivative · entry 2 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409 F2 · shares: Represents shares with restrictions that lapse on March 1, 2024 based on attendance at Pinnacle Board and Committee meetings to which the above-named director serves. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 15:20 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 174 | $74.09 | $12,891.66 |
DisclosureSEC source: 0001567619-23-004185 · doc1.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 F1 · shares: Represents shares withheld to cover taxes due upon the vesting of certain restricted awards. Read SEC document |
| June 21, 2022 Filed Aug 9, 2022 20:32 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 9,141 | $0.00 Strike: $23.65 | $0.00 |
DisclosureSEC source: 0001209191-22-045007 · doc4.xml · derivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,141 Underlying: Class A common stock, par value $0.0001 per share · 9,141 shares Expires 2032-06-21 F1 · derivative.exercise_date: The options will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 14:01 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 790 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-006200 · doc1.xml · nonDerivative · entry 2 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,499 F2 · shares: Represents shares with restrictions that lapse on March 1, 2023 based on attendance at Pinnacle Board and Committee meetings to which the above-named director serves. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 14:01 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 201 | $101.08 | $20,317.08 |
DisclosureSEC source: 0001567619-22-006200 · doc1.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709 F1 · shares: Represents shares withheld to cover taxes due upon the vesting of certain restricted awards. Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 21:46 UTC | i3 Verticals, Inc. IIIV · Entity 5604 | GrantStock Option (Right to Buy) · Derivative | 5,968 | $0.00 Strike: $20.65 | $0.00 |
DisclosureSEC source: 0001209191-21-066808 · doc4.xml · derivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,968 Underlying: Class A common stock, par value $0.0001 per share · 5,968 shares Expires 2031-11-23 F1 · derivative.exercise_date: The options will vest in full on the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 17:09 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 910 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-005404 · doc1.xml · nonDerivative · entry 1 Jenkins Decosta · CIK 0001848489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910 F1 · shares: Represents shares with restrictions that lapse on March 1, 2022 based on attendance at Pinnacle Board and Committee meetings to which the above-named director serves. 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.