Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | EVP, Chief Op. & Risk Officer | May 12, 2020 | May 14, 2020 |
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Director | May 19, 2026 | May 22, 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.
FIRST HORIZON CORP
Report date May 12, 2020 · Filed May 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,679 |
Reported balance
After 2020-05-12 transaction · row 1
1 source rowRow 1 · 2020-05-12 · Tax withholding · Disposed 3,335 · Balance 196,679 F1: Reflects an estimate of the amount of shares that will be withheld to pay withholding taxes associated with final settlement of performance stock unit award. The award vested previously, but was subject to a mandatory two-year deferral of settlement. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 4,399 |
Reported balance
Holding disclosure · report date 2020-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,399 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an estimate of the amount of shares that will be withheld to pay withholding taxes associated with final settlement of performance stock unit award. The award vested previously, but was subject to a mandatory two-year deferral of settlement.
Live Oak Bancshares, Inc.
Report date May 19, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,486 |
Reported balance
After 2026-05-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-19 · Grant · Acquired 2,486 · Balance 2,486 F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2: The restricted stock units vest on May 1, 2027. |
| Voting Common StockSEC Table I · non-derivative | Direct | 10,401 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,401 |
| Voting Common StockSEC Table I · non-derivative | IndirectBy Valine Revocable Living Trust | 1,500 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.
F2: The restricted stock units vest on May 1, 2027.
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 19, 2026 Filed May 22, 2026 00:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 2,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001478836-26-000004 · wk-form4_1779408636.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,486 Underlying: Voting Common Stock · 2,486 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2027. F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2027. Read SEC document |
| May 01, 2026 Filed May 5, 2026 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001478836-26-000002 · wk-form4_1778020041.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 2,946 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 1, 2026. F2 · derivative.expiration_date: The restricted stock units vested on May 1, 2026. Read SEC document |
| May 01, 2026 Filed May 5, 2026 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001478836-26-000002 · wk-form4_1778020041.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,401 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 · price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. Read SEC document |
| May 20, 2025 Filed May 21, 2025 22:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000271 · wk-form4_1747865905.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,946 Underlying: Voting Common Stock · 2,946 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2026. F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2026. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000235 · wk-form4_1746481195.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 2,327 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 1, 2025. F2 · derivative.expiration_date: The restricted stock units vested on May 1, 2025. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000235 · wk-form4_1746481195.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,455 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 · price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. Read SEC document |
| May 21, 2024 Filed May 23, 2024 21:35 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 2,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000245 · wk-form4_1716500094.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,327 Underlying: Voting Common Stock · 2,327 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2025. F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2025. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:30 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 3,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000217 · wk-form4_1714768184.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 3,625 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The RSUs vested on May 1, 2024. F2 · derivative.expiration_date: The RSUs vested on May 1, 2024. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:30 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 3,625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000217 · wk-form4_1714768184.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,128 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-038967 · wk-form4_1699997628.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 1,503 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: .The RSUs vested on November 13, 2023. F2 · derivative.expiration_date: .The RSUs vested on November 13, 2023. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-038967 · wk-form4_1699997628.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,503 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. Read SEC document |
| May 16, 2023 Filed May 18, 2023 21:50 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 3,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030768 · doc4.xml · derivative · entry 2 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,625 Underlying: Voting Common Stock · 3,625 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The RSUs vest on May 1, 2024. F2 · derivative.expiration_date: The RSUs vest on May 1, 2024. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 00:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 1,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057182 · doc4.xml · derivative · entry 2 Valine Yousef A. · CIK 0001478836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,503 Underlying: Voting Common Stock · 1,503 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The RSUs vest on November 13, 2023. F2 · derivative.expiration_date: The RSUs vest on November 13, 2023. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:01 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 3,335 | $8.02 | $26,746.70 |
DisclosureSEC source: 0001127602-20-016623 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,679 F1 · shares: Reflects an estimate of the amount of shares that will be withheld to pay withholding taxes associated with final settlement of performance stock unit award. The award vested previously, but was subject to a mandatory two-year deferral of settlement. Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 22:10 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 6,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014619 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,014 F1 · shares: Performance stock units granted in 2017. On 04/27/20, the Compensation Committee determined the performance level achieved. Units will vest 05/12/20, and will be settled with shares of common stock when paid on 05/12/22. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:21 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 4,388 | $14.05 | $61,651.40 |
DisclosureSEC source: 0001127602-20-008977 · form4.xml · nonDerivative · entry 2 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,300 F2 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:21 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 13,779 | $14.05 | $193,594.95 |
DisclosureSEC source: 0001127602-20-008977 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,688 F1 · shares: Reflects mandatory withholding of shares to pay required withholding taxes associated with vesting of restricted stock shares. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:34 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 41,383 | $0.00 Strike: $15.90 | $0.00 |
DisclosureSEC source: 0001127602-20-006996 · form4.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,383 Underlying: Common Stock · 41,383 shares Expires 2027-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2021. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:34 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 10,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006996 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,467 F1 · shares: Grant of restricted stock units which will vest March 2, 2023. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 21:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 28,249 | $0.00 Strike: $11.77 | $0.00 |
DisclosureSEC source: 0001127602-19-032032 · form4.xml · derivative · entry 4 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,249 shares Expires 2021-02-12 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 |
| November 05, 2019 Filed Nov 6, 2019 21:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 28,249 | $17.12 | $483,622.88 |
DisclosureSEC source: 0001127602-19-032032 · form4.xml · nonDerivative · entry 2 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,122 F1 · shares: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 21:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 28,249 | $11.77 | $332,490.73 |
DisclosureSEC source: 0001127602-19-032032 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,371 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: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 20:13 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 38,817 | $0.00 Strike: $10.82 | $0.00 |
DisclosureSEC source: 0001127602-19-026323 · form4.xml · derivative · entry 4 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,817 shares Expires 2020-02-12 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 |
| August 08, 2019 Filed Aug 9, 2019 20:13 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 38,817 | $16.03 | $622,120.06 |
DisclosureSEC source: 0001127602-19-026323 · form4.xml · nonDerivative · entry 2 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,122 F1 · price: Each of the prices reports in Column 4 is a weighted average price. In the aggregate, these shares were sold in multiple transactions at prices ranging from $16.00 to $16.115, inclusive. The reporting person undertakes to provide First Horizon National Corporation, any security holder of First Horizon National Corporation, 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 referenced in this footnote. Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 20:13 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 38,817 | $10.82 | $419,999.94 |
DisclosureSEC source: 0001127602-19-026323 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,939 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 |
| April 22, 2019 Filed Apr 23, 2019 20:25 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 11,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016066 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,122 F1 · shares: Performance stock units granted in 2016. On 04/22/19, the Compensation Committee determined that certain performance criteria had been achieved. Units will vest 05/12/19, and will be settled with shares of common stock when paid on 05/12/21. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 21:26 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 7,450 | $15.56 | $115,922.00 |
DisclosureSEC source: 0001127602-19-009939 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,170 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:35 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 57,031 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001127602-19-005670 · form4.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,031 Underlying: Common Stock · 57,031 shares Expires 2026-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2020. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:35 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 14,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005670 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP, Chief Op. & Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,620 F1 · shares: Grant of restricted stock units which will vest March 2, 2022. Read SEC document |
| October 31, 2018 Filed Oct 31, 2018 20:20 UTC | FIRST HORIZON CORP FHN · Entity 3480 | PurchaseCommon Stock | 3,000 | $16.29 | $48,870.00 |
DisclosureSEC source: 0001127602-18-031409 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,363 Read SEC document |
| April 24, 2018 Filed Apr 30, 2018 20:28 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 9,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015559 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,363 F1 · shares: Performance stock units granted in 2015. On 04/23/18, the Compensation Committee determined that certain performance criteria had been achieved, effective 04/24/18. Units will vest 05/12/18, and will be settled with shares of common stock when paid on 5/12/2020. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:42 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 5,532 | $19.70 | $108,980.40 |
DisclosureSEC source: 0001127602-18-010370 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,352 F1 · shares: Reflects withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 21:30 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 25,013 | $0.00 Strike: $18.69 | $0.00 |
DisclosureSEC source: 0001127602-18-004950 · form4.xml · derivative · entry 3 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,013 Underlying: Common Stock · 25,013 shares Expires 2025-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2019. Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 21:30 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 6,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004950 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,884 F1 · shares: Grant of restricted stock units which will vest March 2, 2021. Read SEC document |
| May 12, 2017 Filed May 15, 2017 20:50 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 3,333 | $17.63 | $58,760.79 |
DisclosureSEC source: 0001127602-17-018084 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,631 F1 · shares: Reflects withholding of shares to pay withholding taxes associated with vesting of performance stock unit award granted previously. Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 22:29 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 7,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015565 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,964 F1 · shares: Performance stock units granted 02/12/14. On 04/24/17, the Compensation Committee determined that certain performance criteria had been achieved, effective 04/25/17. Units will vest 05/12/17, and will be settled with shares of common stock. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:33 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 5,926 | $20.14 | $119,349.64 |
DisclosureSEC source: 0001127602-17-010180 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,020 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 42,531 | $0.00 Strike: $11.85 | $0.00 |
DisclosureSEC source: 0001127602-17-006924 · form4.xml · derivative · entry 4 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,531 shares Expires 2018-02-11 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: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 42,531 | $20.37 | $866,356.47 |
DisclosureSEC source: 0001127602-17-006924 · form4.xml · nonDerivative · entry 2 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,946 F2 · shares: Sale of option shares intended to cover the cost of exercise including taxes and for other purposes. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 42,531 | $11.85 | $503,992.35 |
DisclosureSEC source: 0001127602-17-006924 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,477 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: Option exercise and share sales implemented under a Rule 10b5-1 plan. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:48 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 22,301 | $0.00 Strike: $19.73 | $0.00 |
DisclosureSEC source: 0001127602-17-006016 · form4.xml · derivative · entry 4 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,301 Underlying: Common Stock · 22,301 shares Expires 2024-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2018. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:48 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 11,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006016 · form4.xml · nonDerivative · entry 2 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,946 F1 · shares: Grant of restricted stock units which will vest March 2, 2020. Read SEC document |
| January 23, 2017 Filed Feb 14, 2017 21:48 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006016 · form4.xml · nonDerivative · entry 1 Valine Yousef A. · CIK 0001478836 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,796 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.