Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRP HOLDINGS, INC.FRPH · Entity 5599 | Director | May 14, 2026 | May 20, 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.
FRP HOLDINGS, INC.
Report date May 14, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,599 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,671 · Balance 17,599 F1: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was awarded shares pursuant to the Company's director compensation arrangements.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TIAA FSB Holdings, Inc.
Report date June 09, 2017 · Filed June 12, 2017
Section 16 reporting ended · disclosed 2017-06-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-06-09 transaction · row 1
1 source rowRow 1 · 2017-06-09 · Disposition to issuer · Disposed 11,830 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration"). |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectHeld through the reporting person's relationship with Surface Investment Partnership, Ltd. | 0 |
Reported balance
After 2017-06-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-06-09 · Disposition to issuer · Disposed 19,257 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration"). |
| Performance-Based Restricted Common Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-09 · Disposition to issuer · Disposed 8,840 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration. F2: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. |
| Restricted Common Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-06-09 · Disposition to issuer · Disposed 10,769 · Balance 0 F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration. F4: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. |
| Restricted Common Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-06-09 · Disposition to issuer · Disposed 13,260 · Balance 0 F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration. F6: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.60 · Expires 2024-03-07 | Direct | 0 |
Reported balance
After 2017-06-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-06-09 · Disposition to issuer · Disposed 28,360 · Balance 0 F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.08 · Expires 2025-03-09 | Direct | 0 |
Reported balance
After 2017-06-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-06-09 · Disposition to issuer · Disposed 32,552 · Balance 0 F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option. F8: 32,552 Company Stock Options, which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration").
F2: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
F3: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration.
F4: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.
F6: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.
F8: 32,552 Company Stock Options, which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
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 14, 2026 Filed May 20, 2026 20:11 UTC | FRP HOLDINGS, INC. FRPH · Entity 5599 | GrantCommon Stock | 4,671 | $21.41 | $100,006.11 |
DisclosureSEC source: 0001546536-26-000004 · primary_doc.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,599 F1 · security: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:06 UTC | FRP HOLDINGS, INC. FRPH · Entity 5599 | GrantCommon Stock | 3,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000844059-25-000026 · primary_doc.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,928 F1 · security: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. Read SEC document |
| May 08, 2024 Filed May 10, 2024 14:41 UTC | FRP HOLDINGS, INC. FRPH · Entity 5599 | GrantCommon Stock | 3,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000150 · primary_doc.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,278 F1 · security: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. F2 · balance_after: The reporting person's holdings have been adjusted to reflect the two-for-one stock split effected April 12, 2024. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:02 UTC | FRP HOLDINGS, INC. FRPH · Entity 5599 | GrantCommon Stock | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-23-000210 · primary_doc.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,026 F1 · shares: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. Read SEC document |
| May 16, 2022 Filed May 17, 2022 17:12 UTC | FRP HOLDINGS, INC. FRPH · Entity 5599 | GrantCommon Stock | 1,296 | $57.86 | $74,986.56 |
DisclosureSEC source: 0001474506-22-000047 · primary_doc.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 F1 · shares: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 32,552 | Not disclosed Strike: $18.08 | Not disclosed |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · derivative · entry 7 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 32,552 shares Expires 2025-03-09 F7 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option. F8 · derivative.exercise_date: 32,552 Company Stock Options, which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 28,360 | Not disclosed Strike: $18.60 | Not disclosed |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · derivative · entry 6 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 28,360 shares Expires 2024-03-07 F7 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerRestricted Common Stock Unit · Derivative | 13,260 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · derivative · entry 5 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 13,260 shares Expires not disclosed F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration. F6 · derivative.exercise_date: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. F6 · derivative.expiration_date: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerRestricted Common Stock Unit · Derivative | 10,769 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · derivative · entry 4 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 10,769 shares Expires not disclosed F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration. F4 · derivative.exercise_date: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. F4 · derivative.expiration_date: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerPerformance-Based Restricted Common Stock Unit · Derivative | 8,840 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · derivative · entry 3 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 8,840 shares Expires not disclosed F3 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration. F2 · derivative.exercise_date: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. F2 · derivative.expiration_date: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerCommon Stock, par value $0.01 per share | 19,257 | $19.50 | $375,511.50 |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · nonDerivative · entry 2 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held through the reporting person's relationship with Surface Investment Partnership, Ltd. Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration"). Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 19:41 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Disposition to issuerCommon Stock, par value $0.01 per share | 11,830 | $19.50 | $230,685.00 |
DisclosureSEC source: 0000950103-17-005693 · dp77237_4-surface.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration"). Read SEC document |
| March 29, 2017 Filed Apr 3, 2017 17:48 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionPerformance Units · Derivative | 4,420 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024252 · doc4.xml · derivative · entry 3 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,830 Underlying: Common Stock, par value $0.01 per share · 4,420 shares Expires 2017-03-29 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. F2 · balance_after: The performance units will be settled in shares of EVER common stock upon the achievement of certain performance goals. On March 29, 2018, 4420 performance units will vest and convert to shares of common stock if the second performance goal is achieved. On March 29, 2019, up to 21830 performance units may vest and convert to shares of common stock (less the shares that previously vested in 2018) if the third performance goal is achieved. Read SEC document |
| March 29, 2017 Filed Apr 3, 2017 17:48 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 4,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024252 · doc4.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,830 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 · kind: Settlement of performance units granted on March 29, 2016. Each performance unit represents the right to receive one share of common stock. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 16:30 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionRestricted Common Stock Unit · Derivative | 10,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019621 · doc4.xml · derivative · entry 4 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 10,200 shares Expires 2017-03-07 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 |
| March 07, 2017 Filed Mar 9, 2017 16:30 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Tax withholdingCommon Stock, par value $0.01 per share | 2,790 | $19.44 | $54,237.60 |
DisclosureSEC source: 0001209191-17-019621 · doc4.xml · nonDerivative · entry 2 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,410 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 16:30 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019621 · doc4.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 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 22, 2016 Filed Dec 22, 2016 15:58 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | GiftCommon Stock, par value $0.01 per share | 15,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156470 · doc4.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 17, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 35,252 | $19.32 | $681,068.64 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 10 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,359 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 23,240 | $16.71 Strike: $16.71 | $388,340.40 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · derivative · entry 15 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 23,240 shares Expires 2023-03-06 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 183,333 | $15.88 Strike: $15.88 | $2,911,328.04 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · derivative · entry 14 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 183,333 shares Expires 2018-07-20 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 29,182 | $13.83 Strike: $13.83 | $403,587.06 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · derivative · entry 13 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 29,182 shares Expires 2022-02-27 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 55,485 | $13.21 Strike: $13.21 | $732,956.85 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · derivative · entry 12 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 55,485 shares Expires 2018-07-20 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 178,748 | $19.32 | $3,454,144.23 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 9 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,611 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.32 to $19.33, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 23,240 | $19.32 | $448,952.64 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 8 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.31 to $19.33, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 23,240 | $16.71 | $388,340.40 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 7 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,599 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 183,333 | $19.32 | $3,541,645.23 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 6 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.31 to $19.33, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 183,333 | $15.88 | $2,911,328.04 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 5 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,692 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 29,182 | $19.32 | $563,740.79 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 4 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.31 to $19.33, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 29,182 | $13.88 | $405,046.16 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 3 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,541 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 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 55,485 | $19.32 | $1,071,864.78 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 2 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.31 to $19.33, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:40 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 55,485 | $13.21 | $732,956.85 |
DisclosureSEC source: 0001209191-16-150896 · doc4.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,844 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 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,666 | $13.21 Strike: $13.21 | $180,527.86 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · derivative · entry 15 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,818 Underlying: Common Stock, par value $0.01 per share · 32,484 shares Expires 2018-07-20 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 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 114,183 | $13.21 Strike: $13.21 | $1,508,357.43 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · derivative · entry 14 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,484 Underlying: Common Stock, par value $0.01 per share · 146,667 shares Expires 2018-07-20 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 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 183,333 | $10.55 Strike: $10.55 | $1,934,163.15 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · derivative · entry 13 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 183,333 shares Expires 2018-07-20 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 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,484 | $8.55 Strike: $8.55 | $21,238.20 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · derivative · entry 12 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 2,484 shares Expires 2018-07-20 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 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 13,666 | $19.33 | $264,167.88 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 8 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.33 to $19.335, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 13,666 | $13.21 | $180,527.86 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 7 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,025 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 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 300,000 | $19.30 | $5,791,350.00 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 6 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.30 to $19.33, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 300,000 | $11.55 | $3,463,770.00 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 5 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,359 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. F2 · price: The exercise price reported in Column 4 is a weighted average price. These shares were exercised from multiple option grants at prices ranging from $8.55, 10.55 and $13.21. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 28,179 | $8.55 Strike: $8.55 | $240,930.45 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · derivative · entry 11 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,484 Underlying: Common Stock, par value $0.01 per share · 30,663 shares Expires 2018-07-20 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 14, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 28,179 | $19.34 | $544,922.68 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 4 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.33 to $19.36, inclusive. The reporting person undertakes to provide to EverBank Financial Corp, any security holder of EverBank Financial Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this Form 4. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 28,179 | $8.55 | $240,930.45 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 3 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,498 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 11, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 79,377 | $8.55 Strike: $8.55 | $678,673.35 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · derivative · entry 10 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,663 Underlying: Common Stock, par value $0.01 per share · 110,000 shares Expires 2018-07-20 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 11, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | SaleCommon Stock, par value $0.01 per share | 79,377 | $19.33 | $1,534,357.41 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 2 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,359 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 17:50 UTC | TIAA FSB Holdings, Inc. EVER · Entity 175273 | Exercise / conversionCommon Stock, par value $0.01 per share | 79,377 | $8.55 | $678,673.35 |
DisclosureSEC source: 0001209191-16-150279 · doc4.xml · nonDerivative · entry 1 Surface John S · CIK 0001546536 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,736 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.