Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IBERIABANK CORPIBKC · Entity 106403 | Director | July 01, 2020 | July 02, 2020 |
| LAMAR ADVERTISING CO/NEWLAMR · Entity 3349 | Director | May 14, 2026 | May 18, 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.
IBERIABANK CORP
Report date July 01, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-07-01 transaction · row 1
1 source rowRow 1 · 2020-07-01 · Other · Disposed 11,920 · Balance 0 F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. |
| Common StockSEC Table I · non-derivative | IndirectBy Koerner Capital LLC | 0 |
Reported balance
After 2020-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-07-01 · Other · Disposed 16,500 · Balance 0 F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-07-01 · Other · Disposed 2,744.7049 · Balance 0 F2: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F3: EACH SHARE OF IBKC PHANTOM STOCK REPRESENTED THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK PURSUANT TO THE IBKC NON-QUALIFIED DEFERRED COMPENSATION PLAN (THE "PLAN"). THE PLAN WAS ASSUMED BY FIRST HORIZON AND THE AWARD WAS REPLACED WITH FIRST HORIZON PHANTOM STOCK BASED ON THE MERGER CONVERSION RATIO. |
Filing footnotes · ownership attribution and instrument terms
F1: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES.
F2: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK.
F3: EACH SHARE OF IBKC PHANTOM STOCK REPRESENTED THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK PURSUANT TO THE IBKC NON-QUALIFIED DEFERRED COMPENSATION PLAN (THE "PLAN"). THE PLAN WAS ASSUMED BY FIRST HORIZON AND THE AWARD WAS REPLACED WITH FIRST HORIZON PHANTOM STOCK BASED ON THE MERGER CONVERSION RATIO.
LAMAR ADVERTISING CO/NEW
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,424 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 644 · Balance 34,424 F1: The securities reported were granted pursuant to the Issuer's 1996 Equity Incentive Plan. 322 shares were fully vested on the date of grant, and the remaining 322 shares vest on the last day of the Reporting Person's one-year term as director of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported were granted pursuant to the Issuer's 1996 Equity Incentive Plan. 322 shares were fully vested on the date of grant, and the remaining 322 shares vest on the last day of the Reporting Person's one-year term as director of the Issuer.
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 17, 2018 Filed May 21, 2018 20:12 UTC | LAMAR ADVERTISING CO/NEW LAMR · Entity 3349 | GrantClass A Common Stock | 1,031 | $0.00 | $0.00 |
DisclosureSEC source: 0000908662-18-000120 · edgar.xml · nonDerivative · entry 1 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,472 F1 · shares: The securities reported were granted pursuant to the Issuer's 1996 Equity Incentive Plan. 516 shares were fully vested on the date of grant, and the remaining 515 shares vest on the last day of the Reporting Person's one-year term as director of the Issuer. Read SEC document |
| May 01, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 69.6749 | $75.35 | $5,250.00 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 9 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69.6749 Underlying: Common Stock · 69.6749 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| April 27, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 5.3284 | $75.95 | $404.69 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 8 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5.3284 Underlying: Common Stock · 5.3284 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| April 02, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 68.3149 | $76.85 | $5,250.00 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 7 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68.3149 Underlying: Common Stock · 68.3149 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| March 01, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 65.2985 | $80.40 | $5,250.00 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 6 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65.2985 Underlying: Common Stock · 65.2985 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| February 01, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 60.9402 | $86.15 | $5,250.00 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 5 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60.9402 Underlying: Common Stock · 60.9402 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| January 26, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 3.6877 | $87.00 | $320.83 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 4 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3.6877 Underlying: Common Stock · 3.6877 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| January 02, 2018 Filed Feb 11, 2019 15:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 67.9612 | $77.25 | $5,250.00 |
DisclosureSEC source: 0001562180-19-000873 · primarydocument.xml · derivative · entry 3 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67.9612 Underlying: Common Stock · 67.9612 shares Expires not disclosed F1 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F2 · shares: ACQUISITION OF PHANTOM STOCK PURSUANT TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. F3 · derivative.exercise_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. F3 · derivative.expiration_date: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON DISTRIBUTION. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 11:56 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 1,200 | $78.25 | $93,900.00 |
DisclosureSEC source: 0000933141-17-000098 · primary_doc.xml · nonDerivative · entry 1 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 F1 · shares: RESTRICTED STOCK, AWARDED UNDER THE 2016 STOCK INCENTIVE PLAN. AWARD SHALL BECOME VESTED AND NONFORFEITABLE ON THE FIRST ANNIVERSARY FROM THE DATE OF THIS GRANT. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:09 UTC | LAMAR ADVERTISING CO/NEW LAMR · Entity 3349 | GrantClass A Common Stock | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0000908662-17-000126 · edgar.xml · nonDerivative · entry 1 KOERNER JOHN E III · CIK 0001206664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,441 F1 · shares: The securities reported were granted pursuant to the Issuer's 1996 Equity Incentive Plan. 495 shares were fully vested on the date of grant, and the remaining 495 shares vest on the last day of the Reporting Person's one-year term as director of the Issuer. 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.