Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | SEVP, Chief Banking Officer | May 12, 2026 | May 14, 2026 |
| IBERIABANK CORPIBKC · Entity 106403 | VICE CHAIRMAN, CFO | July 01, 2020 | July 02, 2020 |
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, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 658,235 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Tax withholding · Disposed 17,628 · Balance 658,235 F1: Reflects mandatory withholding of shares to pay withholding taxes associated with payment of performance stock unit award granted previously. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 19,523 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,523 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects mandatory withholding of shares to pay withholding taxes associated with payment of performance stock unit award granted previously.
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 |
Ending reported balance
After 2020-07-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-07-01 · Tax withholding · Disposed 6,393 · Balance 74,056 F1: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS AND RESTRICTED SHARE UNITS. Row 2 · 2020-07-01 · Grant · Acquired 6,431 · Balance 80,487 F2: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING. F3: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Row 3 · 2020-07-01 · Other · Disposed 80,487 · Balance 0 F4: 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 401(K) | 0 |
Reported balance
After 2020-07-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-07-01 · Other · Disposed 4,230.6815 · Balance 0 F5: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING. F4: 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-07-01 · Other · Disposed 826.3667 · Balance 0 F6: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK. F7: 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: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS AND RESTRICTED SHARE UNITS.
F2: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING.
F3: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK.
F4: 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.
F5: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING.
F6: EACH SHARE OF PHANTOM STOCK REPRESENTS THE RIGHT TO RECEIVE THE CASH VALUE OF ONE SHARE OF IBKC COMMON STOCK.
F7: 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.
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 |
|---|---|---|---|---|---|---|
| January 09, 2020 Filed Jan 10, 2020 16:58 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 9,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000326 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,502 F1 · shares: GRANT OF RESTRICTED STOCK AWARDED VIA ISSUER'S 2019 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING WITH THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 16:09 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 17,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-005610 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,376 F1 · shares: CLOSING INCENTIVE AWARD IN THE FORM OF RESTRICTED STOCK ISSUED FROM THE 2019 STOCK INCENTIVE PLAN; THE AWARD SHALL VEST IN FULL ON THE FIRST ANNIVERSARY OF THE CLOSING DATE OF THE MERGER. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 17:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 8,890 | $76.83 | $683,018.70 |
DisclosureSEC source: 0001562180-19-005349 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,743 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 20,000 stock-settled Restricted Stock Awards. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 13:41 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 4.8614 | $73.70 | $358.29 |
DisclosureSEC source: 0001562180-19-005261 · primarydocument.xml · derivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4.8614 Underlying: Common Stock · 4.8614 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 26, 2019 Filed Apr 29, 2019 11:00 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 4.3308 | $78.19 | $338.63 |
DisclosureSEC source: 0001562180-19-002389 · primarydocument.xml · derivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4.3308 Underlying: Common Stock · 4.3308 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, 2019 Filed Mar 4, 2019 11:38 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 3,429 | $78.05 | $267,633.45 |
DisclosureSEC source: 0001562180-19-001560 · primarydocument.xml · nonDerivative · entry 2 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,633 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 11:38 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 7,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001560 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,062 F1 · kind: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING. F2 · price: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 15:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 373 | $78.78 | $29,384.94 |
DisclosureSEC source: 0001562180-19-001360 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,347 Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 11:51 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 542 | $77.03 | $41,750.26 |
DisclosureSEC source: 0001562180-19-001105 · primarydocument.xml · nonDerivative · entry 2 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,720 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 11:51 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 330 | $77.03 | $25,419.90 |
DisclosureSEC source: 0001562180-19-001105 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,262 Read SEC document |
| February 01, 2019 Filed Feb 1, 2019 13:56 UTC | IBERIABANK CORP IBKC · Entity 106403 | SaleCommon Stock | 7,000 | $74.01 | $518,042.00 |
DisclosureSEC source: 0001562180-19-000633 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,592 Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 12:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantStock Options (Right to buy) · Derivative | 4,849 | $70.32 Strike: $70.32 | $340,981.68 |
DisclosureSEC source: 0001562180-19-000292 · primarydocument.xml · derivative · entry 3 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,078 Underlying: Common Stock · 4,849 shares Expires 2029-01-11 F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 33.33% PER YEAR. Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 12:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 2,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000292 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,592 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING WITH THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 10:18 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPERFORMANCE UNITS · Derivative | 463.1514 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-18-000081 · primary_doc.xml · derivative · entry 6 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 463.1514 shares Expires 2018-03-01 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 · derivative.exercise_price: EACH PERFORMANCE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F1 · kind: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. F5 · derivative.expiration_date: ONE-THIRD VESTING ON THE DATE INDICATED. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 10:18 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 228 | $80.40 | $18,331.20 |
DisclosureSEC source: 0000933141-18-000081 · primary_doc.xml · nonDerivative · entry 4 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,648 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 10:18 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-18-000081 · primary_doc.xml · nonDerivative · entry 3 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,876 F3 · kind: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING. F4 · price: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 10:18 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 463.1514 | $80.40 | $37,237.37 |
DisclosureSEC source: 0000933141-18-000081 · primary_doc.xml · nonDerivative · entry 2 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,364 F1 · kind: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 10:18 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 463.1514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-18-000081 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,827 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: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. F2 · price: EACH PERFORMANCE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 11:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 3,789 | $82.20 Strike: $82.20 | $311,455.80 |
DisclosureSEC source: 0000933141-18-000067 · primary_doc.xml · derivative · entry 3 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,491 Underlying: COMMON STOCK · 3,789 shares Expires 2028-02-22 F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 33.33% PER YEAR. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 11:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 2,518 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-18-000067 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,364 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING WITH THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 17:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 510 | $83.10 | $42,381.00 |
DisclosureSEC source: 0000933141-18-000062 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,846 Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 12:31 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 1,117.1575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-18-000053 · primary_doc.xml · derivative · entry 5 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,117.1575 shares Expires 2018-02-19 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 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F3 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 12:31 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 1,117.1575 | $84.30 | $94,176.38 |
DisclosureSEC source: 0000933141-18-000053 · primary_doc.xml · nonDerivative · entry 3 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,356 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 12:31 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 1,117.1575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-18-000053 · primary_doc.xml · nonDerivative · entry 2 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,473 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 PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 12:31 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 396 | $84.30 | $33,382.80 |
DisclosureSEC source: 0000933141-18-000053 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,356 Read SEC document |
| February 18, 2018 Filed Feb 20, 2018 16:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 481 | $84.30 | $40,548.30 |
DisclosureSEC source: 0000933141-18-000044 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,752 Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 14:52 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 332 | $83.55 | $27,738.60 |
DisclosureSEC source: 0000933141-18-000033 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,233 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 11:04 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000108 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,565 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| August 01, 2017 Filed May 3, 2018 13:53 UTC Amendment | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002159 · primarydocument.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · VICE CHAIRMAN, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,648 F1 · shares: EFFECTIVE APRIL 30, 2018, THE COMPENSATION COMMITTEE APPROVED AMENDMENTS TO THE RESTRICTED SHARES GRANTED ON AUGUST 1, 2017. SEE THE COMPANY'S CURRENT REPORT ON FORM 8-K FILED ON MAY 1, 2018. Read SEC document |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionNON-QUALIFIED STOCK OPTIONS · Derivative | 6,567 | $60.10 Strike: $60.10 | $394,676.70 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · derivative · entry 12 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,113 Underlying: COMMON STOCK · 6,567 shares Expires 2020-05-04 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 |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionNON-QUALIFIED STOCK OPTIONS · Derivative | 8,242 | $54.43 Strike: $54.43 | $448,612.06 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · derivative · entry 11 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,680 Underlying: COMMON STOCK · 8,242 shares Expires 2019-12-29 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. Read SEC document |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionINCENTIVE STOCK OPTIONS · Derivative | 1,642 | $60.10 Strike: $60.10 | $98,684.20 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · derivative · entry 10 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,922 Underlying: COMMON STOCK · 1,642 shares Expires 2020-05-04 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 |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionINCENTIVE STOCK OPTIONS · Derivative | 3,258 | $54.43 Strike: $54.43 | $177,332.94 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · derivative · entry 9 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,564 Underlying: COMMON STOCK · 3,258 shares Expires 2019-12-29 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. Read SEC document |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | SaleCOMMON STOCK | 6,567 | $80.32 | $527,469.32 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 7 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,565 Read SEC document |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 6,567 | $60.10 | $394,676.70 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 6 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,132 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 |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | SaleCOMMON STOCK | 8,242 | $80.32 | $662,007.33 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 5 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,565 Read SEC document |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 8,242 | $54.43 | $448,612.06 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 4 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,807 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 |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 1,642 | $60.10 | $98,684.20 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 3 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,565 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 |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 3,258 | $54.43 | $177,332.94 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 2 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,923 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 |
| May 03, 2017 Filed May 4, 2017 12:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | SaleCOMMON STOCK | 4,843 | $80.32 | $388,995.57 |
DisclosureSEC source: 0000933141-17-000087 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,665 Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 13:56 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 273 | $77.40 Strike: $77.40 | $21,130.20 |
DisclosureSEC source: 0000933141-17-000082 · primary_doc.xml · derivative · entry 3 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,822 Underlying: COMMON STOCK · 273 shares Expires 2027-02-15 F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, ONE-THIRD WILL VEST ON FEBRUARY 15, 2018; FEBRUARY 15, 2019 AND FEBRUARY 15, 2020. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 13:56 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000082 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,508 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, ONE-THIRD WILL VEST ON FEBRUARY 15, 2018; FEBRUARY 15, 2019 AND FEBRUARY 15, 2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPERFORMANCE UNITS · Derivative | 455.5798 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · derivative · entry 8 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450.875 Underlying: COMMON STOCK · 455.5798 shares Expires 2018-03-01 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 · derivative.exercise_price: EACH PERFORMANCE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F1 · kind: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. F5 · derivative.exercise_date: ONE-THIRD VESTING ON THE DATE INDICATED AND ON EACH OF THE NEXT TWO ANNIVERSARIES THEREOF. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPERFORMANCE UNITS · Derivative | 587.4087 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · derivative · entry 7 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 587.4087 shares Expires 2017-03-01 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 · derivative.exercise_price: EACH PERFORMANCE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F1 · kind: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. F5 · derivative.exercise_date: ONE-THIRD VESTING ON THE DATE INDICATED AND ON EACH OF THE NEXT TWO ANNIVERSARIES THEREOF. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 932 | $83.80 | $78,101.60 |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · nonDerivative · entry 6 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,305 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 1,943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · nonDerivative · entry 5 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,237 F3 · kind: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING. F4 · price: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 455.5798 | $83.80 | $38,177.59 |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · nonDerivative · entry 4 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,294 F1 · kind: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 455.5798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · nonDerivative · entry 3 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,750 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: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. F2 · price: EACH PERFORMANCE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 587.4087 | $83.80 | $49,224.85 |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · nonDerivative · entry 2 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,294 F1 · kind: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 14:13 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 587.4087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000076 · primary_doc.xml · nonDerivative · entry 1 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,882 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: REPRESENTS SETTLEMENT OF CASH-SETTLED PERFORMANCE UNITS. F2 · price: EACH PERFORMANCE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. 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.