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 |
|---|---|---|---|---|---|---|
| February 22, 2017 Filed Feb 23, 2017 12:08 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 537.2527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000066 · primary_doc.xml · derivative · entry 4 Restel Anthony J · CIK 0001318328 · SEVP, CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 537.2527 shares Expires 2017-02-22 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 22, 2017 Filed Feb 23, 2017 12:08 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 537.2527 | $85.60 | $45,988.83 |
DisclosureSEC source: 0000933141-17-000066 · 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: 39,294 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 12:08 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 537.2527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000066 · 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: 39,832 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 22, 2017 Filed Feb 23, 2017 12:08 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 414 | $85.60 | $35,438.40 |
DisclosureSEC source: 0000933141-17-000066 · 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: 39,294 Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 10:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 560 | $85.25 | $47,740.00 |
DisclosureSEC source: 0000933141-17-000045 · 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: 39,708 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 10:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 434 | $85.25 | $36,998.50 |
DisclosureSEC source: 0000933141-17-000045 · 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: 40,268 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 13:19 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 1,095.8893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000056 · 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: 0 Underlying: COMMON STOCK · 1,095.8893 shares Expires 2017-02-19 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, 2017 Filed Feb 22, 2017 13:19 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 1,095.8893 | $85.25 | $93,424.56 |
DisclosureSEC source: 0000933141-17-000056 · 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: 39,708 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 13:19 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 1,095.8893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000056 · 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: 40,804 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 18, 2017 Filed Feb 22, 2017 10:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 529 | $85.25 | $45,097.25 |
DisclosureSEC source: 0000933141-17-000045 · 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: 40,702 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 10:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 536 | $85.25 | $45,694.00 |
DisclosureSEC source: 0000933141-17-000045 · 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: 41,231 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 14:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 2,715 | $85.60 Strike: $85.60 | $232,404.00 |
DisclosureSEC source: 0000933141-17-000028 · 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 · 2,715 shares Expires 2027-02-15 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 15, 2017 Filed Feb 17, 2017 14:45 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 2,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000028 · 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: 41,767 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.