Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | SEVP, Chief Operating Officer | May 12, 2026 | May 14, 2026 |
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Director | November 17, 2025 | November 18, 2025 |
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 | 391,859 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Tax withholding · Disposed 14,175 · Balance 391,859 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 | IndirectSpouse IRA | 265 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 265 |
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.
JACK HENRY & ASSOCIATES INC
Report date November 17, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,220 |
Reported balance
After 2025-11-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-11-17 · Grant · Acquired 1,220 · Balance 1,220 F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof.
F2: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| November 09, 2022 Filed Nov 10, 2022 21:43 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 2,200 | $24.35 | $53,559.00 |
DisclosureSEC source: 0001127602-22-025305 · form4.xml · nonDerivative · entry 3 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,290 Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:43 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 2,931 | $24.34 | $71,340.54 |
DisclosureSEC source: 0001127602-22-025305 · form4.xml · nonDerivative · entry 2 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,490 Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:43 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 5,131 | $19.73 | $101,234.63 |
DisclosureSEC source: 0001127602-22-025305 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,421 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 12, 2022 Filed May 13, 2022 21:12 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 572 | $21.64 | $12,378.08 |
DisclosureSEC source: 0001127602-22-014484 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,290 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of performance stock unit award granted previously. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 22:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 15,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012601 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,862 F1 · shares: Performance stock units granted in 2019. On 4.25.22, the Compensation Committee determined the performance level achieved. Units will vest 5.12.22 and will be settled with shares of common stock when paid on 5.12.24. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 23:45 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 87 | $23.83 | $2,073.21 |
DisclosureSEC source: 0001127602-22-008919 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,819 F1 · shares: Reflects mandatory withholding of additional shares to pay additional withholding taxes associated with vesting on March 2, 2022 of restricted stock unit award granted previously. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 21:53 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 1,364 | $23.83 | $32,504.12 |
DisclosureSEC source: 0001127602-22-008031 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,906 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:32 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 28,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004817 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · SEVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,270 F1 · shares: Grant of restricted stock units which will vest 3/2/2025. Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 21:14 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 29,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027713 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · Sr. EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,332 F1 · shares: Grant of restricted stock units which will vest one-third each year beginning 10/26/24. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:46 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 19,235 | $17.33 | $333,342.55 |
DisclosureSEC source: 0001127602-21-021598 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · Sr. EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,535 F1 · shares: Reflects mandatory withholding of shares to pay required withholding taxes associated with vesting of restricted stock shares. Read SEC document |
| April 26, 2021 Filed Apr 27, 2021 21:15 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 8,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014536 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · Sr. EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,770 F1 · shares: Performance stock units granted in 2018. On 04/26/21, the Compensation Committee determined the performance level achieved. Units will vest May 12, 2021, and will be settled with shares of common stock when paid on May 12, 2023. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:37 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 1,105 | $16.68 | $18,431.40 |
DisclosureSEC source: 0001127602-21-009171 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · Sr. EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,060 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:40 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 34,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005938 · form4.xml · nonDerivative · entry 1 LoCascio Tammy · CIK 0001816974 · Sr. EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,165 F1 · shares: Grant of restricted stock units which will vest March 2, 2024. 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.