Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HUNTINGTON BANCSHARES INC /MD/HBAN · Entity 3125 | Director | May 01, 2017 | May 02, 2017 |
| Prospector Capital Corp.PRSR · Entity 144033 | Director | January 07, 2021 | January 07, 2021 |
| RENASANT CORPRNST · Entity 4108 | Director | April 28, 2026 | April 30, 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.
HUNTINGTON BANCSHARES INC /MD/
Report date May 01, 2017 · Filed May 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 198,585 |
Reported balance
After 2017-05-01 transaction · row 1
1 source rowRow 1 · 2017-05-01 · Grant · Acquired 8,021 · Balance 198,585 F1: A vested deferred stock unit award - these shares are deliverable to the Reporting Person six months following separation from service as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy Children's Trusts | 1,520 |
Reported balance
Holding disclosure · report date 2017-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,520 |
| Common StockSEC Table I · non-derivative | IndirectBy Corporations | 1,762 |
Reported balance
Holding disclosure · report date 2017-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,762 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 5,499 |
Reported balance
Holding disclosure · report date 2017-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,499 F2: The reporting person is no longer reproting shares held by his mother's trust. It was determined that he never had a beneficial onwership in these shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 6,161 |
Reported balance
Holding disclosure · report date 2017-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,161 |
Filing footnotes · ownership attribution and instrument terms
F1: A vested deferred stock unit award - these shares are deliverable to the Reporting Person six months following separation from service as a director.
F2: The reporting person is no longer reproting shares held by his mother's trust. It was determined that he never had a beneficial onwership in these shares.
Prospector Capital Corp.
Report date January 07, 2021 · Filed January 07, 2021
This filing explicitly reported no securities owned.
RENASANT CORP
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,346 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 2,060 · Balance 12,346 F1: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest April 27, 2027. |
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 12,025 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,025 |
Filing footnotes · ownership attribution and instrument terms
F1: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest April 27, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FIRST BANCSHARES INC /MS/
Report date April 01, 2025 · Filed April 02, 2025
Section 16 reporting ended · disclosed 2025-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Disposition to issuer · Disposed 15,729 · Balance 0 F1: Reflects the disposition of shares of issuer common stock in connection with the merger of the issuer with and into Renasant Corporation, (the Merger), on April 1, 2025. In the Merger, each share of issuer common stock was converted into the right to receive 1.00 share of Renasant common stock. On the effective date of the Merger, the closing price of Renasant common stock was $34.09 per share, and on March 31, 2025, the closing price of the issuer common stock was $33.81 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of shares of issuer common stock in connection with the merger of the issuer with and into Renasant Corporation, (the Merger), on April 1, 2025. In the Merger, each share of issuer common stock was converted into the right to receive 1.00 share of Renasant common stock. On the effective date of the Merger, the closing price of Renasant common stock was $34.09 per share, and on March 31, 2025, the closing price of the issuer common stock was $33.81 per share.
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 30, 2026 18:12 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001139942-26-000002 · wk-form4_1777572753.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,346 F1 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest April 27, 2027. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 17:01 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 2,000 | $34.79 | $69,577.60 |
DisclosureSEC source: 0001139942-25-000009 · wk-form4_1762966866.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,286 Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 19:31 UTC | RENASANT CORP RNST · Entity 4108 | PurchaseCommon Stock | 2,000 | $35.64 | $71,288.60 |
DisclosureSEC source: 0001139942-25-000007 · wk-form4_1754335895.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,286 Read SEC document |
| April 22, 2025 Filed Apr 23, 2025 16:33 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 2,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000715072-25-000161 · wk-form4_1745426029.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,286 F1 · shares: Service-based restricted stock awarded under the 2020 Long Term Incentive Plan. These shares will vest April 28, 2026. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 14:25 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 12,025 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000715072-25-000112 · wk-form4_1743517545.xml · nonDerivative · entry 2 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust Disclosed balance after: 12,025 F2 · price: Received in exchange for 12,025 shares of FBMS's common stock in connection with the Merger. At the Effective Time, each outstanding share of FBMS's common stock converted into the right to receive the Merger Consideration. On March 31, 2025, the last trading day before the Effective Time, the closing price of FBMS's common stock was $33.81 per share and the closing price of Renasant's stock was $33.93 per share. No fractional share payments were made. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 14:25 UTC | RENASANT CORP RNST · Entity 4108 | GrantCommon Stock | 3,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000715072-25-000112 · wk-form4_1743517545.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,704 F1 · price: Received in exchange for 3,704 shares of The First Bancshares, Inc. ("FBMS") common stock in connection with the merger of FBMS with and into Renasant Corporation ("Renasant") effective April 1, 2025 (the "Merger"). At the effective time of the Merger at 12:01 am on April 1, 2025 (the "Effective Time"), each outstanding share of FBMS's common stock converted into the right to receive 1.00 share of Renasant's common stock, with cash payable in lieu of fractional shares (the "Merger Consideration"). On March 31, 2025, the last trading day before the Effective Time, the closing price of FBMS's common stock was $33.81 per share and the closing price of Renasant's stock was $33.93 per share. No fractional share payments were made. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 15:25 UTC | FIRST BANCSHARES INC /MS/ FBMS · Entity 81163 | Disposition to issuerCOMMON STOCK | 15,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001139942-25-000003 · wk-form4_1743621920.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Reflects the disposition of shares of issuer common stock in connection with the merger of the issuer with and into Renasant Corporation, (the Merger), on April 1, 2025. In the Merger, each share of issuer common stock was converted into the right to receive 1.00 share of Renasant common stock. On the effective date of the Merger, the closing price of Renasant common stock was $34.09 per share, and on March 31, 2025, the closing price of the issuer common stock was $33.81 per share. F1 · price: Reflects the disposition of shares of issuer common stock in connection with the merger of the issuer with and into Renasant Corporation, (the Merger), on April 1, 2025. In the Merger, each share of issuer common stock was converted into the right to receive 1.00 share of Renasant common stock. On the effective date of the Merger, the closing price of Renasant common stock was $34.09 per share, and on March 31, 2025, the closing price of the issuer common stock was $33.81 per share. Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 16:17 UTC | FIRST BANCSHARES INC /MS/ FBMS · Entity 81163 | GrantCOMMON STOCK | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001139942-24-000005 · wk-form4_1708031799.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,729 F1 · price: Restricted stock grant, subject to forfeiture, vesting on 2-15-25. F1 · balance_after: Restricted stock grant, subject to forfeiture, vesting on 2-15-25. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 15:01 UTC | FIRST BANCSHARES INC /MS/ FBMS · Entity 81163 | GrantCOMMON STOCK | 1,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001139942-24-000003 · wk-form4_1704398489.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,729 F1 · price: Restricted stock award, subject to forfeiture, vesting on 1-2-25. F1 · balance_after: Restricted stock award, subject to forfeiture, vesting on 1-2-25. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 14:24 UTC | FIRST BANCSHARES INC /MS/ FBMS · Entity 81163 | GrantCOMMON STOCK | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-003413 · doc1.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,025 F1 · price: Restricted stock award, subject to forfeiture, vesting on February 17, 2024 Read SEC document |
| May 01, 2017 Filed May 2, 2017 18:55 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 8,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008821 · doc4.xml · nonDerivative · entry 1 LEVY JONATHAN A · CIK 0001139942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,585 F1 · shares: A vested deferred stock unit award - these shares are deliverable to the Reporting Person six months following separation from service as a director. 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.