Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PARK NATIONAL CORP /OH/PRK · Entity 4137 | Director | February 01, 2026 | April 13, 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.
PARK NATIONAL CORP /OH/
Report date February 01, 2026 · Filed April 13, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 7,778 |
Reported balance
After 2026-02-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-01 · Other · Acquired 7,778 · Balance 7,778 F1: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. |
| Common SharesSEC Table I · non-derivative | IndirectShares owned through ESOP | 19,288.293 |
Reported balance
After 2026-02-01 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-02-01 · Other · Acquired 19,288.293 · Balance 19,288.293 F1: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. |
| Common SharesSEC Table I · non-derivative | IndirectShares owned by Jolie A. Agee (spouse) | 833 |
Reported balance
After 2026-02-01 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-02-01 · Other · Acquired 833 · Balance 833 F1: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. |
| Common SharesSEC Table I · non-derivative | IndirectShares owned through ESOP of Jolie A. Agee | 412.668 |
Reported balance
After 2026-02-01 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2026-02-01 · Other · Acquired 412.668 · Balance 412.668 F1: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. |
| Common SharesSEC Table I · non-derivative | IndirectShares owned through KSOP | 23.13 |
Reported balance
Holding disclosure · report date 2026-02-01 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 23.13 F2: The number of common shares reported as beneficially acquired under Park's employee stock ownership plan (the "KSOP") since the date of the last reportable transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger.
F2: The number of common shares reported as beneficially acquired under Park's employee stock ownership plan (the "KSOP") since the date of the last reportable transaction.
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 01, 2026 Filed Feb 3, 2026 21:23 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 412.36 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000008 · wk-form4_1770153827.xml · nonDerivative · entry 4 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares owned through ESOP of Jolie A. Agee Disclosed balance after: 412.36 F1 · price: In connection with the merger (the "Merger") of First Citizens Bancshares, Inc. ("FIZN") into Park National Corporation ("Park"), each share of FIZN common stock beneficially owned by the reporting person was converted into the right to receive 0.52 shares of Park common stock. Park's closing price on the effective date of the Merger was $162.94. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:23 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 833.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000008 · wk-form4_1770153827.xml · nonDerivative · entry 3 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares owned by Jolie A. Agee (spouse) Disclosed balance after: 833.56 F1 · price: In connection with the merger (the "Merger") of First Citizens Bancshares, Inc. ("FIZN") into Park National Corporation ("Park"), each share of FIZN common stock beneficially owned by the reporting person was converted into the right to receive 0.52 shares of Park common stock. Park's closing price on the effective date of the Merger was $162.94. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:23 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 19,160.44 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000008 · wk-form4_1770153827.xml · nonDerivative · entry 2 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares owned through ESOP Disclosed balance after: 19,160.44 F1 · price: In connection with the merger (the "Merger") of First Citizens Bancshares, Inc. ("FIZN") into Park National Corporation ("Park"), each share of FIZN common stock beneficially owned by the reporting person was converted into the right to receive 0.52 shares of Park common stock. Park's closing price on the effective date of the Merger was $162.94. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:23 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 7,779.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000008 · wk-form4_1770153827.xml · nonDerivative · entry 1 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,779.72 F1 · price: In connection with the merger (the "Merger") of First Citizens Bancshares, Inc. ("FIZN") into Park National Corporation ("Park"), each share of FIZN common stock beneficially owned by the reporting person was converted into the right to receive 0.52 shares of Park common stock. Park's closing price on the effective date of the Merger was $162.94. Read SEC document |
| February 01, 2026 Filed Apr 13, 2026 20:47 UTC Amendment | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 412.668 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000011 · wk-form4a_1776113243.xml · nonDerivative · entry 4 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares owned through ESOP of Jolie A. Agee Disclosed balance after: 412.668 F1 · price: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. Read SEC document |
| February 01, 2026 Filed Apr 13, 2026 20:47 UTC Amendment | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000011 · wk-form4a_1776113243.xml · nonDerivative · entry 3 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares owned by Jolie A. Agee (spouse) Disclosed balance after: 833 F1 · price: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. Read SEC document |
| February 01, 2026 Filed Apr 13, 2026 20:47 UTC Amendment | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 19,288.293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000011 · wk-form4a_1776113243.xml · nonDerivative · entry 2 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares owned through ESOP Disclosed balance after: 19,288.293 F1 · price: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. Read SEC document |
| February 01, 2026 Filed Apr 13, 2026 20:47 UTC Amendment | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | OtherCommon Shares | 7,778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240889-26-000011 · wk-form4a_1776113243.xml · nonDerivative · entry 1 AGEE JEFF · CIK 0001240889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,778 F1 · price: On February 3, 2026, the reporting person filed a Form 4 to reflect the number of common shares of Park that he reasonably believed were held by him following the Merger. The ESOP trustee and transfer agent provided final allocations, and this amendment is being filed to reflect the correct number of shares that were acquired in the Merger. 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.