Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGIONS FINANCIAL CORPRF · Entity 3186 | SEVP | April 03, 2026 | April 07, 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.
REGIONS FINANCIAL CORP
Report date April 03, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,594 |
Ending reported balance
After 2026-04-03 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-04-03 · Exercise / conversion · Acquired 12,191 · Balance 29,760 F1: Represents the vesting of restricted stock units granted on April 3, 2023 that settle in shares of common stock on a 1-for-1 basis. Row 2 · 2026-04-03 · Exercise / conversion · Acquired 1,752.2817 · Balance 31,512.2817 F2: Represents the vesting of cash dividends on restricted stock units granted on April 3, 2023 that were deemed reinvested in restricted stock units and settle in cash. Row 3 · 2026-04-03 · Disposition to issuer · Disposed 1,752.2817 · Balance 29,760 F3: Represents the disposition of cash dividends that were deemed reinvested in restricted stock units and settle in cash. Row 4 · 2026-04-03 · Grant · Acquired 7,924 · Balance 37,684 F4: Performance share units vested and were settled in shares of common stock at a conversion rate of .65 shares of common stock for each performance share unit. The number of performance share units earned was based on the issuer meeting certain performance thresholds and goals during the period from January 1, 2023 through December 31, 2025. Row 5 · 2026-04-03 · Tax withholding · Disposed 8,090 · Balance 29,594 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 43,348.9682 |
Reported balance
After 2026-04-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-04-03 · Exercise / conversion · Disposed 12,191 · Balance 43,348.9682 F5: Each restricted stock unit represents a contingent right to receive one share of common stock. F1: Represents the vesting of restricted stock units granted on April 3, 2023 that settle in shares of common stock on a 1-for-1 basis. F6: Includes quarterly cash dividends that were reinvested in restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 41,596.6865 |
Reported balance
After 2026-04-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-04-03 · Exercise / conversion · Disposed 1,752.2817 · Balance 41,596.6865 F7: Each restricted stock unit represents a contingent right to receive cash due to cash dividends that have been deemed reinvested in restricted stock units. F2: Represents the vesting of cash dividends on restricted stock units granted on April 3, 2023 that were deemed reinvested in restricted stock units and settle in cash. F6: Includes quarterly cash dividends that were reinvested in restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,404.6557 |
Reported balance
Holding disclosure · report date 2026-04-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,404.6557 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of restricted stock units granted on April 3, 2023 that settle in shares of common stock on a 1-for-1 basis.
F2: Represents the vesting of cash dividends on restricted stock units granted on April 3, 2023 that were deemed reinvested in restricted stock units and settle in cash.
F3: Represents the disposition of cash dividends that were deemed reinvested in restricted stock units and settle in cash.
F4: Performance share units vested and were settled in shares of common stock at a conversion rate of .65 shares of common stock for each performance share unit. The number of performance share units earned was based on the issuer meeting certain performance thresholds and goals during the period from January 1, 2023 through December 31, 2025.
F5: Each restricted stock unit represents a contingent right to receive one share of common stock.
F6: Includes quarterly cash dividends that were reinvested in restricted stock units.
F7: Each restricted stock unit represents a contingent right to receive cash due to cash dividends that have been deemed reinvested in restricted stock units.
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 |
|---|---|---|---|---|---|---|
| October 26, 2016 Filed Oct 28, 2016 20:39 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionStock Option (Right to Buy) · Derivative | 181,935 | $0.00 Strike: $3.29 | $0.00 |
DisclosureSEC source: 0001225208-16-040808 · doc4.xml · derivative · entry 7 Ritter William D. · CIK 0001509493 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 181,935 shares Expires 2019-02-23 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 |
| October 26, 2016 Filed Oct 28, 2016 20:39 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Tax withholdingCommon Stock | 112,525 | $10.73 | $1,207,674.56 |
DisclosureSEC source: 0001225208-16-040808 · doc4.xml · nonDerivative · entry 3 Ritter William D. · CIK 0001509493 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,756 F1 · price: Price per share of shares withheld and sold, representing payment of exercise price of nonqualified options and associated tax liability. Valued at execution price. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 20:39 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | SaleCommon Stock | 69,410 | $10.73 | $744,942.83 |
DisclosureSEC source: 0001225208-16-040808 · doc4.xml · nonDerivative · entry 2 Ritter William D. · CIK 0001509493 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,281 Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 20:39 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionCommon Stock | 181,935 | $3.29 | $598,566.15 |
DisclosureSEC source: 0001225208-16-040808 · doc4.xml · nonDerivative · entry 1 Ritter William D. · CIK 0001509493 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,691 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.