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 | 93,883 |
Ending reported balance
After 2026-04-03 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-04-03 · Exercise / conversion · Acquired 17,416 · Balance 95,308 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 2,503.3007 · Balance 97,811.3007 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 2,503.3007 · Balance 95,308 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 11,320 · Balance 106,628 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 12,745 · Balance 93,883 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 64,898.3304 |
Reported balance
After 2026-04-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-03 · Exercise / conversion · Disposed 17,416 · Balance 64,898.3304 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 | 62,395.0297 |
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 2,503.3007 · Balance 62,395.0297 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. |
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 23:10 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 9,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006405 · doc4.xml · derivative · entry 5 Danella Katherine R · CIK 0001749804 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,742 Underlying: Common Stock · 9,940 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock with deemed reinvestment of dividends. F7 · derivative.exercise_date: The restricted stock units will be settled in shares of common stock as of April 1, 2022, subject to a service requirement and performance thresholds and subject to earlier vesting in whole or in part under certain conditions. F7 · derivative.expiration_date: The restricted stock units will be settled in shares of common stock as of April 1, 2022, subject to a service requirement and performance thresholds and subject to earlier vesting in whole or in part under certain conditions. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:10 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPerformance Stock Units (2019) · Derivative | 9,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006405 · doc4.xml · derivative · entry 4 Danella Katherine R · CIK 0001749804 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,940 Underlying: Common Stock · 14,910 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit is the economic equivalent of up to one and one-half shares of Regions Financial Corporation common stock with deemed reinvestment of dividends. F4 · shares: The target number of shares underlying the performance stock units is equal to the number of units. The actual number of underlying shares could range from 0% to 150% of the target amount depending on the level of company achievement of performance thresholds and goals during the performance period from January 1, 2019, through December 31, 2021. F5 · derivative.exercise_date: The performance stock units will be settled in shares of common stock as of April 1, 2022, subject to a service requirement and performance thresholds and goals and subject to earlier vesting in whole or in part under certain conditions. F5 · derivative.expiration_date: The performance stock units will be settled in shares of common stock as of April 1, 2022, subject to a service requirement and performance thresholds and goals and subject to earlier vesting in whole or in part under certain conditions. F4 · derivative.underlying_shares: The target number of shares underlying the performance stock units is equal to the number of units. The actual number of underlying shares could range from 0% to 150% of the target amount depending on the level of company achievement of performance thresholds and goals during the performance period from January 1, 2019, through December 31, 2021. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:10 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Tax withholdingCommon Stock | 4,102 | $14.67 | $60,176.34 |
DisclosureSEC source: 0001225208-19-006405 · doc4.xml · nonDerivative · entry 2 Danella Katherine R · CIK 0001749804 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,146 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:10 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionCommon Stock | 9,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006405 · doc4.xml · nonDerivative · entry 1 Danella Katherine R · CIK 0001749804 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,248 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 · price: The restricted stock units vested and were settled in shares of common stock on a 1-for-1 basis as of April 1, 2019. Read SEC document |
| October 18, 2018 Filed Oct 22, 2018 20:53 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 8,802 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014782 · doc4.xml · derivative · entry 2 Danella Katherine R · CIK 0001749804 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,802 Underlying: Common Stock · 8,802 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock with deemed reinvestment of dividends. F3 · derivative.exercise_date: The restricted stock units will be settled in shares of common stock as of October 18, 2021, subject to a service requirement and subject to earlier vesting in whole or in part under certain conditions. F3 · derivative.expiration_date: The restricted stock units will be settled in shares of common stock as of October 18, 2021, subject to a service requirement and subject to earlier vesting in whole or in part under certain conditions. 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.