Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FB Financial CorpFBK · Entity 4279 | Chief Risk Officer | April 01, 2026 | April 03, 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.
FB Financial Corp
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,067 |
Reported balance
After 2026-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 761 · Balance 15,067 F1: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on April 1, 2026. The issuer withheld 761 shares for tax purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on April 1, 2026. The issuer withheld 761 shares for tax purposes.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cadence Bancorporation
Report date October 29, 2021 · Filed November 01, 2021
Section 16 reporting ended · disclosed 2021-11-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 1
1 source rowRow 1 · 2021-10-29 · Disposition to issuer · Disposed 5,435 · Balance 0 F1: Disposed of in connection with this Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("CADE"), dated April 12, 2021 and amended as of May 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of BXS's common stock par value $2.50 per share (the "Exchange Ratio"). The opening price of the BXS's common stock on the NYSE on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence Common Stock. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2022-04-01 | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-29 · Disposition to issuer · Disposed 2,425 · Balance 0 F2: Represents time-vested restricted stock units each convertible into one share of Common stock under the Amended and Restated Cadence Bancorporation 2015 Omnibus Incentive Plan (the "Plan"). Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence time-vested restricted stock unit automatically converted into a BXS time-vested restricted stock unit convertible into shares of BXS common stock based on the Exchange Ratio. Each BXS time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding Cadence time-vested restricted stock unit immediately prior to the effective time of the Merger. F3: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,697 shares of BXS common stock. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Conversion / exercise price $2,426.00 · Expires 2023-04-01 | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-29 · Disposition to issuer · Disposed 2,426 · Balance 0 F4: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,698 shares of BXS common stock. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2024-04-01 | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-29 · Disposition to issuer · Disposed 1,905 · Balance 0 F2: Represents time-vested restricted stock units each convertible into one share of Common stock under the Amended and Restated Cadence Bancorporation 2015 Omnibus Incentive Plan (the "Plan"). Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence time-vested restricted stock unit automatically converted into a BXS time-vested restricted stock unit convertible into shares of BXS common stock based on the Exchange Ratio. Each BXS time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding Cadence time-vested restricted stock unit immediately prior to the effective time of the Merger. F5: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,333 shares of BXS common stock. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2023-03-31 | Direct | 2,575 |
Reported balance
After 2021-10-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-10-29 · Grant · Acquired 2,575 · Balance 2,575 F6: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2024-03-31 | Direct | 4,961 |
Reported balance
After 2021-10-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-10-29 · Grant · Acquired 2,386 · Balance 4,961 F6: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2023-03-31 | Direct | 2,386 |
Reported balance
After 2021-10-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-10-29 · Disposition to issuer · Disposed 2,575 · Balance 2,386 F6: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. F7: These performance share units were replaced with BXS restricted stock units convertible into an aggregate 1,802 shares of BXS common Stock. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2024-03-31 | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-10-29 · Disposition to issuer · Disposed 2,386 · Balance 0 F6: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. F8: These performance share units were replaced with BXS restricted stock units convertible into an aggregate 1,669 shares of BXS common stock. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2024-10-29 | Direct | 4,737 |
Reported balance
After 2021-10-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-10-29 · Grant · Acquired 4,737 · Balance 4,737 F9: Represents the grant of time vesting retention restricted stock pursuant to the Plan. The units vest on October 29, 2024, subject to continued employment through the vesting date, and are settled in shares of Class A common stock with any fractional shares settled in cash. |
| Class A Common Stock, par value $0.01 per shareSEC Table II · derivative / convertible security · Expires 2024-10-29 | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-10-29 · Disposition to issuer · Disposed 4,737 · Balance 0 F9: Represents the grant of time vesting retention restricted stock pursuant to the Plan. The units vest on October 29, 2024, subject to continued employment through the vesting date, and are settled in shares of Class A common stock with any fractional shares settled in cash. F10: These time vested restricted stock units were replaced with BXS restricted stock units convertible into an aggregate 3,315 shares of BXS common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with this Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("CADE"), dated April 12, 2021 and amended as of May 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of BXS's common stock par value $2.50 per share (the "Exchange Ratio"). The opening price of the BXS's common stock on the NYSE on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence Common Stock.
F2: Represents time-vested restricted stock units each convertible into one share of Common stock under the Amended and Restated Cadence Bancorporation 2015 Omnibus Incentive Plan (the "Plan"). Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence time-vested restricted stock unit automatically converted into a BXS time-vested restricted stock unit convertible into shares of BXS common stock based on the Exchange Ratio. Each BXS time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding Cadence time-vested restricted stock unit immediately prior to the effective time of the Merger.
F3: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,697 shares of BXS common stock.
F4: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,698 shares of BXS common stock.
F5: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,333 shares of BXS common stock.
F6: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger.
F7: These performance share units were replaced with BXS restricted stock units convertible into an aggregate 1,802 shares of BXS common Stock.
F8: These performance share units were replaced with BXS restricted stock units convertible into an aggregate 1,669 shares of BXS common stock.
F9: Represents the grant of time vesting retention restricted stock pursuant to the Plan. The units vest on October 29, 2024, subject to continued employment through the vesting date, and are settled in shares of Class A common stock with any fractional shares settled in cash.
F10: These time vested restricted stock units were replaced with BXS restricted stock units convertible into an aggregate 3,315 shares of BXS common Stock.
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, 2026 Filed Apr 3, 2026 22:54 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 761 | $52.63 | $40,051.43 |
DisclosureSEC source: 0001831629-26-000003 · wk-form4_1775256873.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,067 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on April 1, 2026. The issuer withheld 761 shares for tax purposes. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:31 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001831629-26-000001 · wk-form4_1772235094.xml · nonDerivative · entry 3 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,828 F4 · security: Represents restricted stock units granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2025 and will settle in common stock upon vesting. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:31 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 1,323 | $58.18 | $76,972.14 |
DisclosureSEC source: 0001831629-26-000001 · wk-form4_1772235094.xml · nonDerivative · entry 2 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,937 F3 · security: Represents shares withheld for payment of tax liability associated with the vesting of performance stock units on February 25, 2026. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:31 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001831629-26-000001 · wk-form4_1772235094.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,260 F1 · security: Represents shares of common stock issued upon the vesting of outstanding performance stock units that were subject to performance criteria other than the issuer's stock price. F2 · balance_after: Reflects the reduction of 174 shares of common stock previously reported in Column 5 to correct the inadvertent overstatement in the number of shares beneficially owned by the reporting person. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:00 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 511 | $46.14 | $23,577.54 |
DisclosureSEC source: 0001649749-25-000096 · wk-form4_1743696033.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,469 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on April 1, 2025. The issuer withheld 511 shares for tax purposes. Read SEC document |
| February 24, 2025 Filed Feb 28, 2025 23:05 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 3,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-25-000055 · wk-form4_1740783924.xml · nonDerivative · entry 3 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,980 F3 · security: Represents restricted stock units granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2024 and will settle in common stock upon vesting. Read SEC document |
| February 24, 2025 Filed Feb 28, 2025 23:05 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 47 | $49.33 | $2,318.51 |
DisclosureSEC source: 0001649749-25-000055 · wk-form4_1740783924.xml · nonDerivative · entry 2 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,736 F2 · security: Represents shares withheld for payment of tax liability associated with the vesting of performance stock units on February 24, 2025. Read SEC document |
| February 24, 2025 Filed Feb 28, 2025 23:05 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-25-000055 · wk-form4_1740783924.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,783 F1 · security: Represents shares of common stock issued upon the vesting of outstanding performance stock units that were subject to performance criteria other than the issuer's stock price. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 21:24 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 223 | $51.44 | $11,471.12 |
DisclosureSEC source: 0001649749-25-000007 · wk-form4_1736285064.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,626 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on Jaunary 3, 2025. The issuer withheld 223 shares for tax purposes. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:24 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 283 | $36.85 | $10,428.55 |
DisclosureSEC source: 0001649749-24-000086 · wk-form4_1712100233.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,849 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on April 1, 2024. The issuer withheld 283 shares for tax purposes. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 17:16 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 2,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-24-000059 · wk-form4_1709054175.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,132 F1 · security: These shares represent restricted stock units granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2023 and will settle in common stock upon vesting. Read SEC document |
| January 04, 2024 Filed Jan 22, 2024 22:55 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 336 | $38.73 | $13,013.28 |
DisclosureSEC source: 0001649749-24-000018 · wk-form4_1705964121.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,323 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on January 4, 2024. The issuer withheld 336 shares for tax purposes. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:47 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 21 | $31.08 | $652.68 |
DisclosureSEC source: 0001649749-23-000099 · wf-form4_168065205803185.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,659 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on March 31, 2023. The issuer withheld 21 shares for tax purposes. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 22:19 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 3,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-23-000055 · wf-form4_167762272349615.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,680 F1 · security: These shares represent restricted stock units granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2022 and will settle in common stock upon vesting. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 17:37 UTC | FB Financial Corp FBK · Entity 4279 | Tax withholdingCommon Stock | 223 | $36.49 | $8,137.27 |
DisclosureSEC source: 0001649749-23-000010 · wf-form4_167302662488772.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370 F1 · security: As previously reported, the issuer granted restricted stock units to the reporting person, a portion of which vested on January 4, 2023. The issuer withheld 223 shares for tax purposes. Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 02:25 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 338 | $44.44 | $15,020.72 |
DisclosureSEC source: 0001649749-22-000049 · wf-form4_164627433685450.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 F1 · shares: These shares represent restricted stock units granted pursuant to the issuer's 2016 Incentive Plan for the reporting person's performance during 2021 and will settle in common stock upon vesting. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:30 UTC | FB Financial Corp FBK · Entity 4279 | GrantCommon Stock | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001649749-22-000002 · wf-form4_164142540242022.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,255 F1 · security: These shares represent restricted stock units (RSUs) granted pursuant to the issuer's 2016 Incentive Plan, which RSUs vest in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share · Derivative | 4,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 10 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,737 shares Expires 2024-10-29 F9 · derivative.exercise_price: Represents the grant of time vesting retention restricted stock pursuant to the Plan. The units vest on October 29, 2024, subject to continued employment through the vesting date, and are settled in shares of Class A common stock with any fractional shares settled in cash. F10 · price: These time vested restricted stock units were replaced with BXS restricted stock units convertible into an aggregate 3,315 shares of BXS common Stock. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share · Derivative | 4,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 9 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,737 Underlying: Common Stock · 4,737 shares Expires 2024-10-29 F9 · derivative.exercise_price: Represents the grant of time vesting retention restricted stock pursuant to the Plan. The units vest on October 29, 2024, subject to continued employment through the vesting date, and are settled in shares of Class A common stock with any fractional shares settled in cash. F9 · price: Represents the grant of time vesting retention restricted stock pursuant to the Plan. The units vest on October 29, 2024, subject to continued employment through the vesting date, and are settled in shares of Class A common stock with any fractional shares settled in cash. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share · Derivative | 2,386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 8 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,386 shares Expires 2024-03-31 F6 · derivative.exercise_price: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. F8 · price: These performance share units were replaced with BXS restricted stock units convertible into an aggregate 1,669 shares of BXS common stock. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share · Derivative | 2,575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 7 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,386 Underlying: Common Stock · 2,575 shares Expires 2023-03-31 F6 · derivative.exercise_price: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. F7 · price: These performance share units were replaced with BXS restricted stock units convertible into an aggregate 1,802 shares of BXS common Stock. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share · Derivative | 2,386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 6 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,961 Underlying: Common Stock · 2,386 shares Expires 2024-03-31 F6 · derivative.exercise_price: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. F6 · price: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share · Derivative | 2,575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 5 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 Underlying: Common Stock · 2,575 shares Expires 2023-03-31 F6 · derivative.exercise_price: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. F6 · price: Represents performance share units, each convertible into one share of Cadence common stock, under the Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence performance share unit automatically converted into a BXS restricted stock unit convertible into shares of BXS common stock, with the number of underlying shares of BXS common stock determined based on the Exchange Ratio and higher of target performance and actual performance. Each BXS restricted stock unit is subject to the same terms and conditions (other than performance conditions) as applied to the corresponding Cadence performance share unit immediately prior to the effective time of the Merger. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share · Derivative | 1,905 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 4 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,905 shares Expires 2024-04-01 F2 · derivative.exercise_price: Represents time-vested restricted stock units each convertible into one share of Common stock under the Amended and Restated Cadence Bancorporation 2015 Omnibus Incentive Plan (the "Plan"). Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence time-vested restricted stock unit automatically converted into a BXS time-vested restricted stock unit convertible into shares of BXS common stock based on the Exchange Ratio. Each BXS time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding Cadence time-vested restricted stock unit immediately prior to the effective time of the Merger. F5 · price: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,333 shares of BXS common stock. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share · Derivative | 2,426 | Not disclosed Strike: $2,426.00 | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 3 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,426 shares Expires 2023-04-01 F4 · price: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,698 shares of BXS common stock. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share · Derivative | 2,425 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · derivative · entry 2 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,425 shares Expires 2022-04-01 F2 · derivative.exercise_price: Represents time-vested restricted stock units each convertible into one share of Common stock under the Amended and Restated Cadence Bancorporation 2015 Omnibus Incentive Plan (the "Plan"). Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding Cadence time-vested restricted stock unit automatically converted into a BXS time-vested restricted stock unit convertible into shares of BXS common stock based on the Exchange Ratio. Each BXS time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding Cadence time-vested restricted stock unit immediately prior to the effective time of the Merger. F3 · price: These time-vested restricted stock units were replaced with BXS time-vested restricted stock units convertible into an aggregate of 1,697 shares of BXS common stock. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 11:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share | 5,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000078 · primary_doc.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in connection with this Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("CADE"), dated April 12, 2021 and amended as of May 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of BXS's common stock par value $2.50 per share (the "Exchange Ratio"). The opening price of the BXS's common stock on the NYSE on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence Common Stock. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 10:55 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 1,847 | $21.79 | $40,243.36 |
DisclosureSEC source: 0001702696-21-000023 · primary_doc.xml · nonDerivative · entry 4 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,055 F4 · shares: Represents the grant of time vesting restricted stock pursuant to the Amended and Restated 2015 Omnibus Incentive Plan. The units vest in three equal installments on each March 31, 2022, March 31, 2023 and March 31, 2024, subject to continued employment through each applicable vesting date, and are settled in shares of Class A common stock (with any fractional shares settled in cash). Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 10:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Tax withholdingClass A Common Stock, par value $0.01 per share | 552 | $20.73 | $11,442.96 |
DisclosureSEC source: 0001702696-21-000023 · primary_doc.xml · nonDerivative · entry 3 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,208 F3 · shares: Represents withholding of shares to cover tax liability associated with the vesting portion of outstanding restricted stock units from 2018, 2019 and 2020. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 10:55 UTC | Cadence Bancorporation CADE · Entity 134036 | Tax withholdingClass A Common Stock, par value $0.01 per share | 93 | $20.73 | $1,927.89 |
DisclosureSEC source: 0001702696-21-000023 · primary_doc.xml · nonDerivative · entry 2 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,760 F2 · shares: Represents withholding of shares to cover tax liability associated with the vesting portion of outstanding performance stock units from 2021. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 10:55 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 379 | $20.73 | $7,856.67 |
DisclosureSEC source: 0001702696-21-000023 · primary_doc.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 F1 · shares: Award of performance stock units received pursuant to the Amended and Restated 2015 Omnibus Incentive Plan granted in 2018, vesting after 3 years depending upon performance, settled in shares of Class A common stock with the fractional shares settled in cash. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 10:37 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001702696-21-000005 · primary_doc.xml · nonDerivative · entry 1 Hamilton Aimee T · CIK 0001831629 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,474 F1 · shares: Shares purchased through the Cadence Bancorporation 2018 Employee Stock Purchase Program during 2020. 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.