Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | Director · Chairman & CEO | April 01, 2026 | April 03, 2026 |
| BancorpSouth IncBXS · Entity 107251 | Director | May 01, 2017 | May 01, 2017 |
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.
ADTRAN Holdings, Inc.
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 | 1,126,553.51 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 170,723 · Balance 1,126,553.51 F1: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant.
BancorpSouth Inc
Report date May 01, 2017 · Filed May 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,655 |
Reported balance
After 2017-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-01 · Grant · Acquired 1,655 · Balance 1,655 F1: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted.
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 |
|---|---|---|---|---|---|---|
| September 03, 2020 Filed Sep 4, 2020 19:41 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 817.271 | $0.00 | $0.00 |
DisclosureSEC source: 0000926282-20-000011 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,830.706 Underlying: Common Stock · 817.271 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock at the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer the phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer the phantom stock account into an alternative investment at any time. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 19:09 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 748.72 | $0.00 | $0.00 |
DisclosureSEC source: 0000926282-20-000008 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,013.435 Underlying: Common Stock · 748.72 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock at the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer the phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer the phantom stock account into an alternative investment at any time. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 14:38 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 1,069.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001773229-20-000012 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,264.713 Underlying: Common Stock · 1,069.17 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock at the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer the phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer the phantom stock account into an alternative investment at any time. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 17:34 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 942.058 | $0.00 | $0.00 |
DisclosureSEC source: 0001773229-19-000044 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,195.543 Underlying: Common Stock · 942.058 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 17:05 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 66,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001773229-19-000020 · primary_doc.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,124 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| November 12, 2019 Filed Nov 20, 2019 19:18 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 2,133 | $9.72 | $20,732.76 |
DisclosureSEC source: 0001773229-19-000029 · primary_doc.xml · nonDerivative · entry 3 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,858 Read SEC document |
| November 11, 2019 Filed Nov 20, 2019 19:18 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 2,003 | $9.65 | $19,328.95 |
DisclosureSEC source: 0001773229-19-000029 · primary_doc.xml · nonDerivative · entry 2 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,991 Read SEC document |
| November 09, 2019 Filed Nov 20, 2019 19:18 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 3,130 | $9.63 | $30,141.90 |
DisclosureSEC source: 0001773229-19-000029 · primary_doc.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,994 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 15:58 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 781.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001773229-19-000008 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,253.49 Underlying: Common Stock · 781.1 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| May 16, 2019 Filed May 20, 2019 17:38 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 512.401 | $0.00 | $0.00 |
DisclosureSEC source: 0001770330-19-000005 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,472.38 Underlying: Common Stock · 512.401 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:58 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 575.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001766181-19-000014 · primary_doc.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,959.98 Underlying: Common Stock · 575.02 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable six months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 18, 2018 Filed Nov 20, 2018 21:51 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 7,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000086 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,384.97 Underlying: Common stock · 7,266 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F3 · price: Upon vesting of performance shares awarded pursuant to a grant of November 14, 2015 under the ADTRAN, Inc. 2015 Employee Stock Incentive Plan, the reporting person deferred the receipt of shares of the Company's common stock and received instead shares of phantom stock pursuant to the Company's deferred compensation plan. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 22:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 552.707 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000081 · edgar.xml · derivative · entry 4 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,118.97 Underlying: Common stock · 552.707 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F3 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 12, 2018 Filed Nov 16, 2018 22:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 3,223 | $13.45 | $43,349.35 |
DisclosureSEC source: 0001179022-18-000081 · edgar.xml · nonDerivative · entry 3 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,173 Read SEC document |
| November 11, 2018 Filed Nov 16, 2018 22:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 3,027 | $14.12 | $42,741.24 |
DisclosureSEC source: 0001179022-18-000081 · edgar.xml · nonDerivative · entry 2 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,396 Read SEC document |
| November 09, 2018 Filed Nov 16, 2018 22:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 43,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000081 · edgar.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,423 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| November 09, 2018 Filed Nov 21, 2018 21:59 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 42,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000093 · edgar.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,366 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. F2 · shares: The reporting person is filing this amendment to correct the number of shares of common stock acquired on November 9, 2018. The reporting person previously reported the acquisition on November 9, 2018 of 43,704 shares of common stock as reported on a Form 4 filed on November 16, 2018. The actual number of shares of common stock acquired on November 9, 2018 was 42,647. Read SEC document |
| November 09, 2018 Filed Feb 25, 2019 20:37 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 42,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001766181-19-000009 · primary_doc.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,411 F1 · balance_after: The reporting person is filing this amendment to correct the number of shares of the Company's common stock beneficially owned after reported transaction. The previous reported total was 157,366 shares of the Company's common stock. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 17:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 476.265 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000059 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,566.266 Underlying: Common stock · 476.265 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| May 16, 2018 Filed May 17, 2018 21:15 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 517.114 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000036 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,090.001 Underlying: Common stock · 517.114 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 22:26 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 457.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000023 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,572.887 Underlying: Common stock · 457.05 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 17, 2017 Filed Nov 22, 2017 16:34 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 17,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000065 · edgar.xml · derivative · entry 3 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,115.837 Underlying: Common stock · 17,649 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F4 · price: Upon vesting of performance shares awarded pursuant to a grant of November 14, 2014 under the ADTRAN, Inc. 2006 Employee Stock Incentive Plan, the reporting person deferred the receipt of shares of the Company's common stock and received instead shares of phantom stock pursuant to the Company's deferred compensation plan. F3 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 15, 2017 Filed Nov 22, 2017 16:34 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 286.646 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000065 · edgar.xml · derivative · entry 2 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,466.837 Underlying: Common stock · 286.646 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F3 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 12, 2017 Filed Nov 14, 2017 20:32 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 2,351 | $20.65 | $48,548.15 |
DisclosureSEC source: 0001179022-17-000052 · edgar.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,719 Read SEC document |
| November 11, 2017 Filed Nov 22, 2017 16:34 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 27,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000065 · edgar.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,014 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 18:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 272.677 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000035 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,180.191 Underlying: Common stock · 272.677 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 297.044 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000019 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,907.514 Underlying: Common stock · 297.044 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| May 01, 2017 Filed May 1, 2017 15:34 UTC | BancorpSouth Inc BXS · Entity 107251 | GrantRestricted Stock Units · Derivative | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008682 · doc4.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 1,655 shares Expires not disclosed F1 · derivative.exercise_price: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · shares: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · derivative.exercise_date: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · derivative.expiration_date: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 17:48 UTC | BancorpSouth Inc BXS · Entity 107251 | Exercise / conversionRestricted Stock Units · Derivative | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008455 · doc4.xml · derivative · entry 2 STANTON THOMAS R · CIK 0001191219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,252 shares Expires not disclosed 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 · security: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.exercise_price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.exercise_date: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.expiration_date: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 17:48 UTC | BancorpSouth Inc BXS · Entity 107251 | Exercise / conversionCommon Stock | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008455 · doc4.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,252 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 · shares: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. Read SEC document |
| February 16, 2017 Filed Mar 3, 2017 22:50 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 267.958 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000012 · edgar.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,610.47 Underlying: Common stock · 267.958 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · balance_after: The reporting person previously reported an acquisition on November 17, 2017 of 13,547 shares of Phantom Stock as reported on a Form 4 filed on November 18, 2016. The actual number of shares of Phantom Stock acquired on November 17, 2017 was 13,915. The correct amount of derivative securities beneficially owned currently reflects the correct amount. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:52 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 230.549 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151298 · doc4.xml · derivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,974.512 Underlying: Common · 230.549 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 12, 2016 Filed Nov 15, 2016 17:32 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 13,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-16-000114 · edgar.xml · derivative · entry 2 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,743.963 Underlying: Common stock · 13,547 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F4 · price: Upon vesting of performance shares awarded pursuant to a grant of November 2, 2013 under the ADTRAN, Inc. 2006 Employee Stock Incentive Plan, the reporting person deferred the receipt of shares of the Company's common stock and received instead shares of phantom stock pursuant to the Company's deferred compensation plan. F3 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 12, 2016 Filed Nov 15, 2016 17:32 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 29,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-16-000114 · edgar.xml · nonDerivative · entry 1 STANTON THOMAS R · CIK 0001191219 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,070 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. 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.