Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Chief Administrative Officer | March 30, 2026 | April 01, 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.
Pinnacle Financial Partners, Inc.
Report date March 30, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,525 |
Reported balance
After 2026-03-30 transaction · row 1
1 source rowRow 1 · 2026-03-30 · Tax withholding · Disposed 3 · Balance 12,525 F1: These shares were withheld to pay tax withholding obligations upon the vesting of certain restricted stock units and subsequent payment of dividends on those units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to pay tax withholding obligations upon the vesting of certain restricted stock units and subsequent payment of dividends on those 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 |
|---|---|---|---|---|---|---|
| March 30, 2026 Filed Apr 1, 2026 21:48 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | Tax withholdingCommon Stock | 3 | $83.55 | $250.65 |
DisclosureSEC source: 0002102090-26-000005 · wk-form4_1775080113.xml · nonDerivative · entry 1 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,525 F1 · shares: These shares were withheld to pay tax withholding obligations upon the vesting of certain restricted stock units and subsequent payment of dividends on those units. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:28 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | Tax withholdingCommon Stock | 593 | $95.12 | $56,406.16 |
DisclosureSEC source: 0002102090-26-000004 · wk-form4_1771450105.xml · nonDerivative · entry 1 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,528 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. F2 · balance_after: Includes 82 shares acquired through dividend accruals. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 21:06 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantRestricted Stock Units · Derivative | 10,412 | $0.00 | $0.00 |
DisclosureSEC source: 0002102090-26-000003 · wk-form4_1768597601.xml · derivative · entry 5 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,412 Underlying: Common Stock · 10,412 shares Expires 2028-01-14 F3 · derivative.exercise_price: These shares are subject to restricted stock units that will be settled in cash upon vesting. The units vest in full after a two-year period subject to the reporting person's continued employment with Pinnacle. F3 · derivative.exercise_date: These shares are subject to restricted stock units that will be settled in cash upon vesting. The units vest in full after a two-year period subject to the reporting person's continued employment with Pinnacle. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 21:06 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0002102090-26-000003 · wk-form4_1768597601.xml · derivative · entry 4 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,187 Underlying: Common Stock · 2,187 shares Expires 2029-01-14 F2 · derivative.exercise_price: These shares are subject to restricted stock units that will be settled in cash upon vesting. The units vest 1/3 each year over a three-year period subject to the reporting person's continued employment with Pinnacle. F2 · derivative.exercise_date: These shares are subject to restricted stock units that will be settled in cash upon vesting. The units vest 1/3 each year over a three-year period subject to the reporting person's continued employment with Pinnacle. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 21:06 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantPerformance Stock Units · Derivative | 5,102 | $0.00 | $0.00 |
DisclosureSEC source: 0002102090-26-000003 · wk-form4_1768597601.xml · derivative · entry 3 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,102 Underlying: Common Stock · 5,102 shares Expires 2029-01-14 F1 · derivative.exercise_price: These shares are subject to performance stock units (the "PSUs"). The PSUs are eligible to vest based on the level of achievement of two performance measures (relative adjusted return on average tangible common equity and relative tangible book value per common share accretion) measured over a three-year performance period, with each measure impacting one-half of the PSUs awarded to the reporting person, subject to a relative TSR modifier and the reporting person's continued employment through the conclusion of the performance period (with certain exceptions). The actual payout of the PSUs may range from 0% to 200% of the target amount, subject to the TSR modifier, based upon the results of the two performance measures during the performance period compared to the performance objective approved by the Compensation and Human Capital Committee of Pinnacle's Board of Directors. F1 · derivative.exercise_date: These shares are subject to performance stock units (the "PSUs"). The PSUs are eligible to vest based on the level of achievement of two performance measures (relative adjusted return on average tangible common equity and relative tangible book value per common share accretion) measured over a three-year performance period, with each measure impacting one-half of the PSUs awarded to the reporting person, subject to a relative TSR modifier and the reporting person's continued employment through the conclusion of the performance period (with certain exceptions). The actual payout of the PSUs may range from 0% to 200% of the target amount, subject to the TSR modifier, based upon the results of the two performance measures during the performance period compared to the performance objective approved by the Compensation and Human Capital Committee of Pinnacle's Board of Directors. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:46 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 1,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002102090-26-000002 · wk-form4_1767653186.xml · nonDerivative · entry 3 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,667 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F1 · shares: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F1 · price: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F1 · acquired: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:46 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | Tax withholdingCommon Stock | 4,002 | $95.41 | $381,830.82 |
DisclosureSEC source: 0002102090-26-000002 · wk-form4_1767653186.xml · nonDerivative · entry 2 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,039 F3 · shares: These shares were withheld upon the vesting of performance stock units to pay tax withholding obligations. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:46 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 17,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002102090-26-000002 · wk-form4_1767653186.xml · nonDerivative · entry 1 Upshaw Jennifer Spinks · CIK 0002102090 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,041 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · kind: At the Effective Time, each performance stock unit ("PSU") of Synovus was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Synovus Common Stock subject to such PSU (based on maximum performance) immediately prior to the Effective Time multiplied by the Synovus Exchange Ratio. F1 · shares: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · shares: At the Effective Time, each performance stock unit ("PSU") of Synovus was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Synovus Common Stock subject to such PSU (based on maximum performance) immediately prior to the Effective Time multiplied by the Synovus Exchange Ratio. F1 · price: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · price: At the Effective Time, each performance stock unit ("PSU") of Synovus was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Synovus Common Stock subject to such PSU (based on maximum performance) immediately prior to the Effective Time multiplied by the Synovus Exchange Ratio. F1 · acquired: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · acquired: At the Effective Time, each performance stock unit ("PSU") of Synovus was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Synovus Common Stock subject to such PSU (based on maximum performance) immediately prior to the Effective Time multiplied by the Synovus Exchange Ratio. 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.