Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE FINANCIAL PARTNERS INCPNFP · Entity 70624 | Principal Accounting Officer | January 12, 2020 | January 14, 2020 |
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Chief Audit Executive | January 14, 2026 | January 16, 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 January 12, 2020 · Filed January 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PNFP Common StockSEC Table I · non-derivative | Direct | 6,111 |
Ending reported balance
After 2020-01-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-12 · Tax withholding · Disposed 12 · Balance 6,127 F1: Represents shares withheld to cover taxes due upon the vesting of certain restricted share awards. Row 2 · 2020-01-13 · Tax withholding · Disposed 16 · Balance 6,111 F1: Represents shares withheld to cover taxes due upon the vesting of certain restricted share awards. |
| PNFP Common StockSEC Table I · non-derivative | Indirect401K Plan | 2,108 |
Reported balance
Holding disclosure · report date 2020-01-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,108 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due upon the vesting of certain restricted share awards.
Pinnacle Financial Partners, Inc.
Report date January 14, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-01-14 | Direct | 1,458 |
Reported balance
After 2026-01-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-14 · Grant · Acquired 1,458 · Balance 1,458 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-01-14 | Direct | 625 |
Reported balance
After 2026-01-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-14 · Grant · Acquired 625 · Balance 625 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 15,696 |
Reported balance
Holding disclosure · report date 2026-01-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 15,696 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| January 14, 2026 Filed Jan 16, 2026 21:06 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantRestricted Stock Units · Derivative | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001774017-26-000003 · wk-form4_1768597591.xml · derivative · entry 3 SANDERS DANA M. · CIK 0001774017 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 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 | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001774017-26-000003 · wk-form4_1768597591.xml · derivative · entry 2 SANDERS DANA M. · CIK 0001774017 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458 Underlying: Common Stock · 1,458 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 22:48 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | Tax withholdingCommon Stock | 545 | $95.41 | $51,998.45 |
DisclosureSEC source: 0001774017-26-000002 · wk-form4_1767653297.xml · nonDerivative · entry 2 SANDERS DANA M. · CIK 0001774017 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,696 F3 · shares: These shares were withheld upon the vesting of performance stock units and restricted stock unites to pay tax withholding obligations. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:48 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 16,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001774017-26-000002 · wk-form4_1767653297.xml · nonDerivative · entry 1 SANDERS DANA M. · CIK 0001774017 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,241 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., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), 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 Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share 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") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. 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., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), 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 Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share 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") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. 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., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), 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 Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share 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") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. 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., a Georgia corporation, Pinnacle Financial Partners, Inc. ("Pinnacle"), 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 Pinnacle, $1.00 par value per share ("Pinnacle Common Stock"), was converted into one share 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") and restricted stock unit ("RSU") of Pinnacle, respectively, was converted into the right to receive a number of shares of New Pinnacle Common Stock equal to the number of shares of Pinnacle Common Stock subject to such PSU (based on maximum performance) and RSU, respectively, immediately prior to the Effective Time and an amount of cash equal to the amount of all dividend equivalents accrued by unpaid as of the Effective Time with respect to such award. Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 16:51 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 16 | $62.66 | $1,002.56 |
DisclosureSEC source: 0001567619-20-001033 · doc1.xml · nonDerivative · entry 2 SANDERS DANA M. · CIK 0001774017 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,111 F1 · shares: Represents shares withheld to cover taxes due upon the vesting of certain restricted share awards. Read SEC document |
| January 12, 2020 Filed Jan 14, 2020 16:51 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 12 | $62.66 | $751.92 |
DisclosureSEC source: 0001567619-20-001033 · doc1.xml · nonDerivative · entry 1 SANDERS DANA M. · CIK 0001774017 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,127 F1 · shares: Represents shares withheld to cover taxes due upon the vesting of certain restricted share awards. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 15:27 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 13 | $57.31 | $745.03 |
DisclosureSEC source: 0001567619-19-009011 · doc1.xml · nonDerivative · entry 1 SANDERS DANA M. · CIK 0001774017 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,139 F1 · shares: Represents shares withheld to cover taxes due upon the vesting of certain restricted share awards. 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.