Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Chief Credit Officer | 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 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 | 5,102 |
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 5,102 · Balance 5,102 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 | 2,187 |
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 2,187 · Balance 2,187 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 | 17,247 |
Reported balance
Holding disclosure · report date 2026-01-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,247 |
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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PINNACLE FINANCIAL PARTNERS INC
Report date January 01, 2026 · Filed January 02, 2026
Section 16 reporting ended · disclosed 2026-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PNFP Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Disposition to issuer · Disposed 10,893 · Balance 0 F1: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: 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).
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 21:07 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0002030475-26-000003 · wk-form4_1768597618.xml · derivative · entry 3 Sumerlin Charissa D · CIK 0002030475 · Chief Credit 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 21:07 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantPerformance Stock Units · Derivative | 5,102 | $0.00 | $0.00 |
DisclosureSEC source: 0002030475-26-000003 · wk-form4_1768597618.xml · derivative · entry 2 Sumerlin Charissa D · CIK 0002030475 · Chief Credit 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 2, 2026 18:38 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Disposition to issuerPNFP Common Stock | 10,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001115055-26-000047 · wk-form4_1767397082.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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). 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). Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:48 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | Tax withholdingCommon Stock | 3,717 | $95.41 | $354,638.97 |
DisclosureSEC source: 0002030475-26-000002 · wk-form4_1767653326.xml · nonDerivative · entry 2 Sumerlin Charissa D · CIK 0002030475 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,247 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 | 20,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030475-26-000002 · wk-form4_1767653326.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,964 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 |
| December 30, 2025 Filed Dec 31, 2025 17:06 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 8,674 | $98.00 | $850,052.00 |
DisclosureSEC source: 0001115055-25-000234 · wk-form4_1767218801.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,893 F1 · shares: Represents shares of PNFP Common Stock underlying restricted stock unity with a scheduled vesting date of January 2, 2028. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 10:39 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | SalePNFP Common Stock | 41 | $99.42 | $4,076.22 |
DisclosureSEC source: 0001115055-25-000089 · wk-form4_1741790336.xml · nonDerivative · entry 2 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,219 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of the performance units and issuance of the common shares described in footnote 1. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 10:39 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001115055-25-000089 · wk-form4_1741790336.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,260 F1 · shares: On January 20, 2022, the reporting person was granted 167 performance units eligible to vest at target levels of performance (with vesting of more or less units possible) based on the performance of Pinnacle Financial Partners, Inc. (the Company) against certain performance metrics compared to peers for a performance period commencing January 1, 2022 and ended December 31, 2024 and so long as the average of the ratio of Pinnacle Bank's nonperforming assets to its loans plus other real estate owned (NPA ratio) at December 31, 2022, 2023 and 2024 was not greater than 3.00%. Based upon the performance of the Company for 2022, 2023 and 2024 and the average of the NPA ratio at December 31, 2022, 2023 and 2024, the reporting person earned 167 performance units, which units vested and were settled in shares of Company common stock. F2 · price: Performance units are settled in shares of common stock on a one-for-one basis. Accordingly, no purchase price was paid for the shares by the reporting person. Read SEC document |
| January 23, 2025 Filed Jan 31, 2025 12:24 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | GrantPNFP Common Stock | 1,717 | $122.34 | $210,057.78 |
DisclosureSEC source: 0001115055-25-000031 · wk-form4_1738344272.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,093 F1 · shares: Represents shares of PNFP Common Stock underlying restricted stock units which shall vest in one-third increments on each of January 31, 2026, January 31, 2027 and January 31, 2028. Read SEC document |
| January 20, 2025 Filed Jan 21, 2025 17:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 8 | $119.91 | $959.28 |
DisclosureSEC source: 0001115055-25-000019 · wk-form4_1737498306.xml · nonDerivative · entry 3 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376 F3 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 20, 2022. Read SEC document |
| January 19, 2025 Filed Jan 21, 2025 17:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 11 | $119.91 | $1,319.01 |
DisclosureSEC source: 0001115055-25-000019 · wk-form4_1737498306.xml · nonDerivative · entry 2 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384 F2 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 19, 2023. Read SEC document |
| January 18, 2025 Filed Jan 21, 2025 17:25 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 9 | $119.91 | $1,079.19 |
DisclosureSEC source: 0001115055-25-000019 · wk-form4_1737498306.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395 F1 · shares: Represents shares retained by the Company to cover withholding taxes due upon the vesting of a one-third increment of the restricted share units issued to the reporting person on January 18, 2024. Read SEC document |
| January 14, 2025 Filed Jan 15, 2025 14:56 UTC | PINNACLE FINANCIAL PARTNERS INC PNFP · Entity 70624 | Tax withholdingPNFP Common Stock | 15 | $113.04 | $1,695.60 |
DisclosureSEC source: 0001115055-25-000002 · wk-form4_1736970962.xml · nonDerivative · entry 1 Sumerlin Charissa D · CIK 0002030475 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404 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.