Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IBERIABANK CORPIBKC · Entity 106403 | CHIEF ACCOUNTING OFFICER | July 01, 2020 | July 02, 2020 |
| NewtekOne, Inc.NEWT · Entity 5823 | Chief Financial Officer | December 31, 2024 | February 06, 2025 |
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.
IBERIABANK CORP
Report date July 01, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,169 |
Reported balance
After 2020-07-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2020-07-01 · Tax withholding · Disposed 1,155 · Balance 5,169 F1: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS. |
| Common StockSEC Table I · non-derivative | Direct | 7,577 |
Reported balance
After 2020-07-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2020-07-01 · Exercise / conversion · Acquired 2,407.9646 · Balance 7,577 F2: SETTLEMENT OF PHANTOM STOCK. F3: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. |
| Common StockSEC Table I · non-derivative | Direct | 5,169 |
Reported balance
After 2020-07-01 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2020-07-01 · Disposition to issuer · Disposed 2,407.9646 · Balance 5,169 F2: SETTLEMENT OF PHANTOM STOCK. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-07-01 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2020-07-01 · Other · Disposed 5,169 · Balance 0 F4: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2020-07-01 | Direct | 0 |
Reported balance
After 2020-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-07-01 · Exercise / conversion · Disposed 2,407.9646 · Balance 0 F3: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F5: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. |
Filing footnotes · ownership attribution and instrument terms
F1: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS.
F2: SETTLEMENT OF PHANTOM STOCK.
F3: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK.
F4: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES.
F5: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK.
NewtekOne, Inc.
Report date December 31, 2024 · Filed February 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 28,444 |
Reported balance
After 2024-01-12 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-01-12 · Purchase · Acquired 269 · Balance 28,444 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 28,444 |
Reported balance
After 2024-04-15 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-04-15 · Purchase · Acquired 328 · Balance 28,444 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 28,444 |
Reported balance
After 2024-07-19 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2024-07-19 · Purchase · Acquired 286 · Balance 28,444 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 28,444 |
Reported balance
After 2024-10-21 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2024-10-21 · Purchase · Acquired 368 · Balance 28,444 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer.
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 |
|---|---|---|---|---|---|---|
| October 21, 2024 Filed Feb 6, 2025 15:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 368 | $13.46 | $4,953.28 |
DisclosureSEC source: 0001587987-25-000026 · wk-form5_1738874611.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,444 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 15:56 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 4,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000217 · wk-form4_1728417396.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,789 F1 · kind: On October 4, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 4,119 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after twelve (12) months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| July 19, 2024 Filed Feb 6, 2025 15:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 286 | $14.38 | $4,112.68 |
DisclosureSEC source: 0001587987-25-000026 · wk-form5_1738874611.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,444 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000153 · wk-form4_1719954581.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,670 F1 · kind: On July 1, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,989 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after twelve (12) months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| June 17, 2024 Filed Jun 17, 2024 10:39 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.58 | $12,579.80 |
DisclosureSEC source: 0001587987-24-000118 · wk-form4_1718635172.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,681 Read SEC document |
| June 17, 2024 Filed Jun 17, 2024 10:39 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.61 | $12,605.00 |
DisclosureSEC source: 0001587987-24-000118 · wk-form4_1718635172.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,681 Read SEC document |
| April 15, 2024 Filed Feb 6, 2025 15:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 328 | $11.22 | $3,680.16 |
DisclosureSEC source: 0001587987-25-000026 · wk-form5_1738874611.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,444 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| January 12, 2024 Filed Feb 6, 2025 15:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 269 | $12.79 | $3,440.51 |
DisclosureSEC source: 0001587987-25-000026 · wk-form5_1738874611.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,444 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 20, 2023 Filed Jan 24, 2024 09:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 253 | $13.40 | $3,390.20 |
DisclosureSEC source: 0001587987-24-000013 · wk-form5_1706105645.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,085 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 21, 2023 Filed Jan 24, 2024 09:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 187 | $17.92 | $3,351.04 |
DisclosureSEC source: 0001587987-24-000013 · wk-form5_1706105645.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,832 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 08:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 18,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041980 · doc4.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,645 F1 · kind: On July 7, 2023, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 18,645 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 36 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:42 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 2,407.9646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004919 · primarydocument.xml · derivative · entry 5 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,407.9646 shares Expires 2020-07-01 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. F3 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F5 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F3 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:42 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 5,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004919 · primarydocument.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: DISPOSED OF PURSUANT TO THE AGREEMENT AND PLAN OF MERGER, DATED AS OF NOVEMBER 3, 2019, BY AND BETWEEN FIRST HORIZON NATIONAL CORPORATION ("FIRST HORIZON") AND IBERIABANK CORPORATION ("IBKC"). IBKC MERGED WITH AND INTO FIRST HORIZON, WITH FIRST HORIZON CONTINUING AS THE SURVIVING ENTITY (THE "MERGER"). AT THE EFFECTIVE TIME OF THE MERGER ON JULY 1, 2020, EACH OUTSTANDING SHARE OF IBKC COMMON STOCK WAS CONVERTED INTO THE RIGHT TO RECEIVE 4.584 SHARES OF FIRST HORIZON COMMON STOCK AND CASH IN LIEU OF FRACTIONAL SHARES. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:42 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 2,407.9646 | $43.08 | $103,735.11 |
DisclosureSEC source: 0001562180-20-004919 · primarydocument.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,169 F2 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:42 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 2,407.9646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004919 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,577 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. F2 · kind: SETTLEMENT OF PHANTOM STOCK. F3 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:42 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 1,155 | $43.08 | $49,757.40 |
DisclosureSEC source: 0001562180-20-004919 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,169 F1 · shares: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 11:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 222.4688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001514 · primarydocument.xml · derivative · entry 5 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 222.4688 shares Expires 2020-02-22 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. F4 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of IBKC common stock. F5 · kind: Payment of cash in settlement of phantom stock. F4 · price: Each share of phantom stock is the economic equivalent of one share of IBKC common stock. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 11:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 222.4688 | $73.01 | $16,242.45 |
DisclosureSEC source: 0001562180-20-001514 · primarydocument.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 F3 · kind: Settlement of phantom stock. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 11:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 222.4688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001514 · primarydocument.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,546 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. F3 · kind: Settlement of phantom stock. F4 · price: Each share of phantom stock is the economic equivalent of one share of IBKC common stock. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 11:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001514 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 F2 · shares: Pursuant to a divorce decree, these shares were transferred for no consideration to the reporting person's former spouse. For purposes of Section 16, the reporting person no longer reports that he is the beneficial owner of any shares owned by his former spouse. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 11:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 76 | $73.01 | $5,548.76 |
DisclosureSEC source: 0001562180-20-001514 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,356 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSAs. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 11:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 213.4679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001442 · primarydocument.xml · derivative · entry 5 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 213.4679 shares Expires 2020-02-20 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. F4 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F5 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F4 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 11:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 213.4679 | $73.18 | $15,621.58 |
DisclosureSEC source: 0001562180-20-001442 · primarydocument.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,432 F3 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 11:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 213.4679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001442 · primarydocument.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,645 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. F3 · kind: SETTLEMENT OF PHANTOM STOCK. F4 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 11:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001442 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,432 F2 · shares: PURSUANT TO A DIVORCE DECREE, THESE SHARES WERE TRANSFERRED FOR NO CONSIDERATION TO THE REPORTING PERSON'S FORMER SPOUSE. FOR PURPOSES OF SECTION 16, THE REPORTING PERSON NO LONGER REPORTS THAT HE IS THE BENEFICIAL OWNER OF ANY SHARES OWNED BY HIS FORMER SPOUSE. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 11:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 106 | $73.18 | $7,757.08 |
DisclosureSEC source: 0001562180-20-001442 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,477 F1 · shares: SHARES WITHHELD TO SATISFY TAX WITHHOLDING OBLIGATION APPLICABLE TO THE VESTING OF STOCK-SETTLED RSA'S. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 12:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 356.2685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001340 · primarydocument.xml · derivative · entry 5 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 356.2685 shares Expires 2020-02-18 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. F4 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F5 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F4 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 12:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 356.2685 | $71.79 | $25,576.52 |
DisclosureSEC source: 0001562180-20-001340 · primarydocument.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,583 F3 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 12:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 356.2685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001340 · primarydocument.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939 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. F3 · kind: SETTLEMENT OF PHANTOM STOCK. F4 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 12:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001340 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,583 F2 · shares: PURSUANT TO A DIVORCE DECREE, THESE SHARES WERE TRANSFERRED FOR NO CONSIDERATION TO THE REPORTING PERSON'S FORMER SPOUSE. FOR PURPOSES OF SECTION 16, THE REPORTING PERSON NO LONGER REPORTS THAT HE IS THE BENEFICIAL OWNER OF ANY SHARES OWNED BY HIS FORMER SPOUSE. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 12:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 116 | $71.79 | $8,327.64 |
DisclosureSEC source: 0001562180-20-001340 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,632 F1 · shares: SHARES WITHHELD TO SATISFY TAX WITHHOLDING OBLIGATION APPLICABLE TO THE VESTING OF STOCK-SETTLED RSA'S. Read SEC document |
| February 15, 2020 Filed Feb 18, 2020 14:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 153.1675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001290 · primarydocument.xml · derivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 153.1675 shares Expires 2020-02-15 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. F2 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F3 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 15, 2020 Filed Feb 18, 2020 14:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 153.1675 | $73.34 | $11,233.30 |
DisclosureSEC source: 0001562180-20-001290 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,878 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 15, 2020 Filed Feb 18, 2020 14:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 153.1675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001290 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,031 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 · kind: SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 10:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001331 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,748 F2 · shares: Pursuant to a divorce decree, these shares were transferred for no consideration to the reporting person's former spouse. For purposes of Section 16, the reporting person no longer reports that he is the beneficial owner of any shares owned by his former spouse. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 10:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 80 | $73.34 | $5,867.20 |
DisclosureSEC source: 0001562180-20-001331 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,798 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSAs. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 11:50 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 254.8016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001091 · primarydocument.xml · derivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 254.8016 shares Expires 2020-02-11 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. F2 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F3 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 11:50 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 254.8016 | $75.33 | $19,194.20 |
DisclosureSEC source: 0001562180-20-001091 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,878 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 11:50 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 254.8016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001091 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,133 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 · kind: SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| January 28, 2020 Filed Jan 28, 2020 16:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | SaleCommon Stock | 177 | $74.08 | $13,111.88 |
DisclosureSEC source: 0001562180-20-000616 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,878 Read SEC document |
| January 11, 2020 Filed Jan 13, 2020 17:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000361 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,055 F1 · price: Pursuant to a divorce decree, these shares were transferred for no consideration to the reporting person's former spouse. For purposes of Section 16, the reporting person no longer reports that he is the beneficial owner of any shares owned by his former spouse. Read SEC document |
| January 11, 2020 Filed Jan 13, 2020 17:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 147 | $73.35 | $10,782.45 |
DisclosureSEC source: 0001562180-20-000361 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,072 Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 18:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantStock Options (Right to buy) · Derivative | 1,440 | $73.37 Strike: $73.37 | $105,652.80 |
DisclosureSEC source: 0001562180-20-000343 · primarydocument.xml · derivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,349 Underlying: Common Stock · 1,440 shares Expires 2030-01-09 F4 · shares: STOCK OPTIONS AWARDED VIA ISSUER'S 2019 STOCK INCENTIVE PLAN, WILL VEST OVER A 5-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 20% PER YEAR. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 18:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPhantom Stock · Derivative | 1,363 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000343 · primarydocument.xml · derivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,363 shares Expires not disclosed F2 · shares: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON VESTING. F3 · derivative.exercise_date: GRANT OF PHANTOM STOCK, WILL VEST EQUALLY OVER A 5-YEAR PERIOD. THE FIRST VESTING WILL OCCUR 13 MONTHS AFTER THE GRANT DATE WITH SUBSEQUENT VESTING'S OCCURRING ON THE 2ND, 3RD, 4TH AND 5TH ANNIVERSARY OF THE GRANT DATE. F3 · derivative.expiration_date: GRANT OF PHANTOM STOCK, WILL VEST EQUALLY OVER A 5-YEAR PERIOD. THE FIRST VESTING WILL OCCUR 13 MONTHS AFTER THE GRANT DATE WITH SUBSEQUENT VESTING'S OCCURRING ON THE 2ND, 3RD, 4TH AND 5TH ANNIVERSARY OF THE GRANT DATE. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 18:15 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000343 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,219 F1 · shares: GRANT OF RESTRICTED STOCK AWARDED VIA ISSUER'S 2019 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 5-YEAR PERIOD COMMENCING WITH THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 15:20 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004166 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,129 F1 · price: Pursuant to a divorce decree, these shares were transferred for no consideration to the reporting person's former spouse. For purposes of Section 16, the reporting person no longer reports that he is the beneficial owner of any shares owned by his former spouse. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 15:20 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 455 | $74.90 | $34,079.50 |
DisclosureSEC source: 0001562180-19-004166 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,199 Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 12:00 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 217.4034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-002017 · primarydocument.xml · derivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 217.4034 shares Expires 2019-03-22 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. F2 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F3 · kind: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 12:00 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 217.4034 | $69.42 | $15,092.14 |
DisclosureSEC source: 0001562180-19-002017 · primarydocument.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,654 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 12:00 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 217.4034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-002017 · primarydocument.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,871 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 · kind: SETTLEMENT OF PHANTOM STOCK. F2 · price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. 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.