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person · Reporting owner

PRICE MICHAEL SCOTT

Disclosed activity across 2 companies

Tapewire entity
83513
SEC CIK
0001552481

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
IBERIABANK CORPIBKC · Entity 106403CHIEF ACCOUNTING OFFICERJuly 01, 2020July 02, 2020
NewtekOne, Inc.NEWT · Entity 5823Chief Financial OfficerDecember 31, 2024February 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect5,169 Reported balance After 2020-07-01 transaction · row 1 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect7,577 Reported balance After 2020-07-01 transaction · row 2 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect5,169 Reported balance After 2020-07-01 transaction · row 3 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 3 · 2020-07-01 · Disposition to issuer · Disposed 2,407.9646 · Balance 5,169

F2: SETTLEMENT OF PHANTOM STOCK.

Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2020-07-01 transaction · row 4 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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 2020-07-01Direct0 Reported balance After 2020-07-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common stockSEC Table I · non-derivativeDirect28,444 Reported balance After 2024-01-12 transaction · row 1 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect28,444 Reported balance After 2024-04-15 transaction · row 2 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect28,444 Reported balance After 2024-07-19 transaction · row 3 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect28,444 Reported balance After 2024-10-21 transaction · row 4 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 11, 2019 Filed Mar 12, 2019 10:00 UTC IBERIABANK CORP IBKC · Entity 106403 SaleCommon Stock 551 $75.17 $41,417.29
Disclosure

SEC source: 0001562180-19-001865 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,654

Read SEC document
February 22, 2019 Filed Feb 25, 2019 15:42 UTC IBERIABANK CORP IBKC · Entity 106403 OtherCommon Stock 40 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001359 · primarydocument.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,205

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
February 22, 2019 Filed Feb 25, 2019 15:42 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCommon Stock 50 $78.78 $3,939.00
Disclosure

SEC source: 0001562180-19-001359 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,245

Read SEC document
February 20, 2019 Filed Feb 21, 2019 11:44 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPhantom Stock · Derivative 208.6074 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001145 · 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 · 208.6074 shares

Expires 2019-02-20

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.

F2 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK.

F4 · 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 20, 2019 Filed Feb 21, 2019 11:44 UTC IBERIABANK CORP IBKC · Entity 106403 OtherCommon Stock 56 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001145 · primarydocument.xml · nonDerivative · entry 4

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,295

F3 · 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
February 20, 2019 Filed Feb 21, 2019 11:44 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCommon Stock 208.6074 $78.96 $16,471.64
Disclosure

SEC source: 0001562180-19-001145 · primarydocument.xml · nonDerivative · entry 3

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,351

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 20, 2019 Filed Feb 21, 2019 11:44 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCommon Stock 208.6074 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001145 · primarydocument.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,560

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 20, 2019 Filed Feb 21, 2019 11:44 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCommon Stock 70 $78.96 $5,527.20
Disclosure

SEC source: 0001562180-19-001145 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,351

Read SEC document
February 18, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPhantom Stock · Derivative 347.0951 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · derivative · entry 15

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 347.0951 shares

Expires 2019-02-18

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.

F2 · derivative.exercise_price: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK.

F4 · 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 18, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 OtherCommon Stock 61 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 12

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,421

F3 · 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
February 18, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCommon Stock 347.0951 $77.03 $26,736.74
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 11

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,482

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 18, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCommon Stock 347.0951 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 10

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,829

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 18, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCommon Stock 77 $77.03 $5,931.31
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 9

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,482

Read SEC document
February 17, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPhantom Stock · Derivative 204.2663 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · derivative · entry 14

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 204.2663 shares

Expires 2019-02-17

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.

F4 · 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 17, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 OtherCommon Stock 53 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 8

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,559

F3 · 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
February 17, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCommon Stock 204.2663 $77.03 $15,734.63
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 7

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,612

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 17, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCommon Stock 204.2663 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 6

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,816

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 17, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCommon Stock 67 $77.03 $5,161.01
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 5

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,612

Read SEC document
February 15, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPhantom Stock · Derivative 150.7194 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · derivative · entry 13

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 150.7194 shares

Expires 2019-02-15

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.

F4 · 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, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 OtherCommon Stock 42 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 4

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,679

F3 · 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
February 15, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCommon Stock 150.7194 $77.03 $11,609.92
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 3

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,721

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 15, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCommon Stock 150.7194 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,872

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, 2019 Filed Feb 20, 2019 11:15 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCommon Stock 53 $77.03 $4,082.59
Disclosure

SEC source: 0001562180-19-001088 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,721

Read SEC document
January 11, 2019 Filed Jan 15, 2019 13:53 UTC IBERIABANK CORP IBKC · Entity 106403 GrantPhantom Stock · Derivative 1,244 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-19-000301 · 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 · 1,244 shares

Expires not disclosed

F3 · shares: SHARES OF PHANTOM STOCK ARE PAYABLE IN CASH UPON VESTING.

F4 · 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.

F4 · 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 11, 2019 Filed Jan 15, 2019 13:53 UTC IBERIABANK CORP IBKC · Entity 106403 GrantStock Options (Right to buy) · Derivative 1,230 $70.32 Strike: $70.32 $86,493.60
Disclosure

SEC source: 0001562180-19-000301 · primarydocument.xml · derivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,367

Underlying: Common Stock · 1,230 shares

Expires 2029-01-11

F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 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 11, 2019 Filed Jan 15, 2019 13:53 UTC IBERIABANK CORP IBKC · Entity 106403 GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-000301 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,774

F1 · shares: GRANT OF RESTRICTED STOCK AWARD VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 5-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT.

Read SEC document
October 31, 2018 Filed Nov 2, 2018 13:06 UTC IBERIABANK CORP IBKC · Entity 106403 OtherCommon Stock 1,396 $0.00 $0.00
Disclosure

SEC source: 0001562180-18-004368 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,779

F1 · price: Pursuant to a divorce decree, 1,396 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, 2018 Filed Aug 3, 2018 13:43 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCommon Stock 196 $84.15 $16,493.40
Disclosure

SEC source: 0001562180-18-003471 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,175

Read SEC document
March 15, 2018 Filed Mar 16, 2018 12:25 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPhantom Stock · Derivative 147.6667 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-18-001645 · 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 · 147.6667 shares

Expires 2018-03-15

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
March 15, 2018 Filed Mar 16, 2018 12:25 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCommon Stock 147.6667 $82.85 $12,234.19
Disclosure

SEC source: 0001562180-18-001645 · primarydocument.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,371

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
March 15, 2018 Filed Mar 16, 2018 12:25 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCommon Stock 147.6667 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-18-001645 · primarydocument.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,519

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.

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February 22, 2018 Filed Feb 26, 2018 12:56 UTC IBERIABANK CORP IBKC · Entity 106403 GrantPHANTOM STOCK · Derivative 1,064 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000933141-18-000074 · primary_doc.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 · 1,064 shares

Expires not disclosed

F4 · 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.

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February 22, 2018 Filed Feb 26, 2018 12:56 UTC IBERIABANK CORP IBKC · Entity 106403 GrantSTOCK OPTIONS · Derivative 961 $82.20 Strike: $82.20 $78,994.20
Disclosure

SEC source: 0000933141-18-000074 · primary_doc.xml · derivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,488

Underlying: COMMON STOCK · 961 shares

Expires 2028-02-22

F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST OVER A 5-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 20% PER YEAR.

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February 22, 2018 Filed Feb 26, 2018 12:56 UTC IBERIABANK CORP IBKC · Entity 106403 GrantCOMMON STOCK 852 $0.00 $0.00
Disclosure

SEC source: 0000933141-18-000074 · primary_doc.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,371

F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 5-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT.

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February 20, 2018 Filed Feb 21, 2018 17:12 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPHANTOM STOCK · Derivative 203.3178 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000055 · primary_doc.xml · derivative · entry 4

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 203.3178 shares

Expires 2018-02-20

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.

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 20, 2018 Filed Feb 21, 2018 17:12 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCOMMON STOCK 203.3178 $83.10 $16,895.71
Disclosure

SEC source: 0000933141-18-000055 · primary_doc.xml · nonDerivative · entry 3

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,519

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 20, 2018 Filed Feb 21, 2018 17:12 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCOMMON STOCK 203.3178 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000055 · primary_doc.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,722

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 20, 2018 Filed Feb 21, 2018 17:12 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCOMMON STOCK 73 $83.10 $6,066.30
Disclosure

SEC source: 0000933141-18-000055 · primary_doc.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,519

Read SEC document
February 19, 2018 Filed Feb 21, 2018 12:24 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPHANTOM STOCK · Derivative 268.4297 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000052 · primary_doc.xml · derivative · entry 4

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 268.4297 shares

Expires 2018-02-19

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 19, 2018 Filed Feb 21, 2018 12:24 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCOMMON STOCK 268.4297 $84.30 $22,628.62
Disclosure

SEC source: 0000933141-18-000052 · primary_doc.xml · nonDerivative · entry 3

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,592

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 19, 2018 Filed Feb 21, 2018 12:24 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCOMMON STOCK 268.4297 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000052 · primary_doc.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,860

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 19, 2018 Filed Feb 21, 2018 12:24 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCOMMON STOCK 84 $84.30 $7,081.20
Disclosure

SEC source: 0000933141-18-000052 · primary_doc.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,592

Read SEC document
February 18, 2018 Filed Feb 20, 2018 15:52 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPHANTOM STOCK · Derivative 341.1049 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000037 · primary_doc.xml · derivative · entry 4

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 341.1049 shares

Expires 2018-02-18

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.

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 18, 2018 Filed Feb 20, 2018 15:52 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCOMMON STOCK 341.1049 $84.30 $28,755.14
Disclosure

SEC source: 0000933141-18-000037 · primary_doc.xml · nonDerivative · entry 3

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,676

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 18, 2018 Filed Feb 20, 2018 15:52 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCOMMON STOCK 341.1049 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000037 · primary_doc.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,017

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 18, 2018 Filed Feb 20, 2018 15:52 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCOMMON STOCK 91 $84.30 $7,671.30
Disclosure

SEC source: 0000933141-18-000037 · primary_doc.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,676

Read SEC document
February 17, 2018 Filed Feb 20, 2018 11:46 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionPHANTOM STOCK · Derivative 199.0413 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000035 · primary_doc.xml · derivative · entry 4

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 199.0413 shares

Expires 2018-02-17

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 17, 2018 Filed Feb 20, 2018 11:46 UTC IBERIABANK CORP IBKC · Entity 106403 Disposition to issuerCOMMON STOCK 199.0413 $84.30 $16,779.18
Disclosure

SEC source: 0000933141-18-000035 · primary_doc.xml · nonDerivative · entry 3

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,767

F1 · kind: SETTLEMENT OF PHANTOM STOCK.

Read SEC document
February 17, 2018 Filed Feb 20, 2018 11:46 UTC IBERIABANK CORP IBKC · Entity 106403 Exercise / conversionCOMMON STOCK 199.0413 Not disclosed Not disclosed
Disclosure

SEC source: 0000933141-18-000035 · primary_doc.xml · nonDerivative · entry 2

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,966

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 17, 2018 Filed Feb 20, 2018 11:46 UTC IBERIABANK CORP IBKC · Entity 106403 Tax withholdingCOMMON STOCK 80 $84.30 $6,744.00
Disclosure

SEC source: 0000933141-18-000035 · primary_doc.xml · nonDerivative · entry 1

PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,767

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.