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 |
|---|---|---|---|---|---|---|
| February 15, 2018 Filed Feb 16, 2018 14:48 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 63 | $83.55 | $5,263.65 |
DisclosureSEC source: 0000933141-18-000032 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,847 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 12:16 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000115 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,910 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| June 18, 2017 Filed Jun 19, 2017 11:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 428.5153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000102 · 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 · 428.5153 shares Expires 2017-06-18 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 |
| June 18, 2017 Filed Jun 19, 2017 11:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 428.5153 | $81.65 | $34,988.27 |
DisclosureSEC source: 0000933141-17-000102 · primary_doc.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,910 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| June 18, 2017 Filed Jun 19, 2017 11:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 428.5153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000102 · primary_doc.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,339 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 |
| June 18, 2017 Filed Jun 19, 2017 11:49 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 120 | $81.65 | $9,798.00 |
DisclosureSEC source: 0000933141-17-000102 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,910 Read SEC document |
| March 18, 2017 Filed Mar 20, 2017 16:07 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 333.9238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000079 · 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 · 333.9238 shares Expires 2017-03-18 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 |
| March 18, 2017 Filed Mar 20, 2017 16:07 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 333.9238 | $80.80 | $26,981.04 |
DisclosureSEC source: 0000933141-17-000079 · primary_doc.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| March 18, 2017 Filed Mar 20, 2017 16:07 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 333.9238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000079 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,364 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, 2017 Filed Feb 22, 2017 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 200.6914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000055 · primary_doc.xml · derivative · entry 6 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 200.6914 shares Expires 2017-02-20 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, 2017 Filed Feb 22, 2017 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 200.6914 | $85.25 | $17,108.94 |
DisclosureSEC source: 0000933141-17-000055 · primary_doc.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 200.6914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000055 · primary_doc.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231 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, 2017 Filed Feb 22, 2017 10:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 94 | $85.25 | $8,013.50 |
DisclosureSEC source: 0000933141-17-000044 · primary_doc.xml · nonDerivative · entry 4 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 262.4885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000055 · primary_doc.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 · 262.4885 shares Expires 2017-02-19 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, 2017 Filed Feb 22, 2017 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 262.4885 | $85.25 | $22,377.14 |
DisclosureSEC source: 0000933141-17-000055 · primary_doc.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 262.4885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000055 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,292 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, 2017 Filed Feb 22, 2017 10:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 94 | $85.25 | $8,013.50 |
DisclosureSEC source: 0000933141-17-000044 · primary_doc.xml · nonDerivative · entry 3 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,124 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 10:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 103 | $85.25 | $8,780.75 |
DisclosureSEC source: 0000933141-17-000044 · primary_doc.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,218 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 13:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 196.5149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000058 · 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 · 196.5149 shares Expires 2017-02-17 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, 2017 Filed Feb 22, 2017 13:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 196.5149 | $85.25 | $16,752.90 |
DisclosureSEC source: 0000933141-17-000058 · primary_doc.xml · nonDerivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 13:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 196.5149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-17-000058 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,227 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, 2017 Filed Feb 22, 2017 10:43 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 88 | $85.25 | $7,502.00 |
DisclosureSEC source: 0000933141-17-000044 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,321 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPHANTOM STOCK · Derivative | 724 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000035 · 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 · 724 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 667 | $85.60 Strike: $85.60 | $57,095.20 |
DisclosureSEC source: 0000933141-17-000035 · primary_doc.xml · derivative · entry 2 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 Underlying: COMMON STOCK · 667 shares Expires 2027-02-15 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 |
| February 15, 2017 Filed Feb 17, 2017 16:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000035 · primary_doc.xml · nonDerivative · entry 1 PRICE MICHAEL SCOTT · CIK 0001552481 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,409 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. 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.