Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IBERIABANK CORPIBKC · Entity 106403 | EVP, CHIEF CREDIT OFFICER | July 01, 2020 | July 02, 2020 |
| NewtekOne, Inc.NEWT · Entity 5823 | President, Newtek Bank, N.A. | December 31, 2024 | January 30, 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 | 0 |
Ending reported balance
After 2020-07-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-07-01 · Tax withholding · Disposed 3,031 · Balance 11,576 F1: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS AND RESTRICTED SHARE UNITS. Row 2 · 2020-07-01 · Grant · Acquired 3,277 · Balance 14,853 F2: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING. F3: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Row 3 · 2020-07-01 · Other · Disposed 14,853 · 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401K | 0 |
Reported balance
After 2020-07-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-07-01 · Other · Disposed 226.2477 · Balance 0 F5: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS AND RESTRICTED SHARE UNITS.
F2: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING.
F3: EACH RESTRICTED SHARE UNIT 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: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING.
NewtekOne, Inc.
Report date December 31, 2024 · Filed January 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 44,471 |
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 253 · Balance 44,471 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 44,471 |
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 308 · Balance 44,471 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 44,471 |
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 350 · Balance 44,471 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 44,471 |
Reported balance
After 2024-08-02 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2024-08-02 · Tax withholding · Disposed 3,150 · Balance 44,471 F2: Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares. |
| Common stockSEC Table I · non-derivative | Direct | 44,471 |
Reported balance
After 2024-10-21 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2024-10-21 · Purchase · Acquired 386 · Balance 44,471 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.
F2: Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares.
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 Jan 30, 2025 21:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 386 | $13.46 | $5,195.56 |
DisclosureSEC source: 0001587987-25-000018 · wk-form5_1738271993.xml · nonDerivative · entry 5 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,471 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 20:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 8,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000219 · wk-form4_1728417596.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,883 F1 · kind: On October 4, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 8,237 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 |
| August 02, 2024 Filed Jan 30, 2025 21:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | Tax withholdingCommon stock | 3,150 | $13.21 | $41,611.50 |
DisclosureSEC source: 0001587987-25-000018 · wk-form5_1738271993.xml · nonDerivative · entry 4 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,471 F2 · kind: Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares. Read SEC document |
| July 19, 2024 Filed Jan 30, 2025 21:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 350 | $14.38 | $5,033.00 |
DisclosureSEC source: 0001587987-25-000018 · wk-form5_1738271993.xml · nonDerivative · entry 3 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,471 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 17:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 7,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000151 · wk-form4_1719942272.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,646 F1 · kind: On July 1, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 7,955 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 |
| May 22, 2024 Filed May 24, 2024 14:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $13.23 | $6,615.00 |
DisclosureSEC source: 0001587987-24-000103 · wk-form4_1716559605.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,691 Read SEC document |
| April 15, 2024 Filed Jan 30, 2025 21:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 308 | $11.22 | $3,455.76 |
DisclosureSEC source: 0001587987-25-000018 · wk-form5_1738271993.xml · nonDerivative · entry 2 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,471 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| January 12, 2024 Filed Jan 30, 2025 21:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 253 | $12.79 | $3,235.87 |
DisclosureSEC source: 0001587987-25-000018 · wk-form5_1738271993.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,471 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 20, 2023 Filed Jan 25, 2024 20:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 238 | $13.40 | $3,189.20 |
DisclosureSEC source: 0001587987-24-000019 · wk-form5_1706213447.xml · nonDerivative · entry 4 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,630 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 02, 2023 Filed Jan 25, 2024 20:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | Tax withholdingCommon stock | 2,733 | $17.98 | $49,139.34 |
DisclosureSEC source: 0001587987-24-000019 · wk-form5_1706213447.xml · nonDerivative · entry 3 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,392 F2 · kind: Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares. Read SEC document |
| July 21, 2023 Filed Jan 25, 2024 20:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 249 | $17.92 | $4,462.08 |
DisclosureSEC source: 0001587987-24-000019 · wk-form5_1706213447.xml · nonDerivative · entry 2 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,125 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 14, 2023 Filed Jan 25, 2024 20:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 337 | $13.05 | $4,397.85 |
DisclosureSEC source: 0001587987-24-000019 · wk-form5_1706213447.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,876 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 21, 2023 Filed Mar 21, 2023 14:12 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 3,000 | $12.45 | $37,350.00 |
DisclosureSEC source: 0001209191-23-020157 · doc4.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,539 Read SEC document |
| December 30, 2022 Filed Jan 24, 2023 19:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,008 | $16.25 | $16,380.00 |
DisclosureSEC source: 0001209191-23-004542 · doc5.xml · nonDerivative · entry 5 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,539 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 30, 2022 Filed Jan 24, 2023 19:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 896 | $16.32 | $14,622.72 |
DisclosureSEC source: 0001209191-23-004542 · doc5.xml · nonDerivative · entry 4 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,539 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 12:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 9,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044705 · doc4.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,851 F1 · kind: On August 4, 2022, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 9,416 restricted shares of the Issuer's common stock as a restricted stock award with a three (3) year cliff vest. 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 |
| August 02, 2022 Filed Jan 24, 2023 19:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | Tax withholdingCommon stock | 2,412 | $20.71 | $49,952.52 |
DisclosureSEC source: 0001209191-23-004542 · doc5.xml · nonDerivative · entry 3 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,539 F2 · kind: Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares Read SEC document |
| June 30, 2022 Filed Jan 24, 2023 19:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 748 | $18.93 | $14,159.64 |
DisclosureSEC source: 0001209191-23-004542 · doc5.xml · nonDerivative · entry 2 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,539 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| March 31, 2022 Filed Jan 24, 2023 19:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 448 | $26.70 | $11,961.60 |
DisclosureSEC source: 0001209191-23-004542 · doc5.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · President, Newtek Bank, N.A. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,539 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| December 30, 2021 Filed Jan 10, 2022 14:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 680 | $27.39 | $18,625.20 |
DisclosureSEC source: 0001209191-22-002635 · doc5.xml · nonDerivative · entry 2 YOUNG NICOLAS · CIK 0001728694 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,435 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 30, 2021 Filed Jan 10, 2022 14:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 558 | $27.73 | $15,473.34 |
DisclosureSEC source: 0001209191-22-002635 · doc5.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,435 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| August 02, 2021 Filed Aug 17, 2021 15:30 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 17,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-051771 · doc4.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,197 F1 · shares: On August 2, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 17,197 restricted shares of the Issuer's common stock as a restricted stock award. One-third of the Award will vest on each of the following dates: August 2, 2022; August 2, 2023 and August 2, 2024. Dividends, in the form of common stock, will be paid during the restricted period, and such common stock will also vet pursuant to the vesting schedule. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:38 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 226.2477 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004912 · primarydocument.xml · nonDerivative · entry 4 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By 401K Disclosed balance after: 0 F5 · shares: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING. 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 19:38 UTC | IBERIABANK CORP IBKC · Entity 106403 | OtherCommon Stock | 14,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004912 · primarydocument.xml · nonDerivative · entry 3 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT 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 19:38 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 3,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004912 · primarydocument.xml · nonDerivative · entry 2 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,853 F2 · shares: DELIVERY OF SHARES OF COMMON STOCK IN SETTLEMENT OF PERFORMANCE UNITS UPON VESTING. F3 · price: EACH RESTRICTED SHARE UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 19:38 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 3,031 | $43.08 | $130,575.48 |
DisclosureSEC source: 0001562180-20-004912 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,576 F1 · shares: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS AND RESTRICTED SHARE UNITS. Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 12:54 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 111 | $73.01 | $8,104.11 |
DisclosureSEC source: 0001562180-20-001525 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,607 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of stock-settled RSAs. Read SEC document |
| January 11, 2020 Filed Jan 13, 2020 17:54 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 158 | $73.35 | $11,589.30 |
DisclosureSEC source: 0001562180-20-000365 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,718 Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 17:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantStock Options (Right to buy) · Derivative | 2,754 | $73.37 Strike: $73.37 | $202,060.98 |
DisclosureSEC source: 0001562180-20-000331 · primarydocument.xml · derivative · entry 3 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721 Underlying: Common Stock · 2,754 shares Expires 2030-01-09 F3 · shares: STOCK OPTIONS AWARDED VIA ISSUER'S 2019 STOCK INCENTIVE PLAN, WILL VEST OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 33.33% PER YEAR. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 17:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 4,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000331 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,876 F1 · shares: GRANT OF RESTRICTED STOCK AWARDED VIA ISSUER'S 2019 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING WITH THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 14:48 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 1,079 | $74.90 | $80,817.10 |
DisclosureSEC source: 0001562180-19-004144 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,184 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 15:52 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 111 | $78.78 | $8,744.58 |
DisclosureSEC source: 0001562180-19-001362 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,263 Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 13:22 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantStock Options (Right to buy) · Derivative | 2,075 | $70.32 Strike: $70.32 | $145,914.00 |
DisclosureSEC source: 0001562180-19-000297 · primarydocument.xml · derivative · entry 3 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 Underlying: Common Stock · 2,075 shares Expires 2029-01-11 F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 33.33% PER YEAR. Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 13:22 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000297 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,374 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING WITH THE FIRST ANNIVERSARY OF THE DATE OF THE GRANT. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 14:00 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 912 | $84.15 | $76,744.80 |
DisclosureSEC source: 0001562180-18-003474 · primarydocument.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,114 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 12:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 1,544 | $82.20 Strike: $82.20 | $126,916.80 |
DisclosureSEC source: 0000933141-18-000072 · primary_doc.xml · derivative · entry 2 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,544 shares Expires 2028-02-22 F2 · shares: STOCK OPTIONS, AWARDED VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST OVER A 3-YEAR PERIOD COMMENCING ON THE FIRST ANNIVERSARY OF THE DATE OF GRANT AT 33.33% PER YEAR. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 12:37 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-18-000072 · primary_doc.xml · nonDerivative · entry 1 YOUNG NICOLAS · CIK 0001728694 · EVP, CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,026 F1 · shares: GRANT OF RESTRICTED STOCK AWARDS VIA ISSUER'S 2016 STOCK INCENTIVE PLAN, WILL VEST EQUALLY OVER A 3-YEAR PERIOD COMMENCING WITH 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.