Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | Sr. EVP, Chief Risk Officer | May 13, 2024 | May 14, 2024 |
| IBERIABANK CORPIBKC · Entity 106403 | SEVP, CHIEF RISK OFFICER | July 01, 2020 | July 02, 2020 |
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.
FIRST HORIZON CORP
Report date May 13, 2024 · Filed May 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,985 |
Reported balance
After 2024-05-13 transaction · row 1
1 source rowRow 1 · 2024-05-13 · Tax withholding · Disposed 24,406 · Balance 184,985 F1: Reflects mandatory withholding of shares to pay withholding taxes associated with payment of performance stock unit award granted previously. |
| Common StockSEC Table I · non-derivative | Indirect401(K) | 1 |
Reported balance
Holding disclosure · report date 2024-05-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects mandatory withholding of shares to pay withholding taxes associated with payment of performance stock unit award granted previously.
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 | 20,208 |
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 4,187 · Balance 20,208 F1: TAX WITHHOLDING OF SHARES ASSOCIATED WITH THE ACCELERATED VESTING OF PRIOR RESTRICTED STOCK AWARDS AND RESTRICTED SHARE UNITS. |
| Common StockSEC Table I · non-derivative | Direct | 24,020 |
Reported balance
After 2020-07-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2020-07-01 · Grant · Acquired 3,812 · Balance 24,020 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. |
| Common StockSEC Table I · non-derivative | Direct | 24,835 |
Reported balance
After 2020-07-01 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2020-07-01 · Exercise / conversion · Acquired 815.1979 · Balance 24,835 F4: SETTLEMENT OF PHANTOM STOCK. F5: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. |
| Common StockSEC Table I · non-derivative | Direct | 24,020 |
Reported balance
After 2020-07-01 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2020-07-01 · Disposition to issuer · Disposed 815.1979 · Balance 24,020 F4: SETTLEMENT OF PHANTOM STOCK. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-07-01 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2020-07-01 · Other · Disposed 24,020 · Balance 0 F6: 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 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2020-07-01 · Other · Disposed 0.3803 · Balance 0 F7: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING. F6: 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-07-01 · Exercise / conversion · Disposed 815.1979 · Balance 0 F5: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK. F8: 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 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: SETTLEMENT OF PHANTOM STOCK.
F5: EACH SHARE OF PHANTOM STOCK IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF IBKC COMMON STOCK.
F6: 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.
F7: SHARES ACQUIRED THROUGH THE COMPANY'S 401(K) PLAN SINCE THE REPORTING PERSON'S LAST FORM 4 FILING.
F8: PAYMENT OF CASH IN SETTLEMENT OF PHANTOM STOCK.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2020 Filed Feb 18, 2020 14:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 128.7032 | $73.34 | $9,439.09 |
DisclosureSEC source: 0001562180-20-001289 · primarydocument.xml · nonDerivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,700 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 15, 2020 Filed Feb 18, 2020 14:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 128.7032 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001289 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,829 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 15, 2020 Filed Feb 19, 2020 09:36 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 61 | $73.34 | $4,473.74 |
DisclosureSEC source: 0001562180-20-001323 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,639 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 16:33 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 256 | $73.35 | $18,777.60 |
DisclosureSEC source: 0001562180-20-000353 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,700 Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 17:31 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantStock Options (Right to buy) · Derivative | 3,071 | $73.37 Strike: $73.37 | $225,319.27 |
DisclosureSEC source: 0001562180-20-000330 · primarydocument.xml · derivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,450 Underlying: Common Stock · 3,071 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 17:31 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 5,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000330 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,956 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 |
| November 18, 2019 Filed Nov 20, 2019 15:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 11,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-005606 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,723 F1 · shares: CLOSING INCENTIVE AWARD IN THE FORM OF RESTRICTED STOCK ISSUED FROM THE 2019 STOCK INCENTIVE PLAN; THE AWARD SHALL VEST IN FULL TWELVE MONTHS FOLLOWING THE CLOSING DATE OF THE MERGER. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 14:29 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 668 | $74.90 | $50,033.20 |
DisclosureSEC source: 0001562180-19-004139 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,451 Read SEC document |
| July 03, 2019 Filed Jul 5, 2019 12:10 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 100.4709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-003872 · primarydocument.xml · derivative · entry 4 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100.4709 shares Expires 2019-07-03 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 |
| July 03, 2019 Filed Jul 5, 2019 12:10 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 100.4709 | $75.74 | $7,609.67 |
DisclosureSEC source: 0001562180-19-003872 · primarydocument.xml · nonDerivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,119 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| July 03, 2019 Filed Jul 5, 2019 12:10 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 100.4709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-003872 · primarydocument.xml · nonDerivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,219 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 |
| July 03, 2019 Filed Jul 5, 2019 12:10 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 49 | $75.74 | $3,711.26 |
DisclosureSEC source: 0001562180-19-003872 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,119 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 15:01 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 176 | $78.78 | $13,865.28 |
DisclosureSEC source: 0001562180-19-001328 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,168 Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 225.028 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · derivative · entry 9 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 225.028 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. 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, 2019 Filed Feb 20, 2019 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 225.028 | $77.03 | $17,333.91 |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · nonDerivative · entry 6 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,344 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 225.028 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · nonDerivative · entry 5 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,569 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 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 68 | $77.03 | $5,238.04 |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · nonDerivative · entry 4 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,344 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 126.8122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · derivative · entry 8 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 126.8122 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. 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, 2019 Filed Feb 20, 2019 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 126.8122 | $77.03 | $9,768.34 |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · nonDerivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,412 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 126.8122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · nonDerivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,539 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 11:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 61 | $77.03 | $4,698.83 |
DisclosureSEC source: 0001562180-19-001098 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,412 Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 13:01 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantStock Options (Right to buy) · Derivative | 2,783 | $70.32 Strike: $70.32 | $195,700.56 |
DisclosureSEC source: 0001562180-19-000294 · primarydocument.xml · derivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,484 Underlying: Common Stock · 2,783 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 13:01 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCommon Stock | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000294 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,473 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 03, 2018 Filed Aug 6, 2018 14:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 98.8359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-003489 · primarydocument.xml · derivative · entry 4 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 98.8359 shares Expires 2018-08-03 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 |
| August 03, 2018 Filed Aug 6, 2018 14:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 98.8359 | $83.35 | $8,237.97 |
DisclosureSEC source: 0001562180-18-003489 · primarydocument.xml · nonDerivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,784 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 14:39 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 98.8359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-003489 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,882.8359 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 |
| August 01, 2018 Filed Aug 3, 2018 13:12 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 506 | $84.15 | $42,579.90 |
DisclosureSEC source: 0001562180-18-003468 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,784 Read SEC document |
| July 03, 2018 Filed Jul 5, 2018 14:56 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCommon Stock | 37 | $76.55 | $2,832.35 |
DisclosureSEC source: 0001562180-18-003236 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,290 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 12:11 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPhantom Stock · Derivative | 123.2253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-001644 · primarydocument.xml · derivative · entry 4 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 123.2253 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 12:11 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCommon Stock | 123.2253 | $82.85 | $10,209.22 |
DisclosureSEC source: 0001562180-18-001644 · primarydocument.xml · nonDerivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,327 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 12:11 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCommon Stock | 123.2253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-001644 · primarydocument.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,450 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 22, 2018 Filed Feb 26, 2018 12:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 1,977 | $82.20 Strike: $82.20 | $162,509.40 |
DisclosureSEC source: 0000933141-18-000069 · primary_doc.xml · derivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445 Underlying: COMMON STOCK · 1,977 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 12:05 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 1,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-18-000069 · primary_doc.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,327 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 |
| February 18, 2018 Filed Feb 20, 2018 15:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionPHANTOM STOCK · Derivative | 219.4303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-18-000036 · primary_doc.xml · derivative · entry 5 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 219.4303 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 15:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Disposition to issuerCOMMON STOCK | 219.4303 | $84.30 | $18,497.97 |
DisclosureSEC source: 0000933141-18-000036 · primary_doc.xml · nonDerivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,013 F1 · kind: SETTLEMENT OF PHANTOM STOCK. Read SEC document |
| February 18, 2018 Filed Feb 20, 2018 15:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Exercise / conversionCOMMON STOCK | 219.4303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000933141-18-000036 · primary_doc.xml · nonDerivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,232 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 15:44 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 60 | $84.30 | $5,058.00 |
DisclosureSEC source: 0000933141-18-000036 · primary_doc.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,013 Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 14:23 UTC | IBERIABANK CORP IBKC · Entity 106403 | Tax withholdingCOMMON STOCK | 54 | $83.55 | $4,511.70 |
DisclosureSEC source: 0000933141-18-000025 · primary_doc.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · SEVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,073 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 11:52 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000112 · primary_doc.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,127 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 |
| July 03, 2017 Filed Jul 5, 2017 11:06 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantPHANTOM STOCK · Derivative | 485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000104 · primary_doc.xml · derivative · entry 3 AKINS TERRY LAWSON · CIK 0001462565 · EVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 485 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 |
| July 03, 2017 Filed Jul 5, 2017 11:06 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantSTOCK OPTIONS · Derivative | 506 | $82.45 Strike: $82.45 | $41,719.70 |
DisclosureSEC source: 0000933141-17-000104 · primary_doc.xml · derivative · entry 2 AKINS TERRY LAWSON · CIK 0001462565 · EVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167 Underlying: COMMON STOCK · 506 shares Expires 2027-07-03 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 |
| July 03, 2017 Filed Jul 5, 2017 11:06 UTC | IBERIABANK CORP IBKC · Entity 106403 | GrantCOMMON STOCK | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0000933141-17-000104 · primary_doc.xml · nonDerivative · entry 1 AKINS TERRY LAWSON · CIK 0001462565 · EVP, CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,127 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.