Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST HORIZON CORPFHN · Entity 3480 | Sr EVP & Chief Credit Officer | May 13, 2024 | May 14, 2024 |
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 | 340,175 |
Ending reported balance
After 2024-05-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-13 · Tax withholding · Disposed 11,009 · Balance 361,593 F1: Reflects mandatory withholding of shares to pay withholding taxes associated with payment of performance stock unit award granted previously. Row 2 · 2024-05-13 · Tax withholding · Disposed 21,418 · Balance 340,175 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) | 6,241 |
Reported balance
Holding disclosure · report date 2024-05-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,241 |
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.
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 |
|---|---|---|---|---|---|---|
| April 27, 2020 Filed Apr 28, 2020 22:05 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 6,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014615 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,956 F1 · shares: Performance stock units granted in 2017. On 04/27/20, the Compensation Committee determined the performance level achieved. Units will vest 05/12/20, and will be settled with shares of common stock when paid on 05/12/22. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:32 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 4,114 | $14.05 | $57,801.70 |
DisclosureSEC source: 0001127602-20-009014 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,662 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 29,056 | $0.00 Strike: $15.90 | $0.00 |
DisclosureSEC source: 0001127602-20-006981 · form4.xml · derivative · entry 3 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,056 Underlying: Common Stock · 29,056 shares Expires 2027-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2021. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 7,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006981 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,776 F1 · shares: Grant of restricted stock units which will vest March 2, 2023. Read SEC document |
| November 25, 2019 Filed Nov 25, 2019 22:08 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 51,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033694 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,512 F1 · shares: Grant of restricted stock that will vest in full on the first anniversary of the closing date of the merger of the Issuer and IBERIABANK Corporation, and that will forfeit in full if that merger fails to close. This award is the "Closing Incentive Award" contemplated by a letter agreement between the Reporting Person and the Issuer, and is subject to the terms of that agreement. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionStock Options (Right to Buy) · Derivative | 37,264 | $0.00 Strike: $10.82 | $0.00 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · derivative · entry 8 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,264 shares Expires 2020-02-12 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. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 2,667 | $14.91 | $39,751.64 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · nonDerivative · entry 6 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,381 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 7,498 | $14.90 | $111,720.20 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · nonDerivative · entry 5 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,048 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 800 | $14.90 | $11,916.00 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · nonDerivative · entry 4 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,546 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 3,248 | $14.89 | $48,362.72 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · nonDerivative · entry 3 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,346 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | SaleCommon Stock | 15,412 | $14.88 | $229,330.56 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · nonDerivative · entry 2 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,594 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Exercise / conversionCommon Stock | 37,264 | $10.82 | $403,196.48 |
DisclosureSEC source: 0001127602-19-016317 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,006 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. Read SEC document |
| April 22, 2019 Filed Apr 23, 2019 20:18 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 11,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016060 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,742 F1 · shares: Performance stock units granted in 2016. On 04/22/19, the Compensation Committee determined that certain performance criteria had been achieved. Units will vest 05/12/19, and will be settled with shares of common stock when paid on 05/12/21. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 21:33 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 7,366 | $15.56 | $114,614.96 |
DisclosureSEC source: 0001127602-19-009948 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,925 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:40 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 29,163 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001127602-19-005688 · form4.xml · derivative · entry 3 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,163 Underlying: Common Stock · 29,163 shares Expires 2026-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2020. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:40 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 7,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005688 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,291.22 F1 · shares: Grant of restricted stock units which will vest March 2, 2022. Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 21:37 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 18,084 | $16.10 | $291,152.40 |
DisclosureSEC source: 0001127602-18-032889 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,001.22 F1 · shares: Reflects mandatory withholding of shares to pay required withholding taxes associated with vesting of retention restricted stock shares. Read SEC document |
| April 24, 2018 Filed Apr 30, 2018 20:35 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 8,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015570 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,085.22 F1 · shares: Performance stock units granted in 2015. On 04/23/18, the Compensation Committee determined that certain performance criteria had been achieved, effective 04/24/18. Units will vest 05/12/18, and will be settled with shares of common stock when paid on 5/12/2020. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:35 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 5,002 | $19.70 | $98,539.40 |
DisclosureSEC source: 0001127602-18-010365 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,939.22 F1 · shares: Reflects withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 21:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 23,542 | $0.00 Strike: $18.69 | $0.00 |
DisclosureSEC source: 0001127602-18-004941 · form4.xml · derivative · entry 3 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,542 Underlying: Common Stock · 23,542 shares Expires 2025-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2019. Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 21:24 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 5,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004941 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,941.22 F1 · shares: Grant of restricted stock units which will vest March 2, 2021. Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:02 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 3,309 | $17.63 | $58,337.67 |
DisclosureSEC source: 0001127602-17-018096 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,056.22 F1 · shares: Reflects withholding of shares to pay withholding taxes associated with vesting of performance stock unit award granted previously. Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 22:43 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 7,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015584 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,365.22 F1 · shares: Performance stock units granted 02/12/14. On 04/24/17, the Compensation Committee determined that certain performance criteria had been achieved, effective 04/25/17. Units will vest 05/12/17, and will be settled with shares of common stock. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:26 UTC | FIRST HORIZON CORP FHN · Entity 3480 | Tax withholdingCommon Stock | 5,881 | $20.14 | $118,443.34 |
DisclosureSEC source: 0001127602-17-010166 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,481.22 F1 · shares: Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock award granted previously. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:53 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantStock Options (Right to Buy) · Derivative | 20,907 | $0.00 Strike: $19.73 | $0.00 |
DisclosureSEC source: 0001127602-17-006102 · form4.xml · derivative · entry 3 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,907 Underlying: Common Stock · 20,907 shares Expires 2024-03-02 F2 · shares: Options vest 1/4 each year, beginning March 2, 2018. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:53 UTC | FIRST HORIZON CORP FHN · Entity 3480 | GrantCommon Stock | 10,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006102 · form4.xml · nonDerivative · entry 1 Springfield Susan L · CIK 0001562406 · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,362.22 F1 · shares: Grant of restricted stock units which will vest March 2, 2020. 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.