Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HANCOCK WHITNEY CORPHWC · Entity 3804 | EVP / General Counsel · Corporate Secretary | February 16, 2024 | February 21, 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.
HANCOCK WHITNEY CORP
Report date February 16, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,037.2342 |
Reported balance
After 2024-02-16 transaction · row 1
1 source rowRow 1 · 2024-02-16 · Grant · Acquired 2,964 · Balance 68,037.2342 F1: Restricted Stock Unit granted in accordance with the Company's 2020 Long Term Incentive Plan. These awards vest incrementally over 3 years. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Unit granted in accordance with the Company's 2020 Long Term Incentive Plan. These awards vest incrementally over 3 years.
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 |
|---|---|---|---|---|---|---|
| November 21, 2016 Filed Nov 22, 2016 21:34 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 1,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068135 · form4.xml · nonDerivative · entry 3 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,609 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. F3 · kind: Vesting of restricted stock awards granted 11-21-11 with a vesting schedule of 20% per year. Read SEC document |
| November 20, 2016 Filed Nov 22, 2016 21:34 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionRestricted Stock Award · Derivative | 413 | $0.00 Strike: $34.11 | $0.00 |
DisclosureSEC source: 0001127602-16-068135 · form4.xml · derivative · entry 11 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239 Underlying: Common Stock · 413 shares Expires 2019-11-20 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. F4 · security: Restricted Stock Award granted in accordance with the Company's 2014 Long Term Incentive Plan. These awards have a five year vesting schedule. Read SEC document |
| November 20, 2016 Filed Nov 22, 2016 21:34 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Tax withholdingCommon Stock | 134 | $40.95 | $5,487.30 |
DisclosureSEC source: 0001127602-16-068135 · form4.xml · nonDerivative · entry 2 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,798 F2 · kind: Withholding of shares for payment of tax liability. Read SEC document |
| November 20, 2016 Filed Nov 22, 2016 21:34 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068135 · form4.xml · nonDerivative · entry 1 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,932 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: Vesting of restricted stock awards granted 11-20-14 with a vesting schedule of 20% per year. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:15 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | GrantRestricted Stock Award · Derivative | 1,838 | $0.00 Strike: $39.10 | $0.00 |
DisclosureSEC source: 0001127602-16-067624 · form4.xml · derivative · entry 8 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,838 Underlying: Restricted Stock Award · 1,838 shares Expires 2021-11-15 F1 · security: Restricted Stock Award granted in accordance with the Company's 2014 Long Term Incentive Plan. These awards vest 1/3 per year over 3 years, with a 2 year post vest hold. Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 21:39 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionRestricted Stock Award · Derivative | 817 | $0.00 Strike: $28.78 | $0.00 |
DisclosureSEC source: 0001127602-16-067223 · form4.xml · derivative · entry 9 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632 Underlying: Restricted Stock Award · 817 shares Expires 2020-11-13 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 · security: Restricted Stock Award granted in accordance with the Company's 2014 Long Term Incentive Plan. These awards vest 1/3 per year over 3 years, with a 2 year post vest hold. F1 · shares: Restricted Stock Award granted in accordance with the Company's 2014 Long Term Incentive Plan. These awards vest 1/3 per year over 3 years, with a 2 year post vest hold. F2 · shares: Acquisition of shares upon vesting of a Restricted Stock Award granted on November 13, 2015. Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 21:39 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Tax withholdingCommon Stock | 265 | $38.05 | $10,083.25 |
DisclosureSEC source: 0001127602-16-067223 · form4.xml · nonDerivative · entry 2 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,519 F3 · shares: Withholding of shares for payment of tax liability. Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 21:39 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067223 · form4.xml · nonDerivative · entry 1 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,784 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 · shares: Restricted Stock Award granted in accordance with the Company's 2014 Long Term Incentive Plan. These awards vest 1/3 per year over 3 years, with a 2 year post vest hold. F2 · shares: Acquisition of shares upon vesting of a Restricted Stock Award granted on November 13, 2015. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionEmployee Incentive Stock Option (Right to Buy) · Derivative | 3,249 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · derivative · entry 17 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796 Underlying: Common Stock · 3,249 shares Expires 2021-11-21 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 |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionEmployee Incentive Stock Option (Right to Buy) · Derivative | 3,935 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · derivative · entry 16 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,045 Underlying: Common Stock · 3,935 shares Expires 2021-11-21 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 |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionEmployee Incentive Stock Option (Right to Buy) · Derivative | 3,711 | $0.00 Strike: $32.09 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · derivative · entry 15 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,711 shares Expires 2020-11-16 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 |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionEmployee Incentive Stock Option (Right to Buy) · Derivative | 1,335 | $0.00 Strike: $32.09 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · derivative · entry 14 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,711 Underlying: Common Stock · 1,335 shares Expires 2020-11-16 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 |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | SaleCommon Stock | 3,249 | $37.53 | $121,943.09 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 8 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,967 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 7 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,216 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 · shares: Acquisition of shares from exercise of Incentive stock options. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | SaleCommon Stock | 3,935 | $37.53 | $147,690.39 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 6 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,967 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 3,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 5 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,902 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 · shares: Acquisition of shares from the exercise of Nonqualified stock options. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | SaleCommon Stock | 3,711 | $37.53 | $139,283.11 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 4 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,967 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 3,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 3 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,678 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 · shares: Acquisition of shares from exercise of Incentive stock options. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | SaleCommon Stock | 1,335 | $37.53 | $50,105.89 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 2 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,967 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 00:08 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | Exercise / conversionCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067049 · form4.xml · nonDerivative · entry 1 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,302 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 · shares: Acquisition of shares from the exercise of Nonqualified stock options. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:09 UTC | HANCOCK WHITNEY CORP HBHC · Entity 3804 | GrantDeferred Compensation Plan | 20.1616 | $32.06 | $646.38 |
DisclosureSEC source: 0001127602-16-062669 · form4.xml · nonDerivative · entry 1 Phillips Joy L · CIK 0001352813 · EVP / General Counsel · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Through deferred compensation plan Disclosed balance after: 2,713.3975 F1 · shares: Dividends earned on equity shares held in the Company's Non-Qualified Deferred Compensation Plan. 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.