Welcome to our dedicated page for Pinnacle Finl Partners SEC filings (Ticker: PNFP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Pinnacle Financial Partners SEC filings document the regulatory record of a Georgia-based regional bank holding company with NYSE-listed common stock and multiple preferred stock series. Its 8-K filings report operating results and financial condition, material events, capital-structure items and governance matters tied to the combined Pinnacle and Synovus banking organization.
Proxy and other disclosure materials cover shareholder voting matters, board governance, executive compensation arrangements and the company’s common stock, Series A preferred stock, Series B preferred stock and Series C depositary share structure. The filing record also documents the effective 2026 merger history involving Legacy Pinnacle, Synovus and the former Steel Newco corporate structure.
Pinnacle Financial Partners, Inc. completed a public offering of $750 million aggregate principal amount of 5.596% Fixed Rate / Floating Rate Senior Notes due 2032. The notes were issued under the company’s existing senior indenture and registered on a shelf registration statement on Form S-3.
The notes pay a fixed interest rate of 5.596% per year from May 19, 2026 to May 19, 2031, with interest paid semi-annually. From May 19, 2031 to May 19, 2032, interest will reset quarterly based on the Secured Overnight Financing Rate formula described in a May 12, 2026 prospectus supplement, plus 1.70%.
Pinnacle Financial Partners, Inc. ownership filing shows AQR Capital Management, LLC and parent AQR Capital Management Holdings, LLC report beneficial ownership of 3,995,642 shares of Common Stock, representing 2.64% of the class as of 03/31/2026. The filing states shared voting power of 3,972,251 shares and shared dispositive power of 3,995,642. The amendment is signed by an authorized signatory on 05/15/2026.
Pinnacle Financial Partners, Inc. reported a Schedule 13G filing showing beneficial ownership by Wellington-related entities. The filing states 9,124,570 shares held with 6.04% of the class as reported for the period ending 03/31/2026. The shares are owned of record by clients of Wellington investment advisers and voting/dispositive powers are reported as shared across multiple Wellington entities.
Pinnacle Financial Partners, Inc. agreed to sell $750 million aggregate principal amount of its 5.596% Fixed Rate / Floating Rate Senior Notes due 2032 to a syndicate of underwriters led by Morgan Stanley, RBC Capital Markets and Goldman Sachs.
The notes are being offered under the company’s existing shelf registration statement on Form S-3. The transaction is documented in an Underwriting Agreement containing customary representations, covenants, indemnities and closing conditions. The company expects the senior notes offering to close on May 19, 2026, subject to customary closing conditions.
Pinnacle Financial Partners, Inc. is offering $750,000,000 aggregate principal amount of 5.596% Fixed Rate / Floating Rate Senior Notes due 2032. The notes will be issued on May 19, 2026, pay fixed interest at 5.596% until May 19, 2031, then reset to Compounded SOFR + 1.70% through maturity on May 19, 2032. The notes are senior unsecured, not guaranteed by subsidiaries, not FDIC insured and will be issued in book-entry form through DTC. Net proceeds are intended for general corporate purposes and may include repayment of existing debt.
Pinnacle Financial Partners, Inc. filed a Form 13F reporting its institutional holdings via an aggregated report. The filing lists 2,572 portfolio entries with a total market value of $13,071,076,452. The report includes data from 3 other included managers.
Pinnacle Financial Partners, Inc. is offering senior unsecured fixed rate / floating rate notes due 2032. The notes pay a fixed rate through a defined fixed period and thereafter pay a floating rate tied to Compounded SOFR plus a spread. The notes are senior unsecured obligations of Pinnacle, are not guaranteed by subsidiaries, and are not FDIC insured. The issuer may redeem the notes on specified redemption dates (including a par call date one year prior to maturity) and may issue additional notes of the same series. Net proceeds are stated to be for general corporate purposes, which may include repayment of existing debt.
Pinnacle Financial Partners, Inc. is providing updated unaudited pro forma condensed combined financial information reflecting its merger with Synovus Financial Corp. as if completed at the start of 2025. The pro forma balance sheet shows total assets of $120,326,738k and total deposits of $98,712,114k.
The preliminary purchase price for Synovus is $7,575,978k, generating estimated goodwill of $1,629,339k based on Synovus net assets at fair value of $5,946,639k. Pro forma 2025 net income attributable to shareholders is $1,077,303k, with basic net income per common share of $6.80 on 149,602k weighted average shares. The company emphasizes these figures are illustrative, rely on preliminary fair value estimates and accounting assumptions, and may change materially as valuation and policy-conformance work is finalized.
Pinnacle Financial Partners, Inc. board chair M. Terry Turner reported a bona fide gift of 27,335 shares of Common Stock. The shares were transferred at no stated price as a gift rather than a market sale. After this disposition, Turner directly holds 425,351 Pinnacle Financial shares.
Pinnacle Financial Partners reported Q1 2026 results reflecting its merger with Synovus and a significantly larger balance sheet. Total assets reached $122.8 billion versus $57.7 billion at year-end 2025, with loans at $85.2 billion and deposits at $100.1 billion.
Net income was $150 million, up from $140 million a year earlier, but diluted EPS declined to $0.89 from $1.77 as the share count nearly doubled. Non-interest expense jumped to $952 million, including $275 million of merger-related costs such as advisory fees and employee expenses.
The merger generated preliminary goodwill of $1.6 billion and identifiable intangibles of $1.1 billion, lifting total goodwill to $3.48 billion and other intangibles to $1.09 billion. The total allowance for credit losses was about $1.0 billion, with an allowance for loan losses of $942 million as loan balances, pledged loans, and economic forecasts all increased.