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. Chief Risk Officer Shellie Creson reported a small, compensation-related share disposition. On vesting of restricted stock units and related dividends, 4 shares of Common Stock were withheld to satisfy tax obligations at $83.55 per share.
This was a tax-withholding disposition, not an open-market sale, and Creson continues to hold 24,036 shares of Pinnacle Financial Partners Common Stock directly after the transaction.
Pinnacle Financial Partners Chief Operating Officer Daniel Zachary Bishop reported a small tax-related share disposition. On this Form 4, 7 shares of common stock were withheld at $83.55 per share to cover tax withholding obligations tied to vesting restricted stock units and related dividends. After this transaction, he directly holds 33,186 shares of Pinnacle Financial Partners common stock, indicating the event is a routine compensation and tax-settlement matter rather than an open-market trade.
Pinnacle Financial Partners, Inc. reported a small insider tax-related transaction by its Chief Accounting Officer, Jill K. Hurley. On March 30, 2026, 3 shares of common stock were disposed of at $83.55 per share to cover tax withholding tied to vesting restricted stock units and related dividends. After this routine withholding, Hurley directly holds 2,662 shares of common stock.
Pinnacle Financial Partners Chief Financial Officer Andrew J. Gregory Jr. reported a small tax-related share disposition. On this Form 4, 5 shares of common stock were withheld at $83.55 per share to cover tax obligations tied to vesting restricted stock units and related dividend payments.
After this withholding, he directly owns 48,742 shares of Pinnacle Financial Partners common stock. This was not an open-market sale but a routine tax-withholding event connected to equity compensation.
Pinnacle Financial Partners Inc: The Vanguard Group filed a Schedule 13G reporting 0 shares and 0% beneficial ownership of Pinnacle Financial Partners common stock (CUSIP 72346Q104). The filing states Vanguard disaggregated holdings after an internal realignment in accordance with SEC Release No. 34-39538, and certain subsidiaries will report separately. The form is signed by Ashley Grim on 03/26/2026.
Pinnacle Financial Partners, Inc. completed its previously announced merger on January 1, 2026, combining Synovus Financial Corp. and Legacy Pinnacle into a new Georgia corporation now named Pinnacle Financial Partners, Inc. New Pinnacle is the surviving parent of the combined organization.
The company reports that Synovus Bank was merged into Pinnacle Bank on January 2, 2026, after Pinnacle Bank became a member of the Federal Reserve System. Synovus shareholders received 0.5237 New Pinnacle common shares per Synovus share, while Legacy Pinnacle shareholders received one New Pinnacle share per Legacy Pinnacle share.
The filing also notes that New Pinnacle’s common and preferred stock now trade on the NYSE under the PNFP family of symbols, and that Synovus securities have been delisted and deregistered. As an exhibit, the company includes the 2025 Form 10‑K of Legacy Synovus, which details Synovus’ pre‑merger operations, financial condition, and regulatory capital ratios, including total assets of $61.36 billion and deposits of $51.32 billion as of December 31, 2025.
Pinnacle Financial Partners reports its annual overview for the year ended December 31, 2025, based on Legacy Pinnacle before its merger with Synovus. The firm had approximately $57.7 billion in total assets and a market value of about $8.44 billion in common equity held by non‑affiliates as of June 30, 2025. There were 77,661,626 common shares outstanding as of December 31, 2025, and 141 banking offices across nine Southeastern states. On January 1, 2026, Legacy Pinnacle and Synovus each merged into Steel Newco Inc., which was renamed Pinnacle Financial Partners, Inc., and new common and preferred shares began trading on the NYSE. Capital ratios at year-end 2025 were above “well‑capitalized” thresholds, and the bank employed about 3,709 full-time equivalent team members while highlighting a strong workplace culture and extensive risk and regulatory frameworks.
Pinnacle Financial Partners, Inc. Chief Operating Officer Daniel Zachary Bishop reported a tax-withholding disposition of 1,380 shares of common stock at $95.12 per share. These shares were automatically withheld when restricted stock units vested to cover tax obligations, rather than sold in an open-market transaction.
After this adjustment, Bishop directly holds 33,193 common shares, which the disclosure notes includes 219 shares that were acquired through dividend accruals. The filing reflects routine equity compensation and related tax handling for a senior executive.
Pinnacle Financial Partners, Inc. Chief Administrative Officer Jennifer Spinks Upshaw reported a Form 4 transaction in which 593 shares of common stock were disposed of on February 13, 2026 at $95.12 per share to cover tax withholding obligations upon the vesting of restricted stock units. After this tax-withholding disposition, she directly owns 12,528 common shares, including 82 shares acquired through dividend accruals.
Pinnacle Financial Partners Chief Legal Officer Allan E. Kamensky reported a series of equity award transactions. On February 13–16, 2026, he exercised restricted stock units into common stock in three blocks of 738, 1,094 and 807 shares at $0 per share as derivative exercises. He then disposed of equal blocks of 738, 1,094 and 807 common shares back to the issuer at $95.12 per share, ending with 48,940 common shares held directly.
He also reports 2,666 common shares held indirectly by his spouse as of February 13, 2026. A related footnote states that certain restricted stock units are settled in cash upon vesting, with one-third vesting each year over three years, subject to continued employment.