TRUSTMARK TAILORED WEALTH FIRM OPERATIONS MANAGER

0001567619-22-010266.txt : 20220512 0001567619-22-010266.hdr.sgml : 20220512 20220512150147 ACCESSION NUMBER: 0001567619-22-010266 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TRUSTMARK NATIONAL BANK TRUST DEPARTMENT CENTRAL INDEX KEY: 0000861176 IRS NUMBER: 640180810 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02681 FILM NUMBER: 22917334 BUSINESS ADDRESS: STREET 1: 248 EAST CAPITOL STREET CITY: JACKSON STATE: MS ZIP: 39201 BUSINESS PHONE: 6013545111 MAIL ADDRESS: STREET 1: 248 EAST CAPITOL STREET CITY: JACKSON STATE: MS ZIP: 39201 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000861176 XXXXXXXX 03-31-2022 03-31-2022 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

248 EAST CAPITOL STREET JACKSON MS 39201

13F HOLDINGS REPORT 028-02681 N STEPHEN G. SAMSON TRUSTMARK TAILORED WEALTH FIRM OPERATIONS MANAGER 601-208-7222 /s/ STEPHEN G. 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DFND NONE 5000 0 0 Schlumberger NV COM STK 806857108 76 1850 SH DFND NONE 1850 0 0 ServisFirst Bancshares Inc COM 81768T108 214 2250 SH DFND NONE 2250 0 0 Skyworks Solutions Inc COM 83088M102 57 425 SH DFND NONE 425 0 0 Skyworks Solutions Inc COM 83088M102 2487 18660 SH DFND NONE 18660 0 0 Snap-on Inc COM 833034101 77 375 SH DFND NONE 375 0 0 Snap-on Inc COM 833034101 1451 7062 SH DFND NONE 7062 0 0 Southern Co/The COM 842587107 848 11701 SH DFND NONE 11701 0 0 Southern Co/The COM 842587107 6306 86971 SH DFND NONE 86971 0 0 Sun Communities Inc COM 866674104 351 2000 SH DFND NONE 2000 0 0 TEXAS INSTRUMENTS COM 882508104 123 670 SH DFND NONE 670 0 0 TEXAS INSTRUMENTS COM 882508104 1480 8068 SH DFND NONE 8068 0 0 TSMC SPONSORED ADS 874039100 548 5252 SH DFND NONE 5252 0 0 Target Corp COM 87612E106 59 280 SH DFND NONE 280 0 0 Target Corp COM 87612E106 1394 6568 SH DFND NONE 6568 0 0 Thermo Fisher Scientific Inc COM 883556102 174 295 SH DFND NONE 295 0 0 Thermo Fisher Scientific Inc COM 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NONE 4820 0 0 Union Pacific Corp COM 907818108 225 823 SH DFND NONE 823 0 0 United Airlines Holdings Inc COM 910047109 30 650 SH DFND NONE 650 0 0 United Airlines Holdings Inc COM 910047109 350 7550 SH DFND NONE 7550 0 0 United Rentals Inc COM 911363109 105 295 SH DFND NONE 295 0 0 United Rentals Inc COM 911363109 1737 4891 SH DFND NONE 4891 0 0 UnitedHealth Group Inc COM 91324P102 28 55 SH DFND NONE 55 0 0 UnitedHealth Group Inc COM 91324P102 2475 4854 SH DFND NONE 4854 0 0 VANGUARD ETF/USA DIV APP ETF 921908844 335 2065 SH DFND NONE 2065 0 0 VANGUARD ETF/USA SHRT TRM CORP BD 92206C409 1110 14218 SH DFND NONE 14188 0 30 VANGUARD ETF/USA SHRT TRM CORP BD 92206C409 38029 486990 SH DFND NONE 486388 0 602 VANGUARD ETF/USA INT-TERM CORP 92206C870 1433 16657 SH DFND NONE 16657 0 0 VANGUARD ETF/USA SM CP VAL ETF 922908611 76 430 SH DFND NONE 430 0 0 VANGUARD ETF/USA SM CP VAL ETF 922908611 3106 17653 SH DFND NONE 17653 0 0 VERIZON COMMUN COM 92343V104 373 7324 SH DFND NONE 7324 0 0 VERIZON 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SH DFND NONE 12561 0 153 Vanguard ETF/USA SMALL CP ETF 922908751 53900 253624 SH DFND NONE 252880 0 744 Vanguard ETF/USA TOTAL STK MKT 922908769 691 3034 SH DFND NONE 2954 0 80 Vanguard Group Inc/The LARGE CAP ETF 922908637 1228 5889 SH DFND NONE 5889 0 0 Vanguard Group Inc/The LARGE CAP ETF 922908637 7023 33684 SH DFND NONE 33684 0 0 Voya Investments LLC CORE S&P MCP ETF 464287507 53 199 SH DFND NONE 199 0 0 Voya Investments LLC CORE S&P MCP ETF 464287507 1051 3918 SH DFND NONE 3918 0 0 WASTE MANAGEMENT COM 94106L109 323 2041 SH DFND NONE 2041 0 0 WEC Energy Group Inc COM 92939U106 75 750 SH DFND NONE 750 0 0 WEC Energy Group Inc COM 92939U106 217 2173 SH DFND NONE 2173 0 0 WELLS FARGO & CO COM 949746101 122 2527 SH DFND NONE 2527 0 0 WELLS FARGO & CO COM 949746101 187 3852 SH DFND NONE 3852 0 0 WISDOMTREE ASSET MANAGEMENT INC US MIDCAP DIVID 97717W505 1485 33434 SH DFND NONE 33434 0 0 WISDOMTREE ASSET MANAGEMENT INC US SMALLCAP DIVD 97717W604 470 14732 SH DFND NONE 14732 0 0 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