TRMK at a glance
TRUSTMARK CORP (TRMK, SEC CIK 36146) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), TRUSTMARK CORP (TRMK) reported revenue of $948.6 million (down 1.2% from FY2024) and net income of $224.1 million. Diluted EPS was $3.70.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding TRUSTMARK CORP (TRMK) shares worth $1.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Eduardo Marcelo L on September 2, 2026 of 530 shares at $45.63 per share.
- In the last 90 days, TRMK insiders reported 0 open-market purchases ($0) and 1 open-market sale ($24K) on Form 4, a net sale of $24K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $948.6M
- −1.2% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$24K
- 13F holders
- 30 funds
- $1.3B · −1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 7.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not detailed; filing primarily references proxy statement filings for executive compensation and ownership
- No new products, services, or business segments introduced or emphasized in this filing
- No strategic shifts or changes in competitive positioning discussed in this section
- No quantitative metrics such as employee count, R&D spend, or market share disclosed here
- Filing distinctive for relying entirely on incorporation by reference to upcoming Proxy Statement for critical business and governance information
Risk Factors
- Regulatory risk: DOJ enforcement of Equal Credit Opportunity Act and fair lending laws threatens civil penalties and restrictions on mergers or expansion
- Macroeconomic risk: Exposure to US recession risk causing higher loan delinquencies and credit losses in Trustmark’s domestic customer base
- Operational risk: Potential ineffective hedging of mortgage servicing rights due to model inaccuracies and counterparty risks in derivative contracts
- Competitive risk: Fintech disruption from blockchain and distributed ledger technologies challenging Trustmark’s traditional banking model
- Financial risk: Capital adequacy pressures to maintain Basel III common equity Tier 1 ratio minimum 7.0% and leverage ratio minimum 4.0%
Management Discussion & Analysis
- Revenue $799.8M in 2025, up 42.6% YoY vs $561.0M in 2024; driven by net interest income growth and noninterest income increase
- Net interest income $636.1M, up 8.8% YoY; interest expense down 16.9% to $312.5M, interest on deposits down 16.6%
- Operating margin improvement via net interest margin and wealth management: net income $224.1M in 2025 vs $223.0M in 2024, ROATE 12.97% vs 15.20%, ROA 1.21% vs 1.20%
- Best segment: mortgage banking net income up 24.2% to $33.1M; worst segment: other, net down 24.7% to $13.4M due to fair value adjustments
- Cash flow: $175M subordinated notes issued, $125M notes repaid; dividend increased 4.2% to $0.25/share; capex details not disclosed
- Management outlook: positioned to compete amid changing conditions, continuing tech investments; key risk includes macroeconomic forecast impacting credit losses
AI summary of the TRMK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes from Trustmark’s 2025 Annual Report risk factors
- No newly added regulatory, legal, or compliance risks disclosed
- No new operational, competitive, or market risks identified
- No changed liquidity, debt, currency, or concentration risks reported
AI summary of the TRMK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- $629.9M low-yield securities sold at 1.4% weighted-average yield
- $628.0M replacement securities purchased at 5.0% weighted-average yield
Item 1.01: Entry into a Material Definitive Agreement
- $91.7M sale-leaseback covering 34 branches across Mississippi, Florida, Tennessee, Alabama, and Texas
- $61.5M pretax gain after transaction expenses, creating a significant near-term earnings benefit
Item 2.02: Results of Operations and Financial Condition
- Trustmark reported financial results for the quarter ended June 30, 2026
- Press release, financial statements, and investor presentation available in Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 net income $63.5M, diluted EPS $1.08; operating EPS $0.97 excluding $0.11 of non-routine benefits
- Revenue $208.2M, up 2.6% linked-quarter; net interest margin 3.84%, up 3 basis points
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Wayne A. Stevens retiring as Trustmark Bank President–Retail Banking effective July 3, 2026
- Leadership transition follows approximately 40 years with Trustmark and executive-officer service since 2009
AI summaries of TRMK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TRMK
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Eduardo Marcelo L | Sell | Sep 2, 2026 | 530 | $45.63 |
| Tate Granville Jr | A | Jul 28, 2026 | 1,608 | - |
| Chambers George T. Jr. | A | Jul 28, 2026 | 1,000 | - |
| Harvey Robert B | A | Jul 28, 2026 | 2,144 | - |
| Owens Thomas C | A | May 1, 2026 | 3,349 | - |
| Day Monica A | A | May 1, 2026 | 2,791 | - |
| Bond Joseph E | A | May 1, 2026 | 4,466 | - |
| Turnipseed Lea B | A | Apr 28, 2026 | 1,396 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $878.8M | $960.3M | $948.6M |
| Net Income | $165.5M | $223.0M | $224.1M |
| Net Margin | 18.8% | 23.2% | 23.6% |
| Balance Sheet | |||
| Total Assets | $18.7B | $18.2B | $18.9B |
| Equity | $1.7B | $2.0B | $2.1B |
| ROE | 10.0% | 11.4% | 10.6% |
| Per Share | |||
| EPS | - | $3.63 | $3.70 |
| Cash Flow | |||
| Operating CF | $196.9M | $116.9M | $243.9M |
| CapEx | $40.1M | $23.5M | $11.9M |
Source: XBRL data in TRUSTMARK CORP (TRMK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TRMK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.28B |
| Q1 2026 | 31 | $1.09B |
| Q4 2025 | 28 | $1.02B |
| Q3 2025 | 29 | $1.05B |
| Q2 2025 | 31 | $967.7M |
| Q1 2025 | 27 | $632.8M |
| Q4 2024 | 21 | $618.9M |
| Q3 2024 | 18 | $331.9M |
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- Goldman Sachs Group+140.1K (+19%)
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- JPMorgan Chase & Co−9.9K (-8%)
- Citadel Advisors LLC−7.7K (-25%)
- Vanguard Capital Management LLC−4.9K (-0%)
- M&T Bank−5.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 215 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TRMK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | May 19, 2026 | - | Analysis | |
| SC 13G | May 12, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - |
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TRMK SEC filings: frequently asked questions
Are TRMK insiders buying or selling?
In the last 90 days, TRUSTMARK CORP (TRMK) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $24,187 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TRMK stock?
As of June 30, 2026, the largest TRUSTMARK CORP (TRMK) holders among the 13F filers tracked by SignalX were BlackRock ($395.9 million), Dimensional Fund Advisors ($181.3 million), Vanguard Portfolio Management LLC ($163.9 million), State Street Corp ($152.4 million), Vanguard Capital Management LLC ($116.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TRMK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TRUSTMARK CORP (TRMK) reported revenue of $948.6 million (down 1.2% from FY2024) and net income of $224.1 million. Diluted EPS was $3.70. The figures come from the XBRL data in the 10-K.
What are the main risks in TRMK's latest 10-K?
In the 10-K filed February 23, 2026, TRUSTMARK CORP (TRMK) flagged: Regulatory risk: DOJ enforcement of Equal Credit Opportunity Act and fair lending laws threatens civil penalties and restrictions on mergers or expansion. Macroeconomic risk: Exposure to US recession risk causing higher loan delinquencies and credit losses in Trustmark’s domestic customer base. (AI summary of the Risk Factors section.)
What did TRMK report in its latest 8-K?
TRUSTMARK CORP (TRMK) filed an 8-K on September 10, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.01 (Entry into a Material Definitive Agreement). $629.9M low-yield securities sold at 1.4% weighted-average yield.
What are the latest TRMK SEC filings?
TRUSTMARK CORP (TRMK) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on September 2, 2026.
What is TRMK's SEC CIK number?
TRUSTMARK CORP (TRMK)'s SEC Central Index Key (CIK) is 36146. EDGAR lists every TRMK filing under that number.
Ask anything about TRMK
The research agent reads TRMK's filings, financials, insider trades and 13F holders, then answers with sources.