Sec Form 13D Filing - ROBERT M HEARIN SUPPORT FOUNDATION filing for TRUSTMARK CORP (TRMK) - 2023-02-15

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D/A

Under the Securities Exchange Act of 1934 (Amendment No. 9)*

Trustmark Corporation
(Name of Issuer)

Common Stock, no par value
(Title of Class of Securities)

898402-10-2
(CUSIP Number)

Matthew L. Holleman, III, Trustee
Robert M. Hearin Support Foundation
P.O. Box 16505
Jackson, MS 39236-6505
Telephone: (601) 366-8363
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

November 7 , 2022
(Date of Event which Requires Filing of this Statement)
 
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐
 
Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule.13d-7 for other parties to whom copies are to be sent.

* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
 
The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).



CUSIP No. 898401-10-2
Schedule 13D/A
Page 2 of 14
1
NAMES OF REPORTING PERSONS
 
 
Robert M. Hearin Support Foundation
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Mississippi
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
3,519,482
 
 
 
 
8
SHARED VOTING POWER
 
 
150,000
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
3,519,482
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
150,000
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
3,983,560
 
 
 
 
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
6.54%
 
 
 
 
14
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 3 of 14
1
NAMES OF REPORTING PERSONS
 
 
The Robert M. Hearin Foundation
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Mississippi
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
314,078
 
 
 
 
8
SHARED VOTING POWER
 
 
N/A
 
 
 
 
9
S OLE DISPOSITIVE POWER
 
 
314,078
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
N/A
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
314,078
 
 
 
 
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
0.52%
 
 
 
 
14
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 4 of 14
3
1
NAMES OF REPORTING PERSONS
 
 
Capitol Street, LLC (formerly Capitol Street Corporation)
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Mississippi
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
N/A
 
 
 
 
8
SHARED VOTING POWER
 
 
150,000
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
N/A
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
150,000
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
150,000
 
 
 
 
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
0.25%
 
 
 
 
14
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
 
 oo
 
 
 
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 5 of 14
1
NAMES OF REPORTING PERSONS
 
 
Galaxie Corporation
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Mississippi
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
N/A
 
 
 
 
8
SHARED VOTING POWER
 
 
150,000
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
N/A
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
150,000
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
150,000
 
 
 
 
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
0.25%
 
 
 
 
14
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
 
oo
 
 
 
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 6 of 14
This Amendment No. 9 (this “Amendment”) amends and supplements the Statement on Schedule 13D, as heretofore amended (the “Schedule 13D”), relating to the shares of common stock, no par value (the “Shares”), of Trustmark Corporation, a Mississippi corporation (the “Issuer”), previously filed by Robert M. Hearin Support Foundation, The Robert M. Hearin Foundation, Capitol Street Corporation (currently, Capitol Street LLC, pursuant to a merger) and Galaxie Corporation (each a “Reporting Person” and, collectively, the “Reporting Persons”).  This Amendment is being filed to update the Schedule 13D in light of the change in the Reporting Persons’ ownership percentage of the Shares caused (i) primarily by sale of an aggregate of 487,841 Shares by Capitol Street LLC on November 1, 2022, November 2, 2022, and November 7, 2022, (ii) and other sales of Shares  beneficially owned by Reporting Persons, since the previous amendment, which did not collectively result in a disposition of 1% of the outstanding shares of the Issuer. This Amendment is also being filed to update Item 5.
 
ITEM 1.
SECURITY AND ISSUER
 
No change.

ITEM 2.
IDENTITY AND BACKGROUND

No change.


CUSIP No. 898401-10-2
Schedule 13D/A
Page 7 of 14
ITEM 3.
SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION
 
No change.
 
ITEM 4.
PURPOSE OF TRANSACTION

No change.

ITEM 5.
INTEREST IN SECURITIES OF THE ISSUER
 
Item 5 is hereby amended and supplemented to add the following information:
 
(a), (b)          The beneficial ownership information of the Reporting Persons is hereby incorporated by reference from pages 2-5 of this Amendment. Set forth below are the holdings of persons required to be listed in Item 2. The percentages are rounded off to the nearest tenth (one place after decimal point).

   
Number of Issuer’s Shares
Beneficially Owned
 
Percentage of Issuer’s Shares
Beneficially Owned
Person Named in Item 2
 
Sole Voting and
Dispositive Power
 
Shared Voting and
Dispositive Power
 
Sole Voting and
Dispositive Power
 
Shared Voting and
Dispositive Power
Robert M. Hearin Support Foundation
 
3,519,482
 
150,000(1)
 
5.77%
 
0.25%
The Robert M. Hearin Foundation
 
376,578
 
--
 
0.52%
 
--
Capitol Street LLC
 
--
 
150,000(2)
 
--
 
0.25%
Galaxie Corporation
 
--
 
150,000(3)
 
--
 
0.25%
Robert M. Hearin, Jr.
 
17,856
 
--
 
0.0%
 
--
Matthew L. Holleman, III
 
57,272(4)
 
--
 
0.1%
 
--
Steve M. Hendrix
 
200
 
--
 
0.0%
 
--
E. E. Laird, Jr.
 
21,594(5)
 
--
 
0.0%
 
--
Laurie Hearin McRee
 
479,904
 
--
 
0.8%
 
--
Alan W. Perry
 
--
 
--
 
--
 
--
Eugene W. Goodwillie, Jr.
 
--
 
--
 
--
 
--
Bay Street LLC
 
--
 
--
     
--
Norma W. Hess Trust u/a 4/3/02
 
--
 
--
 
--
 
--
Else Partners, Limited Partnership
 
--
 
--
 
--
 
--
Millsaps College
 
--
 
--
 
--
 
--



(1)
Voting and dispositive powers shared with the managers of Capitol Street LLC and the Board of Directors of Galaxie Corporation for 150,000 Shares.


(2)
Shares of Issuer owned by Capitol Street LLC are also included in the total Shares beneficially owned by the Robert M. Hearin Support Foundation and Galaxie Corporation. Shared voting and dispositive power is vested in the trustees of Robert M. Hearin Support Foundation and the managers of Capitol Street Corporation and the Board of Directors of Galaxie Corporation.


CUSIP No. 898401-10-2
Schedule 13D/A
Page 8 of 14
  (3)
Indirect ownership of Issuer’s Shares includes Shares owned by Capitol Street LLC.

  (4)
Shares beneficially owned by Matthew L. Holleman, III include 8,055 Shares owned by his spouse.

  (5)
Shares beneficially owned by E. E. Laird, Jr. include 10,000 Shares owned by his spouse.

  (c)
There have been no transactions by persons listed in Item 2 in the class of securities reported on that were effected during the past sixty days.

  (d)
No other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than five percent of the class.
 
ITEM 6.
CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH RESPECT TO SECURITIES OF THE ISSUER
 
No change.
 
ITEM 7.
MATERIAL TO BE FILED AS EXHIBITS

No change.


CUSIP No. 898401-10-2
Schedule 13D/A
Page 9 of 14
SIGNATURES

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dated: February 15, 2023

 
ROBERT M. HEARIN SUPPORT FOUNDATION
     
 
/s/ Robert M. Hearin, Jr.
 
 
Robert M. Hearin, Jr., Trustee
 
     
 
/s/ Matthew L. Holleman, III
 
 
Matthew L. Holleman, III, Trustee
 
     
 
/s/ Steve M. Hendrix
 
 
Steve M. Hendrix, Trustee
 
     
 
/s/ E. E. Laird, Jr.
 
 
E. E. Laird, Jr., Trustee
 
     
 
/s/ Laurie Hearin McRee
 
 
Laurie Hearin McRee, Trustee
 
     
 
/s/ Alan W. Perry
 
 
Alan W. Perry, Trustee
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 10 of 14
 
THE ROBERT M. HEARIN FOUNDATION
     
 
/s/ Robert M. Hearin, Jr.
 
 
Robert M. Hearin, Jr., Trustee
 
     
 
/s/ Matthew L. Holleman, III
 
 
Matthew L. Holleman, III, Trustee
 
     
 
/s/ Steve M. Hendrix
 
 
Steve M. Hendrix, Trustee
 
     
 
/s/ E. E. Laird, Jr.
 
 
E. E. Laird, Jr., Trustee
 
     
 
/s/ Laurie Hearin McRee
 
 
Laurie Hearin McRee, Trustee
 
     
 
/s/ Alan W. Perry
 
 
Alan W. Perry, Trustee
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 11 of 14
 
CAPITOL STREET LLC
 
     
 
/s/ Matthew L. Holleman, III
 
 
Matthew L. Holleman, III, President and Manager
 
     
 
GALAXIE CORPORATION
 
     
 
/s/ Matthew L. Holleman, III
 
 
Matthew L. Holleman, III,
 
 
Chief Executive Officer and President
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 12 of 14
SCHEDULE I

ROBERT M. HEARIN SUPPORT FOUNDATION
TRUSTEES

Name
 
Present
Business Address
 
Present
Principal Occupation
 
       
Robert M. Hearin, Jr.
 
830 Union Street, Suite 300
New Orleans, LA  70112
 
Attorney at Hearin Law Offices, LLC
 
       
Matthew L. Holleman, III
 
5170 Galaxie Dr. Jackson, MS 39206
 
President and CEO of Galaxie Corporation
 
       
Steve M. Hendrix
 
1020 Highland Colony Parkway, Suite 1400, Ridgeland, MS 39157
 
Attorney at Butler Snow LLP
 
       
E. E. Laird, Jr.
 
200 Dominican Dr. #4107
Madison, MS 39110
 
Retired Attorney
 
       
Laurie Hearin McRee
 
P. O. Box 12630
Jackson, MS  39236
 
Retired
 
       
Alan W. Perry
 
One Jackson Place
188 E Capitol Street
Ste 1000
Jackson, MS 39201
 
Attorney at Bradley Arant Boult Cummings LLP
 

THE ROBERT M. HEARIN FOUNDATION
TRUSTEES

The trustees for the Robert M. Hearin Foundation are the same as the trustees for Robert M. Hearin Support Foundation.


CUSIP No. 898401-10-2
Schedule 13D/A
Page 13 of 14
SCHEDULE I (CONTINUED)

CAPITOL STREET LLC
MANAGERS/ OFFICERS/ CONTROLLING PERSONS


Name
 
Present
Business Address
 
Present
Principal Occupation/ Principal Business
 
       
Matthew L. Holleman, III
 
5170 Galaxie Dr. Jackson, MS 39206
 
President and CEO of Galaxie Corporation
 
Galaxie Corporation
 
5170 Galaxie Dr. Jackson, MS 39206
 
 
See Item 2
 
Eugene W. Goodwillie, Jr.
 
1221 6th Ave, New York, NY 10020
 
 
Retired Attorney at White & Case LLP
 
       
Robert M. Hearin, Jr.
 
830 Union Street, Suite 300
New Orleans, LA  70112
 
Attorney at Hearin Law Offices, LLC
 
       
Bay Street LLC
 
5170 Galaxie Dr. Jackson, MS 39206
 
Holding Company for Warehouse Investments
 
       
Robert M. Hearin Support Foundation
 
5170 Galaxie Dr. Jackson, MS 39206
 
See Item 2
 
       
Norma W. Hess Trust u/a 4/3/02
 
1185 Avenue of the Americas, 40th Floor
New York, NY  10036
 
 
Trust
 
Else Partners, Limited Partnership
 
P.O. Box 291, Jackson, MS 39205
 
Family Investment Partnership
 
Millsaps College
 
1701 North State Street
Jackson, MS 39210
 
College
 
Laurie Hearin McRee
 
P. O. Box 12630
Jackson, MS  39236
 
Retired
 


CUSIP No. 898401-10-2
Schedule 13D/A
Page 14 of 14
GALAXIE CORPORATION
DIRECTORS/ OFFICERS/ CONTROLLING PERSONS

Galaxie Corporation’s Directors/Officers/Controlling Persons are the same persons listed as Capitol Street LLC’s Managers/Officers/Controlling Persons, with exception of Galaxie Corporation.