BFST

SEC source: 0001437749-24-028392 · rdgdoc.xml · nonDerivative · entry 1

Folse Mark P. · CIK 0001811376 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,632

F1 · balance_after: Includes 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-028244 · rdgdoc.xml · nonDerivative · entry 1

Folse Mark P. · CIK 0001811376 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,786

F1 · balance_after: Includes 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-027604 · rdgdoc.xml · nonDerivative · entry 1

Calkins Carol · CIK 0001826992 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,000

F1 · balance_after: Includes 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-024660 · rdgdoc.xml · nonDerivative · entry 1

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,595

F1 · balance_after: Includes (a) 3,829 shares of unvested restricted stock granted on 2/1/2023, which will vest on 3/31/2025, and (b) 5,383 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-024301 · rdgdoc.xml · nonDerivative · entry 2

Johnson Joseph Vernon · CIK 0001811639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,057

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.51 to $26.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Includes 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-024301 · rdgdoc.xml · nonDerivative · entry 1

Johnson Joseph Vernon · CIK 0001811639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,357

F1 · price: This transaction was executed in multiple trades at prices ranging from $25.23 to $25.51. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Includes 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-024300 · rdgdoc.xml · nonDerivative · entry 1

Folse Mark P. · CIK 0001811376 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,286

F1 · price: This transaction was executed in multiple trades at prices ranging from $25.19 to $25.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Includes 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-024302 · rdgdoc.xml · nonDerivative · entry 1

Strong Saundra · CIK 0001889385 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,275

F1 · balance_after: Includes (a) 4,102 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 5,383 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-024299 · rdgdoc.xml · derivative · entry 3

MANSFIELD KEITH · CIK 0001734773 · EVP&COO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 40,000 shares

Expires 2026-06-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock Options (Right to Buy) vested in four equal installments beginning on the grant date, June 2, 2016, and ending June 2, 2019.

SEC source: 0001437749-24-024299 · rdgdoc.xml · nonDerivative · entry 2

MANSFIELD KEITH · CIK 0001734773 · EVP&COO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,363

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes 5,000 shares held by reporting person's IRA.

SEC source: 0001437749-24-024299 · rdgdoc.xml · nonDerivative · entry 1

MANSFIELD KEITH · CIK 0001734773 · EVP&COO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,897

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes 5,000 shares held by reporting person's IRA.

SEC source: 0001437749-24-015669 · rdgdoc.xml · nonDerivative · entry 1

Johnson Joseph Vernon · CIK 0001811639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,931

F1 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-014162 · rdgdoc.xml · nonDerivative · entry 1

Day Rick D. · CIK 0001811427 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,785

F1 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013790 · rdgdoc.xml · nonDerivative · entry 1

Buquet James J. III · CIK 0001811398 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,686.91

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013793 · rdgdoc.xml · nonDerivative · entry 1

Quirk Aimee M · CIK 0002005812 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,517

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 368 shares of restricted stock granted on January 18, 2024, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013789 · rdgdoc.xml · nonDerivative · entry 1

Ducrest John P. · CIK 0001852200 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,490.772

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013784 · rdgdoc.xml · nonDerivative · entry 1

Tillage Keith Alexis · CIK 0001819023 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,393

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013788 · rdgdoc.xml · nonDerivative · entry 1

Johnson Joseph Vernon · CIK 0001811639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,531

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013782 · rdgdoc.xml · nonDerivative · entry 1

Folse Mark P. · CIK 0001811376 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,286

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013780 · rdgdoc.xml · nonDerivative · entry 1

Day Rick D. · CIK 0001811427 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,985

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013776 · rdgdoc.xml · nonDerivative · entry 1

WHITE STEVEN GERARD · CIK 0001736530 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,914

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013787 · rdgdoc.xml · nonDerivative · entry 1

SMITH KENNETH W. · CIK 0001734781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,064

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013791 · rdgdoc.xml · nonDerivative · entry 1

MONTGOMERY DAVID A. JR. · CIK 0001734788 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,252

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013795 · rdgdoc.xml · nonDerivative · entry 1

MCLINDON ANDREW D. · CIK 0001734796 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,814

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024 and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013794 · rdgdoc.xml · nonDerivative · entry 1

PRICE ARTHUR · CIK 0001734787 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,664

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013792 · rdgdoc.xml · nonDerivative · entry 1

Calkins Carol · CIK 0001826992 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,892

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013781 · rdgdoc.xml · nonDerivative · entry 1

MOCKLER PATRICK E. · CIK 0001734794 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,047

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-013779 · rdgdoc.xml · nonDerivative · entry 1

MCCOLLISTER ROLFE H. JR. · CIK 0001734797 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,280

F1 · kind: Reflects the grant of restricted stock to reporting person. The restricted stock fully vests on April 26, 2025.

F2 · balance_after: Includes (a) 1,584 shares of restricted stock granted on May 8, 2023, which vest on May 8, 2024, and (b) 1,149 shares of restricted stock granted on April 25, 2024, which vest on April 26, 2025.

SEC source: 0001437749-24-012181 · rdgdoc.xml · derivative · entry 3

JORDAN PHILIP · CIK 0001734775 · EVP&CBO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,500 shares

Expires 2024-07-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock Options (Right to Buy) vested in three equal installments beginning on the first anniversary of the grant date, July 31, 2014, and ending July 31, 2017.

SEC source: 0001437749-24-012181 · rdgdoc.xml · nonDerivative · entry 2

JORDAN PHILIP · CIK 0001734775 · EVP&CBO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,086

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023, which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes shares held by reporting person's IRA and units of employer stock fund through issuer's 401(k) plan equivalent to approximately 13,003 shares.

SEC source: 0001437749-24-012181 · rdgdoc.xml · nonDerivative · entry 1

JORDAN PHILIP · CIK 0001734775 · EVP&CBO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,436

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023, which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes shares held by reporting person's IRA and units of employer stock fund through issuer's 401(k) plan equivalent to approximately 13,003 shares.

SEC source: 0001437749-24-010621 · rdgdoc.xml · nonDerivative · entry 1

Jackson Jesse · CIK 0001826887 · EVP & Pres., Fin. Institutions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,338

F1 · balance_after: Includes (a) 4,937 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 6,399 shares of unvested restricted stock granted on 2/1/2024, of which 3,151 shares will vest on 3/31/2025, and the remaining 3,248 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-010620 · rdgdoc.xml · nonDerivative · entry 1

JORDAN PHILIP · CIK 0001734775 · EVP&CBO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,936

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023, which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes shares held by reporting person's IRA and units of employer stock fund through issuer's 401(k) plan equivalent to approximately 13,003 shares.

SEC source: 0001437749-24-010619 · rdgdoc.xml · nonDerivative · entry 1

Manning Kathryn · CIK 0001927057 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,892

F1 · balance_after: Includes (a) 3,282 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 4,869 shares of unvested restricted stock granted on 2/1/2024, of which 2,399 shares will vest on 3/31/2025, and the remaining 2,470 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-010617 · rdgdoc.xml · nonDerivative · entry 1

MANSFIELD KEITH · CIK 0001734773 · EVP&COO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,897

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes 5,000 shares held by reporting person's IRA.

SEC source: 0001437749-24-010616 · rdgdoc.xml · nonDerivative · entry 1

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,127

F1 · balance_after: Includes (a) 3,829 shares of unvested restricted stock granted on 2/1/2023, which will vest on 3/31/2025, and (b) 5,383 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-010614 · rdgdoc.xml · nonDerivative · entry 1

MELVILLE DAVID R. III · CIK 0001734795 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,639

F1 · balance_after: Includes (a) 15,494 shares of restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 19,909 shares of unvested restricted stock granted on 2/1/2024, of which 9,806 shares will vest on 3/31/2025, and the remaining 10,103 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes units of employer stock fund through issuer's 401(k) plan equivalent to approximately 11,603 shares.

SEC source: 0001437749-24-010612 · rdgdoc.xml · nonDerivative · entry 1

ROBERTSON GREG · CIK 0001734771 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,755

F1 · balance_after: Includes (a) 5,500 shares of unvested restricted stock granted on 2/1/2023, which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-010610 · rdgdoc.xml · nonDerivative · entry 1

Strong Saundra · CIK 0001889385 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,575

F1 · balance_after: Includes (a) 4,102 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 5,383 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-010609 · rdgdoc.xml · nonDerivative · entry 1

Vascocu Norman Jerome Jr · CIK 0001955172 · EVP, CAO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,888

F1 · balance_after: Consists of (a) 5,500 shares of unvested restricted stock granted on 2/1/2023 which will vest on 3/31/2025, and (b) 7,442 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-007682 · rdgdoc.xml · derivative · entry 4

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,500 shares

Expires 2024-07-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock Options (Right to Buy) were structured to comply with Section 409A of the Internal Revenue Code and are exercised automatically upon the earlier of the expiration date, July 31, 2024, a change in control of the issuer, the reporting person's death or disability, or the reporting person's separation from service, and may not be exercised n any other manner.

SEC source: 0001437749-24-007682 · rdgdoc.xml · nonDerivative · entry 3

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,306

F1 · balance_after: Includes (a) 1,354 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 7,545 shares of unvested restricted stock granted on 2/1/2023, of which 3,716 shares will vest on 3/31/2024 and the remaining 3,829 shares will vest on 3/31/2025, and (c) 8,034 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2024, 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-007682 · rdgdoc.xml · nonDerivative · entry 2

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,306

F1 · balance_after: Includes (a) 1,354 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 7,545 shares of unvested restricted stock granted on 2/1/2023, of which 3,716 shares will vest on 3/31/2024 and the remaining 3,829 shares will vest on 3/31/2025, and (c) 8,034 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2024, 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-007682 · rdgdoc.xml · nonDerivative · entry 1

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,017

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes (a) 1,354 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 7,545 shares of unvested restricted stock granted on 2/1/2023, of which 3,716 shares will vest on 3/31/2024 and the remaining 3,829 shares will vest on 3/31/2025, and (c) 8,034 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2024, 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-002990 · rdgdoc.xml · nonDerivative · entry 1

MELVILLE DAVID R. III · CIK 0001734795 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 252,897

F1 · balance_after: Includes (a) 8,216 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 30,532 shares of restricted stock granted on 2/1/2023, of which 15,038 shares will vest on 3/31/2024 and the remaining 15,494 shares will vest on 3/31/2025., and (c) 29,715 shares of unvested restricted stock granted on 2/1/2024, of which 9,806 shares will vest on 3/31/2024, 9,806 shares will vest on 3/31/2025, and the remaining 10,103 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes units of employer stock fund through issuer's 401(k) plan equivalent to approximately 11,603 shares.

SEC source: 0001437749-24-002988 · rdgdoc.xml · nonDerivative · entry 1

Manning Kathryn · CIK 0001927057 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,611

F1 · balance_after: Includes (a) 380 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 6,467 shares of unvested restricted stock granted on 2/1/2023, of which 3,185 shares will vest on 3/31/2024 and the remaining 3,282 shares will vest on 3/31/2025, and (c) 7,268 shares of unvested restricted stock granted on 2/1/2024, of which 2,399 shares will vest on 3/31/2024, 2,399 shares will vest on 3/31/2025, and the remaining 2,470 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-002986 · rdgdoc.xml · nonDerivative · entry 1

Strong Saundra · CIK 0001889385 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,515

F1 · balance_after: Includes (a) 246 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 8,083 shares of unvested restricted stock granted on 2/1/2023, of which 3,981 shares will vest on 3/31/2024 and the remaining 4,102 shares will vest on 3/31/2025, and (c) 8,034 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2024, 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-002985 · rdgdoc.xml · nonDerivative · entry 1

Jackson Jesse · CIK 0001826887 · EVP & Pres., Fin. Institutions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,967

F1 · balance_after: Includes (a) 2,875 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 9,730 shares of unvested restricted stock granted on 2/1/2023, of which 4,793 shares will vest on 3/31/2024 and the remaining 4,937 shares will vest on 3/31/2025, and (c) 9,550 shares of unvested restricted stock granted on 2/1/2024, of which 3,151 shares will vest on 3/31/2024, 3,151 shares will vest on 3/31/2025, and the remaining 3,248 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-002984 · rdgdoc.xml · nonDerivative · entry 1

McDonald Warren · CIK 0001841232 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,517

F1 · balance_after: Includes (a) 1,354 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 7,545 shares of unvested restricted stock granted on 2/1/2023, of which 3,716 shares will vest on 3/31/2024 and the remaining 3,829 shares will vest on 3/31/2025, and (c) 8,034 shares of unvested restricted stock granted on 2/1/2024, of which 2,651 shares will vest on 3/31/2024, 2,651 shares will vest on 3/31/2025, and the remaining 2,732 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

SEC source: 0001437749-24-002983 · rdgdoc.xml · nonDerivative · entry 1

JORDAN PHILIP · CIK 0001734775 · EVP&CBO of b1Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,374

F1 · balance_after: Includes (a) 3,116 shares of unvested restricted stock granted on 2/1/2022, which will vest on 3/31/2024, (b) 10,838 shares of unvested restricted stock granted on 2/1/2023, of which 5,338 shares will vest on 3/31/2024 and the remaining 5,500 shares will vest on 3/31/2025, and (c) 11,108 shares of unvested restricted stock granted on 2/1/2024, of which 3,666 shares will vest on 3/31/2024, 3,666 shares will vest on 3/31/2025, and the remaining 3,776 shares will vest on 3/31/2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events.

F2 · balance_after: Includes shares held by reporting person's IRA and units of employer stock fund through issuer's 401(k) plan equivalent to approximately 13,003 shares.