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NPB

NORTHPOINTE BANCSHARES INC

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Tapewire entity
288
SEC CIK
0001336706
Parsed reports
74

Last 12 months

Inside the activity.

8 purchase rows · 24 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202603
Feb 202620
Mar 202611
Apr 202600
May 202622
Jun 202608
Jul 202602
Aug 202628
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2026 Filed Apr 2, 2026 20:09 UTC
Comps Kevin JPRESIDENT & SECRETARY
Tax withholdingCommon Stock 4,017 $17.26 $69,333.42
Disclosure

SEC source: 0002056299-26-000002 · wk-form4_1775160585.xml · nonDerivative · entry 2

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,268

Read SEC document
April 01, 2026 Filed Apr 2, 2026 20:09 UTC
Comps Kevin JPRESIDENT & SECRETARY
Exercise / conversionCommon Stock 9,333 $0.00 $0.00
Disclosure

SEC source: 0002056299-26-000002 · wk-form4_1775160585.xml · nonDerivative · entry 1

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,285

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.

Read SEC document
April 01, 2026 Filed Apr 2, 2026 20:09 UTC
Butler Amy MEVP, NATIONAL SALES
Exercise / conversionRestricted stock units · Derivative 7,000 $0.00 $0.00
Disclosure

SEC source: 0001336706-26-000031 · wk-form4_1775160567.xml · derivative · entry 3

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,000

Underlying: Common Stock · 7,000 shares

Expires not disclosed

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 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vested as to 7,000 shares on April 1, 2026.

F2 · derivative.expiration_date: The RSUs vested as to 7,000 shares on April 1, 2026.

Read SEC document
April 01, 2026 Filed Apr 2, 2026 20:09 UTC
Butler Amy MEVP, NATIONAL SALES
Tax withholdingCommon Stock 2,173 $17.26 $37,505.98
Disclosure

SEC source: 0001336706-26-000031 · wk-form4_1775160567.xml · nonDerivative · entry 2

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,827

Read SEC document
April 01, 2026 Filed Apr 2, 2026 20:09 UTC
Butler Amy MEVP, NATIONAL SALES
Exercise / conversionCommon Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0001336706-26-000031 · wk-form4_1775160567.xml · nonDerivative · entry 1

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,000

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.

Read SEC document
April 01, 2026 Filed Jun 5, 2026 20:06 UTC
Howes Brad TEVP, CHIEF FINANCIAL OFFICER
GrantRestricted stock units · Derivative 21,000 $0.00 $0.00
Disclosure

SEC source: 0002056935-26-000004 · wk-form4_1780689977.xml · derivative · entry 1

Howes Brad T · CIK 0002056935 · EVP, CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,000

Underlying: Common Stock · 21,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

Read SEC document
April 01, 2026 Filed Jun 5, 2026 20:07 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
GrantRestricted stock units · Derivative 28,000 $0.00 $0.00
Disclosure

SEC source: 0002057567-26-000004 · wk-form4_1780690054.xml · derivative · entry 1

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 28,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

Read SEC document
April 01, 2026 Filed Jun 5, 2026 20:08 UTC
Christel David JPRES, MORTGAGE PURCH PROGRAM
GrantRestricted stock units · Derivative 28,000 $0.00 $0.00
Disclosure

SEC source: 0002056291-26-000004 · wk-form4_1780690088.xml · derivative · entry 1

Christel David J · CIK 0002056291 · PRES, MORTGAGE PURCH PROGRAM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 28,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

Read SEC document
April 01, 2026 Filed Jun 5, 2026 20:07 UTC
Comps Kevin JPRESIDENT & SECRETARY
GrantRestricted stock units · Derivative 28,000 $0.00 $0.00
Disclosure

SEC source: 0002056299-26-000004 · wk-form4_1780690017.xml · derivative · entry 1

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 28,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

Read SEC document
April 01, 2026 Filed Jun 5, 2026 20:08 UTC
Butler Amy MEVP, NATIONAL SALES
GrantRestricted stock units · Derivative 21,000 $0.00 $0.00
Disclosure

SEC source: 0002056908-26-000004 · wk-form4_1780690116.xml · derivative · entry 1

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,000

Underlying: Common Stock · 21,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 16:01 UTC SaleCommon Stock 57,619 $17.55 $1,011,213.45
Disclosure

SEC source: 0001336706-26-000015 · wk-form4_1773172870.xml · nonDerivative · entry 1

Dean Richard Jeffery · CIK 0002056911 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 557,171

F1 · ownership.nature: Reflects shares of common stock held by the Jill M Dean U/A/D November 16 2007 Trust.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:21 UTC PurchaseCommon Stock 500 $18.19 $9,092.50
Disclosure

SEC source: 0001336706-26-000012 · wk-form4_1772659259.xml · nonDerivative · entry 1

Lawrence David F. · CIK 0002086313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Read SEC document
February 12, 2026 Filed Feb 13, 2026 21:55 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
PurchaseCommon Stock 23,450 $16.88 $395,887.59
Disclosure

SEC source: 0001336706-26-000004 · wk-form4_1771019729.xml · nonDerivative · entry 2

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,896

Read SEC document
February 11, 2026 Filed Feb 13, 2026 21:55 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
PurchaseCommon Stock 14,205 $16.90 $240,064.50
Disclosure

SEC source: 0001336706-26-000004 · wk-form4_1771019729.xml · nonDerivative · entry 1

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,446

Read SEC document
January 29, 2026 Filed Jan 29, 2026 22:33 UTC
Butler Amy MEVP, NATIONAL SALES
SaleCommon Stock 6,365 $17.50 $111,387.50
Disclosure

SEC source: 0002056908-26-000002 · wk-form4_1769726020.xml · nonDerivative · entry 3

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
January 27, 2026 Filed Jan 29, 2026 22:33 UTC
Butler Amy MEVP, NATIONAL SALES
SaleCommon Stock 6,800 $18.05 $122,740.00
Disclosure

SEC source: 0002056908-26-000002 · wk-form4_1769726020.xml · nonDerivative · entry 2

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,365

Read SEC document
January 27, 2026 Filed Jan 29, 2026 22:33 UTC
Butler Amy MEVP, NATIONAL SALES
SaleCommon Stock 3,111 $17.95 $55,842.45
Disclosure

SEC source: 0002056908-26-000002 · wk-form4_1769726020.xml · nonDerivative · entry 1

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,165

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:18 UTC
Howes Brad TEVP, CHIEF FINANCIAL OFFICER
Exercise / conversionRestricted stock units · Derivative 8,590 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000032 · wk-form4_1766438306.xml · derivative · entry 3

Howes Brad T · CIK 0002056935 · EVP, CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,180

Underlying: Common Stock · 8,590 shares

Expires not disclosed

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 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vested as to 8,590 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027.

F2 · derivative.expiration_date: The RSUs vested as to 8,590 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:18 UTC
Howes Brad TEVP, CHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 2,457 $17.67 $43,415.19
Disclosure

SEC source: 0001336706-25-000032 · wk-form4_1766438306.xml · nonDerivative · entry 2

Howes Brad T · CIK 0002056935 · EVP, CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,133

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:18 UTC
Howes Brad TEVP, CHIEF FINANCIAL OFFICER
Exercise / conversionCommon Stock 8,590 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000032 · wk-form4_1766438306.xml · nonDerivative · entry 1

Howes Brad T · CIK 0002056935 · EVP, CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,590

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.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:19 UTC
Christel David JPRES, MORTGAGE PURCH PROGRAM
Exercise / conversionRestricted stock units · Derivative 85,896.67 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000034 · wk-form4_1766438351.xml · derivative · entry 3

Christel David J · CIK 0002056291 · PRES, MORTGAGE PURCH PROGRAM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 171,793.33

Underlying: Common Stock · 85,896.67 shares

Expires not disclosed

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 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vested as to 85,896.67 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027.

F2 · derivative.expiration_date: The RSUs vested as to 85,896.67 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:19 UTC
Christel David JPRES, MORTGAGE PURCH PROGRAM
Tax withholdingCommon Stock 33,800.67 $17.67 $597,257.84
Disclosure

SEC source: 0001336706-25-000034 · wk-form4_1766438351.xml · nonDerivative · entry 2

Christel David J · CIK 0002056291 · PRES, MORTGAGE PURCH PROGRAM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,096

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:19 UTC
Christel David JPRES, MORTGAGE PURCH PROGRAM
Exercise / conversionCommon Stock 85,896.67 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000034 · wk-form4_1766438351.xml · nonDerivative · entry 1

Christel David J · CIK 0002056291 · PRES, MORTGAGE PURCH PROGRAM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 235,896.67

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.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:18 UTC
Comps Kevin JPRESIDENT & SECRETARY
Exercise / conversionRestricted stock units · Derivative 79,696.67 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000033 · wk-form4_1766438326.xml · derivative · entry 4

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,393.33

Underlying: Common Stock · 79,696.67 shares

Expires not disclosed

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 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vested as to 79,696.67 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027..

F2 · derivative.expiration_date: The RSUs vested as to 79,696.67 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027..

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:18 UTC
Comps Kevin JPRESIDENT & SECRETARY
Tax withholdingCommon Stock 34,744.67 $17.67 $613,938.32
Disclosure

SEC source: 0001336706-25-000033 · wk-form4_1766438326.xml · nonDerivative · entry 2

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,952

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:18 UTC
Comps Kevin JPRESIDENT & SECRETARY
Exercise / conversionCommon Stock 79,696.67 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000033 · wk-form4_1766438326.xml · nonDerivative · entry 1

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,696.67

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.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:19 UTC
Butler Amy MEVP, NATIONAL SALES
Exercise / conversionRestricted stock units · Derivative 23,096.67 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000035 · wk-form4_1766438371.xml · derivative · entry 3

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,193.33

Underlying: Common Stock · 23,096.67 shares

Expires not disclosed

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 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vested as to 23,096.67 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027.

F2 · derivative.expiration_date: The RSUs vested as to 23,096.67 shares on December 19, 2025, and the remaining RSUs vest in two approximately equal installments on each of December 19, 2026 and December 19, 2027.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:19 UTC
Butler Amy MEVP, NATIONAL SALES
Tax withholdingCommon Stock 6,820.67 $17.67 $120,521.24
Disclosure

SEC source: 0001336706-25-000035 · wk-form4_1766438371.xml · nonDerivative · entry 2

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,276

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:19 UTC
Butler Amy MEVP, NATIONAL SALES
Exercise / conversionCommon Stock 23,096.67 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000035 · wk-form4_1766438371.xml · nonDerivative · entry 1

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,096.67

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 · price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

Read SEC document
December 11, 2025 Filed Dec 15, 2025 22:05 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
GiftCommon Stock 140,000 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000019 · wk-form4_1765836330.xml · nonDerivative · entry 3

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,262,650

F2 · ownership.nature: Reflects a charitable contribution from the Charles A Williams TR Charles A Williams Trust to a donor advised fund.

Read SEC document
November 17, 2025 Filed Nov 24, 2025 19:54 UTC GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-115551 · tm2532110-1_4seq1.xml · nonDerivative · entry 1

Edger Bruce L · CIK 0002056933 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 220,830

F1 · ownership.nature: Gift of shares of common stock held by the Bruce L Edger Trust as follows: 1,000 shares to Calyton A. Edger, 1,000 shares to Joseph P. & Laura E. Edger and 1,000 shares to The McGuin Family Revocable Trust dtd 1-28-25, Roger B & Sally McGuin, Trustees.

Read SEC document
October 24, 2025 Filed Oct 29, 2025 20:45 UTC PurchaseCommon Stock 500 $16.58 $8,290.00
Disclosure

SEC source: 0001104659-25-103765 · tm2529680-4_4seq1.xml · nonDerivative · entry 1

Lawrence David F. · CIK 0002086313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

Read SEC document
September 12, 2025 Filed Sep 19, 2025 19:31 UTC SaleCommon Stock 65,161 $18.21 $1,186,581.81
Disclosure

SEC source: 0001104659-25-091622 · tm2526562-1_4seq1.xml · nonDerivative · entry 1

Hooker David Stevens · CIK 0002057486 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 834,879

F1 · ownership.nature: Reflects shares of common stock held by the David S. Hooker Trust.

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:01 UTC
Howes Brad TEVP, CHIEF FINANCIAL OFFICER
GrantRestricted stock units · Derivative 21,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-064097 · tm2519387-2_4seq1.xml · derivative · entry 1

Howes Brad T · CIK 0002056935 · EVP, CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,000

Underlying: Common Stock · 21,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

Read SEC document
June 26, 2025 Filed Jun 30, 2025 20:01 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
GrantRestricted stock units · Derivative 28,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-064096 · tm2519387-1_4seq1.xml · derivative · entry 1

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 28,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

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June 26, 2025 Filed Jun 30, 2025 20:02 UTC
Christel David JPRES, MORTGAGE PURCH PROGRAM
GrantRestricted stock units · Derivative 28,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-064100 · tm2519387d4_4seq1.xml · derivative · entry 1

Christel David J · CIK 0002056291 · PRES, MORTGAGE PURCH PROGRAM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 28,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

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June 26, 2025 Filed Jun 30, 2025 20:02 UTC
Comps Kevin JPRESIDENT & SECRETARY
GrantRestricted stock units · Derivative 28,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-064099 · tm2519387-3_4seq1.xml · derivative · entry 1

Comps Kevin J · CIK 0002056299 · PRESIDENT & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 28,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

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June 26, 2025 Filed Jun 30, 2025 20:03 UTC
Butler Amy MEVP, NATIONAL SALES
GrantRestricted stock units · Derivative 21,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-064102 · tm2519387-5_4seq1.xml · derivative · entry 1

Butler Amy M · CIK 0002056908 · EVP, NATIONAL SALES

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,000

Underlying: Common Stock · 21,000 shares

Expires not disclosed

F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 21:28 UTC
Williams Charles AlanDirector · Chairman and CEO · 10% owner
Exercise / conversionRestricted stock units · Derivative 49,560 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-031763 · tm2511453-1_4seq1.xml · derivative · entry 4

Williams Charles Alan · CIK 0002057567 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,130

Underlying: Common Stock · 49,560 shares

Expires not disclosed

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 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs vested as to 49,560 shares on April 1, 2025.

F3 · derivative.expiration_date: The RSUs vested as to 49,560 shares on April 1, 2025.

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April 01, 2025 Filed Apr 3, 2025 21:28 UTC
Williams Charles AlanDirector · Chairman and CEO · 10% owner
Exercise / conversionCommon Stock 49,560 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-031763 · tm2511453-1_4seq1.xml · nonDerivative · entry 1

Williams Charles Alan · CIK 0002057567 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,801

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.

Read SEC document
April 01, 2025 Filed Dec 15, 2025 22:05 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
GiftCommon Stock 49,560 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000019 · wk-form4_1765836330.xml · nonDerivative · entry 2

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,402,650

F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust.

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April 01, 2025 Filed Dec 15, 2025 22:05 UTC
Williams Charles AlanDirector · CHAIRMAN & CEO · 10% owner
GiftCommon Stock 49,560 $0.00 $0.00
Disclosure

SEC source: 0001336706-25-000019 · wk-form4_1765836330.xml · nonDerivative · entry 1

Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner

Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,241

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March 04, 2025 Filed Mar 5, 2025 22:55 UTC SaleCommon Stock 50,819 $13.56 $689,105.64
Disclosure

SEC source: 0001104659-25-020985 · tm258292-1_4seq1.xml · nonDerivative · entry 1

De Vlieger Robert W II · CIK 0002056302 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 760,828

F1 · ownership.nature: By the Robert De Vlieger II UA 12/12/2007 Robert W. De Vlieger II Descendants Trust.

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February 18, 2025 Filed Feb 20, 2025 22:30 UTC SaleCommon Stock 66,956 $14.50 $970,862.00
Disclosure

SEC source: 0001104659-25-015740 · tm257196-1_4seq1.xml · nonDerivative · entry 1

Second Rewrittwen Trust Indenture of the John S Simoni Living Trust · CIK 0002056612 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,575,664

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February 18, 2025 Filed Feb 20, 2025 22:29 UTC SaleCommon Stock 97,983 $14.50 $1,420,753.50
Disclosure

SEC source: 0001104659-25-015738 · tm257196-3_4seq1.xml · nonDerivative · entry 1

De Vlieger Robert W II · CIK 0002056302 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 811,647

F1 · ownership.nature: By the Robert De Vlieger II UA 12/12/2007 Robert W. De Vlieger II Descendants Trust.

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February 18, 2025 Filed Feb 22, 2025 02:23 UTC
Williams Charles AlanDirector · Chairman and CEO · 10% owner
PurchaseCommon Stock 17,241 $14.50 $249,994.50
Disclosure

SEC source: 0001104659-25-016294 · tm257196-2_4seq1.xml · nonDerivative · entry 1

Williams Charles Alan · CIK 0002057567 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,241

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.