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OBK

Origin Bancorp, Inc.

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4646
SEC CIK
0001516912
Parsed reports
339

Last 12 months

Inside the activity.

2 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202610
Sep 202600
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
August 18, 2023 Filed Aug 22, 2023 17:18 UTC
Mills DrakeDirector · Chairman, President and CEO
Exercise / conversionRestricted Stock Units · Derivative 4,126 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000151 · wk-form4_1692724684.xml · derivative · entry 5

Mills Drake · CIK 0001737362 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,126

Underlying: Common Stock · 4,126 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

F3 · derivative.expiration_date: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

F3 · balance_after: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:18 UTC
Mills DrakeDirector · Chairman, President and CEO
Tax withholdingCommon Stock 1,118 $31.02 $34,680.36
Disclosure

SEC source: 0001516912-23-000151 · wk-form4_1692724684.xml · nonDerivative · entry 2

Mills Drake · CIK 0001737362 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,219

F2 · kind: Represents the number of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:18 UTC
Mills DrakeDirector · Chairman, President and CEO
Exercise / conversionCommon Stock 4,126 Not disclosed Not disclosed
Disclosure

SEC source: 0001516912-23-000151 · wk-form4_1692724684.xml · nonDerivative · entry 1

Mills Drake · CIK 0001737362 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,337

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 convert into common stock on a one-for-one basis.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:18 UTC
Hall Martin LanceOBK COO, Origin Bank Pres&CEO
Exercise / conversionRestricted Stock Units · Derivative 2,063 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000150 · wk-form4_1692724674.xml · derivative · entry 4

Hall Martin Lance · CIK 0001738157 · OBK COO, Origin Bank Pres&CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,063

Underlying: Common Stock · 2,063 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

F3 · derivative.expiration_date: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

F3 · balance_after: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:18 UTC
Hall Martin LanceOBK COO, Origin Bank Pres&CEO
Tax withholdingCommon Stock 559 $31.02 $17,340.18
Disclosure

SEC source: 0001516912-23-000150 · wk-form4_1692724674.xml · nonDerivative · entry 2

Hall Martin Lance · CIK 0001738157 · OBK COO, Origin Bank Pres&CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,278

F2 · kind: Represents the number of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:18 UTC
Hall Martin LanceOBK COO, Origin Bank Pres&CEO
Exercise / conversionCommon Stock 2,063 Not disclosed Not disclosed
Disclosure

SEC source: 0001516912-23-000150 · wk-form4_1692724674.xml · nonDerivative · entry 1

Hall Martin Lance · CIK 0001738157 · OBK COO, Origin Bank Pres&CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,837

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 convert into common stock on a one-for-one basis.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:17 UTC
Crotwell JimChief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,032 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000147 · wk-form4_1692724614.xml · derivative · entry 5

Crotwell Jim · CIK 0001839920 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,032

Underlying: Common Stock · 1,032 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

F4 · derivative.expiration_date: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

F4 · balance_after: Granted on August 20, 2021, vesting ratably over three years with the first vest date of August 19, 2022.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:17 UTC
Crotwell JimChief Risk Officer
Tax withholdingCommon Stock 280 $31.02 $8,685.60
Disclosure

SEC source: 0001516912-23-000147 · wk-form4_1692724614.xml · nonDerivative · entry 2

Crotwell Jim · CIK 0001839920 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,782

F3 · kind: Represents the number of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.

F2 · balance_after: Includes 862 shares of Common Stock purchased pursuant to the Origin Bancorp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 01, 2022 to May 31, 2023.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:17 UTC
Crotwell JimChief Risk Officer
Exercise / conversionCommon Stock 1,032 Not disclosed Not disclosed
Disclosure

SEC source: 0001516912-23-000147 · wk-form4_1692724614.xml · nonDerivative · entry 1

Crotwell Jim · CIK 0001839920 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,062

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 convert into common stock on a one-for-one basis.

F2 · balance_after: Includes 862 shares of Common Stock purchased pursuant to the Origin Bancorp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 01, 2022 to May 31, 2023.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:09 UTC
Sirman LoriDirector
Exercise / conversionRestricted Stock Units · Derivative 2,226 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000144 · wk-form4_1692724182.xml · derivative · entry 5

Sirman Lori · CIK 0001938364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,452

Underlying: Common Stock · 2,226 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: Granted on February 17, 2023, with 2,226 shares vesting on each of the vesting dates of August 18, 2023, August 19, 2024, and August 19, 2025.

F4 · derivative.expiration_date: Granted on February 17, 2023, with 2,226 shares vesting on each of the vesting dates of August 18, 2023, August 19, 2024, and August 19, 2025.

F4 · balance_after: Granted on February 17, 2023, with 2,226 shares vesting on each of the vesting dates of August 18, 2023, August 19, 2024, and August 19, 2025.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:09 UTC
Sirman LoriDirector
Tax withholdingCommon Stock 526 $31.02 $16,316.52
Disclosure

SEC source: 0001516912-23-000144 · wk-form4_1692724182.xml · nonDerivative · entry 2

Sirman Lori · CIK 0001938364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,129

F2 · kind: Represents the number of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:09 UTC
Sirman LoriDirector
Exercise / conversionCommon Stock 2,226 Not disclosed Not disclosed
Disclosure

SEC source: 0001516912-23-000144 · wk-form4_1692724182.xml · nonDerivative · entry 1

Sirman Lori · CIK 0001938364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,655

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 convert into common stock on a one-for-one basis.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:16 UTC
Wallace Willliam J IVChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 2,225 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000146 · wk-form4_1692724591.xml · derivative · entry 3

Wallace Willliam J IV · CIK 0001941034 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,904

Underlying: Common Stock · 2,225 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Granted on August 19, 2022, vesting ratably over five years with the first vest date of August 18, 2023.

F2 · derivative.expiration_date: Granted on August 19, 2022, vesting ratably over five years with the first vest date of August 18, 2023.

F2 · balance_after: Granted on August 19, 2022, vesting ratably over five years with the first vest date of August 18, 2023.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:16 UTC
Wallace Willliam J IVChief Financial Officer
Exercise / conversionCommon Stock 2,225 Not disclosed Not disclosed
Disclosure

SEC source: 0001516912-23-000146 · wk-form4_1692724591.xml · nonDerivative · entry 1

Wallace Willliam J IV · CIK 0001941034 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,165

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 convert into common stock on a one-for-one basis.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:13 UTC
Dyer JayDirector
Exercise / conversionRestricted Stock Units · Derivative 2,226 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000145 · wk-form4_1692724425.xml · derivative · entry 9

Dyer Jay · CIK 0001938362 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,452

Underlying: Common Stock · 2,226 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Granted on February 17, 2023, with 2,226 shares vesting on each of the vesting dates of August 18, 2023, August 19, 2024, and August 19, 2025.

F5 · derivative.expiration_date: Granted on February 17, 2023, with 2,226 shares vesting on each of the vesting dates of August 18, 2023, August 19, 2024, and August 19, 2025.

F5 · balance_after: Granted on February 17, 2023, with 2,226 shares vesting on each of the vesting dates of August 18, 2023, August 19, 2024, and August 19, 2025.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:13 UTC
Dyer JayDirector
Tax withholdingCommon Stock 526 $31.02 $16,316.52
Disclosure

SEC source: 0001516912-23-000145 · wk-form4_1692724425.xml · nonDerivative · entry 2

Dyer Jay · CIK 0001938362 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,470

F2 · kind: Represents the number of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.

Read SEC document
August 18, 2023 Filed Aug 22, 2023 17:13 UTC
Dyer JayDirector
Exercise / conversionCommon Stock 2,226 Not disclosed Not disclosed
Disclosure

SEC source: 0001516912-23-000145 · wk-form4_1692724425.xml · nonDerivative · entry 1

Dyer Jay · CIK 0001938362 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,996

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 convert into common stock on a one-for-one basis.

Read SEC document
May 30, 2023 Filed May 30, 2023 21:38 UTC
Moore PrestonChief Credit & Banking Officer
PurchaseCommon Stock 20 $29.28 $585.60
Disclosure

SEC source: 0001516912-23-000125 · wf-form4_168548267045272.xml · nonDerivative · entry 2

Moore Preston · CIK 0001469331 · Chief Credit & Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,985

Read SEC document
May 24, 2023 Filed May 24, 2023 21:50 UTC
Crotwell JimChief Risk Officer
PurchaseCommon Stock 3,000 $29.75 $89,250.00
Disclosure

SEC source: 0001516912-23-000123 · wf-form4_168496502648953.xml · nonDerivative · entry 1

Crotwell Jim · CIK 0001839920 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 21,475

F1 · price: This transaction was executed in multiple trades at prices ranging from $29.64 to $29.86. The price reported above reflects the weighted average purchase 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.

Read SEC document
May 22, 2023 Filed May 23, 2023 20:05 UTC
Crotwell JimChief Risk Officer
PurchaseCommon Stock 15,475 $29.97 $463,785.75
Disclosure

SEC source: 0001516912-23-000121 · wf-form4_168487228356556.xml · nonDerivative · entry 1

Crotwell Jim · CIK 0001839920 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 18,475

F1 · price: This transaction was executed in multiple trades at prices ranging from $28.85 to $30.25. The price reported above reflects the weighted average purchase 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.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:34 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000111 · wf-form4_168478405003381.xml · nonDerivative · entry 1

Davison James E. Jr. · CIK 0001403412 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 670,440

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 15:35 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000113 · wf-form4_168478411338645.xml · nonDerivative · entry 1

GOFF STACEY W · CIK 0001260767 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,762

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 15:34 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000110 · wf-form4_168478403450308.xml · nonDerivative · entry 1

D'Agostino James Samuel Jr. · CIK 0001345810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,927

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 15:33 UTC
CHU DANIELDirector
GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000109 · wf-form4_168478401931340.xml · nonDerivative · entry 1

CHU DANIEL · CIK 0001383896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,469

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:36 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000119 · wf-form4_168478420489189.xml · nonDerivative · entry 1

Taylor Steven Lewis · CIK 0001738146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,367

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:36 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000118 · wf-form4_168478418757271.xml · nonDerivative · entry 1

Solender Elizabeth E. · CIK 0001737369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,155

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:36 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000117 · wf-form4_168478417405208.xml · nonDerivative · entry 1

Farr Meryl Kennedy · CIK 0001857896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,295

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:36 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000116 · wf-form4_168478415764023.xml · nonDerivative · entry 1

Malone Farrell J. · CIK 0001737361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,853

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:35 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000115 · wf-form4_168478414363254.xml · nonDerivative · entry 1

Luffey Gary E. · CIK 0001737357 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,128

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:35 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000114 · wf-form4_168478412978594.xml · nonDerivative · entry 1

Jones Michael Aubrey · CIK 0001738147 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 211,692

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:35 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000112 · wf-form4_168478407995400.xml · nonDerivative · entry 1

Gallot Richard J. Jr. · CIK 0001773178 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,242

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed May 22, 2023 19:33 UTC GrantCommon Stock 1,399 $28.61 $40,025.39
Disclosure

SEC source: 0001516912-23-000108 · wf-form4_168478400378707.xml · nonDerivative · entry 1

Edney Andrea La'Verne · CIK 0001857930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,295

F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024.

Read SEC document
May 19, 2023 Filed Jul 15, 2026 19:12 UTC Amendment GrantRestricted Stock Units · Derivative 1,573 $0.00 $0.00
Disclosure

SEC source: 0001857896-26-000004 · wk-form4a_1784142730.xml · derivative · entry 9

Farr Meryl Kennedy · CIK 0001857896 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 1,573

Underlying: Common Stock · 1,573 shares

Expires not disclosed

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive, at settlement, one share of the issuer's common stock or cash equal to the fair value thereof (calculated pursuant to the incentive agreement), as determined by the issuer.

F10 · derivative.exercise_date: Granted on May 19, 2023, vesting ratably over three years with the first vest date of May 20, 2024.

F10 · derivative.expiration_date: Granted on May 19, 2023, vesting ratably over three years with the first vest date of May 20, 2024.

F10 · balance_after: Granted on May 19, 2023, vesting ratably over three years with the first vest date of May 20, 2024.

F3 · ownership.nature: The reported shares are held by the reporting person's spouse and were acquired pursuant to restricted stock unit awards and employee stock purchase plan purchases granted in connection with the spouse's employment with Forth Insurance, a subsidiary of the issuer.

Read SEC document
May 10, 2023 Filed May 10, 2023 21:51 UTC PurchaseCommon Stock 500 $26.90 $13,450.00
Disclosure

SEC source: 0001516912-23-000086 · wf-form4_168375550542600.xml · nonDerivative · entry 1

Jones Michael Aubrey · CIK 0001738147 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,293

Read SEC document
May 04, 2023 Filed May 4, 2023 20:19 UTC
Moore PrestonChief Credit & Banking Officer
PurchaseCommon Stock 100 $26.49 $2,649.00
Disclosure

SEC source: 0001516912-23-000077 · wf-form4_168323154231284.xml · nonDerivative · entry 1

Moore Preston · CIK 0001469331 · Chief Credit & Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,865

Read SEC document
May 04, 2023 Filed May 4, 2023 20:19 UTC
Wallace Willliam J IVChief Financial Officer
PurchaseCommon Stock 475 $26.47 $12,573.25
Disclosure

SEC source: 0001516912-23-000078 · wf-form4_168323155993033.xml · nonDerivative · entry 1

Wallace Willliam J IV · CIK 0001941034 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 940

Read SEC document
May 03, 2023 Filed May 3, 2023 21:20 UTC
Wallace Willliam J IVChief Financial Officer
PurchaseCommon Stock 465 $26.91 $12,513.15
Disclosure

SEC source: 0001516912-23-000074 · wf-form4_168314882832587.xml · nonDerivative · entry 1

Wallace Willliam J IV · CIK 0001941034 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 465

Read SEC document
May 03, 2023 Filed May 3, 2023 21:20 UTC
McGee DerekChief Legal Counsel
PurchaseCommon Stock 370 $27.17 $10,052.90
Disclosure

SEC source: 0001516912-23-000073 · wf-form4_168314881228641.xml · nonDerivative · entry 2

McGee Derek · CIK 0001899399 · Chief Legal Counsel

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 735

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May 03, 2023 Filed May 3, 2023 21:20 UTC
McGee DerekChief Legal Counsel
PurchaseCommon Stock 365 $27.23 $9,938.95
Disclosure

SEC source: 0001516912-23-000073 · wf-form4_168314881228641.xml · nonDerivative · entry 1

McGee Derek · CIK 0001899399 · Chief Legal Counsel

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 365

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May 02, 2023 Filed May 2, 2023 21:26 UTC
Moore PrestonChief Credit & Banking Officer
PurchaseCommon Stock 398 $26.78 $10,658.44
Disclosure

SEC source: 0001516912-23-000064 · wf-form4_168306277866766.xml · nonDerivative · entry 2

Moore Preston · CIK 0001469331 · Chief Credit & Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,765

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May 02, 2023 Filed May 2, 2023 21:26 UTC
Moore PrestonChief Credit & Banking Officer
PurchaseCommon Stock 602 $26.74 $16,097.48
Disclosure

SEC source: 0001516912-23-000064 · wf-form4_168306277866766.xml · nonDerivative · entry 1

Moore Preston · CIK 0001469331 · Chief Credit & Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,367

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May 02, 2023 Filed May 2, 2023 21:26 UTC PurchaseCommon Stock 2,500 $26.72 $66,800.00
Disclosure

SEC source: 0001516912-23-000065 · wf-form4_168306280452874.xml · nonDerivative · entry 1

Taylor Steven Lewis · CIK 0001738146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,968

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May 02, 2023 Filed May 2, 2023 21:26 UTC
Mills DrakeDirector · Chairman, President and CEO
PurchaseCommon Stock 300 $26.89 $8,067.00
Disclosure

SEC source: 0001516912-23-000063 · wf-form4_168306276083067.xml · nonDerivative · entry 2

Mills Drake · CIK 0001737362 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,211

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May 02, 2023 Filed May 2, 2023 21:26 UTC
Mills DrakeDirector · Chairman, President and CEO
PurchaseCommon Stock 1,700 $27.21 $46,257.00
Disclosure

SEC source: 0001516912-23-000063 · wf-form4_168306276083067.xml · nonDerivative · entry 1

Mills Drake · CIK 0001737362 · Director · Chairman, President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,911

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May 02, 2023 Filed May 2, 2023 21:25 UTC PurchaseCommon Stock 1,500 $27.21 $40,815.00
Disclosure

SEC source: 0001516912-23-000061 · wf-form4_168306271993699.xml · nonDerivative · entry 1

Luffey Gary E. · CIK 0001737357 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,729

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May 01, 2023 Filed May 2, 2023 21:25 UTC
McGee DerekChief Legal Counsel
PurchaseCommon Stock 1,000 $29.84 $29,840.00
Disclosure

SEC source: 0001516912-23-000062 · wf-form4_168306274330253.xml · nonDerivative · entry 1

McGee Derek · CIK 0001899399 · Chief Legal Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,071

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May 01, 2023 Filed May 2, 2023 21:25 UTC PurchaseCommon Stock 500 $29.65 $14,825.00
Disclosure

SEC source: 0001516912-23-000060 · wf-form4_168306269716094.xml · nonDerivative · entry 1

Jones Michael Aubrey · CIK 0001738147 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,793

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April 21, 2023 Filed May 30, 2023 21:38 UTC
Moore PrestonChief Credit & Banking Officer
OtherCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001516912-23-000125 · wf-form4_168548267045272.xml · nonDerivative · entry 1

Moore Preston · CIK 0001469331 · Chief Credit & Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,965

F1 · kind: Reflects the transfer of shares to the reporting person from settlement of his mother's estate.

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March 14, 2023 Filed Mar 15, 2023 18:04 UTC PurchaseCommon Stock 14,117 $34.29 $484,071.93
Disclosure

SEC source: 0001516912-23-000035 · wf-form4_167890347562339.xml · nonDerivative · entry 1

Davison James E. Jr. · CIK 0001403412 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 669,041

F1 · price: This transaction was executed in multiple trades at prices ranging from $33.81 to $34.55. 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.

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March 14, 2023 Filed Mar 15, 2023 17:13 UTC PurchaseCommon Stock 500 $34.44 $17,220.00
Disclosure

SEC source: 0001516912-23-000033 · wf-form4_167890042217339.xml · nonDerivative · entry 1

Jones Michael Aubrey · CIK 0001738147 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,293

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.