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Nasdaq · USD

TCBI

TEXAS CAPITAL BANCSHARES INC/TX

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Tapewire entity
4035
SEC CIK
0001077428
Parsed reports
461

Last 12 months

Inside the activity.

22 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202650
Feb 2026100
Mar 202660
Apr 202600
May 202600
Jun 202613
Jul 202601
Aug 202600
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
April 18, 2024 Filed Apr 25, 2024 23:24 UTC Exercise / conversionCommon Stock 1,631 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000100 · wk-form4_1714087481.xml · nonDerivative · entry 1

Browning James H · CIK 0001475086 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,974

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 · shares: Shares of common stock underlying the RSUs will be issued at a deferred settlement date per the election of the reporting person.

Read SEC document
April 18, 2024 Filed Apr 25, 2024 23:22 UTC Exercise / conversionRestricted Stock Units · Derivative 1,631 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000096 · wk-form4_1714087341.xml · derivative · entry 5

Hyle Charles S · CIK 0001292558 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,631 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 · derivative.expiration_date: N/A

Read SEC document
April 18, 2024 Filed Apr 25, 2024 23:17 UTC Exercise / conversionRestricted Stock Units · Derivative 1,631 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000094 · wk-form4_1714087049.xml · derivative · entry 6

ROSENBERG STEVE · CIK 0001256944 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,631 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.

F3 · derivative.expiration_date: N/A

Read SEC document
February 27, 2024 Filed Feb 28, 2024 22:24 UTC PurchaseCommon Stock 2,000 $58.78 $117,560.00
Disclosure

SEC source: 0001077428-24-000076 · wk-form4_1709159042.xml · nonDerivative · entry 1

Long Thomas E · CIK 0001345700 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,542

F1 · price: The stated price represents the average based on prices ranging from $58.72 to $58.79. Upon request from the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 17:15 UTC
Storms Timothy JChief Risk Officer
Exercise / conversion2021 Performance Stock Units · Derivative 3,043 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · derivative · entry 6

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,043 shares

Expires 2024-03-15

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.underlying_shares: These performance-based RSUs were granted on June 16, 2021 and vested on February 26, 2024 based on applicable performance goals.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 17:15 UTC
Storms Timothy JChief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 3,544 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · derivative · entry 5

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,544 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.expiration_date: N/A

Read SEC document
February 26, 2024 Filed Feb 28, 2024 17:15 UTC
Storms Timothy JChief Risk Officer
Tax withholdingCommon Stock 744 $58.06 $43,196.64
Disclosure

SEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 4

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,366

Read SEC document
February 26, 2024 Filed Feb 28, 2024 17:15 UTC
Storms Timothy JChief Risk Officer
Exercise / conversionCommon Stock 3,043 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 3

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,110

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
February 26, 2024 Filed Feb 28, 2024 17:15 UTC
Storms Timothy JChief Risk Officer
Tax withholdingCommon Stock 863 $58.06 $50,105.78
Disclosure

SEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 2

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,067

Read SEC document
February 26, 2024 Filed Feb 28, 2024 17:15 UTC
Storms Timothy JChief Risk Officer
Exercise / conversionCommon Stock 3,544 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 1

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,930

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
February 26, 2024 Filed Feb 28, 2024 22:21 UTC
Holmes Rob CPresident and CEO
Exercise / conversion2021 Performance Stock Units · Derivative 19,714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000074 · wk-form4_1709158858.xml · derivative · entry 6

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19,714 shares

Expires 2024-03-15

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.underlying_shares: These performance-based RSUs were granted on June 16, 2021 and vested on February 26, 2024 based on applicable performance goals.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:21 UTC
Holmes Rob CPresident and CEO
Exercise / conversionRestricted Stock Units · Derivative 22,426 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000074 · wk-form4_1709158858.xml · derivative · entry 5

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,426 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.expiration_date: N/A

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:21 UTC
Holmes Rob CPresident and CEO
Tax withholdingCommon Stock 7,759 $58.06 $450,487.54
Disclosure

SEC source: 0001077428-24-000074 · wk-form4_1709158858.xml · nonDerivative · entry 4

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,018

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:21 UTC
Holmes Rob CPresident and CEO
Exercise / conversionCommon Stock 19,714 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000074 · wk-form4_1709158858.xml · nonDerivative · entry 3

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,777

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
February 26, 2024 Filed Feb 28, 2024 22:21 UTC
Holmes Rob CPresident and CEO
Tax withholdingCommon Stock 8,298 $58.06 $481,781.88
Disclosure

SEC source: 0001077428-24-000074 · wk-form4_1709158858.xml · nonDerivative · entry 2

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,063

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:21 UTC
Holmes Rob CPresident and CEO
Exercise / conversionCommon Stock 22,426 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000074 · wk-form4_1709158858.xml · nonDerivative · entry 1

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,361

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
February 26, 2024 Filed Feb 28, 2024 22:19 UTC
Scurlock John MatthewChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 377 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000072 · wk-form4_1709158742.xml · derivative · entry 3

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378

Underlying: Common Stock · 377 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.expiration_date: N/A

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:19 UTC
Scurlock John MatthewChief Financial Officer
Tax withholdingCommon Stock 92 $58.06 $5,341.52
Disclosure

SEC source: 0001077428-24-000072 · wk-form4_1709158742.xml · nonDerivative · entry 2

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,850

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:19 UTC
Scurlock John MatthewChief Financial Officer
Exercise / conversionCommon Stock 377 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000072 · wk-form4_1709158742.xml · nonDerivative · entry 1

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,942

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
February 26, 2024 Filed Feb 28, 2024 22:17 UTC
Detrich EllenController
Exercise / conversionRestricted Stock Units · Derivative 377 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000070 · wk-form4_1709158601.xml · derivative · entry 3

Detrich Ellen · CIK 0001737973 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378

Underlying: Common Stock · 377 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.expiration_date: N/A

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:17 UTC
Detrich EllenController
Tax withholdingCommon Stock 92 $58.06 $5,341.52
Disclosure

SEC source: 0001077428-24-000070 · wk-form4_1709158601.xml · nonDerivative · entry 2

Detrich Ellen · CIK 0001737973 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,831

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:17 UTC
Detrich EllenController
Exercise / conversionCommon Stock 377 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000070 · wk-form4_1709158601.xml · nonDerivative · entry 1

Detrich Ellen · CIK 0001737973 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,923

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
February 16, 2024 Filed Feb 21, 2024 16:43 UTC
Storms Timothy JChief Risk Officer
Grant2024 Restricted Stock Units · Derivative 9,236 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000056 · wk-form4_1708551771.xml · derivative · entry 1

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,236

Underlying: Common Stock · 9,236 shares

Expires not disclosed

F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:42 UTC
Alvarado Anna MChief Legal Officer
Grant2024 Restricted Stock Units · Derivative 7,658 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000055 · wk-form4_1708551729.xml · derivative · entry 1

Alvarado Anna M · CIK 0001729161 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,658

Underlying: Common Stock · 7,658 shares

Expires not disclosed

F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:41 UTC
Scurlock John MatthewChief Financial Officer
Grant2024 Restricted Stock Units · Derivative 10,916 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000054 · wk-form4_1708551658.xml · derivative · entry 1

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,916

Underlying: Common Stock · 10,916 shares

Expires not disclosed

F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:40 UTC
Holmes Rob CPresident and CEO
Exercise / conversion2024 Restricted Stock Units · Derivative 691 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000053 · wk-form4_1708551565.xml · derivative · entry 4

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,084

Underlying: Common Stock · 691 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 · shares: The reported transaction involved the withholding of 691 shares of stock issuable upon the early vesting on an equal number of restricted stock units to pay taxes associated with the reporting person becoming retirement eligible.

F3 · derivative.expiration_date: N/A

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:40 UTC
Holmes Rob CPresident and CEO
Grant2024 Restricted Stock Units · Derivative 58,775 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000053 · wk-form4_1708551565.xml · derivative · entry 3

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,775

Underlying: Common Stock · 58,775 shares

Expires not disclosed

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:40 UTC
Holmes Rob CPresident and CEO
Tax withholdingCommon Stock 691 $59.55 $41,149.05
Disclosure

SEC source: 0001077428-24-000053 · wk-form4_1708551565.xml · nonDerivative · entry 2

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,935

F1 · shares: The reported transaction involved the withholding of 691 shares of stock issuable upon the early vesting on an equal number of restricted stock units to pay taxes associated with the reporting person becoming retirement eligible.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:40 UTC
Holmes Rob CPresident and CEO
Exercise / conversionCommon Stock 691 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000053 · wk-form4_1708551565.xml · nonDerivative · entry 1

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,626

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 · shares: The reported transaction involved the withholding of 691 shares of stock issuable upon the early vesting on an equal number of restricted stock units to pay taxes associated with the reporting person becoming retirement eligible.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 21:38 UTC
Cummings John WChief Administrative Officer
Grant2024 Restricted Stock Units · Derivative 8,817 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000052 · wk-form4_1708551473.xml · derivative · entry 1

Cummings John W · CIK 0001952404 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,817

Underlying: Common Stock · 8,817 shares

Expires not disclosed

F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 22, 2024 16:06 UTC Amendment
Storms Timothy JChief Risk Officer
Grant2024 Restricted Stock Units · Derivative 4,618 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000063 · wk-form4a_1708635972.xml · derivative · entry 1

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,618

Underlying: Common Stock · 4,618 shares

Expires not disclosed

F1 · shares: The number of shares granted was overstated in the original filing.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.underlying_shares: The number of shares granted was overstated in the original filing.

F2 · derivative.underlying_shares: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 22, 2024 21:09 UTC Amendment
Alvarado Anna MChief Legal Officer
Grant2024 Restricted Stock Units · Derivative 3,829 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000066 · wk-form4a_1708636129.xml · derivative · entry 1

Alvarado Anna M · CIK 0001729161 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,829

Underlying: Common Stock · 3,829 shares

Expires not disclosed

F1 · shares: The number of shares granted was overstated in the original filing.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.underlying_shares: The number of shares granted was overstated in the original filing.

F2 · derivative.underlying_shares: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 22, 2024 21:08 UTC Amendment
Cummings John WChief Administrative Officer
Grant2024 Restricted Stock Units · Derivative 4,409 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000065 · wk-form4a_1708636089.xml · derivative · entry 1

Cummings John W · CIK 0001952404 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,409

Underlying: Common Stock · 4,409 shares

Expires not disclosed

F1 · shares: The number of shares granted was overstated in the original filing.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.underlying_shares: The number of shares granted was overstated in the original filing.

F2 · derivative.underlying_shares: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 22, 2024 21:07 UTC Amendment
Scurlock John MatthewChief Financial Officer
Grant2024 Restricted Stock Units · Derivative 5,458 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000064 · wk-form4a_1708636041.xml · derivative · entry 1

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,458

Underlying: Common Stock · 5,458 shares

Expires not disclosed

F1 · shares: The number of shares granted was overstated in the original filing.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.underlying_shares: The number of shares granted was overstated in the original filing.

F2 · derivative.underlying_shares: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 16, 2024 Filed Feb 22, 2024 21:05 UTC Amendment
Holmes Rob CPresident and CEO
Grant2024 Restricted Stock Units · Derivative 29,388 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000062 · wk-form4a_1708635883.xml · derivative · entry 1

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,388

Underlying: Common Stock · 29,388 shares

Expires not disclosed

F1 · shares: The number of shares granted was overstated in the original filing.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

F1 · derivative.underlying_shares: The number of shares granted was overstated in the original filing.

F2 · derivative.underlying_shares: The restricted stock units vest in three equal annual installments beginning February 16, 2025.

Read SEC document
February 13, 2024 Filed Feb 15, 2024 21:08 UTC PurchaseCommon Stock 4,000 $56.48 $225,920.00
Disclosure

SEC source: 0001077428-24-000046 · wk-form4_1708031264.xml · nonDerivative · entry 1

STALLINGS ROBERT W · CIK 0000900764 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · SCG Ventures LP

Disclosed balance after: 79,000

F1 · price: The stated price represents the average based on prices ranging from $55.99 to $56.75. Upon request from the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

F2 · ownership.nature: SCG Ventures LP is owned by the RWS Investment Trust (49.5%), the LES Investment Trust (49.5%) and Stallings Management LLC (1%), its general partner. Stallings Management LLC is owned by Mr. and Mrs. Stallings (100%).

Read SEC document
February 09, 2024 Filed Feb 12, 2024 17:39 UTC
Storms Timothy JChief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,368 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · derivative · entry 6

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,738

Underlying: Common Stock · 1,368 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 · price: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
February 09, 2024 Filed Feb 12, 2024 17:39 UTC
Storms Timothy JChief Risk Officer
Tax withholdingCommon Stock 371 $59.27 $21,989.17
Disclosure

SEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · nonDerivative · entry 4

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,386

Read SEC document
February 09, 2024 Filed Feb 12, 2024 17:39 UTC
Storms Timothy JChief Risk Officer
Exercise / conversionCommon Stock 1,368 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · nonDerivative · entry 3

Storms Timothy J · CIK 0001848183 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,757

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
February 09, 2024 Filed Feb 12, 2024 21:58 UTC
Holmes Rob CPresident and CEO
Exercise / conversionRestricted Stock Units · Derivative 8,094 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001077428-24-000035 · wk-form4_1707775067.xml · derivative · entry 6

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,416

Underlying: Common Stock · 8,094 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 · price: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:58 UTC
Holmes Rob CPresident and CEO
Tax withholdingCommon Stock 3,185 $59.27 $188,774.95
Disclosure

SEC source: 0001077428-24-000035 · wk-form4_1707775067.xml · nonDerivative · entry 4

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,935

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:58 UTC
Holmes Rob CPresident and CEO
Exercise / conversionCommon Stock 8,094 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000035 · wk-form4_1707775067.xml · nonDerivative · entry 3

Holmes Rob C · CIK 0001845093 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 171,120

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
February 09, 2024 Filed Feb 12, 2024 21:57 UTC
Scurlock John MatthewChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,368 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001077428-24-000034 · wk-form4_1707775032.xml · derivative · entry 6

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,738

Underlying: Common Stock · 1,368 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 · price: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:57 UTC
Scurlock John MatthewChief Financial Officer
Tax withholdingCommon Stock 363 $59.27 $21,515.01
Disclosure

SEC source: 0001077428-24-000034 · wk-form4_1707775032.xml · nonDerivative · entry 4

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,174

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:57 UTC
Scurlock John MatthewChief Financial Officer
Exercise / conversionCommon Stock 1,368 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000034 · wk-form4_1707775032.xml · nonDerivative · entry 3

Scurlock John Matthew · CIK 0001903685 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,537

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
February 09, 2024 Filed Feb 12, 2024 21:56 UTC
Cummings John WChief Administrative Officer
Exercise / conversionRestricted Stock Units · Derivative 1,306 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001077428-24-000033 · wk-form4_1707774998.xml · derivative · entry 3

Cummings John W · CIK 0001952404 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,613

Underlying: Common Stock · 1,306 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 · price: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:56 UTC
Cummings John WChief Administrative Officer
Tax withholdingCommon Stock 334 $59.27 $19,796.18
Disclosure

SEC source: 0001077428-24-000033 · wk-form4_1707774998.xml · nonDerivative · entry 2

Cummings John W · CIK 0001952404 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,508

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:56 UTC
Cummings John WChief Administrative Officer
Exercise / conversionCommon Stock 1,306 $0.00 $0.00
Disclosure

SEC source: 0001077428-24-000033 · wk-form4_1707774998.xml · nonDerivative · entry 1

Cummings John W · CIK 0001952404 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,842

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
February 09, 2024 Filed Feb 12, 2024 21:56 UTC
Detrich EllenController
Exercise / conversionRestricted Stock Units · Derivative 264 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001077428-24-000032 · wk-form4_1707774961.xml · derivative · entry 6

Detrich Ellen · CIK 0001737973 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 528

Underlying: Common Stock · 264 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 · price: N/A

F1 · derivative.expiration_date: N/A

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:56 UTC
Detrich EllenController
Tax withholdingCommon Stock 79 $59.27 $4,682.33
Disclosure

SEC source: 0001077428-24-000032 · wk-form4_1707774961.xml · nonDerivative · entry 4

Detrich Ellen · CIK 0001737973 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,155

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.