Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Third Coast Bancshares, Inc.TCBX · Entity 5191 | See Remarks | May 01, 2023 | May 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Third Coast Bancshares, Inc.
Report date May 01, 2023 · Filed May 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,847 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Purchase · Acquired 390 · Balance 5,847 F1: Includes 4,018 shares of restricted stock that vest in equal increments on an annual basis over a three-year period beginning on February 1, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,098 |
Reported balance
After 2023-05-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-05-01 · Purchase · Acquired 48 · Balance 1,098 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,173 |
Reported balance
After 2023-05-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-05-01 · Purchase · Acquired 75 · Balance 1,173 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,473 |
Reported balance
After 2023-05-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-05-01 · Purchase · Acquired 300 · Balance 1,473 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 32 |
Reported balance
Holding disclosure · report date 2023-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 32 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,018 shares of restricted stock that vest in equal increments on an annual basis over a three-year period beginning on February 1, 2024.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 2, 2023 18:05 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 300 | $14.53 | $4,359.00 |
DisclosureSEC source: 0001209191-23-026439 · doc4.xml · nonDerivative · entry 4 Deckert Michael · CIK 0001966488 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,473 Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:05 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 75 | $13.80 | $1,035.00 |
DisclosureSEC source: 0001209191-23-026439 · doc4.xml · nonDerivative · entry 3 Deckert Michael · CIK 0001966488 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,173 Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:05 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 48 | $13.85 | $664.80 |
DisclosureSEC source: 0001209191-23-026439 · doc4.xml · nonDerivative · entry 2 Deckert Michael · CIK 0001966488 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,098 Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:05 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 390 | $13.92 | $5,429.31 |
DisclosureSEC source: 0001209191-23-026439 · doc4.xml · nonDerivative · entry 1 Deckert Michael · CIK 0001966488 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,847 F1 · balance_after: Includes 4,018 shares of restricted stock that vest in equal increments on an annual basis over a three-year period beginning on February 1, 2024. 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.