Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Third Coast Bancshares, Inc.TCBX · Entity 5191 | See Remarks | February 24, 2022 | February 24, 2022 |
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 February 24, 2022 · Filed February 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2022-02-24 transaction · row 1
1 source rowRow 1 · 2022-02-24 · Exercise / conversion · Acquired 500 · Balance 7,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.00 · Expires 2022-03-01 | Direct | 0 |
Reported balance
After 2022-02-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-02-24 · Exercise / conversion · Disposed 500 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 12,500 |
Reported balance
Holding disclosure · report date 2022-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,500 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 2,354 |
Reported balance
Holding disclosure · report date 2022-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,354 |
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 |
|---|---|---|---|---|---|---|
| February 24, 2022 Filed Feb 24, 2022 23:24 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007716 · doc4.xml · derivative · entry 4 Legato Donald C · CIK 0001891414 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2022-03-01 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 24, 2022 Filed Feb 24, 2022 23:24 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionCommon Stock | 500 | $11.00 | $5,500.00 |
DisclosureSEC source: 0000899243-22-007716 · doc4.xml · nonDerivative · entry 1 Legato Donald C · CIK 0001891414 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 01, 2022 Filed Feb 4, 2022 01:23 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-004737 · doc4.xml · nonDerivative · entry 1 Legato Donald C · CIK 0001891414 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: Represents shares of restricted common stock, which vest in four equal annual installments beginning on the anniversary of the grant date, subject to the terms of the award. 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.