Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEXAS CAPITAL BANCSHARES INC/TXTCBI · Entity 4035 | Chief Financial Officer | October 25, 2021 | October 25, 2021 |
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.
TEXAS CAPITAL BANCSHARES INC/TX
Report date October 25, 2021 · Filed October 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,129 |
Reported balance
After 2021-10-25 transaction · row 1
1 source rowRow 1 · 2021-10-25 · Purchase · Acquired 4,000 · Balance 70,129 |
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 |
|---|---|---|---|---|---|---|
| October 25, 2021 Filed Oct 25, 2021 20:29 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | PurchaseCommon Stock | 4,000 | $60.41 | $241,640.00 |
DisclosureSEC source: 0001077428-21-000126 · wf-form4_163519373400918.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,129 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 14:27 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 157 | $61.92 | $9,721.44 |
DisclosureSEC source: 0001077428-21-000089 · wf-form4_162670481005065.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,129 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 15:20 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-21-000086 · wf-form4_162273360595954.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,286 Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 15:56 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 813 | $77.50 | $63,007.50 |
DisclosureSEC source: 0001077428-21-000047 · wf-form4_161703335657282.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,566 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:00 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 3,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-21-000029 · wf-form4_161470081078725.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,379 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 19:24 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock · Derivative | 973 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-21-000019 · wf-form4_161350343908328.xml · derivative · entry 3 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 973 shares Expires 2021-03-15 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. F1 · shares: These performance-based RSUs were granted on March 27, 2018 and vested on February 11, 2021 based on applicable performance goals. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 19:24 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 367 | $67.76 | $24,867.92 |
DisclosureSEC source: 0001077428-21-000019 · wf-form4_161350343908328.xml · nonDerivative · entry 2 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,511 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 19:24 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-21-000019 · wf-form4_161350343908328.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,878 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 |
| July 17, 2020 Filed Jul 20, 2020 20:41 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 157 | $27.16 | $4,264.12 |
DisclosureSEC source: 0001077428-20-000094 · wf-form4_159527769222046.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,905 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 19:01 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 20,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-20-000091 · wf-form4_159363008002743.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,062 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 14:49 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 658 | $22.36 | $14,712.88 |
DisclosureSEC source: 0001077428-20-000047 · wf-form4_158497492651565.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,540 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 18:44 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock · Derivative | 2,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-20-000031 · wf-form4_158161947070351.xml · derivative · entry 3 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,657 shares Expires 2019-12-31 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: 2,032 target performance-based RSUs were granted on March 22, 2017. Such performance-based RSUs vested above the maximum performance level of applicable performance goals, resulting 2,657 shares vesting. Each performance unit represented a contingent right to receive a share of issuer common stock. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 18:44 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 942 | $56.24 | $52,978.08 |
DisclosureSEC source: 0001077428-20-000031 · wf-form4_158161947070351.xml · nonDerivative · entry 2 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,198 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 18:44 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 2,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-20-000031 · wf-form4_158161947070351.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,140 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 |
| September 27, 2019 Filed Sep 30, 2019 15:53 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 422 | $54.84 | $23,142.48 |
DisclosureSEC source: 0001077428-19-000091 · wf-form4_156985877265750.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,483 Read SEC document |
| July 18, 2019 Filed Jul 19, 2019 18:28 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 253 | $56.71 | $14,347.63 |
DisclosureSEC source: 0001077428-19-000082 · wf-form4_156356087543382.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,905 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:54 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 772 | $58.57 | $45,216.04 |
DisclosureSEC source: 0001077428-19-000033 · wf-form4_155303246133575.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,158 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:17 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 1,382 | $59.74 | $82,560.68 |
DisclosureSEC source: 0001077428-19-000016 · wf-form4_155018622399985.xml · nonDerivative · entry 3 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,930 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:17 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 4,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-19-000016 · wf-form4_155018622399985.xml · nonDerivative · entry 2 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,312 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:17 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 4,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-19-000016 · wf-form4_155018622399985.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,263 Read SEC document |
| July 18, 2018 Filed Jul 19, 2018 18:49 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 208 | $93.70 | $19,489.60 |
DisclosureSEC source: 0001077428-18-000097 · wf-form4_153202615823682.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,450 F1 · shares: Represents shares withheld for taxes on time-based RSUs that vested on July 18, 2018. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 21:28 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 2,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000045 · wf-form4_152235886798494.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,658 Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 18:51 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 3,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-17-000070 · wf-form4_150057666458777.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,147 Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 15:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 2,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-17-000019 · wf-form4_149028147577657.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,942 Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 19:16 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030419 · doc4.xml · nonDerivative · entry 1 Anderson Julie L · CIK 0001458896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,910 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.