Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Origin Bancorp, Inc.OBNK · Entity 4646 | Executive Risk Officer | December 22, 2020 | December 23, 2020 |
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.
Origin Bancorp, Inc.
Report date December 22, 2020 · Filed December 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,434 |
Reported balance
After 2020-12-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-12-22 · Tax withholding · Disposed 945 · Balance 54,434 F1: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded restricted shares of common stock. F2: Includes 46,815 shares held of record in an individual retirement account for the reporting person's benefit, including 37,561 shares previously owned indirectly through the issuer's Employee Retirement Plan. |
| Common StockSEC Table I · non-derivative | IndirectBY ISSUER RETIREMENT PLAN | 111 |
Reported balance
Holding disclosure · report date 2020-12-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 111 F3: Reflects shares allocated to the account of the reporting person pursuant to the issuer's Employee Retirement Plan. |
| Common StockSEC Table I · non-derivative | IndirectBY REPORTING PERSON'S SPOUSE | 1,344 |
Reported balance
Holding disclosure · report date 2020-12-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,344 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded restricted shares of common stock.
F2: Includes 46,815 shares held of record in an individual retirement account for the reporting person's benefit, including 37,561 shares previously owned indirectly through the issuer's Employee Retirement Plan.
F3: Reflects shares allocated to the account of the reporting person pursuant to the issuer's Employee Retirement Plan.
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 |
|---|---|---|---|---|---|---|
| December 22, 2020 Filed Dec 23, 2020 16:24 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | Tax withholdingCommon Stock | 945 | $26.02 | $24,588.90 |
DisclosureSEC source: 0001516912-20-000115 · wf-form4_160874064745252.xml · nonDerivative · entry 1 Davis Cary Stephen · CIK 0001738145 · Executive Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,434 F1 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded restricted shares of common stock. F2 · balance_after: Includes 46,815 shares held of record in an individual retirement account for the reporting person's benefit, including 37,561 shares previously owned indirectly through the issuer's Employee Retirement Plan. Read SEC document |
| November 16, 2020 Filed Nov 16, 2020 23:34 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | Tax withholdingCommon Stock | 313 | $25.29 | $7,915.77 |
DisclosureSEC source: 0001516912-20-000107 · wf-form4_160556964971715.xml · nonDerivative · entry 1 Davis Cary Stephen · CIK 0001738145 · Executive Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,379 F1 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded restricted shares of common stock. F2 · balance_after: Includes 46,815 shares held of record in an individual retirement account for the reporting person's benefit, including 37,561 shares previously owned indirectly through the issuer's Employee Retirement Plan. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 21:24 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | SaleCommon Stock | 10,000 | $36.75 | $367,500.00 |
DisclosureSEC source: 0001516912-20-000002 · wf-form4_157851866638046.xml · nonDerivative · entry 1 Davis Cary Stephen · CIK 0001738145 · Executive Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,692 F1 · balance_after: Includes 46,815 shares held of record in an individual retirement account for the reporting person's benefit, including 37,561 shares previously owned indirectly through the issuer's Employee Retirement Plan. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 22:01 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | SaleCommon Stock | 3,278 | $36.45 | $119,483.10 |
DisclosureSEC source: 0001516912-19-000101 · wf-form4_157627449964777.xml · nonDerivative · entry 3 Davis Cary Stephen · CIK 0001738145 · Executive Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · BY REPORTING PERSON'S SPOUSE Disclosed balance after: 1,344 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:29 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | Tax withholdingCommon Stock | 312 | $34.56 | $10,782.72 |
DisclosureSEC source: 0001516912-19-000089 · wf-form4_157419894804847.xml · nonDerivative · entry 1 Davis Cary Stephen · CIK 0001738145 · Executive Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,692 F1 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded restricted shares of common stock. F2 · balance_after: Includes 56,477 shares held of record in an individual retirement account for the reporting person's benefit, including 37,561 shares previously owned indirectly through the issuer's Employee Retirement Plan. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:23 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 6,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-18-000111 · wf-form4_154223060508651.xml · nonDerivative · entry 1 Davis Cary Stephen · CIK 0001738145 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,443 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation as an officer of the issuer. The shares will vest in five equal annual installments beginning on November 13, 2019. 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.