Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Triumph Financial, Inc.TFIN · Entity 4635 | EVP, Chief Operating Officer | August 20, 2026 | August 21, 2026 |
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.
Triumph Financial, Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,534 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Sale · Disposed 2,900 · Balance 15,534 F1: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2: Consists of (i) 3,534 shares beneficially owned by reporting person, and (ii) 12,000 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price.
F2: Consists of (i) 3,534 shares beneficially owned by reporting person, and (ii) 12,000 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 20:08 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 2,900 | $73.75 | $213,875.00 |
DisclosureSEC source: 0001628280-26-058421 · wk-form4_1787342900.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,534 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 3,534 shares beneficially owned by reporting person, and (ii) 12,000 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:16 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 2,900 | $66.70 | $193,430.00 |
DisclosureSEC source: 0001628280-26-038095 · wk-form4_1779826592.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,434 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 6,434 shares beneficially owned by reporting person, and (ii) 12,000 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantEmployee Stock Options · Derivative | 7,722 | $0.00 Strike: $67.55 | $0.00 |
DisclosureSEC source: 0001628280-26-030837 · wk-form4_1778025719.xml · derivative · entry 4 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,722 Underlying: Common Stock · 7,722 shares Expires 2036-05-01 F5 · security: Represents non-qualified stock options of Issuer granted to reporting person under Issuer's 2014 Omnibus Incentive Plan. F6 · derivative.exercise_date: Exercise of the employee stock option is subject to vesting over four years from the date of grant, with one fourth of such options becoming exercisable on each of the first four anniversaries of the date of grant. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | Tax withholdingCommon Stock | 3,439 | $67.55 | $232,304.45 |
DisclosureSEC source: 0001628280-26-030837 · wk-form4_1778025719.xml · nonDerivative · entry 3 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,334 F3 · shares: Represents the number of shares forfeited to cover tax withholding obligations in connection with the vesting of restricted stock units and performance awards. F4 · balance_after: Consists of (i) 9,334 shares beneficially owned by the reporting person, and (ii) 12,000 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 2,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030837 · wk-form4_1778025719.xml · nonDerivative · entry 2 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,773 F2 · shares: Represents the number of shares earned upon satisfaction of performance goals in connection with performance-based restricted stock units. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 4,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030837 · wk-form4_1778025719.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,082 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the ratably on each of the first four anniversaries of the grant date. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:16 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 7,275 | $60.43 | $439,628.25 |
DisclosureSEC source: 0001628280-25-041640 · wk-form4_1757016970.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,919 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 2,891 shares beneficially owned by the reporting person, and (ii) 15,028 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 20:03 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 7,275 | $60.00 | $436,500.00 |
DisclosureSEC source: 0001628280-25-030447 · wk-form4_1749585807.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,194 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 10,166 shares beneficially owned by reporting person, and (ii) 15,028 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2025 Filed May 5, 2025 22:20 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantEmployee Stock Options · Derivative | 9,920 | $0.00 Strike: $54.38 | $0.00 |
DisclosureSEC source: 0001628280-25-022321 · wk-form4_1746483610.xml · derivative · entry 3 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,920 Underlying: Common Stock · 9,920 shares Expires 2035-05-01 F4 · security: Represents non-qualified stock options of Issuer granted to reporting person under Issuer's 2014 Omnibus Incentive Plan. F5 · derivative.exercise_date: Exercise of the employee stock option is subject to vesting over four years from the date of grant, with one fourth of such options becoming exercisable on each of the first four anniversaries of the date of grant. Read SEC document |
| May 01, 2025 Filed May 5, 2025 22:20 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | Tax withholdingCommon Stock | 6,271 | $54.38 | $341,016.98 |
DisclosureSEC source: 0001628280-25-022321 · wk-form4_1746483610.xml · nonDerivative · entry 2 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,469 F2 · shares: Represents the number of shares forfeited to cover tax withholding obligations in connection with the vesting of restricted stock or restricted stock units. F3 · balance_after: Consists of (i) 17,441 shares beneficially owned by reporting person, and (ii) 15,028 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2025 Filed May 5, 2025 22:20 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 5,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-022321 · wk-form4_1746483610.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,740 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the ratably on each of the first four anniversaries of the grant date. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 6,129 | $88.94 | $545,113.26 |
DisclosureSEC source: 0001628280-24-045264 · wk-form4_1730840549.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,569 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 1,275 shares beneficially owned by reporting person, and (ii) 32,294 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| August 06, 2024 Filed Aug 7, 2024 20:00 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 6,128 | $81.41 | $498,880.48 |
DisclosureSEC source: 0001628280-24-035589 · wk-form4_1723060838.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,698 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 7,404 shares beneficially owned by reporting person, and (ii) 32,294 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:01 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantEmployee Stock Options · Derivative | 5,864 | $0.00 Strike: $72.00 | $0.00 |
DisclosureSEC source: 0001628280-24-020266 · wk-form4_1714766495.xml · derivative · entry 3 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,864 Underlying: Common Stock · 5,864 shares Expires 2034-05-01 F4 · security: Represents non-qualified stock options of Issuer granted to reporting person under Issuer's 2014 Omnibus Incentive Plan. F5 · derivative.exercise_date: Exercise of the employee stock option is subject to vesting over four years from the date of grant, with one fourth of such options becoming exercisable on each of the first four anniversaries of the date of grant. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:01 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | Tax withholdingCommon Stock | 8,150 | $72.00 | $586,800.00 |
DisclosureSEC source: 0001628280-24-020266 · wk-form4_1714766495.xml · nonDerivative · entry 2 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,826 F2 · shares: Represents the number of shares forfeited to cover tax withholding obligations in connection with the vesting of restricted stock or restricted stock unit awards. F3 · balance_after: Consists of (i) 13,532 shares beneficially owned by reporting person, and (ii) 32,294 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:01 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 3,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-020266 · wk-form4_1714766495.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,976 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the ratably on each of the first four anniversaries of the grant date. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:01 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 12,820 | $72.43 | $928,552.60 |
DisclosureSEC source: 0001628280-24-002716 · wk-form4_1706734885.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,939 F1 · price: The reported price in Column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 5 shares beneficially owned by reporting person, and (ii) 50,934 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:04 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 1,228 | $70.00 | $85,960.00 |
DisclosureSEC source: 0001628280-23-040736 · wk-form4_1701810276.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,759 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 12,825 shares beneficially owned by reporting person, and (ii) 50,934 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 21:01 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | SaleCommon Stock | 11,234 | $70.08 | $787,278.72 |
DisclosureSEC source: 0001628280-23-040112 · wk-form4_1701205287.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,987 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 14,053 shares beneficially owned by reporting person, and (ii) 50,934 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:38 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantEmployee Stock Options · Derivative | 3,968 | $0.00 Strike: $51.25 | $0.00 |
DisclosureSEC source: 0001628280-23-015248 · wf-form4_168314630149282.xml · derivative · entry 3 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 Underlying: Common Stock · 3,968 shares Expires 2033-05-01 F4 · security: Represents non-qualified stock options of Issuer granted to reporting person under Issuer's 2014 Omnibus Incentive Plan. F5 · derivative.exercise_date: Exercise of the employee stock option is subject to vesting over four years from the date of grant, with one fourth of such options becoming exercisable on each of the first four anniversaries of the date of grant. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:38 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | Tax withholdingCommon Stock | 6,414 | $51.25 | $328,717.50 |
DisclosureSEC source: 0001628280-23-015248 · wf-form4_168314630149282.xml · nonDerivative · entry 2 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,221 F2 · shares: Represents the number of shares forfeited to cover tax withholding obligations in connection with the vesting of restricted stock or restricted stock unit awards. F3 · balance_after: Consists of (i) 25,287 shares beneficially owned by reporting person, and (ii) 50,934 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:38 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 9,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015248 · wf-form4_168314630149282.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,635 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the ratably on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2022 Filed May 4, 2022 20:38 UTC | Triumph Financial, Inc. TBK · Entity 4635 | Tax withholdingCommon Stock | 5,328 | $69.44 | $369,976.32 |
DisclosureSEC source: 0001209191-22-027116 · doc4.xml · nonDerivative · entry 2 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,879 F2 · shares: Represents the number of shares forfeited to cover tax withholding obligations in connection with the vesting of restricted stock awards. F3 · balance_after: Consists of (i) 12,462 shares beneficially owned by reporting person, and (ii) 60,417 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| May 01, 2022 Filed May 4, 2022 20:38 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 10,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027116 · doc4.xml · nonDerivative · entry 1 Schreyer Edward Joseph · CIK 0001918655 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,207 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the ratably on each of the first four anniversaries of the grant date. 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.