Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Business First Bancshares, Inc.BFST · Entity 4961 | EVP, Correspondent Banking | August 06, 2026 | August 07, 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.
Business First Bancshares, Inc.
Report date August 06, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 12,642 |
Reported balance
After 2026-08-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-06 · Sale · Disposed 1,875 · Balance 12,642 F1: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,319 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 9,319 F2: Includes: (a) 2,584 time-based restricted stock units granted on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,715 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; and (c) 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issue date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer.
F2: Includes: (a) 2,584 time-based restricted stock units granted on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,715 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; and (c) 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issue date.
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 06, 2026 Filed Aug 7, 2026 21:53 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | SaleCOMMON STOCK | 1,875 | $31.64 | $59,325.00 |
DisclosureSEC source: 0001437749-26-026616 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,642 F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:05 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Tax withholdingCOMMON STOCK | 317 | $27.04 | $8,571.68 |
DisclosureSEC source: 0001437749-26-011106 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,517 F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:49 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 4,020 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001437749-26-006723 · rdgdoc.xml · derivative · entry 4 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,319 Underlying: Common Stock · 4,020 shares Expires not disclosed F4 · shares: Reflects the grant of 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 1,340 shares will vest on March 2, 2027, 1,340 shares will vest on March 2, 2028, and the remaining 1,340 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · price: Reflects the grant of 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 1,340 shares will vest on March 2, 2027, 1,340 shares will vest on March 2, 2028, and the remaining 1,340 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.exercise_date: Reflects the grant of 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 1,340 shares will vest on March 2, 2027, 1,340 shares will vest on March 2, 2028, and the remaining 1,340 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.expiration_date: Reflects the grant of 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 1,340 shares will vest on March 2, 2027, 1,340 shares will vest on March 2, 2028, and the remaining 1,340 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F5 · balance_after: Includes: (a) 2,584 time-based restricted stock units granted on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,715 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; and (c) 4,020 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issue date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:49 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionRestricted Stock Units · Derivative | 1,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-006723 · rdgdoc.xml · derivative · entry 3 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,299 Underlying: Common Stock · 1,337 shares Expires not disclosed 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. F3 · derivative.exercise_price: The reporting person received an award of 4,052 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · price: The reporting person received an award of 4,052 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · derivative.exercise_date: The reporting person received an award of 4,052 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · derivative.expiration_date: The reporting person received an award of 4,052 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:49 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Tax withholdingCOMMON STOCK | 366 | $27.30 | $9,991.80 |
DisclosureSEC source: 0001437749-26-006723 · rdgdoc.xml · nonDerivative · entry 2 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,834 F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. F2 · balance_after: Includes 1,156 shares of unvested restricted stock granted on February 1, 2024, which will vest on March 31, 2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:49 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionCOMMON STOCK | 1,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-006723 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,200 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. F3 · price: The reporting person received an award of 4,052 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. F2 · balance_after: Includes 1,156 shares of unvested restricted stock granted on February 1, 2024, which will vest on March 31, 2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 21:42 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | SaleCOMMON STOCK | 3,778 | $27.27 | $103,026.06 |
DisclosureSEC source: 0001437749-26-002572 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,863 F1 · price: This transaction was executed in multiple trades at prices ranging from $27.27 to $27.28. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. F3 · balance_after: Includes 1,156 shares of unvested restricted stock granted on February 1, 2024, which will vest on March 31, 2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:41 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionRestricted Stock Units · Derivative | 1,272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-038055 · rdgdoc.xml · derivative · entry 3 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,636 Underlying: Common Stock · 1,272 shares Expires not disclosed 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. F3 · derivative.exercise_price: The reporting person received an award of 3,856 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · price: The reporting person received an award of 3,856 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · derivative.exercise_date: The reporting person received an award of 3,856 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · derivative.expiration_date: The reporting person received an award of 3,856 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F4 · balance_after: Includes: (a) 2,584 time-based restricted stock units granted on December 12, 2024, of which 1,272 shares will vest on December 12, 2026 and the remaining 1,312 shares will vest on December 12, 2027; and (b) 4,052 time-based restricted stock units granted to the reporting person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:41 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Tax withholdingCOMMON STOCK | 348 | $27.71 | $9,643.08 |
DisclosureSEC source: 0001437749-25-038055 · rdgdoc.xml · nonDerivative · entry 2 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,641 F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. F2 · balance_after: Includes 1,156 shares of unvested restricted stock granted on February 1, 2024, which will vest on March 31, 2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:41 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionCOMMON STOCK | 1,272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-038055 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,989 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. F3 · price: The reporting person received an award of 3,856 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. F2 · balance_after: Includes 1,156 shares of unvested restricted stock granted on February 1, 2024, which will vest on March 31, 2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 22:12 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Tax withholdingCOMMON STOCK | 506 | $24.35 | $12,321.10 |
DisclosureSEC source: 0001437749-25-010765 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,717 F1 · balance_after: Includes units of the employer stock fund through the issuer's 401(k) plan equivalent to 6,799 shares of common stock of the issuer. F2 · balance_after: Includes 1,156 shares of unvested restricted stock granted on February 1, 2024, which will vest on March 31, 2026. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 11:22 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 4,052 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001437749-25-006212 · rdgdoc.xml · derivative · entry 2 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,908 Underlying: Common Stock · 4,052 shares Expires not disclosed F4 · shares: Reflects the grant of 4,052 time-based restricted stock units granted to the Reporting Person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · price: Reflects the grant of 4,052 time-based restricted stock units granted to the Reporting Person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.exercise_date: Reflects the grant of 4,052 time-based restricted stock units granted to the Reporting Person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.expiration_date: Reflects the grant of 4,052 time-based restricted stock units granted to the Reporting Person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.underlying_shares: Reflects the grant of 4,052 time-based restricted stock units granted to the Reporting Person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F5 · balance_after: Includes: (a) 3,856 time-based restricted stock units granted on December 12, 2024, of which 1,272 shares will vest on December 12, 2025, 1,272 shares will vest on December 12, 2026, and the remaining 1,312 shares will vest on December 12, 2027; and (b) 4,052 time-based restricted stock units granted to the Reporting Person on March 1, 2025, of which 1,337 shares will vest on March 1, 2026, 1,337 shares will vest on March 1, 2027, and the remaining 1,378 shares will vest on March 1, 2028. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 21:10 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantCOMMON STOCK | 3,856 | $28.50 | $109,896.00 |
DisclosureSEC source: 0001437749-24-037594 · rdgdoc.xml · nonDerivative · entry 1 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,079 F1 · shares: Reflects the grant of time-based restricted stock to the reporting person. The time-based restricted stock will vest in substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · balance_after: Includes units of employer stock fund through issuer's 401(k) plan equivalent to 6,799 shares of common stock. F3 · balance_after: Includes (a) 3,068 shares of unvested restricted stock granted on 2/1/2024, of which 1,912 shares will vest on 3/31/2025 and the remaining 1,156 shares will vest on 3/31/2026, and (b) 3,856 shares of unvested restricted stock granted on 12/12/2024, of which 1,272 shares will vest on 12/12/2025, 1,272 shares will vest on 12/12/2026, and the remaining 1,312 shares will vest on 12/12/2027. Under the terms of the relevant restricted stock grants, the reported shares of unvested restricted stock are subject to forfeiture upon the occurrence of certain events. Read SEC document |
| December 12, 2024 Filed Mar 19, 2025 20:15 UTC Amendment | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 3,856 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008435 · rdgdoc.xml · derivative · entry 2 Carter Donald Chad · CIK 0002021584 · EVP, Correspondent Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,856 Underlying: Common Stock · 3,856 shares Expires not disclosed F4 · security: The original Form 4, filed on December 16, 2024, incorrectly reported the grant of the reported securities as an acquisition of shares of restricted stock under Table I. This amendment is being filed to correct the original report by reporting the grant of the reported securities as an acquisition of restricted stock units under Table II. F5 · shares: Reflects the grant of 3,856 time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on December 12, 2024. The time-based restricted stock units will vest in three substantially equal installments on the first, second and third anniversary of the issuance date. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. F5 · derivative.exercise_date: Reflects the grant of 3,856 time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on December 12, 2024. The time-based restricted stock units will vest in three substantially equal installments on the first, second and third anniversary of the issuance date. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. F5 · derivative.expiration_date: Reflects the grant of 3,856 time-based restricted stock units granted to the reporting person under the Business First Bancshares, Inc. 2024 Equity Incentive Plan on December 12, 2024. The time-based restricted stock units will vest in three substantially equal installments on the first, second and third anniversary of the issuance date. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Under the terms of the relevant restricted stock unit grant, the reported unvested restricted stock units are subject to forfeiture upon the occurrence of certain events. 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.