Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hilltop Holdings Inc.HTH · Entity 4450 | Director | July 23, 2026 | July 24, 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.
Hilltop Holdings Inc.
Report date July 23, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,919 |
Reported balance
After 2026-07-23 transaction · row 1
1 source rowRow 1 · 2026-07-23 · Grant · Acquired 1,180 · Balance 54,919 F1: Shares acquired pursuant to the Hilltop Holdings Inc. 2020 Equity Incentive Plan as annual compensation for services rendered as a director for the prior year. F2: Price per shared calculated using the closing price per share on July 22, 2026, the day prior to the Company's annual stockholders' meeting. |
| Common StockSEC Table I · non-derivative | IndirectBy Lee Lewis Construction | 55,169 |
Reported balance
Holding disclosure · report date 2026-07-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,169 F3: The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the Hilltop Holdings Inc. 2020 Equity Incentive Plan as annual compensation for services rendered as a director for the prior year.
F2: Price per shared calculated using the closing price per share on July 22, 2026, the day prior to the Company's annual stockholders' meeting.
F3: The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares.
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 |
|---|---|---|---|---|---|---|
| July 23, 2026 Filed Jul 24, 2026 21:57 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | GrantCommon Stock | 1,180 | $38.14 | $45,005.20 |
DisclosureSEC source: 0001457416-26-000001 · primarydocument.xml · nonDerivative · entry 1 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,919 F1 · shares: Shares acquired pursuant to the Hilltop Holdings Inc. 2020 Equity Incentive Plan as annual compensation for services rendered as a director for the prior year. F2 · price: Price per shared calculated using the closing price per share on July 22, 2026, the day prior to the Company's annual stockholders' meeting. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:33 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | GrantCommon Stock | 957 | $31.36 | $30,011.52 |
DisclosureSEC source: 0001562180-25-005544 · primarydocument.xml · nonDerivative · entry 1 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,739 F1 · shares: Shares acquired pursuant to the Hilltop Holdings Inc. 2020 Equity Incentive Plan as annual compensation for services rendered as a director for the prior year. F2 · price: Price per shared calculated using the closing price per share on July 23, 2025, the day prior to the Company's annual stockholders' meeting. Read SEC document |
| March 04, 2021 Filed Mar 23, 2021 22:46 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 70,000 | $34.37 | $2,406,089.00 |
DisclosureSEC source: 0001562180-21-002419 · primarydocument.xml · nonDerivative · entry 3 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 55,169 F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.25 to $34.96, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F4 · balance_after: The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. Read SEC document |
| March 03, 2021 Filed Mar 23, 2021 22:46 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 70,000 | $34.54 | $2,417,450.00 |
DisclosureSEC source: 0001562180-21-002419 · primarydocument.xml · nonDerivative · entry 2 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 125,169 F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.00 to $34.88, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 02, 2021 Filed Mar 23, 2021 22:46 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 38,681 | $34.10 | $1,318,991.16 |
DisclosureSEC source: 0001562180-21-002419 · primarydocument.xml · nonDerivative · entry 1 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 195,169 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.00 to $34.37, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 01, 2021 Filed Mar 23, 2021 22:45 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 70,000 | $33.94 | $2,375,709.00 |
DisclosureSEC source: 0001562180-21-002418 · primarydocument.xml · nonDerivative · entry 3 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 233,850 F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.42 to $34.29, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F4 · balance_after: The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. Read SEC document |
| February 26, 2021 Filed Mar 23, 2021 22:45 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 70,000 | $33.11 | $2,317,770.00 |
DisclosureSEC source: 0001562180-21-002418 · primarydocument.xml · nonDerivative · entry 2 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 303,850 F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.76 to $33.50, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| February 25, 2021 Filed Mar 23, 2021 22:45 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 29,567 | $33.23 | $982,372.45 |
DisclosureSEC source: 0001562180-21-002418 · primarydocument.xml · nonDerivative · entry 1 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 373,850 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.00 to $33.92, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| February 24, 2021 Filed Mar 23, 2021 22:44 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 70,000 | $33.39 | $2,337,447.00 |
DisclosureSEC source: 0001562180-21-002417 · primarydocument.xml · nonDerivative · entry 3 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 403,417 F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.79 to $33.67, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F4 · balance_after: The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. Read SEC document |
| February 23, 2021 Filed Mar 23, 2021 22:44 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 70,000 | $32.75 | $2,292,801.00 |
DisclosureSEC source: 0001562180-21-002417 · primarydocument.xml · nonDerivative · entry 2 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 473,417 F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.50 to $33.34, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| February 22, 2021 Filed Mar 23, 2021 22:44 UTC | Hilltop Holdings Inc. HTH · Entity 4450 | SaleCommon Stock | 60,000 | $33.08 | $1,984,554.00 |
DisclosureSEC source: 0001562180-21-002417 · primarydocument.xml · nonDerivative · entry 1 Lewis Lee · CIK 0001457416 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lee Lewis Construction Disclosed balance after: 543,417 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.91 to $33.17, inclusive. The reporting person undertakes to provide to Hilltop Holdings Inc., any stockholder of Hilltop Holdings Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. 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.