Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHPOINTE BANCSHARES INCNPB · Entity 288 | Director · CHAIRMAN & CEO · 10% owner | September 01, 2026 | September 02, 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.
NORTHPOINTE BANCSHARES INC
Report date September 01, 2026 · Filed September 02, 2026
Jointly reported with Charles A Williams TR Charles A Williams Trust
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy trust | 2,475,962 |
Reported balance
After 2026-09-01 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-09-01 · Purchase · Acquired 85,000 · Balance 2,475,962 F1: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. |
| Common StockSEC Table I · non-derivative | Direct | 113,789 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 113,789 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 720,429 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 720,429 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 20:01 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 85,000 | $16.74 | $1,422,925.50 |
DisclosureSEC source: 0002057567-26-000008 · wk-form4_1788379309.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,475,962 F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. Read SEC document |
| August 26, 2026 Filed Aug 26, 2026 21:44 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 48,312 | $16.95 | $818,680.66 |
DisclosureSEC source: 0002057567-26-000006 · wk-form4_1787780658.xml · nonDerivative · entry 2 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,390,962 F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 21:44 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 30,000 | $16.95 | $508,425.00 |
DisclosureSEC source: 0002057567-26-000006 · wk-form4_1787780658.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,342,650 F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. Read SEC document |
| May 13, 2026 Filed May 14, 2026 20:23 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 25,000 | $17.08 | $427,030.00 |
DisclosureSEC source: 0001336706-26-000045 · wk-form4_1778790202.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,312,650 F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. Read SEC document |
| May 12, 2026 Filed May 13, 2026 20:22 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 25,000 | $17.21 | $430,250.00 |
DisclosureSEC source: 0001336706-26-000040 · wk-form4_1778703752.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,287,650 F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:09 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | Exercise / conversionRestricted stock units · Derivative | 9,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-26-000030 · wk-form4_1775160541.xml · derivative · entry 6 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,667 Underlying: Common Stock · 9,333 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. F2 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F4 · derivative.exercise_date: The RSUs vested as to 9,333 shares on April 1, 2026. F4 · derivative.expiration_date: The RSUs vested as to 9,333 shares on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:09 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | Exercise / conversionRestricted stock units · Derivative | 49,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-26-000030 · wk-form4_1775160541.xml · derivative · entry 5 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,570 Underlying: Common Stock · 49,560 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. F2 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs vested as to 49,560 shares on April 1, 2026. F3 · derivative.expiration_date: The RSUs vested as to 49,560 shares on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:09 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | Exercise / conversionCommon Stock | 9,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-26-000030 · wk-form4_1775160541.xml · nonDerivative · entry 2 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,789 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 |
| April 01, 2026 Filed Apr 2, 2026 20:09 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | Exercise / conversionCommon Stock | 49,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-26-000030 · wk-form4_1775160541.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,456 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 |
| April 01, 2026 Filed Jun 5, 2026 20:07 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | GrantRestricted stock units · Derivative | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002057567-26-000004 · wk-form4_1780690054.xml · derivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires not disclosed F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029. F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2027, 2028 and 2029. Read SEC document |
| February 12, 2026 Filed Feb 13, 2026 21:55 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 23,450 | $16.88 | $395,887.59 |
DisclosureSEC source: 0001336706-26-000004 · wk-form4_1771019729.xml · nonDerivative · entry 2 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,896 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:55 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 14,205 | $16.90 | $240,064.50 |
DisclosureSEC source: 0001336706-26-000004 · wk-form4_1771019729.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,446 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 22:05 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | GiftCommon Stock | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-25-000019 · wk-form4_1765836330.xml · nonDerivative · entry 3 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,262,650 F2 · ownership.nature: Reflects a charitable contribution from the Charles A Williams TR Charles A Williams Trust to a donor advised fund. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:01 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | GrantRestricted stock units · Derivative | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-064096 · tm2519387-1_4seq1.xml · derivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires not disclosed F1 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028. F2 · derivative.expiration_date: The RSUs vest in three approximately equal annual installments on each of April 1, 2026, 2027 and 2028. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:28 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | Exercise / conversionRestricted stock units · Derivative | 49,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031763 · tm2511453-1_4seq1.xml · derivative · entry 4 Williams Charles Alan · CIK 0002057567 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,130 Underlying: Common Stock · 49,560 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. F2 · security: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F2 · derivative.exercise_price: Restricted stock units ("RSUs") convert into shares of the issuer's common stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs vested as to 49,560 shares on April 1, 2025. F3 · derivative.expiration_date: The RSUs vested as to 49,560 shares on April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:28 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | Exercise / conversionCommon Stock | 49,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031763 · tm2511453-1_4seq1.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,801 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 |
| April 01, 2025 Filed Dec 15, 2025 22:05 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | GiftCommon Stock | 49,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-25-000019 · wk-form4_1765836330.xml · nonDerivative · entry 2 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 2,402,650 F1 · ownership.nature: Reflects shares of common stock held by the Charles A Williams TR Charles A Williams Trust. Read SEC document |
| April 01, 2025 Filed Dec 15, 2025 22:05 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | GiftCommon Stock | 49,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001336706-25-000019 · wk-form4_1765836330.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · CHAIRMAN & CEO · 10% owner Charles A Williams TR Charles A Williams Trust · CIK 0002056588 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,241 Read SEC document |
| February 18, 2025 Filed Feb 22, 2025 02:23 UTC | NORTHPOINTE BANCSHARES INC NPB · Entity 288 | PurchaseCommon Stock | 17,241 | $14.50 | $249,994.50 |
DisclosureSEC source: 0001104659-25-016294 · tm257196-2_4seq1.xml · nonDerivative · entry 1 Williams Charles Alan · CIK 0002057567 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,241 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.