Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEXAS CAPITAL BANCSHARES INC/TXTCBI · Entity 4035 | Chief Risk Officer | July 01, 2026 | July 06, 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.
TEXAS CAPITAL BANCSHARES INC/TX
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,779 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Exercise / conversion · Acquired 2,748 · Balance 5,136 Row 2 · 2026-07-01 · Tax withholding · Disposed 1,357 · Balance 3,779 |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,748 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Exercise / conversion · Disposed 2,748 · Balance 2,748 F1: The restricted stock units vest in three equal annual installments beginning July 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in three equal annual installments beginning July 1, 2025.
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 01, 2026 Filed Jul 6, 2026 20:52 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversion2024 Restricted Stock Units · Derivative | 2,748 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002026535-26-000005 · wk-form4_1783371142.xml · derivative · entry 3 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,748 Underlying: Common Stock · 2,748 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. F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning July 1, 2025. F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning July 1, 2025. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:52 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 1,357 | $104.54 | $141,860.78 |
DisclosureSEC source: 0002026535-26-000005 · wk-form4_1783371142.xml · nonDerivative · entry 2 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,779 Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:52 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 2,748 | $0.00 | $0.00 |
DisclosureSEC source: 0002026535-26-000005 · wk-form4_1783371142.xml · nonDerivative · entry 1 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,136 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 |
| January 29, 2026 Filed Jan 30, 2026 21:22 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversion2025 Restricted Stock Units · Derivative | 1,306 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002026535-26-000002 · wk-form4_1769808166.xml · derivative · entry 3 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,613 Underlying: Common Stock · 1,306 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. F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning January 28, 2026. F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning January 28, 2026. Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 21:22 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 584 | $98.87 | $57,740.08 |
DisclosureSEC source: 0002026535-26-000002 · wk-form4_1769808166.xml · nonDerivative · entry 2 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,388 Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 21:22 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 1,306 | $0.00 | $0.00 |
DisclosureSEC source: 0002026535-26-000002 · wk-form4_1769808166.xml · nonDerivative · entry 1 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,972 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 |
| January 27, 2026 Filed Jan 30, 2026 21:22 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Grant2026 Restricted Stock Units · Derivative | 5,199 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002026535-26-000002 · wk-form4_1769808166.xml · derivative · entry 4 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,199 Underlying: Common Stock · 5,199 shares Expires not disclosed F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning January 27, 2027. F3 · derivative.expiration_date: N/A Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:40 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversion2024 Restricted Stock Units · Derivative | 2,747 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-25-000132 · wk-form4_1751488789.xml · derivative · entry 3 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,496 Underlying: Common Stock · 2,747 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. F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning July 1, 2025. F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning July 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:40 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 1,081 | $82.60 | $89,290.60 |
DisclosureSEC source: 0001077428-25-000132 · wk-form4_1751488789.xml · nonDerivative · entry 2 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,666 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:40 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-25-000132 · wk-form4_1751488789.xml · nonDerivative · entry 1 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,747 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 |
| January 28, 2025 Filed Jan 30, 2025 21:03 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Grant2025 Restricted Stock Units · Derivative | 3,919 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-25-000016 · wk-form4_1738270981.xml · derivative · entry 1 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,919 Underlying: Common Stock · 3,919 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning January 28, 2026. F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning January 28, 2026. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:06 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Grant2024 Restricted Stock Units · Derivative | 8,243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000142 · wk-form4_1720037195.xml · derivative · entry 1 Oman David W · CIK 0002026535 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,243 Underlying: Common Stock · 8,243 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning July 1, 2025. F2 · derivative.expiration_date: N/A 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.