Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Guaranty Bancshares, Inc.FGBI · Entity 8964 | Director · 10% owner | September 30, 2026 | October 03, 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.
First Guaranty Bancshares, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | IndirectBy: Smith & Tate Investments, LLC | 958,523 |
Reported balance
After 2026-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-30 · Purchase · Acquired 99,277 · Balance 958,523 F2: The shares were issued pursuant to the terms of the Second Amendment to the Promissory Note, dated as of March 20, 2026, by and between First Guaranty Bancshares, Inc., and Smith & Tate Investments, L.L.C. (the "Second Promissory Note Amendment") and the Second Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Second Subordinated Note Amendment"). The Second Promissory Note Amendment and the Second Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on March 20, 2026. F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 2,867,467 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,867,467 |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy: Smith-Hoover Holdings, L.L.C. | 20,063 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,063 F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy; MACSMITH LLC | 21,907 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 21,907 F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy: Smith & Hood Investment, LLC | 341,437 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 341,437 F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy: Big 4 Investments, LLC | 340,344 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 340,344 F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy Smith & Hood Holding Company, LLC | 1,062,817 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,062,817 F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F2: The shares were issued pursuant to the terms of the Second Amendment to the Promissory Note, dated as of March 20, 2026, by and between First Guaranty Bancshares, Inc., and Smith & Tate Investments, L.L.C. (the "Second Promissory Note Amendment") and the Second Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Second Subordinated Note Amendment"). The Second Promissory Note Amendment and the Second Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on March 20, 2026.
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 30, 2026 Filed Oct 3, 2026 00:11 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 99,277 | $8.28 | $822,013.56 |
DisclosureSEC source: 0001437749-26-031876 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 958,523 F2 · shares: The shares were issued pursuant to the terms of the Second Amendment to the Promissory Note, dated as of March 20, 2026, by and between First Guaranty Bancshares, Inc., and Smith & Tate Investments, L.L.C. (the "Second Promissory Note Amendment") and the Second Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Second Subordinated Note Amendment"). The Second Promissory Note Amendment and the Second Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on March 20, 2026. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:08 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 74,846 | $10.61 | $794,116.06 |
DisclosureSEC source: 0001437749-26-022281 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 859,246 F2 · shares: The shares were issued pursuant to the terms of the Second Amendment to the Promissory Note, dated as of March 20, 2026, by and between First Guaranty Bancshares, Inc., and Smith & Tate Investments, L.L.C. (the "Second Promissory Note Amendment") and the Second Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Second Subordinated Note Amendment"). The Second Promissory Note Amendment and the Second Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on March 20, 2026. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:07 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 109,051 | $9.17 | $999,997.67 |
DisclosureSEC source: 0001437749-26-014649 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 784,400 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 138,083 | $7.77 | $1,072,904.91 |
DisclosureSEC source: 0001437749-26-011112 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 675,349 F2 · shares: Includes 105,907 shares of common stock issued to the reporting person pursuant to the terms of the Second Amendment to the Promissory Note, dated as of March 20, 2026, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Second Promissory Note Amendment") and the Second Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, dated as of March 20, 2026, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Second Subordinated Note Amendment"). The Second Promissory Note Amendment and the Second Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on March 20, 2026. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 22:04 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 208,996 | $5.40 | $1,128,578.40 |
DisclosureSEC source: 0001437749-26-000125 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 537,266 F2 · shares: Includes 162,699 shares of common stock issued to the reporting person pursuant to the terms of the First Amendment to the Promissory Note, dated as of June 4, 2025, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Promissory Note Amendment") and the First Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, dated as of June 4, 2025, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investments, L.L.C. (the "Subordinated Note Amendment"). The Promissory Note Amendment and the Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on June 9, 2025. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 800 | $4.95 | $3,960.00 |
DisclosureSEC source: 0001437749-25-036062 · rdgdoc.xml · nonDerivative · entry 5 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Hood Investment, LLC Disclosed balance after: 341,437 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 2,500 | $4.81 | $12,025.00 |
DisclosureSEC source: 0001437749-25-036062 · rdgdoc.xml · nonDerivative · entry 4 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By; MACSMITH LLC Disclosed balance after: 21,907 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 15,000 | $4.97 | $74,550.00 |
DisclosureSEC source: 0001437749-25-036062 · rdgdoc.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,867,467 F2 · price: This transaction was executed in multiple trades at prices ranging from $4.81 to $5.06. The price reported above reflects the weighted average sale 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. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 1,500 | $4.85 | $7,275.00 |
DisclosureSEC source: 0001437749-25-036062 · rdgdoc.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith-Hoover Holdings, L.L.C. Disclosed balance after: 20,063 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 17, 2025 Filed Nov 21, 2025 22:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 1,500 | $5.78 | $8,670.00 |
DisclosureSEC source: 0001437749-25-036062 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith-Hoover Holdings, L.L.C. Disclosed balance after: 18,563 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:19 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 141,328 | $8.05 | $1,137,690.40 |
DisclosureSEC source: 0001437749-25-030390 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 328,270 F2 · shares: Includes 110,272 shares of common stock issued to the reporting person pursuant to the terms of the First Amendment to the Promissory Note, dated as of June 4, 2025, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investment, L.L.C. (the "Promissory Note Amendment") and the First Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, dated as of June 4, 2025, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investment, L.L.C. (the "Subordinated Note Amendment"). The Promissory Note Amendment and the Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on June 9, 2025. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:10 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 88,482 | $8.00 | $707,856.00 |
DisclosureSEC source: 0001437749-25-021961 · rdgdoc.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 186,942 F3 · kind: The 88,482 shares of common stock of the issuer were issued to the reporting person pursuant to the terms of the First Amendment to the Promissory Note, dated as of June 4, 2025, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investment, L.L.C. (the "Promissory Note Amendment") and the First Amendment to the First Guaranty Bancshares, Inc. Floating Rate Subordinated Note due March 28, 2034, dated as of June 4, 2025, by and between First Guaranty Bancshares, Inc. and Smith & Tate Investment, L.L.C. (the "Subordinated Note Amendment"). The Promissory Note Amendment and the Subordinated Note Amendment were filed as Exhibit 10.1 and Exhibit 10.2 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on June 9, 2025. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:10 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 1,981,506 | $7.57 | $15,000,000.42 |
DisclosureSEC source: 0001437749-25-021961 · rdgdoc.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,852,467 F2 · kind: The 1,981,506 shares of common stock of the issuer were issued to the reporting person pursuant to the terms of the Exchange Agreement, dated as of June 16, 2025, by and between First Guaranty Bancshares, Inc. and Edgar Ray Smith, III (the "Exchange Agreement"). The Exchange Agreement provides for the issuance of 1,981,506 shares of common stock of the issuer at a price of $7.57 per share in exchange for that certain Floating Rate Subordinated Note due June 21, 2032, in the principal amount of $15,000,000. The Exchange Agreement was filed as Exhibit 10.1 to the Form 8-K filed by First Guaranty Bancshares, Inc. with the SEC on June 18, 2025. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:10 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 30,865 | $8.10 | $250,006.50 |
DisclosureSEC source: 0001437749-25-021961 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870,961 Read SEC document |
| May 12, 2025 Filed May 23, 2025 20:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 6,725 | $9.66 | $64,963.50 |
DisclosureSEC source: 0001437749-25-018340 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 19,407 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.52 to $9.90. The price reported above reflects the weighted average sale 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 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 03, 2025 Filed Apr 21, 2025 20:43 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 1,337 | $7.67 | $10,254.79 |
DisclosureSEC source: 0001437749-25-012546 · rdgdoc.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 12,682 F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 02, 2025 Filed Apr 2, 2025 22:28 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 98,460 | $8.47 | $833,956.20 |
DisclosureSEC source: 0001437749-25-010777 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Tate Investments, LLC Disclosed balance after: 98,460 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 02, 2025 Filed Apr 21, 2025 20:43 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 3,896 | $7.85 | $30,583.60 |
DisclosureSEC source: 0001437749-25-012546 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 11,345 F1 · price: This transaction was executed in multiple trades at prices ranging from $7.80 to $7.90. The price reported above reflects the weighted average sale 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 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 12, 2024 Filed Aug 15, 2024 20:09 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 1,935 | $10.36 | $20,046.60 |
DisclosureSEC source: 0001437749-24-027016 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith & Hood Investments, LLC Disclosed balance after: 340,637 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.34 to $10.38. The price reported above reflects the weighted average sale 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 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 22:11 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 255,300 | $10.00 | $2,553,000.00 |
DisclosureSEC source: 0001437749-23-035132 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Big 4 Investments, LLC Disclosed balance after: 335,737.54 F2 · balance_after: Includes shares acquired under a dividend reinvestment plan pursuant to Rule 16a-11. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 23, 2023 Filed May 26, 2023 00:53 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 307,540 | $14.00 | $4,305,560.00 |
DisclosureSEC source: 0001437749-23-015900 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 1,078,373 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 23, 2023 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | OtherCommon Stock | 390 | $21.87 | $8,529.30 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 6 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 770,833 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Intervening reports did not reflect these transactions. Read SEC document |
| January 12, 2023 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | OtherCommon Stock | 6 | $23.70 | $142.20 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 27 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 7,449 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2023 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,000 | $23.70 | $23,700.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 26 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 7,443 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 10, 2023 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 106 | $23.70 | $2,512.20 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 25 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 6,443 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 06, 2023 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 37 | $23.70 | $876.90 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 24 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 6,337 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 14, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 500 | $23.94 | $11,970.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 5 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 770,443 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Intervening reports did not reflect these transactions. Read SEC document |
| October 20, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 500 | $22.37 | $11,185.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 16 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,285 F7 · balance_after: Intervening reports do not reflect these transactions. Includes shares acquired under a dividend reinvestment plan pursuant to Rule 16a-11. Read SEC document |
| October 07, 2022 Filed Sep 1, 2023 20:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 2,554 | $22.50 | $57,465.00 |
DisclosureSEC source: 0001437749-23-025057 · rdgdoc.xml · nonDerivative · entry 4 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith-Hoover Holdings, L.L.C. Disclosed balance after: 17,063 F3 · shares: Intervening reports do not reflect these transactions. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 06, 2022 Filed Sep 1, 2023 20:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCOMMON STOCK | 52 | $22.50 | $1,170.00 |
DisclosureSEC source: 0001437749-23-025057 · rdgdoc.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith-Hoover Holdings, L.L.C. Disclosed balance after: 14,509 F3 · shares: Intervening reports do not reflect these transactions. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 05, 2022 Filed Sep 1, 2023 20:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | OtherCOMMON STOCK | 291 | $22.50 | $6,547.50 |
DisclosureSEC source: 0001437749-23-025057 · rdgdoc.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith-Hoover Holdings, L.L.C. Disclosed balance after: 14,457 F3 · shares: Intervening reports do not reflect these transactions. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 04, 2022 Filed Sep 1, 2023 20:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | OtherCOMMON STOCK | 103 | $22.50 | $2,317.50 |
DisclosureSEC source: 0001437749-23-025057 · rdgdoc.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: Smith-Hoover Holdings, L.L.C. Disclosed balance after: 14,166 F3 · shares: Intervening reports do not reflect these transactions. F1 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 23, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,100 | $21.71 | $23,881.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 23 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 6,300 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 12, 2022 Filed Sep 15, 2022 20:47 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | OtherFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 418 | $22.00 | $9,196.00 |
DisclosureSEC source: 0001567619-22-017462 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 766,733 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,366.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 1,512 | $22.60 | $34,171.20 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 16 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 766,315 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 14 | $22.67 | $317.31 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 15 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 27,328 Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 100 | $22.66 | $2,266.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 14 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 27,314 Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 300 | $22.75 | $6,825.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 13 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 27,214 Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 476 | $22.69 | $10,800.44 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 12 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 26,914 Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,000 | $22.95 | $45,900.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 11 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 764,803 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 700 | $22.75 | $15,925.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 10 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 762,803 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2 | $22.71 | $45.42 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 9 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 762,103 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 200 | $22.71 | $4,541.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 8 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 762,101 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 500 | $22.70 | $11,350.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 7 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 761,901 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 236 | $22.69 | $5,354.84 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 6 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 761,401 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2 | $22.67 | $45.34 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 5 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 761,165 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 360 | $22.66 | $8,157.60 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 4 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 761,163 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,920 | $22.60 | $65,992.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 760,803 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 1,100 | $22.59 | $24,852.52 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 757,883 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. Read SEC document |
| August 30, 2022 Filed Sep 2, 2022 21:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 468 | $22.50 | $10,530.00 |
DisclosureSEC source: 0001567619-22-017005 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 756,783 F2 · balance_after: The reporting person disclaims beneficial ownership of 383,157.5 shares of common stock held by a company in which the reporting person is deemed to be a controlling shareholder, which are included in this ownership report. 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.