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 |
|---|---|---|---|---|---|---|
| August 30, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,100 | $22.75 | $25,025.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 22 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 5,200 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 30, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,000 | $22.35 | $22,350.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 15 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,785 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 |
| August 26, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,000 | $23.65 | $23,650.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 21 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 4,100 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 18, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,000 | $24.39 | $24,390.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 20 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 3,100 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 15, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 500 | $23.81 | $11,905.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 14 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,785 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 |
| July 06, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,000 | $24.90 | $24,900.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 19 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 2,100 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 900 | $24.99 | $22,491.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 18 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 1,100 F8 · 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, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 200 | $24.47 | $4,894.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 17 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: MACSMITH LLC Disclosed balance after: 200 F8 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 1,500 | $25.30 | $37,950.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 13 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,285 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.14 to $25.30. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding these transactions. 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 |
| June 17, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 712 | $25.84 | $18,398.08 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 12 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,785 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.65 to $25.84. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding these transactions. 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 |
| June 16, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 15 | $25.85 | $387.75 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 11 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,073 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 |
| May 16, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 25 | $28.75 | $718.75 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 10 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,058 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 |
| May 04, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 250 | $25.21 | $6,302.50 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 9 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,033 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 |
| April 21, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 10 | $23.17 | $231.70 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 4 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 769,943 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 |
| April 12, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 600 | $24.00 | $14,400.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 8 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,783 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.99 to $24.00. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding these transactions. 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 |
| March 16, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 900 | $22.39 | $20,151.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 7 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,183 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 |
| March 15, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 2,600 | $21.60 | $56,160.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 769,933 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.40 to $21.63. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding these transactions. 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 |
| February 28, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 500 | $21.40 | $10,700.00 |
DisclosureSEC source: 0001437749-23-009844 · rdgdoc.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 767,333 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.34 to $21.42. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding these transactions. 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 |
| February 01, 2022 Filed Feb 1, 2022 21:55 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 348 | $20.70 | $7,203.60 |
DisclosureSEC source: 0001567619-22-002283 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,419 F4 · balance_after: Reflects 10% stock dividend paid on December 17, 2021. Read SEC document |
| January 06, 2022 Filed Apr 10, 2023 20:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseCommon Stock | 54 | $20.18 | $1,089.72 |
DisclosureSEC source: 0001437749-23-009844 · 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: 766,833 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 |
| November 18, 2021 Filed Dec 16, 2021 18:51 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,000 | $23.00 | $46,000.00 |
DisclosureSEC source: 0001567619-21-022170 · doc1.xml · nonDerivative · entry 5 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held in individual account with broker Disclosed balance after: 64,100 Read SEC document |
| November 18, 2021 Filed Dec 16, 2021 18:51 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,000 | $22.88 | $45,760.00 |
DisclosureSEC source: 0001567619-21-022170 · doc1.xml · nonDerivative · entry 4 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held in individual account with broker Disclosed balance after: 62,100 Read SEC document |
| November 12, 2021 Filed Dec 16, 2021 18:51 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 3,100 | $22.50 | $69,750.00 |
DisclosureSEC source: 0001567619-21-022170 · doc1.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held in individual account with broker Disclosed balance after: 60,100 Read SEC document |
| November 01, 2021 Filed Dec 16, 2021 18:51 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 500 | $21.54 | $10,770.00 |
DisclosureSEC source: 0001567619-21-022170 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held in individual account with broker Disclosed balance after: 57,000 Read SEC document |
| October 27, 2021 Filed Dec 16, 2021 18:51 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 500 | $21.25 | $10,625.00 |
DisclosureSEC source: 0001567619-21-022170 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held in individual account with broker Disclosed balance after: 56,500 Read SEC document |
| June 14, 2021 Filed Jun 17, 2021 18:25 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,621 | $19.35 | $50,716.35 |
DisclosureSEC source: 0001567619-21-012304 · doc1.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 17,447 Read SEC document |
| June 11, 2021 Filed Jun 17, 2021 18:25 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,375 | $19.35 | $45,956.25 |
DisclosureSEC source: 0001567619-21-012304 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 14,826 Read SEC document |
| June 10, 2021 Filed Jun 17, 2021 18:25 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 344 | $19.35 | $6,656.40 |
DisclosureSEC source: 0001567619-21-012304 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 12,451 Read SEC document |
| June 09, 2021 Filed Jun 15, 2021 15:15 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 3,615 | $19.35 | $69,950.25 |
DisclosureSEC source: 0001567619-21-012098 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 12,107 Read SEC document |
| May 27, 2021 Filed Jun 15, 2021 15:15 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 548 | $19.35 | $10,603.80 |
DisclosureSEC source: 0001567619-21-012098 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 8,492 Read SEC document |
| May 26, 2021 Filed Jun 9, 2021 19:50 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 3,659 | $19.35 | $70,801.65 |
DisclosureSEC source: 0001567619-21-011892 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 7,944 Read SEC document |
| May 25, 2021 Filed May 27, 2021 22:53 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,433 | $19.35 | $47,078.55 |
DisclosureSEC source: 0001567619-21-011311 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 4,285 Read SEC document |
| May 25, 2021 Filed May 27, 2021 22:53 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 1,852 | $19.34 | $35,817.68 |
DisclosureSEC source: 0001567619-21-011311 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in brokerage account (D A Davidson) Disclosed balance after: 1,852 Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 21:28 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 27,000 | $12.00 | $324,000.00 |
DisclosureSEC source: 0001567619-20-012386 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith & Hood Investments, LLC Disclosed balance after: 583,482 F2 · balance_after: The reporting person disclaims beneficial ownership of 291,741 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 |
| June 11, 2020 Filed Jun 12, 2020 14:17 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,000 | $11.85 | $23,700.00 |
DisclosureSEC source: 0001567619-20-012050 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 11,759 F3 · balance_after: The reporting person disclaims beneficial ownership of 5,879.5 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 |
| June 10, 2020 Filed Jun 12, 2020 14:17 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 391 | $12.85 | $5,024.35 |
DisclosureSEC source: 0001567619-20-012050 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 9,759 F3 · balance_after: The reporting person disclaims beneficial ownership of 5,879.5 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 |
| June 03, 2020 Filed Jun 4, 2020 18:49 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 58 | $12.85 | $745.30 |
DisclosureSEC source: 0001567619-20-011692 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 9,368 F3 · balance_after: The reporting person disclaims beneficial ownership of 4,684 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 |
| June 01, 2020 Filed Jun 2, 2020 18:33 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 248 | $12.35 | $3,062.80 |
DisclosureSEC source: 0001567619-20-011495 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 9,310 F3 · balance_after: The reporting person disclaims beneficial ownership of 4,655 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 |
| May 29, 2020 Filed Jun 1, 2020 14:52 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,000 | $12.25 | $24,500.00 |
DisclosureSEC source: 0001567619-20-011384 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 9,062 F3 · balance_after: The reporting person disclaims beneficial ownership of 4,531 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 |
| May 22, 2020 Filed May 27, 2020 20:38 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,500 | $12.36 | $30,900.00 |
DisclosureSEC source: 0001567619-20-011238 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 7,062 F3 · balance_after: The reporting person disclaims beneficial ownership of 3,531 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 |
| May 22, 2020 Filed Jun 2, 2020 18:12 UTC Amendment | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,500 | $12.30 | $30,750.00 |
DisclosureSEC source: 0001567619-20-011491 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 7,062 F3 · balance_after: The reporting person disclaims beneficial ownership of 3,531 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 |
| May 21, 2020 Filed May 22, 2020 16:19 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 1,328 | $12.65 | $16,799.20 |
DisclosureSEC source: 0001567619-20-010965 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 4,562 F3 · balance_after: The reporting person disclaims beneficial ownership of 2,281 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 |
| May 19, 2020 Filed May 20, 2020 18:08 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 503 | $12.35 | $6,212.05 |
DisclosureSEC source: 0001567619-20-010797 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 3,234 F3 · balance_after: The reporting person disclaims beneficial ownership of 1,617 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 |
| May 14, 2020 Filed May 15, 2020 15:21 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 2,731 | $11.66 | $31,843.46 |
DisclosureSEC source: 0001567619-20-010324 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 2,731 F3 · balance_after: The reporting person disclaims beneficial ownership of 1,365.5 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 |
| May 14, 2020 Filed Jun 2, 2020 18:12 UTC Amendment | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 231 | $11.45 | $2,644.95 |
DisclosureSEC source: 0001567619-20-011490 · doc1.xml · nonDerivative · entry 3 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 2,731 F3 · balance_after: The reporting person disclaims beneficial ownership of 1,365.5 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 |
| May 14, 2020 Filed Jun 2, 2020 18:12 UTC Amendment | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 1,500 | $11.53 | $17,295.00 |
DisclosureSEC source: 0001567619-20-011490 · doc1.xml · nonDerivative · entry 2 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 2,500 F3 · balance_after: The reporting person disclaims beneficial ownership of 1,365.5 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 |
| May 14, 2020 Filed Jun 2, 2020 18:12 UTC Amendment | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 1,000 | $11.55 | $11,550.00 |
DisclosureSEC source: 0001567619-20-011490 · doc1.xml · nonDerivative · entry 1 Smith Edgar R. III · CIK 0001409022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Smith-Hoover Holdings, L.L.C. Disclosed balance after: 1,000 F3 · balance_after: The reporting person disclaims beneficial ownership of 1,365.5 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 |
| June 20, 2019 Filed Jul 2, 2019 20:36 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 23,000 | $20.20 | $464,600.00 |
DisclosureSEC source: 0001567619-19-014289 · 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: 555,561 F2 · balance_after: The reporting person disclaims beneficial ownership of 277,780.5 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 |
| May 07, 2019 Filed May 9, 2019 20:36 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 869 | $21.45 | $18,640.05 |
DisclosureSEC source: 0001567619-19-010299 · 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: 532,561 F2 · balance_after: The reporting person disclaims beneficial ownership of 266,280.50 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 |
| March 22, 2019 Filed May 9, 2019 20:36 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | PurchaseFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 465 | $21.00 | $9,765.00 |
DisclosureSEC source: 0001567619-19-010299 · 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: 531,692 F3 · shares: This transaction was matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, against a sale transaction which occurred on December 6, 2018 and was previously reported on a Form 4. Smith & Hood Investments, LLC has paid the Issuer $6,125.71, representing the full amount of profit realized in connection with the short-swing transactions. F2 · balance_after: The reporting person disclaims beneficial ownership of 266,280.50 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.