Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QCR HOLDINGS INCQCRH · Entity 4645 | President, CRBT | May 12, 2025 | June 08, 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.
QCR HOLDINGS INC
Report date May 12, 2025 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 310 |
Reported balance
After 2025-05-12 transaction · row 1
1 source rowRow 1 · 2025-05-12 · Sale · Disposed 428 · Balance 310 F1: This transaction was not reported on a timely basis due to an inadvertent administrative oversight and this Form 4 is being filed promptly upon discovery. |
| Common StockSEC Table I · non-derivative | Indirectby Managed Account | 5,838 |
Reported balance
Holding disclosure · report date 2025-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,838 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was not reported on a timely basis due to an inadvertent administrative oversight and this Form 4 is being filed promptly upon discovery.
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 |
|---|---|---|---|---|---|---|
| June 02, 2026 Filed Jun 5, 2026 20:48 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 94 | $0.00 Strike: $66.52 | $0.00 |
DisclosureSEC source: 0000906465-26-000054 · edgardoc.xml · derivative · entry 4 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282 Underlying: Common Stock · 94 shares Expires 2029-06-02 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 |
| June 02, 2026 Filed Jun 5, 2026 20:48 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 94 | $66.52 | $6,252.88 |
DisclosureSEC source: 0000906465-26-000054 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 522 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 30, 2026 Filed Apr 30, 2026 20:31 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 310 | $91.00 | $28,210.00 |
DisclosureSEC source: 0000906465-26-000052 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428 Read SEC document |
| March 12, 2026 Filed Mar 12, 2026 15:19 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 554 | $82.50 | $45,705.00 |
DisclosureSEC source: 0000906465-26-000047 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 738 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 14:51 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 161 | $0.00 Strike: $75.04 | $0.00 |
DisclosureSEC source: 0000906465-26-000044 · edgardoc.xml · derivative · entry 3 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480 Underlying: Common Stock · 161 shares Expires 2029-03-03 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: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 3, 2026. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 14:51 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 116 | $75.04 | $8,704.64 |
DisclosureSEC source: 0000906465-26-000044 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,292 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 |
| March 02, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | GrantPerformance Shares · Derivative | 645 | $0.00 Strike: $87.99 | $0.00 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · derivative · entry 8 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 645 Underlying: Common Stock · 645 shares Expires 2030-03-02 F4 · shares: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 2, 2027. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 184 | $0.00 Strike: $56.79 | $0.00 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · derivative · entry 7 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367 Underlying: Common Stock · 184 shares Expires 2028-03-01 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. F3 · derivative.exercise_date: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2025. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 208 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · derivative · entry 6 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 208 shares Expires 2026-03-01 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_date: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2023. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 211 | $0.00 Strike: $53.31 | $0.00 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · derivative · entry 5 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211 Underlying: Common Stock · 211 shares Expires 2027-03-01 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: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2024. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 133 | $56.79 | $7,553.07 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · nonDerivative · entry 3 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,176 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 |
| March 01, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 153 | $53.31 | $8,156.43 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · nonDerivative · entry 2 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,043 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 |
| March 01, 2026 Filed Mar 3, 2026 18:26 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 152 | $53.87 | $8,188.24 |
DisclosureSEC source: 0000906465-26-000031 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 890 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 |
| December 31, 2025 Filed Feb 13, 2026 23:09 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 788 | $83.30 | $65,640.40 |
DisclosureSEC source: 0000906465-26-000015 · edgardoc.xml · nonDerivative · entry 2 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Indirect · by Managed Account Disclosed balance after: 5,838 Read SEC document |
| June 02, 2025 Filed Jun 5, 2026 20:48 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | GrantPerformance Shares · Derivative | 376 | $0.00 Strike: $66.52 | $0.00 |
DisclosureSEC source: 0000906465-26-000054 · edgardoc.xml · derivative · entry 3 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376 Underlying: Common Stock · 376 shares Expires 2029-06-02 F1 · date: The grant was previously misreported due to an administrative error. Read SEC document |
| May 12, 2025 Filed Jun 8, 2026 21:09 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 428 | $60.74 | $25,996.72 |
DisclosureSEC source: 0000906465-26-000055 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310 F1 · date: This transaction was not reported on a timely basis due to an inadvertent administrative oversight and this Form 4 is being filed promptly upon discovery. Read SEC document |
| March 31, 2025 Filed Feb 13, 2026 23:09 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | OtherCommon Stock | 310 | $60.62 | $18,792.82 |
DisclosureSEC source: 0000906465-26-000015 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 738 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 13:52 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | SaleCommon Stock | 630 | $73.40 | $46,242.00 |
DisclosureSEC source: 0000906465-25-000038 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | GrantPerformance Shares · Derivative | 641 | $0.00 Strike: $75.04 | $0.00 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · derivative · entry 10 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 641 Underlying: Common Stock · 641 shares Expires 2029-03-03 F5 · shares: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 3, 2026. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 184 | $0.00 Strike: $56.79 | $0.00 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · derivative · entry 9 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551 Underlying: Common Stock · 184 shares Expires 2028-03-01 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. F4 · derivative.exercise_date: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2025. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 208 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · derivative · entry 8 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208 Underlying: Common Stock · 208 shares Expires 2026-03-01 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. F3 · derivative.exercise_date: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2023. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 212 | $0.00 Strike: $53.31 | $0.00 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · derivative · entry 7 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422 Underlying: Common Stock · 212 shares Expires 2027-03-01 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_date: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2024. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionPerformance Shares · Derivative | 270 | $0.00 Strike: $43.61 | $0.00 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · derivative · entry 6 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 270 shares Expires 2025-03-01 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: Represents a restricted stock unit grant. Each restricted stock unit represents a contingent right to receive one share of QCR Holdings, Inc. common stock or the cash equivalent of one share of common stock. The restricted stock units vest in four annual equal installments beginning on March 1, 2022. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 133 | $56.79 | $7,553.07 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · nonDerivative · entry 4 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,058 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 |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 154 | $53.31 | $8,209.74 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · nonDerivative · entry 3 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925 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 |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 153 | $53.87 | $8,242.11 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · nonDerivative · entry 2 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 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 |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | QCR HOLDINGS INC QCRH · Entity 4645 | Exercise / conversionCommon Stock | 190 | $43.61 | $8,285.90 |
DisclosureSEC source: 0000906465-25-000035 · edgardoc.xml · nonDerivative · entry 1 Klein James D. · CIK 0002058497 · President, CRBT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.