Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Third Coast Bancshares, Inc.TCBX · Entity 5191 | Director | May 21, 2026 | May 26, 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.
Third Coast Bancshares, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,235 |
Reported balance
After 2026-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,318 · Balance 39,235 F1: Represents shares of restricted common stock, which vest on the anniversary of the grant date, subject to the terms of the award. F2: Includes 18,124 shares received as a distribution from Pinnacle Executive Services, LLC ("Pinnacle") in connection with the divestment of the reporting person's entire membership interest in Pinnacle on November 7, 2022. In prior reports, the reporting person reported beneficial ownership of 36,248 shares held by Pinnacle. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA FBO Martin Basaldua | 37,525 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37,525 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock, which vest on the anniversary of the grant date, subject to the terms of the award.
F2: Includes 18,124 shares received as a distribution from Pinnacle Executive Services, LLC ("Pinnacle") in connection with the divestment of the reporting person's entire membership interest in Pinnacle on November 7, 2022. In prior reports, the reporting person reported beneficial ownership of 36,248 shares held by Pinnacle.
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 1,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-239439 · ownership.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,235 F1 · shares: Represents shares of restricted common stock, which vest on the anniversary of the grant date, subject to the terms of the award. F2 · balance_after: Includes 18,124 shares received as a distribution from Pinnacle Executive Services, LLC ("Pinnacle") in connection with the divestment of the reporting person's entire membership interest in Pinnacle on November 7, 2022. In prior reports, the reporting person reported beneficial ownership of 36,248 shares held by Pinnacle. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantStock Option (right to buy) · Derivative | 3,600 | $0.00 Strike: $37.91 | $0.00 |
DisclosureSEC source: 0001193125-26-110927 · ownership.xml · derivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 3,600 shares Expires 2036-03-16 Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077759 · ownership.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,793 F1 · shares: Represents shares of restricted common stock, which vest on the anniversary of the grant date, subject to the terms of the award. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 22:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionStock Option (right to buy) · Derivative | 3,750 | $11.00 Strike: $11.00 | $41,250.00 |
DisclosureSEC source: 0000950170-24-139680 · ownership.xml · derivative · entry 4 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 shares Expires 2024-12-31 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 23, 2024 Filed Dec 23, 2024 22:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionCommon Stock | 3,750 | $11.00 | $41,250.00 |
DisclosureSEC source: 0000950170-24-139680 · ownership.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,143 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 |
| May 30, 2024 Filed May 31, 2024 22:20 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 962 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067515 · ownership.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,393 F1 · shares: Represents shares of restricted common stock, which vest on the anniversary of the grant date, subject to the terms of the award. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:01 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $11.00 Strike: $11.00 | $55,000.00 |
DisclosureSEC source: 0000950170-24-035903 · ownership.xml · derivative · entry 4 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2024-03-31 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 21, 2024 Filed Mar 25, 2024 20:01 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionCommon Stock | 5,000 | $11.00 | $55,000.00 |
DisclosureSEC source: 0000950170-24-035903 · ownership.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,431 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 22, 2023 Filed Jun 26, 2023 19:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | OtherWarrant (right to buy) · Derivative | 857 | $11.00 Strike: $11.00 | $9,427.00 |
DisclosureSEC source: 0001209191-23-039648 · doc4.xml · derivative · entry 4 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 857 shares Expires 2023-07-01 Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 19:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | OtherCommon Stock | 857 | $11.00 | $9,427.00 |
DisclosureSEC source: 0001209191-23-039648 · doc4.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,431 Read SEC document |
| May 25, 2023 Filed May 30, 2023 19:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032829 · doc4.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,574 F1 · shares: Represents shares of restricted common stock, which vest on the anniversary of the grant date, subject to the terms of the award. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 19:18 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 1,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019194 · doc4.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,974 F1 · shares: Represents shares of restricted common stock, which vest in two equal annual installments beginning on the anniversary of the grant date, subject to the terms of the award. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:42 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseSeries A Convertible Non-Cumulative Preferred Stock · Derivative | 50 | $1,000.00 Strike: $22.50 | $50,000.00 |
DisclosureSEC source: 0000899243-22-032762 · doc4.xml · derivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 Underlying: Common Stock · 2,223 shares Expires not disclosed F1 · derivative.exercise_price: The Series A Convertible Non-Cumulative Preferred Stock is convertible into (i) common stock, subject to certain regulatory and contractual caps, and thereafter, subject to such caps, (ii) Series B Convertible Perpetual Preferred Stock, and (iii) following the requisite shareholder approval, non-voting common stock. The Series A Convertible Non-Cumulative Preferred Stock is convertible into common stock and non-voting common stock at a price per share of $22.50, subject to certain anti-dilution adjustments, and is convertible into Series B Convertible Perpetual Preferred Stock at a rate of one share for one share. F2 · derivative.expiration_date: The Series A Convertible Non-Cumulative Preferred Stock is redeemable by the Issuer (i) at any time following September 30, 2027, subject to regulatory approval and provided the closing price of the common stock has achieved certain thresholds, and (ii) at any time if the Series A Convertible Non-Cumulative Preferred Stock ceases to constitute Additional Tier 1 capital. F1 · derivative.underlying: The Series A Convertible Non-Cumulative Preferred Stock is convertible into (i) common stock, subject to certain regulatory and contractual caps, and thereafter, subject to such caps, (ii) Series B Convertible Perpetual Preferred Stock, and (iii) following the requisite shareholder approval, non-voting common stock. The Series A Convertible Non-Cumulative Preferred Stock is convertible into common stock and non-voting common stock at a price per share of $22.50, subject to certain anti-dilution adjustments, and is convertible into Series B Convertible Perpetual Preferred Stock at a rate of one share for one share. F1 · derivative.underlying_shares: The Series A Convertible Non-Cumulative Preferred Stock is convertible into (i) common stock, subject to certain regulatory and contractual caps, and thereafter, subject to such caps, (ii) Series B Convertible Perpetual Preferred Stock, and (iii) following the requisite shareholder approval, non-voting common stock. The Series A Convertible Non-Cumulative Preferred Stock is convertible into common stock and non-voting common stock at a price per share of $22.50, subject to certain anti-dilution adjustments, and is convertible into Series B Convertible Perpetual Preferred Stock at a rate of one share for one share. Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 01:21 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 210 | $23.99 | $5,038.61 |
DisclosureSEC source: 0000899243-22-004733 · doc4.xml · nonDerivative · entry 2 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,710 Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 01:21 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 620 | $24.00 | $14,880.00 |
DisclosureSEC source: 0000899243-22-004733 · doc4.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA FBO Martin Basaldua Disclosed balance after: 37,525 Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 7,000 | $25.00 | $175,000.00 |
DisclosureSEC source: 0000899243-21-044853 · doc4.xml · nonDerivative · entry 1 Basaldua Martin · CIK 0001891434 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA FBO Martin Basaldua Disclosed balance after: 36,905 F1 · shares: Acquired at closing of issuer's initial public offering as part of the directed share program described in issuer's registration statement for such offering. 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.