Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Third Coast Bancshares, Inc.TCBX · Entity 5191 | Director | May 07, 2026 | May 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.
Third Coast Bancshares, Inc.
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,476 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Exercise / conversion · Acquired 6,000 · Balance 13,476 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.43 · Expires 2031-01-01 | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-07 · Exercise / conversion · Disposed 6,000 · Balance 0 |
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 07, 2026 Filed May 8, 2026 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $16.43 Strike: $16.43 | $98,580.00 |
DisclosureSEC source: 0001193125-26-214733 · ownership.xml · derivative · entry 2 McDonald Shelton · CIK 0001890966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2031-01-01 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. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionCommon Stock | 6,000 | $16.43 | $98,580.00 |
DisclosureSEC source: 0001193125-26-214733 · ownership.xml · nonDerivative · entry 1 McDonald Shelton · CIK 0001890966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,476 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 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: 0001193125-26-110933 · ownership.xml · derivative · entry 1 McDonald Shelton · CIK 0001890966 · 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: 0000950170-25-077758 · ownership.xml · nonDerivative · entry 1 McDonald Shelton · CIK 0001890966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,476 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 |
| 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: 0000950170-24-067522 · ownership.xml · nonDerivative · entry 1 McDonald Shelton · CIK 0001890966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,826 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 |
| 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: 0001209191-23-032827 · doc4.xml · nonDerivative · entry 1 McDonald Shelton · CIK 0001890966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,864 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 19:38 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 1,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019224 · doc4.xml · nonDerivative · entry 1 McDonald Shelton · CIK 0001890966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,264 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.