Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Triumph Financial, Inc.TFIN · Entity 4635 | Director | May 01, 2026 | May 05, 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.
Triumph Financial, Inc.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,434 |
Reported balance
After 2026-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 1,258 · Balance 10,434 F1: Shares represented by time-vested restricted stock units that vest one year from date of award. F2: Consists of (i) 9,176 shares beneficially owned by reporting person, and (ii) 1,258 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. |
| Depository SharesSEC Table I · non-derivative | Direct | 26,500 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,500 F3: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represented by time-vested restricted stock units that vest one year from date of award.
F2: Consists of (i) 9,176 shares beneficially owned by reporting person, and (ii) 1,258 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements.
F3: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share.
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 01, 2026 Filed May 5, 2026 20:31 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 1,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030635 · wk-form4_1778013087.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,434 F1 · shares: Shares represented by time-vested restricted stock units that vest one year from date of award. F2 · balance_after: Consists of (i) 9,176 shares beneficially owned by reporting person, and (ii) 1,258 shares of restricted stock or restricted stock units of the reporting person subject to future vesting requirements. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 21:15 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GiftCommon Stock | 1,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057645 · wk-form4_1766006109.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,176 F1 · shares: Represents a gift by the reporting person to a 501(c)(3) charitable organization Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:08 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033960 · wk-form4_1751486911.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,833 F1 · shares: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. Read SEC document |
| May 05, 2025 Filed May 5, 2025 20:08 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseDepository Shares | 399 | $21.50 | $8,578.50 |
DisclosureSEC source: 0001628280-25-022171 · wk-form4_1746475713.xml · nonDerivative · entry 3 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,500 F1 · security: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. F2 · price: The reported price in Column 4 represents the weighted average price per share of the reported transaction. Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:08 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseDepository Shares | 601 | $21.70 | $13,041.70 |
DisclosureSEC source: 0001628280-25-022171 · wk-form4_1746475713.xml · nonDerivative · entry 2 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,101 F1 · security: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. F2 · price: The reported price in Column 4 represents the weighted average price per share of the reported transaction. Read SEC document |
| April 25, 2025 Filed Apr 28, 2025 20:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 1,500 | $53.50 | $80,250.00 |
DisclosureSEC source: 0001628280-25-020243 · wk-form4_1745870513.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,220 F1 · price: The reported price in Column 4 represents the weighted average price per share of the reported transaction. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:08 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004028 · wk-form4_1738789697.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,720 F1 · shares: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:37 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031131 · wk-form4_1720039065.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,227 F1 · shares: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 8,227 shares beneficially owned by reporting person. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:04 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003049 · wk-form4_1706907829.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,741 F1 · shares: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 7,741 shares beneficially owned by reporting person. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:15 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024456 · wf-form4_168867454627353.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,203 F1 · shares: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 20:05 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseDepository Shares | 1,500 | $18.14 | $27,210.00 |
DisclosureSEC source: 0001628280-23-020497 · wf-form4_168564993615044.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,500 F1 · security: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. F2 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by theCommission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separateprice. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:11 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseDepository Shares | 1,750 | $17.60 | $30,800.00 |
DisclosureSEC source: 0001628280-23-017885 · wf-form4_168392228764434.xml · nonDerivative · entry 4 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,000 F1 · security: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. Read SEC document |
| May 09, 2023 Filed May 12, 2023 20:11 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseDepository Shares | 750 | $17.80 | $13,350.00 |
DisclosureSEC source: 0001628280-23-017885 · wf-form4_168392228764434.xml · nonDerivative · entry 3 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,250 F1 · security: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. Read SEC document |
| May 08, 2023 Filed May 12, 2023 20:11 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseDepository Shares | 1,500 | $18.00 | $27,000.00 |
DisclosureSEC source: 0001628280-23-017885 · wf-form4_168392228764434.xml · nonDerivative · entry 2 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,500 F1 · security: Each Depository Shares represents a 1/40th interest in a share of the Issuer's 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock, par value $0.01 per share. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:05 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006768 · doc4.xml · nonDerivative · entry 1 Deadman Davis R · CIK 0001365257 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,632 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. 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.