Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Business First Bancshares, Inc.BFST · Entity 4961 | EVP, CAO | March 31, 2026 | April 02, 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.
Business First Bancshares, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 19,064 |
Reported balance
After 2026-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-31 · Tax withholding · Disposed 528 · Balance 19,064 F1: Includes 725 shares held jointly with spouse. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy spouse | 8,817 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,817 |
| COMMON STOCKSEC Table I · non-derivative | IndirectAs custodian for minor children | 7,230 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,230 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,129 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,129 F2: Includes: (a) 2,198 time-based restricted stock units granted to the reporting person on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,318 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (c) 722 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date; and (d) 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 725 shares held jointly with spouse.
F2: Includes: (a) 2,198 time-based restricted stock units granted to the reporting person on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,318 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (c) 722 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date; and (d) 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 16:08 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Tax withholdingCOMMON STOCK | 528 | $27.04 | $14,277.12 |
DisclosureSEC source: 0001437749-26-011117 · rdgdoc.xml · nonDerivative · entry 1 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,064 F1 · balance_after: Includes 725 shares held jointly with spouse. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 18:52 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 2,891 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001437749-26-006730 · rdgdoc.xml · derivative · entry 7 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,129 Underlying: Common Stock · 2,891 shares Expires not disclosed F5 · shares: Reflects the grant of 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 963 shares will vest on March 2, 2027, 963 shares will vest on March 2, 2028, and the remaining 965 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. The reporting person has irrevocably elected to defer the reported securities under the Deferred Compensation Plan. In accordance with the Deferred Compensation Plan, the reporting person will receive a lump sum cash distribution in an amount equal to the vested securities deferred under the Deferred Compensation Plan, plus any earnings or losses attributable thereto, on the first business day following the month in which the reporting person's separation of service, death, or disability occurs. F5 · price: Reflects the grant of 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 963 shares will vest on March 2, 2027, 963 shares will vest on March 2, 2028, and the remaining 965 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. The reporting person has irrevocably elected to defer the reported securities under the Deferred Compensation Plan. In accordance with the Deferred Compensation Plan, the reporting person will receive a lump sum cash distribution in an amount equal to the vested securities deferred under the Deferred Compensation Plan, plus any earnings or losses attributable thereto, on the first business day following the month in which the reporting person's separation of service, death, or disability occurs. F5 · derivative.exercise_date: Reflects the grant of 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 963 shares will vest on March 2, 2027, 963 shares will vest on March 2, 2028, and the remaining 965 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. The reporting person has irrevocably elected to defer the reported securities under the Deferred Compensation Plan. In accordance with the Deferred Compensation Plan, the reporting person will receive a lump sum cash distribution in an amount equal to the vested securities deferred under the Deferred Compensation Plan, plus any earnings or losses attributable thereto, on the first business day following the month in which the reporting person's separation of service, death, or disability occurs. F5 · derivative.expiration_date: Reflects the grant of 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 963 shares will vest on March 2, 2027, 963 shares will vest on March 2, 2028, and the remaining 965 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. The reporting person has irrevocably elected to defer the reported securities under the Deferred Compensation Plan. In accordance with the Deferred Compensation Plan, the reporting person will receive a lump sum cash distribution in an amount equal to the vested securities deferred under the Deferred Compensation Plan, plus any earnings or losses attributable thereto, on the first business day following the month in which the reporting person's separation of service, death, or disability occurs. F6 · balance_after: Includes: (a) 2,198 time-based restricted stock units granted to the reporting person on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,318 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (c) 722 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date; and (d) 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 18:52 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | GrantRestricted Stock Units · Derivative | 722 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001437749-26-006730 · rdgdoc.xml · derivative · entry 6 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,238 Underlying: Common Stock · 722 shares Expires not disclosed F4 · shares: Reflects the grant of 722 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 240 shares will vest on March 2, 2027, 240 shares will vest on March 2, 2028, and the remaining 242 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · price: Reflects the grant of 722 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 240 shares will vest on March 2, 2027, 240 shares will vest on March 2, 2028, and the remaining 242 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.exercise_date: Reflects the grant of 722 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 240 shares will vest on March 2, 2027, 240 shares will vest on March 2, 2028, and the remaining 242 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. F4 · derivative.expiration_date: Reflects the grant of 722 time-based restricted stock units granted to the reporting person on March 2, 2026, of which 240 shares will vest on March 2, 2027, 240 shares will vest on March 2, 2028, and the remaining 242 shares will vest on March 2, 2029. Each time-based restricted stock unit is economically equivalent to one share of common stock of the issuer. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:52 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionRestricted Stock Units · Derivative | 1,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-006730 · rdgdoc.xml · derivative · entry 5 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,516 Underlying: Common Stock · 1,141 shares Expires not disclosed 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_price: The reporting person received an award of 3,459 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · price: The reporting person received an award of 3,459 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · derivative.exercise_date: The reporting person received an award of 3,459 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · derivative.expiration_date: The reporting person received an award of 3,459 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:52 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Disposition to issuerCOMMON STOCK | 1,141 | $27.30 | $31,149.30 |
DisclosureSEC source: 0001437749-26-006730 · rdgdoc.xml · nonDerivative · entry 2 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,592 F3 · shares: These shares were acquired upon the partial vesting of the previously reported time-based restricted stock units granted to the reporting person on March 1, 2025. The reporting person has irrevocably elected to defer the reported securities under the b1BANK Deferred Compensation Plan (the "Deferred Compensation Plan"). In accordance with the Deferred Compensation Plan, the reporting person will receive a lump sum cash distribution in an amount equal to the vested securities deferred under the Deferred Compensation Plan, plus any earnings or losses attributable thereto, on the first business day following the month in which the reporting person's separation of service, death, or disability occurs. F1 · balance_after: Includes: (a) 1,927 shares of restricted stock granted on February 1, 2024, which vest on March 31, 2026; and (b) 725 shares held jointly with spouse. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 18:52 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionCOMMON STOCK | 1,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-006730 · rdgdoc.xml · nonDerivative · entry 1 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,733 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 · price: The reporting person received an award of 3,459 time-based restricted stock units on March 1, 2025, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F1 · balance_after: Includes: (a) 1,927 shares of restricted stock granted on February 1, 2024, which vest on March 31, 2026; and (b) 725 shares held jointly with spouse. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 17:43 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionRestricted Stock Units · Derivative | 1,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-038060 · rdgdoc.xml · derivative · entry 5 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,657 Underlying: Common Stock · 1,082 shares Expires not disclosed 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_price: The reporting person received an award of 3,280 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · price: The reporting person received an award of 3,280 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · derivative.exercise_date: The reporting person received an award of 3,280 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F2 · derivative.expiration_date: The reporting person received an award of 3,280 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F3 · balance_after: Includes: (a) 2,198 time-based restricted stock units granted to the reporting person on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; and (b) 3,459 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 17:43 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Disposition to issuerCOMMON STOCK | 1,082 | $27.71 | $29,982.22 |
DisclosureSEC source: 0001437749-25-038060 · rdgdoc.xml · nonDerivative · entry 2 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,592 F4 · shares: These shares were acquired upon the partial vesting of the previously reported time-based restricted stock units granted to the reporting person on December 12, 2024. The reporting person has irrevocably elected to defer the reported securities under the b1BANK Deferred Compensation Plan (the "Deferred Compensation Plan"). In accordance with the Deferred Compensation Plan, the reporting person will receive a lump sum cash distribution in an amount equal to the vested securities deferred under the Deferred Compensation Plan, plus any earnings or losses attributable thereto, on the first business day following the month in which the reporting person's separation of service, death, or disability occurs. F1 · balance_after: Includes: (a) 1,927 shares of restricted stock granted on February 1, 2024, which vest on March 31, 2026; and (b) 725 shares held jointly with spouse. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 17:43 UTC | Business First Bancshares, Inc. BFST · Entity 4961 | Exercise / conversionCOMMON STOCK | 1,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-038060 · rdgdoc.xml · nonDerivative · entry 1 Roemer Heather G. · CIK 0002076134 · EVP, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,674 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 · price: The reporting person received an award of 3,280 time-based restricted stock units on December 12, 2024, vesting in three substantially equal installments on the first, second, and third anniversary of the issuance date. F1 · balance_after: Includes: (a) 1,927 shares of restricted stock granted on February 1, 2024, which vest on March 31, 2026; and (b) 725 shares held jointly with spouse. 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.