Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Third Coast Bancshares, Inc.TCBX · Entity 5191 | See Remarks | March 15, 2026 | March 17, 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 March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,279 |
Reported balance
After 2026-03-15 transaction · row 1
1 source rowRow 1 · 2026-03-15 · Grant · Acquired 1,338 · Balance 16,279 F1: Represents shares of restricted common stock, which vest in three equal annual installments beginning on the anniversary of the grant date, subject to the terms of the award. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 2,147 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,147 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,500 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock, which vest in three equal annual installments beginning on the anniversary of the grant date, subject to the terms of the award.
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 15, 2026 Filed Mar 17, 2026 21:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-111107 · ownership.xml · nonDerivative · entry 1 Spaulding Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,279 F1 · shares: Represents shares of restricted common stock, which vest in three equal annual installments beginning on the anniversary of the grant date, subject to the terms of the award. Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0000950170-25-072749 · ownership.xml · derivative · entry 5 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-06-15 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 14, 2025 Filed May 15, 2025 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Tax withholdingCommon Stock | 1,730 | $31.80 | $55,014.00 |
DisclosureSEC source: 0000950170-25-072749 · ownership.xml · nonDerivative · entry 2 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,941 F1 · kind: Represents 1,730 shares withheld by the Issuer to pay the exercise price on an aggregate of 5,000 stock options that were set to expire on June 15, 2025. Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:30 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | Exercise / conversionCommon Stock | 5,000 | $11.00 | $55,000.00 |
DisclosureSEC source: 0000950170-25-072749 · ownership.xml · nonDerivative · entry 1 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,671 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 15, 2025 Filed Mar 18, 2025 23:42 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041616 · ownership.xml · nonDerivative · entry 1 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,671 F1 · shares: Represents shares of restricted common stock, which vest in three equal annual installments beginning on the anniversary of the grant date, subject to the terms of the award. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | OtherCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-125298 · ownership.xml · nonDerivative · entry 1 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,900 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 20:56 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 1,500 | $17.63 | $26,445.00 |
DisclosureSEC source: 0001209191-23-055687 · doc4.xml · nonDerivative · entry 1 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,500 Read SEC document |
| May 08, 2023 Filed May 9, 2023 21:48 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 2,000 | $14.23 | $28,460.00 |
DisclosureSEC source: 0001209191-23-028348 · doc4.xml · nonDerivative · entry 1 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,500 Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 01:21 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-004732 · doc4.xml · nonDerivative · entry 1 Duncan Audrey · CIK 0001891540 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 F1 · shares: Represents shares of restricted common stock, which vest in four 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.