Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Third Coast Bancshares, Inc.TCBX · Entity 5191 | Chief Financial Officer | 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 | 128,061 |
Reported balance
After 2026-03-15 transaction · row 1
1 source rowRow 1 · 2026-03-15 · Grant · Acquired 3,180 · Balance 128,061 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 Richard and Amy McWhorter Management Trust | 94,681 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 94,681 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 55,538 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 55,538 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,262 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,262 |
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 17:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 3,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-111113 · ownership.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,061 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 |
| April 28, 2025 Filed Apr 29, 2025 16:45 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 4,099 | $29.74 | $121,904.26 |
DisclosureSEC source: 0000950170-25-060264 · ownership.xml · nonDerivative · entry 2 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,881 F2 · price: The reporting person executed a trade order through a broker-dealer which resulted in multiple same day, same way open market purchases, with prices ranging from $29.50 to $29.8379 per share, inclusive. The reporting person has reported these purchases on an aggregate basis using the weighted average price for the transactions. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 16:45 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 5,901 | $28.84 | $170,184.84 |
DisclosureSEC source: 0000950170-25-060264 · ownership.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,782 F1 · price: The reporting person executed a trade order through a broker-dealer which resulted in multiple same day, same way open market purchases, with prices ranging from $28.4544 to $28.995 per share, inclusive. The reporting person has reported these purchases on an aggregate basis using the weighted average price for the transactions. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 15, 2024 Filed Mar 15, 2024 16:05 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 13,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-032172 · ownership.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,881 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 10, 2023 Filed May 12, 2023 15:31 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 5,909 | $14.84 | $87,707.29 |
DisclosureSEC source: 0001209191-23-028957 · doc4.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Richard and Amy McWhorter Management Trust Disclosed balance after: 94,681 Read SEC document |
| May 09, 2023 Filed May 10, 2023 11:16 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 11,999 | $14.31 | $171,705.69 |
DisclosureSEC source: 0001209191-23-028410 · doc4.xml · nonDerivative · entry 3 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Richard and Amy McWhorter Management Trust Disclosed balance after: 88,772 Read SEC document |
| May 08, 2023 Filed May 10, 2023 11:16 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 8,087 | $14.45 | $116,857.15 |
DisclosureSEC source: 0001209191-23-028410 · doc4.xml · nonDerivative · entry 2 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Richard and Amy McWhorter Management Trust Disclosed balance after: 76,773 Read SEC document |
| May 08, 2023 Filed May 10, 2023 11:16 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 2,039 | $13.83 | $28,193.25 |
DisclosureSEC source: 0001209191-23-028410 · doc4.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Richard and Amy McWhorter Management Trust Disclosed balance after: 68,686 Read SEC document |
| May 05, 2023 Filed May 8, 2023 14:20 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 1,009 | $13.84 | $13,965.47 |
DisclosureSEC source: 0001209191-23-027899 · doc4.xml · nonDerivative · entry 2 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Richard and Amy McWhorter Management Trust Disclosed balance after: 66,647 Read SEC document |
| May 04, 2023 Filed May 8, 2023 14:20 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 4,295 | $12.64 | $54,299.97 |
DisclosureSEC source: 0001209191-23-027899 · doc4.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Richard and Amy McWhorter Management Trust Disclosed balance after: 65,638 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 15:40 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019228 · doc4.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,457 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 |
| September 30, 2022 Filed Oct 4, 2022 17:43 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseSeries A Convertible Non-Cumulative Preferred Stock · Derivative | 1,000 | $1,000.00 Strike: $22.50 | $1,000,000.00 |
DisclosureSEC source: 0000899243-22-032764 · doc4.xml · derivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 44,445 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 3, 2022 20:22 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-004736 · doc4.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,297 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 |
| November 12, 2021 Filed Nov 16, 2021 17:00 UTC | Third Coast Bancshares, Inc. TCBX · Entity 5191 | PurchaseCommon Stock | 15,000 | $25.00 | $375,000.00 |
DisclosureSEC source: 0000899243-21-044854 · doc4.xml · nonDerivative · entry 1 MCWHORTER RICHARD J · CIK 0001183220 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,297 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.