person · Reporting owner
Oakes Patrick Timothy
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avidbank Holdings, Inc.AVBH · Entity 5802 | EVP, CFO | October 02, 2026 | October 06, 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.
Avidbank Holdings, Inc.
Report date October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,806 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Disposition to issuer · Disposed 882 · Balance 37,806 F1: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on October 2, 2026. F2: Closing price of issuer's common stock on October 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on October 2, 2026.
F2: Closing price of issuer's common stock on October 2, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Atlantic Capital Bancshares, Inc.
Report date March 01, 2022 · Filed March 03, 2022
Section 16 reporting ended · disclosed 2022-03-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Disposition to issuer · Disposed 31,411 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 (the "Exchange Ratio") shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2025-11-02 | Direct | Not disclosed |
Reported balance
After 2022-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-01 · Disposition to issuer · Disposed 50,000 · Balance Not disclosed F2: Disposed of pursuant to the Merger Agreement; each outstanding option to purchase shares of Atlantic Capital common stock ("Atlantic Capital Option"), whether vested or unvested, was converted into an option to purchase shares of SouthState common stock ("SouthState Option"), with the number of shares underlying such SouthState Option and the applicable exercise price adjusted based on the Exchange Ratio. Following the Effective Time, SouthState Options, otherwise remain subject to the same terms and conditions as were applicable to the corresponding Atlantic Capital Options immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 (the "Exchange Ratio") shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00.
F2: Disposed of pursuant to the Merger Agreement; each outstanding option to purchase shares of Atlantic Capital common stock ("Atlantic Capital Option"), whether vested or unvested, was converted into an option to purchase shares of SouthState common stock ("SouthState Option"), with the number of shares underlying such SouthState Option and the applicable exercise price adjusted based on the Exchange Ratio. Following the Effective Time, SouthState Options, otherwise remain subject to the same terms and conditions as were applicable to the corresponding Atlantic Capital Options immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 6, 2026 17:35 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | Disposition to issuerCommon Stock | 882 | $31.26 | $27,571.32 |
DisclosureSEC source: 0001437749-26-032132 · rdgdoc.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,806 F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on October 2, 2026. F2 · price: Closing price of issuer's common stock on October 2, 2026. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 16:39 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | Disposition to issuerCommon Stock | 374 | $29.55 | $11,049.83 |
DisclosureSEC source: 0001443575-26-000066 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,688 F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on February 24, 2026. F2 · price: Closing price of issuer's common stock on February 24, 2026. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:45 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | Disposition to issuerCommon Stock | 295 | $29.67 | $8,752.65 |
DisclosureSEC source: 0001443575-26-000054 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,062 F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on February 23, 2026. F2 · price: Closing price of issuer's common stock on February 23, 2026. Read SEC document |
| February 14, 2026 Filed Feb 18, 2026 21:58 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | Disposition to issuerCommon Stock | 296 | $30.00 | $8,880.00 |
DisclosureSEC source: 0001443575-26-000035 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,357 F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on February 13, 2026. F2 · price: Closing price of issuer's common stock on February 13, 2026. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 20:28 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | GrantCommon Stock | 2,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001443575-26-000019 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,653 F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule. F2 · price: N/A Read SEC document |
| October 24, 2025 Filed Oct 28, 2025 23:50 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | GrantCommon Stock | 2,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001443575-25-000047 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,933 F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule. F2 · price: N/A Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:04 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001443575-25-000031 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,778 F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule. F2 · price: "N/A" Read SEC document |
| September 20, 2025 Filed Sep 22, 2025 20:49 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | Disposition to issuerCommon Stock | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001443575-25-000013 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,778 Read SEC document |
| September 20, 2025 Filed Sep 23, 2025 20:34 UTC Amendment | Avidbank Holdings, Inc. AVBH · Entity 5802 | Tax withholdingCommon Stock | 828 | $26.23 | $21,718.44 |
DisclosureSEC source: 0001443575-25-000025 · primary_01.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,778 F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025. F2 · price: Closing price of issuer's common stock on September 19, 2025. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:20 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | PurchaseCommon Stock | 2,000 | $23.00 | $46,000.00 |
DisclosureSEC source: 0001213900-25-074409 · marketforms-70163.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,606 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 15:13 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $15.00 | Not disclosed |
DisclosureSEC source: 0001415889-22-002272 · form4-03032022_120310.xml · derivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 50,000 shares Expires 2025-11-02 F2 · price: Disposed of pursuant to the Merger Agreement; each outstanding option to purchase shares of Atlantic Capital common stock ("Atlantic Capital Option"), whether vested or unvested, was converted into an option to purchase shares of SouthState common stock ("SouthState Option"), with the number of shares underlying such SouthState Option and the applicable exercise price adjusted based on the Exchange Ratio. Following the Effective Time, SouthState Options, otherwise remain subject to the same terms and conditions as were applicable to the corresponding Atlantic Capital Options immediately prior to the Effective Time. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 15:13 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Disposition to issuerCommon Stock | 31,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-002272 · form4-03032022_120310.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 (the "Exchange Ratio") shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 11:43 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 3,538 | $28.07 | $99,311.66 |
DisclosureSEC source: 0001415889-21-006105 · form4-12202021_081245.xml · nonDerivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,411 F2 · shares: Represents the number of shares of common stock withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of an aggregate of 7,846 shares of common stock on December 16, 2021, pursuant to performance-based restricted stock awards granted January 30, 2019. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 11:43 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 7,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-006105 · form4-12202021_081245.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,949 F1 · shares: Represents the number of shares of common stock that vested on December 16, 2021, pursuant to performance-based restricted stock awards granted January 30, 2019. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 17:28 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 2,500 | $17.31 | $43,275.00 |
DisclosureSEC source: 0001415889-21-000376 · form4-01222021_020106.xml · nonDerivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,103 F2 · shares: Represents the number of shares of common stock withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of an aggregate of 7,063 shares of common stock on January 20,2021, pursuant to performance-based restricted stock awards granted April 25, 2018. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 17:28 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 7,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000376 · form4-01222021_020106.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,603 F1 · shares: Represents the number of shares of common stock that vested on January 20, 2021, pursuant to performance-based restricted stock awards granted April 25, 2018. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 13:30 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 2,107 | $13.97 | $29,434.79 |
DisclosureSEC source: 0001415889-20-002530 · form4-11032020_101137.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,540 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of an aggregrate of 7,000 shares of restricted stock on November 02, 2020. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 18:49 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 3,757 | $17.57 | $66,010.49 |
DisclosureSEC source: 0001415889-20-000207 · form4-01312020_030129.xml · nonDerivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,647 Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 18:49 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 7,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000207 · form4-01312020_030129.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, SEC. & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,404 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 14:23 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 4,990 | $18.34 | $91,516.60 |
DisclosureSEC source: 0001461755-19-000015 · wf-form4_154904901270007.xml · nonDerivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,769 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 14:23 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 10,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001461755-19-000015 · wf-form4_154904901270007.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,759 Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 17:20 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 2,932 | $17.70 | $51,896.40 |
DisclosureSEC source: 0001461755-18-000012 · wf-form4_151665963377307.xml · nonDerivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,265 Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 17:20 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 6,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001461755-18-000012 · wf-form4_151665963377307.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,197 Read SEC document |
| January 19, 2017 Filed Feb 3, 2017 16:50 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 1,440 | $19.55 | $28,152.00 |
DisclosureSEC source: 0001461755-17-000019 · wf-form4_148615859271610.xml · nonDerivative · entry 2 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 Read SEC document |
| January 19, 2017 Filed Feb 3, 2017 16:50 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 4,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001461755-17-000019 · wf-form4_148615859271610.xml · nonDerivative · entry 1 Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,040 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.