Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amerant Bancorp Inc.AMTB · Entity 4887 | See remarks | November 18, 2025 | November 20, 2025 |
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.
Amerant Bancorp Inc.
Report date November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,872.424 |
Reported balance
After 2025-11-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-18 · Exercise / conversion · Acquired 2,000 · Balance 2,872.424 F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F2: Includes 872.424 shares acquired under the Amerant Bancorp Inc. Employee Stock Purchase Plan on May 30, 2025. |
| Class A Common StockSEC Table I · non-derivative | Direct | 2,085.424 |
Reported balance
After 2025-11-18 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-11-18 · Tax withholding · Disposed 787 · Balance 2,085.424 F3: Reflects the shares of Class A Common Stock that were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,000 |
Reported balance
After 2025-11-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-18 · Exercise / conversion · Disposed 2,000 · Balance 8,000 F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F4: On November 18, 2024, Mr. Smith was awarded 10,000 RSUs. Each RSU represents the right to receive, following vesting, one share of Class A common stock. Twenty percent (20%) of the restricted stock units will vest on each of the first two anniversaries of the date of grant and the remaining sixty percent (60%) will vest on the third anniversary of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock.
F2: Includes 872.424 shares acquired under the Amerant Bancorp Inc. Employee Stock Purchase Plan on May 30, 2025.
F3: Reflects the shares of Class A Common Stock that were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of RSUs.
F4: On November 18, 2024, Mr. Smith was awarded 10,000 RSUs. Each RSU represents the right to receive, following vesting, one share of Class A common stock. Twenty percent (20%) of the restricted stock units will vest on each of the first two anniversaries of the date of grant and the remaining sixty percent (60%) will vest on the third anniversary of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such 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 |
|---|---|---|---|---|---|---|
| November 18, 2025 Filed Nov 20, 2025 16:50 UTC | Amerant Bancorp Inc. AMTB · Entity 4887 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002045314-25-000005 · wk-form4_1763675412.xml · derivative · entry 3 Smith Braden · CIK 0002045314 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 Underlying: Class A Common Stock · 2,000 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F4 · derivative.exercise_date: On November 18, 2024, Mr. Smith was awarded 10,000 RSUs. Each RSU represents the right to receive, following vesting, one share of Class A common stock. Twenty percent (20%) of the restricted stock units will vest on each of the first two anniversaries of the date of grant and the remaining sixty percent (60%) will vest on the third anniversary of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. F4 · derivative.expiration_date: On November 18, 2024, Mr. Smith was awarded 10,000 RSUs. Each RSU represents the right to receive, following vesting, one share of Class A common stock. Twenty percent (20%) of the restricted stock units will vest on each of the first two anniversaries of the date of grant and the remaining sixty percent (60%) will vest on the third anniversary of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 16:50 UTC | Amerant Bancorp Inc. AMTB · Entity 4887 | Tax withholdingClass A Common Stock | 787 | $17.10 | $13,457.70 |
DisclosureSEC source: 0002045314-25-000005 · wk-form4_1763675412.xml · nonDerivative · entry 2 Smith Braden · CIK 0002045314 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,085.424 F3 · shares: Reflects the shares of Class A Common Stock that were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of RSUs. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 16:50 UTC | Amerant Bancorp Inc. AMTB · Entity 4887 | Exercise / conversionClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002045314-25-000005 · wk-form4_1763675412.xml · nonDerivative · entry 1 Smith Braden · CIK 0002045314 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,872.424 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. F1 · price: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F2 · balance_after: Includes 872.424 shares acquired under the Amerant Bancorp Inc. Employee Stock Purchase Plan on May 30, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:53 UTC | Amerant Bancorp Inc. AMTB · Entity 4887 | GrantPerformance Based Restricted Stock Units LTI 2025 · Derivative | 8,887 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002045314-25-000002 · wk-form4_1740088417.xml · derivative · entry 2 Smith Braden · CIK 0002045314 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,887 Underlying: Class A Common Stock · 8,887 shares Expires not disclosed F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") is the economic equivalent of one share of Class A Common Stock F4 · derivative.exercise_date: PSUs awarded to Mr. Smith, each representing the right to receive, following vesting, one share of Class A Common Stock. The actual number of PSUs earned shall be based on the achievement of the Relative Adjusted Return on Average Total Common Equity at a Threshold, Target or Maximum level set by the Compensation and Human Capital Committee (the "Committee") futher modified by the achievement of specified Threshold, Target or Maximum levels set by the Committee of Relative Total Shareholder Return for a 3-year period beginning January 1, 2025 and ending on December 31, 2027, and in general can range from 40% to 180% of the PSUs. The number reported reflects the target number of PSUs Mr. Smith may earn. F4 · derivative.expiration_date: PSUs awarded to Mr. Smith, each representing the right to receive, following vesting, one share of Class A Common Stock. The actual number of PSUs earned shall be based on the achievement of the Relative Adjusted Return on Average Total Common Equity at a Threshold, Target or Maximum level set by the Compensation and Human Capital Committee (the "Committee") futher modified by the achievement of specified Threshold, Target or Maximum levels set by the Committee of Relative Total Shareholder Return for a 3-year period beginning January 1, 2025 and ending on December 31, 2027, and in general can range from 40% to 180% of the PSUs. The number reported reflects the target number of PSUs Mr. Smith may earn. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 16:53 UTC | Amerant Bancorp Inc. AMTB · Entity 4887 | GrantRestricted Stock Units LTI 2025 · Derivative | 8,887 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002045314-25-000002 · wk-form4_1740088417.xml · derivative · entry 1 Smith Braden · CIK 0002045314 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,887 Underlying: Class A Common Stock · 8,887 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F2 · derivative.exercise_date: On February 18, 2025, Mr. Smith was awarded 8,887 RSUs, each representing the right to receive, following vesting, one share of Class A Common Stock. The award vests in substantially equal installments on each of the first three anniversaries of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. F2 · derivative.expiration_date: On February 18, 2025, Mr. Smith was awarded 8,887 RSUs, each representing the right to receive, following vesting, one share of Class A Common Stock. The award vests in substantially equal installments on each of the first three anniversaries of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 17:45 UTC | Amerant Bancorp Inc. AMTB · Entity 4887 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002045314-24-000006 · wk-form4_1732142752.xml · derivative · entry 1 Smith Braden · CIK 0002045314 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_date: On November 18, 2024, Mr. Smith was awarded 10,000 restricted stock units. Each restricted stock unit represents the right to receive, following vesting, one share of Class A Common Stock. Twenty percent (20%) of the restricted stock units will vest on each of the first two anniversaries of the date of grant and the remaining sixty percent (60%) will vest on the third anniversary of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. F1 · derivative.expiration_date: On November 18, 2024, Mr. Smith was awarded 10,000 restricted stock units. Each restricted stock unit represents the right to receive, following vesting, one share of Class A Common Stock. Twenty percent (20%) of the restricted stock units will vest on each of the first two anniversaries of the date of grant and the remaining sixty percent (60%) will vest on the third anniversary of the date of grant, provided that Mr. Smith remains in the continuous service of the Company or a subsidiary through each such date. 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.