Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Triumph Financial, Inc.TFIN · Entity 4635 | Director | July 01, 2025 | July 02, 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.
Triumph Financial, Inc.
Report date July 01, 2025 · Filed July 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,178 |
Reported balance
After 2025-07-01 transaction · row 1
1 source rowRow 1 · 2025-07-01 · Grant · Acquired 613 · Balance 22,178 F1: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectChadash Holdings LLC | 12,750 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,750 F2: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant.
F2: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest.
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 |
|---|---|---|---|---|---|---|
| July 01, 2025 Filed Jul 2, 2025 20:12 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033974 · wk-form4_1751487130.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,178 F1 · shares: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:01 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 1,000 | $53.65 | $53,650.00 |
DisclosureSEC source: 0001628280-25-021042 · wk-form4_1746043275.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,565 F1 · price: The reported price in Column 4 represents the weighted average price per share of the reported transaction. Reporting person shall provide upon request, by the Commission Staff, the Issuer or a Security Holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 11,915 shares of common stock of Issuer beneficially owned by reporting person, and (ii) 9,650 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:05 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004022 · wk-form4_1738789534.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,565 F1 · shares: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 11,915 shares of Common Stock of Issuer beneficially owned by reporting person, and (ii) 8,650 shares of Common Stock of Issuer beneficially owned jointly with reporting person's spouse. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:05 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GiftCommon Stock | 5,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-048970 · wk-form4_1732309509.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,072 F1 · shares: Represents a gift by the reporting person to a 501(c)(3) charitable organization F2 · balance_after: Consists of (i) 11,422 shares of common stock of Issuer beneficially owned by reporting person, and (ii) 8,650 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:57 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031155 · wk-form4_1720040236.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,710 F1 · shares: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 11,422 shares of common stock of Issuer beneficially owned by reporting person, and (ii) 14,288 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:02 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003046 · wk-form4_1706907733.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,242 F1 · shares: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 10,954 shares of common stock of Issuer beneficially owned by reporting person, and (ii) 14,288 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:19 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024459 · wf-form4_168867473662081.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,704 F1 · shares: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 9,471 shares of common stock of Issuer beneficially owned by reporting person, and (ii) 15,233 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse. Read SEC document |
| May 12, 2023 Filed May 12, 2023 20:10 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 100 | $48.92 | $4,892.00 |
DisclosureSEC source: 0001628280-23-017882 · wf-form4_168392220630315.xml · nonDerivative · entry 3 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Chadash Holdings LLC Disclosed balance after: 12,750 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest. Read SEC document |
| May 12, 2023 Filed May 12, 2023 20:10 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 2,655 | $48.09 | $127,678.95 |
DisclosureSEC source: 0001628280-23-017882 · wf-form4_168392220630315.xml · nonDerivative · entry 2 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Chadash Holdings LLC Disclosed balance after: 12,650 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest. Read SEC document |
| May 11, 2023 Filed May 11, 2023 20:30 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 3,990 | $48.09 | $191,879.10 |
DisclosureSEC source: 0001628280-23-017590 · wf-form4_168383704245651.xml · nonDerivative · entry 4 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Chadash Holdings LLC Disclosed balance after: 9,995 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to theextent of his pecuniary interest. Read SEC document |
| May 10, 2023 Filed May 11, 2023 20:30 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 100 | $48.80 | $4,880.00 |
DisclosureSEC source: 0001628280-23-017590 · wf-form4_168383704245651.xml · nonDerivative · entry 3 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Chadash Holdings LLC Disclosed balance after: 6,005 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to theextent of his pecuniary interest. Read SEC document |
| May 10, 2023 Filed May 11, 2023 20:30 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 3,636 | $47.90 | $174,164.40 |
DisclosureSEC source: 0001628280-23-017590 · wf-form4_168383704245651.xml · nonDerivative · entry 2 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Chadash Holdings LLC Disclosed balance after: 5,905 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to theextent of his pecuniary interest. Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:30 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 2,269 | $47.64 | $108,095.16 |
DisclosureSEC source: 0001628280-23-017590 · wf-form4_168383704245651.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Chadash Holdings LLC Disclosed balance after: 2,269 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: Reporting person exercises voting and dispositive control over these shares and disclaims beneficial ownership of such shares, except to theextent of his pecuniary interest. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:05 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006764 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,133 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 13,766 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 10,367 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. Read SEC document |
| January 31, 2023 Filed Jan 31, 2023 22:45 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 1,500 | $54.81 | $82,215.00 |
DisclosureSEC source: 0001209191-23-005780 · doc4.xml · nonDerivative · entry 2 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,533 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 13,166 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 10,367 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 22:45 UTC | Triumph Financial, Inc. TFIN · Entity 4635 | PurchaseCommon Stock | 2,421 | $54.78 | $132,622.38 |
DisclosureSEC source: 0001209191-23-005780 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,033 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:05 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-041054 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,612 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 9,245 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 10,367 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:30 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 4,500 | $63.80 | $287,100.00 |
DisclosureSEC source: 0001209191-22-036954 · doc4.xml · nonDerivative · entry 2 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,066 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 8,699 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 10,367 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 20:30 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 3,800 | $64.65 | $245,670.00 |
DisclosureSEC source: 0001209191-22-036954 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,566 F1 · price: The reported price in column 4 represents the weighted average price per share. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:08 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 1,400 | $69.63 | $97,482.00 |
DisclosureSEC source: 0001209191-22-027065 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,766 F1 · balance_after: Consists of (i) 399 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 10,367 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 21:00 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 1,000 | $94.86 | $94,860.00 |
DisclosureSEC source: 0001209191-22-009219 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366 F1 · price: $94.86 represents the weighted average purchase price per share for the 1,000 aggregate amount of shares in the transaction reported on this line. Reporting person shall provide upon request by the Commission staff, the Issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 399 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 8,967 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:00 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 399 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006738 · doc4.xml · nonDerivative · entry 1 Barnes Harrison B. · CIK 0001893802 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,366 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 399 shares of common stock of Issuer beneficially owned by the reporting person, and (ii) 7,967 shares of common stock of Issuer beneficially owned jointly with reporting person's spouse Brittany Barnes. 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.