Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEXAS CAPITAL BANCSHARES INC/TXTCBI · Entity 4035 | Chief Risk Officer | June 13, 2024 | June 14, 2024 |
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.
TEXAS CAPITAL BANCSHARES INC/TX
Report date June 13, 2024 · Filed June 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,366 |
Ending reported balance
After 2024-06-13 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-06-13 · Exercise / conversion · Acquired 31 · Balance 16,397 Row 2 · 2024-06-13 · Exercise / conversion · Acquired 65 · Balance 16,462 Row 3 · 2024-06-13 · Exercise / conversion · Acquired 109 · Balance 16,571 Row 4 · 2024-06-13 · Tax withholding · Disposed 205 · Balance 16,366 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,261 |
Reported balance
After 2024-06-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-06-13 · Exercise / conversion · Disposed 31 · Balance 1,261 F1: The RSUs will vest in equal annual installments beginning February 8, 2023, 2024 and 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,673 |
Reported balance
After 2024-06-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-06-13 · Exercise / conversion · Disposed 65 · Balance 2,673 F2: The RSUs will vest in equal annual installments beginning February 9, 2024, 2025 and 2026. |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,509 |
Reported balance
After 2024-06-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-06-13 · Exercise / conversion · Disposed 109 · Balance 4,509 F3: The RSUs will vest in equal annual installments beginning February 16, 2025, 2026 and 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs will vest in equal annual installments beginning February 8, 2023, 2024 and 2025.
F2: The RSUs will vest in equal annual installments beginning February 9, 2024, 2025 and 2026.
F3: The RSUs will vest in equal annual installments beginning February 16, 2025, 2026 and 2027.
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 |
|---|---|---|---|---|---|---|
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversion2024 Restricted Stock Units · Derivative | 109 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · derivative · entry 7 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,509 Underlying: Common Stock · 109 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. F3 · derivative.exercise_date: The RSUs will vest in equal annual installments beginning February 16, 2025, 2026 and 2027. F3 · derivative.expiration_date: The RSUs will vest in equal annual installments beginning February 16, 2025, 2026 and 2027. Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionRestricted Stock Units · Derivative | 65 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · derivative · entry 6 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,673 Underlying: Common Stock · 65 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. F2 · derivative.exercise_date: The RSUs will vest in equal annual installments beginning February 9, 2024, 2025 and 2026. F2 · derivative.expiration_date: The RSUs will vest in equal annual installments beginning February 9, 2024, 2025 and 2026. Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionRestricted Stock Units · Derivative | 31 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · derivative · entry 5 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 31 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_date: The RSUs will vest in equal annual installments beginning February 8, 2023, 2024 and 2025. F1 · derivative.expiration_date: The RSUs will vest in equal annual installments beginning February 8, 2023, 2024 and 2025. Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 205 | $55.92 | $11,463.60 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · nonDerivative · entry 4 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,366 Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · nonDerivative · entry 3 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,571 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 |
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · nonDerivative · entry 2 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,462 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 |
| June 13, 2024 Filed Jun 14, 2024 17:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000140 · wk-form4_1718399077.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,397 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 |
| February 26, 2024 Filed Feb 28, 2024 17:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversion2021 Performance Stock Units · Derivative | 3,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · derivative · entry 6 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,043 shares Expires 2024-03-15 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. F2 · derivative.underlying_shares: These performance-based RSUs were granted on June 16, 2021 and vested on February 26, 2024 based on applicable performance goals. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 17:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionRestricted Stock Units · Derivative | 3,544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · derivative · entry 5 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,544 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.expiration_date: N/A Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 17:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 744 | $58.06 | $43,196.64 |
DisclosureSEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 4 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,366 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 17:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 3,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 3 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,110 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 |
| February 26, 2024 Filed Feb 28, 2024 17:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 863 | $58.06 | $50,105.78 |
DisclosureSEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 2 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,067 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 17:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000068 · wk-form4_1709158504.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,930 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 |
| February 16, 2024 Filed Feb 21, 2024 16:43 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Grant2024 Restricted Stock Units · Derivative | 9,236 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000056 · wk-form4_1708551771.xml · derivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,236 Underlying: Common Stock · 9,236 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025. F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025. Read SEC document |
| February 16, 2024 Filed Feb 22, 2024 16:06 UTC Amendment | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Grant2024 Restricted Stock Units · Derivative | 4,618 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000063 · wk-form4a_1708635972.xml · derivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,618 Underlying: Common Stock · 4,618 shares Expires not disclosed F1 · shares: The number of shares granted was overstated in the original filing. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 16, 2025. F1 · derivative.underlying_shares: The number of shares granted was overstated in the original filing. F2 · derivative.underlying_shares: The restricted stock units vest in three equal annual installments beginning February 16, 2025. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 17:39 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionRestricted Stock Units · Derivative | 1,368 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · derivative · entry 6 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,738 Underlying: Common Stock · 1,368 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 · price: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 17:39 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 371 | $59.27 | $21,989.17 |
DisclosureSEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · nonDerivative · entry 4 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,386 Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 17:39 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · nonDerivative · entry 3 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,757 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 |
| February 08, 2024 Filed Feb 12, 2024 17:39 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionRestricted Stock Units · Derivative | 1,292 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · derivative · entry 5 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,292 Underlying: Common Stock · 1,292 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 · price: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 17:39 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 384 | $59.37 | $22,798.08 |
DisclosureSEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · nonDerivative · entry 2 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,389 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 17:39 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 1,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-24-000036 · wk-form4_1707777586.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,773 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 |
| February 09, 2023 Filed Feb 10, 2023 16:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 4,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-23-000028 · wf-form4_167606305417444.xml · nonDerivative · entry 2 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,715 F1 · shares: The restricted stock units vest in three equal annual installments beginning February 9, 2024. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:04 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 384 | $68.39 | $26,261.76 |
DisclosureSEC source: 0001077428-23-000028 · wf-form4_167606305417444.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,609 Read SEC document |
| October 24, 2022 Filed Oct 25, 2022 16:09 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | PurchaseCommon Stock | 4,400 | $57.21 | $251,724.00 |
DisclosureSEC source: 0001077428-22-000139 · wf-form4_166672856091591.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,993 F1 · price: The stated price represents the average based on prices ranging from $57.00 to $57.28. Upon request from the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 11:07 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-22-000018 · wf-form4_164450920727644.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,593 Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 08:53 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | PurchaseCommon Stock | 4,173 | $59.83 | $249,670.59 |
DisclosureSEC source: 0001077428-21-000107 · wf-form4_163067359815168.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,717 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 11:02 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-21-000031 · wf-form4_161470091932171.xml · nonDerivative · entry 1 Storms Timothy J · CIK 0001848183 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,544 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.