Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Origin Bancorp, Inc.OBK · Entity 4646 | Director | May 20, 2024 | May 21, 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.
Origin Bancorp, Inc.
Report date May 20, 2024 · Filed May 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,881 |
Reported balance
After 2024-05-20 transaction · row 1
1 source rowRow 1 · 2024-05-20 · Grant · Acquired 1,514 · Balance 55,881 F1: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 23, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 23, 2025.
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 |
|---|---|---|---|---|---|---|
| May 20, 2024 Filed May 21, 2024 21:41 UTC | Origin Bancorp, Inc. OBK · Entity 4646 | GrantCommon Stock | 1,514 | $33.03 | $50,007.42 |
DisclosureSEC source: 0001516912-24-000062 · wk-form4_1716327655.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,881 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 23, 2025. Read SEC document |
| May 19, 2023 Filed May 22, 2023 19:36 UTC | Origin Bancorp, Inc. OBK · Entity 4646 | GrantCommon Stock | 1,399 | $28.61 | $40,025.39 |
DisclosureSEC source: 0001516912-23-000119 · wf-form4_168478420489189.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,367 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2024. Read SEC document |
| May 02, 2023 Filed May 2, 2023 21:26 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | PurchaseCommon Stock | 2,500 | $26.72 | $66,800.00 |
DisclosureSEC source: 0001516912-23-000065 · wf-form4_168306280452874.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,968 Read SEC document |
| May 20, 2022 Filed May 23, 2022 19:57 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 1,070 | $37.39 | $40,007.30 |
DisclosureSEC source: 0001516912-22-000105 · wf-form4_165333581968707.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,468 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for services as a director. The shares will vest on April 3, 2023. Read SEC document |
| May 20, 2021 Filed May 21, 2021 16:00 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 826 | $43.60 | $36,013.60 |
DisclosureSEC source: 0001516912-21-000074 · wf-form4_162161282153585.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,398 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on April 1, 2022. Read SEC document |
| May 20, 2020 Filed May 20, 2020 21:47 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 1,850 | $19.46 | $36,001.00 |
DisclosureSEC source: 0001516912-20-000066 · wf-form4_159001125027680.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,572 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on May 20, 2021. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 14:55 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | PurchaseCommon Stock | 2,000 | $26.40 | $52,800.00 |
DisclosureSEC source: 0001516912-20-000026 · wf-form4_158393853082823.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,722 Read SEC document |
| May 20, 2019 Filed May 21, 2019 21:21 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-19-000044 · wf-form4_155847366547754.xml · nonDerivative · entry 4 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,722 F4 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on May 20, 2020. Read SEC document |
| December 14, 2018 Filed May 21, 2019 21:21 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | OtherCommon Stock | 10,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-19-000044 · wf-form4_155847366547754.xml · nonDerivative · entry 3 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,625 F3 · kind: On December 14, 2018, 30,140 shares of Company common stock held by Car Town of Monroe, Inc. were transferred to its three equity partners, of which 10,046 were transferred to Mr. Taylor in a transaction exempt under Rule 16a-13. Read SEC document |
| December 06, 2018 Filed May 21, 2019 21:21 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | OtherCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-19-000044 · wf-form4_155847366547754.xml · nonDerivative · entry 2 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY CAR TOWN OF MONROE, INC. WHICH REPORTING PERSON SHARES BENEFICIAL OWNERSHIP OF Disclosed balance after: 30,140 F2 · kind: On December 6, 2018, shares of Company common stock held by Freedom Motors, Inc. were transferred to Car Town of Monroe, Inc., in a transaction exempt under Rule 16a-13. Read SEC document |
| December 06, 2018 Filed May 21, 2019 21:21 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | OtherCommon Stock | 20,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-19-000044 · wf-form4_155847366547754.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY CAR TOWN OF MONROE, INC. WHICH REPORTING PERSON SHARES BENEFICIAL OWNERSHIP OF Disclosed balance after: 20,140 F1 · kind: On December 6, 2018, shares of Company common stock held by CTR Warranty, LLC were transferred to Car Town of Monroe, Inc., in a transaction exempt under Rule 16a-13. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:23 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-18-000110 · wf-form4_154223057209673.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,579 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on November 13, 2019. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 13:06 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001516912-18-000059 · wf-form4_153494315685531.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,414 F1 · kind: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on December 20, 2018. Read SEC document |
| May 10, 2018 Filed May 10, 2018 21:10 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | PurchaseCommon Stock | 800 | $34.00 | $27,200.00 |
DisclosureSEC source: 0001628280-18-006603 · wf-form4_152598655237765.xml · nonDerivative · entry 2 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,682 F2 · shares: Represents shares of common stock of Issuer purchased through a directed share program in connection with the initial public offering of the Issuer's common stock, which closed on May 10, 2018. The shares were purchased at the initial public offering price of $34.00 per share. The shares are subject to a lock-up provision for a period of 180 days beginning on May 8, 2018, as required under a lock-up agreement with the underwriters of the initial public offering. F2 · price: Represents shares of common stock of Issuer purchased through a directed share program in connection with the initial public offering of the Issuer's common stock, which closed on May 10, 2018. The shares were purchased at the initial public offering price of $34.00 per share. The shares are subject to a lock-up provision for a period of 180 days beginning on May 8, 2018, as required under a lock-up agreement with the underwriters of the initial public offering. Read SEC document |
| December 20, 2017 Filed May 10, 2018 21:10 UTC | Origin Bancorp, Inc. OBNK · Entity 4646 | GrantCommon Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-006603 · wf-form4_152598655237765.xml · nonDerivative · entry 1 Taylor Steven Lewis · CIK 0001738146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,882 F1 · shares: Represents shares of restricted stock granted to reporting person by the issuer as compensation for service as a director. The shares will vest on December 20, 2018. 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.