Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Guaranty Bancshares, Inc.FGBI · Entity 8964 | Director · CEO | February 16, 2024 | February 16, 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.
First Guaranty Bancshares, Inc.
Report date February 16, 2024 · Filed February 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 85,305 |
Reported balance
After 2024-02-16 transaction · row 1
1 source rowRow 1 · 2024-02-16 · Grant · Acquired 9,765 · Balance 85,305 F1: Reflects the grant of stock to the reporting person pursuant to the First Guaranty Bank Equity Bonus Plan. The shares were fully vested upon issuance. |
| COMMON STOCKSEC Table I · non-derivative | IndirectHeld by Cede & Co., Edward Jones, custodian | 27,022 |
Reported balance
Holding disclosure · report date 2024-02-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,022 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the grant of stock to the reporting person pursuant to the First Guaranty Bank Equity Bonus Plan. The shares were fully vested upon issuance.
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 |
|---|---|---|---|---|---|---|
| February 16, 2024 Filed Feb 16, 2024 16:08 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 9,765 | $11.87 | $115,910.55 |
DisclosureSEC source: 0001437749-24-004564 · rdgdoc.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,305 F1 · shares: Reflects the grant of stock to the reporting person pursuant to the First Guaranty Bank Equity Bonus Plan. The shares were fully vested upon issuance. Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 17:12 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001437749-23-035135 · rdgdoc.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,540 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:09 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 561 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-033645 · rdgdoc.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,040 F1 · shares: Reflect the grant of stock to the reporting person pursuant to the First Guaranty Bank Equity Bonus Plan. The shares were fully vested upon issuance. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:55 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantCOMMON STOCK | 14,000 | $14.00 | $196,000.00 |
DisclosureSEC source: 0001437749-23-015904 · rdgdoc.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,871 Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 10:31 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006256 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,819 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 11:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 5,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000153 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,765 Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 15:40 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-020205 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,471 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 14:21 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-014706 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,408 Read SEC document |
| May 21, 2020 Filed May 22, 2020 12:21 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-010967 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,347 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 13:08 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005778 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,265 Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 13:16 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 4,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001789 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,208 F1 · balance_after: Reflects 10% stock dividend paid on December 16, 2019. Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 17:08 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022034 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,411 Read SEC document |
| August 26, 2019 Filed Aug 26, 2019 16:08 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-017563 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,358 Read SEC document |
| June 05, 2019 Filed Jun 5, 2019 16:52 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-012833 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,301 Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 13:43 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006636 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,249 Read SEC document |
| January 09, 2019 Filed Jan 10, 2019 17:06 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 4,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000979 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,190 Read SEC document |
| November 19, 2018 Filed Nov 19, 2018 15:26 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-006628 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,804 Read SEC document |
| August 17, 2018 Filed Aug 17, 2018 17:22 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001401 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,763 Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 16:56 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-028439 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,723 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:41 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-010825 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,686 Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 11:44 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-043055 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,223 Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 16:24 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036040 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,187 Read SEC document |
| July 24, 2017 Filed Jul 31, 2017 12:00 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-029277 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,146 Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 16:51 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-016916 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,095 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 13:35 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009874 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,006 Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 12:35 UTC | First Guaranty Bancshares, Inc. FGBI · Entity 8964 | GrantFirst Guaranty Bancshares, Inc. $1 Par Common Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-090437 · doc1.xml · nonDerivative · entry 1 Lewis Alton B Jr · CIK 0001409256 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,006 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.