Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REPUBLIC FIRST BANCORP INCFRBK · Entity 95442 | Director | January 02, 2024 | January 04, 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.
REPUBLIC FIRST BANCORP INC
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2034-01-02 | Direct | 85,100 |
Reported balance
After 2024-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-02 · Grant · Acquired Not disclosed · Balance 85,100 F1: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer. F3: Restricted stock units vest 100% on January 2, 2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2033-02-21 | Direct | 8,500 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 8,500 F1: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer. F2: Restricted stock units vest 100% on February 21, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer.
F2: Restricted stock units vest 100% on February 21, 2024.
F3: Restricted stock units vest 100% on January 2, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TEXAS CAPITAL BANCSHARES INC/TX
Report date December 31, 2017 · Filed February 14, 2018
Section 16 reporting ended · disclosed 2018-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,671 |
Ending reported balance
After 2017-10-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-07-25 · Gift · Disposed 1,000 · Balance 33,171 Row 2 · 2017-10-23 · Gift · Disposed 1,500 · Balance 31,671 |
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 |
|---|---|---|---|---|---|---|
| January 02, 2024 Filed Jan 4, 2024 16:27 UTC | REPUBLIC FIRST BANCORP INC FRBK · Entity 95442 | GrantRestricted Stock Unit · Derivative | Not disclosed | $0.00 | $85,100.00 |
DisclosureSEC source: 0001437749-24-000602 · rdgdoc.xml · derivative · entry 3 BARTHOLOW PETER B · CIK 0001267649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,100 Underlying: Common Stock · 85,100 shares Expires 2034-01-02 F1 · derivative.exercise_price: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer. F3 · derivative.exercise_date: Restricted stock units vest 100% on January 2, 2025. Read SEC document |
| February 21, 2023 Filed May 22, 2023 10:44 UTC | REPUBLIC FIRST BANCORP INC FRBK · Entity 95442 | GrantRestricted Stock Unit · Derivative | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-015378 · rdgdoc.xml · derivative · entry 2 BARTHOLOW PETER B · CIK 0001267649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2033-02-21 F1 · derivative.exercise_price: Restricted stock units convert into common stock or cash upon vesting at the election of the Issuer. F2 · derivative.exercise_date: Restricted stock units vest 100% on February 21, 2024. Read SEC document |
| October 23, 2017 Filed Feb 14, 2018 20:05 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000019 · wf-form5_151863868480455.xml · nonDerivative · entry 2 BARTHOLOW PETER B · CIK 0001267649 · Director · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,671 Read SEC document |
| October 20, 2017 Filed Oct 23, 2017 19:56 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | SaleCommon Stock | 3,500 | $87.52 | $306,320.00 |
DisclosureSEC source: 0001077428-17-000092 · wf-form4_150878858765621.xml · nonDerivative · entry 1 BARTHOLOW PETER B · CIK 0001267649 · Director · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,171 Read SEC document |
| July 25, 2017 Filed Feb 14, 2018 20:05 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000019 · wf-form5_151863868480455.xml · nonDerivative · entry 1 BARTHOLOW PETER B · CIK 0001267649 · Director · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,171 Read SEC document |
| June 02, 2017 Filed Jun 2, 2017 16:32 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | SaleCommon Stock | 4,000 | $74.52 | $298,080.00 |
DisclosureSEC source: 0001077428-17-000057 · wf-form4_149642111709143.xml · nonDerivative · entry 1 BARTHOLOW PETER B · CIK 0001267649 · Director · CFO and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,671 F1 · price: The stated price represents the average based on prices ranging from $74.50 to $74.71. 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 |
| March 22, 2017 Filed Mar 23, 2017 15:05 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-17-000020 · wf-form4_149028151582113.xml · nonDerivative · entry 1 BARTHOLOW PETER B · CIK 0001267649 · Director · CFO and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,671 Read SEC document |
| December 06, 2016 Filed Feb 14, 2017 16:21 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GiftCommon stock, par value $0.01 per share | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-003934 · doc5.xml · nonDerivative · entry 1 BARTHOLOW PETER B · CIK 0001267649 · Director · CFO and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,740 Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 19:15 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 5,656 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030418 · doc4.xml · nonDerivative · entry 1 BARTHOLOW PETER B · CIK 0001267649 · CFO and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,240 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.