Stellar Bancorp, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Williams John E Jr | — | Purchase | 45,000 | $21.96 | $988,200 | 1,277,860 | May 3, 2023 |
| Wilson William E Jr | — | Purchase | 20,000 | $21.99 | $439,800 | 90,468 | May 3, 2023 |
| Penland Joe Sr | — | Purchase | 29,512 | $21.57 | $636,574 | 561,376 | May 2, 2023 |
| West Joe F | Senior Executive VP, CCO | Award / Grant | 7,491 | — | — | 87,369 | Mar 15, 2023 |
| Vitulli, III Ramon A. | President | Award / Grant | 7,079 | — | — | 81,973 | Mar 15, 2023 |
| Long Justin M | SEVP, GC & Secretary | Award / Grant | 4,441 | — | — | 40,683 | Mar 15, 2023 |
| Egge Paul P | Senior Executive VP, CFO | Award / Grant | 10,595 | — | — | 58,978 | Mar 15, 2023 |
| Akin Okan I. | Senior Executive VP, CRO | Award / Grant | 3,282 | — | — | 55,448 | Mar 15, 2023 |
| Wilson William E Jr | — | Award / Grant | 1,248 | — | — | 70,468 | Mar 15, 2023 |
| Williams John E Jr | — | Award / Grant | 1,248 | — | — | 1,232,860 | Mar 15, 2023 |
| Swinbank Joe B | — | Award / Grant | 1,248 | — | — | 200,981 | Mar 15, 2023 |
| Robertson Fred S. | — | Award / Grant | 1,248 | — | — | 24,104 | Mar 15, 2023 |
| Retzloff Steven F. | Executive Chairman | Award / Grant | 19,479 | — | — | 121,350 | Mar 15, 2023 |
| Reaud Reagan A | — | Award / Grant | 1,248 | — | — | 5,307 | Mar 15, 2023 |
| Penland Joe Sr | — | Award / Grant | 1,248 | — | — | 485,864 | Mar 15, 2023 |
| Nichols, III William S. | — | Award / Grant | 1,248 | — | — | 8,257 | Mar 15, 2023 |
| MARTINEZ GEORGE | — | Award / Grant | 1,598 | — | — | 8,569 | Mar 15, 2023 |
| Jeter Frances H. | — | Award / Grant | 1,248 | — | — | 23,860 | Mar 15, 2023 |
| Havard Michael A | — | Award / Grant | 1,248 | — | — | 59,657 | Mar 15, 2023 |
| Franklin Robert R Jr | Chief Executive Officer | Award / Grant | 12,843 | — | — | 337,634 | Mar 15, 2023 |
| Duplantier Jon-Al | — | Award / Grant | 1,248 | — | — | 3,052 | Mar 15, 2023 |
| Beckworth John | — | Award / Grant | 1,248 | — | — | 98,765 | Mar 15, 2023 |
| Swinbank Joe B | — | Purchase | 37,841 | $26.41 | $999,381 | 199,733 | Mar 13, 2023 |
| Penland Joe Sr | — | Purchase | 700 | $25.92 | $18,144 | 216,370 | Mar 13, 2023 |
| Williams John E Jr | — | Purchase | 500 | $28.90 | $14,450 | 500 | Feb 3, 2023 |
| MARTINEZ GEORGE | — | Sale | 300 | $29.61 | $8,883 | 184,647 | Dec 8, 2022 |
| MARTINEZ GEORGE | — | Sale | 11,408 | $30.53 | $348,286 | 197,455 | Dec 6, 2022 |
| MARTINEZ GEORGE | — | Sale | 3,519 | $31.80 | $111,904 | 337,900 | Dec 5, 2022 |
| West Joe F | Sr. EVP, Chief Credit Officer | Award / Grant | 12,711 | — | — | 76,133 | Oct 21, 2022 |
| Franklin Robert R Jr | Executive Chairman & CEO | Award / Grant | 13,265 | — | — | 284,997 | Oct 21, 2022 |
| Akin Okan I. | Senior Executive VP, CRO | Award / Grant | 18,015 | — | — | 52,166 | Oct 21, 2022 |
| Kuzdzal Shanna R. | Sr. EVP, GC & Secretary | Award / Grant | 14,926 | — | — | 37,777 | Oct 21, 2022 |
| Egge Paul P | Senior EVP, CFO | Award / Grant | 18,632 | — | — | 43,086 | Oct 21, 2022 |
| Retzloff Steven F. | Executive Chairman | Award / Grant | 11,311 | — | — | 61,445 | Oct 21, 2022 |
| Vitulli, III Ramon A. | President | Award / Grant | 22,211 | — | — | 74,894 | Oct 21, 2022 |
| Sturgeon James L | Sr. EVP of the Bank | Other | 141 | — | — | 72,673 | Oct 1, 2022 |
| Nichols, III William S. | — | Award / Grant | 51,896 | — | — | 51,896 | Oct 1, 2022 |
| Vitulli, III Ramon A. | President | Award / Grant | 56,178 | — | — | 56,178 | Oct 1, 2022 |
| Egge Paul P | Senior EVP, CFO | Tax Withholding | 2,338 | — | — | 24,454 | Oct 1, 2022 |
| Penland Joe Sr | — | Disposition | 402 | — | — | 482,116 | Oct 1, 2022 |
| Akin Okan I. | Senior Executive VP, CRO | Award / Grant | 36,216 | — | — | 36,216 | Oct 1, 2022 |
| Morgan Glen W | — | Disposition | 402 | — | — | 582,906 | Oct 1, 2022 |
| Duplantier Jon-Al | — | Award / Grant | 1,804 | — | — | 1,804 | Oct 1, 2022 |
| MARTINEZ GEORGE | — | Award / Grant | 362,496 | — | — | 362,496 | Oct 1, 2022 |
| Retzloff Steven F. | Executive Chairman | Award / Grant | 25,531 | — | — | 25,531 | Oct 1, 2022 |
| Lott Tommy W | — | Disposition | 402 | — | — | 225,132 | Oct 1, 2022 |
| Beckworth John | — | Award / Grant | 94,560 | — | — | 94,560 | Oct 1, 2022 |
| Reaud Reagan A | — | Disposition | 402 | — | — | 4,059 | Oct 1, 2022 |
| Havard Michael A | — | Disposition | 402 | — | — | 58,409 | Oct 1, 2022 |
| Robertson Fred S. | — | Award / Grant | 68,903 | — | — | 68,903 | Oct 1, 2022 |