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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Jun-24 4:31 PM View:  | Stellar Bancorp, Inc. (STEL) | 10-Jun-24 | Grant | 2,660 | -- | -- | < 1% 1.54M to 1.54M | |
| 02-Jun-23 4:18 PM View: | Stellar Bancorp, Inc. (STEL) | 01-Jun-23 | Grant | 2,566 | -- | -- | < 1% 1.53M to 1.54M | |
| 05-May-23 4:21 PM View: | Stellar Bancorp, Inc. (STEL) | 04-May-23 | Private Purchase | 16,488 | $20.92 | $344,876.00 | 1% 1.51M to 1.53M | |
| 08-May-23 4:33 PM View: | Stellar Bancorp, Inc. (STEL) | 04-May-23 | Private Purchase | 4,000 | $20.60 | $82,400.00 | < 1% 1.53M to 1.53M | |
| 04-May-23 4:12 PM View: | Stellar Bancorp, Inc. (STEL) | 03-May-23 | Purchase | 29,512 | $21.57 | $636,465.00 | 2% 1.48M to 1.51M | |
| 04-May-23 4:12 PM View: | Stellar Bancorp, Inc. (STEL) | 02-May-23 | Private Purchase | 46,000 | $21.79 | $1,002,360.00 | 3% 1.43M to 1.48M | |
| 04-May-23 4:12 PM View: | Stellar Bancorp, Inc. (STEL) | 02-May-23 | Purchase | 4,000 | $21.24 | $84,969.20 | < 1% 1.48M to 1.48M | |
| 17-Mar-23 4:22 PM View: | Stellar Bancorp, Inc. (STEL) | 15-Mar-23 | Grant | 1,248 | -- | -- | < 1% 1.43M to 1.43M | |
| 14-Mar-23 6:27 PM View: | Stellar Bancorp, Inc. (STEL) | 13-Mar-23 | Private Purchase | 2,500 | $26.17 | $65,418.80 | < 1% 1.42M to 1.42M | |
| 14-Mar-23 6:27 PM View: | Stellar Bancorp, Inc. (STEL) | 13-Mar-23 | Purchase | 7,500 | $27.20 | $203,970.00 | < 1% 1.42M to 1.43M | |
| 04-Oct-22 9:55 PM View: | Stellar Bancorp, Inc. (STEL) | 01-Oct-22 | Disposition | 402 | -- | -- | (< 1%) 1.42M to 1.42M | |
| 03-Feb-22 4:43 PM View: | Stellar Bancorp, Inc. (STEL) | 01-Feb-22 | Grant | 1,591 | -- | -- | < 1% 1.42M to 1.42M | |
| 03-Feb-21 4:05 PM View: | Stellar Bancorp, Inc. (STEL) | 01-Feb-21 | Grant | 1,783 | -- | -- | < 1% 1.42M to 1.42M | |
| 07-Aug-20 4:36 PM View: | Stellar Bancorp, Inc. (STEL) | 05-Aug-20 | Market Purchase | 7,222 | $16.17 | $116,789.00 | < 1% 1.41M to 1.42M | 61% |
| 05-Aug-20 4:23 PM View: | Stellar Bancorp, Inc. (STEL) | 04-Aug-20 | Market Purchase | 2,778 | $15.45 | $42,923.40 | < 1% 1.41M to 1.41M | 68% |
| 05-Aug-20 4:23 PM View: | Stellar Bancorp, Inc. (STEL) | 03-Aug-20 | Market Purchase | 5,000 | $15.94 | $79,680.00 | < 1% 1.4M to 1.41M | 63% |
| 27-May-20 4:35 PM View: | Stellar Bancorp, Inc. (STEL) | 26-May-20 | Market Purchase | 10,000 | $19.16 | $191,639.00 | < 1% 1.39M to 1.4M | 35% |
| 22-May-20 4:04 PM View: | Stellar Bancorp, Inc. (STEL) | 21-May-20 | Market Purchase | 3,000 | $18.38 | $55,151.70 | < 1% 1.39M to 1.39M | 41% |
| 22-May-20 4:04 PM View: | Stellar Bancorp, Inc. (STEL) | 20-May-20 | Market Purchase | 10,000 | $18.50 | $184,973.00 | < 1% 1.38M to 1.39M | 40% |
| 19-May-20 4:22 PM View: | Stellar Bancorp, Inc. (STEL) | 19-May-20 | Market Purchase | 8,500 | $17.76 | $150,922.00 | < 1% 1.37M to 1.38M | 46% |
| 19-May-20 4:22 PM View: | Stellar Bancorp, Inc. (STEL) | 18-May-20 | Market Purchase | 1,500 | $17.65 | $26,475.00 | < 1% 1.37M to 1.37M | 47% |
| 19-May-20 4:22 PM View: | Stellar Bancorp, Inc. (STEL) | 15-May-20 | Market Purchase | 5,000 | $16.69 | $83,442.00 | < 1% 1.37M to 1.37M | 55% |
| 15-May-20 4:14 PM View: | Stellar Bancorp, Inc. (STEL) | 14-May-20 | Grant | 5,000 | $16.25 | $81,250.00 | < 1% 1.36M to 1.37M | 59% |
| 15-May-20 4:14 PM View: | Stellar Bancorp, Inc. (STEL) | 13-May-20 | Grant | 5,000 | $16.15 | $80,741.50 | < 1% 1.36M to 1.36M | 60% |
| 12-May-20 4:15 PM View: | Stellar Bancorp, Inc. (STEL) | 11-May-20 | Grant | 5,000 | $17.25 | $86,250.00 | < 1% 1.35M to 1.36M | 50% |
| 08-May-20 4:12 PM View: | Stellar Bancorp, Inc. (STEL) | 06-May-20 | Grant | 10,000 | $17.26 | $172,642.00 | < 1% 1.34M to 1.35M | 50% |
| 18-Mar-20 4:08 PM View: | Stellar Bancorp, Inc. (STEL) | 16-Mar-20 | Market Purchase | 68,954 | $19.77 | $1,363,000.00 | 5% 1.27M to 1.34M | 30% |
| 16-Mar-20 8:47 AM View: | Stellar Bancorp, Inc. (STEL) | 12-Mar-20 | Market Purchase | 11,171 | $18.39 | $205,381.00 | < 1% 1.26M to 1.27M | 40% |
| 04-Feb-20 7:10 PM View: | Stellar Bancorp, Inc. (STEL) | 01-Feb-20 | Grant | 1,630 | -- | -- | < 1% 1.26M to 1.26M | |
| 01-Nov-19 4:16 PM View: | Stellar Bancorp, Inc. (STEL) | 31-Oct-19 | Market Purchase | 4,200 | $28.41 | $119,322.00 | 1% 340.19K to 344.39K | (10%) |
| 01-Nov-19 4:16 PM View: | Stellar Bancorp, Inc. (STEL) | 30-Oct-19 | Market Purchase | 5,495 | $28.42 | $156,168.00 | 2% 334.69K to 340.19K | (10%) |
| 20-Nov-18 3:39 PM View: | Stellar Bancorp, Inc. (STEL) | 20-Nov-18 | Purchase | 30,670 | $34.99 | $1,073,030.00 | 19% 160.0K to 190.67K | |
| 16-Nov-17 5:27 PM View: | Stellar Bancorp, Inc. (STEL) | 15-Nov-17 | Grant | 3,330 | -- | -- | < 1% 1.22M to 1.22M | |
| 13-Nov-06 11:34 AM View: | Texas Regional Bancshares Inc (TRBS) | 10-Nov-06 | Disposition | 490,855 | $38.90 | $19,094,300.00 | (91%) 540.0K to 49.14K | |
| 13-Nov-06 11:34 AM View: | Texas Regional Bancshares Inc (TRBS) | 10-Nov-06 | Disposition | 49,144 | $38.90 | $1,911,700.00 | (100%) 49.14K to 0 | |
| 13-Oct-06 5:03 PM View: | Texas Regional Bancshares Inc (TRBS) | 11-Oct-06 | Gift | 65,000 | -- | -- | (11%) 605.0K to 540.0K | |
| 27-Apr-06 5:13 PM View: | Texas Regional Bancshares Inc (TRBS) | 13-Apr-06 | Acquisition (other) | 50,532 | -- | -- | 9% 550.0K to 600.53K | |
| 27-Apr-06 5:13 PM View: | Texas Regional Bancshares Inc (TRBS) | 13-Apr-06 | Acquisition (other) | 4,467 | -- | -- | < 1% 600.53K to 605.0K | |
| 11-Oct-05 11:48 AM View: | Texas Regional Bancshares Inc (TRBS) | 29-Apr-05 | Market Purchase | 25,000 | $27.49 | $687,165.00 | 5% 525.0K to 550.0K | |
| 24-Nov-04 4:58 PM View: | Texas Regional Bancshares Inc (TRBS) | 24-Nov-04 | Market Purchase | 45,000 | $33.46 | $1,505,700.00 | 9% 480.0K to 525.0K | |
| 24-Nov-04 3:32 PM View: | Texas Regional Bancshares Inc (TRBS) | 23-Nov-04 | Market Purchase | 30,000 | $33.34 | $1,000,200.00 | 7% 450.0K to 480.0K | |
| 03-Sep-04 2:21 PM View: | Texas Regional Bancshares Inc (TRBS) | 23-Aug-04 | Acquisition (other) | 143,441 | -- | -- | 48% 300.0K to 443.44K | |
| 03-Sep-04 2:21 PM View: | Texas Regional Bancshares Inc (TRBS) | 23-Aug-04 | Acquisition (other) | 6,559 | -- | -- | 1% 443.44K to 450.0K | |
| 10-Jun-04 5:41 PM View: | Texas Regional Bancshares Inc (TRBS) | 10-Jun-04 | Market Purchase | 13,118 | $43.40 | $569,278.00 | 100% 0 to 13.12K |