BFST EVP covers taxes with 528 share disposition
Business First Bancshares EVP and CAO Heather G. Roemer reported a tax-withholding disposition of 528 shares of common stock at $27.04 per share.
Rhea-AI Filing Summary
Business First Bancshares EVP and CAO Heather G. Roemer reported a tax-withholding disposition of 528 shares of common stock at $27.04 per share. These shares were withheld to cover tax obligations, not sold in the open market. After this entry, she directly holds 19,064 common shares. The filing also reports indirect holdings of 8,817 common shares held by her spouse and 7,230 common shares held as custodian for minor children, plus 8,129 underlying common shares tied to restricted stock units that vest over future anniversaries of prior grant dates.
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Insider Trade Summary
Exercise Price or Tax Liability: 528 shares
Exercise Price or Tax Liability
4 txns
Insider
Roemer Heather G.
Role
EVP, CAO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | COMMON STOCK | 528 | $27.04 | $14K |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | COMMON STOCK | -- | -- | -- |
| holding | COMMON STOCK | -- | -- | -- |
Holdings After Transaction:
COMMON STOCK — 19,064 shares (Direct);
Restricted Stock Units — 8,129 contracts (Direct);
COMMON STOCK — 8,817 shares (Indirect, By spouse);
COMMON STOCK — 7,230 shares (Indirect, As custodian for minor children)
Footnotes (2)
- F1. Includes 725 shares held jointly with spouse.
- F2. Includes: (a) 2,198 time-based restricted stock units granted to the reporting person on December 12, 2024, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (b) 2,318 time-based restricted stock units granted to the reporting person on March 1, 2025, which will vest in two substantially equal installments on the second and third anniversary of the issuance date; (c) 722 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date; and (d) 2,891 time-based restricted stock units granted to the reporting person on March 2, 2026, which will vest in three substantially equal installments on the first, second, and third anniversary of the issuance date.
Key Figures
Tax-withholding shares: 528 shares
Tax-withholding price: $27.04 per share
Direct common shares: 19,064 shares
+3 more
6 metrics
Tax-withholding shares
528 shares
Common stock delivered for tax obligations on 2026-03-31
Tax-withholding price
$27.04 per share
Price used for the 528-share tax-withholding disposition
Direct common shares
19,064 shares
Direct BFST common stock held after transaction
RSU underlying shares
8,129 shares
Common shares underlying restricted stock units held directly
Spouse indirect shares
8,817 shares
Common stock held indirectly through spouse
Custodian shares
7,230 shares
Common stock held as custodian for minor children
Key Terms
tax-withholding disposition, Restricted Stock Units, time-based restricted stock units, custodian for minor children
4 terms
tax-withholding disposition financial
"classified as a tax-withholding disposition of 528 common shares"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Restricted Stock Units financial
"The filing also reports holdings of Restricted Stock Units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
time-based restricted stock units financial
"Includes time-based restricted stock units granted to the reporting person"
Time-based restricted stock units are a form of employee compensation where individuals are granted company shares that are earned over a set period, often as a reward for staying with the company. These shares typically become fully owned and transferable only after passing specific time milestones, encouraging long-term commitment. For investors, they highlight a company's focus on employee retention and can influence future stock supply and company stability.
custodian for minor children financial
"shares held indirectly as custodian for minor children"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did BFST executive Heather G. Roemer report in this Form 4?
Heather G. Roemer, EVP and CAO of Business First Bancshares (BFST), reported a tax-withholding disposition of 528 common shares at $27.04 per share. These shares were withheld to satisfy tax obligations, and she continues to hold a significant direct and indirect equity position.
AI-generated analysis. How Rhea-AI works. Not financial advice.
