Catalyst Bancorp COO has 553 shares withheld for tax
COO Amanda B. Quebedeaux reported tax-related share withholding and detailed her current stock and option holdings in Catalyst Bancorp.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Catalyst Bancorp, Inc. (CLST) reported that Chief Operations Officer Amanda B. Quebedeaux had 553 shares of common stock withheld on September 1, 2026 at $17.81 per share to pay tax obligations related to a stock benefit plan distribution. After this, she directly holds 9,579 common shares and also has indirect holdings through the employee stock ownership plan, plus several option awards that vest over time.
Insider Trade Summary
Tax Withholding: 553 shares
Tax Withholding
5 txns
Insider
Quebedeaux Amanda B.
Role
Chief Operations Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock F1, F2, F3, F4 | 553 | $17.81 | $10K |
| holding | Stock Option (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Option (Right to Buy) F7 | -- | -- | -- |
| holding | Stock Option (Right to Buy) F8 | -- | -- | -- |
| holding | Common Stock F5 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 9,579 shares (Direct);
Stock Option (Right to Buy) — 27,160 contracts (Direct);
Common Stock — 4,282.651 shares (Indirect, By ESOP)
Footnotes (8)
- F1. Disposition solely to meet tax obligation for distribution from stock benefit plan.
- F2. Includes 1,696 shares granted pursuant to the Issuer's 2022 Recognition and Retention Plan and Trust Agreement that reflect the unvested portion of a grant amount originally covering 8,464 shares that commenced vesting 20% per year on September 1, 2023.
- F3. Includes 1,600 shares granted pursuant to the Issuer's 2022 Recognition and Retention Plan and Trust Agreement that reflect the unvested portion of a grant amount originally covering 2,000 shares that commenced vesting 20% per year on June 10, 2026.
- F4. Represents the grant of shares pursuant to the Issuer's 2022 Recognition and Retention Plan and Trust Agreement that vest at 20% per year commencing on June 10, 2027.
- F5. Includes shares allocated to the reporting person's account in the ESOP since the last filed Form 4, as of December 31, 2025.
- F6. These options are vesting at a rate of 20% per year that commenced on September 1, 2023.
- F7. These options are vesting at a rate of 20% per year that commenced on June 10, 2026.
- F8. The options vest at a rate of 20% per year commencing on June 10, 2027.
Key Figures
Shares withheld for tax: 553 shares
Withholding price per share: $17.81 per share
Direct common shares after transaction: 9,579 shares
+4 more
7 metrics
Shares withheld for tax
553 shares
Common shares withheld on September 1, 2026 to pay tax obligations
Withholding price per share
$17.81 per share
Price used for the 553-share tax-withholding disposition
Direct common shares after transaction
9,579 shares
Direct common stock held by the COO following the September 1, 2026 transaction
Indirect ESOP shares
4,282.651 shares
Common shares allocated to the COO’s ESOP account as of December 31, 2025
Stock option position 1
21,160 underlying shares at $13.30
Options on common stock expiring September 1, 2032, held directly
Stock option position 2
4,000 underlying shares at $12.08
Options on common stock expiring June 10, 2035, held directly
Stock option position 3
2,000 underlying shares at $15.96
Options on common stock expiring June 10, 2036, held directly
Key Terms
Employee Stock Ownership Plan, recognition and retention plan, stock option
3 terms
Employee Stock Ownership Plan financial
"Includes shares allocated to the reporting person's account in the ESOP"
An employee stock ownership plan (ESOP) is a company-run program that gives workers ownership stakes by allocating or letting them buy company shares, often through a retirement-style account. For investors, ESOPs matter because they align employees’ incentives with company performance—like turning staff into shareholders—which can boost productivity and long-term value but may also concentrate employee retirement savings in company stock, affecting financial risk and share demand.
recognition and retention plan financial
"granted pursuant to the Issuer's 2022 Recognition and Retention Plan and Trust Agreement"
stock option financial
"These options are vesting at a rate of 20% per year"
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did CLST’s Chief Operations Officer report on September 1, 2026?
Amanda B. Quebedeaux reported that 553 common shares were withheld on September 1, 2026 at $17.81 per share to pay tax obligations arising from a distribution under a stock benefit plan.
Does the CLST COO have indirect ownership through an ESOP?
Yes. Amanda B. Quebedeaux has 4,282.651 common shares held indirectly through the employee stock ownership plan, reflecting shares allocated to her account as of December 31, 2025.
What stock options on CLST common stock does the COO hold according to this filing?
She holds stock options over 21,160 shares at $13.30 per share expiring September 1, 2032, 4,000 shares at $12.08 expiring June 10, 2035, and 2,000 shares at $15.96 expiring June 10, 2036.
Was the CLST COO’s September 2026 transaction under a Rule 10b5-1 trading plan?
No. The filing indicates that the transaction was a tax-withholding disposition to satisfy tax obligations for a stock benefit plan distribution, and it does not state that it was made under a Rule 10b5-1 trading plan.
What vesting terms apply to the CLST COO’s stock options and recognition awards?
The options and share grants generally vest 20% per year. Certain options began vesting on September 1, 2023 or June 10, 2026, and others are scheduled to commence vesting on June 10, 2027 under the company’s 2022 recognition and retention plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
