FS Bancorp CFO acquires shares via stock plan
FS Bancorp, Inc. Chief Financial Officer Phillip Dean Whittington reported a routine equity transaction involving company common stock.
Rhea-AI Filing Summary
FS Bancorp, Inc. Chief Financial Officer Phillip Dean Whittington reported a routine equity transaction involving company common stock. He acquired 91 shares of FS Bancorp common stock on May 6, 2026 at $41.37 per share through the issuer's Nonqualified 2022 Stock Purchase Plan, which the note explains includes a 25% match. Following this plan purchase, his directly held position related to this transaction increased to 591 shares of common stock, and he also held 234 shares indirectly through an ESOP, reflecting ongoing equity-based participation rather than an open-market trade.
Positive
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Negative
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Insider Trade Summary
Other: 91 shares
Other
3 txns
Insider
Whittington Phillip Dean
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 91 | $41.37 | $4K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 5,670 shares (Direct);
Common Stock — 234 shares (Indirect, By ESOP)
Footnotes (1)
- F1. These shares were purchased under the Issuer's Nonqualified 2022 Stock Purchase Plan and includes a 25% match.
Key Figures
Shares acquired: 91 shares
Purchase price: $41.37 per share
Direct holdings after plan purchase: 591 shares
+1 more
4 metrics
Shares acquired
91 shares
Common Stock acquired under Nonqualified 2022 Stock Purchase Plan on May 6, 2026
Purchase price
$41.37 per share
Price for the 91 common shares acquired under the plan
Direct holdings after plan purchase
591 shares
Total common shares directly held following the reported acquisition
Indirect ESOP holdings
234 shares
Common shares held indirectly by ESOP for the CFO
Key Terms
Nonqualified 2022 Stock Purchase Plan, ESOP, Form 4, Common Stock
4 terms
Nonqualified 2022 Stock Purchase Plan financial
"These shares were purchased under the Issuer's Nonqualified 2022 Stock Purchase Plan and includes a 25% match."
ESOP financial
"direct_or_indirect": "I","nature_of_ownership": "By ESOP""
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Common Stock financial
""security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
What did FS Bancorp (FSBW) CFO Phillip Dean Whittington report in this Form 4?
Phillip Dean Whittington reported acquiring 91 shares of FS Bancorp common stock at $41.37 per share. The shares were obtained through the company’s Nonqualified 2022 Stock Purchase Plan, which includes a 25% company match, indicating a compensation-related share purchase.
What is the FS Bancorp Nonqualified 2022 Stock Purchase Plan mentioned in the Form 4?
The Nonqualified 2022 Stock Purchase Plan is described as a program under which shares were purchased and include a 25% match. In this filing, 91 common shares acquired by the CFO came through this plan, highlighting an employer-supported share purchase arrangement rather than an open-market trade.
What does the ESOP reference mean in the FS Bancorp (FSBW) Form 4 filing?
The filing notes 234 shares of FS Bancorp common stock held indirectly by the CFO “By ESOP.” ESOP refers to an employee stock ownership plan, where shares are held on behalf of employees as part of a retirement or ownership benefit program.
AI-generated analysis. How Rhea-AI works. Not financial advice.
