FS Bancorp executive acquires shares via stock plan
FS Bancorp, Inc. executive Erin Burr, CRO & CRA Officer and EVP, reported a compensation-related stock transaction.
Rhea-AI Filing Summary
FS Bancorp, Inc. executive Erin Burr, CRO & CRA Officer and EVP, reported a compensation-related stock transaction. On May 6, 2026, Burr completed an “other” transaction (code J) involving 218 shares of common stock at $41.37 per share, purchased under the company’s Nonqualified 2022 Stock Purchase Plan, which includes a 25% company match.
Following this transaction, Burr now holds 3,316 shares of common stock directly under this plan, in addition to a separate direct holding of 27,250 shares and an indirect holding of 7,875 shares through an ESOP. The filing reflects routine equity accumulation rather than an open-market trade.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 218 shares
Other
3 txns
Insider
Burr Erin
Role
CRO & CRA Officer, EVP
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 218 | $41.37 | $9K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 30,566 shares (Direct);
Common Stock — 7,875 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
Plan transaction shares: 218 shares
Plan transaction price: $41.37 per share
Direct shares after plan transaction: 3,316 shares
+3 more
6 metrics
Plan transaction shares
218 shares
Code J other transaction under Nonqualified 2022 Stock Purchase Plan
Plan transaction price
$41.37 per share
Price for 218-share plan purchase on May 6, 2026
Direct shares after plan transaction
3,316 shares
Total direct common stock holdings following the 218-share transaction
Additional direct holding
27,250 shares
Separate direct common stock holding reported as of May 6, 2026
Indirect ESOP holding
7,875 shares
Indirect ownership of common stock held by ESOP
Restructuring-designated shares
218 shares
Shares classified as restructuringShares in transaction summary
Key Terms
Nonqualified 2022 Stock Purchase Plan, ESOP, transaction code J, Other acquisition or disposition, +1 more
5 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.
transaction code J regulatory
"transaction_code: "J" … transaction_code_description: "Other acquisition or disposition""
Other acquisition or disposition regulatory
"transaction_code_description: "Other acquisition or disposition""
indirect ownership financial
"ownership_type: "indirect", ownership_code: "I""
FAQ
What insider transaction did FS Bancorp (FSBW) report for Erin Burr?
FS Bancorp reported that executive Erin Burr completed an “other” transaction (code J) involving 218 shares of common stock at $41.37 per share. The shares were acquired through the Nonqualified 2022 Stock Purchase Plan, which includes a 25% company match, rather than via open-market trading.
Does Erin Burr have indirect FS Bancorp (FSBW) ownership through an ESOP?
Yes. The Form 4 shows an indirect holding of 7,875 FS Bancorp common shares attributed “By ESOP.” This indicates additional beneficial ownership through an employee stock ownership plan structure, separate from Burr’s directly held shares reported in the same filing.
What is the Nonqualified 2022 Stock Purchase Plan mentioned in FS Bancorp’s filing?
The Nonqualified 2022 Stock Purchase Plan is described as the program under which the 218 shares were purchased and includes a 25% match. This suggests a company-sponsored arrangement allowing eligible participants to buy FS Bancorp stock with an additional matching contribution component.
Was the FS Bancorp (FSBW) Form 4 transaction an open-market buy or sale?
No. The transaction is coded J, “Other acquisition or disposition,” and the footnote states the shares were purchased under the Nonqualified 2022 Stock Purchase Plan with a 25% match. This indicates a plan-based, compensation-related acquisition, not an open-market buy or sale.
AI-generated analysis. How Rhea-AI works. Not financial advice.
