Great Southern Bancorp director updates holdings
GREAT SOUTHERN BANCORP, INC. director Thomas J. Carlson reported updated holdings of company stock and options.
Rhea-AI Filing Summary
GREAT SOUTHERN BANCORP, INC. director Thomas J. Carlson reported updated holdings of company stock and options. He now holds 100 shares of common stock directly and 17,315 shares indirectly through his spouse.
The filing also lists several outstanding options to purchase 2,000 shares of common stock each, with exercise prices such as $52.20, $55.00, $60.15 and expirations ranging from 2027 to 2035. In addition, a dividend reinvestment plan acquisition of 109 shares at $67.5742 per share, held indirectly by his spouse, is reported voluntarily as an "other" transaction exempt from Section 16 reporting.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 109 shares
Other
11 txns
Insider
CARLSON THOMAS J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common stock | 109 | $67.5742 | $7K |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Option to purchase | -- | -- | -- |
| holding | Common stock | -- | -- | -- |
Holdings After Transaction:
Common stock — 17,315 shares (Indirect, Spouse);
Option to purchase — 18,000 contracts (Direct);
Common stock — 100 shares (Direct)
Footnotes (10)
- F1. DRIP acquisition exempt from Section 16 reporting being reported voluntarily
- F2. 500 shares vest on 11/15/2019, 11/15/2020, 11/15/2021 and 11/15/2022
- F3. 500 shares vest on 11/28/2020, 11/28/2021, 11/28/2022 and 11/28/2023
- F4. 500 shares vest on 11/20/2021, 11/20/2022, 11/20/2023 and 11/20/2024
- F5. 500 shares vest on 10/26/2022, 10/26/2023, 10/26/2024 and 10/26/2025
- F6. 500 shares vest on 11/17/2023, 11/17/2024, 11/17/2025 and 11/17/2026
- F7. 500 shares vest on 11/16/2024, 11/16/2025, 11/16/2026 and 11/16/2027
- F8. 500 shares vest on 11/15/2025, 11/15/2026, 11/15/2027 and 11/15/2028
- F9. 500 shares vest on 11/20/2026, 11/20/2027, 11/20/2028 and 11/20/2029
- F10. 500 shares vest on 11/19/2027, 11/19/2028, 11/19/2029 and 11/19/2030
Key Figures
Direct common shares: 100 shares
Indirect spouse shares: 17,315 shares
DRIP acquisition shares: 109 shares
+5 more
8 metrics
Direct common shares
100 shares
Directly held after transactions
Indirect spouse shares
17,315 shares
Indirectly held through spouse after transaction
DRIP acquisition shares
109 shares
Other transaction at $67.5742 per share
DRIP price
$67.5742 per share
Dividend reinvestment plan acquisition price
Option exercise price
$52.20 per share
Option to purchase common stock expiring 2027-11-15
Option exercise price
$55.00 per share
Option to purchase common stock expiring 2028-11-28
Option exercise price
$60.15 per share
Option to purchase common stock expiring 2029-11-20
Option grant size
2,000 shares
Underlying common stock per option grant
Key Terms
DRIP acquisition, Section 16 reporting, Option to purchase, vesting, +1 more
5 terms
DRIP acquisition financial
"DRIP acquisition exempt from Section 16 reporting being reported voluntarily"
Section 16 reporting regulatory
"DRIP acquisition exempt from Section 16 reporting being reported voluntarily"
Option to purchase financial
"security_title": "Option to purchase""
vesting financial
"500 shares vest on 11/15/2019, 11/15/2020, 11/15/2021 and 11/15/2022"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did GSBC director Thomas J. Carlson report in this Form 4?
Director Thomas J. Carlson reported his updated ownership in GREAT SOUTHERN BANCORP, INC., including direct and indirect common stock holdings plus multiple option grants. The filing is primarily an ownership update rather than a new open-market purchase or sale.
What is the DRIP acquisition reported for GSBC in this Form 4?
The Form 4 reports a dividend reinvestment plan (DRIP) acquisition of 109 GREAT SOUTHERN BANCORP common shares at $67.5742 per share, held indirectly by Carlson’s spouse. This transaction is classified as an "other" acquisition exempt from Section 16 reporting and is reported voluntarily.
What stock options does Thomas J. Carlson hold in GREAT SOUTHERN BANCORP?
Carlson holds several "Option to purchase" positions, each covering 2,000 underlying GREAT SOUTHERN BANCORP common shares. Exercise prices include $52.20, $55.00, $60.15 and others, with expiration dates between 2027 and 2035.
What do the vesting footnotes mean for Carlson’s GSBC options?
Footnotes describe vesting schedules where 500 option shares vest on specific dates each year, such as 11/15/2019–2022 and 11/19/2027–2030. These schedules explain when portions of Carlson’s option grants become exercisable over time.
AI-generated analysis. How Rhea-AI works. Not financial advice.
