Origin Bancorp executive files initial holdings
Origin Bancorp, Inc. executive Bartlett H. Dugdale filed an initial Form 3 detailing his holdings.
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Form Type
3
Rhea-AI Filing Summary
Origin Bancorp, Inc. executive Bartlett H. Dugdale filed an initial Form 3 detailing his holdings. He indirectly holds 6,900 shares of Common Stock through an IRA and directly holds 853 Restricted Stock Units, which were granted on February 20, 2026 and vest ratably over three years starting February 20, 2027.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Dugdale Bartlett H.
Role
Dir Inv Ptnrshp/Forth Ins CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 853 contracts (Direct);
Common Stock — 6,900 shares (Indirect, By IRA)
Footnotes (1)
- F1. Granted on February 20, 2026, vesting ratably over three years with the first vest date of February 20, 2027.
Key Figures
Indirect Common Stock holdings: 6,900 shares
Restricted Stock Units: 853 units
RSU exercise price: $0.0000 per unit
+2 more
5 metrics
Indirect Common Stock holdings
6,900 shares
Common Stock held indirectly by IRA as of Form 3
Restricted Stock Units
853 units
RSUs linked to Common Stock, direct ownership
RSU exercise price
$0.0000 per unit
Exercise price for 853 Restricted Stock Units
RSU grant date
February 20, 2026
Grant date for 853 RSUs vesting ratably
First RSU vesting date
February 20, 2027
First vesting date in three-year RSU schedule
Key Terms
Restricted Stock Units, Common Stock, IRA, vesting ratably
4 terms
Restricted Stock Units financial
"security_title": "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.
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.
IRA financial
"nature_of_ownership": "By IRA""
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
vesting ratably financial
"vesting ratably over three years with the first vest date"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Origin Bancorp (OBK) Form 3 filed by Bartlett H. Dugdale show?
The Form 3 shows Bartlett H. Dugdale’s initial reported holdings in Origin Bancorp. He indirectly owns 6,900 shares of Common Stock via an IRA and directly holds 853 Restricted Stock Units linked to the company’s Common Stock.
What are the details of Bartlett H. Dugdale’s Restricted Stock Units in Origin Bancorp (OBK)?
Dugdale holds 853 Restricted Stock Units tied to Origin Bancorp Common Stock. According to the footnote, they were granted on February 20, 2026 and vest ratably over three years, with the first vesting date on February 20, 2027.
Does the Origin Bancorp (OBK) Form 3 show any insider buying or selling by Bartlett H. Dugdale?
The Form 3 reflects holdings only and does not show any explicit purchases or sales. Transactions are coded as holdings with unknown transaction direction, indicating this filing primarily establishes his ownership position rather than reporting new trades.
How is Bartlett H. Dugdale’s ownership in Origin Bancorp (OBK) structured on Form 3?
His ownership is split between indirect and direct interests. He indirectly owns 6,900 Common shares through an IRA and directly holds 853 Restricted Stock Units. The RSUs have a zero exercise price and are scheduled to vest over three years.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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