Welcome to our dedicated page for PROSPERITY BANCSHARES SEC filings (Ticker: PB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Prosperity Bancshares Inc. filings document the public-company records of a Texas-based regional financial holding company and its Prosperity Bank operations. Recent Form 8-K reports furnish quarterly operating results, including bank earnings, loan and deposit measures, net interest margin and credit-loss allowance disclosures.
The filing record also covers annual meeting results, director elections, auditor ratification, advisory compensation votes and definitive proxy disclosures on board governance and executive compensation. Material-event filings document completed bank mergers, related merger agreements, common-stock issuance in acquisition consideration and capital-structure matters.
Prosperity Bancshares Inc. executive Cullen D. Zalman, EVP Banking/Corporate, reported his initial beneficial ownership of the company’s common stock. He holds 8,000 shares directly and 2,366 shares indirectly through a 401(k) plan as of July 21, 2026, with entries listing holdings rather than specific purchases or sales.
Prosperity Bancshares Inc. director Ned S. Holmes reported selling a total of 1,100 shares of common stock on July 22, 2026 in open-market transactions pursuant to a Rule 10b5-1 trading plan, at weighted average prices around $73 per share. Following these sales, he reports 72,615 shares held directly, 88,193 shares through a profit sharing plan, 39,600 shares as trustee of a trust for an adult daughter, and additional indirect holdings via a spouse, grandchildren’s trust, another trust and a limited partnership.
Prosperity Bancshares director Ned S. Holmes reported open-market sales of 1,100 shares of common stock on July 15, 2026. The shares were sold at weighted average prices between $72.1450 and $73.1086 per share across a family trust, a profit sharing plan and a direct account. Following these transactions, Holmes holds 73,115 shares directly, plus indirect positions including 39,700 shares as trustee of a trust for an adult daughter and 88,693 shares through a profit sharing plan.
Dimensional Fund Advisors LP reports beneficial ownership of 5,070,242 shares of Prosperity Bancshares Inc. common stock, representing 5.0 % of the class as reported for 06/30/2026. The firm has sole voting power over 4,997,008 shares and sole dispositive power over 5,070,242 shares, with no shared voting or dispositive power.
These shares are held by various funds and accounts for which Dimensional acts as investment adviser or manager. The funds receive dividends and sale proceeds. Dimensional may be deemed a beneficial owner for Section 13(d) purposes but expressly disclaims beneficial ownership of all such securities.
Prosperity Bancshares director Ned S. Holmes reported selling 1,100 shares of common stock in open-market transactions. The sales on July 8, 2026 were executed at weighted average prices generally between $70.30 and $71.095. The transactions involved both direct holdings and several indirect accounts, including trusts, a profit sharing plan and a limited partnership, and he continues to hold substantial indirect interests after these trades.
Franklin Robert R Jr reported acquisition or exercise transactions in this Form 4 filing.
Prosperity Bancshares Inc. reported that Vice Chairman Robert R. Franklin Jr received a grant of 25,000 shares of Common Stock on July 6, 2026 at no cost as compensation. Following this award, his direct holdings increased to 157,392 shares of common stock.
Prosperity Bancshares director Ned S. Holmes reported open-market sales of 1,100 shares of Common Stock on July 1, 2026. The transactions were executed at weighted average prices between approximately $72.92 and $73.87 per share through multiple trades.
Sales included 500 shares held directly at $73.5606 per share and 500 shares held through a profit sharing plan at $73.5424 per share. An additional 95 and 5 shares were sold from a trust for an adult daughter at weighted average prices of $73.5127 and $72.79 per share.
Following these transactions, Holmes holds 74,115 shares directly. Indirect holdings include 89,693 shares by a profit sharing plan, 39,995 shares as trustee of a trust for an adult daughter, 70,070 shares through a limited partnership, 3,720 shares by trust, 8,820 shares as trustee of grandchildren’s trust, and 2,000 shares held by his spouse.
Prosperity Bancshares EVP and General Counsel Charlotte M. Rasche reported an acquisition of common stock mainly tied to Prosperity’s merger with Stellar Bancorp. She received 950 shares of Prosperity common stock at no cost as a grant or award in connection with the merger consideration structure.
After this award, Rasche directly holds 61,567 shares of Prosperity common stock and indirectly holds 8,686 shares through the Prosperity Bancshares 401(k) plan, which includes 88 shares acquired in the 401(k) since her prior filing.
Prosperity Bancshares director William T. Luedke IV acquired 5,340 shares of Prosperity common stock as a grant or award, with no purchase price, in connection with the merger of Prosperity and Stellar Bancorp. Following this transaction, he directly holds 29,949 Prosperity shares.
The shares were received at the merger’s Effective Time, when each Stellar common share was cancelled and converted into the right to receive 0.3803 Prosperity common shares plus $11.36 in cash per share. Stellar service-based restricted stock awards vested and were converted into the same per-share merger consideration.
Prosperity Bancshares director Joe B. Swinbank reported stock awards tied to the completion of the Stellar Bancorp merger. On July 1, 2026, each share of Stellar common stock was converted into the right to receive 0.3803 Prosperity common shares plus $11.36 in cash as merger consideration.
In connection with this transaction, Swinbank indirectly acquired 38,638 Prosperity shares through the JBS/STS Grandchildren's Trust and 23,241 shares through the Swinbank Family Limited Partnership, and directly acquired 64,877 shares. All entries are coded as grant or award acquisitions rather than open‑market purchases.