Welcome to our dedicated page for Stellar Bancorp SEC filings (Ticker: STEL), 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.
Stellar Bancorp, Inc. SEC filings document the reporting obligations of a bank holding company whose common stock trades under STEL. The filing record includes Form 8-K material-event reports covering operating and financial results, dividend declarations, subordinated note redemptions, material definitive agreements and capital-structure disclosures.
The company's regulatory documents also address shareholder communications and voting matters, governance actions and exchange-listed common stock information. For Stellar Bank's holding company, these disclosures frame commercial banking performance, balance-sheet actions and formal corporate events.
Dimensional Fund Advisors LP reports beneficial ownership of 2,581,607 shares of Stellar Bancorp Inc common stock, representing 5.1% of the outstanding class. It holds sole voting power over 2,529,084 shares and sole dispositive power over 2,581,607 shares, with no shared voting or dispositive power.
The shares are held in client funds, trusts and separate accounts for which Dimensional or its subsidiaries act as adviser or manager. Those vehicles are entitled to dividends and sale proceeds, and no single fund’s interest exceeds 5% of the class. Dimensional disclaims beneficial ownership other than for Section 13(d) reporting purposes.
Stellar Bancorp, Inc. notified the New York Stock Exchange of a voluntary removal of its Common Stock from listing and registration under Section 12(b) of the Exchange Act. The Exchange states it has complied with Rule 12d2-2 and the issuer has met the Exchange's requirements for a voluntary withdrawal.
Stellar Bancorp, Inc. Chief Banking Officer Jason D. Sirkel reported a disposition to the issuer of 65,535 shares of common stock at a stated price of $0.00 per share, leaving him with no Stellar common shares after the transaction.
This disposition occurred at the closing of the merger with Prosperity Bancshares, Inc., when each Stellar share was cancelled and converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share. The total included 55,280 common shares, 7,927 restricted shares that vested at closing, and 2,328 performance unit awards that became payable in cash based on the merger consideration.
Stellar Bancorp, Inc. director Fred S. Robertson reported dispositions of all his common stock in connection with the company’s merger with Prosperity Bancshares, Inc. The filing shows 82,377 shares held indirectly through the Robertson Family Trust and 18,084 shares held directly were disposed of in issuer transactions coded as “D.”
According to the merger terms, at the Effective Time each share of Stellar Bancorp common stock was cancelled and converted into the right to receive 0.3803 shares of Prosperity common stock plus cash of $11.36 per share, together referred to as the Per Share Merger Consideration.
Stellar Bancorp, Inc. director Joe B. Swinbank reported dispositions of Stellar common stock in connection with the closing of its merger with Prosperity Bancshares, Inc. On July 1, 2026, all Stellar common shares were cancelled and converted into merger consideration rather than sold on the market.
Holdings disposed included shares held directly, by the Swinbank Family Limited Partnership, and by the JBS/STS Grandchildren's Trust. Each Stellar share was converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share, and the Form 4 shows no Stellar shares remaining after the transaction.
Stellar Bancorp, Inc. Executive Chairman Steven F. Retzloff reported multiple dispositions of Stellar common stock on July 1, 2026, coded as issuer dispositions tied to the completion of the company’s merger with Prosperity Bancshares, Inc. These include 378,240 shares held by Retzloff Holdings, LTD., 13,598 shares held by SF Retzloff Family Limited Partnership, LTD., 25,531 shares held by Retzloff Industries, Inc., and 136,446 shares held directly.
Footnotes explain that at the merger’s effective time, each outstanding share of Stellar common stock was cancelled and converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per Stellar share. Outstanding restricted stock and performance unit awards also vested and were converted into the same per-share merger consideration or its cash value, leaving no remaining Stellar common stock holdings reported for Retzloff.
Stellar Bancorp, Inc. insider Joe F. West, Senior Executive VP and Chief Credit Officer, reported disposing of 102,193 shares of common stock in a transaction classified as a disposition to the issuer.
This reflects the closing of Stellar’s merger with Prosperity Bancshares, Inc. At the merger’s effective time, each Stellar share was cancelled and converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share. West’s holdings included restricted stock and performance-based unit awards, which vested at closing and were converted into cash or the same merger consideration under the agreement, leaving him with no reported Stellar shares after the transaction.
Stellar Bancorp, Inc. director Joe Penland Sr reported that, at the merger Effective Time on July 1, 2026, all of his Stellar common shares were cancelled and converted into merger consideration from Prosperity Bancshares, Inc. The Form 4 shows dispositions to the issuer of several large blocks of common stock held both directly and indirectly, including shares held by Tram Road Partners LP, Penland Foundation and Quality Mat Company. Each share of Stellar common stock was converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share under the Agreement and Plan of Merger.
Stellar Bancorp, Inc. director Reagan A. Reaud reported dispositions of common stock in connection with the closing of the company’s merger with Prosperity Bancshares, Inc. On the effective date, all outstanding Stellar common shares were cancelled and converted into merger consideration rather than remaining outstanding equity.
Two dispositions were reported: 500 indirectly held shares attributed to Reaud Holdings LLC and 12,763 shares held directly, each recorded as a disposition to the issuer at a price of $0.00 per share. At the effective time of the merger, every Stellar share was converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share.