Every Form 4 that Stellar Bancorp, Inc. (STEL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow STEL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full STEL filings page.
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.
Stellar Bancorp, Inc. director Laura D. Bellows reported an issuer disposition of 2,230 shares of common stock on July 1, 2026. The shares were cancelled at the closing of Stellar’s merger with Prosperity Bancshares, Inc. and converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per Stellar share. Following the merger-related cancellation, Bellows reported no remaining Stellar Bancorp shares. This reflects the automatic treatment of all outstanding Stellar common stock at the merger’s Effective Time, rather than an open-market sale.
Stellar Bancorp, Inc. Senior Executive VP and CFO Paul P. Egge reported a disposition of 68,594 shares of Common Stock back to the issuer. This occurred at the closing of the merger with Prosperity Bancshares, Inc., when all Stellar shares were cancelled.
Each cancelled Stellar share was converted into the right to receive 0.3803 shares of Prosperity common stock plus cash of $11.36 per share. Mr. Egge’s restricted stock and performance unit awards vested at the merger’s effective time and were converted into the same merger consideration structure or related cash payments, leaving him with no remaining Stellar common stock holdings.
Stellar Bancorp director John E. Williams Jr. reported the automatic disposition of his Stellar Bancorp common stock in connection with the closing of its merger with Prosperity Bancshares. On the effective date, all Stellar common shares were cancelled and converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share.
The filing shows dispositions of 1,285,316 shares of common stock held directly and 500 shares held indirectly through his spouse, both at a stated price of $0.00 per share because the value is captured in the separate merger consideration. Following these transactions, no Stellar Bancorp shares are listed as owned.
Stellar Bancorp, Inc. Chief Executive Officer Robert R. Franklin Jr. reported a disposition to the issuer of 418,843 shares of common stock. This reflects the closing of Stellar’s merger with Prosperity Bancshares, Inc., where each Stellar share was cancelled and converted into merger consideration.
Under the merger terms, each share of Stellar common stock was converted into the right to receive 0.3803 shares of Prosperity common stock plus cash of $11.36 per share. Outstanding restricted stock awards vested at closing and converted into the same per-share merger consideration, while performance-based unit awards fully vested and were paid in cash based on the Per Share Merger Consideration Value.
Stellar Bancorp director Duplantier Jon-Al reported a disposition of all his common shares in connection with the company’s merger into Prosperity Bancshares. The Form 4 shows 10,508 shares of Stellar common stock were canceled and converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per Stellar share, as provided in the merger agreement. Following this merger-related cancellation, the filing reports that Duplantier holds 0 shares of Stellar common stock directly.
Stellar Bancorp, Inc. director John Beckworth reported the disposition of all his common stock in connection with the completion of the company’s merger with Prosperity Bancshares, Inc. On the effective date, 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 filing shows 94,560 indirectly held shares, through the Laura Hobby Beckworth 1999 WPH Trust, and 106,221 directly held shares, both reported as dispositions to the issuer at a stated price of $0.00 per share, reflecting the automatic merger conversion rather than market trades. Following these transactions, Beckworth reports no remaining Stellar common stock holdings.
Stellar Bancorp director Tombar Tymothi O. reported a disposition of 4,890 shares of common stock back to the company in connection with its merger with Prosperity Bancshares. The Form 4 shows these shares were canceled at an effective price of $0.00 per share, leaving the director with no Stellar Bancorp shares after the transaction.
According to the merger terms, each share of Stellar Bancorp common stock outstanding immediately before the effective time was converted into the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share, together referred to as the per share merger consideration.
Stellar Bancorp, Inc. Senior Executive VP and Chief Risk Officer Akin Okan I. reported a disposition to the issuer of 85,951 shares of Stellar common stock. This occurred at no stated share price in connection with the merger of Stellar Bancorp into Prosperity Bancshares, Inc.
At the effective time of the merger, 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. Restricted stock and performance unit awards also vested and converted into the defined per share merger consideration or a related cash payment, and his reported direct holdings in Stellar common stock fell to zero.
Stellar Bancorp, Inc. President Ramon A. Vitulli III reported a disposition to the issuer of 119,680 shares of common stock at a stated price of $0.00 per share, leaving no shares held directly after the transaction. This reflects the closing of a merger in which each share of Stellar common stock was cancelled and converted into the right to receive 0.3803 shares of Prosperity Bancshares common stock plus $11.36 in cash per share. The filing notes that this included previously held common stock, restricted stock, and performance unit awards, which vested at the effective time and were converted into the specified merger consideration.
Stellar Bancorp, Inc. director Cynthia A. Dopjera reported returning all her common stock to the company in connection with its merger into Prosperity Bancshares, Inc. At the effective time of the merger, 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 filing shows dispositions of 538 shares held through the Cynthia A. Dopjera Living Trust and 10,895 shares held directly, leaving zero Stellar shares reported after the transaction. These changes reflect the completion of the merger and the automatic conversion of Stellar equity into the agreed stock-and-cash merger consideration.
Stellar Bancorp, Inc. director Frances H. Jeter reported disposing of 29,136 shares of Stellar common stock in a transaction coded as a disposition to the issuer. Following this transaction, the reported direct ownership of Stellar common stock is 0 shares.
According to the merger terms, each share of Stellar common stock outstanding immediately before the effective time was cancelled and converted into the right to receive 0.3803 shares of Prosperity Bancshares common stock plus $11.36 in cash per share as the per share merger consideration.
Stellar Bancorp, Inc. senior executive Justin M. Long, SEVP, GC & Secretary, reported a disposition of 53,093 shares of Common Stock back to the company. This occurred at the completion of Stellar’s merger with Prosperity Bancshares, when each Stellar share was cancelled and converted into merger consideration.
Under the merger terms, each Stellar share became the right to receive 0.3803 shares of Prosperity common stock plus $11.36 in cash per share. Following this transaction, Long reported zero Stellar Bancorp shares directly owned, reflecting the company’s merger-related share cancellation rather than an open‑market sale.
Stellar Bancorp, Inc. Chief Banking Officer Jason D. Sirkel exercised stock options to acquire 30,000 shares of common stock at $21.00 per share on June 17, 2026. This moved his direct common stock holdings to 65,535 shares.
The exercised options were fully converted into common stock, leaving no remaining shares under this particular employee stock option grant, which had an original expiration date in July 2027. The Form 4 shows an exercise-and-hold transaction with no reported open-market sale.
Stellar Bancorp, Inc. director Fred S. Robertson reported bona fide gifts of a total of 4,460 shares of Common Stock on May 6, 2026. He gifted 2,230 shares held indirectly through the Robertson Family Trust and 2,230 shares held directly, both at no cash consideration.
Following these transfers, the Form 4 shows 82,377 Stellar Bancorp shares held indirectly by the Robertson Family Trust, with Robertson as trustee, and 18,084 shares held directly. These are non-market, charitable-style transfers rather than open-market sales, so they do not reflect a change in trading sentiment.
Stellar Bancorp, Inc. Senior Executive VP and Chief Credit Officer Joe F. West reported a small tax-related share disposition. The company withheld 676 shares of Common Stock at $35.51 per share to cover his tax liability upon vesting of previously reported restricted shares. Following this withholding, West directly holds 102,193 shares of Stellar Bancorp common stock, indicating this was a routine compensation and tax event rather than an open-market trade.
Stellar Bancorp, Inc. President Ramon A. Vitulli III reported a routine tax-related share disposition. On the vesting of previously reported restricted stock, 1,318 shares of common stock were withheld to cover tax liabilities. After this withholding, he directly holds 119,680 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. Chief Banking Officer Jason D. Sirkel reported a routine tax-related share disposition. On March 15, 2026, 444 shares of common stock were withheld at $35.51 per share to satisfy tax liabilities from the vesting of previously granted restricted shares.
After this withholding, Sirkel directly holds 35,535 shares of common stock and has 30,000 employee stock options outstanding. The filing reflects compensation-related tax withholding rather than an open-market purchase or sale.
Stellar Bancorp, Inc. Executive Chairman Steven F. Retzloff reported a routine tax-related share disposition. On March 15, 2026, 1,181 shares of common stock were withheld at $35.51 per share to satisfy tax liabilities from vesting restricted stock, rather than sold in the open market. After this transaction, he directly holds 136,446 common shares and has additional indirect holdings of 25,531 shares through Retzloff Industries, Inc., 378,240 shares through Retzloff Holdings, LTD., and 12,598 shares through SF Retzloff Family Limited Partnership, LTD.
Stellar Bancorp, Inc. senior executive Justin M. Long reported a routine tax-related share disposition. On the vesting of previously reported restricted common stock, 796 shares were withheld to cover tax obligations, as indicated by the footnote. After this withholding, he directly holds 53,315 shares of common stock.
Stellar Bancorp, Inc. director and Chief Executive Officer Robert R. Franklin Jr. reported a routine tax-related share withholding. On the transaction date, 3,837 shares of Common Stock were withheld at $35.51 per share to cover tax liability from vesting of previously reported restricted shares. Following this non-market disposition, he directly holds 418,843 shares of Common Stock.
Stellar Bancorp, Inc. Senior Executive VP and CFO Paul P. Egge reported a small tax-related share disposition tied to vesting of restricted stock. On the transaction date, 993 shares of common stock were withheld at $35.51 per share to cover tax liabilities on previously reported restricted shares.
After this withholding, Egge directly held 68,594 shares of common stock. Because this was a tax-withholding event rather than an open-market trade, it reflects routine compensation and tax management rather than an active decision to buy or sell shares in the market.
Stellar Bancorp, Inc. Senior Executive Vice President and Chief Risk Officer Akin Okan I. reported a routine tax-related share disposition. On the reported date, 618 shares of common stock were withheld at $35.51 per share to cover tax liabilities tied to vesting restricted stock previously granted. Following this withholding, he directly holds 85,951 shares of Stellar Bancorp common stock, indicating that the event reflects compensation-related tax settlement rather than an open-market sale.
Stellar Bancorp, Inc. senior executive vice president and chief credit officer Joe F. West reported stock awards in the company’s common stock. On March 1, 2026, he acquired two grants of 3,226 shares each at a price of $0.00 per share. One grant consists of restricted shares that vest in approximately equal installments on March 1, 2027, 2028 and 2029, subject to his continued employment. The other grant is an award of performance share units subject to both time and performance vesting conditions. Following these awards, his direct ownership increased to 102,869 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. President Ramon A. Vitulli III reported equity compensation awards of common stock. On March 1, 2026, he acquired two separate awards of 6,041 shares each at a price of $0.00 per share, reflecting stock-based compensation rather than open-market buying.
One award represents restricted shares of common stock that vest in approximately equal installments on March 1, 2027, 2028 and 2029, subject to his continued employment on each vesting date. The other award consists of performance share units that are subject to both time-based and performance vesting conditions. Following these awards, his directly held common stock increased to 120,998 shares.
Sirkel Jason D. reported acquisition or exercise transactions in this Form 4 filing.
Stellar Bancorp, Inc. Chief Banking Officer Jason D. Sirkel reported equity awards of common stock on March 1, 2026. He received two grants of 2,328 common shares each at $0.00 per share. One grant represents restricted stock that vests in roughly equal parts on March 1, 2027, 2028 and 2029, subject to continued employment, and another represents performance share units subject to both time- and performance-based vesting. Following these awards, he also holds employee stock options covering 30,000 shares of common stock.
Stellar Bancorp, Inc. Executive Chairman Steven F. Retzloff reported equity awards of the company’s common stock. On March 1, 2026 he acquired 5,365 restricted shares that vest in roughly equal installments on March 1, 2027, 2028, and 2029, subject to continued employment. He also received 8,047 performance share units subject to time and performance vesting conditions, bringing his directly held common shares to 137,627. He additionally reports indirect ownership stakes through several related entities.
Stellar Bancorp, Inc. executive Justin M. Long, SEVP, GC & Secretary, reported equity awards of common stock on March 1, 2026. He acquired a total of 7,074 shares at no cash cost through two grant/award transactions. Footnotes state these include restricted shares vesting in approximately equal installments on March 1, 2027, 2028 and 2029, subject to continued employment, and performance share units subject to time and performance vesting conditions. Following these awards, he directly holds 54,111 shares of Stellar Bancorp common stock.
Egge Paul P reported acquisition or exercise transactions in this Form 4 filing.
Stellar Bancorp, Inc. Senior Executive VP and CFO Paul P. Egge reported two stock award grants totaling 9,142 shares of common stock on March 1, 2026, at a stated price of $0.00 per share. Following these grants, he directly owned 69,587 common shares.
The filing notes that the awards include restricted shares that vest in approximately equal installments on March 1, 2027, 2028 and 2029, conditioned on continued employment. It also describes performance share units that are subject to both time-based and performance-based vesting conditions.
Stellar Bancorp, Inc. director and Chief Executive Officer Robert R. Franklin Jr. reported two equity awards of common stock. He acquired 11,038 restricted shares and 16,557 performance share units at a stated price of $0.00 per share as compensatory grants.
The 11,038 restricted shares vest in approximately equal installments on March 1 of 2027, 2028, and 2029, conditioned on continued employment on each vesting date. The 16,557 performance share units are subject to both time-based and performance-based vesting conditions before becoming fully earned.
Akin Okan I. reported acquisition or exercise transactions in this Form 4 filing.
Stellar Bancorp, Inc. reported that Senior Executive VP and CRO Akin Okan I. received two equity awards on March 1, 2026, each for 2,855 shares of common stock (total 5,710 shares) granted at no cash cost. The awards include restricted shares that vest in approximately equal installments on March 1, 2027, 2028 and 2029, subject to continued employment, and performance share units subject to time and performance vesting conditions. After these awards, he directly holds 86,569 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. Senior Executive VP and Chief Credit Officer Joe F. West reported a Form 4 transaction involving common stock. On the vesting of previously reported restricted shares, 412 shares were disposed of at $37.66 per share to satisfy tax withholding obligations, leaving him with 96,417 directly owned shares.
Stellar Bancorp, Inc. President Ramon A. Vitulli III reported a tax-related share disposition involving the company’s common stock. On March 1, 2026, 735 shares were withheld at $37.66 per share to satisfy tax liabilities arising from the vesting of previously reported restricted stock awards.
Following this tax-withholding disposition, Vitulli’s directly held common stock balance is reported as 108,916 shares. This event reflects administrative share withholding for taxes rather than an open-market purchase or sale.
Stellar Bancorp, Inc. Chief Banking Officer Jason D. Sirkel disposed of 263 shares of common stock on March 1, 2026 to satisfy tax withholding for vesting of previously reported restricted stock, rather than through an open-market sale. After this tax-withholding disposition, he directly holds 31,323 common shares and 30,000 employee stock options.
Stellar Bancorp, Inc. Executive Chairman Steven F. Retzloff reported a small insider transaction related to equity compensation. On March 1, 2026, 665 shares of common stock were withheld at $37.66 per share to cover tax obligations on previously reported restricted stock vesting, a tax-withholding disposition rather than an open‑market sale. After this, he directly owned 124,215 common shares, and the filing also notes additional indirect holdings, including shares held by Retzloff Industries, Inc., Retzloff Holdings, LTD., and SF Retzloff Family Limited Partnership, LTD.
Stellar Bancorp, Inc. executive Justin M. Long reported a small share disposition related to tax withholding, not an open-market trade. On vesting of previously reported restricted stock, 452 shares of common stock were withheld at $37.66 per share to cover tax liabilities. After this tax-withholding disposition, Long directly holds 47,037 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. Chief Executive Officer Robert R. Franklin Jr. reported a tax-related share disposition. On March 1, 2026, 1,200 shares of common stock were withheld at $37.66 per share to satisfy tax liability upon vesting of previously reported restricted stock. After this tax-withholding disposition, he directly held 395,085 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. Senior Executive VP and CFO Paul P. Egge reported a small administrative share disposition related to equity compensation. On the reported date, 584 shares of common stock were withheld at $37.66 per share to cover tax obligations upon vesting of previously reported restricted stock, leaving him with 60,445 directly held shares.
Stellar Bancorp, Inc. senior executive vice president and chief risk officer Akin Okan I. reported a tax-related share disposition. On March 1, 2026, 365 shares of common stock were withheld to cover tax liabilities upon vesting of previously reported restricted shares at $37.66 per share. After this tax-withholding disposition, he directly owns 80,859 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. reported an insider stock transaction by its Senior Executive VP and Chief Credit Officer. On 12/31/2025, the executive had 315 shares of common stock withheld in a transaction coded “F” at a price of $30.94 per share. This code indicates shares were used to cover tax obligations tied to previously reported restricted stock that vested.
After this tax-withholding event, the officer directly beneficially owned 96,829 shares of Stellar Bancorp common stock. The filing characterizes this as a routine adjustment related to equity compensation rather than an open-market sale.
Stellar Bancorp, Inc. reported a routine insider ownership update for its President. On 12/31/2025, 595 shares of common stock were disposed of at $30.94 per share in a transaction coded "F," which indicates shares were withheld to cover taxes on the vesting of previously granted restricted stock. Following this tax-withholding event, the officer directly beneficially owned 109,651 shares of Stellar Bancorp common stock.
Stellar Bancorp, Inc. Executive Chairman and director reported a routine insider transaction involving company common stock. On 12/31/2025, 1,323 shares of common stock were withheld at a price of $30.94 per share, identified with transaction code "F" as shares withheld to satisfy tax liability for the vesting of previously reported restricted shares of common stock.
After this tax withholding, the reporting person beneficially owns 124,880 shares directly. In addition, the filing reports indirect ownership of 12,598 shares through SF Retzloff Family Limited Partnership, LTD., 378,240 shares through Retzloff Holdings, LTD., and 25,531 shares through Retzloff Industries, Inc.
Stellar Bancorp, Inc. reported an insider equity transaction by its Senior Executive Vice President, General Counsel and Secretary. On 12/31/2025, the officer had 374 shares of common stock withheld at $30.94 per share, coded as transaction type F, which indicates shares were withheld to cover taxes.
After this tax-related withholding tied to the vesting of previously reported restricted shares, the officer beneficially owned 47,489 shares of Stellar Bancorp common stock in direct ownership. The filing clarifies this was not an open-market sale but a share withholding to satisfy tax liability upon vesting.
Stellar Bancorp, Inc. disclosed that its Chief Executive Officer and director reported a routine share withholding transaction involving company common stock. On 12/31/2025, 2,617 shares of common stock were withheld at a price of $30.94 per share, designated with transaction code "F," which indicates shares withheld for tax purposes. After this tax withholding related to the vesting of previously reported restricted shares, the reporting person directly beneficially owned 396,285 shares of Stellar Bancorp common stock.