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.
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.