[Form 3] STEELE BANCORP INC Initial Statement of Beneficial Ownership
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
STEELE BANCORP INC director and ten percent owner John Donald Steele Jr. filed a Form 3 reporting his beneficial ownership of the company’s common stock. This initial statement lists both direct and indirect holdings as of April 30, 2026.
He directly holds 357,081 shares of common stock. Indirectly, he reports 297 shares held by an ESOP, 12,281 shares held by his son Jeffrey Steele, 11,959 shares held by his daughter Jessica Steele, and 25,012 shares held by his spouse Joanne Steele. The filing does not show any new purchases or sales, only existing positions.
Positive
- None.
Negative
- None.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
Steele John Donald Jr.
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 357,081 shares (Direct, null);
Common Stock — 25,012 shares (Indirect, Spouse, Joanne Steele)
Footnotes (1)
Key Figures
Direct common shares: 357,081 shares
ESOP indirect shares: 297 shares
Son’s indirect shares: 12,281 shares
+2 more
5 metrics
Direct common shares
357,081 shares
Directly owned common stock as of April 30, 2026
ESOP indirect shares
297 shares
Indirect ownership by ESOP as of April 30, 2026
Son’s indirect shares
12,281 shares
Indirect ownership via son Jeffrey Steele as of April 30, 2026
Daughter’s indirect shares
11,959 shares
Indirect ownership via daughter Jessica Steele as of April 30, 2026
Spouse’s indirect shares
25,012 shares
Indirect ownership via spouse Joanne Steele as of April 30, 2026
Key Terms
Form 3, ten percent owner, indirect ownership, ESOP
4 terms
Form 3 regulatory
"filed a Form 3 reporting his beneficial ownership of the company’s common stock"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
ten percent owner regulatory
"lists him as a director and ten percent owner of STEELE BANCORP INC"
indirect ownership financial
"He reports indirect ownership through an ESOP and family members"
ESOP financial
"297 shares held by an ESOP are reported as indirect ownership"
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.