Welcome to our dedicated page for Texas Capital SEC filings (Ticker: TCBI), 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.
Credit quality in a shale downturn, loan concentration in rapidly scaling SaaS firms, and deposit betas tied to intense Texas competition all surface deep inside Texas Capital’s disclosures. Yet those documents often top 300 pages. If you’ve searched for “Texas Capital SEC filings explained simply” or tried locating the latest “Texas Capital quarterly earnings report 10-Q filing,” you already know how time-consuming it can be.
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Lincoln National Corp. (LNC) – Form 4 insider filing
On 06/30/2025, director Owen Ryan received 2,167.63 Phantom Stock Units (transaction code A) under the company’s Deferred Compensation Plan for Non-Employee Directors. Each phantom unit is economically equivalent to one share of common stock and will be settled in shares when the director resigns or retires. The award represents the quarterly payment of board retainer and fees, not an open-market purchase. Following the transaction Ryan now beneficially owns 17,647.89 phantom units, including 214.87 units acquired via dividend reinvestment since his last filing. The units were credited at an accounting price of $34.60 per share. Ownership is reported as direct (D).
No non-derivative share transactions were reported, and there is no indication of sales or option exercises. The filing reflects routine director compensation rather than a discretionary investment, implying limited market impact but modestly increasing alignment between the director and shareholders.
Expensify, Inc. (EXFY) – Form 4 filing dated 07/02/2025
Chief Executive Officer and Chairman David Michael Barrett reported the sale of 30,000 Class A common shares on 07/01/2025 under a Rule 10b5-1 trading plan adopted 03/31/2025. The weighted-average sale price was $2.56, with individual trades executed between $2.47 and $2.63. Aggregate consideration was roughly $77,000.
Following the transaction, Barrett’s beneficial ownership remains substantial at 1,528,480 shares held indirectly through Barrett Trust LLC plus 210,676 shares held directly. The disposed shares represent ≈2.0 % of his indirect holdings, suggesting the sale is modest relative to his overall stake.
The filing is limited to this single planned disposition; no derivative security activity, option exercises, or additional purchases were reported. Because the sale was effected pursuant to a pre-established 10b5-1 plan, it may mitigate concerns over opportunistic timing, yet it still constitutes an insider reduction in exposure.