Comparable stake leader
BlackRock, Inc.
SEC ownership of Stellar Bancorp, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001473844.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- STEL on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001473844
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Stellar Bancorp, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F
13D/G
3/4/5
Lead comparable stake: 13%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 13%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
13%
William E. Wilson Jr.
0.17%
DIMENSIONAL FUND ADVISORS LP
4.9%
STATE STREET CORP
4.2%
VANGUARD CAPITAL MANAGEMENT LLC
4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
13%
from 13D/G
|
$247,032,790
6,747,686 shares
|
— | 31 Mar 2026 |
| William E. Wilson Jr. |
3/4/5
Director
|
0.17%
|
$2,262,378
85,924 shares
|
— | 06 Jun 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
4.9%
|
$91,493,920
2,499,218 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
4.2%
|
$77,912,267
2,128,169 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4%
|
$74,483,155
2,034,503 shares
|
— | 31 Mar 2026 |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
Company
|
2.5%
|
$47,379,637
1,294,172 shares
|
— | 31 Mar 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP |
13F
Company
|
2.5%
|
$46,973,778
1,283,086 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.2%
|
$41,169,362
1,124,361 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 06 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 34 reporting-owner rows connected to Stellar Bancorp, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
34
Largest Forms 3/4/5 holder
Sheila G. Umphrey
Net 12M change
$0
Latest report
01 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Sheila G. Umphrey | Director | $31,085,131 | Mixed | 01 Oct 2022 | ||
| Glen W. Morgan | Director | $31,083,099 | Mixed | 01 Oct 2022 | ||
| George Martinez | Director | $7,586,501 | Mixed | 11 Sep 2023 | ||
| Tommy W. Lott | Director | $5,717,475 | Mixed | 01 Oct 2022 | ||
| J. Pat Parsons | Vice Chairman of the Bank | $3,208,315 | Mixed | 01 Oct 2022 | ||
| Jason D. Sirkel | Chief Banking Officer | $2,399,236 | Mixed | 01 Jul 2026 | ||
| William E. Wilson Jr. | Director | $2,262,378 | Mixed | 06 Jun 2025 | ||
| III William S. Nichols | Director | $1,923,882 | Mixed | 15 Mar 2023 | ||
| James L. Sturgeon | Sr. EVP of the Bank | $1,845,611 | Mixed | 01 Oct 2022 | ||
| Pigott R. T. Jr. | Chief Financial Officer | $1,672,257 | Mixed | 01 Feb 2022 | ||
| Michael A. Havard | Director | $1,484,523 | Mixed | 10 Jun 2024 | ||
| Shanna R. Kuzdzal | Sr. EVP, GC & Secretary | $959,388 | Mixed | 21 Oct 2022 | ||
| Travis L. Jaggers | President of the Bank | $326,213 | Mixed | 01 Oct 2022 | ||
| Deborah Dinsmore | SEVP/COO of the Bank | $209,010 | Mixed | 01 Oct 2022 | ||
| Tawn G. Vandenberg | Sr. EVP & Chief Admin. Officer | $114,968 | Mixed | 01 Nov 2021 | ||
| Cambrea R. Merriwether | EVP Executive Director of HR | $68,620 | Mixed | 01 Oct 2022 | ||
| Frances H. Jeter | Director | $0 | Mixed | 01 Jul 2026 | ||
| Okan I. Akin | Senior Executive VP, CRO | $0 | Mixed | 01 Jul 2026 | ||
| Justin M. Long | SEVP, GC & Secretary | $0 | Mixed | 01 Jul 2026 | ||
| Fred S. Robertson | Director | $0 | Mixed | 01 Jul 2026 |
Recent insider transactions for Stellar Bancorp, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jason D. Sirkel | STEL | Common Stock | Disposed to Issuer | -65,535 | $0 | 01 Jul 2026 | Direct | |||
| Fred S. Robertson | STEL | Common Stock | Disposed to Issuer | -100% | -82,377 | 0 | 01 Jul 2026 | By Robertson Family Trust | ||
| Fred S. Robertson | STEL | Common Stock | Disposed to Issuer | -100% | -18,084 | 0 | 01 Jul 2026 | Direct | ||
| Joe B. Swinbank | STEL | Common Stock | Disposed to Issuer | -100% | -101,600 | 0 | 01 Jul 2026 | By JBS/STS Grandchildren's Trust | ||
| Joe B. Swinbank | STEL | Common Stock | Disposed to Issuer | -100% | -61,114 | 0 | 01 Jul 2026 | By Swinbank Family Limited Partnership | ||
| Joe B. Swinbank | STEL | Common Stock | Disposed to Issuer | -100% | -170,596 | 0 | 01 Jul 2026 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Disposed to Issuer | -100% | -12,598 | 0 | 01 Jul 2026 | By SF Retzloff Family Limited Partnership, LTD. | ||
| Steven F. Retzloff | STEL | Common Stock | Disposed to Issuer | -100% | -378,240 | 0 | 01 Jul 2026 | By Retzloff Holdings, LTD. | ||
| Steven F. Retzloff | STEL | Common Stock | Disposed to Issuer | -100% | -25,531 | 0 | 01 Jul 2026 | By Retzloff Industries, Inc. | ||
| Steven F. Retzloff | STEL | Common Stock | Disposed to Issuer | -100% | -136,446 | 0 | 01 Jul 2026 | Direct | ||
| Joe F. West | STEL | Common Stock | Disposed to Issuer | -100% | -102,193 | 0 | 01 Jul 2026 | Direct | ||
| Joe Penland Sr. | STEL | Common Stock | Disposed to Issuer | -100% | -724,636 | 0 | 01 Jul 2026 | By Tram Road Partners LP | ||
| Joe Penland Sr. | STEL | Common Stock | Disposed to Issuer | -100% | -227,170 | 0 | 01 Jul 2026 | By Penland Foundation | ||
| Joe Penland Sr. | STEL | Common Stock | Disposed to Issuer | -100% | -4,000 | 0 | 01 Jul 2026 | By Quality Mat Company | ||
| Joe Penland Sr. | STEL | Common Stock | Disposed to Issuer | -100% | -585,320 | 0 | 01 Jul 2026 | Direct | ||
| Reagan A. Reaud | STEL | Common Stock | Disposed to Issuer | -100% | -500 | 0 | 01 Jul 2026 | By Reaud Holdings LLC | ||
| Reagan A. Reaud | STEL | Common Stock | Disposed to Issuer | -100% | -12,763 | 0 | 01 Jul 2026 | Direct | ||
| Laura D. Bellows | STEL | Common Stock | Disposed to Issuer | -100% | -2,230 | 0 | 01 Jul 2026 | Direct | ||
| Paul P. Egge | STEL | Common Stock | Disposed to Issuer | -100% | -68,594 | 0 | 01 Jul 2026 | Direct | ||
| John E. Williams Jr. | STEL | Common Stock | Disposed to Issuer | -100% | -500 | 0 | 01 Jul 2026 | By Spouse | ||
| John E. Williams Jr. | STEL | Common Stock | Disposed to Issuer | -100% | -1,285,316 | 0 | 01 Jul 2026 | Direct | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Disposed to Issuer | -100% | -418,843 | 0 | 01 Jul 2026 | Direct | ||
| Jon-Al Duplantier | STEL | Common Stock | Disposed to Issuer | -100% | -10,508 | 0 | 01 Jul 2026 | Direct | ||
| John Beckworth | STEL | Common Stock | Disposed to Issuer | -100% | -94,560 | 0 | 01 Jul 2026 | By Laura Hobby Beckworth 1999 WPH Trust | ||
| John Beckworth | STEL | Common Stock | Disposed to Issuer | -100% | -106,221 | 0 | 01 Jul 2026 | Direct | ||
| Tombar Tymothi O | STEL | Common Stock | Disposed to Issuer | -100% | -4,890 | 0 | 01 Jul 2026 | Direct | ||
| Okan I. Akin | STEL | Common Stock | Disposed to Issuer | -100% | -85,951 | 0 | 01 Jul 2026 | Direct | ||
| III Ramon A. Vitulli | STEL | Common Stock | Disposed to Issuer | -100% | -119,680 | 0 | 01 Jul 2026 | Direct | ||
| Cynthia A. Dopjera | STEL | Common Stock | Disposed to Issuer | -100% | -538 | 0 | 01 Jul 2026 | By Cynthia A. Dopjera Living Trust | ||
| Cynthia A. Dopjera | STEL | Common Stock | Disposed to Issuer | -100% | -10,895 | 0 | 01 Jul 2026 | Direct | ||
| Frances H. Jeter | STEL | Common Stock | Disposed to Issuer | -100% | -29,136 | 0 | 01 Jul 2026 | Direct | ||
| Justin M. Long | STEL | Common Stock | Disposed to Issuer | -100% | -53,093 | 0 | 01 Jul 2026 | Direct | ||
| Jason D. Sirkel | STEL | Common Stock | Options Exercise | 84.4% | 30,000 | 65,535 | 17 Jun 2026 | Direct | ||
| Jason D. Sirkel | STEL | Employee Stock Option (right to buy) | Options Exercise | -100% | -30,000 | 0 | 17 Jun 2026 | Direct | ||
| Fred S. Robertson | STEL | Common Stock | Gift | 2.78% | 2,230 | 82,377 | 06 May 2026 | By Robertson Family Trust | ||
| Fred S. Robertson | STEL | Common Stock | Gift | -11% | -2,230 | 18,084 | 06 May 2026 | Direct | ||
| Joe F. West | STEL | Common Stock | Tax liability | -0.66% | -676 | 102,193 | 15 Mar 2026 | Direct | ||
| III Ramon A. Vitulli | STEL | Common Stock | Tax liability | -1.09% | -1,318 | 119,680 | 15 Mar 2026 | Direct | ||
| Jason D. Sirkel | STEL | Common Stock | Tax liability | -1.23% | -444 | 35,535 | 15 Mar 2026 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Tax liability | -0.86% | -1,181 | 136,446 | 15 Mar 2026 | Direct | ||
| Justin M. Long | STEL | Common Stock | Tax liability | -1.47% | -796 | 53,315 | 15 Mar 2026 | Direct | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Tax liability | -0.91% | -3,837 | 418,843 | 15 Mar 2026 | Direct | ||
| Paul P. Egge | STEL | Common Stock | Tax liability | -1.43% | -993 | 68,594 | 15 Mar 2026 | Direct | ||
| Okan I. Akin | STEL | Common Stock | Tax liability | -0.71% | -618 | 85,951 | 15 Mar 2026 | Direct | ||
| Joe F. West | STEL | Common Stock | Award | 6.69% | 6,452 | 102,869 | 01 Mar 2026 | Direct | ||
| III Ramon A. Vitulli | STEL | Common Stock | Award | 11.1% | 12,082 | 120,998 | 01 Mar 2026 | Direct | ||
| Jason D. Sirkel | STEL | Common Stock | Award | 14.9% | 4,656 | 35,979 | 01 Mar 2026 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Award | 10.8% | 13,412 | 137,627 | 01 Mar 2026 | Direct | ||
| Justin M. Long | STEL | Common Stock | Award | 15% | 7,074 | 54,111 | 01 Mar 2026 | Direct | ||
| Paul P. Egge | STEL | Common Stock | Award | 15.1% | 9,142 | 69,587 | 01 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.