Quick Takeaways
- STEL - Stellar Bancorp, Inc. has 34 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 34 Insiders of Stellar Bancorp, Inc.
- Symbol
- STEL on NYSE
- Location
- Houston, TX
What Changed
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 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 |
Stellar Bancorp, Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Joe Penland Sr. | Director | $40,577,846 | Mixed | 06 Jun 2025 | ||
| John E. Williams Jr. | Director | $33,855,535 | Mixed | 06 Jun 2025 | ||
| Sheila G. Umphrey | Director | $31,085,131 | Mixed | 01 Oct 2022 | ||
| Glen W. Morgan | Director | $31,083,099 | Mixed | 01 Oct 2022 | ||
| Steven F. Retzloff | Executive Chairman, Director | $21,659,290 | Mixed | 15 Mar 2026 | ||
| Robert R. Franklin Jr. | Chief Executive Officer, Director | $16,410,268 | Mixed | 15 Mar 2026 | ||
| Joe B. Swinbank | Director | $8,776,052 | Mixed | 06 Jun 2025 | ||
| George Martinez | Director | $7,586,501 | Mixed | 11 Sep 2023 | ||
| Tommy W. Lott | Director | $5,717,475 | Mixed | 01 Oct 2022 | ||
| John Beckworth | Director | $5,286,562 | Mixed | 06 Jun 2025 | ||
| III Ramon A. Vitulli | President | $4,689,062 | Mixed | 15 Mar 2026 | ||
| Joe F. West | Senior Executive VP, CCO | $4,003,921 | Mixed | 15 Mar 2026 | ||
| Fred S. Robertson | Director | $3,677,876 | Median | 06 May 2026 | ||
| Okan I. Akin | Senior Executive VP, CRO | $3,367,560 | Mixed | 15 Mar 2026 | ||
| J. Pat Parsons | Vice Chairman of the Bank | $3,208,315 | Mixed | 01 Oct 2022 | ||
| Paul P. Egge | Senior Executive VP, CFO | $2,687,512 | Mixed | 15 Mar 2026 | ||
| William E. Wilson Jr. | Director | $2,262,378 | Mixed | 06 Jun 2025 | ||
| Justin M. Long | SEVP, GC & Secretary | $2,088,881 | Mixed | 15 Mar 2026 | ||
| 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 | ||
| Jason D. Sirkel | Chief Banking Officer | $1,392,261 | Mixed | 15 Mar 2026 | ||
| Shanna R. Kuzdzal | Sr. EVP, GC & Secretary | $959,388 | Mixed | 21 Oct 2022 | ||
| Frances H. Jeter | Director | $874,954 | Mixed | 09 Dec 2025 | ||
| Reagan A. Reaud | Director | $349,214 | Mixed | 06 Jun 2025 | ||
| Travis L. Jaggers | President of the Bank | $326,213 | Mixed | 01 Oct 2022 | ||
| Cynthia A. Dopjera | Director | $301,030 | Mixed | 06 Jun 2025 | ||
| Jon-Al Duplantier | Director | $276,675 | Mixed | 06 Jun 2025 | ||
| Deborah Dinsmore | SEVP/COO of the Bank | $209,010 | Mixed | 01 Oct 2022 | ||
| Tombar Tymothi O | Director | $128,753 | Mixed | 06 Jun 2025 | ||
| 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 | ||
| Laura D. Bellows | Director | $58,715 | Mixed | 06 Jun 2025 |
Top shareholders of Stellar Bancorp, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
13%
from 13D/G
|
6,747,686
|
$247,032,790 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.9%
|
2,499,218
|
$91,493,920 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
4.2%
|
2,128,169
|
$77,912,267 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
4%
|
2,034,503
|
$74,483,155 | — | 31 Mar 2026 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
2.5%
|
1,294,172
|
$47,379,637 | — | 31 Mar 2026 | |
| KING LUTHER CAPITAL MANAGEMENT CORP |
13F
|
Company |
2.5%
|
1,283,086
|
$46,973,778 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,124,361
|
$41,169,362 | — | 31 Mar 2026 | |
| Joe Penland Sr. |
3/4/5
|
Director |
3%
|
1,541,126
|
$40,577,846 | — | 06 Jun 2025 | |
| John E. Williams Jr. |
3/4/5
|
Director |
2.5%
|
1,285,816
|
$33,855,535 | — | 06 Jun 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
1.7%
|
890,393
|
$32,597,288 | — | 31 Mar 2026 | |
| Sheila G. Umphrey |
3/4/5
|
Director |
—
class O/S missing
|
1,224,012
|
$31,085,131 | — | 01 Oct 2022 | |
| Glen W. Morgan |
3/4/5
|
Director |
—
class O/S missing
|
1,223,932
|
$31,083,099 | — | 01 Oct 2022 | |
| Magnetar Financial LLC |
13F
|
Company |
1.6%
|
812,216
|
$29,735,228 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
740,348
|
$27,104,140 | — | 31 Mar 2026 | |
| AQR Arbitrage LLC |
13F
|
Company |
1.3%
|
685,808
|
$25,107,431 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.3%
|
640,400
|
$23,067,208 | — | 31 Mar 2026 | |
| Steven F. Retzloff |
3/4/5
|
Executive Chairman, Director |
1.1%
|
552,815
|
$21,659,290 | — | 15 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.2%
|
589,476
|
$21,580,716 | — | 31 Mar 2026 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
1%
|
532,000
|
$19,476,520 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.92%
|
470,528
|
$17,226,030 | — | 31 Mar 2026 | |
| Robert R. Franklin Jr. |
3/4/5
|
Chief Executive Officer, Director |
0.82%
|
418,843
|
$16,410,268 | — | 15 Mar 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.86%
|
439,625
|
$16,094,672 | — | 31 Mar 2026 | |
| WATER ISLAND CAPITAL LLC |
13F
|
Company |
0.84%
|
431,231
|
$15,787,367 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.83%
|
422,546
|
$15,469,409 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.8%
|
411,666
|
$15,071,091 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.79%
|
404,720
|
$14,816,873 | — | 31 Mar 2026 | |
| TORONTO DOMINION BANK |
13F
|
Company |
0.75%
|
381,400
|
$13,963,054 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.64%
|
327,066
|
$11,973,877 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.64%
|
325,715
|
$11,924,426 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.61%
|
314,250
|
$11,505,000 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.58%
|
294,462
|
$10,780,254 | — | 31 Mar 2026 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.55%
|
279,753
|
$10,241,757 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
0.54%
|
277,802
|
$10,170,332 | — | 31 Mar 2026 | |
| Joe B. Swinbank |
3/4/5
|
Director |
0.65%
|
333,310
|
$8,776,052 | — | 06 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
222,055
|
$8,129,434 | — | 31 Mar 2026 | |
| George Martinez |
3/4/5
|
Director |
—
class O/S missing
|
298,727
|
$7,586,501 | — | 11 Sep 2023 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
0.4%
|
206,532
|
$7,561,137 | — | 31 Mar 2026 | |
| Verition Fund Management LLC |
13F
|
Company |
0.37%
|
189,836
|
$6,949,896 | — | 31 Mar 2026 | |
| ALPINE ASSOCIATES MANAGEMENT INC. |
13F
|
Company |
0.37%
|
188,650
|
$6,906,476 | — | 31 Mar 2026 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.32%
|
163,437
|
$5,983,429 | — | 31 Mar 2026 | |
| Callahan Advisors, LLC |
13F
|
Company |
0.32%
|
162,161
|
$5,936,707 | — | 31 Mar 2026 | |
| ABC ARBITRAGE SA |
13F
|
Company |
0.31%
|
159,824
|
$5,851,157 | — | 31 Mar 2026 | |
| Tommy W. Lott |
3/4/5
|
Director |
—
class O/S missing
|
225,132
|
$5,717,475 | — | 01 Oct 2022 | |
| FOCUS Wealth Advisors, LLC |
13F
|
Company |
0.3%
|
151,926
|
$5,562,028 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.29%
|
149,986
|
$5,490,987 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.29%
|
149,197
|
$5,462,102 | — | 31 Mar 2026 | |
| John Beckworth |
3/4/5
|
Director |
0.39%
|
200,781
|
$5,286,562 | — | 06 Jun 2025 | |
| GARDNER LEWIS ASSET MANAGEMENT L P |
13F
|
Company |
0.28%
|
143,313
|
$5,246,689 | — | 31 Mar 2026 | |
| III Ramon A. Vitulli |
3/4/5
|
President |
0.23%
|
119,680
|
$4,689,062 | — | 15 Mar 2026 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.25%
|
127,928
|
$4,683,426 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for Stellar Bancorp, Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Award | 6.98% | 27,595 | 422,680 | 01 Mar 2026 | Direct | ||
| Okan I. Akin | STEL | Common Stock | Award | 7.06% | 5,710 | 86,569 | 01 Mar 2026 | Direct | ||
| Jason D. Sirkel | STEL | Common Stock | Tax liability | -0.83% | -263 | 31,323 | 01 Mar 2026 | Direct | ||
| Joe F. West | STEL | Common Stock | Tax liability | -0.43% | -412 | 96,417 | 01 Mar 2026 | Direct | ||
| III Ramon A. Vitulli | STEL | Common Stock | Tax liability | -0.67% | -735 | 108,916 | 01 Mar 2026 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Tax liability | -0.53% | -665 | 124,215 | 01 Mar 2026 | Direct | ||
| Justin M. Long | STEL | Common Stock | Tax liability | -0.95% | -452 | 47,037 | 01 Mar 2026 | Direct | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Tax liability | -0.3% | -1,200 | 395,085 | 01 Mar 2026 | Direct | ||
| Paul P. Egge | STEL | Common Stock | Tax liability | -0.96% | -584 | 60,445 | 01 Mar 2026 | Direct | ||
| Okan I. Akin | STEL | Common Stock | Tax liability | -0.45% | -365 | 80,859 | 01 Mar 2026 | Direct | ||
| Joe F. West | STEL | Common Stock | Tax liability | -0.32% | -315 | 96,829 | 31 Dec 2025 | Direct | ||
| III Ramon A. Vitulli | STEL | Common Stock | Tax liability | -0.54% | -595 | 109,651 | 31 Dec 2025 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Tax liability | -1.05% | -1,323 | 124,880 | 31 Dec 2025 | Direct | ||
| Justin M. Long | STEL | Common Stock | Tax liability | -0.78% | -374 | 47,489 | 31 Dec 2025 | Direct | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Tax liability | -0.66% | -2,617 | 396,285 | 31 Dec 2025 | Direct | ||
| Paul P. Egge | STEL | Common Stock | Tax liability | -0.73% | -446 | 61,029 | 31 Dec 2025 | Direct | ||
| Okan I. Akin | STEL | Common Stock | Tax liability | -0.34% | -276 | 81,224 | 31 Dec 2025 | Direct | ||
| Frances H. Jeter | STEL | Common Stock | Gift | -3.64% | -1,100 | 29,136 | 09 Dec 2025 | Direct | ||
| Joe F. West | STEL | Common Stock | Tax liability | -1.05% | -1,032 | 97,144 | 01 Oct 2025 | Direct | ||
| III Ramon A. Vitulli | STEL | Common Stock | Tax liability | -1.61% | -1,803 | 110,246 | 01 Oct 2025 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Tax liability | -0.77% | -982 | 126,203 | 01 Oct 2025 | Direct | ||
| Steven F. Retzloff | STEL | Common Stock | Disposed to Issuer | -4.35% | -5,784 | 127,185 | 01 Oct 2025 | Direct | ||
| Justin M. Long | STEL | Common Stock | Tax liability | -2.82% | -1,391 | 47,863 | 01 Oct 2025 | Direct | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Tax liability | -0.43% | -1,740 | 398,902 | 01 Oct 2025 | Direct | ||
| Robert R. Franklin Jr. | STEL | Common Stock | Disposed to Issuer | -2.66% | -10,961 | 400,642 | 01 Oct 2025 | Direct | ||
| Paul P. Egge | STEL | Common Stock | Tax liability | -2.4% | -1,513 | 61,475 | 01 Oct 2025 | Direct | ||
| Okan I. Akin | STEL | Common Stock | Tax liability | -1.76% | -1,463 | 81,500 | 01 Oct 2025 | Direct | ||
| Frances H. Jeter | STEL | Common Stock | Gift | -0.26% | -80 | 30,236 | 27 Aug 2025 | Direct | ||
| Justin M. Long | STEL | Common Stock | Other | -0.37% | -181 | 49,254 | 13 Jun 2025 | Direct | ||
| Laura D. Bellows | STEL | Common Stock | Award | 2,230 | 2,230 | 06 Jun 2025 | Direct | |||
| Joe B. Swinbank | STEL | Common Stock | Award | 1.08% | 2,230 | 208,437 | 06 Jun 2025 | Direct | ||
| Fred S. Robertson | STEL | Common Stock | Award | 12.3% | 2,230 | 20,314 | 06 Jun 2025 | Direct | ||
| William E. Wilson Jr. | STEL | Common Stock | Award | 3.11% | 2,230 | 73,924 | 06 Jun 2025 | Direct | ||
| John E. Williams Jr. | STEL | Common Stock | Award | 0.17% | 2,230 | 1,285,316 | 06 Jun 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.