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 27 Apr 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 | Market | 15 Mar 2026 | ||
| Robert R. Franklin Jr. | Chief Executive Officer, Director | $16,410,268 | Market | 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 | Market | 15 Mar 2026 | ||
| Joe F. West | Senior Executive VP, CCO | $4,003,921 | Market | 15 Mar 2026 | ||
| Okan I. Akin | Senior Executive VP, CRO | $3,367,560 | Market | 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 | Market | 15 Mar 2026 | ||
| Fred S. Robertson | Director | $2,645,137 | Mixed | 21 May 2025 | ||
| William E. Wilson Jr. | Director | $2,262,378 | Mixed | 06 Jun 2025 | ||
| Justin M. Long | SEVP, GC & Secretary | $2,088,881 | Market | 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 | Market | 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
|
6,737,575
|
$208,460,576 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.4%
|
3,275,827
|
$101,354,087 | — | 31 Dec 2025 | |
| North Reef Capital Management LP |
13D/G
13F
|
Company |
5.6%
|
2,875,245
|
$88,960,080 | $0 | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.6%
|
2,345,083
|
$72,555,912 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
2,073,372
|
$64,150,130 | — | 31 Dec 2025 | |
| Joe Penland Sr. |
3/4/5
|
Director |
3%
|
1,541,126
|
$40,577,846 | — | 06 Jun 2025 | |
| KING LUTHER CAPITAL MANAGEMENT CORP |
13F
|
Company |
2.5%
|
1,283,086
|
$39,698,681 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.2%
|
1,112,352
|
$34,416,171 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,102,956
|
$34,129,649 | — | 31 Dec 2025 | |
| John E. Williams Jr. |
3/4/5
|
Director |
2.5%
|
1,285,816
|
$33,855,535 | — | 06 Jun 2025 | |
| 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 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
732,101
|
$22,651,204 | — | 31 Dec 2025 | |
| Steven F. Retzloff |
3/4/5
|
Executive Chairman, Director |
1.1%
|
552,815
|
$21,659,290 | — | 15 Mar 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.2%
|
617,207
|
$19,096,384 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
560,495
|
$17,341,715 | — | 31 Dec 2025 | |
| Robert R. Franklin Jr. |
3/4/5
|
Chief Executive Officer, Director |
0.82%
|
418,843
|
$16,410,268 | — | 15 Mar 2026 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1%
|
514,630
|
$15,922,652 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.84%
|
429,115
|
$13,276,819 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.84%
|
427,774
|
$13,235,328 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.77%
|
396,489
|
$12,267,370 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.73%
|
374,982
|
$11,601,994 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.7%
|
358,521
|
$11,092,640 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.61%
|
312,474
|
$9,667,000 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.58%
|
296,470
|
$9,172,782 | — | 31 Dec 2025 | |
| Joe B. Swinbank |
3/4/5
|
Director |
0.65%
|
333,310
|
$8,776,052 | — | 06 Jun 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.54%
|
278,330
|
$8,611,530 | — | 31 Dec 2025 | |
| George Martinez |
3/4/5
|
Director |
—
class O/S missing
|
298,727
|
$7,586,501 | — | 11 Sep 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
219,605
|
$6,794,579 | — | 31 Dec 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
0.4%
|
203,687
|
$6,302,075 | — | 31 Dec 2025 | |
| Tommy W. Lott |
3/4/5
|
Director |
—
class O/S missing
|
225,132
|
$5,717,475 | — | 01 Oct 2022 | |
| UBS Group AG |
13F
|
Company |
0.34%
|
172,890
|
$5,349,217 | — | 31 Dec 2025 | |
| John Beckworth |
3/4/5
|
Director |
0.39%
|
200,781
|
$5,286,562 | — | 06 Jun 2025 | |
| Callahan Advisors, LLC |
13F
|
Company |
0.32%
|
162,234
|
$5,019,519 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.31%
|
159,467
|
$4,933,909 | — | 31 Dec 2025 | |
| FOCUS Wealth Advisors, LLC |
13F
|
Company |
0.3%
|
151,926
|
$4,700,605 | — | 31 Dec 2025 | |
| III Ramon A. Vitulli |
3/4/5
|
President |
0.23%
|
119,680
|
$4,689,062 | — | 15 Mar 2026 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.29%
|
147,108
|
$4,551,522 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.28%
|
143,531
|
$4,440,849 | — | 31 Dec 2025 | |
| Joe F. West |
3/4/5
|
Senior Executive VP, CCO |
0.2%
|
102,193
|
$4,003,921 | — | 15 Mar 2026 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.25%
|
128,529
|
$3,976,671 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.25%
|
125,634
|
$3,887,116 | — | 31 Dec 2025 | |
| Jain Global LLC |
13F
|
Company |
0.24%
|
122,919
|
$3,803,114 | — | 31 Dec 2025 | |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
13F
|
Company |
0.24%
|
121,456
|
$3,757,847 | — | 31 Dec 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.24%
|
120,797
|
$3,737,459 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.23%
|
115,749
|
$3,581,275 | — | 31 Dec 2025 | |
| Okan I. Akin |
3/4/5
|
Senior Executive VP, CRO |
0.17%
|
85,951
|
$3,367,560 | — | 15 Mar 2026 | |
| J. Pat Parsons |
3/4/5
|
Vice Chairman of the Bank |
—
class O/S missing
|
126,331
|
$3,208,315 | — | 01 Oct 2022 | |
| Nuveen, LLC |
13F
|
Company |
0.2%
|
100,821
|
$3,119,401 | — | 31 Dec 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.19%
|
98,609
|
$3,051,000 | — | 31 Dec 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Tombar Tymothi O | STEL | Common Stock | Award | 83.8% | 2,230 | 4,890 | 06 Jun 2025 | Direct | ||
| Reagan A. Reaud | STEL | Common Stock | Award | 21.2% | 2,230 | 12,763 | 06 Jun 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.