Based on data from the past 90 days ending January 21, 2026, Stellar Bancorp's three largest insider shareholders are Director John E Jr Williams (1.29Mn shares), Director Sheila G Umphrey (612.60K shares), Director Joe Sr Penland (589.32K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| John E Jr Williams | 1,285,816 | 10 Jun, 2025 | |
| Sheila G Umphrey | 612,601 | 04 Oct, 2022 | |
| Joe Sr Penland | 589,320 | 10 Jun, 2025 | |
| Glen W Morgan | 582,906 | 04 Oct, 2022 | |
| Robert R Jr Franklin | Chief Executive Officer | 396,285 | 05 Jan, 2026 |
| Joe B Swinbank | 231,710 | 10 Jun, 2025 | |
| Tommy W Lott | 225,132 | 04 Oct, 2022 | |
| John Beckworth | 200,781 | 10 Jun, 2025 | |
| George Martinez | 191,798 | 12 Sep, 2023 | |
| Steven F. Retzloff | Executive Chairman | 137,478 | 05 Jan, 2026 |
| J Pat Parsons | Vice Chairman Of The Bank | 126,331 | 04 Oct, 2022 |
| Iii Ramon A. Vitulli, | President | 109,651 | 05 Jan, 2026 |
| Fred S. Robertson | 100,461 | 10 Jun, 2025 | |
| Joe F West | Senior Executive Vp And Cco | 96,829 | 05 Jan, 2026 |
| Okan I. Akin | Senior Executive Vp And Cro | 81,224 | 05 Jan, 2026 |
| William E Jr Wilson | 73,924 | 10 Jun, 2025 | |
| James L Sturgeon | Sr. Evp Of The Bank | 72,673 | 07 Oct, 2022 |
| R T Jr Pigott | Chief Financial Officer | 65,847 | 03 Feb, 2022 |
| Michael A Havard | 64,883 | 12 Jun, 2024 | |
| Paul P Egge | Senior Executive Vp And Cfo | 61,029 | 05 Jan, 2026 |
| Justin M Long | Sevp And Gc & Secretary | 47,489 | 05 Jan, 2026 |
| Shanna R. Kuzdzal | Sr. Evp And Gc & Secretary | 37,777 | 25 Oct, 2022 |
| Frances H. Jeter | 29,136 | 11 Dec, 2025 | |
| Iii William S. Nichols, | 23,859 | 17 Mar, 2023 | |
| Travis L Jaggers | President Of The Bank | 12,845 | 04 Oct, 2022 |
| Reagan A Reaud | 12,763 | 10 Jun, 2025 | |
| Cynthia A Dopjera | 10,895 | 10 Jun, 2025 | |
| Jon-Al Duplantier | 10,508 | 10 Jun, 2025 | |
| Deborah Dinsmore | Sevp/Coo Of The Bank | 8,230 | 04 Oct, 2022 |
| Tymothi O. Tombar | 4,890 | 10 Jun, 2025 | |
| Tawn G. Vandenberg | Sr. Evp & Chief Admin. Officer | 4,527 | 03 Nov, 2021 |
| Cambrea R Merriwether | Evp Executive Director Of Hr | 2,702 | 04 Oct, 2022 |
| Laura D. Bellows | 2,230 | 13 Jun, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Dec, 2025 | Steven F. Retzloff | Common Stock | D | 1,323 | $30.94 | 124,880 | D | F |
| 31 Dec, 2025 | Iii Ramon A. Vitulli, | Common Stock | D | 595 | $30.94 | 109,651 | D | F |
| 31 Dec, 2025 | Paul P Egge | Common Stock | D | 446 | $30.94 | 61,029 | D | F |
| 31 Dec, 2025 | Robert R Jr Franklin | Common Stock | D | 2,617 | $30.94 | 396,285 | D | F |
| 31 Dec, 2025 | Joe F West | Common Stock | D | 315 | $30.94 | 96,829 | D | F |
| 31 Dec, 2025 | Okan I. Akin | Common Stock | D | 276 | $30.94 | 81,224 | D | F |
| 31 Dec, 2025 | Justin M Long | Common Stock | D | 374 | $30.94 | 47,489 | D | F |
| 09 Dec, 2025 | Frances H. Jeter | Common Stock | D | 155 | $0.00 | 29,136 | D | G |
| 09 Dec, 2025 | Frances H. Jeter | Common Stock | D | 630 | $0.00 | 29,606 | D | G |
| 09 Dec, 2025 | Frances H. Jeter | Common Stock | D | 315 | $0.00 | 29,291 | D | G |
| 01 Oct, 2025 | Steven F. Retzloff | Common Stock | D | 982 | $30.00 | 126,203 | D | F |
| 01 Oct, 2025 | Steven F. Retzloff | Common Stock | D | 5,784 | $0.00 | 127,185 | D | D |
| 01 Oct, 2025 | Iii Ramon A. Vitulli, | Common Stock | D | 1,803 | $30.00 | 110,246 | D | F |
| 01 Oct, 2025 | Paul P Egge | Common Stock | D | 1,513 | $30.00 | 61,475 | D | F |
| 01 Oct, 2025 | Robert R Jr Franklin | Common Stock | D | 10,961 | $0.00 | 400,642 | D | D |
| 01 Oct, 2025 | Robert R Jr Franklin | Common Stock | D | 1,740 | $30.00 | 398,902 | D | F |
| 01 Oct, 2025 | Joe F West | Common Stock | D | 1,032 | $30.00 | 97,144 | D | F |
| 01 Oct, 2025 | Okan I. Akin | Common Stock | D | 1,463 | $30.00 | 81,500 | D | F |
| 01 Oct, 2025 | Justin M Long | Common Stock | D | 1,391 | $30.00 | 47,863 | D | F |
| 27 Aug, 2025 | Frances H. Jeter | Common Stock | D | 80 | $0.00 | 30,236 | D | G |