According to recent filings covering the 90 days ending December 31, 2025, the three most significant insider holders at Stellar Bancorp are Chief Executive Officer Robert R Jr Franklin (398.90K shares), Executive Chairman Steven F. Retzloff (138.80K shares), President Iii Ramon A. Vitulli, (110.25K 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 | 398,902 | 03 Oct, 2025 |
| 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 | 138,801 | 03 Oct, 2025 |
| J Pat Parsons | Vice Chairman Of The Bank | 126,331 | 04 Oct, 2022 |
| Iii Ramon A. Vitulli, | President | 110,246 | 03 Oct, 2025 |
| Fred S. Robertson | 100,461 | 10 Jun, 2025 | |
| Joe F West | Senior Executive Vp And Cco | 97,144 | 03 Oct, 2025 |
| Okan I. Akin | Senior Executive Vp And Cro | 81,500 | 03 Oct, 2025 |
| 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 | 61,475 | 03 Oct, 2025 |
| Justin M Long | Sevp And Gc & Secretary | 47,863 | 03 Oct, 2025 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 09 Dec, 2025 | Frances H. Jeter | Common Stock | D | 155 | $0.00 | 29,136 | D | G |
| 01 Oct, 2025 | Iii Ramon A. Vitulli, | Common Stock | D | 1,803 | $30.00 | 110,246 | D | F |
| 01 Oct, 2025 | Justin M Long | Common Stock | D | 1,391 | $30.00 | 47,863 | D | F |
| 01 Oct, 2025 | Okan I. Akin | Common Stock | D | 1,463 | $30.00 | 81,500 | D | F |
| 01 Oct, 2025 | Steven F. Retzloff | Common Stock | D | 5,784 | $0.00 | 127,185 | D | D |
| 01 Oct, 2025 | Robert R Jr Franklin | Common Stock | D | 10,961 | $0.00 | 400,642 | D | D |
| 01 Oct, 2025 | Joe F West | Common Stock | D | 1,032 | $30.00 | 97,144 | D | F |
| 01 Oct, 2025 | Paul P Egge | Common Stock | D | 1,513 | $30.00 | 61,475 | D | F |
| 01 Oct, 2025 | Steven F. Retzloff | Common Stock | D | 982 | $30.00 | 126,203 | D | F |
| 01 Oct, 2025 | Robert R Jr Franklin | Common Stock | D | 1,740 | $30.00 | 398,902 | D | F |
| 27 Aug, 2025 | Frances H. Jeter | Common Stock | D | 80 | $0.00 | 30,236 | D | G |
| 13 Jun, 2025 | Justin M Long | - | - | 49,254 | D | |||
| 13 Jun, 2025 | Justin M Long | Common Stock | D | 181 | $0.00 | 49,254 | D | J |
| 06 Jun, 2025 | John Beckworth | - | - | 106,221 | D | |||
| 06 Jun, 2025 | John E Jr Williams | Common Stock | A | 2,230 | $0.00 | 1,285,316 | D | A |
| 06 Jun, 2025 | William E Jr Wilson | Common Stock | A | 2,230 | $0.00 | 73,924 | D | A |
| 06 Jun, 2025 | Laura D. Bellows | Common Stock | A | 2,230 | $0.00 | 2,230 | D | A |
| 06 Jun, 2025 | Jon-Al Duplantier | Common Stock | A | 2,230 | $0.00 | 10,508 | D | A |