OBKTXSEState Commercial BanksFiscal year ends December 31
Origin Bancorp, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$51.08−0.52 (-1.01%)
Close on Oct 19, 2026
- Market cap
- $1.59B
- P/E (TTM)
- 16.0
- Dividend yield
- 1.17%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
67.8%
21M of 31M shares
Institutional holders
204
32 new, 14 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
18 buys · 1 sales
Net bought $1.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,459,491 | 8.00% | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 1,565,617 | 5.10% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OBK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,584,470 | 8.38% | $132.20M | +114,027 | 0.00% |
| Dimensional Fund Advisors LP | 1,483,911 | 4.81% | $75.90M | +58,691 | 0.01% |
| Vanguard Capital Management LLC | 1,303,783 | 4.23% | $66.69M | −26,450 | 0.00% |
| State Street Corp | 1,125,791 | 3.65% | $57.59M | +140,911 | 0.00% |
| Silvercrest Asset Management Group LLC | 1,046,519 | 3.39% | $53.53M | −83,758 | 0.35% |
| Goldman Sachs Group Inc | 821,653 | 2.66% | $42.03M | −65,122 | 0.00% |
| Geode Capital Management, LLC | 754,340 | 2.45% | $38.59M | +40,665 | 0.00% |
| Kennedy Capital Management LLC | 669,700 | 2.17% | $34.26M | −33,335 | 0.61% |
| Royce & Associates LP | 666,284 | 2.16% | $34.08M | −180,943 | 0.27% |
| American Century Companies Inc | 653,054 | 2.12% | $33.40M | −479 | 0.01% |
| Millennium Management LLC | 556,437 | 1.80% | $28.46M | +219,208 | 0.01% |
| Wellington Management Group Llp | 518,389 | 1.68% | $26.52M | +5,737 | 0.00% |
| Basswood Capital Management, L.L.C. | 418,193 | 1.36% | $21.39M | +14,238 | 0.85% |
| Loomis Sayles & Co L P | 394,735 | 1.28% | $20.19M | New | 0.03% |
| Bank of New York Mellon Corp | 370,832 | 1.20% | $18.97M | +1,425 | 0.00% |
| Tributary Capital Management, LLC | 346,638 | 1.12% | $17.73M | −10,306 | 1.46% |
| JPMorgan Chase & Co | 341,641 | 1.11% | $17.63M | +47,734 | 0.00% |
| Nuveen, LLC | 316,350 | 1.03% | $16.18M | +3,002 | 0.00% |
| Aqr Capital Management LLC | 305,742 | 0.99% | $15.64M | +46,893 | 0.01% |
| Endeavour Capital Advisors Inc | 291,493 | 0.94% | $14.91M | −11,497 | 3.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 204 | 21M | 67.8% | 32 / 77 | 61 / 14 | 2M | 1M |
| Q1 2026 | 190 | 20M | 66.1% | 34 / 78 | 42 / 27 | 4M | 1M |
| Q4 2025 | 187 | 19M | 62.9% | 19 / 70 | 67 / 19 | 2M | 1M |
| Q3 2025 | 191 | 19M | 62.6% | 26 / 72 | 54 / 7 | 2M | 2M |
| Q2 2025 | 173 | 19M | 62.8% | 20 / 65 | 57 / 20 | 2M | 2M |
| Q1 2025 | 174 | 19M | 62.5% | 30 / 63 | 52 / 15 | 2M | 1M |
| Q4 2024 | 162 | 19M | 60.1% | 17 / 66 | 48 / 18 | 2M | 1M |
| Q3 2024 | 165 | 18M | 57.9% | 19 / 60 | 46 / 12 | 4M | 1M |
| Q2 2024 | 159 | 18M | 56.8% | 29 / 71 | 33 / 10 | 1M | 1M |
| Q1 2024 | 141 | 17M | 55.5% | 19 / 45 | 47 / 21 | 1M | 1M |
| Q4 2023 | 144 | 17M | 55.4% | 32 / 44 | 48 / 6 | 1M | 1M |
| Q3 2023 | 118 | 17M | 54.7% | 13 / 58 | 31 / 7 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OBK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 938,993 | 3.04% | $48.03M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 797,768 | 2.59% | $40.81M | 0.05% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 521,493 | 1.69% | $24.85M | 0.09% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 333,640 | 1.08% | $17.07M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 328,374 | 1.06% | $17.97M | 0.05% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 303,226 | 0.98% | $15.51M | 0.15% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 289,499 | 0.94% | $15.84M | 0.08% | Jul 31, 2026 |
| Royce Small-Cap Total Return Fund | 279,498 | 0.91% | $14.30M | 1.51% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 275,808 | 0.89% | $14.11M | 0.10% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 260,347 | 0.84% | $13.32M | 0.28% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 254,776 | 0.83% | $13.03M | 0.01% | Jun 30, 2026 |
| Loomis Sayles Small Cap Growth Fund | 213,618 | 0.69% | $10.93M | 0.48% | Jun 30, 2026 |
| Tributary Small Company Fund | 205,096 | 0.66% | $10.49M | 1.56% | Jun 30, 2026 |
| Goldman Sachs Small Cap Value Fund | 204,377 | 0.66% | $9.74M | 1.04% | May 31, 2026 |
| RMB Mendon Financial Services Fund | 200,000 | 0.65% | $10.23M | 3.96% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Drake Mills | Chairman, President and CEO, Director | 259,269 | 0.84% | Jun 18, 2026 |
| Willliam J. Wallace IV | Chief Financial Officer | 23,400 | 0.08% | Aug 21, 2026 |
| Martin Lance Hall | OBK COO, Origin Bank Pres&CEO | 68,432 | 0.22% | May 22, 2026 |
| Stephen H. Brolly | Chief Accounting Officer | 31,177 | 0.10% | May 22, 2026 |
| Jim Crotwell | Chief Risk Officer | 51,364 | 0.17% | May 22, 2026 |
| Preston Moore | Chief Credit & Banking Officer | 74,311 | 0.24% | May 22, 2026 |
| Derek McGee | Chief Legal Counsel | 22,475 | 0.07% | May 22, 2026 |
| Bartlett H. Dugdale | Dir Inv Ptnrshp/Forth Ins CEO | 6,900 | 0.02% | Apr 28, 2026 |
| Meryl Kennedy Farr | Director | 10,868 | 0.04% | Aug 21, 2026 |
| Cecil W. Jones | Director | 17,647 | 0.06% | Aug 10, 2026 |
| Michael Aubrey Jones | Director | 210,674 | 0.68% | Aug 5, 2026 |
| James E. Davison Jr. | Director | 674,592 | 2.19% | May 22, 2026 |
| Andrea La'Verne Edney | Director | 7,629 | 0.02% | Apr 30, 2026 |
| James Samuel D'Agostino Jr. | Director | 67,210 | 0.22% | Apr 30, 2026 |
| Richard J. Gallot Jr. | Director | 10,761 | 0.03% | Apr 30, 2026 |
| Stacey W. Goff | Director | 9,914 | 0.03% | Apr 30, 2026 |
| Gary E. Luffey | Director | 161,780 | 0.52% | Apr 30, 2026 |
| Daniel Chu | Director | 5,459 | 0.02% | May 21, 2025 |
| Lori Sirman | Director | 120,821 | 0.39% | Feb 21, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Meryl Kennedy Farr Director | Aug 20, 2026 | Option exercise | +407 | – | – | 3,205 |
| Willliam J. Wallace IV Chief Financial Officer | Aug 19, 2026 | Option exercise | +2,226 | – | – | 19,639 |
| Willliam J. Wallace IV Chief Financial Officer | Aug 19, 2026 | Tax withholding | −593 | $52.51 | $31.14K | 19,046 |
| Cecil W. Jones Director | Aug 7, 2026 | Buy | +3,700 | $53.86 | $199.28K | 17,647 |
| Michael Aubrey Jones Director | Aug 5, 2026 | Gift | −500 | – | – | 210,674 |
| Drake Mills Chairman, President and CEO, Director | Jun 17, 2026 | Option exercise | +25,947 | – | – | 196,640 |
| Drake Mills Chairman, President and CEO, Director | Jun 17, 2026 | Tax withholding | −10,338 | $48.71 | $503.56K | 186,302 |
| James E. Davison Jr. Director | May 21, 2026 | Other | −336,715 | – | – | 337,877 |
| James E. Davison Jr. Director | May 21, 2026 | Other | +97,573 | – | – | 97,573 |
| James E. Davison Jr. Director | May 21, 2026 | Other | +97,574 | – | – | 97,574 |
| James E. Davison Jr. Director | May 21, 2026 | Other | +97,572 | – | – | 97,572 |
| James E. Davison Jr. Director | May 21, 2026 | Other | +43,996 | – | – | 43,996 |
| Meryl Kennedy Farr Director | May 20, 2026 | Option exercise | +523 | – | – | 1,939 |
| Meryl Kennedy Farr Director | May 20, 2026 | Option exercise | +152 | – | – | 2,798 |
| Stephen H. Brolly Chief Accounting Officer | May 20, 2026 | Tax withholding | −231 | $47.38 | $10.94K | 23,727 |
| Stephen H. Brolly Chief Accounting Officer | May 20, 2026 | Option exercise | +839 | – | – | 23,958 |
| Jim Crotwell Chief Risk Officer | May 20, 2026 | Option exercise | +858 | – | – | 12,863 |
| Jim Crotwell Chief Risk Officer | May 20, 2026 | Tax withholding | −219 | $47.38 | $10.38K | 12,644 |
| Derek McGee Chief Legal Counsel | May 20, 2026 | Option exercise | +1,199 | – | – | 20,301 |
| Derek McGee Chief Legal Counsel | May 20, 2026 | Tax withholding | −391 | $47.38 | $18.53K | 19,910 |
| Preston Moore Chief Credit & Banking Officer | May 20, 2026 | Option exercise | +959 | – | – | 56,643 |
| Martin Lance Hall OBK COO, Origin Bank Pres&CEO | May 20, 2026 | Option exercise | +1,514 | – | – | 32,913 |
| Martin Lance Hall OBK COO, Origin Bank Pres&CEO | May 20, 2026 | Tax withholding | −619 | $47.38 | $29.33K | 32,294 |
| Drake Mills Chairman, President and CEO, Director | May 20, 2026 | Option exercise | +5,061 | – | – | 172,761 |
| Drake Mills Chairman, President and CEO, Director | May 20, 2026 | Tax withholding | −2,068 | $47.38 | $97.98K | 170,693 |
| Willliam J. Wallace IV Chief Financial Officer | May 20, 2026 | Tax withholding | −271 | $47.38 | $12.84K | 16,562 |
| Willliam J. Wallace IV Chief Financial Officer | May 20, 2026 | Option exercise | +959 | – | – | 16,833 |
| Michael Aubrey Jones Director | May 13, 2026 | Gift | −1,000 | – | – | 211,174 |
| Cecil W. Jones Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 13,947 |
| Michael Aubrey Jones Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 212,174 |
| James Samuel D'Agostino Jr. Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 49,079 |
| Meryl Kennedy Farr Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 7,629 |
| James E. Davison Jr. Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 674,592 |
| Gary E. Luffey Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 161,780 |
| Richard J. Gallot Jr. Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 10,761 |
| Stacey W. Goff Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 9,914 |
| Andrea La'Verne Edney Director | Apr 28, 2026 | Award | +1,162 | $47.35 | $55.02K | 7,629 |
| Cecil W. Jones Director | Feb 24, 2026 | Small purchase | +43 | $36.52 | $1.57K | 12,785 |
| Derek McGee Chief Legal Counsel | Feb 20, 2026 | Option exercise | +1,003 | – | – | 19,438 |
| Derek McGee Chief Legal Counsel | Feb 20, 2026 | Tax withholding | −336 | $43.97 | $14.77K | 19,102 |
| Jim Crotwell Chief Risk Officer | Feb 20, 2026 | Tax withholding | −229 | $43.97 | $10.07K | 12,005 |
| Jim Crotwell Chief Risk Officer | Feb 20, 2026 | Option exercise | +718 | – | – | 12,234 |
| Willliam J. Wallace IV Chief Financial Officer | Feb 20, 2026 | Option exercise | +802 | – | – | 16,151 |
| Willliam J. Wallace IV Chief Financial Officer | Feb 20, 2026 | Tax withholding | −277 | $43.97 | $12.18K | 15,874 |
| Stephen H. Brolly Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −309 | $43.97 | $13.59K | 23,119 |
| Stephen H. Brolly Chief Accounting Officer | Feb 20, 2026 | Option exercise | +702 | – | – | 23,428 |
| Martin Lance Hall OBK COO, Origin Bank Pres&CEO | Feb 20, 2026 | Tax withholding | −564 | $43.97 | $24.80K | 31,399 |
| Martin Lance Hall OBK COO, Origin Bank Pres&CEO | Feb 20, 2026 | Option exercise | +1,266 | – | – | 31,963 |
| Preston Moore Chief Credit & Banking Officer | Feb 20, 2026 | Option exercise | +802 | – | – | 55,684 |
| Drake Mills Chairman, President and CEO, Director | Feb 20, 2026 | Tax withholding | −1,761 | $43.97 | $77.43K | 167,700 |
| Drake Mills Chairman, President and CEO, Director | Feb 20, 2026 | Option exercise | +4,232 | – | – | 169,461 |
| Derek McGee Chief Legal Counsel | Feb 18, 2026 | Option exercise | +2,233 | – | – | 19,200 |
| Derek McGee Chief Legal Counsel | Feb 18, 2026 | Tax withholding | −765 | $43.73 | $33.45K | 18,435 |
| Preston Moore Chief Credit & Banking Officer | Feb 17, 2026 | Option exercise | +799 | – | – | 55,681 |
| Preston Moore Chief Credit & Banking Officer | Feb 17, 2026 | Returned to company | −799 | – | – | 54,882 |
| Willliam J. Wallace IV Chief Financial Officer | Feb 17, 2026 | Tax withholding | −262 | $43.98 | $11.52K | 15,349 |
| Willliam J. Wallace IV Chief Financial Officer | Feb 17, 2026 | Option exercise | +799 | – | – | 15,611 |
| Derek McGee Chief Legal Counsel | Feb 17, 2026 | Option exercise | +999 | – | – | 17,339 |
| Derek McGee Chief Legal Counsel | Feb 17, 2026 | Tax withholding | −372 | $43.98 | $16.36K | 16,967 |
| Martin Lance Hall OBK COO, Origin Bank Pres&CEO | Feb 17, 2026 | Tax withholding | −576 | $43.98 | $25.33K | 30,697 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.