TCBXNYSESavings Institutions, Not Federally CharteredFiscal year ends December 31
Third Coast Bancshares, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$40.65−0.85 (-2.05%)
Close on Oct 19, 2026
- Market cap
- $826.59M
- P/E (TTM)
- 10.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
60.3%
10M of 17M shares
Institutional holders
143
11 new, 19 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 5 sales
Net sold $178.02K
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 |
|---|---|---|---|---|
| Castle Creek Capital VIII LLC | 1,503,022 | 9.90% | 13D (active) amendment | Nov 18, 2024 |
| BlackRock, Inc. | 1,114,377 | 6.70% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TCBX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,159,145 | 6.96% | $46.83M | +216,998 | 0.00% |
| Vanguard Capital Management LLC | 609,787 | 3.66% | $24.64M | +14,496 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 527,875 | 3.17% | $21.33M | +32,962 | 0.03% |
| Dimensional Fund Advisors LP | 517,513 | 3.11% | $20.91M | +44,705 | 0.00% |
| Kennedy Capital Management LLC | 458,725 | 2.75% | $18.53M | −7,732 | 0.33% |
| State Street Corp | 430,896 | 2.59% | $17.41M | +75,808 | 0.00% |
| American Century Companies Inc | 430,183 | 2.58% | $17.38M | +72,092 | 0.01% |
| Geode Capital Management, LLC | 395,884 | 2.38% | $16.00M | +90,138 | 0.00% |
| Bank of New York Mellon Corp | 335,465 | 2.01% | $13.55M | +284,463 | 0.00% |
| Alliancebernstein L.P. | 268,553 | 1.61% | $10.16M | +14,070 | 0.00% |
| Ategra Capital Management, LLC | 261,387 | 1.57% | $10.56M | +56,464 | 4.75% |
| Meridian Wealth Advisors, LLC | 180,469 | 1.08% | $7.29M | −10,323 | 0.83% |
| 1492 Capital Management LLC | 174,205 | 1.05% | $7.04M | +41,443 | 2.08% |
| Banc Funds Co LLC | 169,064 | 1.02% | $6.83M | – | 1.13% |
| Wellington Management Group Llp | 167,053 | 1.00% | $6.75M | −9,530 | 0.00% |
| Wasatch Advisors LP | 166,315 | 1.00% | $6.72M | +8,160 | 0.04% |
| Ronald Blue Trust, Inc. | 147,082 | 0.88% | $5.94M | – | 0.06% |
| Strategic Value Bank Partners LLC | 146,474 | 0.88% | $5.92M | −11,995 | 4.14% |
| Lighthouse Investment Partners, LLC | 141,831 | 0.85% | $5.73M | +81,501 | 0.16% |
| Acadian Asset Management LLC | 139,377 | 0.84% | $5.63K | −21,089 | 0.01% |
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 | 143 | 10M | 60.3% | 11 / 60 | 47 / 19 | 1M | 1M |
| Q1 2026 | 152 | 9M | 56.1% | 26 / 59 | 39 / 23 | 2M | 1M |
| Q4 2025 | 151 | 9M | 51.4% | 22 / 46 | 50 / 13 | 1M | 0M |
| Q3 2025 | 144 | 8M | 48.9% | 24 / 42 | 53 / 14 | 1M | 1M |
| Q2 2025 | 134 | 8M | 47.6% | 23 / 51 | 35 / 16 | 1M | 1M |
| Q1 2025 | 127 | 8M | 47.6% | 18 / 48 | 32 / 14 | 1M | 0M |
| Q4 2024 | 124 | 7M | 43.3% | 45 / 48 | 15 / 9 | 1M | 1M |
| Q3 2024 | 90 | 6M | 38.3% | 19 / 30 | 23 / 8 | 2M | 0M |
| Q2 2024 | 81 | 6M | 34.7% | 12 / 30 | 22 / 7 | 0M | 0M |
| Q1 2024 | 76 | 6M | 34.6% | 10 / 28 | 20 / 3 | 1M | 0M |
| Q4 2023 | 69 | 5M | 31.8% | 6 / 24 | 22 / 9 | 0M | 0M |
| Q3 2023 | 72 | 5M | 30.4% | 8 / 22 | 21 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TCBX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 421,069 | 2.53% | $17.01M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 411,107 | 2.47% | $16.61M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 335,150 | 2.01% | $12.82M | 0.05% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 175,676 | 1.05% | $7.10M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 168,812 | 1.01% | $7.40M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 152,220 | 0.91% | $6.15M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 134,105 | 0.81% | $5.88M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 122,693 | 0.74% | $4.96M | 0.10% | Jun 30, 2026 |
| Small Cap Portfolio | 92,238 | 0.55% | $3.73M | 1.01% | Jun 30, 2026 |
| Wasatch Micro Cap Value Fund | 88,996 | 0.53% | $3.60M | 0.93% | Jun 30, 2026 |
| BNY Mellon Small Cap Value Fund | 75,536 | 0.45% | $3.05M | 0.99% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 68,596 | 0.41% | $2.77M | 0.12% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 66,053 | 0.40% | $2.53M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 64,415 | 0.39% | $2.46M | 0.01% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 63,592 | 0.38% | $2.79M | 0.03% | Jul 31, 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 |
|---|---|---|---|---|
| Bart Caraway | See Remarks, Director | 171,440 | 1.03% | Mar 17, 2026 |
| Audrey Spaulding | See Remarks | 19,926 | 0.12% | Mar 17, 2026 |
| Christopher Seay Peacock | See Remarks | 3,780 | 0.02% | Mar 17, 2026 |
| William Bobbora | See Remarks | 65,732 | 0.39% | Mar 17, 2026 |
| Richard J. McWhorter | Chief Financial Officer | 283,542 | 1.70% | Mar 17, 2026 |
| Liz Eber | See Remarks | 1,991 | 0.01% | Mar 17, 2026 |
| Laura Rau | See Remarks | 4,000 | 0.02% | Feb 20, 2026 |
| Vicki Alexander | See Remarks | 10,897 | 0.07% | Mar 18, 2025 |
| Troy Andrew Glander | Director | 27,651 | 0.17% | Jun 16, 2026 |
| Carolyn Bailey | Director | 12,634 | 0.08% | May 26, 2026 |
| Joseph Stunja | Director | 146,568 | 0.88% | May 26, 2026 |
| Martin Basaldua | Director | 76,760 | 0.46% | May 26, 2026 |
| Dennis Bonnen | Director | 163,597 | 0.98% | May 26, 2026 |
| Reagan Swinbank | Director | 64,708 | 0.39% | May 26, 2026 |
| David R. Phelps | Director | 9,757 | 0.06% | May 26, 2026 |
| Mary Stich | Director | 4,237 | 0.03% | May 26, 2026 |
| Greg Bonnen | Director | 150,339 | 0.90% | May 26, 2026 |
| Clint Tuxberry Greenleaf | Director | 21,121 | 0.13% | May 26, 2026 |
| Lynn Eisenhart | Director | 2,930 | 0.02% | May 26, 2026 |
| Shelton McDonald | Director | 13,476 | 0.08% | May 8, 2026 |
| Jeffrey A. Wilkinson | Director | 88,587 | 0.53% | Mar 18, 2026 |
| W. Donald Brunson | Director | 49,768 | 0.30% | Mar 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Troy Andrew Glander Director | Jun 15, 2026 | Sale | −2,500 | $40.29 | $100.73K | 27,651 |
| David R. Phelps Director | May 21, 2026 | Award | +1,318 | – | – | 9,757 |
| Lynn Eisenhart Director | May 21, 2026 | Award | +1,318 | – | – | 2,930 |
| Troy Andrew Glander Director | May 21, 2026 | Award | +1,318 | – | – | 30,151 |
| Clint Tuxberry Greenleaf Director | May 21, 2026 | Award | +1,318 | – | – | 21,121 |
| Martin Basaldua Director | May 21, 2026 | Award | +1,318 | – | – | 39,235 |
| Greg Bonnen Director | May 21, 2026 | Award | +1,318 | – | – | 6,189 |
| Carolyn Bailey Director | May 21, 2026 | Award | +1,318 | – | – | 11,034 |
| Reagan Swinbank Director | May 21, 2026 | Award | +1,318 | – | – | 43,875 |
| Mary Stich Director | May 21, 2026 | Award | +1,318 | – | – | 4,237 |
| Dennis Bonnen Director | May 21, 2026 | Award | +1,318 | – | – | 153,377 |
| Joseph Stunja Director | May 21, 2026 | Award | +1,318 | – | – | 1,968 |
| Shelton McDonald Director | May 7, 2026 | Option exercise | +6,000 | $16.43 | $98.58K | 13,476 |
| William Bobbora See Remarks | Mar 15, 2026 | Award | +3,549 | – | – | 51,855 |
| Liz Eber See Remarks | Mar 15, 2026 | Award | +1,338 | – | – | 1,991 |
| Audrey Spaulding See Remarks | Mar 15, 2026 | Award | +1,338 | – | – | 16,279 |
| Christopher Seay Peacock See Remarks | Mar 15, 2026 | Award | +669 | – | – | 2,158 |
| Bart Caraway See Remarks, Director | Mar 15, 2026 | Award | +32,136 | – | – | 164,160 |
| Richard J. McWhorter Chief Financial Officer | Mar 15, 2026 | Award | +3,180 | – | – | 128,061 |
| Bart Caraway See Remarks, Director | Mar 15, 2026 | Tax withholding | −3,023 | $37.34 | $112.88K | 132,024 |
| Christopher Seay Peacock See Remarks | Mar 15, 2026 | Tax withholding | −63 | $37.34 | $2.35K | 1,489 |
| Liz Eber See Remarks | Mar 15, 2026 | Tax withholding | −25 | $37.34 | $934 | 653 |
| Jeffrey A. Wilkinson Director | Mar 3, 2026 | Option exercise | +14,776 | $21.77 | $321.67K | 32,055 |
| William Bobbora See Remarks | Feb 24, 2026 | Buy | +1,200 | $39.62 | $47.54K | 48,306 |
| Carolyn Bailey Director | Feb 9, 2026 | Tax withholding | −760 | $43.29 | $32.90K | 9,716 |
| Carolyn Bailey Director | Feb 9, 2026 | Option exercise | +2,000 | $16.43 | $32.86K | 10,476 |
| Christopher Seay Peacock See Remarks | Feb 2, 2026 | Tax withholding | −75 | $40.59 | $3.04K | 1,552 |
| W. Donald Brunson Director | Dec 1, 2025 | Sale | −1,400 | $38.55 | $53.97K | 37,268 |
| W. Donald Brunson Director | Dec 1, 2025 | Sale | −100 | $38.51 | $3.85K | 38,668 |
| Liz Eber See Remarks | Nov 19, 2025 | Buy | +135 | $36.48 | $4.92K | 678 |
| William Bobbora See Remarks | Nov 17, 2025 | Sale | −245 | $36.30 | $8.89K | 47,106 |
| Troy Andrew Glander Director | Oct 30, 2025 | Sale | −1,706 | $36.96 | $63.05K | 28,833 |
| Troy Andrew Glander Director | Jul 29, 2025 | Sale | −3,000 | $37.86 | $113.58K | 30,539 |
| William Bobbora See Remarks | Jul 29, 2025 | Buy | +1,300 | $37.56 | $48.83K | 11,750 |
| Dennis Bonnen Director | Jun 13, 2025 | Buy | +8,300 | $30.30 | $251.49K | 152,059 |
| Greg Bonnen Director | May 28, 2025 | Award | +645 | – | – | 4,871 |
| Mary Stich Director | May 28, 2025 | Award | +645 | – | – | 2,919 |
| Lynn Eisenhart Director | May 22, 2025 | Award | +650 | – | – | 1,612 |
| Reagan Swinbank Director | May 22, 2025 | Award | +650 | – | – | 42,557 |
| Troy Andrew Glander Director | May 22, 2025 | Award | +650 | – | – | 33,539 |
| Carolyn Bailey Director | May 22, 2025 | Award | +650 | – | – | 8,476 |
| W. Donald Brunson Director | May 22, 2025 | Award | +650 | – | – | 38,768 |
| Dennis Bonnen Director | May 22, 2025 | Award | +650 | – | – | 143,759 |
| Joseph Stunja Director | May 22, 2025 | Award | +650 | – | – | 16,226 |
| Shelton McDonald Director | May 22, 2025 | Award | +650 | – | – | 7,476 |
| David R. Phelps Director | May 22, 2025 | Award | +650 | – | – | 8,439 |
| Martin Basaldua Director | May 22, 2025 | Award | +650 | – | – | 19,793 |
| William Bobbora See Remarks | May 21, 2025 | Buy | +1,200 | $31.40 | $37.68K | 10,450 |
| Audrey Spaulding See Remarks | May 14, 2025 | Option exercise | +5,000 | $11.00 | $55.00K | 16,671 |
| Audrey Spaulding See Remarks | May 14, 2025 | Tax withholding | −1,730 | $31.80 | $55.01K | 14,941 |
| Liz Eber See Remarks | Apr 30, 2025 | Buy | +70 | $29.71 | $2.08K | 543 |
| Bart Caraway See Remarks, Director | Apr 28, 2025 | Buy | +600 | $29.73 | $17.84K | 135,047 |
| Bart Caraway See Remarks, Director | Apr 28, 2025 | Buy | +400 | $28.61 | $11.44K | 134,447 |
| Richard J. McWhorter Chief Financial Officer | Apr 28, 2025 | Buy | +4,099 | $29.74 | $121.90K | 124,881 |
| Richard J. McWhorter Chief Financial Officer | Apr 28, 2025 | Buy | +5,901 | $28.84 | $170.18K | 120,782 |
| William Bobbora See Remarks | Apr 28, 2025 | Buy | +2,400 | $28.51 | $68.42K | 9,250 |
| Liz Eber See Remarks | Mar 15, 2025 | Award | +309 | – | – | 473 |
| Vicki Alexander See Remarks | Mar 15, 2025 | Award | +1,545 | – | – | 10,897 |
| Audrey Spaulding See Remarks | Mar 15, 2025 | Award | +771 | – | – | 11,671 |
| William Bobbora See Remarks | Mar 15, 2025 | Award | +5,712 | – | – | 47,351 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Troy Andrew Glander Director | Jun 12, 2026 | 2,500 | $100.29K | Jun 12, 2026 | Stock Option Exercise |
| Troy Andrew Glander Director | Oct 30, 2025 | 1,706 | $65.17K | Oct 30, 2025 | Purchased |
| Troy Andrew Glander Director | Jul 29, 2025 | 3,000 | $110.94K | Jul 29, 2025 | Purchased |