CBTX, Inc.
CBTX, Inc. (CBTX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CBTX · as of Jun 30, 2023
Ownership Breakdown
1
Institutional Holders
▲ 1 vs Q1
$669,532
Total Inst. Value
▲ $669,532 vs Q1
52.95M
Shares Outstanding
freeFloat 85.88%
29,250
13F Shares Held
▲ 29,250 vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CBTX largest shareholders · institutional ownership
Q2 2023 · SEC 13F
Showing top 1 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. national commercial banks | 29.3K | 11.96% | 11.96% | $669.53M | Aug 11, 2023 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2023 vs prior quarter
Q2 2023
0
Increased
+0 shares1
New Positions
first time holders0
Decreased
−0 shares0
Sold Out
fully exitedNet shares change (top 50)
+0
+0 / −0
Net new holders
+1
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CBTX insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
9
Sell transactions
0.11
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Akin Okan I. Senior Executive VP, CRO | Dec 4, 2023 | Sale | 11,200 | $25.40 | $284.4K | 73.3K | Form 4 ↗ |
Egge Paul P Senior Executive VP, CFO | Nov 6, 2023 | Sale | 4,000 | $23.27 | $93.1K | 53.5K | Form 4 ↗ |
Egge Paul P Senior Executive VP, CFO | Oct 1, 2023 | Tax Withhold | 1,513 | $21.32 | $32.3K | 57.5K | Form 4 ↗ |
Retzloff Steven F. Executive Chairman | Oct 1, 2023 | Tax Withhold | 918 | $21.32 | $19.6K | 120.4K | Form 4 ↗ |
Vitulli, III Ramon A. President | Oct 1, 2023 | Tax Withhold | 1,803 | $21.32 | $38.4K | 94.3K | Form 4 ↗ |
Akin Okan I. Senior Executive VP, CRO | Oct 1, 2023 | Tax Withhold | 1,462 | $21.32 | $31.2K | 73.3K | Form 4 ↗ |
Long Justin M SEVP, GC & Secretary | Oct 1, 2023 | Tax Withhold | 1,391 | $21.32 | $29.7K | 48.2K | Form 4 ↗ |
Franklin Robert R Jr Chief Executive Officer | Oct 1, 2023 | Tax Withhold | 1,077 | $21.32 | $23.0K | 375.1K | Form 4 ↗ |
MARTINEZ GEORGE director | Sep 11, 2023 | Gift | 1,418 | — | — | 7.2K | Form 4 ↗ |
Dopjera Cynthia A director | Jul 20, 2023 | Award | 2,168 | — | — | 6.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
CBTX, Inc. (CBTX) is primarily owned by institutional investors, who hold approximately 0.1% of total shares outstanding. Company insiders own approximately 14.12%, while retail and public investors account for the remaining 85.82%.
The largest institutional shareholder of CBTX, Inc. is JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC., holding approximately 29,250 shares — equal to 11.96% of outstanding shares — as of June 30, 2023.
A total of 1 institutional investors currently hold CBTX stock, with a combined institutional value of approximately $669,532 as of the most recent 13F filing period.
Frequently asked questions
CBTX ownershipCBTX, Inc. (CBTX) is primarily owned by institutional investors, who hold approximately 0.1% of shares. The largest shareholder is JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. with a 11.96% stake. Company insiders hold 14.12%. Data sourced from SEC Form 13F as of June 30, 2023.