Form 4: Great Southern Bancorp Director Julie A. Brown Reports Stock Acquisition and Option Exercises

Sentiment:

SEC Form 4 Filing


Director Julie A. Brown reported acquiring shares through a dividend reinvestment plan and holds options to purchase additional shares of Great Southern Bancorp stock.

Summary

  • On January 14, 2025, Julie A. Brown, a director of Great Southern Bancorp, reported a transaction involving the company's common stock.
  • Brown acquired 52 shares of common stock through a dividend reinvestment plan (DRIP) at a price of $58.13 per share.
  • These shares were acquired directly.
  • Brown also indirectly owns 7,592 shares through children's accounts and 369,738 shares through an LTD Family Partnership.
  • Brown holds options to purchase a total of 14,500 shares of common stock at various exercise prices and expiration dates.

Sentiment

Score: 6

Explanation: The document is neutral in tone, simply reporting transactions. The director's participation in the DRIP and holding of options could be seen as mildly positive.

Positives

  • The director's participation in the DRIP indicates confidence in the company's future.
  • The director holds a significant number of shares both directly and indirectly.
  • The director holds options to purchase a substantial number of shares, aligning her interests with those of shareholders.

Industry Context

This filing is a routine disclosure of insider transactions, which are common in the financial services industry. Monitoring these transactions can provide insights into management's perspective on the company's value.

Comparison to Industry Standards

  • Comparing Julie Brown's holdings and option grants to those of directors at similar regional banks like Commerce Bancshares (CBSH) or UMB Financial Corporation (UMBF) could provide context on whether her compensation and equity ownership are in line with industry norms.
  • Analyzing the vesting schedules of her options against standard practices in the banking sector would also be informative.
  • For example, many financial institutions offer similar equity-based compensation to align director and shareholder interests, but the specific terms (exercise price, vesting schedule, expiration) can vary significantly.

Stakeholder Impact

  • The reported transactions may have a minor positive impact on shareholder sentiment, as they reflect insider confidence.
  • The transactions do not directly impact employees, customers, suppliers, or creditors.

Key Dates

DateDescription
11/15/2019First vesting date for 500 shares of options with an exercise price of $52.2
11/28/2020First vesting date for 500 shares of options with an exercise price of $55
11/20/2021First vesting date for 500 shares of options with an exercise price of $60.15
11/17/2023First vesting date for 500 shares of options with an exercise price of $57.98
10/26/2024First vesting date for 500 shares of options with an exercise price of $41.74
01/14/2025Date of the reported transaction (DRIP acquisition)
03/04/2025Date of signature on the Form 4 filing
11/16/2024First vesting date for 500 shares of options with an exercise price of $61.55
11/15/2025First vesting date for 500 shares of options with an exercise price of $53.22
11/20/2026First vesting date for 500 shares of options with an exercise price of $61.79
11/15/2027Expiration date for options to purchase 2,000 shares at $52.2
11/28/2028Expiration date for options to purchase 2,000 shares at $55
11/20/2029Expiration date for options to purchase 2,000 shares at $60.15
10/26/2030Expiration date for options to purchase 500 shares at $41.74
11/17/2031Expiration date for options to purchase 2,000 shares at $57.98
11/16/2032Expiration date for options to purchase 2,000 shares at $61.55
11/15/2033Expiration date for options to purchase 2,000 shares at $53.22
11/20/2034Expiration date for options to purchase 2,000 shares at $61.79

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