Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Seacoast Banking Corporation of Florida
13G/A
SBCF · 811707801
|
4.9% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management L.P. | 4.9% | ||||
| North Reef Capital Management GP LLC | 4.9% | ||||
| James Hanna | 4.9% | ||||
|
Marketaxess Holdings Inc
13G/A
MKTX · 57060D108
|
9.6% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management LP | 9.6% | ||||
| North Reef Capital Management GP LLC | 9.6% | ||||
| James Hanna, III | 9.6% | ||||
|
i3 Verticals, Inc.
13G
IIIV · 46571Y107
|
5.5% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management LP | 5.5% | ||||
| North Reef Capital Management GP LLC | 5.5% | ||||
| James Hanna, III | 5.5% | ||||
|
First Foundation Inc.
13G/A
FFWM · 32026V104
|
0% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management L.P. | 0% | ||||
| North Reef Capital Management GP LLC | 0% | ||||
| James Hanna, III | 0% | ||||
|
Eagle Bancorp, Inc.
13G/A
EGBN · 268948106
|
5.6% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management LP | 5.6% | ||||
| North Reef Capital Management GP LLC | 5.6% | ||||
| James Hanna, III | 5.6% | ||||
|
Alkami Technology, Inc.
13G/A
ALKT · 01644J108
|
8.6% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management LP | 8.6% | ||||
| North Reef Capital Management GP LLC | 8.6% | ||||
| James Hanna, III | 8.6% | ||||
|
Ameris Bancorp
13G/A
ABCB · 03076K108
|
4.1% |
8/14/2026
Event 6/30/2026
|
|||
| North Reef Capital Management LP | 4.1% | ||||
| North Reef Capital Management GP LLC | 4.1% | ||||
| James Hanna, III | 4.1% | ||||
|
Stellar Bancorp, Inc.
13G/A
STEL · 858927106
|
0% |
5/15/2026
Event 3/31/2026
|
|||
| North Reef Capital Management LP | 0% | ||||
| North Reef Capital Management GP LLC | 0% | ||||
| James Hanna, III | 0% | ||||
|
First Western Financial, Inc.
13G/A
MYFW · 33751L105
|
7.1% |
2/17/2026
Event 12/31/2025
|
|||
| North Reef Capital Management LP | 7.1% | ||||
| North Reef Capital Management GP LLC | 7.1% | ||||
| James H. Hanna, III | 7.1% | ||||
|
Texas Capital Bancshares Inc/TX
13G/A
TCBI · 88224Q107
|
4.3% |
8/14/2025
Event 6/30/2025
|
|||
| North Reef Capital Management LP | 4.3% | ||||
| North Reef Capital Management GP LLC | 4.3% | ||||
| James H. Hanna, III | 4.3% | ||||
|
First Western Financial Inc
13G
TCBI · 88224Q107
|
5.6% |
8/14/2025
Event 6/30/2025
|
|||
| North Reef Capital Management LP | 5.6% | ||||
| North Reef Capital Management GP LLC | 5.6% | ||||
| James H. Hanna, III | 5.6% | ||||