{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-22-104952","form_type":"8-K","ticker":"STEL","cik":"0001473844","company_name":"Stellar Bancorp, Inc.","filed_at":"2022-10-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.772771+00:00","generated_at":"2026-06-23T05:55:31.579017+00:00","sec_items":["2.01","2.03","3.03","5.01","5.02","5.03","5.05","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Stellar Bancorp completes merger with Allegiance; ticker changes to STEL, executives named","bullets":["Merger of equals closed Oct 1, 2022; Allegiance shareholders received 1.4184 Stellar shares per share.","Company renamed Stellar Bancorp, Inc.; ticker changes from CBTX to STEL; authorized shares increased to 140M.","Assumed ~$111.3M debt: $7.7M and $3.6M trust preferred, $60M sub notes, $40M Combined Bank notes.","Board reconstituted to 14 directors (7 legacy CBTX, 7 legacy Allegiance); Franklin CEO, Retzloff Exec Chairman, Vitulli President, Egge CFO."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-22-104952","json":"https://secwatch.observer/filing/0001104659-22-104952.json","markdown":"https://secwatch.observer/filing/0001104659-22-104952.md","text":"https://secwatch.observer/filing/0001104659-22-104952.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/tm2227178d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-23T05:55:31.579017+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3f5433f806","claim":"Steven F. Retzloff was appointed as Executive Chairman at Stellar Bancorp, Inc..","evidence_excerpt":"Steven F. Retzloff, the current Chief Executive Officer of Allegiance, was appointed as a director of the Company and the Executive Chairman of the Company and Senior Executive Chairman of the Combined Bank.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Chairman"}],"fact_type":"executive_change"},{"claim_id":"47cf6e0385","claim":"J. Pat Parsons was appointed as Vice Chairman of the Combined Bank at Stellar Bancorp, Inc..","evidence_excerpt":"and was appointed as the Vice Chairman and a director of the Combined Bank.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Vice Chairman of the Combined Bank"}],"fact_type":"executive_change"},{"claim_id":"522a1e1049","claim":"J. Pat Parsons departed as Vice Chairman at Stellar Bancorp, Inc..","evidence_excerpt":"J. Pat Parsons, ceased to serve as the Company’s former Vice Chairman and a director","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"ceased to serve"},{"label":"Role","value":"Vice Chairman"}],"fact_type":"executive_change"},{"claim_id":"549b17e38b","claim":"Ramon A. Vitulli, III was appointed as President at Stellar Bancorp, Inc..","evidence_excerpt":"Ramon A. Vitulli, III was appointed President of the Company and Chief Executive Officer of the Combined Bank","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"President"}],"fact_type":"executive_change"},{"claim_id":"674ba54e2b","claim":"Robert T. Pigott, Jr. departed as Chief Financial Officer at Stellar Bancorp, Inc..","evidence_excerpt":"Robert T. Pigott, Jr., ceased to serve as the Company’s Chief Financial Officer and Senior Executive Vice President","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"ceased to serve"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"bb1b719d43","claim":"Robert R. Franklin, Jr. was appointed as Chief Executive Officer at Stellar Bancorp, Inc..","evidence_excerpt":"Robert R. Franklin, Jr., the current Chairman, President and Chief Executive Officer of the Company, was appointed as a director and the Chief Executive Officer of the Company and Executive Chairman of the Combined Bank. He also ceased to serve as the Chairman and President of the Company at the Effective Time.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"c0fc5c6900","claim":"Robert T. Pigott, Jr. was appointed as Senior Vice President of the Combined Bank at Stellar Bancorp, Inc..","evidence_excerpt":"and was appointed Senior Vice President of the Combined Bank.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Senior Vice President of the Combined Bank"}],"fact_type":"executive_change"},{"claim_id":"d868f99a28","claim":"Paul P. Egge was appointed as Chief Financial Officer at Stellar Bancorp, Inc..","evidence_excerpt":"Paul P. Egge was appointed Senior Executive Vice President and Chief Financial Officer of the Company and the Combined Bank.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1473844/000110465922104952/0001104659-22-104952-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}