secwatch / observer

Amerant Bancorp Inc. — fact timeline

Source-grounded facts extracted from Amerant Bancorp Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

AMTB Amerant Bancorp Inc. JSON

Adrian Rodriguez was appointed as Chief Operating Officer at Amerant Bancorp Inc..

“On May 26, 2026 (the “Effective Date”), Amerant Bancorp Inc. (the “Company”) and its main subsidiary, Amerant Bank, N.A. (the “Bank”), appointed Adrian Rodriguez as Executive Vice President and Chief Operating Officer.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved Ratify the appointment of RSM US LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-06-02 meeting.

“Proposal 3: The proposal to ratify the appointment of RSM US LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2026 received the following votes: For Against Abstain Broker Non-Vote 27,002,896 17,990 14,599 ---”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers (Say-on-Pay) at the 2026-06-02 meeting.

“Proposal 2: To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers (“Say-on-Pay”). Say-on-Pay received the following votes: For Against Abstain Broker Non-Vote 23,349,064 361,733 45,915 3,278,773”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved Election of directors to serve until the 2027 annual meeting of shareholders at the 2026-06-02 meeting.

“Proposal 1: To elect directors to serve until the 2027 annual meeting of shareholders. Each nominee received the following votes: Nominee For Against Abstain Broker Non-Vote Odilon Almeida 23,313,655 424,739 18,318 3,278,773 Carlos Iafigliola 23,684,663 65,177 872 3,278,773 Erin D. Knight 23,507,527 240,238 8,947 3,278,773 Jack Kopnisky 23,526,368 220,601 9,743 3,278,773 Lisa Lutoff-Perlo 23,253,309 494,284 9,119 3,278,773 Gustavo Marturet M. 23,099,095 644,562 13,055 3,278,773 Patricia Morrison 23,663,389 84,203 9,120 3,278,773 John W. Quill 23,666,083 75,856 14,773 3,278,773 Ashaki Rucker 23,585,958 159,808 10,946 3,278,773 Oscar Suarez 23,501,329 245,640 9,743 3,278,773 Millar Wilson 15,336,523 8,386,819 33,370 3,278,773”

Carlos Iafigliola was appointed as President and Chief Executive Officer at Amerant Bancorp Inc..

“Mr. Rodriguez was initially appointed on an interim basis in connection with the appointment of Carlos Iafigliola, the Company’s then Chief Operating Officer, as Interim Chief Executive Officer effective November 5, 2025, who was subsequently appointed as President and Chief Executive Officer of the Company and the Bank on May 18, 2026.”

Adrian Rodriguez was appointed as Executive Vice President and Chief Operating Officer at Amerant Bancorp Inc..

“On May 26, 2026, Amerant Bancorp Inc. (the “Company”) and its subsidiary, Amerant Bank, N.A. (the “Bank”), appointed Adrian Rodriguez as Executive Vice President and Chief Operating Officer, effective as of May 26, 2026”

Carlos Iafigliola was appointed as President and Chief Executive Officer at Amerant Bancorp Inc..

“on May 18, 2026, the Boards appointed Mr. Iafigliola as the President and Chief Executive Officer of the Company and the Bank, effective as of May 18, 2026”
Material Agreements

Amerant Bancorp Inc. entered into Asset Sale Agreement with Peachtree Group valued at $74.0 million (effective 2025-12-31).

“On December 31, 2025, Amerant Bank, N.A. (the “Bank”), a wholly-owned subsidiary of Amerant Bancorp Inc. (the “Company”), on the one hand, and Peachtree Group (the “Purchaser”), on the other hand, entered into an Asset Sale Agreement (the “Agreement”) relating to the sale by the Bank to the Purchaser of up to five loans (the “Loans”) with an estimated outstanding principal balance of $74.0 million as of December 31, 2025.”

Jack Kopnisky was appointed as Director at Amerant Bancorp Inc..

“On June 24, 2025 (the “Effective Date”), the Board of Directors (the “Board”) of Amerant Bancorp Inc. (the “Company”) authorized increasing the size of the Board from ten (10) to twelve (12) members, and thereafter appointed Patricia (“Patty”) Morrison and Jack Kopnisky to serve as members of the Company’s Board, with such appointments to be effective as of the Effective Date.”

Patricia Morrison was appointed as Director at Amerant Bancorp Inc..

“On June 24, 2025 (the “Effective Date”), the Board of Directors (the “Board”) of Amerant Bancorp Inc. (the “Company”) authorized increasing the size of the Board from ten (10) to twelve (12) members, and thereafter appointed Patricia (“Patty”) Morrison and Jack Kopnisky to serve as members of the Company’s Board, with such appointments to be effective as of the Effective Date.”

Miguel A. Capriles departed as Director at Amerant Bancorp Inc..

“Miguel A. Capriles, a member of the Board of Directors of Amerant Bancorp Inc. (the “Company”), notified the Company that he will not seek reelection as a director of the Company at the Company’s upcoming 2025 Annual Meeting of Shareholders (the “Annual Meeting”).”

Howard A. Levine resigned as Senior Executive Vice-President and Chief Consumer Banking Officer at Amerant Bancorp Inc..

“Howard A. Levine, Senior Executive Vice-President and Chief Consumer Banking Officer, agreed that Mr. Levine will step down from his positions with the Company and the Bank effective February 14, 2025”

Howard A. Levine departed as Senior Executive Vice President and Chief Consumer Banking Officer at Amerant Bancorp Inc..

“On February 10, 2025, Amerant Bancorp Inc. (the “Company”), Amerant Bank, N.A. (the “Bank”) and Howard A. Levine, Senior Executive Vice-President and Chief Consumer Banking Officer, agreed that Mr. Levine will step down from his position with the Company and the Bank effective February 14, 2025.”

Odilon Almeida Júnior was appointed as Director at Amerant Bancorp Inc..

“appointed Lisa Lutoff-Perlo and Odilon Almeida Júnior to serve as members of the Company’s Board”

Lisa Lutoff-Perlo was appointed as Director at Amerant Bancorp Inc..

“appointed Lisa Lutoff-Perlo and Odilon Almeida Júnior to serve as members of the Company’s Board”

Samantha Holroyd resigned as Director at Amerant Bancorp Inc..

“Effective June 28, 2024, Samantha Holroyd resigned from the Board of Directors of Amerant Bancorp Inc.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved The proposal to ratify the appointment of RSM US LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2024 at the 2024-05-08 meeting.

“Proposal No. 3: The proposal to ratify the appointment of RSM US LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2024 received the following votes: For Against Abstain Broker Non-Vote 22,221,873.67 1,580.00 13,423.00 --- At the Annual Meeting, the shareholders ratified the appointment of RSM US LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved To approve, on a non-binding, advisory basis, the compensation of the Company’s named executive officers (“Say-on-Pay”) at the 2024-05-08 meeting.

“Proposal 2: To approve, on a non-binding, advisory basis, the compensation of the Company’s named executive officers (“Say-on-Pay”) — Say-on-Pay received the following votes: For Against Abstain Broker Non-Vote 14,772,293.31 3,859,643.00 42,147.00 3,562,793.36 At the Annual Meeting, the shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers — Say-on-Pay.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved To elect directors to serve until the 2025 annual meeting of shareholders at the 2024-05-08 meeting.

“Proposal 1: To elect directors to serve until the 2025 annual meeting of shareholders. Each nominee received the following votes: Nominee For Against Abstain Broker Non-Vote Gerald P. Plush 18,371,327.31 260,914.00 41,842.00 3,562,793.36 Pamella J. Dana 18,269,164.31 374,046.00 30,873.00 3,562,793.36 Miguel A. Capriles L. 18,348,615.64 310,529.00 14,938.67 3,562,793.36 Samantha Holroyd 18,078,788.31 546,903.00 48,392.00 3,562,793.36 Erin D. Knight 18,077,395.31 550,017.00 46,671.00 3,562,793.36 Gustavo Marturet M. 18,229,719.31 439,030.00 5,334.00 3,562,793.36 John W. Quill 18,486,733.31 156,787.00 30,563.00 3,562,793.36 Ashaki Rucker 18,390,150.31 236,762.00 47,171.00 3,562,793.36 Oscar Suarez 18,074,129.31 566,584.00 33,370.00 3,562,793.36 Millar Wilson 18,417,557.64 225,055.00 31,470.67 3,562,793.36 All director nominees were duly elected at the Annual Meeting. Each of the individuals named in the above table will serve as a director until the 2025 Annual Meeting of Shareholders or”
Material Agreements

Amerant Bancorp Inc. entered into Purchase and Assumption Agreement with MidFirst Bank valued at approximately $576.0 million and $529.0 million, respectively (effective 2024-04-16).

“On April 16, 2024, Amerant Bank, N.A. (the “Bank”), a wholly-owned subsidiary of Amerant Bancorp Inc. (the “Company”), entered into a Purchase and Assumption Agreement (the “Purchase Agreement”) with MidFirst Bank (“MidFirst”) pursuant to which MidFirst will purchase certain assets and assume certain liabilities (the “Transaction”) of the banking operations and six branches in the Houston, Texas metropolitan statistical area (collectively, the “Branches”).”
Earnings Releases

Amerant Bancorp Inc. reported FY 2023 results: net income Net income attributable to the Company was $32.5 million, EPS 0.96 per diluted share.

“Net income attributable to the Company was $32.5 million for the full-year 2023, or $0.96 per diluted share.”
Earnings Releases

Amerant Bancorp Inc. reported Q4 2023 results: net income net loss attributable to the Company of $17.1 million, EPS $0.51 per diluted share.

“Amerant Bancorp Inc. (NYSE: AMTB) (the "Company" or "Amerant") today reported a net loss attributable to the Company of $17.1 million in the fourth quarter of 2023, or $0.51 per diluted share.”
Material Agreements

Amerant Bancorp Inc. entered into Asset Sale Agreement with PFSS 2 SUB III (C), LLC ("Prime"), a wholly-owned subsidiary of a private commercial real estate finance fund advised by Prime Finance Advisor, L.P. valued at total purchase price of approximately $370 million (effective 2024-01-12).

“On January 12, 2024, Amerant Bank, N.A. (the "Bank"), a wholly-owned subsidiary of Amerant Bancorp, Inc. (the "Company"), and PFSS 2 SUB III (C), LLC ("Prime"), a wholly-owned subsidiary of a private commercial real estate finance fund advised by Prime Finance Advisor, L.P., an SEC-registered investment advisor, entered into an Asset Sale Agreement (the "Agreement").”
Governance Changes

Amerant Bancorp Inc.: Approved an amendment to the Code of Conduct and Ethics, effective December 6, 2023, with clarifications on confidentiality, SEC communications, and reporting violations via an Ethics and Compliance Hotline (effective 2023-12-06).

“On December 6, 2023, the Board of Directors (the “Board”) of Amerant Bancorp Inc. (the “Company”), acting upon the recommendation of the Board’s Corporate Governance, Nominating and Sustainability Committee, approved an amendment to the Code of Conduct and Ethics of the Company effective as of December 6, 2023 (the “Code”).”
Governance Changes

Amerant Bancorp Inc.: Added Section 2.15 to establish majority and plurality vote standards for director elections and a director resignation policy in uncontested elections, effective October 18, 2023 (effective 2023-10-18).

“On October 18, 2023, the Board of Directors (the “Board”) of Amerant Bancorp Inc. (the “Company”), acting upon the recommendation of the Board’s Corporate Governance, Nominating and Sustainability Committee, approved an amendment to the Amended and Restated Bylaws of the Company effective as of October 18, 2023 (the “Bylaws”).”
Earnings Releases

Amerant Bancorp Inc. reported the fiscal quarter ended September 30, 2023 results: net income net income attributable to the Company of $22.1 million, EPS $0.66 per diluted share.

“Amerant Bancorp Inc. (the "Company") issued a press release to report the Company’s financial results for the fiscal quarter ended September 30, 2023.”
Earnings Releases

Amerant Bancorp Inc. reported the fiscal quarter ended June 30, 2023 results: net income $7.3 million, EPS $0.22 per diluted share.

“Amerant Bancorp Inc. (NASDAQ: AMTB) (the “Company” or “Amerant”) today reported net income attributable to the Company of $7.3 million in the second quarter of 2023, or $0.22 per diluted share, compared to net income attributable to the Company of $20.2 million, or $0.60 per diluted share, in the first quarter of 2023.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved The proposal to ratify the appointment of RSM US LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2023 at the 2023-06-07 meeting.

“Proposal No. 4: The proposal to ratify the appointment of RSM US LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2023 received the following votes: For Against Abstain Broker Non-Vote 26,220,967 20,841 10,361 --- At the Annual Meeting, the shareholders ratified the appointment of RSM US LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved To vote, on a non-binding, advisory basis, on the frequency of voting on the compensation of the Company’s named executive officers (“Frequency on Say-on-Pay”) at the 2023-06-07 meeting.

“Proposal No. 3: To vote, on a non-binding, advisory basis, on the frequency of voting on the compensation of the Company’s named executive officers (“Frequency on Say-on-Pay”) — Frequency on Say-on-Pay received the following votes: 1 Year 2 Years 3 Years Abstain 17,673,625 16,168 2,678,792 17,594 Based on the votes set forth above, the shareholders selected a frequency of every year.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved To approve, on a non-binding, advisory basis, the compensation of the Company’s named executive officers (“Say-on-Pay”) at the 2023-06-07 meeting.

“Proposal 2: To approve, on a non-binding, advisory basis, the compensation of the Company’s named executive officers (“Say-on-Pay”) — Say-on-Pay received the following votes: For Against Abstain Broker Non-Vote 17,150,399 3,212,208 23,572 5,865,990 At the Annual Meeting, the shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers — Say-on-Pay.”
Shareholder Votes

Amerant Bancorp Inc. shareholders approved To elect directors to serve until the 2024 annual meeting of shareholders. at the 2023-06-07 meeting.

“Proposal 1: To elect directors to serve until the 2024 annual meeting of shareholders. Each nominee received the following votes:”

Carlos Iafigliola changed role as Chief Financial Officer at Amerant Bancorp Inc..

“Mr. Carlos Iafigliola, the Company’s Senior Executive Vice President and Chief Operating Officer, will no longer serve as the Company’s CFO or principal financial officer”

Sharymar Calderón was appointed as Executive Vice President and Chief Financial Officer at Amerant Bancorp Inc..

“the appointment of Sharymar Calderón as Executive Vice President and Chief Financial Officer (“CFO”), effective June 1, 2023”

Carlos Iafigliola was appointed as Senior Executive Vice President and Chief Operating Officer at Amerant Bancorp Inc..

“The Company announced on its earnings call earlier today, April 21, 2023, the promotion of Carlos Iafigliola, Senior Executive Vice President and Chief Financial Officer (‘CFO’), to Senior Executive Vice President and Chief Operating Officer (‘COO’).”
Earnings Releases

Amerant Bancorp Inc. reported the fiscal quarter ended March 31, 2023 results: net income net income attributable to the Company of $20.2 million, EPS $0.60 per diluted share.

“Amerant Bancorp Inc. (NASDAQ: AMTB) (the “Company” or “Amerant”) today reported net income attributable to the Company of $20.2 million in the first quarter of 2023, or $0.60 per diluted share, compared to net income attributable to the Company of $22.0 million (1) , or $0.65 per diluted share (1) , in the fourth quarter of 2022.”

Ashaki Rucker was appointed as member of the Board at Amerant Bancorp Inc..

“and thereafter appointed Ashaki Rucker to serve as a member of the Company’s Board, with such appointment to be effective as of the Effective Date.”

Miguel Palacios departed as EVP and Head of Commercial Banking at Amerant Bancorp Inc..

“Mr. Palacios would step down from his position as the Company’s and the Bank’s EVP and Head of Commercial Banking effective February 28, 2023”

Gustavo J. Vollmer A. departed as Director at Amerant Bancorp Inc..

“On February 6, 2023, Gustavo J. Vollmer A. notified Amerant Bancorp Inc. (the “Company”) of his decision to not stand for re-election to the Board of Directors at the Company’s next annual meeting of shareholders, to be held in June 2023.”
Earnings Releases

Amerant Bancorp Inc. reported the fiscal quarter and year ended December 31, 2022 results: net income $18.8 million in the fourth quarter of 2022, EPS $0.55 per diluted share.

“On January 19, 2023, Amerant Bancorp Inc. (the "Company") issued a press release to report the Company’s financial results for the fiscal quarter and year ended December 31, 2022.”

Miguel Palacios departed as Executive Vice-President and Head of Commercial Banking at Amerant Bancorp Inc..

“Miguel Palacios, Executive Vice-President and Head of Commercial Banking, agreed that Mr. Palacios will step down from his position with the Company and the Bank effective February 28, 2023.”

Erin D. Knight was appointed as member of the Board at Amerant Bancorp Inc..

“On December 7, 2022, upon the recommendation of the Corporate Governance, Nominating and Sustainability Committee, the Board appointed Erin D. Knight to serve on the Board of the Company to fill the vacancy created by Mr. Ashford stepping down from the Board.”

Orlando D. Ashford resigned as member of the Board at Amerant Bancorp Inc..

“On December 7, 2022, Mr. Ashford and the Board agreed to move the effective date of his resignation forward to December 8, 2022.”

Orlando D. Ashford departed as Director at Amerant Bancorp Inc..

“The Board and Mr. Ashford agreed that he would remain as a member of the Board of the Company and the Board of Directors of the Company’s wholly-owned bank subsidiary, Amerant Bank, N.A. (the “Bank”) through December, and will step down effective December 31, 2022.”

Pamella J. Dana was appointed as Lead Independent Director at Amerant Bancorp Inc..

“the Board has also appointed Pamella J. Dana, Ph.D as Lead Independent Director of the Board, effective immediately after the 2022 Annual Meeting.”

Gerald P. Plush was appointed as Chairman of the Board at Amerant Bancorp Inc..

“the Board appointed Gerald P. Plush as Chairman of the Board, effective immediately after the 2022 Annual Meeting and following the expiration of the current term of Mr. Copeland, the current Chairman of the Board, whose term expires at the 2022 Annual Meeting as described above.”

Oscar Suarez was appointed as Director at Amerant Bancorp Inc..

“the Board authorized temporarily increasing the size of the Board from nine (9) to thirteen (13) members, with such temporary increase to be effective as of April 1, 2022 (the “Effective Date”), and thereafter appointed Orlando Ashford, Samantha Holroyd, John A. Quelch and Oscar Suarez to serve as members of the Company’s Board, with such appointments to be effective as of the Effective Date.”

John A. Quelch was appointed as Director at Amerant Bancorp Inc..

“the Board authorized temporarily increasing the size of the Board from nine (9) to thirteen (13) members, with such temporary increase to be effective as of April 1, 2022 (the “Effective Date”), and thereafter appointed Orlando Ashford, Samantha Holroyd, John A. Quelch and Oscar Suarez to serve as members of the Company’s Board, with such appointments to be effective as of the Effective Date.”

Samantha Holroyd was appointed as Director at Amerant Bancorp Inc..

“the Board authorized temporarily increasing the size of the Board from nine (9) to thirteen (13) members, with such temporary increase to be effective as of April 1, 2022 (the “Effective Date”), and thereafter appointed Orlando Ashford, Samantha Holroyd, John A. Quelch and Oscar Suarez to serve as members of the Company’s Board, with such appointments to be effective as of the Effective Date.”

Orlando Ashford was appointed as Director at Amerant Bancorp Inc..

“the Board authorized temporarily increasing the size of the Board from nine (9) to thirteen (13) members, with such temporary increase to be effective as of April 1, 2022 (the “Effective Date”), and thereafter appointed Orlando Ashford, Samantha Holroyd, John A. Quelch and Oscar Suarez to serve as members of the Company’s Board, with such appointments to be effective as of the Effective Date.”

J. Guillermo Villar departed as Director at Amerant Bancorp Inc..

“Frederick C. Copeland and J. Guillermo Villar each notified the Board of Directors (the “Board”) of Amerant Bancorp Inc. (the “Company”) of their respective decisions to retire from the Board and not stand for re-election at the Company’s next annual meeting of shareholders, to be held on June 8, 2022”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.