Public-Company Data
Southwest Heritage Bank: SEC Filings
BankRegReports is independent of Southwest Heritage Bank and never asks for online banking logins or passwords.
Southwest Heritage Bank (or its holding company) is an SEC registrant. Ticker BCTF. CIK 1668340. Filings and disclosures below link to the original documents on SEC EDGAR. View all filings on EDGAR →
Recent SEC filings
| Filed | Form | Accession | Files | EDGAR |
|---|---|---|---|---|
| Mar 6, 2025 | 10-K | 0001552781-25-000058 | 121 | Open → |
| Jan 6, 2025 | Other | 0001552781-25-000004 | 4 | Open → |
| Nov 19, 2024 | 8-K | 0001552781-24-000610 | 15 | Open → |
| Nov 13, 2024 | 10-Q | 0001552781-24-000598 | 0 | Open → |
| Aug 14, 2024 | 10-Q | 0001552781-24-000486 | 0 | Open → |
| May 15, 2024 | 10-Q | 0001552781-24-000342 | 0 | Open → |
| Apr 24, 2024 | 8-K | 0001552781-24-000246 | 16 | Open → |
| Apr 5, 2024 | 8-K | 0001552781-24-000218 | 18 | Open → |
| Mar 21, 2024 | 8-K | 0001552781-24-000167 | 17 | Open → |
| Mar 13, 2024 | Other | 0001552781-24-000101 | 4 | Open → |
| Mar 11, 2024 | Other | 0001552781-24-000094 | 5 | Open → |
| Mar 8, 2024 | 8-K | 0001552781-24-000093 | 18 | Open → |
| Mar 8, 2024 | 10-K | 0001552781-24-000084 | 115 | Open → |
| Mar 5, 2024 | Other | 0001552781-24-000059 | 5 | Open → |
| Feb 9, 2024 | Other | 0001552781-24-000035 | 5 | Open → |
| Jan 31, 2024 | Other | 0001552781-24-000027 | 5 | Open → |
| Jan 26, 2024 | Other | 0000000000-24-001078 | 5 | Open → |
| Dec 27, 2023 | 10-Q | 0001552781-23-000490 | 0 | Open → |
| Dec 26, 2023 | Other | 0001552781-23-000483 | 7 | Open → |
| Dec 22, 2023 | 8-K | 0001552781-23-000482 | 18 | Open → |
| Nov 13, 2023 | Other | 0001552781-23-000446 | 5 | Open → |
| Nov 13, 2023 | Other | 0001552781-23-000448 | 5 | Open → |
| Nov 13, 2023 | Other | 0001552781-23-000445 | 30 | Open → |
| Nov 10, 2023 | Other | 0000000000-23-012322 | 5 | Open → |
| Nov 8, 2023 | Other | 0001552781-23-000437 | 5 | Open → |
| Nov 6, 2023 | Other | 0001552781-23-000428 | 5 | Open → |
| Nov 6, 2023 | Other | 0001552781-23-000427 | 24 | Open → |
| Nov 2, 2023 | Other | 0000000000-23-012017 | 5 | Open → |
| Oct 16, 2023 | Other | 0001552781-23-000404 | 7 | Open → |
| Oct 16, 2023 | Other | 0001552781-23-000405 | 36 | Open → |
| Sep 8, 2023 | Other | 0000000000-23-009951 | 5 | Open → |
| Aug 11, 2023 | Other | 0001552781-23-000362 | 4 | Open → |
| Aug 10, 2023 | Other | 0001552781-23-000361 | 47 | Open → |
| Aug 2, 2023 | Other | 0001552781-23-000339 | 5 | Open → |
| Jun 30, 2023 | Other | 0001552781-23-000312 | 4 | Open → |
| Apr 28, 2023 | Other | 0001552781-23-000244 | 6 | Open → |
| Sep 4, 2020 | Other | 0000943374-20-000470 | 4 | Open → |
| Aug 25, 2020 | Other | 0000943374-20-000459 | 4 | Open → |
| Jul 27, 2020 | 10-Q | 0001437749-20-015784 | 0 | Open → |
| May 5, 2020 | 10-Q | 0001437749-20-009457 | 0 | Open → |
8-K material events
| Date | Item | Disclosure | EDGAR |
|---|---|---|---|
| Nov 20, 2024 | 5.07 | Submission of Matters to a Vote of Security Holders | Open → |
| Apr 24, 2024 | 5.02 | Departure/Election of Directors or Officers; Compensation | Open → |
| Apr 24, 2024 | 9.01 | Financial Statements and Exhibits | Open → |
| Apr 5, 2024 | 5.02 | Departure/Election of Directors or Officers; Compensation | Open → |
| Apr 5, 2024 | 9.01 | Financial Statements and Exhibits | Open → |
| Mar 21, 2024 | 2.01 | Completion of Acquisition or Disposition of Assets | Open → |
| Mar 21, 2024 | 5.02 | Departure/Election of Directors or Officers; Compensation | Open → |
| Mar 21, 2024 | 5.07 | Submission of Matters to a Vote of Security Holders | Open → |
| Mar 21, 2024 | 7.01 | Regulation FD Disclosure | Open → |
| Mar 21, 2024 | 9.01 | Financial Statements and Exhibits | Open → |
| Mar 11, 2024 | 2.02 | Results of Operations and Financial Condition | Open → |
| Mar 11, 2024 | 9.01 | Financial Statements and Exhibits | Open → |
| Dec 22, 2023 | 1.01 | Entry into a Material Definitive Agreement | Open → |
| Dec 22, 2023 | 2.02 | Results of Operations and Financial Condition | Open → |
| Dec 22, 2023 | 9.01 | Financial Statements and Exhibits | Open → |
Officers & insiders
| Name | Title / role | As of |
|---|---|---|
| Crotty James | Co-President and CEO | Jul 2020 |
| Crotty James | Co-President and CEO | Jul 2020 |
| Thiry Jan R | EVP, CFO and Treasurer | Dec 2017 |
| Thiry Jan R | EVP, CFO and Treasurer | Dec 2017 |
M&A activity
| Date | Type | Role | Source |
|---|---|---|---|
| Jan 6, 2025 | Deregistration after merger | Registrant | SEC Form 15-15D |
| Apr 24, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Apr 5, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Mar 21, 2024 | Merger completed | Registrant | SEC Form 8-K |
| Mar 19, 2024 | Merger | Registrant | Federal Reserve NIC |
| Mar 13, 2024 | Merger communication | Registrant | SEC Form 425 |
| Mar 11, 2024 | Merger communication | Registrant | SEC Form 425 |
| Mar 5, 2024 | Merger communication | Registrant | SEC Form 425 |
| Dec 22, 2023 | Merger announcement | Registrant | SEC Form 8-K |
| Dec 22, 2023 | Merger communication | Registrant | SEC Form 425 |
| Nov 13, 2023 | Merger registration statement | Registrant | SEC Form S-4/A |
| Nov 8, 2023 | Merger communication | Registrant | SEC Form 425 |
| Nov 6, 2023 | Merger registration statement | Registrant | SEC Form S-4/A |
| Oct 16, 2023 | Merger registration statement | Registrant | SEC Form S-4/A |
| Aug 11, 2023 | Merger registration statement | Registrant | SEC Form S-4 |
| Aug 2, 2023 | Merger communication | Registrant | SEC Form 425 |
| Jun 30, 2023 | Merger communication | Registrant | SEC Form 425 |
| Apr 28, 2023 | Merger communication | Registrant | SEC Form 425 |
| Sep 4, 2020 | Merger-related filing | Registrant | SEC Form 8-K |
| Sep 4, 2020 | Deregistration after merger | Registrant | SEC Form 15-12B |
About this data
Filings, 8-K events, officer lists and M&A activity are sourced from SEC EDGAR and, for some M&A events, Federal Reserve NIC records. SEC disclosures are filed by the publicly-traded holding company, so officer and material-event data reflect the parent registrant. For the bank's regulatory financials, see its full profile and safety analysis.