Hilltop Holdings Inc. has 7 Schedule 13D or 13G filings on record since 2025-07-08. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Gerald J. Ford | 26.7% | 15,651,330 | SCHEDULE 13D/A, 2026-07-22 | 2026-07-16 |
| BlackRock, Inc. | 10.7% | 6,881,044 | SCHEDULE 13G/A, 2025-07-18 | 2025-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Gerald J. Ford
Item 4 is hereby amended and supplemented as follows: The information set forth in Item 6 of this Amendment is incorporated by reference into this Item 4. On July 16, 2026, the Reporting Persons delivered proxies for the upcoming annual meeting (the "Annual Meeting") of Hilltop shareholders, currently scheduled for July 23, 2026, to vote approximately 15,632,396 shares of Common Stock held by them as follows: (i) "withhold" with respect to all nominees for director recommended by the Board up for election at the Annual Meeting; (ii) "against" the non-binding advisory vote to approve executive compensation; and (iii) "abstain" from the ratification of the appointment of Hilltop's independent registered public accounting firm for 2026. Except as described in this Amendment, the Reporting Persons do not have any present plans or intentions that would result in or relate to any of the matters set forth in subparagraphs (a) through (j) of Item 4 of Schedule 13D. The Reporting Persons reserve the right to change their intentions at any time as they deem appropriate.Item 4 of the SCHEDULE 13D/A filed 2026-07-22
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-08 | Gerald J. Ford | 24.8% | SCHEDULE 13D/A |
| 2025-07-11 | Gerald J. Ford | 24.8% | SCHEDULE 13D/A |
| 2025-07-18 | Gerald J. Ford | 24.8% | SCHEDULE 13D/A |
| 2025-07-18 | BlackRock, Inc. | 10.7% | SCHEDULE 13G/A |
| 2025-08-08 | Gerald J. Ford | 25.2% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-07-22 | Gerald J. Ford | 26.7% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.