Oakworth Capital, Inc.

Overview

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• TickerOAKC on OTC²
• HeadquartersBirmingham, United States²
• Incorporated inAL³
• Business address850 Shades Creek Parkway, Birmingham, Al 35209³
• Legal formCorporation²
• LEI549300PNAFZS2G6D6406²
• StatusActive²
• LEI statusIssued and current²
• Registered addressC/O C T CORPORATION SYSTEM, 36104 Montgomery, United States²
• Registered withSecretary of State, 000-072-756²

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Leadership

Named in SEC Form D filings

People the company listed in its private-offering notices.

• Executive OfficerDavid M Driscoll named Aug 25, 2022 to Aug 6, 2026⁴
• Executive Officer, DirectorForest W Whatley named Aug 25, 2022 to Aug 6, 2026⁴
• Executive OfficerJenifer G Kimbrough named Aug 25, 2022 to Aug 6, 2026⁴
• Executive OfficerJohn B Norris, V named Aug 25, 2022 to Aug 6, 2026⁴
• Executive Officer, DirectorSam A Scalici named Aug 25, 2022 to Aug 6, 2026⁴
• Executive Officer, DirectorScott B Reed named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorEdward M Holt named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorLuther J Strange, III named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorLyle T Cain, Jr. named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorMatthew G Mead named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorRebekah T Elgin-Council named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorRobert A Reed named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorSamford T Myers named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorSanjay T Singh named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorWilliam Russell Carothers III named Aug 6, 2026⁴
• DirectorWilliam T Morton named Aug 25, 2022 to Aug 6, 2026⁴
• DirectorSamuel E Upchurch, Jr. named Aug 25, 2022⁵

Timeline

1. Mar 14, 2013Founded Oakworth Capital, Inc. is founded²

Filings

23 filings to the SEC since October 2021: 3 private raises, 20 other. The latest 20:

1. Aug 6, 2026D/A EDGAR
2. Jul 22, 202613F-HR EDGAR
3. Jun 23, 2026D EDGAR
4. Apr 24, 202613F-HR EDGAR
5. Jan 30, 202613F-HR EDGAR
6. Nov 4, 202513F-HR EDGAR
7. Jul 17, 202513F-HR EDGAR
8. Apr 24, 202513F-HR EDGAR
9. Jan 27, 202513F-HR EDGAR
10. Oct 21, 202413F-HR EDGAR
11. Jul 19, 202413F-HR EDGAR
12. Apr 22, 202413F-HR EDGAR
13. Jan 31, 202413F-HR EDGAR
14. Oct 31, 202313F-HR EDGAR
15. Jul 28, 202313F-HR EDGAR
16. May 2, 202313F-HR EDGAR
17. Feb 3, 202313F-HR EDGAR
18. Oct 31, 202213F-HR EDGAR
19. Aug 25, 2022D EDGAR
20. Aug 5, 202213F-HR EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Money raised

Private offerings the company reported to the SEC on Form D.

1. Jun 15, 2026Raised $5.2 million in a private offering of equity Form D: $20 million offered in all Form D
2. Aug 19, 2022Raised $35 million in a private offering of debt Form D: 22 investors so far Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Oakworth Capital, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGAROakworth Capital, Inc.¹
• CIK0001588871
• Employer ID (EIN)46-3019611¹
• Incorporated inAlabama¹
• Fiscal year endsDecember 31¹
• Business address850 Shades Creek Parkway, Birmingham, AL 35209¹
• Phone205-263-4700¹
• On EDGAR sinceJan 27, 2014¹
• Filings57 in all: 13F-HR (51), D (4), 13F-HR/A (1), D/A (1)¹