SEC Filings and Other Reports

SEC Filings*

• 10-K Reports
• 10-Q Reports
• 8-K Reports
• Section 16 Filings (Form 3 | Form 4 | Form 5)
• All SEC Filings

Quarterly and Annual Reports

• 2024 10-K Report (PDF)
• 2024 10-Q 3rd Quarter Report (PDF)
• 2024 10-Q 2nd Quarter Report (PDF)
• 2024 10-Q 1st Quarter Report (PDF)

 

Other Reports and Information

• IRS Form 8937 TriState Capital Holdings common stock (PDF)
• IRS Form 8937 TriState Capital Preferred Stock Series A (PDF)
• IRS Form 8937 TriState Capital Preferred Stock Series B (PDF)
• Market Risk Rule Disclosure 4th Quarter 2024 (PDF)
• Basel III Public Disclosure 4th Quarter 2024 (PDF)
• Basel III Public Disclosure 3rd Quarter 2024 (PDF)
• Basel III Public Disclosure 2nd Quarter 2024 (PDF)
• Basel III Public Disclosure 1st Quarter 2024 (PDF)
• Basel III Public Disclosure 4th Quarter 2023 (PDF)
• Basel III Public Disclosure 3rd Quarter 2023 (PDF)
• Basel III Public Disclosure 2nd Quarter 2023 (PDF)
• Basel III Public Disclosure 1st Quarter 2023 (PDF)
• Basel III Public Disclosure 4th Quarter 2022 (PDF)
• Basel III Public Disclosure 3rd Quarter 2022 (PDF)
• Basel III Public Disclosure 2nd Quarter 2022 (PDF)
• Basel III Public Disclosure 1st Quarter 2022 (PDF)
• Segment Operating Results by Quarter
• Statement of Income Reporting Changes
• 2017 Annual Dodd-Frank Act Stress Test Disclosure (PDF)
• 2016 Annual Dodd-Frank Act Stress Test Disclosure (PDF)
• 2015 Annual Dodd-Frank Act Stress Test Disclosure (PDF)
• Shareholders can receive RJF reports electronically

*These reports are made available through the U.S. Securities and Exchange Commission website

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