# EDGAR Filing Document

**Accession Number:** 0001077428
**File Stem:** 0001214659-25-012173
**Filing Date:** 2025-8
**Character Count:** 13252
**Document Hash:** 43c60074d63d1890237427023728f26e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-012173.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001214659-25-012173

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TEXAS CAPITAL BANCSHARES INC/TX
- **CENTRAL INDEX KEY:** 0001077428
- **STANDARD INDUSTRIAL CLASSIFICATION:** STATE COMMERCIAL BANKS [6022]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 752679109
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-80469
- **FILM NUMBER:** 251217277

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 MCKINNEY AVE
- **STREET 2:** SUITE 700
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201
- **BUSINESS PHONE:** 2149326600

**MAIL ADDRESS:**
- **STREET 1:** 2000 MCKINNEY AVE
- **STREET 2:** SUITE 700
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** North Reef Capital Management LP
- **CENTRAL INDEX KEY:** 0001867831

**ORGANIZATION NAME:**
- **EIN:** 852858118
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G/A

**BUSINESS ADDRESS:**
- **STREET 1:** 1833 SOUTH COAST HIGHWAY, SUITE 210
- **CITY:** LAGUNA BEACH
- **STATE:** CA
- **ZIP:** 92651
- **BUSINESS PHONE:** 949-482-2121

**MAIL ADDRESS:**
- **STREET 1:** 1833 SOUTH COAST HIGHWAY, SUITE 210
- **CITY:** LAGUNA BEACH
- **STATE:** CA
- **ZIP:** 92651

## Exhibit 99.1

**Exhibit 99.1**

 **<u>EXHIBIT 1</u>**

 **JOINT ACQUISITION STATEMENT**

 **PURSUANT TO RULE 13d-1(k)**

The undersigned acknowledge and agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G shall be filed on behalf of each of the undersigned without the necessity of filing additional joint acquisition statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him or it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate.

DATED: August 14, 2025

 **NORTH REEF CAPITAL MANAGEMENT LP**

---

| | |
|:---|:---|
| By: | /s/ Daniel M. Locasto |
| Name: | Daniel M. Locasto |
| Title: | Chief Compliance Officer |

---

 **NORTH REEF CAPITAL MANAGEMENT GP LLC, its Investment Manager**

---

| | |
|:---|:---|
| By: | /s/ James H. Hanna, III |
| Name: | James H. Hanna, III |
| Title: | Managing Member |

---

---

| | |
|:---|:---|
| By: | /s/ James H. Hanna, III |
| Name: | James H. Hanna, III |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**(Amendment No. 1)**

**Issuer:** TEXAS CAPITAL BANCSHARES INC/TX

**Title of Class of Securities:** Common Stock, par value $0.01 per share

**CUSIP Number:** 88224Q107

**Date of Event Which Requires Filing of this Statement:** 06/30/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [x] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [ ] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>North Reef Capital Management LP | Names of Reporting Persons<br>North Reef Capital Management LP |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1984977.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1984977.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1984977.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1984977.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>4.3% | Percent of Class Represented by Amount in Row (9)<br>4.3% |
| 12. | Type of Reporting Person (See Instructions)<br>IA, PN | Type of Reporting Person (See Instructions)<br>IA, PN |

---

| 1. | Names of Reporting Persons<br>North Reef Capital Management GP LLC | Names of Reporting Persons<br>North Reef Capital Management GP LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1984977.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1984977.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1984977.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1984977.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>4.3% | Percent of Class Represented by Amount in Row (9)<br>4.3% |
| 12. | Type of Reporting Person (See Instructions)<br>HC | Type of Reporting Person (See Instructions)<br>HC |

---

| 1. | Names of Reporting Persons<br>James H. Hanna, III | Names of Reporting Persons<br>James H. Hanna, III |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>CA | Citizenship or Place of Organization<br>CA |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1984977.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1984977.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1984977.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1984977.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>4.3% | Percent of Class Represented by Amount in Row (9)<br>4.3% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

---

**Item 1(a). Name of Issuer:**
TEXAS CAPITAL BANCSHARES INC/TX

**Item 1(b). Address of Issuer's Principal Executive Offices:**
2000 McKinney Avenue, Suite 700, Dallas, Texas, 75201

**Item 2(a). Name of Person Filing:**
This statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"):
1. North Reef Capital Management LP ("North Reef Capital"), a Delaware limited partnership and theinvestment manager of certain funds and accounts (collectively, "North Reef"), with respect to theshares of Common Stock (as defined in Item 2(d) below) directly held by North Reef.

2. North Reef Capital Management GP LLC ("North Reef GP"), a Delaware limited liability company,as the general partner of North Reef Capital, and

3. James H. Hanna, III, the managing member of North Reef GP.

The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons."

The filing of this statement should not be construed as an admission that any of the forgoing persons or any Reporting Person is, for the purposes of Section 13 of the Act, the beneficial owner of the shares of Common Stock reported herein.

**Item 2(b). Address of Principal Business Office:**
The address of the business office of each of the Reporting Persons is:
1833 South Coast Highway, Suite 210, Laguna Beach, California 92651

**Item 2(c). Citizenship:**
Delaware

**Item 2(d). Title of Class of Securities:**
Common Stock, par value $0.01 per share

**Item 2(e). CUSIP Number:**
88224Q107

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [x] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [x] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

1,984,977

**(b) Percent of class:**

4.3%

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

—

**(ii) Shared power to vote or to direct the vote:**

1,984,977

**(iii) Sole power to dispose or to direct the disposition of:**

—

**(iv) Shared power to dispose or to direct the disposition of:**

1,984,977

**Item 5. Ownership of Five Percent or Less of a Class.**

[ ] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**North Reef Capital Management LP**

**Date:** 08/14/2025

**By:** /s/ Daniel M. Locasto

**Name & Title:** Chief Compliance Officer

**North Reef Capital Management GP LLC**

**Date:** 08/14/2025

**By:** /s/ James H. Hanna, III

**Name & Title:** Managing Member

**James H. Hanna, III**

**Date:** 08/14/2025

**By:** /s/ James H. Hanna, III

**Name & Title:** James H. Hanna, III