Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CAPITAL SOUTHWEST CORP | 40,944 | reported | 12 Aug 2025 | tx 14+40,944 |
| SouthState Bank Corp | 1,050 | reported | 01 May 2026 | tx 13+49,756−74,500 |
| Independent Bank Group, Inc. | 0 | reported | 01 Jan 2025 | tx 67+273,463−1,340,452 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | SouthState Bank Corp | 1,050 | 97.48 USD | deriv |
| 28 Apr 2026 | SALE | SouthState Bank Corp | 9,000 | 98.39 USD | |
| 28 Apr 2026 | SALE | SouthState Bank Corp | 5,300 | 98.39 USD | |
| 09 Dec 2025 | GIFT | SouthState Bank Corp | 13,800 | 0.00 USD | |
| 09 Dec 2025 | OTHER | SouthState Bank Corp | 13,800 | 0.00 USD | |
| 01 Nov 2025 | EXERCISE | SouthState Bank Corp | 1,136 | 0.00 USD | |
| 12 Aug 2025 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,193 | 0.00 USD | |
| 29 Jul 2025 | OTHER | SouthState Bank Corp | 32,100 | 0.00 USD | |
| 29 Jul 2025 | OTHER | SouthState Bank Corp | 32,100 | 0.00 USD | |
| 22 Jul 2025 | EXERCISE | SouthState Bank Corp | 267 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | SouthState Bank Corp | 1,136 | 87.65 USD | deriv |
| 22 Jan 2025 | GRANT_AWARD | SouthState Bank Corp | 267 | 99.47 USD | deriv |
| 01 Jan 2025 | TAX_WITHHOLDING | Independent Bank Group, Inc. | 23,901 | 60.67 USD | |
| 01 Jan 2025 | OTHER | Independent Bank Group, Inc. | 107,400 | — | |
| 01 Jan 2025 | GRANT_AWARD | Independent Bank Group, Inc. | 38,159 | — | |
| 01 Jan 2025 | OTHER | Independent Bank Group, Inc. | 30,000 | — | |
| 01 Jan 2025 | OTHER | Independent Bank Group, Inc. | 545,977 | — | |
| 01 Jan 2025 | OTHER | Independent Bank Group, Inc. | 30,000 | — | |
| 09 Aug 2024 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,090 | 0.00 USD | |
| 16 Jul 2024 | TAX_WITHHOLDING | Independent Bank Group, Inc. | 11,333 | 54.36 USD | |
| 16 Jul 2024 | GRANT_AWARD | Independent Bank Group, Inc. | 28,800 | — | |
| 08 Jul 2024 | TAX_WITHHOLDING | Independent Bank Group, Inc. | 1,198 | 45.30 USD | |
| 26 Feb 2024 | TAX_WITHHOLDING | Independent Bank Group, Inc. | 578 | 44.24 USD | |
| 23 Feb 2024 | TAX_WITHHOLDING | Independent Bank Group, Inc. | 1,204 | 44.69 USD | |
| 21 Feb 2024 | GRANT_AWARD | Independent Bank Group, Inc. | 16,223 | — |
4 purchases reported after at least 12 months of silence — most recent on 04 May 2023.