Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Energy Transfer LP | 463,716 | reported | 05 Dec 2025 | tx 40+7,616,422−1,016,057 |
| Sunoco LP | 114,813 | reported | 30 Dec 2020 | tx 6+105,932−5,244 |
| MATRIX SERVICE CO | 52,176 | reported | 23 Oct 2010 | tx 7+61,501−9,325 |
| Regency Energy Partners LP | 40,057 | reported | 30 Apr 2015 | tx 42+200,433−194,433 |
| DCP Midstream Partners, LP | 6,395 | reported | 25 Feb 2008 | tx 4+7,296 |
| TEXAS CAPITAL BANCSHARES INC/TX | 1,092 | reported | 28 Apr 2026 | tx 15+19,438−6,173 |
| Energy Transfer Partners, L.P. | 0 | reported | 28 Apr 2017 | tx 11+117,811−95,692 |
| SUNOCO LOGISTICS PARTNERS LP | 0 | reported | 19 Oct 2018 | tx 5+155,008−182,237 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | TEXAS CAPITAL BANCSHARES INC/TX | 1,092 | 0.00 USD | deriv |
| 22 Apr 2026 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,670 | 0.00 USD | |
| 22 Apr 2026 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,670 | 0.00 USD | deriv |
| 05 Dec 2025 | GRANT_AWARD | Energy Transfer LP | 704,438 | 0.00 USD | |
| 05 Dec 2025 | TAX_WITHHOLDING | Energy Transfer LP | 330,637 | 16.60 USD | |
| 05 Dec 2025 | GRANT_AWARD | Energy Transfer LP | 234,812 | — | deriv |
| 23 Apr 2025 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,330 | 0.00 USD | |
| 23 Apr 2025 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,330 | 0.00 USD | deriv |
| 22 Apr 2025 | GRANT_AWARD | TEXAS CAPITAL BANCSHARES INC/TX | 1,670 | 0.00 USD | deriv |
| 05 Dec 2024 | GRANT_AWARD | Energy Transfer LP | 639,000 | 0.00 USD | |
| 05 Dec 2024 | TAX_WITHHOLDING | Energy Transfer LP | 298,569 | 19.14 USD | |
| 05 Dec 2024 | GRANT_AWARD | Energy Transfer LP | 213,000 | — | deriv |
| 12 Aug 2024 | PURCHASE | Energy Transfer LP | 20,000 | 15.68 USD | |
| 18 Apr 2024 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,631 | 0.00 USD | |
| 23 Apr 2024 | GRANT_AWARD | TEXAS CAPITAL BANCSHARES INC/TX | 1,330 | 0.00 USD | deriv |
| 18 Apr 2024 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,631 | 0.00 USD | deriv |
| 27 Feb 2024 | PURCHASE | TEXAS CAPITAL BANCSHARES INC/TX | 2,000 | 58.78 USD | |
| 08 Dec 2023 | GRANT_AWARD | Energy Transfer LP | 782,138 | 0.00 USD | |
| 08 Dec 2023 | GRANT_AWARD | Energy Transfer LP | 260,712 | — | deriv |
| 05 Dec 2023 | TAX_WITHHOLDING | Energy Transfer LP | 195,957 | 13.74 USD | |
| 16 May 2023 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,542 | 0.00 USD | |
| 16 May 2023 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,542 | 0.00 USD | deriv |
| 28 Apr 2023 | PURCHASE | TEXAS CAPITAL BANCSHARES INC/TX | 4,000 | 50.17 USD | first after silence |
| 18 Apr 2023 | GRANT_AWARD | TEXAS CAPITAL BANCSHARES INC/TX | 1,631 | 0.00 USD | deriv |
| 12 Dec 2022 | GRANT_AWARD | Energy Transfer LP | 958,950 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 28 Apr 2023.