Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Hilltop Holdings Inc. | 30,111 | reported | 24 Jul 2025 | tx 22+30,111 |
| CBIZ, Inc. | 20,125 | reported | 15 May 2026 | tx 8+120,125 |
| ZaZa Energy Corp | 19,980 | reported | 15 Mar 2015 | tx 4+101,348−842 |
| BLUE DOLPHIN ENERGY CO | 9,683 | reported | 28 Apr 2014 | tx 6+9,683 |
| MILLER PETROLEUM INC | 0 | reported | 29 Mar 2016 | tx 17+195,000−195,000 |
| Salient Absolute Return Institutional Fund | 0 | reported | 31 Dec 2012 | tx 4+42,957−77,200.68 |
| ENDOWMENT REGISTERED FUND L P | 0 | reported | 31 Mar 2010 | tx 2+1−1 |
| PLAINS CAPITAL CORP | 0 | reported | 30 Nov 2012 | tx 6+18,586−18,586 |
| Endowment Institutional Fund, L.P. | 0 | reported | 31 Mar 2014 | tx 7+6−1 |
| Tectonic Financial, Inc. | 0 | reported | 17 Feb 2026 | tx 9+1,080,500−55,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | CBIZ, Inc. | 6,051 | 0.00 USD | |
| 17 Feb 2026 | OTHER | Tectonic Financial, Inc. | 5,000 | 10.00 USD | |
| 05 Jan 2026 | SALE | Tectonic Financial, Inc. | 20,000 | 5.70 USD | |
| 24 Jul 2025 | GRANT_AWARD | Hilltop Holdings Inc. | 957 | 31.36 USD | |
| 16 May 2025 | GRANT_AWARD | CBIZ, Inc. | 2,361 | 0.00 USD | |
| 10 May 2024 | GRANT_AWARD | CBIZ, Inc. | 1,949 | 0.00 USD | |
| 30 Jun 2023 | GRANT_AWARD | Hilltop Holdings Inc. | 735 | 30.92 USD | |
| 10 May 2023 | GRANT_AWARD | CBIZ, Inc. | 3,022 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | Hilltop Holdings Inc. | 772 | 29.44 USD | |
| 31 Dec 2022 | GRANT_AWARD | Hilltop Holdings Inc. | 728 | 29.51 USD | |
| 30 Sept 2022 | GRANT_AWARD | Hilltop Holdings Inc. | 746 | 25.44 USD | |
| 30 Jun 2022 | GRANT_AWARD | Hilltop Holdings Inc. | 634 | 26.78 USD | |
| 09 May 2022 | GRANT_AWARD | CBIZ, Inc. | 3,004 | 0.00 USD | |
| 31 Mar 2022 | GRANT_AWARD | Hilltop Holdings Inc. | 565 | 30.07 USD | |
| 31 Dec 2021 | GRANT_AWARD | Hilltop Holdings Inc. | 488 | 34.83 USD | |
| 30 Sept 2021 | GRANT_AWARD | Hilltop Holdings Inc. | 521 | 32.59 USD | |
| 19 Aug 2021 | SALE | Tectonic Financial, Inc. | 10,500 | 10.00 USD | |
| 19 Aug 2021 | SALE | Tectonic Financial, Inc. | 7,500 | 10.00 USD | |
| 19 Aug 2021 | SALE | Tectonic Financial, Inc. | 12,000 | 10.00 USD | |
| 30 Jun 2021 | GRANT_AWARD | Hilltop Holdings Inc. | 463 | 36.68 USD | |
| 12 May 2021 | GRANT_AWARD | CBIZ, Inc. | 3,738 | 0.00 USD | |
| 31 Mar 2021 | GRANT_AWARD | Hilltop Holdings Inc. | 482 | 35.21 USD | |
| 31 Dec 2020 | GRANT_AWARD | Hilltop Holdings Inc. | 623 | 27.25 USD | |
| 30 Sept 2020 | GRANT_AWARD | Hilltop Holdings Inc. | 860 | 19.77 USD | |
| 06 Aug 2020 | GRANT_AWARD | CBIZ, Inc. | 50,000 | 26.42 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 14 May 2019.