Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| USD Partners LP | 142,829 | reported | 16 Feb 2024 | tx 20+159,568−13,136 |
| WhiteHorse Finance, Inc. | 3,700 | reported | 04 Mar 2020 | tx 12+33,700−30,000 |
| SouthState Bank Corp | 1,050 | reported | 01 May 2026 | tx 7+9,456 |
| Independent Bank Group, Inc. | 0 | reported | 01 Jan 2025 | tx 109+383,222−305,644 |
3 purchases reported after at least 12 months of silence — most recent on 06 Mar 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | SouthState Bank Corp | 1,050 | 97.48 USD | deriv |
| 01 Nov 2025 | EXERCISE | SouthState Bank Corp | 1,136 | 0.00 USD | |
| 01 Aug 2025 | PURCHASE | SouthState Bank Corp | 2,500 | 92.30 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 |
| 06 Mar 2025 | PURCHASE | SouthState Bank Corp | 3,100 | 93.60 USD | first after silence |
| 22 Jan 2025 | GRANT_AWARD | SouthState Bank Corp | 267 | 99.47 USD | deriv |
| 01 Jan 2025 | OTHER | Independent Bank Group, Inc. | 56,131 | — | |
| 01 Jul 2024 | GRANT_AWARD | Independent Bank Group, Inc. | 1,548 | 0.00 USD | |
| 16 Feb 2024 | SALE | USD Partners LP | 13,136 | 0.22 USD | anomaly |
| 01 Jul 2023 | GRANT_AWARD | Independent Bank Group, Inc. | 1,738 | 0.00 USD | |
| 16 Feb 2023 | GRANT_AWARD | USD Partners LP | 13,136 | 0.00 USD | |
| 01 Jul 2022 | GRANT_AWARD | Independent Bank Group, Inc. | 874 | 0.00 USD | |
| 16 Feb 2022 | GRANT_AWARD | USD Partners LP | 13,136 | 0.00 USD | |
| 27 Jan 2022 | SALE | Independent Bank Group, Inc. | 2,002 | 77.23 USD | |
| 28 Jan 2022 | SALE | Independent Bank Group, Inc. | 759 | 75.01 USD | |
| 28 Jan 2022 | SALE | Independent Bank Group, Inc. | 9,241 | 74.32 USD | |
| 27 Jan 2022 | SALE | Independent Bank Group, Inc. | 6,998 | 75.30 USD | |
| 03 Jun 2021 | GRANT_AWARD | Independent Bank Group, Inc. | 754 | 0.00 USD | |
| 16 Feb 2021 | GRANT_AWARD | USD Partners LP | 13,136 | 0.00 USD | |
| 04 Feb 2021 | SALE | Independent Bank Group, Inc. | 13,000 | 67.42 USD | |
| 09 Dec 2020 | SALE | Independent Bank Group, Inc. | 15,000 | 59.18 USD | |
| 04 Sept 2020 | GRANT_AWARD | Independent Bank Group, Inc. | 1,159 | 0.00 USD | |
| 04 Mar 2020 | PURCHASE | WhiteHorse Finance, Inc. | 3,700 | 13.85 USD | |
| 16 Feb 2020 | GRANT_AWARD | USD Partners LP | 13,136 | 0.00 USD |