Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ALTRIA GROUP, INC. | 19,936 | reported | 14 May 2026 | tx 5+16,863 |
| WAFD INC | 11,396 | reported | 02 Jan 2026 | tx 2+8,149 |
| Solaris Energy Infrastructure, Inc. | 8,324 | reported | 23 Aug 2025 | tx 2+8,324 |
| Luther Burbank Corp | 0 | reported | 01 Mar 2024 | tx 3+9,684−9,684 |
| Aris Water Solutions, Inc. | 0 | reported | 15 Oct 2025 | tx 7+55,675−55,675 |
| TEXAS REGIONAL BANCSHARES INC | 0 | reported | 10 Nov 2006 | tx 6+5,537−30,916 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | ALTRIA GROUP, INC. | 2,571 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | WAFD INC | 3,310 | 32.03 USD | |
| 15 Oct 2025 | OTHER | Aris Water Solutions, Inc. | 55,675 | — | |
| 23 Aug 2025 | GRANT_AWARD | Solaris Energy Infrastructure, Inc. | 5,963 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | ALTRIA GROUP, INC. | 3,219 | 0.00 USD | |
| 01 Mar 2025 | GRANT_AWARD | Aris Water Solutions, Inc. | 5,901 | 0.00 USD | |
| 30 Jan 2025 | GRANT_AWARD | Solaris Energy Infrastructure, Inc. | 2,361 | 29.65 USD | |
| 02 Jan 2025 | GRANT_AWARD | WAFD INC | 4,839 | 32.24 USD | |
| 01 Jul 2024 | GRANT_AWARD | Aris Water Solutions, Inc. | 9,352 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | ALTRIA GROUP, INC. | 3,800 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Luther Burbank Corp | 9,684 | — | |
| 01 Jul 2023 | GRANT_AWARD | Aris Water Solutions, Inc. | 13,566 | 0.00 USD | |
| 18 May 2023 | GRANT_AWARD | ALTRIA GROUP, INC. | 3,901 | 0.00 USD | |
| 24 Jan 2023 | GRANT_AWARD | Luther Burbank Corp | 5,339 | 0.00 USD | |
| 01 Jul 2022 | GRANT_AWARD | Aris Water Solutions, Inc. | 8,394 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | ALTRIA GROUP, INC. | 3,372 | 0.00 USD | |
| 25 Jan 2022 | GRANT_AWARD | Luther Burbank Corp | 4,345 | 0.00 USD | |
| 26 Oct 2021 | GRANT_AWARD | Aris Water Solutions, Inc. | 10,770 | 0.00 USD | |
| 26 Oct 2021 | PURCHASE | Aris Water Solutions, Inc. | 7,692 | 13.00 USD | |
| 10 Nov 2006 | OTHER | TEXAS REGIONAL BANCSHARES INC | 16,916 | 38.90 USD | |
| 10 Nov 2006 | OTHER | TEXAS REGIONAL BANCSHARES INC | 3,000 | 38.90 USD | deriv |
| 10 Nov 2006 | OTHER | TEXAS REGIONAL BANCSHARES INC | 11,000 | 38.90 USD | deriv |
| 13 Apr 2006 | OTHER | TEXAS REGIONAL BANCSHARES INC | 1,537 | 0.00 USD | |
| 25 Apr 2006 | GRANT_AWARD | TEXAS REGIONAL BANCSHARES INC | 3,000 | 0.00 USD | deriv |
| 13 Apr 2006 | OTHER | TEXAS REGIONAL BANCSHARES INC | 1,000 | 0.00 USD | deriv |