| |
| |
|
| Insider
Information: |
Smith G Stacy |
| Relationship: |
10% Owner |
| City: |
Dallas |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
201,112 |
|
|
Indirect Shares
|
12,558,501 |
|
|
| Direct
Value |
$2,560,546 |
|
|
|
Indirect Value
|
$19,323,250 |
|
|
| Total
Shares |
12,759,613 |
|
|
| Total
Value |
$21,883,797 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
4
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
2
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
-2.0
|
0.0
|
| Percentage
Gain/Loss : |
 -5.1%
|
 9.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Rockford Corp |
ROFO |
10% Owner |
|
0 |
2003-07-18 |
935,284 |
Premium* |
|
|
Independent Bank Group Inc |
IBTX |
Director |
2023-07-01 |
54,583 |
2019-06-05 |
0 |
Premium* |
|
|
Usd Partners Lp |
USDP |
SEE REMARKS, Director |
2024-02-16 |
142,829 |
2015-10-29 |
0 |
Premium* |
|
|
Whitehorse Finance, Inc. |
WHF |
Director |
2020-03-04 |
3,700 |
2015-11-10 |
0 |
Premium* |
|
|
Akumin Inc |
AKU |
10% Owner |
|
0 |
2022-01-01 |
11,623,217 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
118 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 5
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| IBTX |
Independent Bank Group In... |
Director |
– • – |
2023-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,738 |
54,583 |
0 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2024-02-16 |
4 |
S |
$0.22 |
$2,890 |
D/D |
(13,136) |
142,829 |
0 |
- |
|
| ROFO |
Rockford Corp |
10% Owner |
– – • |
2003-07-16 |
4 |
B |
$5.43 |
$7,059 |
I/I |
1,300 |
935,184 |
1.5 |
- |
|
| ROFO |
Rockford Corp |
10% Owner |
– – • |
2003-07-18 |
4 |
B |
$5.54 |
$554 |
I/I |
100 |
935,284 |
1.42 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2015-12-08 |
4 |
B |
$7.84 |
$15,679 |
D/D |
2,000 |
20,000 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2015-12-01 |
4 |
B |
$9.98 |
$60,715 |
D/D |
6,082 |
18,000 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2016-03-07 |
4 |
B |
$9.98 |
$39,920 |
D/D |
4,000 |
26,000 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2015-11-23 |
4 |
B |
$9.99 |
$17,387 |
D/D |
1,740 |
1,740 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2016-03-09 |
4 |
B |
$10.02 |
$40,080 |
D/D |
4,000 |
30,000 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2015-11-30 |
4 |
B |
$10.05 |
$102,288 |
D/D |
10,178 |
11,918 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2017-09-06 |
4 |
B |
$10.45 |
$103,843 |
D/D |
9,850 |
79,896 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2017-08-15 |
4 |
B |
$10.59 |
$37,065 |
D/D |
3,500 |
67,046 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2017-08-25 |
4 |
B |
$10.78 |
$32,340 |
D/D |
3,000 |
70,046 |
2.39 |
- |
|
| USDP |
Usd Partners Lp |
SEE REMARKS |
– • – |
2017-08-14 |
4 |
B |
$10.91 |
$109,100 |
D/D |
10,000 |
63,546 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2015-11-10 |
4 |
B |
$12.04 |
$68,881 |
D/D |
5,721 |
5,721 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2015-11-11 |
4 |
B |
$12.15 |
$62,475 |
D/D |
5,142 |
10,863 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2015-11-12 |
4 |
B |
$12.28 |
$50,802 |
D/D |
4,137 |
15,000 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2015-11-13 |
4 |
B |
$12.34 |
$69,104 |
D/D |
5,600 |
20,600 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2015-11-16 |
4 |
B |
$12.38 |
$17,332 |
D/D |
1,400 |
22,000 |
2.39 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2020-03-04 |
4 |
B |
$13.85 |
$51,245 |
D/D |
3,700 |
3,700 |
2.39 |
% |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2018-08-14 |
4 |
S |
$14.19 |
$127,692 |
D/D |
(9,000) |
0 |
0 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2018-08-13 |
4 |
S |
$14.47 |
$43,419 |
D/D |
(3,000) |
9,000 |
0 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2018-06-07 |
4 |
S |
$14.88 |
$160,555 |
D/D |
(10,790) |
19,210 |
0 |
- |
|
| WHF |
Whitehorse Finance, Inc. |
Director |
– • – |
2018-06-08 |
4 |
S |
$14.98 |
$108,006 |
D/D |
(7,210) |
12,000 |
0 |
- |
|
| IBTX |
Independent Bank Group In... |
Director |
– • – |
2013-04-03 |
4 |
B |
$26.00 |
$1,500,018 |
D/D |
57,693 |
76,423 |
2.39 |
- |
|
118 Records found
|
|
Page 2 of 5 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
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|
