|
|
|
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 |
|
|
|
|
|
|
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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%
|
|
|
|
|
|
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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* |
|
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|
|
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Records found :
118 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 4 of 5
|
Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
WHF |
Whitehorse Finance, Inc. |
Director |
|
2018-08-14 |
4 |
S |
$14.19 |
$127,692 |
D/D |
(9,000) |
0 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2014-06-12 |
4 |
B |
$51.92 |
$129,938 |
I/I |
2,500 |
21,730 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2014-11-19 |
4 |
B |
$43.41 |
$130,239 |
I/I |
3,000 |
11,000 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-05-07 |
4 |
B |
$28.95 |
$144,734 |
D/D |
5,000 |
81,423 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-08-27 |
4 |
B |
$33.81 |
$145,316 |
D/D |
4,295 |
105,423 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2015-12-08 |
4 |
B |
$36.86 |
$147,447 |
I/I |
4,000 |
53,714 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2015-12-07 |
4 |
B |
$37.62 |
$150,475 |
I/I |
4,000 |
49,714 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-08-28 |
4 |
B |
$34.03 |
$153,179 |
D/D |
4,501 |
109,924 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2015-05-01 |
4 |
B |
$38.58 |
$154,339 |
I/I |
4,000 |
24,100 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-08-29 |
4 |
B |
$34.24 |
$154,965 |
D/D |
4,526 |
114,450 |
2.39 |
- |
|
WHF |
Whitehorse Finance, Inc. |
Director |
|
2018-06-07 |
4 |
S |
$14.88 |
$160,555 |
D/D |
(10,790) |
19,210 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2015-05-01 |
4/A |
B |
$38.58 |
$185,207 |
I/I |
4,800 |
33,900 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2015-10-30 |
4 |
B |
$38.95 |
$194,728 |
I/I |
5,000 |
44,314 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-08-26 |
4 |
B |
$34.25 |
$224,302 |
D/D |
6,509 |
101,128 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2015-05-12 |
4 |
B |
$38.95 |
$226,112 |
I/I |
5,805 |
35,689 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-05-10 |
4 |
B |
$28.99 |
$260,765 |
D/D |
8,995 |
91,345 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2020-01-30 |
4 |
B |
$53.33 |
$266,650 |
D/D |
5,000 |
97,058 |
2.39 |
% |
|
IBTX |
Independent Bank Group In... |
Director |
|
2016-06-27 |
4 |
B |
$38.15 |
$277,968 |
I/I |
7,286 |
90,000 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2016-11-23 |
4 |
S |
$59.70 |
$298,500 |
I/I |
(5,000) |
85,000 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2016-06-24 |
4 |
B |
$39.57 |
$312,627 |
I/I |
7,900 |
82,714 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2017-01-30 |
4 |
S |
$62.33 |
$381,154 |
I/I |
(6,115) |
15,615 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2014-08-01 |
4 |
B |
$47.63 |
$429,751 |
I/I |
9,000 |
9,000 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2013-04-03 |
4 |
B |
$26.00 |
$499,980 |
I/I |
19,230 |
19,230 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2018-05-29 |
4/A |
B |
$72.83 |
$582,618 |
I/I |
8,000 |
24,145 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2018-05-29 |
4 |
B |
$72.83 |
$582,618 |
I/I |
8,000 |
100,000 |
2.1 |
- |
|
118 Records found
|
|
Page 4 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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