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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      


Independent Bank Group Inc $2,513,001 Usd Partners Lp $0 Whitehorse Finance, Inc. $47,545 Independent Bank Group Inc $2,513,001 Usd Partners Lp $0 Whitehorse Finance, Inc. $47,545
 


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*  
* Premium Members only  

Records found :    118         Free Registration Required For Full Results.    Limit: 25

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  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
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   –       •      –    2015-05-01 4/A B $38.58 $185,207 I/I 4,800 33,900 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-15 4 B $38.71 $38,710 I/I 1,000 39,314 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2014-12-19 4 B $38.86 $124,344 I/I 3,200 15,500 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-06 4 B $38.88 $93,307 I/I 2,400 27,800 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-06 4 B $38.88 $93,307 I/I 2,400 27,800 2.1 -
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   –       •      –    2015-10-30 4 B $38.95 $194,728 I/I 5,000 44,314 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-13 4 B $38.97 $102,294 I/I 2,625 38,314 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-07 4 B $38.98 $77,961 I/I 2,000 29,800 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-07 4 B $38.98 $77,961 I/I 2,000 29,800 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-08 4 B $39.00 $3,276 I/I 84 29,884 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-08 4 B $39.00 $3,276 I/I 84 29,884 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2015-05-05 4 B $39.25 $51,106 I/I 1,300 25,400 2.1 -
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   –       •      –    2014-11-19 4 B $43.41 $130,239 I/I 3,000 11,000 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2014-08-04 4 B $47.41 $71,108 I/I 1,500 1,500 2.1 -
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   –       •      –    2014-08-05 4 B $47.98 $119,954 I/I 2,500 4,000 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2014-06-05 4 B $48.78 $73,170 D/D 1,500 118,010 2.39 -
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   –       •      –    2019-06-05 4 S $52.90 $7,141,500 I/I (135,000) 0 0 -
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   –       •      –    2020-12-09 4 S $59.18 $887,627 D/D (15,000) 83,217 0 %
IBTX Independent Bank Group In... Director   –       •      –    2016-11-23 4 S $59.70 $298,500 I/I (5,000) 85,000 0 -
  118  Records found
  1   2   3   4  5      
  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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