|
|
|
Insider
Information: |
Smith G Stacy |
Relationship: |
10% Owner |
City: |
Dallas |
State: |
TX |
|
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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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|
|
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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 |
USDP |
Usd Partners Lp |
SEE REMARKS |
|
2015-12-01 |
4 |
B |
$9.98 |
$60,715 |
D/D |
6,082 |
18,000 |
2.39 |
- |
|
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 |
|
2013-08-26 |
4 |
B |
$34.25 |
$224,302 |
D/D |
6,509 |
101,128 |
2.39 |
- |
|
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 |
|
2016-06-27 |
4 |
B |
$38.15 |
$277,968 |
I/I |
7,286 |
90,000 |
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 |
|
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 |
- |
|
USDP |
Usd Partners Lp |
SEE REMARKS |
|
2017-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
8,333 |
53,546 |
0 |
- |
|
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 |
|
2014-08-01 |
4 |
B |
$47.63 |
$429,751 |
I/I |
9,000 |
9,000 |
2.1 |
- |
|
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 |
|
2022-01-27 |
4 |
S |
$75.30 |
$681,532 |
D/D |
(9,000) |
61,971 |
0 |
% |
|
USDP |
Usd Partners Lp |
SEE REMARKS |
|
2017-09-06 |
4 |
B |
$10.45 |
$103,843 |
D/D |
9,850 |
79,896 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2017-02-10 |
4 |
S |
$64.44 |
$644,436 |
D/D |
(10,000) |
110,151 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2017-02-13 |
4 |
S |
$65.43 |
$654,338 |
I/I |
(10,000) |
75,000 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2017-02-13 |
4 |
S |
$65.37 |
$653,700 |
D/D |
(10,000) |
100,151 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2017-02-17 |
4 |
S |
$66.30 |
$662,980 |
D/D |
(10,000) |
90,151 |
0 |
- |
|
USDP |
Usd Partners Lp |
SEE REMARKS |
|
2017-08-14 |
4 |
B |
$10.91 |
$109,100 |
D/D |
10,000 |
63,546 |
2.39 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2018-07-27 |
4 |
B |
$68.56 |
$685,624 |
I/I |
10,000 |
110,000 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2018-07-27 |
4/A |
B |
$68.56 |
$685,624 |
I/I |
10,000 |
56,904 |
2.1 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2022-01-28 |
4 |
S |
$74.32 |
$743,727 |
D/D |
(10,000) |
51,971 |
0 |
% |
|
USDP |
Usd Partners Lp |
SEE REMARKS |
|
2015-11-30 |
4 |
B |
$10.05 |
$102,288 |
D/D |
10,178 |
11,918 |
2.39 |
- |
|
WHF |
Whitehorse Finance, Inc. |
Director |
|
2018-06-07 |
4 |
S |
$14.88 |
$160,555 |
D/D |
(10,790) |
19,210 |
0 |
- |
|
USDP |
Usd Partners Lp |
SEE REMARKS |
|
2018-02-16 |
4 |
A |
$0.00 |
$0 |
D/D |
11,348 |
91,244 |
0 |
- |
|
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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