|
|
|
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 5 of 5
|
Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
AKU |
Akumin Inc |
10% Owner |
|
2022-01-01 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
11,623,217 |
|
% |
|
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 |
|
2017-01-30 |
4 |
S |
$62.33 |
$381,154 |
I/I |
(6,115) |
15,615 |
0 |
- |
|
IBTX |
Independent Bank Group In... |
Director |
|
2017-01-31 |
4 |
S |
$62.18 |
$970,995 |
I/I |
(15,615) |
0 |
0 |
- |
|
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 |
- |
|
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 |
- |
|
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 |
|
2018-08-14 |
4 |
S |
$14.19 |
$127,692 |
D/D |
(9,000) |
0 |
0 |
- |
|
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 |
|
2020-12-09 |
4 |
S |
$59.18 |
$887,627 |
D/D |
(15,000) |
83,217 |
0 |
% |
|
IBTX |
Independent Bank Group In... |
Director |
|
2021-02-04 |
4 |
S |
$67.42 |
$876,460 |
D/D |
(13,000) |
70,217 |
0 |
% |
|
IBTX |
Independent Bank Group In... |
Director |
|
2022-01-27 |
4 |
S |
$75.30 |
$681,532 |
D/D |
(9,000) |
61,971 |
0 |
% |
|
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 |
|
2024-02-16 |
4 |
S |
$0.22 |
$2,890 |
D/D |
(13,136) |
142,829 |
0 |
- |
|
118 Records found
|
|
Page 5 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 |
|
|
|
|
|
|