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Insider Information:   Brooks David R
Relationship:   Director
City:   Mckinney
State:   TX
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   113,534    

Indirect Shares

  605,977      
Direct Value   $4,306,977    

Indirect Value

  $26,408,478      
Total Shares   719,511      
Total Value   $30,715,455      


Independent Bank Group Inc
 $3,350,125 Capital Southwest Corp
 $956,852 Independent Bank Group Inc
 $3,350,125 Capital Southwest Corp
 $956,852
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    4   
    0    

     Stock price went up :

    3   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   3.0   
   0.0   
     Percentage Gain/Loss :
   48.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Independent Bank Group Inc IBTX Chairman and CEO, Dire... 2024-02-26 76,873 2024-02-26 605,977    Premium*  
            Capital Southwest Corp CSWC Director 2023-08-10 36,661 2014-01-31 0    Premium*  
* Premium Members only  

Records found :    60         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
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... Chairman, CEO and President   •       •      –    2016-10-21 4 AS $47.00 $470,000 D/D (10,000) 890,382 0 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2016-08-01 4 D $40.40 $4,040,000 D/D (100,000) 900,382 0 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2015-03-18 4/A GD $0.00 $0 D/D 29,600 1,000,382 0 -
IBTX Independent Bank Group In... CEO   •       •      –    2014-06-05 4 B $48.72 $48,720 D/D 1,000 1,008,804 2.81 -
IBTX Independent Bank Group In... Chairman and CEOOfficer   •       •      –    2013-04-02 3 IO $0.00 $0 D/D 0 1,009,706 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2013-04-03 4 B $26.00 $108,992 D/D 4,192 1,013,898 2.81 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2015-01-30 4 A $0.00 $0 D/D 10,897 1,019,701 0 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2016-01-29 4 A $0.00 $0 D/D 10,281 1,029,982 0 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2013-04-08 4 A $0.00 $0 D/D 25,600 1,039,498 0 -
IBTX Independent Bank Group In... Chairman and CEO   •       •      –    2014-01-31 4 A $0.00 $0 D/D 5,906 1,045,404 0 -

  60  Records found
  1   2   3     
  Page 3 of 3  
 
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