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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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   –       •      –    2022-01-27 4 S $75.30 $681,532 D/D (9,000) 61,971 0 %
IBTX Independent Bank Group In... Director   –       •      –    2018-05-25 4 B $74.75 $1,270,687 I/I 17,000 92,000 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2018-05-25 4/A B $74.75 $1,270,687 I/I 17,000 16,145 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2022-01-28 4 S $74.32 $743,727 D/D (10,000) 51,971 0 %
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 -
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   –       •      –    2021-02-04 4 S $67.42 $876,460 D/D (13,000) 70,217 0 %
IBTX Independent Bank Group In... Director   –       •      –    2017-02-17 4 S $66.30 $662,980 D/D (10,000) 90,151 0 -
IBTX Independent Bank Group In... Director   –       •      –    2018-09-14 4/A B $65.90 $1,647,388 I/I 25,000 28,808 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2018-09-14 4/A B $65.90 $1,647,388 I/I 25,000 81,904 2.1 -
IBTX Independent Bank Group In... Director   –       •      –    2018-09-14 4 B $65.90 $1,647,388 I/I 25,000 135,000 2.1 -
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   –       •      –    2017-02-10 4 S $64.44 $644,436 D/D (10,000) 110,151 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   –       •      –    2016-11-23 4 S $59.70 $298,500 I/I (5,000) 85,000 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   –       •      –    2020-01-30 4 B $53.33 $266,650 D/D 5,000 97,058 2.39 %
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   –       •      –    2014-06-12 4 B $51.92 $129,938 I/I 2,500 21,730 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   –       •      –    2014-08-05 4 B $47.98 $119,954 I/I 2,500 4,000 2.1 -

  25  Records found
  1     
  Page 1 of 1  
 
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