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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   $4,477,021    

Indirect Value

  $27,899,181      
Total Shares   719,511      
Total Value   $32,376,202      


Independent Bank Group Inc
 $3,539,233 Capital Southwest Corp
 $937,788 Independent Bank Group Inc
 $3,539,233 Capital Southwest Corp
 $937,788
 


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 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CSWC Capital Southwest Corp Director   –       •      –    2014-01-31 4 B $35.11 $52,665 D/D 1,500 1,500 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2015-12-15 4 B $14.14 $15,554 D/D 1,100 2,600 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2016-06-24 4 B $14.00 $56,000 D/D 4,000 6,600 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2016-12-14 4 B $15.82 $47,460 D/D 3,000 9,600 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2017-03-14 4 B $15.98 $166,217 D/D 10,400 20,000 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2017-12-28 4 B $16.66 $33,326 D/D 2,000 22,000 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2019-08-30 4 B $21.37 $53,423 D/D 2,500 24,500 2.39 -
CSWC Capital Southwest Corp Director   –       •      –    2020-03-18 4 B $8.90 $35,596 D/D 4,000 28,500 2.39 %
CSWC Capital Southwest Corp Director   –       •      –    2021-02-11 4 B $20.57 $30,851 D/D 1,500 30,000 2.39 %
CSWC Capital Southwest Corp Director   –       •      –    2022-03-29 4 B $23.93 $47,858 D/D 2,000 32,000 2.39 %
CSWC Capital Southwest Corp Director   –       •      –    2022-08-10 4 A $0.00 $0 D/D 2,421 34,421 0 -
CSWC Capital Southwest Corp Director   –       •      –    2023-08-10 4 A $0.00 $0 D/D 2,240 36,661 0 -
IBTX Independent Bank Group In... Chairman and CEOOfficer   •       •      –    2013-04-02 3 IO $0.00 $0 I/I 0 12,800 -
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   •       •      –    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 -
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 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   •       •      –    2015-03-18 4/A GD $0.00 $0 D/D 29,600 1,000,382 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   •       •      –    2016-08-01 4 D $40.40 $4,040,000 D/D (100,000) 900,382 0 -
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, CEO and President   •       •      –    2016-10-25 4 AS $48.25 $482,500 D/D (10,000) 880,383 0 -
IBTX Independent Bank Group In... Chairman, CEO and President   •       •      –    2016-10-26 4 AS $49.25 $492,500 D/D (10,000) 870,382 0 -

  60  Records found
  1  2   3      
  Page 1 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