Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
SSB | SouthState Corp | Director | $3.77M | +$521K | +16% | Aug 1, 2025 |
USDP | USD Partners LP | Director, Other* | $31.4K | Feb 16, 2024 | ||
IBTX | Independent Bank Group, Inc. | Director | $0 | Jan 1, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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