| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SouthState Bank Corp | Director | Common Stock | 39.5K | $3.65M | $92.30 | Aug 1, 2025 | Direct |
| SouthState Corp | Director | Restricted Share Units | 1.4K | $123K | $87.65 | May 1, 2025 | Direct |
| USD Partners LP | Director, Other* | COMMON UNITS (LIMITED PARTNER INTERESTS) | 143K | $31.4K | $0.22 | Feb 16, 2024 | Direct |
| Independent Bank Group, Inc. | Director | Common Stock | 0 | $0 | $60.67 | Jan 1, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SSB | SouthState Corp | Aug 1, 2025 | 1 | $231K | 4 | Aug 4, 2025 | Director |
| SSB | SouthState Corp | Jul 22, 2025 | 1 | $0 | 4 | Jul 23, 2025 | Director |
| SSB | SouthState Corp | May 1, 2025 | 1 | $99.6K | 4 | May 2, 2025 | Director |
| SSB | SouthState Corp | Mar 6, 2025 | 1 | $290K | 4 | Mar 6, 2025 | Director |
| SSB | SouthState Corp | Jan 22, 2025 | 1 | $26.6K | 4 | Jan 23, 2025 | Director |
| SSB | SouthState Corp | Jan 1, 2025 | 0 | $0 | 3 | Jan 7, 2025 | Director |
| IBTX | Independent Bank Group, Inc. | Jan 1, 2025 | 1 | $0 | 4 | Jan 3, 2025 | Director |
| IBTX | Independent Bank Group, Inc. | Jul 1, 2024 | 1 | $0 | 4 | Jul 3, 2024 | Director |
| USDP | USD Partners LP | Feb 16, 2024 | 1 | -$2.89K | 4 | Feb 21, 2024 | Director, Other* |
| IBTX | Independent Bank Group, Inc. | Jul 1, 2023 | 1 | $0 | 4 | Jul 5, 2023 | Director |
| USDP | USD Partners LP | Feb 16, 2023 | 1 | $0 | 4 | Feb 21, 2023 | Director, Other* |
| IBTX | Independent Bank Group, Inc. | Jul 1, 2022 | 1 | $0 | 4 | Jul 6, 2022 | Director |
| USDP | USD Partners LP | Feb 16, 2022 | 1 | $0 | 4 | Feb 18, 2022 | Director, Other* |
| IBTX | Independent Bank Group, Inc. | Jan 27, 2022 | 4 | -$1.43M | 4 | Jan 28, 2022 | Director |
| IBTX | Independent Bank Group, Inc. | Jun 3, 2021 | 1 | $0 | 4 | Jun 15, 2021 | Director |