| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Hilltop Holdings Inc. | Director | Common Stock | 30.1K | $944K | $31.36 | Jul 24, 2025 | Direct |
| CBIZ, Inc. | Director | Common Stock | 14.1K | $935K | $66.42 | May 16, 2025 | Direct |
| Tectonic Financial, Inc. | Chief Executive Officer, Director, 10%+ Owner | Common Stock | 12K | $120K | $10.00 | Aug 19, 2021 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HTH | Hilltop Holdings Inc. | Jul 24, 2025 | 1 | $30K | 4 | Jul 28, 2025 | Director |
| CBZ | CBIZ, Inc. | May 16, 2025 | 1 | $0 | 4 | May 20, 2025 | Director |
| CBZ | CBIZ, Inc. | May 10, 2024 | 1 | $0 | 4 | May 14, 2024 | Director |
| HTH | Hilltop Holdings Inc. | Jun 30, 2023 | 1 | $22.7K | 4 | Jul 5, 2023 | Director |
| CBZ | CBIZ, Inc. | May 10, 2023 | 1 | $0 | 4 | May 12, 2023 | Director |
| HTH | Hilltop Holdings Inc. | Mar 31, 2023 | 1 | $22.7K | 4 | Apr 4, 2023 | Director |
| HTH | Hilltop Holdings Inc. | Dec 31, 2022 | 1 | $21.5K | 4 | Jan 4, 2023 | Director |
| HTH | Hilltop Holdings Inc. | Sep 30, 2022 | 1 | $19K | 4 | Oct 4, 2022 | Director |
| HTH | Hilltop Holdings Inc. | Jun 30, 2022 | 1 | $17K | 4 | Jul 5, 2022 | Director |
| CBZ | CBIZ, Inc. | May 9, 2022 | 1 | $0 | 4 | May 11, 2022 | Director |
| HTH | Hilltop Holdings Inc. | Mar 31, 2022 | 1 | $17K | 4 | Apr 4, 2022 | Director |
| HTH | Hilltop Holdings Inc. | Dec 31, 2021 | 1 | $17K | 4 | Jan 4, 2022 | Director |
| HTH | Hilltop Holdings Inc. | Sep 30, 2021 | 1 | $17K | 4 | Oct 4, 2021 | Director |
| TECTP | Tectonic Financial, Inc. | Aug 19, 2021 | 3 | -$300K | 4 | Aug 23, 2021 | Chief Executive Officer, Director, 10%+ Owner |
| HTH | Hilltop Holdings Inc. | Jun 30, 2021 | 1 | $17K | 4 | Jul 2, 2021 | Director |
| CBZ | CBIZ, Inc. | May 12, 2021 | 1 | $0 | 4 | May 14, 2021 | Director |