| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Tectonic Financial, Inc. | Chief Executive Officer, Director, 10%+ Owner | Common Stock | 1,719,000 | $9,798,300 | $5.70 | 05 Jan 2026 | Indirect |
| Hilltop Holdings Inc. | Director | Common Stock | 30,111 | $944,280 | $31.36 | 24 Jul 2025 | Direct |
| CBIZ, Inc. | Director | Common Stock | 14,074 | $934,795 | $66.42 | 16 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| TECTP | Tectonic Financial, Inc. | 05 Jan 2026 | 1 | -$114,000 | 4 | Chief Executive Officer, Director, 10%+ Owner | 07 Jan 2026, 21:01 |
| HTH | Hilltop Holdings Inc. | 24 Jul 2025 | 1 | +$30,012 | 4 | Director | 28 Jul 2025, 19:33 |
| CBZ | CBIZ, Inc. | 16 May 2025 | 1 | $0 | 4 | Director | 20 May 2025, 18:19 |
| CBZ | CBIZ, Inc. | 10 May 2024 | 1 | $0 | 4 | Director | 14 May 2024, 16:58 |
| HTH | Hilltop Holdings Inc. | 30 Jun 2023 | 1 | +$22,725 | 4 | Director | 05 Jul 2023, 18:25 |
| CBZ | CBIZ, Inc. | 10 May 2023 | 1 | $0 | 4 | Director | 12 May 2023, 15:36 |
| HTH | Hilltop Holdings Inc. | 31 Mar 2023 | 1 | +$22,725 | 4 | Director | 04 Apr 2023, 19:18 |
| HTH | Hilltop Holdings Inc. | 31 Dec 2022 | 1 | +$21,484 | 4 | Director | 04 Jan 2023, 17:54 |
| HTH | Hilltop Holdings Inc. | 30 Sep 2022 | 1 | +$18,977 | 4 | Director | 04 Oct 2022, 18:44 |
| HTH | Hilltop Holdings Inc. | 30 Jun 2022 | 1 | +$16,980 | 4 | Director | 05 Jul 2022, 16:47 |
| CBZ | CBIZ, Inc. | 09 May 2022 | 1 | $0 | 4 | Director | 11 May 2022, 10:08 |
| HTH | Hilltop Holdings Inc. | 31 Mar 2022 | 1 | +$16,987 | 4 | Director | 04 Apr 2022, 18:46 |
| HTH | Hilltop Holdings Inc. | 31 Dec 2021 | 1 | +$16,995 | 4 | Director | 04 Jan 2022, 20:28 |
| HTH | Hilltop Holdings Inc. | 30 Sep 2021 | 1 | +$16,978 | 4 | Director | 04 Oct 2021, 19:45 |
| TECTP | Tectonic Financial, Inc. | 19 Aug 2021 | 3 | -$300,000 | 4 | Chief Executive Officer, Director, 10%+ Owner | 23 Aug 2021, 16:03 |
| HTH | Hilltop Holdings Inc. | 30 Jun 2021 | 1 | +$16,981 | 4 | Director | 02 Jul 2021, 17:12 |
| CBZ | CBIZ, Inc. | 12 May 2021 | 1 | $0 | 4 | Director | 14 May 2021, 17:06 |