Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
SSB | SouthState Corp | Director | $35M | Jul 29, 2025 | ||
CSWC, CSWCZ | CAPITAL SOUTHWEST CORP | Director | $936K | Aug 12, 2025 | ||
IBTX | Independent Bank Group, Inc. | Chairman and CEO, Director | $0 | Jan 1, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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