| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| T, TBB | AT&T INC. | SEVP&Chief Compliance Officer | $3.84M | Jun 30, 2023 | ||
| TCBI, TCBIO | TEXAS CAPITAL BANCSHARES INC/TX | Director | $885K | Apr 22, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|