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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Aug-24 4:49 PM View:  | Energy Transfer Equity, L.P. (ET) | 12-Aug-24 | Purchase | 20,000 | $15.68 | $313,600.00 | < 1% 4.29M to 4.31M | |
| 25-Apr-24 7:26 PM View: | Texas Capital BancShares Inc. (TCBI) | 18-Apr-24 | Option Exercise | 1,631 | -- | -- | 22% 7.54K to 9.17K | |
| 28-Feb-24 10:00 PM View: | Texas Capital BancShares Inc. (TCBI) | 27-Feb-24 | Market Purchase | 2,000 | $58.78 | $117,560.00 | 36% 5.54K to 7.54K | 1% |
| 12-Dec-23 4:54 PM View: | Energy Transfer Equity, L.P. (ET) | 08-Dec-23 | Grant | 782,138 | -- | -- | 22% 3.51M to 4.29M | |
| 07-Dec-23 6:27 PM View: | Energy Transfer Equity, L.P. (ET) | 05-Dec-23 | Payment of Exercise | 195,957 | $13.74 | $2,692,450.00 | (5%) 3.7M to 3.51M | |
| 17-May-23 4:48 PM View: | Texas Capital BancShares Inc. (TCBI) | 16-May-23 | Option Exercise | 1,542 | -- | -- | 39% 4.0K to 5.54K | |
| 01-May-23 4:48 PM View: | Texas Capital BancShares Inc. (TCBI) | 28-Apr-23 | Private Purchase | 4,000 | $50.17 | $200,680.00 | 100% 0 to 4.0K | |
| 14-Dec-22 4:01 PM View: | Energy Transfer Equity, L.P. (ET) | 12-Dec-22 | Grant | 958,950 | -- | -- | 35% 2.74M to 3.7M | |
| 07-Dec-22 5:00 PM View: | Energy Transfer Equity, L.P. (ET) | 05-Dec-22 | Payment of Exercise | 69,820 | $12.37 | $863,534.00 | (2%) 2.81M to 2.74M | |
| 07-Dec-22 5:00 PM View: | Energy Transfer Equity, L.P. (ET) | 05-Dec-22 | Option Exercise | 48,430 | -- | -- | 2% 2.77M to 2.81M | |
| 17-May-22 3:58 PM View: | Texas Capital BancShares Inc. (TCBI) | 16-May-22 | Grant | 1,542 | -- | -- | 100% 0 to 1.54K | |
| 20-Dec-21 5:01 PM View: | Energy Transfer Equity, L.P. (ET) | 16-Dec-21 | Grant | 1,121,250 | -- | -- | 69% 1.63M to 2.76M | |
| 13-Dec-21 5:00 PM View: | Energy Transfer Equity, L.P. (ET) | 10-Dec-21 | Private Purchase | 80,546 | $7.45 | $600,003.00 | 5% 1.55M to 1.63M | |
| 04-Jan-21 6:00 PM View: | Energy Transfer Equity, L.P. (ET) | 30-Dec-20 | Grant | 662,180 | -- | -- | 74% 892.14K to 1.55M | |
| 04-Jan-21 6:00 PM View: | Sunoco Lp (SUN) | 30-Dec-20 | Grant | 27,800 | -- | -- | 32% 87.01K to 114.81K | |
| 08-Dec-20 5:00 PM View: | Energy Transfer Equity, L.P. (ET) | 04-Dec-20 | Option Exercise | 72,644 | -- | -- | 9% 819.5K to 892.14K | |
| 18-Mar-20 5:00 PM View: | Energy Transfer Equity, L.P. (ET) | 18-Mar-20 | Market Purchase | 18,000 | $4.26 | $76,590.00 | 2% 801.5K to 819.5K | 115% |
| 17-Mar-20 10:24 AM View: | Energy Transfer Equity, L.P. (ET) | 16-Mar-20 | Market Purchase | 9,000 | $5.61 | $50,535.00 | 1% 792.5K to 801.5K | 63% |
| 16-Mar-20 9:00 AM View: | Energy Transfer Equity, L.P. (ET) | 12-Mar-20 | Market Purchase | 9,000 | $5.91 | $53,174.40 | 1% 783.5K to 792.5K | 55% |
| 12-Mar-20 9:00 AM View: | Energy Transfer Equity, L.P. (ET) | 10-Mar-20 | Market Purchase | 18,000 | $7.00 | $125,998.00 | 2% 765.5K to 783.5K | 31% |
| 10-Mar-20 8:58 AM View: | Energy Transfer Equity, L.P. (ET) | 09-Mar-20 | Market Purchase | 18,000 | $7.40 | $133,241.00 | 2% 747.5K to 765.5K | 24% |
| 09-Mar-20 9:00 AM View: | Energy Transfer Equity, L.P. (ET) | 06-Mar-20 | Market Purchase | 9,000 | $10.64 | $95,760.00 | 1% 738.5K to 747.5K | (14%) |
| 27-Feb-20 5:03 PM View: | Energy Transfer Equity, L.P. (ET) | 27-Feb-20 | Grant | 5,800 | $10.27 | $59,559.60 | < 1% 732.7K to 738.5K | (11%) |
| 17-Dec-19 5:41 PM View: | Energy Transfer Equity, L.P. (ET) | 16-Dec-19 | Grant | 215,000 | -- | -- | 42% 517.7K to 732.7K | |
| 23-Dec-19 5:11 PM View: | Sunoco Lp (SUN) | 16-Dec-19 | Grant | 19,500 | -- | -- | 29% 67.51K to 87.01K | |
| 09-Dec-19 5:15 PM View: | Sunoco Lp (SUN) | 05-Dec-19 | Payment of Exercise | 5,244 | $31.04 | $162,774.00 | (7%) 72.76K to 67.51K | 18% |
| 14-Nov-19 6:25 PM View: | Energy Transfer Equity, L.P. (ET) | 14-Nov-19 | Market Purchase | 18,000 | $11.15 | $200,646.00 | 4% 499.7K to 517.7K | (20%) |
| 27-Dec-18 4:49 PM View: | Energy Transfer Equity, L.P. (ET) | 24-Dec-18 | Market Purchase | 24,500 | $12.05 | $295,166.00 | 5% 475.2K to 499.7K | (32%) |
| 20-Dec-18 6:03 PM View: | Sunoco Lp (SUN) | 19-Dec-18 | Grant | 19,325 | -- | -- | 36% 53.43K to 72.76K | |
| 20-Dec-18 5:54 PM View: | Energy Transfer Equity, L.P. (ET) | 18-Dec-18 | Grant | 136,475 | -- | -- | 40% 338.72K to 475.2K | |
| 23-Oct-18 4:35 PM View: | Sunoco Logistics Partners LP (ETP) | 19-Oct-18 | Disposition | 174,625 | -- | -- | (100%) 174.63K to 0 | |
| 23-Oct-18 5:36 PM View: | Energy Transfer Equity, L.P. (ET) | 19-Oct-18 | Grant | 338,723 | -- | -- | 100% 0 to 338.72K | |
| 17-Sep-18 5:02 PM View: | Sunoco Logistics Partners LP (ETP) | 14-Sep-18 | Market Purchase | 10,000 | $22.33 | $223,300.00 | 6% 164.63K to 174.63K | 23% |
| 22-Dec-17 1:07 PM View: | Sunoco Lp (SUN) | 21-Dec-17 | Grant | 17,097 | -- | -- | 47% 36.34K to 53.43K | |
| 07-Dec-17 4:54 PM View: | Sunoco Logistics Partners LP (ETP) | 05-Dec-17 | Payment of Exercise | 7,612 | $16.33 | $124,281.00 | (4%) 172.24K to 164.63K | (55%) |
| 02-May-17 5:25 PM View: | Energy Transfer Partners L.P. (ET) | 28-Apr-17 | Disposition | 74,553 | -- | -- | (100%) 74.55K to 0 | |
| 02-May-17 6:59 PM View: | Sunoco Logistics Partners LP (ETP) | 28-Apr-17 | Grant | 145,008 | $10.07 | $1,460,370.00 | 533% 27.23K to 172.24K | |
| 03-Jan-17 3:58 PM View: | Energy Transfer Partners L.P. (ET) | 29-Dec-16 | Grant | 28,688 | -- | -- | 63% 45.87K to 74.55K | |
| 03-Jan-17 3:53 PM View: | Sunoco Lp (SUN) | 29-Dec-16 | Grant | 22,210 | -- | -- | 157% 14.13K to 36.34K | |
| 07-Dec-16 8:05 PM View: | Energy Transfer Partners L.P. (ET) | 05-Dec-16 | Payment of Exercise | 2,500 | $35.23 | $88,072.50 | (5%) 48.37K to 45.87K | (5%) |
| 07-Dec-16 8:05 PM View: | Energy Transfer Partners L.P. (ET) | 05-Dec-16 | Option Exercise | 8,372 | -- | -- | 21% 39.99K to 48.37K | |
| 09-Dec-15 4:20 PM View: | Energy Transfer Partners L.P. (ET) | 09-Dec-15 | Grant | 18,525 | -- | -- | 138% 13.43K to 31.95K | |
| 08-Dec-15 8:56 PM View: | Energy Transfer Partners L.P. (ET) | 05-Dec-15 | Payment of Exercise | 2,225 | $33.79 | $75,182.80 | (14%) 15.65K to 13.43K | (25%) |
| 07-Dec-16 8:05 PM View: | Energy Transfer Partners L.P. (ET) | 05-Dec-15 | Option Exercise | 8,042 | -- | -- | 25% 31.95K to 39.99K | |
| 04-May-15 9:31 PM View: | Energy Transfer Partners L.P. (ET) | 30-Apr-15 | Grant | 15,651 | -- | -- | 100% 0 to 15.65K | |
| 04-May-15 12:54 PM View: | Regency Energy Partners LP (RGP) | 30-Apr-15 | Disposition | 37,950 | -- | -- | (95%) 40.06K to 2.11K | |
| 04-May-15 12:54 PM View: | Regency Energy Partners LP (RGP) | 30-Apr-15 | Payment of Exercise | 2,107 | $22.35 | $47,091.40 | (100%) 2.11K to 0 | < 1% |
| 04-May-15 12:54 PM View: | Regency Energy Partners LP (RGP) | 30-Apr-15 | Option Exercise | 7,700 | -- | -- | 24% 32.36K to 40.06K | |
| 09-Dec-14 5:13 PM View: | Regency Energy Partners LP (RGP) | 05-Dec-14 | Payment of Exercise | 2,517 | $27.12 | $68,261.00 | (7%) 34.87K to 32.36K | 8% |
| 09-Dec-14 5:13 PM View: | Regency Energy Partners LP (RGP) | 05-Dec-14 | Option Exercise | 9,200 | -- | -- | 36% 25.67K to 34.87K |