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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Aug-24 4:23 PM View:  | Capital Southwest Corporation (CSWC) | 09-Aug-24 | Grant | 2,090 | -- | -- | 6% 36.66K to 38.75K | |
| 18-Jul-24 5:48 PM View: | Independent Bank Group, Inc. (IBTX) | 16-Jul-24 | Grant | 28,800 | -- | -- | 4% 681.65K to 710.45K | |
| 18-Jul-24 5:48 PM View: | Independent Bank Group, Inc. (IBTX) | 16-Jul-24 | Payment of Exercise | 11,333 | $54.36 | $616,062.00 | (2%) 710.45K to 699.12K | |
| 08-Jul-24 7:01 PM View: | Independent Bank Group, Inc. (IBTX) | 08-Jul-24 | Payment of Exercise | 1,198 | $45.30 | $54,269.40 | (< 1%) 682.85K to 681.65K | |
| 26-Feb-24 10:49 AM View: | Independent Bank Group, Inc. (IBTX) | 26-Feb-24 | Payment of Exercise | 578 | $44.24 | $25,570.70 | (< 1%) 683.43K to 682.85K | |
| 26-Feb-24 10:49 AM View: | Independent Bank Group, Inc. (IBTX) | 23-Feb-24 | Payment of Exercise | 1,204 | $44.69 | $53,806.80 | (< 1%) 684.63K to 683.43K | |
| 22-Feb-24 4:49 PM View: | Independent Bank Group, Inc. (IBTX) | 21-Feb-24 | Grant | 16,223 | -- | -- | 2% 668.41K to 684.63K | |
| 01-Feb-24 10:13 AM View: | Independent Bank Group, Inc. (IBTX) | 30-Jan-24 | Payment of Exercise | 811 | $51.37 | $41,661.10 | (< 1%) 669.22K to 668.41K | |
| 11-Aug-23 5:06 PM View: | Capital Southwest Corporation (CSWC) | 10-Aug-23 | Grant | 2,240 | -- | -- | 7% 34.42K to 36.66K | |
| 07-Jul-23 6:02 PM View: | Independent Bank Group, Inc. (IBTX) | 06-Jul-23 | Payment of Exercise | 1,889 | $35.99 | $67,985.10 | (< 1%) 671.11K to 669.22K | |
| 04-May-23 4:18 PM View: | Independent Bank Group, Inc. (IBTX) | 04-May-23 | Private Purchase | 5,000 | $30.36 | $151,800.00 | < 1% 666.11K to 671.11K | |
| 01-Mar-23 5:02 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Mar-23 | Payment of Exercise | 933 | $60.51 | $56,455.80 | (< 1%) 667.04K to 666.11K | |
| 01-Mar-23 5:02 PM View: | Independent Bank Group, Inc. (IBTX) | 21-Feb-23 | Grant | 14,823 | -- | -- | 2% 652.22K to 667.04K | |
| 01-Feb-23 2:28 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Feb-23 | Payment of Exercise | 2,038 | $60.63 | $123,561.00 | (< 1%) 654.26K to 652.22K | |
| 12-Aug-22 4:13 PM View: | Capital Southwest Corporation (CSWC) | 10-Aug-22 | Grant | 2,421 | -- | -- | 8% 32.0K to 34.42K | |
| 22-Jul-22 3:07 PM View: | Independent Bank Group, Inc. (IBTX) | 21-Jul-22 | Payment of Exercise | 1,889 | $68.62 | $129,623.00 | (< 1%) 656.15K to 654.26K | |
| 30-Mar-22 4:39 PM View: | Capital Southwest Corporation (CSWC) | 29-Mar-22 | Market Purchase | 2,000 | $23.93 | $47,858.00 | 7% 30.0K to 32.0K | 3% |
| 28-Feb-22 6:49 PM View: | Independent Bank Group, Inc. (IBTX) | 24-Feb-22 | Grant | 7,113 | -- | -- | 1% 649.03K to 656.15K | |
| 03-Feb-22 8:46 PM View: | Independent Bank Group, Inc. (IBTX) | 03-Feb-22 | Payment of Exercise | 1,290 | $75.92 | $97,936.80 | (< 1%) 650.32K to 649.03K | (2%) |
| 03-Feb-22 8:46 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Feb-22 | Payment of Exercise | 681 | $75.60 | $51,483.60 | (< 1%) 651.0K to 650.32K | (2%) |
| 28-Jan-22 8:03 PM View: | Independent Bank Group, Inc. (IBTX) | 28-Jan-22 | Payment of Exercise | 1,285 | $76.97 | $98,906.50 | (< 1%) 652.29K to 651.0K | (< 1%) |
| 07-Jul-21 8:23 PM View: | Independent Bank Group, Inc. (IBTX) | 03-Jul-21 | Payment of Exercise | 1,889 | $73.89 | $139,578.00 | (< 1%) 654.18K to 652.29K | 3% |
| 10-Mar-21 6:51 PM View: | Independent Bank Group, Inc. (IBTX) | 08-Mar-21 | Market Sale (Planned) | 40,000 | $75.00 | $3,000,000.00 | (6%) 697.46K to 657.46K | (5%) |
| 25-Feb-21 8:09 PM View: | Independent Bank Group, Inc. (IBTX) | 24-Feb-21 | Market Sale (Planned) | 40,000 | $74.00 | $2,960,000.00 | (5%) 737.46K to 697.46K | (7%) |
| 25-Feb-21 8:09 PM View: | Independent Bank Group, Inc. (IBTX) | 23-Feb-21 | Market Sale (Planned) | 70,000 | $72.72 | $5,090,500.00 | (9%) 807.46K to 737.46K | (9%) |
| 11-Feb-21 5:57 PM View: | Capital Southwest Corporation (CSWC) | 11-Feb-21 | Market Purchase | 1,500 | $20.57 | $30,851.00 | 5% 28.5K to 30.0K | (< 1%) |
| 01-Feb-21 9:56 PM View: | Independent Bank Group, Inc. (IBTX) | 28-Jan-21 | Grant | 8,387 | -- | -- | 1% 799.08K to 807.46K | |
| 21-Jan-21 6:40 PM View: | Independent Bank Group, Inc. (IBTX) | 19-Jan-21 | Market Sale (Planned) | 120,000 | $66.53 | $7,983,500.00 | (13%) 919.08K to 799.08K | (18%) |
| 06-Jan-21 8:45 PM View: | Independent Bank Group, Inc. (IBTX) | 05-Jan-21 | Market Sale (Planned) | 21,387 | $62.68 | $1,340,450.00 | (2%) 940.46K to 919.08K | (26%) |
| 06-Jan-21 8:45 PM View: | Independent Bank Group, Inc. (IBTX) | 04-Jan-21 | Market Sale (Planned) | 8,613 | $62.53 | $538,561.00 | (< 1%) 949.08K to 940.46K | (26%) |
| 07-Jul-20 10:14 AM View: | Independent Bank Group, Inc. (IBTX) | 03-Jul-20 | Grant | 19,200 | -- | -- | 2% 929.88K to 949.08K | |
| 18-Mar-20 4:14 PM View: | Capital Southwest Corporation (CSWC) | 18-Mar-20 | Market Purchase | 4,000 | $8.90 | $35,596.00 | 16% 24.5K to 28.5K | 110% |
| 03-Feb-20 10:53 AM View: | Independent Bank Group, Inc. (IBTX) | 31-Jan-20 | Grant | 15,823 | -- | -- | 2% 914.05K to 929.88K | |
| 03-Sep-19 4:31 PM View: | Capital Southwest Corporation (CSWC) | 30-Aug-19 | Market Purchase | 2,500 | $21.37 | $53,422.50 | 11% 22.0K to 24.5K | (21%) |
| 29-Jan-19 9:38 PM View: | Independent Bank Group, Inc. (IBTX) | 25-Jan-19 | Grant | 15,238 | -- | -- | 2% 898.82K to 914.05K | |
| 17-Dec-18 6:26 PM View: | Independent Bank Group, Inc. (IBTX) | 14-Dec-18 | Exercise (in-the money or at-the-money) | 23,270 | $17.19 | $399,953.00 | 3% 875.55K to 898.82K | |
| 02-Feb-18 4:43 PM View: | Independent Bank Group, Inc. (IBTX) | 31-Jan-18 | Grant | 8,754 | -- | -- | 1% 866.79K to 875.55K | |
| 29-Dec-17 5:28 PM View: | Capital Southwest Corporation (CSWC) | 28-Dec-17 | Market Purchase | 2,000 | $16.66 | $33,326.00 | 10% 20.0K to 22.0K | (5%) |
| 16-Mar-17 11:19 AM View: | Capital Southwest Corporation (CSWC) | 14-Mar-17 | Market Purchase | 10,400 | $15.98 | $166,217.00 | 108% 9.6K to 20.0K | (5%) |
| 01-Feb-17 4:29 PM View: | Independent Bank Group, Inc. (IBTX) | 31-Jan-17 | Grant | 6,410 | -- | -- | < 1% 860.38K to 866.79K | |
| 16-Dec-16 12:01 PM View: | Capital Southwest Corporation (CSWC) | 14-Dec-16 | Market Purchase | 3,000 | $15.82 | $47,460.00 | 45% 6.6K to 9.6K | (7%) |
| 22-Nov-16 4:41 PM View: | Independent Bank Group, Inc. (IBTX) | 22-Nov-16 | Market Sale (Planned) | 10,000 | $55.00 | $550,000.00 | (1%) 870.38K to 860.38K | (38%) |
| 14-Nov-16 6:09 PM View: | Independent Bank Group, Inc. (IBTX) | 14-Nov-16 | Market Sale (Planned) | 16,077 | $53.62 | $862,081.00 | (2%) 886.46K to 870.38K | (42%) |
| 14-Nov-16 2:29 PM View: | Independent Bank Group, Inc. (IBTX) | 11-Nov-16 | Market Sale (Planned) | 3,923 | $53.00 | $207,919.00 | (< 1%) 890.38K to 886.46K | (44%) |
| 14-Nov-16 2:29 PM View: | Independent Bank Group, Inc. (IBTX) | 10-Nov-16 | Market Sale (Planned) | 60,000 | $51.33 | $3,080,000.00 | (6%) 950.38K to 890.38K | (48%) |
| 27-Oct-16 5:05 PM View: | Independent Bank Group, Inc. (IBTX) | 26-Oct-16 | Market Sale (Planned) | 10,000 | $49.25 | $492,500.00 | (1%) 960.38K to 950.38K | (55%) |
| 26-Oct-16 3:30 PM View: | Independent Bank Group, Inc. (IBTX) | 25-Oct-16 | Market Sale (Planned) | 10,000 | $48.25 | $482,500.00 | (1%) 970.38K to 960.38K | (58%) |
| 21-Oct-16 4:54 PM View: | Independent Bank Group, Inc. (IBTX) | 21-Oct-16 | Market Sale (Planned) | 10,000 | $47.00 | $470,000.00 | (1%) 980.38K to 970.38K | (62%) |
| 03-Aug-16 12:19 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Aug-16 | Disposition (other) | 100,000 | $40.40 | $4,040,000.00 | (9%) 1.08M to 980.38K | (89%) |
| 27-Jun-16 2:30 PM View: | Capital Southwest Corporation (CSWC) | 24-Jun-16 | Market Purchase | 4,000 | $14.00 | $56,000.00 | 154% 2.6K to 6.6K | 3% |