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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 25-Apr-24 7:36 PM View:  | Texas Capital BancShares Inc. (TCBI) | 18-Apr-24 | Option Exercise | 1,631 | -- | -- | 21% 7.84K to 9.47K | |
| 05-Jul-23 1:41 PM View: | AT&T Inc. (T) | 30-Jun-23 | Grant | 1,148 | $15.95 | $18,314.40 | < 1% 181.23K to 182.38K | |
| 02-Jun-23 1:00 PM View: | AT&T Inc. (T) | 31-May-23 | Grant | 1,164 | $15.73 | $18,314.40 | < 1% 179.96K to 181.12K | |
| 01-May-23 10:00 PM View: | AT&T Inc. (T) | 28-Apr-23 | Grant | 1,465 | $17.67 | $25,888.20 | < 1% 178.28K to 179.74K | |
| 20-Apr-23 4:22 PM View: | Texas Capital BancShares Inc. (TCBI) | 19-Apr-23 | Option Exercise | 1,377 | -- | -- | 21% 6.46K to 7.84K | |
| 04-Apr-23 12:56 PM View: | AT&T Inc. (T) | 31-Mar-23 | Grant | 951 | $19.25 | $18,314.40 | < 1% 177.24K to 178.19K | |
| 14-Mar-23 6:30 PM View: | AT&T Inc. (T) | 10-Mar-23 | Payment of Exercise | 10,776 | $18.32 | $197,415.00 | (6%) 188.01K to 177.24K | |
| 02-Mar-23 3:22 PM View: | AT&T Inc. (T) | 28-Feb-23 | Grant | 19,958 | $18.91 | $377,414.00 | 12% 167.79K to 187.75K | |
| 02-Feb-23 11:22 AM View: | AT&T Inc. (T) | 31-Jan-23 | Grant | 1,364 | $20.37 | $27,788.20 | < 1% 167.02K to 168.38K | |
| 30-Jan-23 3:41 PM View: | AT&T Inc. (T) | 26-Jan-23 | Grant | 39,795 | -- | -- | 24% 167.02K to 206.81K | |
| 30-Jan-23 3:41 PM View: | AT&T Inc. (T) | 26-Jan-23 | Disposition | 26,844 | $13.20 | $354,348.00 | (13%) 206.81K to 179.97K | |
| 30-Jan-23 3:41 PM View: | AT&T Inc. (T) | 26-Jan-23 | Payment of Exercise | 12,951 | $20.00 | $259,012.00 | (7%) 179.97K to 167.02K | |
| 18-Jan-23 7:25 PM View: | AT&T Inc. (T) | 13-Jan-23 | Payment of Exercise | 7,191 | $19.55 | $140,584.00 | (4%) 165.08K to 157.89K | |
| 18-Jan-23 7:25 PM View: | AT&T Inc. (T) | 13-Jan-23 | Option Exercise | 32,677 | -- | -- | 25% 132.4K to 165.08K | |
| 04-Jan-23 3:03 PM View: | AT&T Inc. (T) | 30-Dec-22 | Grant | 606 | $18.41 | $11,153.00 | < 1% 131.79K to 132.4K | |
| 02-Dec-22 3:07 PM View: | AT&T Inc. (T) | 30-Nov-22 | Grant | 578 | $19.28 | $11,153.00 | < 1% 131.22K to 131.8K | |
| 02-Dec-22 3:07 PM View: | AT&T Inc. (T) | 30-Nov-22 | Payment of Exercise | 1,462 | $19.28 | $28,187.40 | (1%) 133.26K to 131.8K | |
| 02-Dec-22 3:07 PM View: | AT&T Inc. (T) | 30-Nov-22 | Option Exercise | 1,462 | -- | -- | 1% 131.8K to 133.26K | |
| 02-Nov-22 2:41 PM View: | AT&T Inc. (T) | 31-Oct-22 | Grant | 1,097 | $18.23 | $19,993.80 | < 1% 130.02K to 131.12K | |
| 04-Oct-22 3:33 PM View: | AT&T Inc. (T) | 30-Sep-22 | Grant | 727 | $15.34 | $11,153.00 | < 1% 129.29K to 130.01K | |
| 02-Sep-22 2:49 PM View: | AT&T Inc. (T) | 31-Aug-22 | Grant | 598 | $17.54 | $10,483.60 | < 1% 128.65K to 129.24K | |
| 02-Aug-22 6:26 PM View: | AT&T Inc. (T) | 29-Jul-22 | Grant | 925 | $18.78 | $17,373.70 | < 1% 127.5K to 128.43K | |
| 05-Jul-22 5:11 PM View: | AT&T Inc. (T) | 30-Jun-22 | Grant | 437 | $20.96 | $9,157.20 | < 1% 126.97K to 127.41K | |
| 02-Jun-22 7:05 PM View: | AT&T Inc. (T) | 31-May-22 | Grant | 5,867 | $21.29 | $124,907.00 | 5% 121.02K to 126.88K | |
| 03-May-22 6:12 PM View: | AT&T Inc. (T) | 29-Apr-22 | Grant | 486 | $18.86 | $9,157.20 | < 1% 120.35K to 120.84K | |
| 21-Apr-22 3:25 PM View: | Texas Capital BancShares Inc. (TCBI) | 19-Apr-22 | Grant | 1,377 | -- | -- | 21% 6.46K to 7.84K | |
| 04-Apr-22 2:35 PM View: | AT&T Inc. (T) | 31-Mar-22 | Grant | 388 | $23.63 | $9,157.20 | < 1% 119.88K to 120.27K | |
| 14-Mar-22 10:43 AM View: | AT&T Inc. (T) | 10-Mar-22 | Payment of Exercise | 5,045 | $23.26 | $117,353.00 | (4%) 124.92K to 119.88K | |
| 02-Mar-22 10:41 AM View: | AT&T Inc. (T) | 28-Feb-22 | Grant | 17,832 | $23.69 | $422,437.00 | 17% 107.0K to 124.83K | |
| 02-Feb-22 5:09 PM View: | AT&T Inc. (T) | 31-Jan-22 | Grant | 716 | $25.50 | $18,266.70 | < 1% 105.43K to 106.14K | 4% |
| 31-Jan-22 7:13 PM View: | AT&T Inc. (T) | 27-Jan-22 | Grant | 33,682 | -- | -- | 32% 105.42K to 139.11K | |
| 31-Jan-22 7:13 PM View: | AT&T Inc. (T) | 27-Jan-22 | Disposition | 21,220 | $15.92 | $337,824.00 | (15%) 139.11K to 117.89K | |
| 31-Jan-22 7:11 PM View: | AT&T Inc. (T) | 27-Jan-22 | Payment of Exercise | 1,907 | $24.12 | $45,996.80 | (2%) 100.12K to 98.21K | |
| 31-Jan-22 7:13 PM View: | AT&T Inc. (T) | 27-Jan-22 | Payment of Exercise | 12,462 | $24.12 | $300,596.00 | (11%) 117.89K to 105.43K | |
| 31-Jan-22 7:11 PM View: | AT&T Inc. (T) | 27-Jan-22 | Option Exercise | 8,667 | -- | -- | 9% 91.45K to 100.12K | |
| 19-Jan-22 8:27 PM View: | AT&T Inc. (T) | 14-Jan-22 | Payment of Exercise | 981 | $27.18 | $26,663.60 | (1%) 92.43K to 91.45K | |
| 19-Jan-22 8:27 PM View: | AT&T Inc. (T) | 14-Jan-22 | Option Exercise | 4,457 | -- | -- | 5% 87.98K to 92.43K | |
| 04-Jan-22 3:42 PM View: | AT&T Inc. (T) | 31-Dec-21 | Grant | 453 | $24.60 | $11,153.00 | < 1% 87.51K to 87.96K | 4% |
| 02-Dec-21 8:11 PM View: | AT&T Inc. (T) | 30-Nov-21 | Grant | 489 | $22.83 | $11,153.00 | < 1% 87.01K to 87.5K | |
| 02-Dec-21 8:11 PM View: | AT&T Inc. (T) | 30-Nov-21 | Payment of Exercise | 518 | $22.83 | $11,825.90 | (< 1%) 88.02K to 87.5K | |
| 02-Dec-21 8:11 PM View: | AT&T Inc. (T) | 30-Nov-21 | Option Exercise | 518 | -- | -- | < 1% 87.5K to 88.02K | |
| 02-Dec-21 8:11 PM View: | AT&T Inc. (T) | 02-Nov-21 | Gift | 15,767 | -- | -- | (15%) 102.78K to 87.01K | |
| 02-Nov-21 4:24 PM View: | AT&T Inc. (T) | 29-Oct-21 | Grant | 767 | $25.26 | $19,373.90 | < 1% 101.88K to 102.64K | < 1% |
| 25-Oct-21 4:32 PM View: | Texas Capital BancShares Inc. (TCBI) | 22-Oct-21 | Market Purchase | 825 | $60.57 | $49,970.20 | 15% 5.63K to 6.46K | (2%) |
| 04-Oct-21 2:47 PM View: | AT&T Inc. (T) | 30-Sep-21 | Grant | 413 | $27.01 | $11,153.00 | < 1% 101.46K to 101.88K | < 1% |
| 01-Sep-21 4:04 PM View: | AT&T Inc. (T) | 31-Aug-21 | Grant | 405 | $27.42 | $11,101.60 | < 1% 101.05K to 101.46K | 0% |
| 03-Aug-21 6:29 PM View: | AT&T Inc. (T) | 30-Jul-21 | Grant | 593 | $28.05 | $16,644.20 | < 1% 100.28K to 100.87K | < 1% |
| 02-Jun-21 3:06 PM View: | AT&T Inc. (T) | 28-May-21 | Grant | 311 | $29.43 | $9,157.20 | < 1% 99.51K to 99.82K | (< 1%) |
| 04-May-21 4:20 PM View: | AT&T Inc. (T) | 30-Apr-21 | Grant | 511 | $31.41 | $16,051.30 | < 1% 98.83K to 99.35K | |
| 04-May-21 4:20 PM View: | AT&T Inc. (T) | 26-Apr-21 | Gift | 4,780 | -- | -- | (5%) 103.62K to 98.84K |