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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Oct-23 4:12 PM View:  | Cim Real Estate Finance Tru... (NONE) | 01-Oct-23 | Grant | 12,177 | -- | -- | 35% 34.4K to 46.58K | |
| 05-Jul-23 3:57 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Jul-23 | Grant | 1,738 | -- | -- | 21% 8.27K to 10.01K | |
| 04-Oct-22 5:53 PM View: | Cim Real Estate Finance Tru... (NONE) | 01-Oct-22 | Grant | 11,111 | -- | -- | 52% 21.38K to 32.5K | |
| 07-Jul-22 12:18 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Jul-22 | Grant | 874 | -- | -- | 12% 7.4K to 8.27K | |
| 04-Oct-22 5:53 PM View: | Cim Real Estate Finance Tru... (NONE) | 01-Apr-22 | Grant | 3,308 | -- | -- | 19% 17.1K to 20.41K | |
| 05-Oct-21 5:50 PM View: | Cim Real Estate Finance Tru... (NONE) | 01-Oct-21 | Grant | 4,514 | -- | -- | 36% 12.59K to 17.1K | |
| 15-Jun-21 3:59 PM View: | Independent Bank Group, Inc. (IBTX) | 03-Jun-21 | Grant | 754 | -- | -- | 11% 6.64K to 7.4K | |
| 21-Dec-20 12:49 PM View: | Independent Bank Group, Inc. (IBTX) | 02-Dec-20 | Market Purchase | 600 | $56.88 | $34,128.00 | 10% 6.04K to 6.64K | 38% |
| 21-Dec-20 12:49 PM View: | Independent Bank Group, Inc. (IBTX) | 01-Dec-20 | Market Purchase | 750 | $56.93 | $42,697.50 | 14% 5.29K to 6.04K | 38% |
| 21-Dec-20 12:49 PM View: | Independent Bank Group, Inc. (IBTX) | 30-Nov-20 | Market Purchase | 1,000 | $57.92 | $57,920.00 | 23% 4.29K to 5.29K | 36% |
| 21-Dec-20 12:49 PM View: | Independent Bank Group, Inc. (IBTX) | 24-Nov-20 | Market Purchase | 1,725 | $60.99 | $105,207.00 | 67% 2.57K to 4.29K | 29% |
| 02-Oct-20 2:30 PM View: | Cim Real Estate Finance Tru... (NONE) | 01-Oct-20 | Grant | 4,446 | -- | -- | 57% 7.83K to 12.28K | |
| 23-Oct-20 9:26 AM View: | Independent Bank Group, Inc. (IBTX) | 04-Sep-20 | Grant | 1,159 | -- | -- | 82% 1.41K to 2.57K | |
| 03-Oct-19 3:53 PM View: | Cim Real Estate Finance Tru... (NONE) | 01-Oct-19 | Grant | 3,757 | -- | -- | 101% 3.72K to 7.47K | |
| 13-Jun-19 7:20 PM View: | Independent Bank Group, Inc. (IBTX) | 11-Jun-19 | Grant | 1,036 | -- | -- | 276% 0.38K to 1.41K | |
| 13-Jun-19 7:20 PM View: | Independent Bank Group, Inc. (IBTX) | 29-May-19 | Market Purchase | 275 | $53.28 | $14,652.00 | 275% 100 to 0.38K | 43% |
| 02-Oct-18 5:51 PM View: | Cim Real Estate Finance Tru... (NONE) | 01-Oct-18 | Grant | 3,469 | -- | -- | 722638% 0 to 3.47K |