Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST FINANCIAL BANKSHARES INCFFIN · Entity 3952 | Director | April 28, 2026 | April 30, 2026 |
| INSPERITY, INC.NSP · Entity 4513 | Director | May 18, 2026 | May 20, 2026 |
| INVESCO HIGH INCOME 2023 TARGET TERM FUNDIHIT · Entity 109120 | Trustee | November 22, 2016 | November 22, 2016 |
| Invesco Dynamic Credit Opportunity FundVTA · Entity 31453 | Trustee | July 21, 2021 | July 30, 2021 |
| Invesco High Income 2024 Target Term FundIHTA · Entity 94855 | Trustee | November 29, 2017 | December 07, 2017 |
| Invesco Private Asset-Based Credit FundINPAC · Entity 18931 | Trustee | August 19, 2026 | August 27, 2026 |
| Invesco Senior Loan FundVSLAX · Entity 84266 | Trustee | January 29, 2016 | June 18, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRST FINANCIAL BANKSHARES INC
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,524 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 2,142 · Balance 11,524 F1: This amount represents a restricted stock grant that vests in a single installment on April 27, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents a restricted stock grant that vests in a single installment on April 27, 2027.
INSPERITY, INC.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,048 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 6,201 · Balance 19,048 F1: Annual award of restricted stock units pursuant to the Insperity, Inc. Directors Compensation Plan, as amended and restated effective January 1, 2025, and as subsequently amended. Units vest on the earlier of the first anniversary of the award or the date of the next annual meeting of the Company's stockholders which is at least fifty weeks after the immediately preceding year's annual meeting of the Company's stockholders. Each restricted stock unit represents a right to receive one share of Insperity, Inc. common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual award of restricted stock units pursuant to the Insperity, Inc. Directors Compensation Plan, as amended and restated effective January 1, 2025, and as subsequently amended. Units vest on the earlier of the first anniversary of the award or the date of the next annual meeting of the Company's stockholders which is at least fifty weeks after the immediately preceding year's annual meeting of the Company's stockholders. Each restricted stock unit represents a right to receive one share of Insperity, Inc. common stock upon vesting.
INVESCO HIGH INCOME 2023 TARGET TERM FUND
Report date November 22, 2016 · Filed November 22, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-11-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco Dynamic Credit Opportunity Fund
Report date July 21, 2021 · Filed July 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-07-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco High Income 2024 Target Term Fund
Report date November 29, 2017 · Filed December 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco Private Asset-Based Credit Fund
Report date August 19, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco Senior Loan Fund
Report date January 29, 2016 · Filed June 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-01-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2026 Filed May 20, 2026 20:22 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 6,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000059 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,048 F1 · kind: Annual award of restricted stock units pursuant to the Insperity, Inc. Directors Compensation Plan, as amended and restated effective January 1, 2025, and as subsequently amended. Units vest on the earlier of the first anniversary of the award or the date of the next annual meeting of the Company's stockholders which is at least fifty weeks after the immediately preceding year's annual meeting of the Company's stockholders. Each restricted stock unit represents a right to receive one share of Insperity, Inc. common stock upon vesting. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 13:51 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 2,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-194703 · ownership.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,524 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 27, 2027. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 20:36 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 1,095 | $45.58 | $49,910.10 |
DisclosureSEC source: 0001000753-25-000080 · form4.xml · nonDerivative · entry 2 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,847 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 20:36 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 1,109 | $45.25 | $50,182.25 |
DisclosureSEC source: 0001000753-25-000080 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,752 Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:38 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 2,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015324 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,643 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 29, 2025 Filed May 1, 2025 20:48 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 2,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-061949 · ownership.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,382 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 28, 2026. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:47 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016431 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,965 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 23, 2024 Filed Apr 29, 2024 14:34 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 2,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-005398 · doc4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,309 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 29, 2025. Read SEC document |
| May 22, 2023 Filed May 24, 2023 21:36 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016751 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,147 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 19:13 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 2,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025804 · doc4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,014 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 23, 2024. Read SEC document |
| May 23, 2022 Filed May 25, 2022 20:22 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015611 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,573 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 21:49 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026054 · doc4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,495 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 25, 2023. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:45 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | PurchaseCommon Stock | 399 | $48.86 | $19,495.14 |
DisclosureSEC source: 0001209191-22-008310 · doc4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,014 Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 19:07 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 615 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005172 · doc4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 26, 2022. Read SEC document |
| May 24, 2021 Filed May 26, 2021 20:52 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-018071 · form4.xml · nonDerivative · entry 2 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,696 F2 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| March 26, 2021 Filed May 26, 2021 20:52 UTC | INSPERITY, INC. NSP · Entity 4513 | OtherCommon Stock | 3 | $83.24 | $249.72 |
DisclosureSEC source: 0001127602-21-018071 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 F1 · shares: The acquisition was the result of participation in a dividend reinvestment program at the brokerage, which election to participate was made during an open window period. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:29 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031988 · form4.xml · nonDerivative · entry 1 JONES ELI · CIK 0001285005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719 F1 · price: Initial stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.