Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAPITAL SOUTHWEST CORPCSWC · Entity 4655 | Director | August 10, 2026 | August 11, 2026 |
| SouthState Bank CorpSSB · Entity 3523 | Director | August 05, 2026 | August 07, 2026 |
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.
CAPITAL SOUTHWEST CORP
Report date August 10, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,933 |
Reported balance
After 2026-08-10 transaction · row 1
1 source rowRow 1 · 2026-08-10 · Grant · Acquired 1,989 · Balance 42,933 F1: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan
SouthState Bank Corp
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Natur Family Limited Partnership | 341,686 |
Reported balance
After 2026-08-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 18,000 · Balance 341,686 F1: The sale was executed under an existing 10b5 plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Reece Brooks Trust | 22,900 |
Reported balance
After 2026-08-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-05 · Sale · Disposed 1,800 · Balance 22,900 F1: The sale was executed under an existing 10b5 plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Ryan Brooks Trust | 7,900 |
Reported balance
After 2026-08-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-05 · Sale · Disposed 1,100 · Balance 7,900 F1: The sale was executed under an existing 10b5 plan. |
| Common StockSEC Table I · non-derivative | IndirectFamily Foundation | 10,050 |
Reported balance
After 2026-08-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-08-05 · Sale · Disposed 3,750 · Balance 10,050 F1: The sale was executed under an existing 10b5 plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale was executed under an existing 10b5 plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Independent Bank Group, Inc.
Report date January 01, 2025 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-01-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-01-01 · Grant · Acquired 38,159 · Balance 131,301 F1: Pursuant to the Merger Agreement, each outstanding performance restricted stock unit award (Independent PSU) was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to (i) the product (rounded to the nearest whole number) of (x) the number of shares of Independent Common Stock subject to such Independent PSU immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such Independent PSU determined in accordance with the terms of the Merger Agreement, which performance was determined by the compensation committee of the IBTX board of directors to be at target) multiplied by (y) 0.60 plus (ii) a cash payment in respect of accrued but unpaid dividend equivalents on such Independent PSU. Row 2 · 2025-01-01 · Tax withholding · Disposed 23,901 · Balance 107,400 F2: Indicates share of common stock, par value $0.01 per share, of Independent (Independent Common Stock) withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to multiple grants under the Issuer's 2022 and 2013 Equity Incentive Plans and outstanding performance restricted stock unit award (Independent PSU). Row 3 · 2025-01-01 · Disposition to issuer · Disposed 107,400 · Balance 0 F3: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. |
| Common StockSEC Table I · non-derivative | IndirectBy Reece Brooks Trust | 0 |
Reported balance
After 2025-01-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-01-01 · Disposition to issuer · Disposed 30,000 · Balance 0 F3: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. |
| Common StockSEC Table I · non-derivative | IndirectBy Ryan Brooks Trust | 0 |
Reported balance
After 2025-01-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-01-01 · Disposition to issuer · Disposed 30,000 · Balance 0 F3: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. |
| Common StockSEC Table I · non-derivative | IndirectBy: Natur Family Limited Partnership | 0 |
Reported balance
After 2025-01-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2025-01-01 · Disposition to issuer · Disposed 545,977 · Balance 0 F3: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Merger Agreement, each outstanding performance restricted stock unit award (Independent PSU) was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to (i) the product (rounded to the nearest whole number) of (x) the number of shares of Independent Common Stock subject to such Independent PSU immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such Independent PSU determined in accordance with the terms of the Merger Agreement, which performance was determined by the compensation committee of the IBTX board of directors to be at target) multiplied by (y) 0.60 plus (ii) a cash payment in respect of accrued but unpaid dividend equivalents on such Independent PSU.
F2: Indicates share of common stock, par value $0.01 per share, of Independent (Independent Common Stock) withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to multiple grants under the Issuer's 2022 and 2013 Equity Incentive Plans and outstanding performance restricted stock unit award (Independent PSU).
F3: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48.
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 |
|---|---|---|---|---|---|---|
| August 10, 2026 Filed Aug 11, 2026 20:05 UTC | CAPITAL SOUTHWEST CORP CSWC · Entity 4655 | GrantCommon Stock | 1,989 | $0.00 | $0.00 |
DisclosureSEC source: 0000017313-26-000112 · wk-form4_1786478739.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,933 F1 · kind: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 12:50 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 3,750 | $110.00 | $412,500.00 |
DisclosureSEC source: 0001573461-26-000005 · primarydocument.xml · nonDerivative · entry 4 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Family Foundation Disclosed balance after: 10,050 F1 · shares: The sale was executed under an existing 10b5 plan. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 12:50 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,100 | $110.00 | $121,000.00 |
DisclosureSEC source: 0001573461-26-000005 · primarydocument.xml · nonDerivative · entry 3 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Ryan Brooks Trust Disclosed balance after: 7,900 F1 · shares: The sale was executed under an existing 10b5 plan. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 12:50 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,800 | $110.00 | $198,000.00 |
DisclosureSEC source: 0001573461-26-000005 · primarydocument.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Reece Brooks Trust Disclosed balance after: 22,900 F1 · shares: The sale was executed under an existing 10b5 plan. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 12:50 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 18,000 | $110.00 | $1,980,000.00 |
DisclosureSEC source: 0001573461-26-000005 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Natur Family Limited Partnership Disclosed balance after: 341,686 F1 · shares: The sale was executed under an existing 10b5 plan. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 14:53 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 6,181 | $107.92 | $667,053.52 |
DisclosureSEC source: 0001573461-26-000004 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,762 Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,050 | $97.48 Strike: $97.48 | $102,354.00 |
DisclosureSEC source: 0001573461-26-000003 · primarydocument.xml · derivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 1,050 shares Expires 2026-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 20:30 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 5,300 | $98.39 | $521,467.00 |
DisclosureSEC source: 0001573461-26-000001 · primarydocument.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ryan Brooks Trust Disclosed balance after: 12,700 F1 · shares: The sale was executed under an existing 10b5 plan. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 20:30 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 9,000 | $98.39 | $885,510.00 |
DisclosureSEC source: 0001573461-26-000001 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Reece Brooks Trust Disclosed balance after: 21,000 F1 · shares: The sale was executed under an existing 10b5 plan. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 21:21 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 5,300 | $98.39 | $521,467.00 |
DisclosureSEC source: 0001573461-26-000002 · primarydocument.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ryan Brooks Trust Disclosed balance after: 12,700 F1 · shares: This Amendment to Form 4 is being filed to amend the Form 4 filed on April 29, 2026. The transactions executed on April 28, 2026 were erroneously reported as being made pursuant to a Rule 10b5-1(c) plan. This amendment is being filed to reflect that the transactions were not made pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 21:21 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 9,000 | $98.39 | $885,510.00 |
DisclosureSEC source: 0001573461-26-000002 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Reece Brooks Trust Disclosed balance after: 21,000 F1 · shares: This Amendment to Form 4 is being filed to amend the Form 4 filed on April 29, 2026. The transactions executed on April 28, 2026 were erroneously reported as being made pursuant to a Rule 10b5-1(c) plan. This amendment is being filed to reflect that the transactions were not made pursuant to a Rule 10b5-1 plan. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 21:35 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 13,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001573461-25-000004 · primarydocument.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Foundation Disclosed balance after: 13,800 F2 · kind: Shares gifted by the reporting person to his Family Foundation, a charitable organization. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 21:35 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 13,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001573461-25-000004 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,943 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:34 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001573461-25-000003 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,743 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 23:32 UTC | CAPITAL SOUTHWEST CORP CSWC · Entity 4655 | GrantCommon Stock | 2,193 | $0.00 | $0.00 |
DisclosureSEC source: 0000017313-25-000093 · wk-form4_1755127964.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,944 F1 · kind: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:39 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 32,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005573 · primarydocument.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Natur Family Limited Partnership Disclosed balance after: 359,686 F1 · kind: Transaction reflecting a transfer of shares to family trust and a change from direct ownership to indirect ownership. Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:39 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 32,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005573 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,607 F1 · kind: Transaction reflecting a transfer of shares to family trust and a change from direct ownership to indirect ownership. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 17:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 267 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005491 · primarydocument.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,707 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of time vested Restricted Share Units ("RSU") granted on 1/22/2025 as part of the stock component of the annual director fees (prorated). The RSU cliff vested on 7/22/2025. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,136 | $87.65 Strike: $87.65 | $99,570.40 |
DisclosureSEC source: 0001562180-25-003482 · primarydocument.xml · derivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,403 Underlying: Common Stock · 1,136 shares Expires 2025-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 22:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 267 | $99.47 Strike: $99.47 | $26,558.49 |
DisclosureSEC source: 0001562180-25-000489 · primarydocument.xml · derivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267 Underlying: Common Stock · 267 shares Expires 2025-07-22 F1 · security: Number of time vested Restricted Share Units ("RSU") granted on 1/22/2025 as part of the stock component of the annual director fees (prorated). The units will cliff vest 6 months from the grant date. F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 1/22/2025 as part of the stock component of the annual director fees (prorated). The units will cliff vest 6 months from the grant date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 10:58 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Disposition to issuerCommon Stock | 545,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-25-000004 · wk-form4_1735919888.xml · nonDerivative · entry 6 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By: Natur Family Limited Partnership Disclosed balance after: 0 F3 · price: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 10:58 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Disposition to issuerCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-25-000004 · wk-form4_1735919888.xml · nonDerivative · entry 5 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Ryan Brooks Trust Disclosed balance after: 0 F3 · price: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 10:58 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Disposition to issuerCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-25-000004 · wk-form4_1735919888.xml · nonDerivative · entry 4 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reece Brooks Trust Disclosed balance after: 0 F3 · price: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 10:58 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Disposition to issuerCommon Stock | 107,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-25-000004 · wk-form4_1735919888.xml · nonDerivative · entry 3 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 10:58 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 23,901 | $60.67 | $1,450,073.67 |
DisclosureSEC source: 0001564618-25-000004 · wk-form4_1735919888.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,400 F2 · kind: Indicates share of common stock, par value $0.01 per share, of Independent (Independent Common Stock) withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to multiple grants under the Issuer's 2022 and 2013 Equity Incentive Plans and outstanding performance restricted stock unit award (Independent PSU). Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 10:58 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 38,159 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-25-000004 · wk-form4_1735919888.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,301 F1 · price: Pursuant to the Merger Agreement, each outstanding performance restricted stock unit award (Independent PSU) was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to (i) the product (rounded to the nearest whole number) of (x) the number of shares of Independent Common Stock subject to such Independent PSU immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such Independent PSU determined in accordance with the terms of the Merger Agreement, which performance was determined by the compensation committee of the IBTX board of directors to be at target) multiplied by (y) 0.60 plus (ii) a cash payment in respect of accrued but unpaid dividend equivalents on such Independent PSU. Read SEC document |
| August 09, 2024 Filed Aug 12, 2024 20:23 UTC | CAPITAL SOUTHWEST CORP CSWC · Entity 4655 | GrantCommon Stock | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000017313-24-000068 · wk-form4_1723494232.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,751 F1 · kind: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 17:48 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 11,333 | $54.36 | $616,061.88 |
DisclosureSEC source: 0001564618-24-000121 · wk-form4_1721339331.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,142 F2 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the settlement of the performance-based restricted stock unit award as referenced in footnote 1. F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the settlement of the performance-based restricted stock unit award as referenced in footnote 1. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 17:48 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 28,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-24-000121 · wk-form4_1721339331.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,475 F1 · price: The reporting person acquired the shares in settlement of a performance-based restricted stock unit award issued pursuant to the Issuer's 2013 Equity Incentive Plan, the performance goal of which was deemed satisfied at the target level. Read SEC document |
| July 08, 2024 Filed Jul 8, 2024 19:01 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,198 | $45.30 | $54,269.40 |
DisclosureSEC source: 0001564618-24-000107 · wk-form4_1720479703.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,675 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| February 26, 2024 Filed Feb 26, 2024 10:49 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 578 | $44.24 | $25,570.72 |
DisclosureSEC source: 0001564618-24-000047 · wk-form4_1708962541.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,873 F2 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 10:49 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,204 | $44.69 | $53,806.76 |
DisclosureSEC source: 0001564618-24-000047 · wk-form4_1708962541.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,451 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2022 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2022 Equity Incentive Plan. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:49 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 16,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-24-000029 · wk-form4_1708638550.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,655 F1 · price: The reporting person acquired the shares pursuant to a grant under the Issuer's 2022 Equity Incentive Plan. Such shares vest in three (3) equal annual installments on the anniversary of the date of grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 10:13 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 811 | $51.37 | $41,661.07 |
DisclosureSEC source: 0001564618-24-000008 · wk-form4_1706800422.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,432 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:06 UTC | CAPITAL SOUTHWEST CORP CSWC · Entity 4655 | GrantCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000017313-23-000091 · wf-form4_169178797393369.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,661 F1 · kind: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 18:02 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,889 | $35.99 | $67,985.11 |
DisclosureSEC source: 0001564618-23-000123 · wk-form4_1688767337.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,243 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| May 04, 2023 Filed May 4, 2023 16:18 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | PurchaseCommon Stock | 5,000 | $30.36 | $151,800.00 |
DisclosureSEC source: 0001564618-23-000072 · wf-form4_168323147485015.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By: Natur Family Limited Partnership Disclosed balance after: 545,977 F1 · price: Reflects the weighted average purchase price for the reported transactions. The shares were purchased in multiple transactions at prices ranging from $30.26 to $30.40, inclusive. The Reporting Person will provide the SEC staff, the Issuer, or any security holder of the Issuer, upon request for same, with the full information regarding the number of shares purchased at each separate price within the range specified. Read SEC document |
| March 01, 2023 Filed Mar 1, 2023 17:02 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 933 | $60.51 | $56,455.83 |
DisclosureSEC source: 0001564618-23-000039 · wf-form4_167770809696782.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,132 F2 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| February 21, 2023 Filed Mar 1, 2023 17:02 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 14,823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-23-000039 · wf-form4_167770809696782.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,065 F1 · price: The reporting person acquired the shares pursuant to a grant under the Issuer's 2022 Equity Incentive Plan. Such shares vest in three (3) equal annual installments on the anniversary of the date of grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| February 01, 2023 Filed Feb 1, 2023 14:28 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 681 | $59.29 | $40,376.49 |
DisclosureSEC source: 0001564618-23-000011 · wf-form4_167527969361436.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,242 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| February 01, 2023 Filed Feb 1, 2023 14:28 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,357 | $61.30 | $83,184.10 |
DisclosureSEC source: 0001564618-23-000011 · wf-form4_167527969361436.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,923 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:13 UTC | CAPITAL SOUTHWEST CORP CSWC · Entity 4655 | GrantCommon Stock | 2,421 | $0.00 | $0.00 |
DisclosureSEC source: 0000017313-22-000082 · wf-form4_166033516451838.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,421 F1 · kind: Shares issued under the Capital Southwest 2021 Non-Employee Director Restricted Stock Award Plan. Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 15:07 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,889 | $68.62 | $129,623.18 |
DisclosureSEC source: 0001564618-22-000119 · wf-form4_165851681946195.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,280 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 20:39 UTC | CAPITAL SOUTHWEST CORP CSWC · Entity 4655 | PurchaseCommon Stock | 2,000 | $23.93 | $47,858.00 |
DisclosureSEC source: 0000017313-22-000022 · wf-form4_164867277105698.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 18:49 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 7,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-22-000053 · wf-form4_164609216160383.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,169 F1 · price: The reporting person acquired the shares pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Such shares vest in three (3) equal annual installments on the anniversary of the date of grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| February 03, 2022 Filed Feb 3, 2022 20:46 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,290 | $75.92 | $97,936.80 |
DisclosureSEC source: 0001564618-22-000040 · wf-form4_164393915774767.xml · nonDerivative · entry 2 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,056 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 20:46 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 681 | $75.60 | $51,483.60 |
DisclosureSEC source: 0001564618-22-000040 · wf-form4_164393915774767.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,346 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| January 28, 2022 Filed Jan 28, 2022 20:03 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,285 | $76.97 | $98,906.45 |
DisclosureSEC source: 0001564618-22-000016 · wf-form4_164341822058547.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,027 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| July 03, 2021 Filed Jul 7, 2021 20:23 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Tax withholdingCommon Stock | 1,889 | $73.89 | $139,578.21 |
DisclosureSEC source: 0001564618-21-000091 · wf-form4_162570379732363.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,312 F1 · kind: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock pursuant to a grant under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 18:51 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | SaleCommon Stock | 40,000 | $75.00 | $3,000,000.00 |
DisclosureSEC source: 0001564618-21-000027 · wf-form4_161542027459305.xml · nonDerivative · entry 1 Brooks David R · CIK 0001573461 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By: Natur Family Limited Partnership Disclosed balance after: 540,977 F1 · shares: The transaction was effected pursuant to a 10b5-1 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.