Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Virtu Financial, Inc.VIRT · Entity 3811 | Director · 10% owner | July 01, 2026 | July 06, 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.
Virtu Financial, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 124,501 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Exercise / conversion · Acquired 3,392 · Balance 124,501 F1: Shares of Class A common stock issued in settlement of vested restricted stock units ("RSUs") granted under the Issuer's Second Amended and Restated 2015 Management Incentive Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-01 · Exercise / conversion · Disposed 3,392 · Balance 0 F2: Each RSU is granted under the Issuer's Second 2015 Amended and Restated Incentive Plan and represents a contingent right to receive one share of Class A common stock of the Issuer. F3: The RSUs vested on July 1, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,504 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Grant · Acquired 2,504 · Balance 2,504 F2: Each RSU is granted under the Issuer's Second 2015 Amended and Restated Incentive Plan and represents a contingent right to receive one share of Class A common stock of the Issuer. F4: The RSUs vest on July 1, 2027. |
| Non-voting common interest units of Virtu Financial LLCSEC Table II · derivative / convertible security | IndirectSee footnote | 52,235 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 52,235 F5: Pursuant to the terms of the Exchange Agreement, effective as of April 15, 2015, by and among the Issuer, Virtu Financial LLC and the equityholders of Virtu Financial LLC (the "Exchange Agreement"), Virtu Financial Units, together with a corresponding number of shares of Class C Common Stock, may be exchanged for shares of Class A Common Stock, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F6: By Virtu Employee Holdco LLC, a holding vehicle through which employees and directors of the Issuer hold Virtu Financial Units and shares of Class C Common Stock. The reporting person disclaims beneficial ownership in such Virtu Financial Units and shares held by Virtu Employee Holdco LLC except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A common stock issued in settlement of vested restricted stock units ("RSUs") granted under the Issuer's Second Amended and Restated 2015 Management Incentive Plan.
F2: Each RSU is granted under the Issuer's Second 2015 Amended and Restated Incentive Plan and represents a contingent right to receive one share of Class A common stock of the Issuer.
F3: The RSUs vested on July 1, 2026.
F4: The RSUs vest on July 1, 2027.
F5: Pursuant to the terms of the Exchange Agreement, effective as of April 15, 2015, by and among the Issuer, Virtu Financial LLC and the equityholders of Virtu Financial LLC (the "Exchange Agreement"), Virtu Financial Units, together with a corresponding number of shares of Class C Common Stock, may be exchanged for shares of Class A Common Stock, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire.
F6: By Virtu Employee Holdco LLC, a holding vehicle through which employees and directors of the Issuer hold Virtu Financial Units and shares of Class C Common Stock. The reporting person disclaims beneficial ownership in such Virtu Financial Units and shares held by Virtu Employee Holdco LLC except to the extent of his pecuniary interest therein.
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 |
Reported balance
After 2025-01-01 transaction · row 1
1 source rowRow 1 · 2025-01-01 · Disposition to issuer · Disposed 31,922 · Balance 0 F1: 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 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 |
|---|---|---|---|---|---|---|
| February 18, 2016 Filed Dec 2, 2016 16:13 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | OtherCommon Stock | 54.806 | $28.43 | $1,558.13 |
DisclosureSEC source: 0001564618-16-000238 · primary_doc.xml · nonDerivative · entry 1 Viola Michael T · CIK 0001573310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,561.855 F1 · kind: Such shares were acquired in a dividend reinvestment plan administered by the Reporting Person's broker and eligible for deferred reporting on Form 5 under Rule 16a-6. The Reporting Person has chosen to report such transactions early on this Form 4. F1 · shares: Such shares were acquired in a dividend reinvestment plan administered by the Reporting Person's broker and eligible for deferred reporting on Form 5 under Rule 16a-6. The Reporting Person has chosen to report such transactions early on this Form 4. 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.