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 |
| HARTE HANKS INCHHS · Entity 7438 | Director | August 17, 2023 | August 21, 2023 |
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 | 47,565 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 2,142 · Balance 47,565 F1: This amount represents a restricted stock grant that vests in a single installment on April 27, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust, as Custodian or Sole Manager | 241,336 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 241,336 F2: This indirect ownership represents shares owned by trusts in which Mr. Copeland is trustee or co-trustee. Mr. Copeland disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that Mr. Copeland is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
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.
F2: This indirect ownership represents shares owned by trusts in which Mr. Copeland is trustee or co-trustee. Mr. Copeland disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that Mr. Copeland is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
HARTE HANKS INC
Report date August 17, 2023 · Filed August 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,337 |
Reported balance
After 2023-08-17 transaction · row 1
1 source rowRow 1 · 2023-08-17 · Grant · Acquired 16,216 · Balance 110,337 F1: On August 17, 2023 the reporting person was granted 16,216 Restricted Stock Units, vesting in full on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 17, 2023 the reporting person was granted 16,216 Restricted Stock Units, vesting in full on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| April 24, 2018 Filed Apr 25, 2018 20:11 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026068 · doc4.xml · nonDerivative · entry 1 COPELAND DAVID L · CIK 0001033746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,569 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 23, 2019. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 16:39 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | SaleCommon Stock | 1,368 | $45.52 | $62,271.36 |
DisclosureSEC source: 0001209191-17-061935 · doc4.xml · nonDerivative · entry 1 COPELAND DAVID L · CIK 0001033746 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust, as Custodian or Sole Manager Disclosed balance after: 232,994 F1 · ownership.nature: This indirect ownership represents shares owned by (i)trusts in which Mr. Copeland is trustee or co-trustee, (ii)minors for which Mr. Copeland serves as custodian and (iii)limited partnerships for which Mr. Copeland serves as sole manager of the general partner. Mr. Copeland disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that Mr. Copeland is the beneficial owner of such securities, and this report shall not be deemed an admission that Mr. Copeland is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 22:41 UTC | HARTE HANKS INC HHS · Entity 7438 | GrantRestricted Stock Units · Derivative | 61,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-009719 · edgar.xml · derivative · entry 1 COPELAND DAVID L · CIK 0001033746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,855 Underlying: Common Stock · 61,855 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Issuer's common stock. F2 · derivative.exercise_date: These restricted stock units were issued pursuant to the Harte-Hanks, Inc. 2013 Omnibus Incentive Plan and vest in three equal installments on the first through third anniversaries of the grant date. F2 · derivative.expiration_date: These restricted stock units were issued pursuant to the Harte-Hanks, Inc. 2013 Omnibus Incentive Plan and vest in three equal installments on the first through third anniversaries of the grant date. Read SEC document |
| May 31, 2017 Filed May 31, 2017 19:09 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | SaleCommon Stock | 684 | $38.00 | $25,992.00 |
DisclosureSEC source: 0001209191-17-036387 · doc4.xml · nonDerivative · entry 1 COPELAND DAVID L · CIK 0001033746 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust, as Custodian or Sole Manager Disclosed balance after: 234,362 F1 · ownership.nature: This indirect ownership represents shares owned by (i)trusts in which Mr. Copeland is trustee or co-trustee, (ii)minors for which Mr. Copeland serves as custodian and (iii)limited partnerships for which Mr. Copeland serves as sole manager of the general partner. Mr. Copeland disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that Mr. Copeland is the beneficial owner of such securities, and this report shall not be deemed an admission that Mr. Copeland is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:25 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028328 · doc4.xml · nonDerivative · entry 1 COPELAND DAVID L · CIK 0001033746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,379 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 24, 2018. Read SEC document |
| November 30, 2016 Filed Nov 30, 2016 21:09 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GiftCommon stock | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-152458 · doc4.xml · nonDerivative · entry 1 COPELAND DAVID L · CIK 0001033746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,914 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.