Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HORTON D R INC /DE/DHI · Entity 3084 | Director | April 20, 2026 | April 22, 2026 |
| Triumph Financial, Inc.TFIN · Entity 4635 | Director | July 01, 2025 | July 02, 2025 |
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.
HORTON D R INC /DE/
Report date April 20, 2026 · Filed April 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,292 |
Reported balance
After 2026-04-20 transaction · row 1
1 source rowRow 1 · 2026-04-20 · Exercise / conversion · Acquired 139 · Balance 22,292 F1: Each restricted stock unit converts into one share of DHI common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 278 |
Reported balance
After 2026-04-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-20 · Exercise / conversion · Disposed 139 · Balance 278 F1: Each restricted stock unit converts into one share of DHI common stock. F2: On April 20, 2023, the reporting person was granted 695 restricted stock units, vesting in five annual installments beginning April 20, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit converts into one share of DHI common stock.
F2: On April 20, 2023, the reporting person was granted 695 restricted stock units, vesting in five annual installments beginning April 20, 2024.
Triumph Financial, Inc.
Report date July 01, 2025 · Filed July 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,699 |
Reported balance
After 2025-07-01 transaction · row 1
1 source rowRow 1 · 2025-07-01 · Grant · Acquired 613 · Balance 19,699 F1: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZIX CORP
Report date December 23, 2021 · Filed December 28, 2021
Section 16 reporting ended · disclosed 2021-12-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,451 |
Reported balance
After 2021-12-08 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-12-08 · Exercise / conversion · Acquired 15,408 · Balance 128,451 |
| Common StockSEC Table I · non-derivative | Direct | 55,838 |
Reported balance
After 2021-12-23 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-12-23 · Disposition to issuer · Disposed 73,613 · Balance 55,838 F3: Includes shares granted under the 2018 Omnibus Incentive Plan (the "2018 Plan"). The restricted stock would vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the 2018 Plan. F1: On December 23, 2021, the Issuer was acquired by Open Text Corporation ("Parent") pursuant to the Agreement and Plan of Merger (the "Agreement"), dated as of November 7, 2021, by and among Parent, Issuer and Zeta Merger Sub Inc. (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive $8.50 in cash, without interest. F2: Pursuant to the Agreement and the letter agreement, dated December 18, 2021 between the Issuer and Parent (the "Letter Agreement"), each Company Stock-Based Award (as defined in the Letter Agreement) outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount of cash equal to the Company Stock-Based Award Consideration (as defined in the Letter Agreement) and each Company Option (as defined in the Letter Agreement) outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount of cash equal to the Option Consideration (as defined in the Letter Agreement), payable in accordance with and subject to the terms of the Letter Agreement. |
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-12-23 transaction · row 3
1 source rowRow 3 · 2021-12-23 · Disposition to issuer · Disposed 55,838 · Balance 0 F1: On December 23, 2021, the Issuer was acquired by Open Text Corporation ("Parent") pursuant to the Agreement and Plan of Merger (the "Agreement"), dated as of November 7, 2021, by and among Parent, Issuer and Zeta Merger Sub Inc. (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive $8.50 in cash, without interest. |
| Common Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.61 · Expires 2026-02-17 | Direct | 0 |
Reported balance
After 2021-12-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-12-08 · Exercise / conversion · Disposed 15,408 · Balance 0 F4: Granted under the Amended and Restated 2012 Incentive Plan (as amended, the "2012 Plan"). The options would vest pro rata and quarterly over one year, and subject to acceleration under conditions described in the 2012 Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 23, 2021, the Issuer was acquired by Open Text Corporation ("Parent") pursuant to the Agreement and Plan of Merger (the "Agreement"), dated as of November 7, 2021, by and among Parent, Issuer and Zeta Merger Sub Inc. (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive $8.50 in cash, without interest.
F2: Pursuant to the Agreement and the letter agreement, dated December 18, 2021 between the Issuer and Parent (the "Letter Agreement"), each Company Stock-Based Award (as defined in the Letter Agreement) outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount of cash equal to the Company Stock-Based Award Consideration (as defined in the Letter Agreement) and each Company Option (as defined in the Letter Agreement) outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount of cash equal to the Option Consideration (as defined in the Letter Agreement), payable in accordance with and subject to the terms of the Letter Agreement.
F3: Includes shares granted under the 2018 Omnibus Incentive Plan (the "2018 Plan"). The restricted stock would vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the 2018 Plan.
F4: Granted under the Amended and Restated 2012 Incentive Plan (as amended, the "2012 Plan"). The options would vest pro rata and quarterly over one year, and subject to acceleration under conditions described in the 2012 Plan.
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 |
|---|---|---|---|---|---|---|
| March 07, 2019 Filed Mar 11, 2019 16:39 UTC | ZIX CORP ZIXI · Entity 132010 | GrantDeferred Stock Units | 13,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018435 · doc4.xml · nonDerivative · entry 2 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,089 F2 · shares: On the Form 4/A filed on August 23, 2018, the reporting person elected to report on Table II 13,653 Deferred Stock Units ("DSUs") granted under the Amended and Restated 2012 Incentive Plan. Pursuant to guidance from the Securities and Exchange Commission, the reporting person has now elected to report these DSUs on Table I instead of Table II since the DSUs may be settled solely by delivery of an equal number of shares of the issuer's common stock. Therefore, the reporting person has moved the reporting of these 13,653 DSUs from Table II to Table I. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 16:39 UTC | ZIX CORP ZIXI · Entity 132010 | GrantDeferred Stock Units | 9,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018435 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,436 F1 · shares: Grant under the 2018 Omnibus Incentive Plan (the "Plan"). The deferred stock units will vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the Plan. Delivery of the underlying shares in respect of vesting will occur pursuant to the underlying award agreement. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:46 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007447 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,004 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 17:52 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040698 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,519 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:12 UTC | ZIX CORP ZIXI · Entity 132010 | GrantDeferred Stock Units · Derivative | 13,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014472 · doc4.xml · derivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,653 Underlying: Common Stock · 13,653 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of ZIXI common stock. F2 · derivative.exercise_date: Grant under the Amended and Restated 2012 Incentive Plan (as amended, the "Plan"). The deferred stock units will vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the Plan. Delivery of the underlying shares in respect of vesting will occur pursuant to the underlying award agreement. F2 · derivative.expiration_date: Grant under the Amended and Restated 2012 Incentive Plan (as amended, the "Plan"). The deferred stock units will vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the Plan. Delivery of the underlying shares in respect of vesting will occur pursuant to the underlying award agreement. Read SEC document |
| February 26, 2018 Filed Aug 23, 2018 17:22 UTC Amendment | ZIX CORP ZIXI · Entity 132010 | GrantDeferred Stock Units · Derivative | 13,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048243 · doc4a.xml · derivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,061 Underlying: Common Stock · 13,653 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of ZIXI common stock. F2 · derivative.exercise_date: Grant under the Amended and Restated 2012 Incentive Plan (as amended, the "Plan"). The deferred stock units will vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the Plan. Delivery of the underlying shares in respect of vesting will occur pursuant to the underlying award agreement. F2 · derivative.expiration_date: Grant under the Amended and Restated 2012 Incentive Plan (as amended, the "Plan"). The deferred stock units will vest pro-rata and quarterly over one year, and subject to acceleration under conditions described in the Plan. Delivery of the underlying shares in respect of vesting will occur pursuant to the underlying award agreement. F3 · balance_after: This Form 4/A amends the Form 4 filed by the Reporting Person on February 28, 2018. The amount of securities directly beneficially owned by the Reporting Person has been historically reported incorrectly and should have been reported as 59,061 shares of common stock. Read SEC document |
| February 26, 2018 Filed Mar 11, 2019 16:39 UTC | ZIX CORP ZIXI · Entity 132010 | Disposition to issuerDeferred Stock Units · Derivative | 13,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018435 · doc4.xml · derivative · entry 3 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,408 Underlying: Common Stock · 13,653 shares Expires not disclosed F3 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of ZIXI common stock. F2 · derivative.exercise_date: On the Form 4/A filed on August 23, 2018, the reporting person elected to report on Table II 13,653 Deferred Stock Units ("DSUs") granted under the Amended and Restated 2012 Incentive Plan. Pursuant to guidance from the Securities and Exchange Commission, the reporting person has now elected to report these DSUs on Table I instead of Table II since the DSUs may be settled solely by delivery of an equal number of shares of the issuer's common stock. Therefore, the reporting person has moved the reporting of these 13,653 DSUs from Table II to Table I. F2 · derivative.expiration_date: On the Form 4/A filed on August 23, 2018, the reporting person elected to report on Table II 13,653 Deferred Stock Units ("DSUs") granted under the Amended and Restated 2012 Incentive Plan. Pursuant to guidance from the Securities and Exchange Commission, the reporting person has now elected to report these DSUs on Table I instead of Table II since the DSUs may be settled solely by delivery of an equal number of shares of the issuer's common stock. Therefore, the reporting person has moved the reporting of these 13,653 DSUs from Table II to Table I. F2 · balance_after: On the Form 4/A filed on August 23, 2018, the reporting person elected to report on Table II 13,653 Deferred Stock Units ("DSUs") granted under the Amended and Restated 2012 Incentive Plan. Pursuant to guidance from the Securities and Exchange Commission, the reporting person has now elected to report these DSUs on Table I instead of Table II since the DSUs may be settled solely by delivery of an equal number of shares of the issuer's common stock. Therefore, the reporting person has moved the reporting of these 13,653 DSUs from Table II to Table I. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:47 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006930 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,151 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 22,656 shares beneficially owned by reporting person, and (ii) 495 shares of restricted stock of the reporting person subject to future vesting requirements. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:09 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 5,504 | $29.77 | $163,854.08 |
DisclosureSEC source: 0001209191-17-061439 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,762 F1 · price: $29.77 represents the weighted average purchase price per share for the 5,504 aggregate amount of shares transaction reported on this line. The range of price per share in the reported transaction is $29.60 to $29.80. Reporting person shall provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Consists of (i) 22,267 shares of common stock beneficially owned by reporting person and (ii) 495 shares of restricted stock of the reporting person subject to future time vesting requirements. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:17 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043645 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,258 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 16,763 shares beneficially owned by reporting person, and (ii) 495 shares of restricted stock of the reporting person subject to future vesting requirements. Read SEC document |
| April 24, 2017 Filed Apr 26, 2017 21:46 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 3,846 | $22.00 | $84,612.00 |
DisclosureSEC source: 0001209191-17-028234 · doc4.xml · nonDerivative · entry 2 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,749 F1 · balance_after: Consists of (i) 16,254 shares beneficially owned by reporting person, and (ii) 495 shares of restricted stock of the reporting person subject to future vesting requirements. Read SEC document |
| April 24, 2017 Filed Apr 26, 2017 21:46 UTC | Triumph Financial, Inc. TBK · Entity 4635 | PurchaseCommon Stock | 700 | $21.95 | $15,365.00 |
DisclosureSEC source: 0001209191-17-028234 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,903 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:11 UTC | Triumph Financial, Inc. TBK · Entity 4635 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007179 · doc4.xml · nonDerivative · entry 1 Miller Maribess L · CIK 0001488288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,203 F1 · shares: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F1 · price: Represents shares of common stock of Issuer granted to the reporting person under Issuer's 2014 Omnibus Incentive Plan. All of such shares were fully vested as of the date of grant. F2 · balance_after: Consists of (i) 11,215 shares beneficially owned by reporting person, and (ii) 988 shares of restricted stock of the reporting person subject to future vesting requirements. 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.