King Luther Jr

SEC source: 0001290407-26-000004 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 751,111

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.

SEC source: 0000310051-25-000002 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director · See below

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 3,061,530

F1 · shares: Includes (i) 333,333 Common Units acquired by LKCM Investment Partnership, L.P. (LIP) and (ii) 166,667 Common Units acquired by PDLP Morningstar, LLC, the ownership interests of which are held entirely by LKCM Private Discipline Master Fund, SPC (PDP).

F2 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) is the sole holder of the management shares of PDP. Luther King Capital Management (LKCM) serves as the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member and/or partner of each of LIP GP and PDP GP. Mr. King expressly disclaims beneficial ownership of the Common Units reported herein except to the extent of his pecuinary interest therein.

SEC source: 0001559432-25-000025 · wk-form4_1738704101.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director · 10% owner · See below

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747,344

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2026.

SEC source: 0000310051-24-000011 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 2,561,530

F1 · kind: Represents Common Units sold on behalf of a separately managed account for which Luther King Capital Management Corporation (LKCM) serves as investment adviser.

F2 · balance_after: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP) and (ii) 1,372,130 Common Units held by LKCM Private Discipline Master Fund, SPC (PDP).

F3 · balance_after: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) holds all of the management shares of PDP. LKCM is the investment adviser for each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member or manager of each of LIP GP and PDP GP. Mr. King expressly disclaims beneficial ownership of the Common Units reported herein, except to the extent of his pecuniary interest therein.

SEC source: 0000310051-24-000010 · primary_doc.xml · nonDerivative · entry 2

King Luther Jr · CIK 0001290407 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 2,571,530

F1 · kind: Represents Common Units sold on behalf of a separately managed account for which Luther King Capital Management Corporation (LKCM) serves as investment adviser.

F2 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by LKCM Private Discipline Master Fund, SPC (PDP), and (iii) 10,000 shares held by a separately managed account for which LKCM serves as investment adviser.

F3 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) holds all of the management shares of PDP. LKCM is the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member or manager of each of LIP GP and PDP GP. Mr. King expressly disclaims beneficial ownership of the Common Units reported herein, except to the extent of his pecuniary interest therein.

SEC source: 0000310051-24-000010 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 2,581,530

F1 · kind: Represents Common Units sold on behalf of a separately managed account for which Luther King Capital Management Corporation (LKCM) serves as investment adviser.

F2 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by LKCM Private Discipline Master Fund, SPC (PDP), and (iii) 10,000 shares held by a separately managed account for which LKCM serves as investment adviser.

F3 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) holds all of the management shares of PDP. LKCM is the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member or manager of each of LIP GP and PDP GP. Mr. King expressly disclaims beneficial ownership of the Common Units reported herein, except to the extent of his pecuniary interest therein.

SEC source: 0000310051-23-000015 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 2,591,530

F1 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by PDLP Morningstar, LLC (PDLP), and (iii) 30,000 Common Units held by a separately managed portfolio for which Luther King Capital Management (LKCM) serves as investment adviser. The Common Units held by LIP and PDLP were received on August 1, 2023 in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration.

F2 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) is the sole holder of management shares of LKCM Private Discipline Master Fund, SPC (PDP), which holds all of the ownership interests in PDLP. LKCM serves as the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member and/or partner of each of LIP GP and PDP GP. Mr. King expressly disclaims beneficial ownership of the Common Units reported herein except to the extent of his pecuniary interest therein.

SEC source: 0001955947-23-000003 · primary_doc.xml · nonDerivative · entry 1

KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner

King John Bryan · CIK 0001406297 · Director · 10% owner

King Luther Jr · CIK 0001290407 · 10% owner

LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner

LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner

LKCM Micro-Cap Partnership, L.P. · CIK 0001502285 · 10% owner

LKCM Headwater Investments II, L.P. · CIK 0001621801 · 10% owner

LKCM Headwater II Sidecar Partnership, L.P. · CIK 0001713995 · 10% owner

LKCM Headwater Investments III, L.P. · CIK 0001764096 · 10% owner

LKCM Headwater Investments IV, L.P. · CIK 0001955947 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 18,198,304

F1 · kind: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), LKCM Private Discipline Master Fund, SPC (PDP), LKCM Investment Partnership, L.P. (LIP), LKCM Core Discipline, L.P. (Core), LKCM Micro-Cap Partnership, L.P. (Micro), LKCM Headwater Investments II, L.P. (HW2), LKCM Headwater II Sidecar Partnership, L.P. (Sidecar), Headwater Lawson Investors, LLC (HLI), LKCM Headwater Investments III, L.P. (HW3), LKCM Headwater Investments IV, L.P. (HW4), LKCM TE Investors, LLC ("TestEquity Investors"), 301 HW Opus Investors, LLC ("Gexpro Investors"), J. Luther King, Jr. and J. Bryan King (Reporting Persons).

F2 · kind: LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2. LKCM Headwater II Sidecar Partnership GP, L.P. (Sidecar GP) is the general partner of Sidecar. LKCM Headwater Investments III GP, L.P. (HW3 GP) is the general partner of HW3. LKCM Headwater Investments IV GP, L.P. (HW4 GP) is the general partner of HW4. LKCM Headwater Investments GP, LLC (Ultimate GP) is the general partner of each of HW2 GP, Sidecar GP, HW3 GP, and HW4 GP. HW2 and Sidecar are the beneficial owners of HLI and TestEquity Investors, and HW3 is the beneficial owner of Gexpro Investors.

F3 · kind: LKCM is the investment manager for each of PDP, LIP, Core, Micro, HW2, Sidecar, HW3 and HW4. J. Luther King, Jr. is the controlling shareholder of LKCM and the controlling member of LIP GP. J. Bryan King is the controlling member of each of PDP GP, Core GP, Micro GP, HW2 GP, Sidecar GP, HW3 GP, HW4 GP, and HLI. J. Luther King, Jr. and J. Bryan King are controlling members of Ultimate GP.

F4 · kind: On May 9, 2023, the Issuer commenced a subscription rights offering (Rights Offering) pursuant to which the holders of Common Stock as of the close of business on May 1, 2023 or their transferees had the right to purchase up to an aggregate of 2,222,222 shares of Common Stock from the Issuer at a purchase price of $45.00 per share. In connection with the Rights Offering, (i) LIP acquired 26,250 shares of Common Stock, (ii) HW4 acquired 1,716,995 shares of Common Stock, (iii) Micro acquired 1,408 shares of Common Stock, (iv) Core acquired 1,101 shares of Common Stock, (v) a separately managed portfolio for which LKCM serves as investment adviser acquired 262 shares of Common Stock, (vi) PDP acquired 89,243 shares of Common Stock, and (vii) J. Bryan King acquired 2,489 shares of Common Stock.

F4 · shares: On May 9, 2023, the Issuer commenced a subscription rights offering (Rights Offering) pursuant to which the holders of Common Stock as of the close of business on May 1, 2023 or their transferees had the right to purchase up to an aggregate of 2,222,222 shares of Common Stock from the Issuer at a purchase price of $45.00 per share. In connection with the Rights Offering, (i) LIP acquired 26,250 shares of Common Stock, (ii) HW4 acquired 1,716,995 shares of Common Stock, (iii) Micro acquired 1,408 shares of Common Stock, (iv) Core acquired 1,101 shares of Common Stock, (v) a separately managed portfolio for which LKCM serves as investment adviser acquired 262 shares of Common Stock, (vi) PDP acquired 89,243 shares of Common Stock, and (vii) J. Bryan King acquired 2,489 shares of Common Stock.

F4 · price: On May 9, 2023, the Issuer commenced a subscription rights offering (Rights Offering) pursuant to which the holders of Common Stock as of the close of business on May 1, 2023 or their transferees had the right to purchase up to an aggregate of 2,222,222 shares of Common Stock from the Issuer at a purchase price of $45.00 per share. In connection with the Rights Offering, (i) LIP acquired 26,250 shares of Common Stock, (ii) HW4 acquired 1,716,995 shares of Common Stock, (iii) Micro acquired 1,408 shares of Common Stock, (iv) Core acquired 1,101 shares of Common Stock, (v) a separately managed portfolio for which LKCM serves as investment adviser acquired 262 shares of Common Stock, (vi) PDP acquired 89,243 shares of Common Stock, and (vii) J. Bryan King acquired 2,489 shares of Common Stock.

F5 · balance_after: Includes (i) 1,789,114 shares held by PDP, (ii) 276,250 shares held by LIP, (iii) 28,235 shares held by Micro, (iv) 11,591 shares held by Core, (v) 1,761,494 shares held by HLI, (vi) 592,326 shares held by HW2, (vii) 8,000,000 shares held by Gexpro Investors, (viii) 4,000,000 shares held by TestEquity Investors, (ix) 1,716,995 shares held by HW4, (x) 2,762 shares held by a separately managed portfolio for which LKCM serves as investment manager, and (xi) 19,537 shares held directly by J. Bryan King.

F1 · ownership.nature: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), LKCM Private Discipline Master Fund, SPC (PDP), LKCM Investment Partnership, L.P. (LIP), LKCM Core Discipline, L.P. (Core), LKCM Micro-Cap Partnership, L.P. (Micro), LKCM Headwater Investments II, L.P. (HW2), LKCM Headwater II Sidecar Partnership, L.P. (Sidecar), Headwater Lawson Investors, LLC (HLI), LKCM Headwater Investments III, L.P. (HW3), LKCM Headwater Investments IV, L.P. (HW4), LKCM TE Investors, LLC ("TestEquity Investors"), 301 HW Opus Investors, LLC ("Gexpro Investors"), J. Luther King, Jr. and J. Bryan King (Reporting Persons).

F2 · ownership.nature: LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2. LKCM Headwater II Sidecar Partnership GP, L.P. (Sidecar GP) is the general partner of Sidecar. LKCM Headwater Investments III GP, L.P. (HW3 GP) is the general partner of HW3. LKCM Headwater Investments IV GP, L.P. (HW4 GP) is the general partner of HW4. LKCM Headwater Investments GP, LLC (Ultimate GP) is the general partner of each of HW2 GP, Sidecar GP, HW3 GP, and HW4 GP. HW2 and Sidecar are the beneficial owners of HLI and TestEquity Investors, and HW3 is the beneficial owner of Gexpro Investors.

F3 · ownership.nature: LKCM is the investment manager for each of PDP, LIP, Core, Micro, HW2, Sidecar, HW3 and HW4. J. Luther King, Jr. is the controlling shareholder of LKCM and the controlling member of LIP GP. J. Bryan King is the controlling member of each of PDP GP, Core GP, Micro GP, HW2 GP, Sidecar GP, HW3 GP, HW4 GP, and HLI. J. Luther King, Jr. and J. Bryan King are controlling members of Ultimate GP.

F4 · ownership.nature: On May 9, 2023, the Issuer commenced a subscription rights offering (Rights Offering) pursuant to which the holders of Common Stock as of the close of business on May 1, 2023 or their transferees had the right to purchase up to an aggregate of 2,222,222 shares of Common Stock from the Issuer at a purchase price of $45.00 per share. In connection with the Rights Offering, (i) LIP acquired 26,250 shares of Common Stock, (ii) HW4 acquired 1,716,995 shares of Common Stock, (iii) Micro acquired 1,408 shares of Common Stock, (iv) Core acquired 1,101 shares of Common Stock, (v) a separately managed portfolio for which LKCM serves as investment adviser acquired 262 shares of Common Stock, (vi) PDP acquired 89,243 shares of Common Stock, and (vii) J. Bryan King acquired 2,489 shares of Common Stock.

F5 · ownership.nature: Includes (i) 1,789,114 shares held by PDP, (ii) 276,250 shares held by LIP, (iii) 28,235 shares held by Micro, (iv) 11,591 shares held by Core, (v) 1,761,494 shares held by HLI, (vi) 592,326 shares held by HW2, (vii) 8,000,000 shares held by Gexpro Investors, (viii) 4,000,000 shares held by TestEquity Investors, (ix) 1,716,995 shares held by HW4, (x) 2,762 shares held by a separately managed portfolio for which LKCM serves as investment manager, and (xi) 19,537 shares held directly by J. Bryan King.

F6 · ownership.nature: Each of the Reporting Persons expressly disclaims membership in a group under the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein, and this Form 4 shall not be an admission that any such Reporting Person is a member of such a group. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this Form 4 shall not be deemed an admission that any such Reporting Person is the beneficial owner of such securities for purposes of the Securities Exchange Act of 1934, as amended, or for any other purpose.

SEC source: 0000310051-23-000005 · primary_doc.xml · nonDerivative · entry 1

KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner

LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner

LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner

LKCM Core Discipline, L.P. · CIK 0001502283 · 10% owner

LKCM Micro-Cap Partnership, L.P. · CIK 0001502285 · 10% owner

LKCM Headwater Investments II, L.P. · CIK 0001621801 · 10% owner

LKCM Headwater II Sidecar Partnership, L.P. · CIK 0001713995 · 10% owner

LKCM Headwater Investments III, L.P. · CIK 0001764096 · 10% owner

King Luther Jr · CIK 0001290407 · 10% owner

King John Bryan · CIK 0001406297 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 16,360,556

F1 · kind: On March 20, 2023, the Issuer issued (i) 700,000 shares of Common Stock to LKCM TE Investors, LLC (TestEquity Investors) pursuant to the terms of the earnout provisions of the Agreement and Plan of Merger, dated December 29, 2021, by and among TestEquity Investors, the Issuer and the other parties thereto, and (ii) 1,000,000 shares of Common Stock to 301 HW Opus Investors, LLC (Gexpro Investors) pursuant to the terms of the earnout provisions of the Agreement and Plan of Merger, dated December 29, 2021, by and among Gexpro Investors, the Issuer and the other parties thereto.

F1 · shares: On March 20, 2023, the Issuer issued (i) 700,000 shares of Common Stock to LKCM TE Investors, LLC (TestEquity Investors) pursuant to the terms of the earnout provisions of the Agreement and Plan of Merger, dated December 29, 2021, by and among TestEquity Investors, the Issuer and the other parties thereto, and (ii) 1,000,000 shares of Common Stock to 301 HW Opus Investors, LLC (Gexpro Investors) pursuant to the terms of the earnout provisions of the Agreement and Plan of Merger, dated December 29, 2021, by and among Gexpro Investors, the Issuer and the other parties thereto.

F2 · price: Not applicable.

F3 · ownership.nature: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), LKCM Private Discipline Master Fund, SPC (PDP), LKCM Investment Partnership, L.P. (LIP), LKCM Core Discipline, L.P. (Core), LKCM Micro-Cap Partnership, L.P. (Micro), LKCM Headwater Investments II, L.P. (HW2), LKCM Headwater II Sidecar Partnership, L.P. (Sidecar), Headwater Lawson Investors, LLC (HLI), LKCM Headwater Investments III, L.P. (HW3), TestEquity Investors, Gexpro Investors, J. Luther King, Jr. and J. Bryan King (Reporting Persons).

F4 · ownership.nature: LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2. LKCM Headwater II Sidecar Partnership GP, L.P. (Sidecar GP) is the general partner of Sidecar. LKCM Headwater Investments III GP, L.P. (HW3 GP) is the general partner of HW3. LKCM Headwater Investments GP, LLC (Ultimate GP) is the general partner of each of HW2 GP, Sidecar GP, and HW3 GP. HW2 and Sidecar are the beneficial owners of HLI and TestEquity Investors, and HW3 is the beneficial owner of Gexpro Investors.

F5 · ownership.nature: Includes (i) 1,699,871 shares held by PDP, (ii) 250,000 shares held by LIP, (iii) 26,827 shares held by Micro, (iv) 10,490 shares held by Core, (v) 1,761,494 shares held by HLI, (vi) 592,326 shares held by HW2, (vii) 8,000,000 shares held by Gexpro Investors, (viii) 4,000,000 shares held by TestEquity Investors, (ix) 2,500 shares held by a separately managed portfolio for which LKCM serves as investment manager, and (x) 17,048 shares held directly by J. Bryan King.

F6 · ownership.nature: Each of the Reporting Persons expressly disclaims membership in a group under the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein, and this Form 4 shall not be an admission that any such Reporting Person is a member of such a group. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this Form 4 shall not be deemed an admission that any such Reporting Person is the beneficial owner of such securities for purposes of the Securities Exchange Act of 1934, as amended, or for any other purpose.

SEC source: 0000310051-22-000009 · primary_doc.xml · nonDerivative · entry 1

KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner

King John Bryan · CIK 0001406297 · Director · 10% owner

King Luther Jr · CIK 0001290407 · 10% owner

LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner

LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner

301 HW Opus Investors, LLC · CIK 0001921598 · 10% owner

LKCM TE Investors, LLC · CIK 0001921624 · 10% owner

LKCM Headwater Investments II, L.P. · CIK 0001621801 · 10% owner

LKCM Headwater Investments III, L.P. · CIK 0001764096 · 10% owner

LKCM Micro-Cap Partnership, L.P. · CIK 0001502285 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 14,660,556

F1 · kind: On June 15, 2022, J. Bryan King purchased 10,000 shares of common stock at a purchase price of $51 per share in a private transaction.

F2 · ownership.nature: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), LKCM Private Discipline Master Fund, SPC (PDP), LKCM Core Discipline, L.P. (Core), LKCM Micro-Cap Partnership, L.P. (Micro), LKCM Investment Partnership, L.P. (LIP), LKCM Headwater Investments II, L.P. (HW2), LKCM Headwater II Sidecar Partnership, L.P. (Sidecar), Headwater Lawson Investors, LLC (HLI), LKCM Headwater Investments III, L.P. (HW3), LKCM TE Investors, LLC (TE Investors), 301 HW Opus Investors, LLC (GS Investors), J. Luther King, Jr. and J. Bryan King (Reporting Persons).

F3 · ownership.nature: LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2. LKCM Headwater II Sidecar Partnership GP, L.P. (Sidecar GP) is the general partner of Sidecar. LKCM Headwater Investments III GP, L.P. (HW3 GP) is the general partner of HW3. LKCM Headwater Investments GP, LLC (Ultimate HW GP) is the general partner of each of HW2 GP, Sidecar GP, and HW3 GP. HW2 and Sidecar are beneficial owners of HLI and TE Investors, and HW3 is a beneficial owner of GS Investors.

F4 · ownership.nature: Includes (1) 1,699,871 shares held by PDP, (2) 250,000 shares held by LIP, (3) 26,827 shares held by Micro, (4) 10,490 shares held by Core, (5) 1,761,494 shares held by HLI, (6) 592,326 shares held by HW2, (7) 7,000,000 shares held by GS Investors, (8) 3,300,000 shares held by TE Investors, (9) 2,500 shares held by a separate managed portfolio for which LKCM serves as investment manager, and (10) 17,048 shares held directly by J. Bryan King.

F5 · ownership.nature: Each of the Reporting Persons expressly disclaims membership in a group under the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein, and this Form 4 shall not be an admission that any such Reporting Person is a member of such a group. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this Form 4 shall not be deemed to be an admission that any such Reporting Person is the beneficial owner of such securities for purposes of the Securities Exchange Act of 1934, as amended, or for any other purpose.

SEC source: 0000310051-22-000005 · primary_doc.xml · nonDerivative · entry 1

KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner

King John Bryan · CIK 0001406297 · Director · 10% owner

LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner

LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner

King Luther Jr · CIK 0001290407 · 10% owner

LKCM Core Discipline, L.P. · CIK 0001502283 · 10% owner

LKCM Micro-Cap Partnership, L.P. · CIK 0001502285 · 10% owner

LKCM Headwater Investments II, L.P. · CIK 0001621801 · 10% owner

LKCM Headwater II Sidecar Partnership, L.P. · CIK 0001713995 · 10% owner

LKCM Headwater Investments III, L.P. · CIK 0001764096 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 14,650,556

F1 · kind: On April 1, 2022, LKCM TE Investors, LLC (TestEquity Investors), TestEquity Acquisition, LLC, a wholly-owned subsidiary of TestEquity Investors, the Issuer, and Tide Sub, LLC, a wholly-owned subsidiary of the Issuer, consummated the transactions contemplated by the Agreement and Plan of Merger, dated December 29, 2021, by and among the parties thereto (TestEquity Merger Agreement). In connection with the consummation of the transactions contemplated by the TestEquity Merger Agreement, the Issuer issued 3,300,000 shares of Common Stock to TestEquity Investors.

F2 · kind: On April 1, 2022, 301 HW Opus Investors, LLC (Gexpro Investors), 301 HW Opus Holdings, Inc., a wholly-owned subsidiary of Gexpro Investors, the Issuer, and Gulf Sub Inc., a wholly-owned subsidiary of the Issuer, consummated the transactions contemplated by the Agreement and Plan of Merger, dated December 29, 2021, by and among the parties thereto (Gexpro Merger Agreement). In connection with the consummation of the transactions contemplated by the Gexpro Merger Agreement, the Issuer issued 7,000,000 shares of Common Stock to Gexpro Investors.

F1 · shares: On April 1, 2022, LKCM TE Investors, LLC (TestEquity Investors), TestEquity Acquisition, LLC, a wholly-owned subsidiary of TestEquity Investors, the Issuer, and Tide Sub, LLC, a wholly-owned subsidiary of the Issuer, consummated the transactions contemplated by the Agreement and Plan of Merger, dated December 29, 2021, by and among the parties thereto (TestEquity Merger Agreement). In connection with the consummation of the transactions contemplated by the TestEquity Merger Agreement, the Issuer issued 3,300,000 shares of Common Stock to TestEquity Investors.

F2 · shares: On April 1, 2022, 301 HW Opus Investors, LLC (Gexpro Investors), 301 HW Opus Holdings, Inc., a wholly-owned subsidiary of Gexpro Investors, the Issuer, and Gulf Sub Inc., a wholly-owned subsidiary of the Issuer, consummated the transactions contemplated by the Agreement and Plan of Merger, dated December 29, 2021, by and among the parties thereto (Gexpro Merger Agreement). In connection with the consummation of the transactions contemplated by the Gexpro Merger Agreement, the Issuer issued 7,000,000 shares of Common Stock to Gexpro Investors.

F3 · price: Not applicable.

F4 · ownership.nature: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), LKCM Private Discipline Master Fund, SPC (PDP), LKCM Core Discipline, L.P. (Core), LKCM Micro-Cap Partnership, L.P. (Micro), LKCM Investment Partnership, L.P. (LIP), LKCM Headwater Investments II, L.P. (HW2), LKCM Headwater II Sidecar Partnership, L.P. (Sidecar), Headwater Lawson Investors, LLC (HLI), LKCM Headwater Investments III, L.P. (HW3), TestEquity Investors, Gexpro Investors, J. Luther King, Jr., and J. Bryan King (Reporting Persons).

F5 · ownership.nature: LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2. LKCM Headwater II Sidecar Partnership GP, L.P. (Sidecar GP) is the general partner of Sidecar. LKCM Headwater Investments III GP, L.P. (HW3 GP) is the general partner of HW3. LKCM Headwater Investments GP, LLC (Ultimate HW GP) is the general partner of each of HW2 GP, Sidecar GP and HW3 GP. HW2 and Sidecar are the beneficial owners of HLI and TestEquity Investors, and HW3 is the beneficial owner of Gexpro Investors.

F6 · ownership.nature: LKCM is the investment manager for PDP, LIP, Micro, Core, HW2, Sidecar, HW3 and HLI. J. Luther King, Jr. is a controlling shareholder or member, as applicable, of LKCM, LIP GP and Ultimate HW GP. J. Bryan King is a member of the Board of Directors of the Issuer and is a controlling shareholder or member, as applicable, of Ultimate HW GP, PDP GP, Micro GP, Core GP, and HLI.

F7 · ownership.nature: Includes (1) 1,699,871 shares held by PDP, (2) 250,000 shares held by LIP, (3) 26,827 shares held by Micro, (4) 10,490 shares held by Core, (5) 1,761,494 shares held by HLI, (6) 592,326 shares held by HLI, (7) 7,000,000 shares held by Gexpro Investors, (8) 3,300,000 shares held by TestEquity Investors, (9) 2,500 shares held by a separately managed portfolio for which LKCM serves as investment manager, and (10) 7,048 shares held directly by J. Bryan King.

F8 · ownership.nature: Each of the Reporting Persons expressly disclaims membership in a group under the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein, and this Form 4 shall not be an admission that any such Reporting Person is a member of such a group. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this Form 4 shall not be deemed to be an admission that any such Reporting Person is the beneficial owner of such securities for purposes of the Securities Exchange Act of 1934, as amended, or for any other purpose.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 21

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2027-05-10

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.

F16 · derivative.exercise_date: Options vested in equal installments beginning May 10, 2018.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 20

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2026-05-11

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.

F15 · derivative.exercise_date: Options vested in equal installments beginning May 11, 2017.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 19

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2025-05-12

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.

F14 · derivative.exercise_date: Options vested in equal installments beginning May 12, 2016.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 18

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2024-05-14

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.

F13 · derivative.exercise_date: Options vested in equal installments beginning May 14, 2015.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 17

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2023-05-09

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.

F12 · derivative.exercise_date: Option vested in equal installments beginning May 9, 2014.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 16

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2022-05-10

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.

F11 · derivative.exercise_date: Option vested in equal installments beginning May 10, 2013.

SEC source: 0000310051-21-000009 · primary_doc.xml · derivative · entry 15

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 753 shares

Expires not disclosed

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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On May 12, 2020, Mr. King was granted 753 restricted stock units, which vested 100% on the first anniversary of the grant date and which were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

F2 · derivative.expiration_date: On May 12, 2020, Mr. King was granted 753 restricted stock units, which vested 100% on the first anniversary of the grant date and which were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 13

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,832

F4 · kind: Shares sold to pay the exercise price of options.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 12

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,987

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.

F9 · kind: Exercise of stock options granted to Mr. King on May 10, 2017.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 11

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,987

F4 · kind: Shares sold to pay the exercise price of options.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 10

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,880

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.

F8 · kind: Exercise of stock options granted to Mr. King on May 11, 2016.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 9

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,880

F4 · kind: Shares sold to pay the exercise price of options.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 8

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,443

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.

F7 · kind: Exercise of stock options granted to Mr. King on May 12, 2015.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 7

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,443

F4 · kind: Shares sold to pay the exercise price of options.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 6

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,442

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.

F6 · kind: Exercise of stock options granted to Mr. King on May 14, 2014.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 5

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,442

F4 · kind: Shares sold to pay the exercise price of options.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 4

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,281

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.

F5 · kind: Exercise of stock options granted to Mr. King on May 9, 2013.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 3

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,281

F4 · kind: Shares sold to pay the exercise price of options.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 2

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,767

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.

F3 · kind: Exercise of stock options granted to Mr. King on May 10, 2012.

SEC source: 0000310051-21-000009 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,767

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

SEC source: 0000310051-20-000011 · primary_doc.xml · nonDerivative · entry 2

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,014

SEC source: 0000310051-20-000011 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,514

SEC source: 0000310051-20-000010 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,014

SEC source: 0000310051-20-000009 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,047

SEC source: 0001240085-20-000029 · primary_doc.xml · derivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 753

Underlying: Common Stock · 753 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock.

F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan.

F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan.

SEC source: 0001240085-20-000025 · primary_doc.xml · derivative · entry 3

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,150 shares

Expires not disclosed

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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On May 7, 2019, the reporting person was granted 1,150 restricted stock units, which vest 100% on the first anniversary of the grant date and which will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

F3 · derivative.expiration_date: On May 7, 2019, the reporting person was granted 1,150 restricted stock units, which vest 100% on the first anniversary of the grant date and which will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

SEC source: 0001240085-20-000025 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,146

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

SEC source: 0000310051-20-000002 · primary_doc.xml · nonDerivative · entry 1

KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner

King Luther Jr · CIK 0001290407 · 10% owner

King John Bryan · CIK 0001406297 · Director · 10% owner

LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner

LKCM Core Discipline, L.P. · CIK 0001502283 · 10% owner

LKCM Micro-Cap Partnership, L.P. · CIK 0001502285 · 10% owner

LKCM Headwater Investments II, L.P. · CIK 0001621801 · 10% owner

LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner

Headwater Lawson Investors, LLC · CIK 0001765653 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 4,350,556

F1 · shares: Includes (i) 362 shares purchased by LKCM Core Discipline, L.P. (Core), (ii) 752 shares purchased by LKCM Micro-Cap Partnership, L.P. (Micro), and (iii) 10,513 shares purchased by LKCM Private Discipline Master Fund, SPC (PDP).

F2 · ownership.nature: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), PDP, Core, Micro, LKCM Investment Partnership, L.P. (LIP), LKCM Headwater Investments II, L.P. (HW2), Headwater Lawson Investors, LLC (HLI), J. Luther King, Jr. and J. Bryan King (Reporting Persons). LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2.

F3 · ownership.nature: LKCM is the investment manager for PDP, LIP, Micro, Core, HW2 and HLI. J. Luther King, Jr. is a controlling shareholder or member, as applicable, of LKCM and LIP GP. J. Bryan King is a controlling member of HW2 GP and managing member of HLI. J. Luther King, Jr. and J. Bryan King are controlling members of PDP GP, Micro GP and Core GP.

F4 · ownership.nature: Includes (i) 1,699,871 shares held by PDP, (ii) 250,000 shares held by LIP, (iii) 10,490 shares held by Core, (iv) 26,827 shares held by Micro, (v) 1,761,494 shares held by HLI, (vi) 592,326 shares held by HW2, (vii) 2,500 shares held by a separately managed portfolio for which LKCM serves as investment manager, and (viii) 7,048 shares held directly by J. Bryan King.

F5 · ownership.nature: Each of the Reporting Persons expressly disclaims membership in a group under the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein, and this Form 4 shall not be an admission that any such Reporting Person is a member of such a group. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this Form 4 shall not be deemed to be an admission that any such Reporting Person is the beneficial owner of such securities for purposes of the Securities Exchange Act of 1934, as amended, or for any other purpose.

SEC source: 0000310051-19-000014 · primary_doc.xml · nonDerivative · entry 2

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 61,179

F1 · ownership.nature: Represents shares of common stock held by clients of Luther King Capital Management Corporation, an investment advisory firm controlled by Mr. King. Mr. King expressly disclaims beneficial ownership of such shares of common stock, except to the extent of his pecuniary interest therein.

SEC source: 0000310051-19-000014 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 61,929

F1 · ownership.nature: Represents shares of common stock held by clients of Luther King Capital Management Corporation, an investment advisory firm controlled by Mr. King. Mr. King expressly disclaims beneficial ownership of such shares of common stock, except to the extent of his pecuniary interest therein.

SEC source: 0001710879-19-000021 · primary_doc.xml · derivative · entry 2

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,099 shares

Expires not disclosed

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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On May 9, 2018, the reporting person was granted 1,099 restricted stock units, which vest 100% on the first anniversary of the grant date and which will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. The amount of restricted stock units granted was previously erroneously reported as 1,098 on Form 4 filed on May 10, 2018.

F3 · derivative.expiration_date: On May 9, 2018, the reporting person was granted 1,099 restricted stock units, which vest 100% on the first anniversary of the grant date and which will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. The amount of restricted stock units granted was previously erroneously reported as 1,098 on Form 4 filed on May 10, 2018.

SEC source: 0001710879-19-000021 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote (2)

Disclosed balance after: 145,675

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · balance_after: Includes shares owned both directly and indirectly by the reporting person, as follows: (a) 82,996 shares held directly, and (b) 62,679 shares held by clients of Luther King Capital Management Corporation, an investment advisory firm controlled by the reporting person. The reporting person expressly disclaims beneficial ownership of such shares of common stock, except to the extent of his pecuniary interest therein.

SEC source: 0000310051-19-000013 · primary_doc.xml · derivative · entry 6

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2021-05-10

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.

F4 · derivative.exercise_date: Options vested in equal installments beginning May 10, 2012.

SEC source: 0000310051-19-000013 · primary_doc.xml · derivative · entry 5

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2020-05-13

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.

F3 · derivative.exercise_date: Options vested in equal installments beginning May 13, 2011.

SEC source: 0000310051-19-000013 · primary_doc.xml · nonDerivative · entry 3

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,897

F1 · kind: Shares sold to pay the exercise prices of options.

SEC source: 0000310051-19-000013 · primary_doc.xml · nonDerivative · entry 2

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,864

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.

SEC source: 0000310051-19-000013 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,864

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.

SEC source: 0001710879-19-000015 · primary_doc.xml · derivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,150

Underlying: Common Stock · 1,150 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock.

F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan.

F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan.

SEC source: 0000310051-19-000012 · primary_doc.xml · nonDerivative · entry 1

KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner

LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner

LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner

LKCM Core Discipline, L.P. · CIK 0001502283 · 10% owner

LKCM Micro-Cap Partnership, L.P. · CIK 0001502285 · 10% owner

LKCM Headwater Investments II, L.P. · CIK 0001621801 · 10% owner

Headwater Lawson Investors, LLC · CIK 0001765653 · 10% owner

King Luther Jr · CIK 0001290407 · 10% owner

King John Bryan · CIK 0001406297 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 4,338,956

F1 · shares: Represents shares of common stock purchased by Headwater Lawson Investors, LLC (HLI) pursuant to the terms of a Securities Purchase Agreement, dated April 17, 2019, by and among HLI and the seller party thereto.

F2 · ownership.nature: This Form 4 is filed by Luther King Capital Management Corporation (LKCM), LKCM Private Discipline Master Fund, SPC (PDP), LKCM Investment Partnership, L.P. (LIP), LKCM Micro-Cap Partnership, L.P. (Micro), LKCM Core Discipline, L.P. (Core), LKCM Headwater Investments II, L.P. (HW2), HLI, J. Luther King, Jr. and J. Bryan King (Reporting Persons). LKCM Private Discipline Management, L.P. holds the management shares of PDP, and LKCM Alternative Management, LLC (PDP GP) is its general partner. LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Micro-Cap Management, L.P. (Micro GP) is the general partner of Micro. LKCM Core Discipline Management, L.P. (Core GP) is the general partner of Core. LKCM Headwater Investments II GP, L.P. (HW2 GP) is the general partner of HW2.

F3 · ownership.nature: LKCM is the investment manager for PDP, LIP, Micro, Core, HW2 and HLI. J. Luther King, Jr. is a controlling shareholder or member, as applicable, of LKCM and LIP GP. J. Bryan King is a controlling member of HW2 GP and managing member of HLI. J. Luther King, Jr. and J. Bryan King are controlling members of PDP GP, Micro GP and Core GP.

F4 · ownership.nature: Includes (i) 1,689,358 shares held by PDP, (ii) 250,000 shares held by LIP, (iii) 26,102 shares held by Micro, (iv) 10,128 shares held by Core, (v) 592,326 shares held by HW2, (vi) 1,761,494 shares held by HLI, (vii) 2,500 shares held by a separately managed portfolio for which LKCM serves as investment manager, and (viii) 7,048 shares held by J. Bryan King.

F5 · ownership.nature: Each of the Reporting Persons expressly disclaims membership in a group under the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein, and this Form 4 shall not be deemed to be an admission that any such Reporting Person is a member of such a group. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this Form 4 shall not be deemed to be an admission that any such Reporting Person is the beneficial owner of such securities for purposes of the Securities Exchange Act of 1934, as amended, or for any other purpose.