Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envela CorpELA · Entity 5788 | Director | July 14, 2025 | July 21, 2025 |
| TEXAS CAPITAL BANCSHARES INC/TXTCBI · Entity 4035 | Vice Chairman | September 01, 2020 | September 02, 2020 |
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.
Envela Corp
Report date July 14, 2025 · Filed July 21, 2025
This filing explicitly reported no securities owned.
TEXAS CAPITAL BANCSHARES INC/TX
Report date September 01, 2020 · Filed September 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,589 |
Reported balance
After 2020-09-01 transaction · row 1
1 source rowRow 1 · 2020-09-01 · Grant · Acquired 4,806 · Balance 42,589 |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 1,689 |
Reported balance
Holding disclosure · report date 2020-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,689 F1: Shares are owned by JAKS Partners, LTD., of which Mr. Ackerson serves as general partner. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are owned by JAKS Partners, LTD., of which Mr. Ackerson serves as general partner.
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 |
|---|---|---|---|---|---|---|
| September 01, 2020 Filed Sep 2, 2020 16:03 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 4,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-20-000107 · wf-form4_159906260011618.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,589 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 14:47 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 815 | $22.36 | $18,223.40 |
DisclosureSEC source: 0001077428-20-000045 · wf-form4_158497483766333.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,783 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 18:47 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock · Derivative | 3,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077428-20-000033 · wf-form4_158161963711911.xml · derivative · entry 4 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,294 shares Expires 2019-12-31 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. F2 · shares: 2,519 target performance-based RSUs were granted on March 22, 2017. Such performance-based RSUs vested above the maximum performance level of applicable performance goals, resulting in 3,294 shares vesting. Each performance unit represented a contingent right to receive a share of issuer common stock. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 18:47 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 1,143 | $56.24 | $64,282.32 |
DisclosureSEC source: 0001077428-20-000033 · wf-form4_158161963711911.xml · nonDerivative · entry 2 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,598 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 18:47 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Exercise / conversionCommon Stock | 3,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-20-000033 · wf-form4_158161963711911.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,741 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. Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 15:50 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 669 | $54.84 | $36,687.96 |
DisclosureSEC source: 0001077428-19-000089 · wf-form4_156985858080232.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,447 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:52 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 1,163 | $58.57 | $68,116.91 |
DisclosureSEC source: 0001077428-19-000031 · wf-form4_155303235976631.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,116 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:13 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 2,147 | $59.74 | $128,261.78 |
DisclosureSEC source: 0001077428-19-000012 · wf-form4_155018598263268.xml · nonDerivative · entry 3 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,279 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:13 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 6,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-19-000012 · wf-form4_155018598263268.xml · nonDerivative · entry 2 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,426 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:13 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 5,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-19-000012 · wf-form4_155018598263268.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,009 Read SEC document |
| October 19, 2018 Filed Oct 19, 2018 19:33 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | PurchaseCommon Stock | 2,000 | $67.00 | $134,000.00 |
DisclosureSEC source: 0001077428-18-000117 · wf-form4_153997760881773.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,485 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 21:52 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 851 | $97.70 | $83,142.70 |
DisclosureSEC source: 0001077428-18-000084 · wf-form4_152814910630845.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,485 F1 · shares: Represents shares withheld for taxes on time-based RSUs that vested on June 1, 2018. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 21:26 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000043 · wf-form4_152235874358651.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,336 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:30 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000025 · wf-form4_151882022660587.xml · nonDerivative · entry 2 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,422 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:30 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 2,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000025 · wf-form4_151882022660587.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,986 F1 · shares: 3,491 performance-based RSUs were previously reported on a Form 4 dated June 1, 2015. The reporting person's ownership has been reduced by 1,458 shares to reflect forfeited shares. Read SEC document |
| February 14, 2018 Filed Feb 22, 2018 20:31 UTC Amendment | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | Tax withholdingCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000029 · wf-form4a_151933148671968.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,459 F1 · shares: Taxes withheld previously reported on a Form 4 dated February 16, 2018, were restated due to administrative error. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 15:03 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 2,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-17-000017 · wf-form4_149028139264886.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas President CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,444 Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 19:14 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 4,998 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030415 · doc4.xml · nonDerivative · entry 1 Ackerson Vince A. · CIK 0001486460 · Texas Presidnet CLO-TCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,925 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.