Douglas Brooks: holdings couldn't be fully reconciled (difference of -1,627 shares). Balance changed without a matching transaction, and the footnote does not state the amount: -4,108 shares on May 7, 2026 (Direct). Filing, May 7, 2026
Footnote: "Includes 1,842 shares acquired under an exempt Rule 16a-11 dividend reinvestment plan."
Robert Jordan: minor difference of 2,306 shares. Difference is under 0.5% of holdings.
Andrew Watterson: minor difference of 175 shares. Difference is under 0.5% of holdings.
Anthony Roach: minor difference of 4 shares. Difference is under 0.5% of holdings.
Lauren Woods: minor difference of 11 shares. Difference is under 0.5% of holdings.
Jimmy Martinez: minor difference of -8 shares. Difference is under 0.5% of holdings.
Inferred rename: "As Family LLC" is treated as the same holder as "Family Trust", because the old name was never reported again and the new one opened with the same balance (304,380 shares). Old name, new name
Inferred rename: "minor college student" is treated as the same holder as "as Trustee", because the old name was never reported again and the new one opened with the same balance (1,900 shares). Old name, new name
Inferred rename: "Family Trust" is treated as the same holder as "Spousal Trust and include shares deemed to be beneficially owned through the Spousal Trust's limited partner interest in the Family Limited Partnership, as well as other shares held by the Spousal Trust", because the old name was never reported again and the new one opened with the same balance (167,406 shares). Old name, new name
Inferred rename: "Reporting Person Trust and include the shares deemed to be beneficially owned through the Reporting Person Trust's limited partner interest in the Family Limited Partnership, as well as other shares held by the Reporting Person Trust" is treated as the same holder as "Reporting Person Trust and include the shares deemed to be beneficially owned through the Reporting Person Trust's limited partner interest in the Family Limited Partnership", because the old name was never reported again and the new one opened with the same balance (167,398 shares). Old name, new name
Inferred rename: "Spousal Trust and include shares deemed to be beneficially owned through the Spousal Trust's limited partner interest in the Family Limited Partnership, as well as other shares held by the Spousal Trust" is treated as the same holder as "Spousal Trust and include shares deemed to be beneficially owned through the Spousal Trust's limited partner interest in the Family Limited Partnership", because the old name was never reported again and the new one opened with the same balance (167,406 shares). Old name, new name
Inferred rename: "reporting person and his spouse and" is treated as the same holder as "a family limited partnership", because the old name was never reported again and the new one opened with the same balance (1,970 shares). Old name, new name
Inferred rename: "Reporting Person Trust and include shares deemed to be beneficially owned through the Reporting Person Trust's limited partner interest in the Family Limited Partnership" is treated as the same holder as "a trust for the reporting person and his descendents", because the old name was never reported again and the new one opened with the same balance (317,273 shares). Old name, new name
Inferred rename: "Spousal Trust and include shares deemed to be beneficially owned through the Spousal Trust's limited partner interest in the Family Limited Partnership" is treated as the same holder as "Spouse", because the old name was never reported again and the new one opened with the same balance (302,515 shares). Old name, new name
Inferred rename: "ProfitSharing" is treated as the same holder as "Profit Sharing Plan", because the old name was never reported again and the new one opened with the same balance (37,842 shares). Old name, new name
Inferred rename: "As Custodian" is treated as the same holder as "Custodian for Daughter", because the old name was never reported again and the new one opened with the same balance (3,321 shares). Old name, new name
Inferred rename: "Morris Holding" is treated as the same holder as "Morris Holdings", because the old name was never reported again and the new one opened with the same balance (18,948 shares). Old name, new name
Inferred rename: "Spouse" is treated as the same holder as "Shares held by Spouse", because the old name was never reported again and the new one opened with the same balance (32 shares). Old name, new name
External context: we only cite outside events when a documented connection exists. None is shown for this period.