HODGES CAPITAL MANAGEMENT INC.

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Hodges Capital Management is based out of Dallas. Hodges Capital Management is a registered investment advisory firm with 336 clients and discretionary assets under management (AUM) of $577,218,490 (Form ADV from 2020-10-30). Their last reported 13F filing for Q1 2021 included $722,900,000 in managed 13F securities and a top 10 holdings concentration of 22.33%. Hodges Capital Management's largest holding is Commercial Metals Company with shares held of 855,125. Hodges Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 68 13F filings, and 18 13G filings

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03/31/2021

13F Activity

  • Market Value $722.9 Million
  • Prior Market Value $634.621 Million
  • New Purchases38 stocks
  • Additional Purchases58 stocks
  • Sold out of25 stocks
  • Reduced holdings in103 stocks
  • Top 10 Holdings % 22.33 %
  • Turnover % [1]:29.58%
  • Turnover Alt % [2]: 20.38 %
  • Time Held Top20:4.85 quarters
  • Time Held Top10:3.30 quarters
  • Time Held All:15.03 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 31.97%
Performance Last 4 Quarters: 14.17%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

HODGES CAPITAL MANAGEMENT INC
2905 MAPLE AVE
DALLAS TX    75201
Country: United States
Business Phone: 888-878-4426
Fax: 214-754-8721
Professional Investment Advisor Data
SEC Registration as : Investment advisor to an investment company
Form of Organization: Corporation
Organized in: TX
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 336
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.E (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2020-10-30
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY CO-CIO 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
RAINEY, BRETT, WALKER COO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
Prince, Terra, Rebecca CCO 10/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CCO direct 2019-10-01
HODGES CAPITAL MANAGEMENT INC CCO direct 2019-10-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2020-07-28
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
RAINEY, BRETT, WALKER COO 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
Prince, Terra, Rebecca CCO 10/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CCO direct 2019-10-01
HODGES CAPITAL MANAGEMENT INC CCO direct 2019-10-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
RAINEY, BRETT, WALKER COO 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
Prince, Terra, Rebecca CCO 10/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CCO direct 2019-10-01
HODGES CAPITAL MANAGEMENT INC CCO direct 2019-10-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2020-03-16
Name Title Start Date Direct/Indirect % Ownership

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2019-12-12
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
RAINEY, BRETT, WALKER COO 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
Prince, Terra, Rebecca CCO 10/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CCO direct 2019-10-01
HODGES CAPITAL MANAGEMENT INC CCO direct 2019-10-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2019-08-16
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
RAINEY, BRETT, WALKER COO, CCO 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2019-05-23
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
KERCH, ROBERT, LEO CHIEF COMPLIANCE OFFICER 05/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP/FINOP/PRESIDENT direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP/FINOP direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER direct 2009-05-01
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2009-05-01
RAINEY, BRETT, WALKER COO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2018-10-26
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
KERCH, ROBERT, LEO CHIEF COMPLIANCE OFFICER 05/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP/FINOP/PRESIDENT direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP/FINOP direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER direct 2009-05-01
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2009-05-01
RAINEY, BRETT, WALKER COO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SECRETARY direct 2018-05-01
HODGES CAPITAL MANAGEMENT INC COO direct 2018-05-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

HODGES CAPITAL MANAGEMENT INC

ownership team - last updated 2017-11-30
Name Title Start Date Direct/Indirect % Ownership
HODGES CAPITAL HOLDINGS INC. SHAREHOLDER 05/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER direct 1989-05-01
FIRST DALLAS SECURITIES, INC. STOCKHOLDER direct 1989-05-01 2008-08-18
HODGES, CRAIG, DONALDSON CHAIRMAN, CIO, CEO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
BRADSHAW, GARY, MACK SVP 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SENIOR VICE PRESIDENT direct 1993-08-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
MARSHALL, ERIC, JAY PRESIDENT 09/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT direct 2002-08-01
FIRST DALLAS SECURITIES, INC. VICE PRESIDENT/RESEARCH PRINCIPAL direct 2002-08-01
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP/DIRECTOR OF RESEARCH direct 2007-09-01
HODGES CAPITAL MANAGEMENT INC SVP direct 2007-09-01
HODGES, CLARK, BROWN EVP BUSINESS DEVELOPMENT 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
KERCH, ROBERT, LEO CHIEF COMPLIANCE OFFICER 05/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP/FINOP/PRESIDENT direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP/FINOP direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER/ROP direct 2009-05-01
FIRST DALLAS SECURITIES, INC. CHIEF COMPLIANCE OFFICER direct 2009-05-01
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2009-05-01
GORDONVILLE PARTNERS SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2006-12-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2006-12-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL HOLDINGS VOTING TRUST SHAREHOLDER HODGES CAPITAL HOLDINGS INC. 10/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2011-10-01
HODGES, CRAIG, DONALDSON TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CRAIG, DONALDSON PARTNER GORDONVILLE PARTNERS 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. CEO direct 2000-09-01
HODGES CAPITAL MANAGEMENT INC CHAIRMAN, CIO, CEO direct 2004-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1989-05-01 2002-08-06
HODGES CAPITAL MANAGEMENT INC SR. VICE PRESIDENT direct 1999-04-01 2003-10-20
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC PRESIDENT direct 2004-10-01 2011-10-12
HODGES CAPITAL MANAGEMENT INC CHAIRMAN direct 2004-10-01 2011-12-07
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2011-12-09
FIRST DALLAS SECURITIES, INC. PRESIDENT, CEO direct 2000-09-01 2012-02-22
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
HODGES, CLARK, BROWN PARTNER GORDONVILLE PARTNERS 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES, CLARK, BROWN TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01
HODGES CAPITAL MANAGEMENT INC EVP BUSINESS DEVELOPMENT direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC EVP MARKETING direct 2008-08-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
HAYS, CAMILLE, HODGES TRUSTEE HODGES CAPITAL HOLDINGS VOTING TRUST 10/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HODGES CAPITAL MANAGEMENT INC EXECUTIVE VP direct 2004-08-01
HODGES CAPITAL MANAGEMENT INC PARTNER indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01
FIRST DALLAS SECURITIES, INC. PARTNER indirect 2011-10-01
HODGES CAPITAL MANAGEMENT INC SHAREHOLDER direct 1998-08-01 2003-10-20
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CCO direct 2000-09-01 2006-04-05
HODGES CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-08-01 2006-10-30
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER direct 2000-09-01 2008-04-02
HODGES CAPITAL MANAGEMENT INC COO/CHIEF COMPLIANCE OFFICER direct 2004-08-01 2008-04-02
FIRST DALLAS SECURITIES, INC. MEMBER indirect 1989-05-01 2009-08-27
HODGES CAPITAL MANAGEMENT INC MEMBER indirect 1989-05-01 2010-06-30
HODGES CAPITAL MANAGEMENT INC COO direct 2004-08-01 2011-10-12
FIRST DALLAS SECURITIES, INC. EXECUTIVE VICE PRESIDENT/COO direct 2000-09-01 2012-02-22
FIRST DALLAS SECURITIES, INC. PRESIDENT/CFO/TREASURER direct 2000-09-01 2015-01-02
HODGES CAPITAL MANAGEMENT INC TRUSTEE indirect 2011-10-01 2015-02-05
FIRST DALLAS SECURITIES, INC. TRUSTEE indirect 2011-10-01 2015-09-16
FIRST DALLAS SECURITIES, INC. PRESIDENT direct 2000-09-01 2015-09-23

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