U.S. GLOBAL INVESTORS, INC.
CRD #111097 SEC #801-4868 SAN ANTONIO, TX 210-308-1234
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
22
Clients
0
Accounts
11
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKS, WAVERLY, ERIC | I | VICE PRESIDENT/COMPLIANCE OFFICER | NA | |
| BANKS, WAVERLY, ERIC | I | VICE PRESIDENT/COMPLIANCE OFFICER | NA | |
| BARONCELLI, JOHN, ELLIOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLANCO, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLICOTTE, LISA, CHRISTINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUNCAN, BOBBY, DEAN | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVE, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| LYDON, THOMAS, FRANCIS | I | DIRECTOR | NA | Control |
| MCGEE, SUSAN, B | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, B | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, B | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGEE, SUSAN, BROCK | I | PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEILL, SHANNON, FOSTER | I | CHIEF OPERATING OFFICER | NA | Control |
| NEILL, SHANNON, FOSTER | I | CHIEF OPERATING OFFICER | NA | Control |
| NEILL, SHANNON, FOSTER | I | CHIEF OPERATING OFFICER | NA | Control |
| NEILL, SHANNON, FOSTER | I | CHIEF OPERATING OFFICER | NA | Control |
| NEILL, SHANNON, FOSTER | I | CHIEF OPERATING OFFICER | NA | Control |
| O'DONNELL, JOSEPH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENNER, JOSEPH, STEPHEN | I | DIRECTOR | NA | Control |
| PETERSON, TRACY, CLAY | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| PETERSON, TRACY, CLAY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RADEMACHER, CATHERINE, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROSS, TAMMY, JEAN | I | COMPLIANCE OFFICER | NA | Control |
| ROSS, TAMMY, JEAN | I | COMPLIANCE OFFICER | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| RUBINSTEIN, JEROLD, HOWARD | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| SUAREZ, ELIAS | I | VICE PRESIDENT, INSTITUTIONAL SALES | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| TERRACINA, ROY, DAVID | I | DIRECTOR | NA | Control |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHAIRMAN OF THE BOARD | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| HOLMES, FRANK, EDWARD | I | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROYCE & ASSOCIATES INC. | DE | SHAREHOLDER -- CLASS A STOCK | B | |
| ROYCE & ASSOCIATES INC. | DE | SHAREHOLDER -- CLASS A STOCK | B | |
| ROYCE & ASSOCIATES INC. | DE | SHAREHOLDER -- CLASS A STOCK | B | |
| F.E. HOLMES ORGANIZATION, INC. | FE | SHAREHOLDER -- CLASS C STOCK | A | Control |
| F.E. HOLMES ORGANIZATION, INC. | FE | SHAREHOLDER -- CLASS C STOCK | A | |
| F.E. HOLMES ORGANIZATION, INC. | FE | SHAREHOLDER -- CLASS C STOCK | A | Control |
| F.E. HOLMES ORGANIZATION, INC. | FE | SHAREHOLDER -- CLASS C STOCK | A | Control |
| F.E. HOLMES ORGANIZATION, INC. | FE | SHAREHOLDER -- CLASS C STOCK | A | |
| INSIGHT CAPITAL RESOURCES | DE | SHAREHOLDER | A | |
| MASON HILL ASSET MANAGEMENT, INC. | DE | SHAREHOLDER -- CLASS A STOCK | A | |
| ROYCE & ASSOCIATES INC. | DE | SHAREHOLDER -- CLASS A STOCK | A | |
| ROYCE & ASSOCIATES INC. | DE | SHAREHOLDER -- CLASS A STOCK | A | |
| RS INVESTMENT MANAGEMENT CO. | DE | SHAREHOLDER -- CLASS A STOCK | A | |
| RS VALUE GROUP LLC | DE | SHAREHOLDER -- CLASS A STOCK | A |
Registrations
Federal
IA
Sep 18, 2025 REGISTERED
Notice Filings (1)
TX
Address
7900 CALLAGHAN ROADSAN ANTONIO, TX 78229
United States
Phone: 210-308-1234