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| Keyboard |
| Burton Donald W
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|---|---|
| CRD # | 160126 |
| SEC # | 801-77152 |
| CIK # | 0001018709 |
| AUM | |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 813-253-2500 |
| Address | 614 West Bay Street Tampa, FL 33606 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 428.5 |
| By Discretionary | ||
| Discretionary | 2 | 428.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 428.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.5 | |
| Total | 2 | 428.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0001018709] | |
| SC 13G | [0001018709] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Burton Donald W | Haverty Furniture Companies Inc | [2016-06-01] |
| Burton Donald W | Haverty Furniture Companies Inc | [2014-10-09] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Burton Donald W | |
| Knology Inc | |
| Capital Southwest Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Knology Inc KNOL
Option(Right-to-buy) · derivative
|
2012-07-17 | Disposed to issuer | 8,000 | $5.73 | 45,840 |
|
Knology Inc KNOL
Common Stock
|
2012-07-17 | Disposed to issuer | 4,442 | $19.75 | 87,730 |
|
Knology Inc KNOL
Common Stock
|
2012-07-17 | Disposed to issuer | 3,610,944 | $19.75 | 71,316,144 |
|
Knology Inc KNOL
Option(Right-to-buy) · derivative
|
2012-07-17 | Disposed to issuer | 244 | $12.88 | 3,143 |
|
Knology Inc KNOL
Option(Right-to-buy) · derivative
|
2012-07-17 | Disposed to issuer | 256 | $10.75 | 2,752 |
|
Knology Inc KNOL
Option(Right-to-buy) · derivative
|
2012-07-17 | Disposed to issuer | 5,000 | $11.81 | 59,050 |
|
Knology Inc KNOL
Option(Right-to-buy) · derivative
|
2012-07-17 | Disposed to issuer | 5,000 | $6.24 | 31,200 |
|
Knology Inc KNOL
Common Stock
|
2012-07-17 | Disposed to issuer | 64,159 | $19.75 | 1,267,140 |
|
Knology Inc KNOL
Common Stock
|
2012-07-17 | Disposed to issuer | 1,203,644 | $19.75 | 23,771,969 |
|
Capital Southwest Corp CSWC
Common Stock
|
2011-12-30 | Grant | 163 | $81.55 | 13,293 |
|
Capital Southwest Corp CSWC
Common Stock
|
2011-12-30 | Grant | 487 | $81.55 | 39,715 |
|
Capital Southwest Corp CSWC
Common Stock
|
2011-12-30 | Disposed to issuer | 650 | $81.55 | 53,008 |
|
Capital Southwest Corp CSWC
Common Stock
|
2011-11-30 | Grant | 462 | $84.70 | 39,131 |
|
Capital Southwest Corp CSWC
Common Stock
|
2011-11-30 | Grant | 156 | $84.70 | 13,213 |
|
Knology Inc KNOL
Option (Right-to-buy) · derivative
|
2011-04-19 | Grant | 8,000 | $0.00 |