Dallas
Tolleson Wealth Management, Inc., Dallas, Texas -- the DT 2020 Savings Trust, Debra June Tolleson and John Carter Tolleson, Jr., trustees, the JT 2020 Secure Trust, John Carter Tolleson, trustee, and Debra June Tolleson, to acquire voting shares of Tolleson Wealth Management, Inc., and thereby indirectly acquire Tolleson Private Bank, all of Dallas, Texas. Additionally, Kathryn Covert Tolleson, Amy Tolleson Baldwin, Peter Baldwin, the John Carter Tolleson 1999 Trust, John Carter Tolleson, Jr., trustee, and six trusts established for the benefit of minor children, all of Dallas, Texas, to retain voting shares of Tolleson Wealth Management, Inc., and thereby indirectly retain voting shares of Tolleson Private Bank; and for all to join the Tolleson Family Control Group, a group acting in concert.
-Permitted, December 30, 2021