Public ownership evidence

Bread Financial Holdings, Inc. (BFH) Ownership Disclosures

Read BFH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Bread Financial Holdings, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-16
Trade date
2026-09-14
Reporting owners
McCarthy Dennis James
Code
P
Shares
15.89
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0002153122-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BFH fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BFH fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-162026-09-14McCarthy Dennis JamesP15.89Not reported
2026-07-302026-07-28Lakhwara PranitiS2,802Not reported
2026-07-182026-07-15Gerspach John CA730Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OPTIMIZE FINANCIAL INC.2026-06-302026-08-286,574$712,293None
Advisors Asset Management, Inc.2021-12-312026-08-283,972$264,416None
Advisors Asset Management, Inc.2020-06-302026-08-286,073$274,014None
Advisors Asset Management, Inc.2021-09-302026-08-284,035$407,000None
Corient Private Wealth LP2026-06-302026-08-284,816$521,814None
AFFINITY WEALTH LLC2024-12-312026-08-27320$19,539None
Advisors Asset Management, Inc.2020-12-312026-08-275,485$406,000None
Advisors Asset Management, Inc.2022-03-312026-08-272,810$157,782None
Advisors Asset Management, Inc.2021-03-312026-08-275,116$573,452None
Advisors Asset Management, Inc.2021-06-302026-08-274,885$509,000None
Advisors Asset Management, Inc.2020-09-302026-08-276,092$255,742None
Advisors Asset Management, Inc.2019-12-312026-08-261,269$142,382None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-262,800$303,380None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2552,568$5,695,743None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,695,743$52,568,000None
Advisors Asset Management, Inc.2020-03-312026-08-221,326$44,620None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,049$872,081None
Advisors Asset Management, Inc.2019-03-312026-08-19690$120,736None
Advisors Asset Management, Inc.2019-09-302026-08-191,000$128,130None
Advisors Asset Management, Inc.2019-06-302026-08-19787$110,282None
Ensign Peak Advisors, Inc2026-03-312026-08-193,192$239,049None
Ensign Peak Advisors, Inc2025-12-312026-08-193,192$236,304None
Ensign Peak Advisors, Inc2025-09-302026-08-1910,342$576,773None
Fulcrum Asset Management LLP2026-06-302026-08-192,416$262,692None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-1914,700$1,592,745None
Caitlin John, LLC2026-06-302026-08-1812$1,300None
Corient Private Wealth LP2026-06-302026-08-184,304$466,286None
Empowered Funds, LLC2026-06-302026-08-18285,365$30,919,298None
Empowered Funds, LLC2026-06-302026-08-18167,186$18,114,603None
Empowered Funds, LLC2026-06-302026-08-185,812$629,730None
Empowered Funds, LLC2026-06-302026-08-182,182$236,420None
Empowered Funds, LLC2026-06-302026-08-181,393$150,932None
Transamerica Financial Advisors, LLC2026-06-302026-08-1810$1,089None
Jefferies Financial Group Inc.2026-06-302026-08-1897,546$10,569,109None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1834,673$3,756,820None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-154,835$523,871None
AMERIFLEX GROUP, INC.2026-06-302026-08-1529$3,142None
CAXTON ASSOCIATES LLP2026-06-302026-08-1532,797$3,553,555None
SEI INVESTMENTS CO2026-06-302026-08-1537,446$4,057,274None
SEI INVESTMENTS CO2026-06-302026-08-1518,407$1,994,570None
SEI INVESTMENTS CO2026-06-302026-08-1547,142$5,107,840None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15106$11,503None
JPL Wealth Management, LLC2026-06-302026-08-154$434None
JPL Wealth Management, LLC2026-06-302026-08-155$542None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15211$22,862None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1520$2,175None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1544,610$4,833,494None
Basecamp Wealth Advisors LLC2026-06-302026-08-1525$2,709None
MorganRosel Wealth Management, LLC2026-06-302026-08-1510,340$1,120,339None
Integrated Quantitative Investments LLC2026-06-302026-08-1531,807$3,446,288None

90-day public filing window, up to 50 source positions.

OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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