Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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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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| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 1,591,105 | $63,978,320 | None |
| MLG Wealth Management DBA Pine Grove Financial Group | 2025-12-31 | 2026-08-26 | 16,815 | $547,665 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 0 | $11 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 20,564 | $826,907 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 67,109 | $2,632,015 | None |
| Vermillion & White Wealth Management Group, LLC | 2026-06-30 | 2026-08-20 | 254,556 | $10,277,958 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 1,425,068 | $57,301,975 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 644,490 | $25,914,952 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 200 | $8,042 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 4,140 | $166,475 | None |
| Sanchez Levi Garrett | 2026-06-30 | 2026-08-18 | 91,573 | $3,682,135 | None |
| SwitchPoint Financial Planning, LLC | 2026-06-30 | 2026-08-18 | 53,097 | $2,135,030 | None |
| Balanced Rock Investment Advisors LLC | 2026-06-30 | 2026-08-18 | 18,172 | $730,696 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 1,591,279 | $63,985,280 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 6,836 | $274,857 | None |
| Nalls Sherbakoff Group, LLC | 2026-06-30 | 2026-08-18 | 3,849 | $154,787 | None |
| Nalls Sherbakoff Group, LLC | 2026-03-31 | 2026-08-18 | 813 | $27,533 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 138,811 | $5,581,582 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 480 | $19,301 | None |
| Note Advisors, LLC | 2026-06-30 | 2026-08-15 | 190,093 | $7,643,640 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 211 | $8,473 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 46,839 | $1,883,390 | None |
| Seneschal Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,233 | $371,259 | None |
| Vantage Point Financial LLC | 2026-06-30 | 2026-08-15 | 40,329 | $1,621,625 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 64,054 | $2,575,619 | None |
| Envision Financial Planning, LLC | 2026-06-30 | 2026-08-15 | 449,919 | $18,091,248 | None |
| Daner Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 121,079 | $4,772,919 | None |
| VANCE WEALTH, LLC | 2026-06-30 | 2026-08-15 | 178,912 | $7,194,071 | None |
| Lifeworks Advisors, LLC | 2026-06-30 | 2026-08-15 | 20,471 | $823,139 | None |
| Woodward Financial Advisors, Inc. | 2026-06-30 | 2026-08-15 | 57,137 | $2,297,463 | None |
| Vertex Planning Partners, LLC | 2026-06-30 | 2026-08-15 | 8,509 | $342,145 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 277,568 | $10,683,592 | None |
| AIRE ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 19,381 | $779,307 | None |
| EARNED WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 5,012 | $201,533 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 47,984 | $1,929,431 | None |
| Invst, LLC | 2026-06-30 | 2026-08-15 | 36,075 | $1,450,569 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 14,969 | $601,903 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 32,341 | $1,300,432 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 7,669 | $308,370 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 50,008 | $2,010,841 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 329,196 | $13,237,624 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 294,068 | $11,824,000 | None |
| Fort Point Capital Partners LLC | 2026-06-30 | 2026-08-15 | 5,152 | $207,162 | None |
| HRT FINANCIAL LP | 2026-06-30 | 2026-08-15 | 5,165 | $207,000 | None |
| OLD MISSION CAPITAL LLC | 2026-06-30 | 2026-08-15 | 121,993 | $4,905,338 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 11,653 | $468,567 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 1,226 | $49,297 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 60,276 | $2,423,845 | None |
| Atlanta Consulting Group Advisors, LLC | 2026-06-30 | 2026-08-15 | 23,592 | $948,634 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 170 | $6,836 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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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.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
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.