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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| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 3,710 | $223,151 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 36,068 | $2,711,265 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 15,470 | $1,053,817 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 15,900 | $1,128,582 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 15,790 | $1,109,564 | None |
| ASHFORD CAPITAL MANAGEMENT INC | 2026-06-30 | 2026-08-22 | 103,969 | $7,815,350 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 79 | $5,869 | None |
| RESOLUTE WEALTH ADVISOR, INC. | 2026-06-30 | 2026-08-20 | 5,398 | $379,318 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 16,464 | $1,237,590 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 37,212 | $2,797,218 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 313 | $23,528 | None |
| LARCH CAPITAL PARTNERS LLC | 2026-06-30 | 2026-08-18 | 137,048 | $10,301,917 | None |
| Jacobs Equity LLC | 2026-06-30 | 2026-08-18 | 25,605 | $1,924,728 | None |
| Coastal Bridge Advisors, LLC | 2026-06-30 | 2026-08-18 | 171,670 | $12,904,436 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 36,892 | $2,773,134 | None |
| Blue Edge Capital, LLC | 2026-06-30 | 2026-08-18 | 481,757 | $36,213,674 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 6,772 | $509,060 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 185,590 | $13,914,053 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 7,081 | $532,265 | None |
| AtlasMark Financial, Inc | 2026-06-30 | 2026-08-18 | 86,589 | $6,508,892 | None |
| Stonehage Fleming Financial Services Holdings Ltd | 2026-06-30 | 2026-08-18 | 1,207 | $90,730 | None |
| Forum Finance Group S.A. | 2026-06-30 | 2026-08-15 | 12,134 | $737,000 | None |
| Sanchez Gaunt Capital Management, LLC | 2026-06-30 | 2026-08-15 | 5,566 | $418,394 | None |
| GTS FINANCIAL, LLC | 2026-06-30 | 2026-08-15 | 142,271 | $9,418,340 | None |
| Legacy Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 3,599 | $270,537 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 204 | $15,340 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 12 | $902 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 3,637 | $273,393 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 8,481 | $637,517 | None |
| Vertex Planning Partners, LLC | 2026-06-30 | 2026-08-15 | 2,668 | $200,554 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 40,401 | $3,036,922 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 100 | $7,517 | None |
| Invst, LLC | 2026-06-30 | 2026-08-15 | 20,514 | $1,542,009 | None |
| Stonebrook Private Inc. | 2026-06-30 | 2026-08-15 | 6,096 | $458,213 | None |
| SYON CAPITAL LLC | 2026-06-30 | 2026-08-15 | 39,504 | $2,969,522 | None |
| Strategic Investment Advisors / MI | 2026-06-30 | 2026-08-15 | 1,682 | $126,424 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 1,072 | $80,582 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 2,856 | $214,680 | None |
| JT Stratford LLC | 2026-06-30 | 2026-08-15 | 3,829 | $287,826 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 30,544 | $2,296,017 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 32,855 | $2,470,861 | None |
| COOPER/HAIMS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 2,834 | $213,032 | None |
| Squarepoint Ops LLC | 2026-06-30 | 2026-08-15 | 10,347 | $777,784 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 180,825 | $13,593,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 3,200 | $240,544 | Put |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 13,739 | $1,032,773 | None |
| Rothschild Capital Partners, LLC | 2026-06-30 | 2026-08-15 | 3,535 | $265,738 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 18,286 | $1,374,540 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 702 | $52,892 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 19 | $1,428 | 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.