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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| Anderson Financial Strategies, LLC | 2026-06-30 | 2026-08-21 | 158,021 | $8,422,519 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 394 | $20,559 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 11,428 | $596,329 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 21,772 | $1,136,085 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 17,958 | $937,048 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 4,387 | $228,914 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 8,147 | $2,612,147 | None |
| National Philanthropic Trust | 2026-06-30 | 2026-08-15 | 255,407 | $13,327,137 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 150 | $8,019 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 21,094 | $1,100,685 | None |
| FIRST FOUNDATION ADVISORS | 2026-06-30 | 2026-08-15 | 152,531 | $7,959,070 | None |
| FIRST FOUNDATION ADVISORS | 2026-06-30 | 2026-08-15 | 44,987 | $2,347,422 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 16,261 | $848,499 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 217,830 | $11,366,352 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 1,909 | $99,587 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 68,113 | $3,554,136 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 2,132 | $111,248 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 13 | $678 | None |
| One Capital Management, LLC | 2026-06-30 | 2026-08-14 | 24,426 | $1,174,164 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 6,531 | $340,788 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 457 | $23,865 | None |
| NORTHERN TRUST CORP | 2026-06-30 | 2026-08-14 | 4,453 | $232,358 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 1,398 | $72,948 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 426 | $22,678 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 224 | $11,689 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 55,677 | $2,905,229 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 21,416 | $1,117,508 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 10,346 | $539,838 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 965 | $51,299 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 3,449 | $183,349 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 4,683,874 | $248,994,742 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 2,697 | $143,373 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 846,244 | $44,986,331 | None |
| Stratos Wealth Partners, LTD. | 2026-06-30 | 2026-08-12 | 5,780 | $301,614 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 34 | $1,775 | None |
| OARSMAN CAPITAL, INC. | 2026-06-30 | 2026-08-08 | 107,800 | $5,624,993 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 97,193 | $5,071,529 | None |
| PNC Financial Services Group, Inc. | 2026-06-30 | 2026-08-08 | 1,824 | $95,154 | None |
| SILVER OAK SECURITIES, INCORPORATED | 2026-06-30 | 2026-08-08 | 20,121 | $1,049,913 | None |
| MML INVESTORS SERVICES, LLC | 2026-06-30 | 2026-08-08 | 8,936 | $466,283 | None |
| MOR Wealth Management, LLC | 2026-06-30 | 2026-08-07 | 3,990 | $208,198 | None |
| Swisher Financial Concepts, Inc. | 2026-06-30 | 2026-08-07 | 6,429 | $335,489 | None |
| Geneos Wealth Management Inc. | 2026-06-30 | 2026-08-07 | 874 | $45,605 | None |
| Global Retirement Partners, LLC | 2026-06-30 | 2026-08-07 | 673 | $35,117 | None |
| Parallel Advisors, LLC | 2026-06-30 | 2026-08-06 | 75 | $3,914 | None |
| Capital Analysts, LLC | 2026-06-30 | 2026-08-06 | 4,643 | $242,000 | None |
| Capital Analysts, LLC | 2026-06-30 | 2026-08-06 | 5,180 | $270,000 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 995 | $51,919 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 23,110 | $1,205,902 | None |
| CENTRAL TRUST Co | 2026-06-30 | 2026-08-01 | 226 | $11,793 | 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.