Recent Form 4 activity
| 2026-09-16 | 2026-09-15 | WALLACE RICHARD P | S | 72,019 | Not reported |
| 2026-08-15 | 2026-08-13 | Lorig Brian | S | 59,586 | Not reported |
| 2026-08-14 | 2026-08-12 | Higgins Bren D. | S | 31,500 | Not reported |
| 2026-08-13 | 2026-08-11 | Khan Ahmad A. | S | 33,180 | Not reported |
| 2026-08-13 | 2026-08-11 | WALLACE RICHARD P | S | 87,568 | Not reported |
| 2026-08-12 | 2026-08-10 | Kirloskar Virendra A | S | 529 | Not reported |
| 2026-08-12 | 2026-08-10 | Wilkinson Mary Beth | S | 1,661 | Not reported |
| 2026-08-11 | 2026-08-07 | Wilkinson Mary Beth | S | 21,831 | Not reported |
| 2026-08-11 | 2026-08-07 | Kirloskar Virendra A | S | 2,405 | Not reported |
| 2026-08-08 | 2026-08-06 | Khan Ahmad A. | A | 62,475.7 | Not reported |
| 2026-08-08 | 2026-08-06 | Khan Ahmad A. | A | 87,420 | Not reported |
| 2026-08-08 | 2026-08-05 | Khan Ahmad A. | A | 24,410.85 | Not reported |
| 2026-08-08 | 2026-08-06 | Kirloskar Virendra A | A | 9,540 | Not reported |
| 2026-08-08 | 2026-08-05 | Kirloskar Virendra A | A | 1,549.15 | Not reported |
| 2026-08-08 | 2026-08-06 | Lorig Brian | A | 24,987.3 | Not reported |
| 2026-08-08 | 2026-08-06 | Lorig Brian | A | 39,735 | Not reported |
| 2026-08-08 | 2026-08-05 | Lorig Brian | A | 15,960.94 | Not reported |
| 2026-08-08 | 2026-08-06 | Higgins Bren D. | A | 62,475.7 | Not reported |
| 2026-08-08 | 2026-08-06 | Higgins Bren D. | A | 87,420 | Not reported |
| 2026-08-08 | 2026-08-05 | Higgins Bren D. | A | 24,410.85 | Not reported |
| 2026-08-08 | 2026-08-06 | Wilkinson Mary Beth | A | 24,987.3 | Not reported |
| 2026-08-08 | 2026-08-06 | Wilkinson Mary Beth | A | 25,440 | Not reported |
| 2026-08-08 | 2026-08-05 | Wilkinson Mary Beth | A | 5,069.95 | Not reported |
| 2026-08-08 | 2026-08-06 | WALLACE RICHARD P | A | 40,841.24 | Not reported |
| 2026-08-08 | 2026-08-06 | WALLACE RICHARD P | A | 93,721 | Not reported |
| 2026-08-08 | 2026-08-06 | WALLACE RICHARD P | A | 352,875 | Not reported |
| 2026-08-06 | 2026-08-05 | Wilkinson Mary Beth | S | 13,802 | Not reported |
| 2026-08-06 | 2026-08-05 | Kirloskar Virendra A | S | 4,504 | Not reported |
| 2026-08-05 | 2026-08-04 | Wilkinson Mary Beth | S | 4,295 | Not reported |
| 2026-08-05 | 2026-08-04 | Kirloskar Virendra A | S | 1,565 | Not reported |
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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.
| Alternative Investment Advisors, LLC. | 2026-06-30 | 2026-09-01 | 665 | $200,704 | None |
| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 300 | $90,513 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 20 | $29,448 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 19 | $23,087 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 1,720 | $1,168,930 | None |
| OPTIMIZE FINANCIAL INC. | 2026-06-30 | 2026-08-28 | 20,768 | $6,265,913 | None |
| Advisors Asset Management, Inc. | 2021-12-31 | 2026-08-28 | 7,930 | $3,410,772 | None |
| Advisors Asset Management, Inc. | 2022-12-31 | 2026-08-28 | 6,316 | $2,381,321 | None |
| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 7,422 | $1,443,431 | None |
| Advisors Asset Management, Inc. | 2022-06-30 | 2026-08-28 | 3,599 | $1,148,000 | None |
| Advisors Asset Management, Inc. | 2021-09-30 | 2026-08-28 | 8,069 | $2,699,000 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 301,023 | $90,821,656 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 25,326 | $7,641,291 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 2,007 | $1,364,000 | None |
| Formuepleje A/S | 2026-06-30 | 2026-08-28 | 30,062 | $9,070,006 | None |
| Formuepleje A/S | 2026-03-31 | 2026-08-28 | 2,453 | $3,611,822 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-27 | 740 | $223,265 | None |
| Reflection Asset Management | 2026-03-31 | 2026-08-27 | 1,771 | $2,607,638 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 1,124 | $339,062 | None |
| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 89 | $26,852 | None |
| Principia Wealth Advisory, LLC | 2026-03-31 | 2026-08-27 | 74 | $108,958 | None |
| Brown Financial Advisors | 2026-06-30 | 2026-08-27 | 2,320 | $699,967 | None |
| Advisors Asset Management, Inc. | 2024-03-31 | 2026-08-27 | 9,528 | $6,655,975 | None |
| Advisors Asset Management, Inc. | 2025-03-31 | 2026-08-27 | 5,654 | $3,843,589 | None |
| Advisors Asset Management, Inc. | 2022-09-30 | 2026-08-27 | 5,351 | $1,619,000 | None |
| Advisors Asset Management, Inc. | 2020-12-31 | 2026-08-27 | 10,999 | $2,848,000 | None |
| Advisors Asset Management, Inc. | 2022-03-31 | 2026-08-27 | 2,748 | $1,005,933 | None |
| Advisors Asset Management, Inc. | 2023-06-30 | 2026-08-27 | 7,598 | $3,685,182 | None |
| Advisors Asset Management, Inc. | 2023-09-30 | 2026-08-27 | 8,837 | $4,053,178 | None |
| Advisors Asset Management, Inc. | 2023-03-31 | 2026-08-27 | 7,245 | $2,891,987 | None |
| Advisors Asset Management, Inc. | 2021-03-31 | 2026-08-27 | 11,626 | $3,841,230 | None |
| Advisors Asset Management, Inc. | 2021-06-30 | 2026-08-27 | 9,153 | $2,967,000 | None |
| Advisors Asset Management, Inc. | 2020-09-30 | 2026-08-27 | 7,289 | $1,412,171 | None |
| Advisors Asset Management, Inc. | 2025-09-30 | 2026-08-27 | 3,869 | $4,173,103 | None |
| Advisors Asset Management, Inc. | 2023-12-31 | 2026-08-27 | 10,477 | $6,090,280 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 873,092 | $941,717,032 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 867,326 | $1,053,870,477 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 62,599 | $92,171,394 | None |
| Advus Financial Partners, LLC | 2026-06-30 | 2026-08-26 | 4,950 | $1,493,465 | None |
| Advus Financial Partners, LLC | 2026-03-31 | 2026-08-26 | 495 | $728,843 | None |
| Advus Financial Partners, LLC | 2025-12-31 | 2026-08-26 | 537 | $652,498 | None |
| Advus Financial Partners, LLC | 2025-09-30 | 2026-08-26 | 644 | $694,618 | None |
| Advus Financial Partners, LLC | 2025-06-30 | 2026-08-26 | 650 | $582,231 | None |
| Advus Financial Partners, LLC | 2025-03-31 | 2026-08-26 | 752 | $511,210 | None |
| Advus Financial Partners, LLC | 2024-12-31 | 2026-08-26 | 784 | $494,014 | None |
| Advus Financial Partners, LLC | 2024-09-30 | 2026-08-26 | 979 | $758,147 | None |
| Advus Financial Partners, LLC | 2024-06-30 | 2026-08-26 | 1,064 | $877,279 | None |
| Advus Financial Partners, LLC | 2024-03-31 | 2026-08-26 | 1,189 | $830,600 | None |
| Advus Financial Partners, LLC | 2023-12-31 | 2026-08-26 | 1,189 | $691,166 | None |
| Advus Financial Partners, LLC | 2023-09-30 | 2026-08-26 | 1,174 | $538,467 | None |
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90-day public filing window, up to 50 source positions.
Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗
Recent Congressional disclosures
| Ro Khanna | 2026-10-08 | 2026-09-23 | purchase | $1,001 - $15,000 |
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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.
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.