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 | 53,720 | $1,062,583 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 2,507,780 | $69,465,520 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 3,596 | $99,609 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 3,664 | $90,684 | None |
| AFFINITY WEALTH LLC | 2025-12-31 | 2026-08-27 | 742 | $17,838 | None |
| AFFINITY WEALTH LLC | 2025-09-30 | 2026-08-27 | 742 | $17,274 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 126,365 | $3,500,304 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 39,025 | $908,501 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 38,056 | $914,870 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 39,626 | $980,747 | None |
| MLG Wealth Management DBA Pine Grove Financial Group | 2025-12-31 | 2026-08-26 | 68,076 | $1,636,539 | None |
| Serenity Investment Advisors | 2026-06-30 | 2026-08-25 | 710,111 | $20,039,333 | None |
| Strategic Financial Services, Inc. | 2026-06-30 | 2026-08-25 | 8,722 | $241,599 | None |
| Bernard Wealth Management Corp. | 2026-06-30 | 2026-08-22 | 2,863 | $79,306 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 887,805 | $21,973,174 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 36,620 | $1,014,374 | None |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026-06-30 | 2026-08-21 | 10,151 | $281,178 | None |
| GILL CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-21 | 335,652 | $9,297,555 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 41,988 | $1,146,262 | None |
| Wilson & Boucher Capital Management, LLC | 2026-06-30 | 2026-08-20 | 51,945 | $1,438,874 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 82,395 | $2,282,347 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 284 | $7,858 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 8,707,217 | $241,189,903 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 3,171,782 | $87,858,351 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 39,423 | $1,092,028 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 32,088 | $888,849 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 736 | $20,379 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 133,710 | $3,703,759 | None |
| Capasso Planning Partners LLC | 2026-06-30 | 2026-08-19 | 27,838 | $771,113 | None |
| TILIA FIDUCIARY PARTNERS, INC. | 2026-06-30 | 2026-08-19 | 7,259 | $201,080 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 4,298 | $119,055 | None |
| Denver PWM, LLC | 2026-06-30 | 2026-08-19 | 520,247 | $14,827,053 | None |
| PIN OAK INVESTMENT ADVISORS INC | 2026-06-30 | 2026-08-19 | 1,160 | $32,000 | None |
| NORTH STAR ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-19 | 4,800 | $132,960 | None |
| NORTH STAR ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-19 | 757,833 | $20,991,985 | None |
| Jacobs Equity LLC | 2026-06-30 | 2026-08-18 | 34,870 | $965,899 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 3,252 | $90,080 | None |
| Comprehensive Money Management Services LLC | 2026-06-30 | 2026-08-18 | 14,194 | $393,174 | None |
| SwitchPoint Financial Planning, LLC | 2026-06-30 | 2026-08-18 | 7,260 | $201,102 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 1,967 | $54,475 | None |
| Payne Capital Management, LLC | 2026-06-30 | 2026-08-18 | 1,570,302 | $43,497,373 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 19,848,492 | $549,803,235 | None |
| Asset Allocation Strategies LLC | 2026-06-30 | 2026-08-18 | 699,506 | $19,376,318 | None |
| Integrated Investment Consultants, LLC | 2026-06-30 | 2026-08-18 | 17,263 | $478,185 | None |
| Empowered Funds, LLC | 2026-06-30 | 2026-08-18 | 50,998 | $1,412,645 | None |
| Empowered Funds, LLC | 2026-06-30 | 2026-08-18 | 460 | $12,742 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 156,818 | $4,343,866 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 2,699 | $74,780 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 2,339,155 | $64,443,721 | None |
| Nalls Sherbakoff Group, LLC | 2026-06-30 | 2026-08-18 | 439,328 | $12,169,374 | 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.