Recent Form 4 activity
| 2026-09-29 | 2026-09-26 | WEISLER DION J | A | 55.56 | Not reported |
| 2026-09-29 | 2026-09-26 | SPERLING SCOTT M | A | 62.96 | Not reported |
| 2026-09-29 | 2026-09-26 | Lynch Karen S | A | 46.3 | Not reported |
| 2026-09-29 | 2026-09-26 | Keith R. Alexandra | A | 46.3 | Not reported |
| 2026-09-29 | 2026-09-26 | JOHNSON JENNIFER M | A | 46.3 | Not reported |
| 2026-09-02 | 2026-08-31 | Pettiti Gianluca | S | 3,733 | Not reported |
| 2026-09-02 | 2026-08-31 | Pettiti Gianluca | S | 400 | Not reported |
| 2026-08-27 | 2026-08-24 | CASPER MARC N | S | 62 | Not reported |
| 2026-08-27 | 2026-08-24 | CASPER MARC N | S | 79 | Not reported |
| 2026-08-27 | 2026-08-24 | CASPER MARC N | S | 33 | Not reported |
| 2026-08-27 | 2026-08-24 | CASPER MARC N | S | 101 | Not reported |
| 2026-08-25 | 2026-08-21 | CASPER MARC N | S | 321 | Not reported |
| 2026-08-25 | 2026-08-21 | CASPER MARC N | S | 2,147 | Not reported |
| 2026-08-25 | 2026-08-21 | CASPER MARC N | S | 1,791 | Not reported |
| 2026-08-25 | 2026-08-21 | CASPER MARC N | S | 3,014 | Not reported |
| 2026-08-25 | 2026-08-21 | CASPER MARC N | S | 2,727 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 80 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 560 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 1,430 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 1,035 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 1,250 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 2,601 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 1,314 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 821 | Not reported |
| 2026-08-25 | 2026-08-20 | CASPER MARC N | S | 909 | Not reported |
| 2026-08-21 | 2026-08-19 | Britt Lisa P. | S | 11,440 | Not reported |
| 2026-08-14 | 2026-08-11 | Shafer Michael D | S | 14,300 | Not reported |
| 2026-08-14 | 2026-08-11 | Shafer Michael D | S | 11,200 | Not reported |
| 2026-08-11 | 2026-08-07 | Holmes Joseph R. | S | 420 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 117 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 495 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 522 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 228 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 945 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 530 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 1,035 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 302 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 113 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 113 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 114 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 94 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 7 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 29 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 32 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 12 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 58 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 30 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 63 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 18 | Not reported |
| 2026-08-11 | 2026-08-07 | CASPER MARC N | S | 2 | 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.
| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 36 | $18,049 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 17 | $8,356 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 16 | $9,271 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 18,088 | $9,000,398 | None |
| OPTIMIZE FINANCIAL INC. | 2026-06-30 | 2026-08-28 | 880 | $441,197 | None |
| Advisors Asset Management, Inc. | 2021-12-31 | 2026-08-28 | 44,217 | $29,503,351 | None |
| Advisors Asset Management, Inc. | 2022-12-31 | 2026-08-28 | 29,289 | $16,129,159 | None |
| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 8 | $2,899 | None |
| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 67,276 | $24,376,786 | None |
| Advisors Asset Management, Inc. | 2022-06-30 | 2026-08-28 | 39,915 | $21,685,000 | None |
| Advisors Asset Management, Inc. | 2021-09-30 | 2026-08-28 | 44,369 | $25,349,000 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 700,593 | $351,270,688 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 6,819 | $3,418,889 | None |
| VELA Investment Management, LLC | 2026-06-30 | 2026-08-28 | 11,167 | $5,598,687 | None |
| VELA Investment Management, LLC | 2026-03-31 | 2026-08-28 | 9,654 | $4,745,231 | None |
| VELA Investment Management, LLC | 2025-12-31 | 2026-08-28 | 8,508 | $4,929,961 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 669 | $333,000 | None |
| BOSTON RESEARCH & MANAGEMENT INC | 2025-12-31 | 2026-08-28 | 10,579 | $6,130,008 | None |
| Formuepleje A/S | 2026-06-30 | 2026-08-28 | 125,121 | $62,730,665 | None |
| Formuepleje A/S | 2026-03-31 | 2026-08-28 | 134,367 | $66,045,412 | None |
| Formuepleje A/S | 2025-12-31 | 2026-08-28 | 153,003 | $88,657,588 | None |
| Formuepleje A/S | 2025-09-30 | 2026-08-28 | 186,553 | $90,481,936 | None |
| Formuepleje A/S | 2025-06-30 | 2026-08-28 | 190,561 | $94,823,154 | None |
| Formuepleje A/S | 2025-03-31 | 2026-08-28 | 190,561 | $94,823,154 | None |
| Formuepleje A/S | 2024-12-31 | 2026-08-28 | 199,728 | $103,904,497 | None |
| Formuepleje A/S | 2024-09-30 | 2026-08-28 | 176,407 | $109,120,078 | None |
| Formuepleje A/S | 2024-06-30 | 2026-08-28 | 178,701 | $98,821,653 | None |
| Formuepleje A/S | 2024-03-31 | 2026-08-28 | 148,225 | $86,149,852 | None |
| Formuepleje A/S | 2023-12-31 | 2026-08-28 | 126,294 | $67,035,592 | None |
| Formuepleje A/S | 2023-09-30 | 2026-08-28 | 92,994 | $47,070,773 | None |
| Formuepleje A/S | 2023-06-30 | 2026-08-28 | 91,226 | $47,597,165 | None |
| Formuepleje A/S | 2023-03-31 | 2026-08-28 | 99,158 | $57,151,696 | None |
| Formuepleje A/S | 2022-12-31 | 2026-08-28 | 93,836 | $51,674,547 | None |
| Formuepleje A/S | 2022-09-30 | 2026-08-28 | 93,418 | $47,380,675 | None |
| Formuepleje A/S | 2022-06-30 | 2026-08-28 | 93,305 | $50,690,740 | None |
| Formuepleje A/S | 2022-03-31 | 2026-08-28 | 109,631 | $65,246,890 | None |
| Formuepleje A/S | 2021-12-31 | 2026-08-28 | 98,892 | $65,984,698 | None |
| Formuepleje A/S | 2021-09-30 | 2026-08-28 | 118,843 | $67,898,571 | None |
| Formuepleje A/S | 2021-06-30 | 2026-08-28 | 115,177 | $58,103,341 | None |
| Formuepleje A/S | 2021-03-31 | 2026-08-28 | 86,352 | $39,409,326 | None |
| Formuepleje A/S | 2020-12-31 | 2026-08-28 | 12,034 | $5,605,197 | None |
| Formuepleje A/S | 2020-09-30 | 2026-08-28 | 12,072 | $5,330,029 | None |
| Formuepleje A/S | 2020-06-30 | 2026-08-28 | 13,647 | $4,944,854 | None |
| Formuepleje A/S | 2020-03-31 | 2026-08-28 | 14,559 | $4,128,932 | None |
| Formuepleje A/S | 2019-12-31 | 2026-08-28 | 14,410 | $4,681,377 | None |
| Formuepleje A/S | 2019-09-30 | 2026-08-28 | 13,360 | $3,891,367 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-27 | 474 | $237,645 | None |
| AFFINITY WEALTH LLC | 2026-06-30 | 2026-08-27 | 170 | $85,231 | None |
| AFFINITY WEALTH LLC | 2026-03-31 | 2026-08-27 | 170 | $83,560 | None |
| AFFINITY WEALTH LLC | 2025-12-31 | 2026-08-27 | 170 | $98,506 | None |
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90-day public filing window, up to 50 source positions.
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. ↗Advisors Asset Management, Inc. ↗
Recent Congressional disclosures
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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.