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| 2026-11-03 | 2026-11-02 | Fish James C Jr | P | 1,000 | Not reported |
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First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.
The displayed observation date is 2026-11-02 and its public availability date is 2026-11-03. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.
This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.
Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.
Recent Form 4 activity
Inspect all 29 displayed rows: Recent Form 4 activity
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| 2026-11-03 | 2026-11-02 | Fish James C Jr | P | 1,000 | Not reported |
| 2026-10-27 | 2026-10-26 | Epley Kyle Joseph | A | 8 | Not reported |
| 2026-10-27 | 2026-10-26 | Epley Kyle Joseph | A | 13 | Not reported |
| 2026-10-27 | 2026-10-26 | Creed Joseph E | A | 23 | Not reported |
| 2026-10-27 | 2026-10-26 | Kaiser Jason | A | 13 | Not reported |
| 2026-10-01 | 2026-09-30 | GOOD LYNN J | A | 30 | Not reported |
| 2026-10-01 | 2026-09-30 | MacLennan David | A | 28 | Not reported |
| 2026-09-28 | 2026-09-25 | Kaiser Jason | A | 11 | Not reported |
| 2026-09-28 | 2026-09-25 | Epley Kyle Joseph | A | 7 | Not reported |
| 2026-09-28 | 2026-09-25 | Epley Kyle Joseph | A | 11 | Not reported |
| 2026-09-28 | 2026-09-25 | Creed Joseph E | A | 19 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 4,831 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 1,280 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 5,035 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 3,041 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 2,137 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 2,639 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 6,135 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 3,382 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 1,351 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 520 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 750 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 280 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 540 | Not reported |
| 2026-09-02 | 2026-08-28 | Creed Joseph E | S | 480 | Not reported |
| 2026-08-28 | 2026-08-26 | Epley Kyle Joseph | A | 7 | Not reported |
| 2026-08-28 | 2026-08-26 | Epley Kyle Joseph | A | 11 | Not reported |
| 2026-08-28 | 2026-08-26 | Kaiser Jason | A | 11 | Not reported |
| 2026-08-28 | 2026-08-26 | Creed Joseph E | A | 19 | Not reported |
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
Inspect all 50 displayed rows: 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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| Alternative Investment Advisors, LLC. | 2026-06-30 | 2026-09-01 | 606 | $645,559 | None |
| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 95 | $101,166 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 60 | $42,508 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 55 | $31,508 | None |
| NWM ADVISORS, LLC | 2026-06-30 | 2026-08-29 | 401 | $427,025 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 400 | $131,920 | Call |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 26,167 | $8,629,870 | None |
| Advisors Asset Management, Inc. | 2021-12-31 | 2026-08-28 | 52,418 | $10,836,897 | None |
| Advisors Asset Management, Inc. | 2022-12-31 | 2026-08-28 | 39,350 | $9,426,686 | None |
| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 140,496 | $17,772,744 | None |
| Advisors Asset Management, Inc. | 2022-06-30 | 2026-08-28 | 55,358 | $9,896,000 | None |
| Advisors Asset Management, Inc. | 2021-09-30 | 2026-08-28 | 48,753 | $9,359,000 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 496,102 | $528,298,760 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 9,757 | $10,389,796 | None |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2026-06-30 | 2026-08-28 | 1,485 | $1,244,962 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 4,198 | $1,384,000 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 416 | $442,998 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 397 | $281,259 | None |
| BOSTON RESEARCH & MANAGEMENT INC | 2025-12-31 | 2026-08-28 | 3,502 | $2,006,191 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-27 | 1,822 | $1,940,248 | None |
| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 937 | $447,090 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 1,535 | $1,634,544 | None |
| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 38 | $40,466 | None |
| Principia Wealth Advisory, LLC | 2026-03-31 | 2026-08-27 | 34 | $24,088 | None |
| Advisors Asset Management, Inc. | 2024-03-31 | 2026-08-27 | 20,974 | $7,685,503 | None |
| Advisors Asset Management, Inc. | 2025-03-31 | 2026-08-27 | 10,584 | $3,490,603 | None |
| Advisors Asset Management, Inc. | 2022-09-30 | 2026-08-27 | 45,002 | $7,384,000 | None |
| Advisors Asset Management, Inc. | 2020-12-31 | 2026-08-27 | 80,421 | $14,638,000 | None |
| Advisors Asset Management, Inc. | 2022-03-31 | 2026-08-27 | 50,936 | $11,349,560 | None |
| Advisors Asset Management, Inc. | 2023-06-30 | 2026-08-27 | 29,161 | $7,175,064 | None |
| Advisors Asset Management, Inc. | 2023-09-30 | 2026-08-27 | 22,343 | $6,099,639 | None |
| Advisors Asset Management, Inc. | 2023-03-31 | 2026-08-27 | 35,928 | $8,221,764 | None |
| Advisors Asset Management, Inc. | 2021-03-31 | 2026-08-27 | 86,617 | $20,083,884 | None |
| Advisors Asset Management, Inc. | 2021-06-30 | 2026-08-27 | 52,910 | $11,515,000 | None |
| Advisors Asset Management, Inc. | 2020-09-30 | 2026-08-27 | 112,283 | $16,747,009 | None |
| Advisors Asset Management, Inc. | 2025-09-30 | 2026-08-27 | 7,249 | $3,458,860 | None |
| Advisors Asset Management, Inc. | 2023-12-31 | 2026-08-27 | 22,335 | $6,603,789 | None |
| WILLIAM JOHN SEMPOLINSKI | 2026-03-31 | 2026-08-27 | 1,830 | $1,296,482 | None |
| WILLIAM JOHN SEMPOLINSKI | 2025-12-31 | 2026-08-27 | 1,630 | $933,778 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 64,046 | $30,559,583 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 59,590 | $34,137,134 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 56,708 | $40,175,049 | None |
| Redwood Investment Management, LLC | 2025-06-30 | 2026-08-27 | 3,741 | $1,452,000 | None |
| BOSTON RESEARCH & MANAGEMENT INC | 2026-03-31 | 2026-08-27 | 3,502 | $2,481,027 | None |
| Advus Financial Partners, LLC | 2026-06-30 | 2026-08-26 | 1,111 | $1,183,104 | None |
| Advus Financial Partners, LLC | 2026-03-31 | 2026-08-26 | 1,115 | $789,933 | None |
| Advus Financial Partners, LLC | 2025-12-31 | 2026-08-26 | 1,115 | $638,750 | None |
| Advus Financial Partners, LLC | 2025-09-30 | 2026-08-26 | 1,256 | $599,300 | None |
| Advus Financial Partners, LLC | 2025-06-30 | 2026-08-26 | 1,282 | $497,685 | None |
| Advus Financial Partners, LLC | 2025-03-31 | 2026-08-26 | 1,244 | $410,271 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
Show the table · 1 row, 5 columns
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| Lisa C. McClain | 2026-10-12 | 2026-09-28 | 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.