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Public ownership evidence

Factset Research Systems (FDS) Ownership Disclosures

Read FDS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-042026-11-02Warren JoshuaA9,376Not reported

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 2026-11-04. Subtracting those calendar dates gives 2 days 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 A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

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.

SEC 0001628280-26-070356 ↗SEC 0001628280-26-070355 ↗SEC 0001628280-26-070353 ↗

Recent Form 4 activity

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2026-11-042026-11-02Warren JoshuaA9,376Not reported
2026-11-042026-11-02Hirji DinazA4,834Not reported
2026-11-042026-11-02McLoughlin ChristopherA4,168Not reported
2026-11-042026-11-02Moskoff Gregory TA1,355Not reported
2026-09-252026-09-23Moskoff Gregory TA97Not reported

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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Cornerstone Financial Management LLC2026-06-302026-08-292$460None
Cornerstone Financial Management LLC2025-12-312026-08-299$2,612None
Advisors Asset Management, Inc.2021-12-312026-08-282,349$1,141,637None
Advisors Asset Management, Inc.2020-06-302026-08-287,048$2,315,057None
Advisors Asset Management, Inc.2022-06-302026-08-281,048$403,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,425$957,000None
Corient Private Wealth LP2026-06-302026-08-281,440$331,348None
Corient Private Wealth LP2026-06-302026-08-2815,648$3,600,265None
Principia Wealth Advisory, LLC2026-06-302026-08-273$690None
Principia Wealth Advisory, LLC2026-03-312026-08-273$651None
Advisors Asset Management, Inc.2022-09-302026-08-271,027$411,000None
Advisors Asset Management, Inc.2020-12-312026-08-275,111$1,699,000None
Advisors Asset Management, Inc.2022-03-312026-08-271,991$864,393None
Advisors Asset Management, Inc.2021-03-312026-08-275,205$1,606,211None
Advisors Asset Management, Inc.2021-06-302026-08-275,096$1,710,000None
Advisors Asset Management, Inc.2020-09-302026-08-274,931$1,651,293None
Dakota Wealth Management2025-12-312026-08-27994$288,450None
Dakota Wealth Management2026-03-312026-08-27978$212,217None
Advisors Asset Management, Inc.2019-12-312026-08-265,068$1,359,744None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-262,080$451,339None
CYBER HORNET ETFs LLC2026-06-302026-08-2598$22,548None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2542,272$9,725,942None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-259,725,942$42,272,000None
Advisors Asset Management, Inc.2020-03-312026-08-225,044$1,314,870None
Assenagon Asset Management S.A.2026-06-302026-08-2216,465$3,788,267None
Layline Advisors, LLC2026-06-302026-08-21960$220,969None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-215$1,150None
Bullock Wealth Management Group2026-06-302026-08-20646$158,739None
Kingsview Wealth Management, LLC2026-06-302026-08-2012,567$2,891,336None
Kingsview Wealth Management, LLC2026-06-302026-08-208,963$2,062,207None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20922$212,134None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2032,742$7,533,291None
Advisors Asset Management, Inc.2019-03-312026-08-191,489$369,674None
Advisors Asset Management, Inc.2019-09-302026-08-194,856$1,179,862None
Advisors Asset Management, Inc.2019-06-302026-08-194,006$1,147,959None
Ensign Peak Advisors, Inc2026-03-312026-08-197,525$1,632,850None
Ensign Peak Advisors, Inc2025-12-312026-08-198,522$2,472,999None
Ensign Peak Advisors, Inc2025-09-302026-08-1914,761$4,228,879None
Fulcrum Asset Management LLP2026-06-302026-08-19633$147,881None
Coastal Bridge Advisors, LLC2026-06-302026-08-186,160$1,417,293None
Caitlin John, LLC2026-06-302026-08-18730$167,958None
Caitlin John, LLC2026-06-302026-08-183,135$721,301None
Corient Private Wealth LP2026-06-302026-08-1810,435$2,400,528None
Empowered Funds, LLC2026-06-302026-08-18789$181,533None
Empowered Funds, LLC2026-06-302026-08-18354$81,448None
Transamerica Financial Advisors, LLC2026-06-302026-08-1845$10,552None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,465$797,227None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-181,463$336,607None
Proficio Capital Partners LLC2026-06-302026-08-181,531$352,252None
Jefferies Financial Group Inc.2026-06-302026-08-185,113$1,176,399None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

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.