Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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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.
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| CARLSON FINANCIAL, INC. | 2026-06-30 | 2026-08-25 | 7,452 | $208,296 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 359 | $10,040 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 819 | $22,899 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 10,826 | $302,683 | None |
| Thompson David Blair | 2026-06-30 | 2026-08-15 | 44,590 | $1,246,736 | None |
| Thompson David Blair | 2026-03-31 | 2026-08-15 | 31,843 | $835,242 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 480 | $13,421 | None |
| Treasurer of the State of North Carolina | 2026-06-30 | 2026-08-15 | 3,725,393 | $104,162,000 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 11,063 | $309,310 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 17,109 | $478,382 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 24,461 | $683,930 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 26,484 | $740,000 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 14,664 | $410,005 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 11,985 | $335,101 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 86,330 | $2,379,257 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,228 | $62,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 19,154 | $536,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 55,425 | $1,550,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 13,700 | $383,052 | Call |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 28,509 | $797,111 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 69,624 | $1,946,687 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 0 | $2 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 36,775 | $1,028,229 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 30,724 | $859,043 | None |
| Pathstone Holdings, LLC | 2026-06-30 | 2026-08-14 | 32,950 | $921,282 | None |
| CBIZ Investment Advisory Services, LLC | 2026-06-30 | 2026-08-14 | 108 | $2,825 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 114,855 | $3,211,338 | None |
| PALLADIEM, LLC | 2026-06-30 | 2026-08-14 | 193,772 | $5,417,866 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 3,629 | $101,467 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 93 | $2,600 | None |
| Elequin Capital, LP | 2026-06-30 | 2026-08-14 | 2,599 | $72,668 | None |
| Clal Insurance Enterprises Holdings Ltd | 2026-06-30 | 2026-08-14 | 15,000 | $419,000 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $54 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 181,006 | $5,060,928 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 219 | $6,122 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 5,002 | $139,864 | None |
| Strategic Wealth Partners, Ltd. | 2026-06-30 | 2026-08-13 | 478 | $13,365 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 63,621 | $1,778,853 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 51,783 | $1,447,855 | None |
| SIMPLEX TRADING, LLC | 2026-06-30 | 2026-08-13 | 4,029 | $112,650 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 58 | $1,626 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 1,340 | $37,466 | None |
| StoneX Group Inc. | 2026-06-30 | 2026-08-13 | 92,360 | $2,582,386 | None |
| US BANCORP \DE\ | 2026-06-30 | 2026-08-13 | 400 | $11,184 | None |
| Kilter Group LLC | 2026-06-30 | 2026-08-12 | 1,899 | $53,097 | None |
| SHP Wealth Management | 2026-06-30 | 2026-08-12 | 256 | $7,162 | None |
| Atlantic Union Bankshares Corp | 2026-06-30 | 2026-08-12 | 230 | $6,431 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 965 | $26,981 | None |
| Tidemark, LLC | 2026-06-30 | 2026-08-11 | 5,194 | $145,229 | None |
| Mezzasalma Advisors, LLC | 2026-06-30 | 2026-08-11 | 55,795 | $1,560,028 | 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.