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| 2026-10-28 | 2026-10-27 | Koch Stephen Paul | S | 1,004 | 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 2026-10-27 and its public availability date is 2026-10-28. 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 S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.
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
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| 2026-10-28 | 2026-10-27 | Koch Stephen Paul | S | 1,004 | Not reported |
| 2026-10-28 | 2026-10-27 | Koch Stephen Paul | S | 3,136 | Not reported |
| 2026-10-28 | 2026-10-27 | Koch Stephen Paul | S | 4,194 | Not reported |
| 2026-08-28 | 2026-08-26 | Colonias Karen Winifred | S | 1,542 | 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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| OPTIMIZE FINANCIAL INC. | 2026-06-30 | 2026-08-28 | 670 | $250,312 | None |
| Advisors Asset Management, Inc. | 2021-12-31 | 2026-08-28 | 33,174 | $5,381,486 | None |
| Advisors Asset Management, Inc. | 2022-12-31 | 2026-08-28 | 28,421 | $5,753,547 | None |
| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 26,261 | $2,492,957 | None |
| Advisors Asset Management, Inc. | 2022-06-30 | 2026-08-28 | 37,393 | $6,352,000 | None |
| Advisors Asset Management, Inc. | 2021-09-30 | 2026-08-28 | 32,506 | $4,630,000 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 875 | $326,600 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 327,592 | $122,388,393 | None |
| Redwood Investment Management, LLC | 2024-12-31 | 2026-08-28 | 5,295 | $1,426,000 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 4,592 | $1,326,000 | None |
| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 2 | $747 | None |
| Principia Wealth Advisory, LLC | 2026-03-31 | 2026-08-27 | 2 | $608 | None |
| Advisors Asset Management, Inc. | 2024-03-31 | 2026-08-27 | 20,012 | $6,687,610 | None |
| Advisors Asset Management, Inc. | 2025-03-31 | 2026-08-27 | 16,249 | $4,691,899 | None |
| Advisors Asset Management, Inc. | 2022-09-30 | 2026-08-27 | 36,347 | $6,339,000 | None |
| Advisors Asset Management, Inc. | 2020-12-31 | 2026-08-27 | 24,735 | $2,962,000 | None |
| Advisors Asset Management, Inc. | 2022-03-31 | 2026-08-27 | 36,956 | $6,775,883 | None |
| Advisors Asset Management, Inc. | 2023-06-30 | 2026-08-27 | 21,884 | $5,943,476 | None |
| Advisors Asset Management, Inc. | 2023-09-30 | 2026-08-27 | 21,126 | $5,539,871 | None |
| Advisors Asset Management, Inc. | 2023-03-31 | 2026-08-27 | 30,566 | $7,847,515 | None |
| Advisors Asset Management, Inc. | 2021-03-31 | 2026-08-27 | 28,782 | $4,383,211 | None |
| Advisors Asset Management, Inc. | 2021-06-30 | 2026-08-27 | 31,934 | $4,819,000 | None |
| Advisors Asset Management, Inc. | 2020-09-30 | 2026-08-27 | 23,597 | $2,407,838 | None |
| Advisors Asset Management, Inc. | 2025-09-30 | 2026-08-27 | 14,136 | $3,969,813 | None |
| Advisors Asset Management, Inc. | 2023-12-31 | 2026-08-27 | 18,887 | $5,282,316 | None |
| Redwood Investment Management, LLC | 2025-06-30 | 2026-08-27 | 4,314 | $1,354,000 | None |
| Advus Financial Partners, LLC | 2024-03-31 | 2026-08-26 | 615 | $205,521 | None |
| Advisors Asset Management, Inc. | 2019-12-31 | 2026-08-26 | 31,803 | $3,808,727 | None |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 2026-03-31 | 2026-08-26 | 66,611 | $20,244,415 | None |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 2026-06-30 | 2026-08-26 | 66,611 | $24,885,870 | None |
| Advisors Asset Management, Inc. | 2025-06-30 | 2026-08-25 | 14,538 | $4,563,478 | None |
| First Eagle Investment Management, LLC | 2026-06-30 | 2026-08-25 | 1,458 | $544,709 | None |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-06-30 | 2026-08-25 | 88,237 | $32,965,343 | None |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-06-30 | 2026-08-25 | 32,965,343 | $88,237,000 | None |
| Advisors Asset Management, Inc. | 2024-09-30 | 2026-08-22 | 17,593 | $5,088,072 | None |
| Advisors Asset Management, Inc. | 2024-06-30 | 2026-08-22 | 16,613 | $4,744,673 | None |
| Advisors Asset Management, Inc. | 2024-12-31 | 2026-08-22 | 16,017 | $4,312,737 | None |
| Advisors Asset Management, Inc. | 2025-12-31 | 2026-08-22 | 10,491 | $3,030,535 | None |
| Advisors Asset Management, Inc. | 2020-03-31 | 2026-08-22 | 28,635 | $2,508,140 | None |
| Assenagon Asset Management S.A. | 2026-06-30 | 2026-08-22 | 8,725 | $3,259,660 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 791 | $295,808 | None |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026-06-30 | 2026-08-21 | 2,000 | $747,200 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 3,096 | $1,156,666 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 38,688 | $14,453,764 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 1,394 | $520,965 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 29 | $11,010 | None |
| Advisors Asset Management, Inc. | 2019-03-31 | 2026-08-19 | 33,725 | $3,044,019 | None |
| Advisors Asset Management, Inc. | 2019-09-30 | 2026-08-19 | 35,836 | $3,571,416 | None |
| Advisors Asset Management, Inc. | 2019-06-30 | 2026-08-19 | 36,014 | $3,407,645 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 6 | $2,242 | 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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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.