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The record reaches back to May 22, 09.
Stress disclosed to the SEC that the timeline above does not reach, by age. Not a timeline: these are the individual facts, with no claim that nothing else sat between them.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Declared intent to influence
Filed on Schedule 13D: the investor states an intention to influence how the company is run.
Passive holders
Filed on Schedule 13G: large stakes held without an intention to control — mostly index and institutional funds.
Beta
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The full record holds 18 stress filings.
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Listing the 25 most recent filings of the 661 on record.
Tax, stock compensation and option exercises. These are not decisions to buy or sell, so they sit apart and never enter the totals above. The amount can be huge without meaning conviction.
The full record holds 29 transactions and goes back to Jan 26, 23.
