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Recorded SEC filings in plain language — not advice or a prediction.
Passive holders
Filed on Schedule 13G: large stakes held without an intention to control — mostly index and institutional funds.
822 filings on record, the oldest from Apr 29, 15.
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.
Beta
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6 older filings not shown · The record reaches back to Mar 30, 16.
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.
The full record holds 3 stress filings.
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.
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 822 on record.
The full record holds 222 transactions and goes back to Nov 8, 22.
