End-of-day prices provided by Twelve Data · One close per session. Not real time and not a quote.
2 older filings not shown · The record reaches back to May 24, 19.
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.
No open-market buys or sells on record in this stretch — mechanical transactions only.
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
Scores, historical analogues, watchlist and Radar work over the same companies you can already browse here.
Invite-only beta. Payments are not active yet.
The full record holds 11 stress filings.
Passive holders
Filed on Schedule 13G: large stakes held without an intention to control — mostly index and institutional funds.
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 516 on record.
The full record holds 84 transactions and goes back to Feb 10, 23.
