End-of-day prices provided by Twelve Data · One close per session. Not real time and not a quote.
9 older filings not shown · The record reaches back to Sep 13, 04.
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.
Passive holders
Filed on Schedule 13G: large stakes held without an intention to control — mostly index and institutional funds.
1,191 filings on record, the oldest from May 12, 95.
Sale intention announced
On Jun 2, JAMES LOCH filed notice of intent to sell up to $6.9M. That is about 0.27% of shares outstanding.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $6.9M across 2 trades on Jun 2, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
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 6 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 1,191 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 213 transactions and goes back to Feb 4, 23.
