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Recorded SEC filings in plain language — not advice or a prediction.
Sale intention announced
On Aug 11, Thomas D. Lehrman filed notice of intent to sell up to $597K. That is about 0.08% 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 $2.7M across 12 trades, between Aug 11 and Aug 13, per their Form 4. Their sales over those 90 days far exceed the amount announced here. 2 other notices of theirs overlap this window.
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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.
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.
363 filings on record, the oldest from Nov 22, 23.
Listing the 25 most recent filings of the 363 on record.
There are 22 more transactions in this stretch.
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 583 transactions and goes back to Apr 17, 24.