Informed-money record
Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.
Bullish filings
0
Bearish filings
23
Named actors
12
Disclosed $ (bull / bear)
$0 / $32.1M
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-09-02 | SVP, CFO Hertzman Brian S. | sold | $136K | SEC ↗ |
| 2026-09-01 | Officer (via Charles Schwab & Co., Inc.) Brian S. Hertzman | filed notice to sell | $135K | SEC ↗ |
| 2026-08-26 | Co-CEO LINDNER CARL H III | sold | $11.7M | SEC ↗ |
| 2026-08-24 | Co-CEO LINDNER CARL H III | sold | $1.2M | SEC ↗ |
| 2026-08-18 | Officer (via UBS Securities) Carl H. Lindner, III | filed notice to sell | $13.2M | SEC ↗ |
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Create a free account →Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals
| 2026-08-06 | Officer (via Bank of America/Merrill Lynch) Mark A. Weiss | filed notice to sell | $399K | SEC ↗ |
| 2026-08-06 | Sr. VP & General Counsel Weiss Mark A | sold | $407K | SEC ↗ |
| 2026-06-24 | Senior Vice President Gillis Michelle A | sold | $312K | SEC ↗ |
| 2026-06-24 | Officer (via Charles Schwab) Michelle A. Gillis | filed notice to sell | $308K | SEC ↗ |
| 2026-06-23 | President of Subsidiary Thompson David Lawrence Jr | sold | $1.5M | SEC ↗ |
| 2026-06-17 | Officer (via Merrill Lynch, Evolo/Singer/Sullivan/Gruegge Group) David L. Thompson, Jr. | filed notice to sell | $1.5M | SEC ↗ |
| 2026-03-10 | Officer (via Charles Schwab) Michelle A. Gillis | filed notice to sell | $216K | SEC ↗ |
| 2026-02-27 | Officer (via Charles Schwab & Co., Inc.) Brian S. Hertzman | filed notice to sell | $222K | SEC ↗ |
| 2026-02-27 | SVP, CFO Hertzman Brian S. | sold | $222K | SEC ↗ |
| 2025-12-29 | Senior Vice President Gillis Michelle A | gifted | — | SEC ↗ |
| 2025-12-18 | President of Subsidiary Thompson David Lawrence Jr | gifted | — | SEC ↗ |
| 2025-12-18 | Director Lindner Stephen Craig Jr | gifted | — | SEC ↗ |
| 2025-12-16 | Co-CEO LINDNER CARL H III | gifted | — | SEC ↗ |
| 2025-12-15 | Co-CEO LINDNER S CRAIG | gifted | — | SEC ↗ |
| 2025-12-09 | Co-CEO LINDNER CARL H III | gifted | — | SEC ↗ |
| 2025-12-03 | Director Lindner Stephen Craig Jr | gifted | — | SEC ↗ |
| 2025-11-07 | Officer (via Charles Schwab & Co., Inc.) Brian S. Hertzman | filed notice to sell | $251K | SEC ↗ |
| 2025-11-07 | SVP, CFO Hertzman Brian S. | sold | $253K | SEC ↗ |