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
12
Bearish filings
4
Named actors
8
Disclosed $ (bull / bear)
$1.8M + 6 of unknown size / $2.7M
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-08-03 | Co-President, C Investmt Ofcr Fisher Thomas Charles | sold | $770K | SEC ↗ |
| 2026-08-03 | Officer (via Raymond James and Associates Inc.) Fisher Thomas Charles | filed notice to sell | $770K | SEC ↗ |
| 2026-07-29 | Issuer (buyback) | announced a buyback | — | SEC ↗ |
| 2026-06-12 | Chairman and CEO BORTZ JON E | bought | $364K | SEC ↗ |
| 2026-06-11 | Chairman and CEO BORTZ JON E | bought | $355K | SEC ↗ |
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Start free — 1 week, no card →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
| 2026-06-10 | Chairman and CEO BORTZ JON E | bought | $345K | SEC ↗ |
| 2026-06-09 | Chairman and CEO BORTZ JON E | bought | $342K | SEC ↗ |
| 2026-06-08 | Chairman and CEO BORTZ JON E | bought | $337K | SEC ↗ |
| 2026-05-14 | 5%+ holder (13G) BANK OF AMERICA CORP /DE/ | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-04-30 | 5%+ holder (13G) VANGUARD CAPITAL MANAGEMENT LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-02-05 | 5%+ holder (13G) VANGUARD PORTFOLIO MANAGEMENT LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2025-12-15 | Officer (via Raymond James) Jon E. Bortz | filed notice to sell | $564K | SEC ↗ |
| 2025-12-15 | Chairman and CEO BORTZ JON E | sold | $563K | SEC ↗ |
| 2025-11-19 | Director SCHALL MICHAEL J | bought | $109K | SEC ↗ |
| 2025-11-14 | 5%+ holder (13G) Alyeska Investment Group, L.P. | disclosed a passive stake (13G) | — | SEC ↗ |
| 2025-10-27 | Issuer (buyback) | announced a buyback | — | SEC ↗ |