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
3
Bearish filings
18
Named actors
3
Disclosed $ (bull / bear)
$0 / $5.3M
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-08-07 | 5%+ holder (13G) — increased stake Focus Partners Wealth | increased its stake (13D/G amendment) | — | SEC ↗ |
| 2026-06-11 | 10% Stockholder (via Fidelity Brokerage Services LLC) Focus Partners Wealth | filed notice to sell | $28K | SEC ↗ |
| 2026-06-03 | President and CEO Dakos Andrew | sold | $73K | SEC ↗ |
| 2026-06-03 | President and CEO Dakos Andrew | sold | $2K | SEC ↗ |
| 2026-06-02 | President and CEO Dakos Andrew | sold | $15K | 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
| 2026-06-02 | Director (via Charles Schwab Corp.) Dakos Andrew | filed notice to sell | $5K | SEC ↗ |
| 2026-06-02 | Director (via Charles Schwab Corp.) Dakos Andrew | filed notice to sell | $88K | SEC ↗ |
| 2026-03-25 | 10% Stockholder (via Charles Schwab Corp) Focus Partners Wealth | filed notice to sell | $19K | SEC ↗ |
| 2026-03-25 | 10% Stockholder (via Fidelity Brokerage Services LLC) Focus Partners Wealth | filed notice to sell | $42K | SEC ↗ |
| 2026-03-06 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $387K | SEC ↗ |
| 2026-02-26 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $1 | SEC ↗ |
| 2026-02-19 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $4K | SEC ↗ |
| 2026-01-22 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $1.6M | SEC ↗ |
| 2026-01-08 | 5%+ holder (13G) Focus Partners Wealth | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-01-08 | 5%+ holder (13G) Focus Partners Wealth | disclosed a passive stake (13G) | — | SEC ↗ |
| 2025-12-30 | President Dakos Andrew | sold | $60K | SEC ↗ |
| 2025-11-28 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $1.6M | SEC ↗ |
| 2025-11-21 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $23K | SEC ↗ |
| 2025-10-07 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $20K | SEC ↗ |
| 2025-09-12 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $1.3M | SEC ↗ |
| 2025-09-10 | 10% Stockholder (via Fidelity Brokerage Services LLC) Kovitz Investment Group Partners, LLC | filed notice to sell | $40K | SEC ↗ |