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
9
Bearish filings
24
Named actors
11
Disclosed $ (bull / bear)
$2.4M / $17.5M
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-07-27 | 5%+ holder (13G) FIRST TRUST PORTFOLIOS LP | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-07-14 | Director (via Charles Schwab Corp.) GRASSLE JENELE C | filed notice to sell | $525K | SEC ↗ |
| 2026-05-07 | Former Affiliate (via Charles Schwab Corporation) GRASSLE JENELE C | filed notice to sell | $1.1M | SEC ↗ |
| 2026-03-04 | Director GRASSLE JENELE C | sold | $1.9M | SEC ↗ |
| 2026-03-04 | Director (via Charles Schwab & Co., Inc.) GRASSLE JENELE C | filed notice to sell | $1.9M | 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
| 2026-03-03 | Director Tomlinson Percy C Jr | sold | $764K | SEC ↗ |
| 2026-03-03 | Board Member (via UBS Financial Services Inc) Tomlinson Family Rev Tr DTD 8/25/16 | filed notice to sell | $752K | SEC ↗ |
| 2026-02-26 | Insider Tomlinson Percy C Jr | exercised options & held the shares | $403K | — |
| 2026-02-25 | Insider GRASSLE JENELE C | exercised options & held the shares | $687K | — |
| 2026-01-21 | 5%+ holder (13G) AltraVue Capital, LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2025-11-21 | Director GRASSLE JENELE C | sold | $1.0M | SEC ↗ |
| 2025-11-21 | Director (via Charles Schwab Corporation) GRASSLE JENELE C | filed notice to sell | $1.0M | SEC ↗ |
| 2025-11-19 | Insider GRASSLE JENELE C | exercised options & held the shares | $301K | — |
| 2025-11-07 | CHIEF FINANCIAL OFFICER Ishaug Anthony D | exercised options & held the shares | $587K | — |
| 2025-11-04 | Insider Tomlinson Percy C Jr | exercised options & held the shares | $119K | — |
| 2025-10-24 | COO (via Merrill) Renae Gaudette | filed notice to sell | $500K | SEC ↗ |
| 2025-10-24 | CHIEF OPERATING OFFICER Gaudette Renae M. | sold | $44K | SEC ↗ |
| 2025-10-24 | CHIEF OPERATING OFFICER Gaudette Renae M. | sold | $457K | SEC ↗ |
| 2025-10-22 | CHIEF OPERATING OFFICER Gaudette Renae M. | exercised options & held the shares | $227K | — |
| 2025-09-17 | Director (via RBC CAPITAL MARKETS LLC) Barbetta Lawrence A | filed notice to sell | $430K | SEC ↗ |
| 2025-09-17 | Director Barbetta Lawrence A | sold | $109K | SEC ↗ |
| 2025-09-17 | Director Barbetta Lawrence A | sold | $321K | SEC ↗ |
| 2025-08-27 | CHAIR AND CEO HEFFES BRETT D | sold | $538K | SEC ↗ |
| 2025-08-27 | CHAIR AND CEO HEFFES BRETT D | sold | $77K | SEC ↗ |
| 2025-08-27 | CHAIR AND CEO HEFFES BRETT D | sold | $738K | SEC ↗ |