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Price: $347.19-0.29% close / closeMarket cap: 5.1T USDOct 23, 2026 · Daily data

Apple Inc.

NASDAQ:AAPL

1.OWNERSHIP & INSIDER TRADING

Data as of Oct 23, 2026

Major holders · 13D/13G

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesOwnershipTransactionAs ofFiled
Brilliant National Services, Inc—310,000——Dec 31, 2018Feb 14, 2019
MLMIC Insurance Company—75,850——Dec 31, 2018Feb 14, 2019
Central States Indemnity Company of Omaha—173,000——Dec 31, 2018Feb 14, 2019
Continental Indemnity Company—73,000——Dec 31, 2018Feb 14, 2019
California Insurance Company—419,000——Dec 31, 2018Feb 14, 2019
Applied Underwriters Captive Risk Assurance Company, Inc—45,000——Dec 31, 2018Feb 14, 2019
Government Employees Insurance Company—12,255,7470.3%—Dec 31, 2018Feb 14, 2019
East Guard Insurance Company—72,000——Dec 31, 2018Feb 14, 2019
Genesis Insurance Company—45,000——Dec 31, 2018Feb 14, 2019
General Star National Insurance Company—45,000——Dec 31, 2018Feb 14, 2019
General Star Indemnity Company—181,000——Dec 31, 2018Feb 14, 2019
General Re Life Corporation—1,172,000——Dec 31, 2018Feb 14, 2019
General Reinsurance Corporation—5,711,0000.1%—Dec 31, 2018Feb 14, 2019
General Re Corporation—5,711,0000.1%—Dec 31, 2018Feb 14, 2019
GEICO Advantage Insurance Company—916,000——Dec 31, 2018Feb 14, 2019
GEICO Secure Insurance Company—366,000——Dec 31, 2018Feb 14, 2019
GEICO Indemnity Insurance Company—1,298,000——Dec 31, 2018Feb 14, 2019
GEICO Corporation—15,385,7470.3%—Dec 31, 2018Feb 14, 2019
GEICO Choice Insurance Company—550,000——Dec 31, 2018Feb 14, 2019
PLICO Inc—180,000——Dec 31, 2018Feb 14, 2019
United States Liability Insurance Company—454,000——Dec 31, 2018Feb 14, 2019
Radnor Specialty Insurance Company—36,000——Dec 31, 2018Feb 14, 2019
Mount Vernon Fire Insurance Company—454,000——Dec 31, 2018Feb 14, 2019
Old United Life Insurance Company—74,000——Dec 31, 2018Feb 14, 2019
Old United Casualty Company—105,000——Dec 31, 2018Feb 14, 2019
Berkshire Hathaway Life Insurance Company of Nebraska—960,000——Dec 31, 2018Feb 14, 2019
Princeton Insurance Company—270,000——Dec 31, 2018Feb 14, 2019
The Medical Protective Company—2,588,0000.1%—Dec 31, 2018Feb 14, 2019
National Indemnity Company—210,800,3294.4%—Dec 31, 2018Feb 14, 2019
MedPro Group Inc—3,038,0000.1%—Dec 31, 2018Feb 14, 2019
Cypress Insurance Company—681,000——Dec 31, 2018Feb 14, 2019
National Liability & Fire Insurance Company—678,000——Dec 31, 2018Feb 14, 2019
Berkshire Hathaway Direct Insurance Company—54,000——Dec 31, 2018Feb 14, 2019
Berkshire Hathaway Homestate Insurance Company—960,000——Dec 31, 2018Feb 14, 2019
AmGUARD Insurance Company—216,000——Dec 31, 2018Feb 14, 2019
Oak River Insurance Company—271,000——Dec 31, 2018Feb 14, 2019
National Indemnity Company of Mid America—137,000——Dec 31, 2018Feb 14, 2019
Redwood Fire & Casualty Insurance Company—1,664,000——Dec 31, 2018Feb 14, 2019
National Fire & Marine Insurance Company—13,640,0000.3%—Dec 31, 2018Feb 14, 2019
Berkshire Hathaway Inc—255,300,3295.4%—Dec 31, 2018Feb 14, 2019
Warren E. Buffett—255,300,3295.4%—Dec 31, 2018Feb 14, 2019
The Vanguard Group - 23-1945930—338,533,9887.1%—Feb 11, 2019Feb 11, 2019
BlackRock, Inc.Common Stock296,598,3496.3%—Dec 31, 2018Feb 4, 2019
The Vanguard Group - 23-1945930—348,468,0326.8%—Feb 12, 2018Feb 12, 2018
BlackRock, Inc.Common Stock319,715,5866.3%—Dec 31, 2017Jan 29, 2018
The Vanguard Group - 23-1945930—337,545,6646.3%—Feb 9, 2017Feb 9, 2017
BlackRock, Inc.Common Stock322,683,5046.1%—Dec 31, 2016Jan 19, 2017
The Vanguard Group - 23-1945930—322,968,0665.8%—Feb 10, 2016Feb 10, 2016
BlackRock, Inc.Common Stock315,425,9455.7%—Dec 31, 2015Jan 25, 2016
The Vanguard Group - 23-1945930—332,239,5635.7%—Feb 10, 2015Feb 10, 2015
BlackRock, Inc.Common Stock315,936,4945.4%—Dec 31, 2014Feb 2, 2015
BlackRock, Inc.Common Stock45,338,8285%—Dec 31, 2013Jan 28, 2014

Institutional filings · 13F

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
BRIA Capital Group, LLCCOM13,376—Dec 31, 2025Oct 22, 2026
BRIA Capital Group, LLCCOM15,944—Mar 31, 2026Oct 22, 2026
BRIA Capital Group, LLCCOM22,919—Jun 30, 2026Oct 22, 2026
BRIA Capital Group, LLCCOM17,427—Sep 30, 2026Oct 22, 2026
Bucket List Wealth Management, LLCCOM6,222—Sep 30, 2026Oct 22, 2026
Clear Retirement Advice LLCCOM7,338—Sep 30, 2026Oct 22, 2026
Monetary Solutions, LtdStock15,422—Sep 30, 2026Oct 22, 2026
NLB Skladi, upravljanje premozenja, d.o.o.COM412,375—Sep 30, 2026Oct 22, 2026
MLP3, LLCCOM11,567—Sep 30, 2026Oct 22, 2026
Approach Retirement Advisors, LLCCOM1,316—Sep 30, 2026Oct 22, 2026
COGENT STRATEGIC WEALTH LLCCOM6—Sep 30, 2026Oct 22, 2026
COGENT STRATEGIC WEALTH LLCCOM1,996—Sep 30, 2026Oct 22, 2026
COGENT STRATEGIC WEALTH LLCCOM1,831—Sep 30, 2026Oct 22, 2026
Fortune Financial Group, Inc.COM2,676—Sep 30, 2026Oct 22, 2026
Gibbs Wealth ManagementCOM56,900—Sep 30, 2026Oct 22, 2026
Stenger Family Office, LLCCOM105,218—Sep 30, 2026Oct 22, 2026
Cerro Pacific Wealth Advisors LLCCOM63,947—Sep 30, 2026Oct 22, 2026
Moran Wealth Management, LLCCOM41,584—Sep 30, 2026Oct 22, 2026
Moran Wealth Management, LLCCOM28,853—Sep 30, 2026Oct 22, 2026
Arcadia Wealth Management, LLCCOM4,126—Sep 30, 2026Oct 22, 2026
Embree Financial GroupCOM144,680—Sep 30, 2026Oct 22, 2026
Midwest Trust CoCOM1,454,798—Sep 30, 2026Oct 22, 2026
James J. Burns & Company, LLCCOM117,109—Sep 30, 2026Oct 22, 2026
Curry Webb Wealth Management LLCCOM3,110—Sep 30, 2026Oct 22, 2026
Curry Webb Wealth Management LLCCOM3,510—Sep 30, 2026Oct 22, 2026
SAGESPRING WEALTH PARTNERS, LLCCOM269,986—Sep 30, 2026Oct 22, 2026
Opulen Financial Group LLCCOM6,401—Sep 30, 2026Oct 22, 2026
First Financial Group CorpCOM18,269—Sep 30, 2026Oct 22, 2026
Atala Financial IncCOM12,821—Sep 30, 2026Oct 22, 2026
XXI WEALTH, LLCCOM37,673—Sep 30, 2026Oct 22, 2026
Reyes Financial Architecture, Inc.COM7,838—Sep 30, 2026Oct 22, 2026
Oriental Harbor Investment Master FundCOM274,351—Sep 30, 2026Oct 22, 2026
Old North State Wealth Management, LLCCOM26,274—Sep 30, 2026Oct 22, 2026
Christensen, King & Associates Investment Services, Inc.COM11,192—Sep 30, 2026Oct 22, 2026
Axxion S.A.COM108,952—Sep 30, 2026Oct 22, 2026
Atlatl Advisers LLCStock16,550—Sep 30, 2026Oct 22, 2026
PATRICK M SWEENEY & ASSOCIATES, INCCOM36,771—Sep 30, 2026Oct 22, 2026
BKM Wealth Management, LLCCOM47,226—Sep 30, 2026Oct 22, 2026
VISIONARY HORIZONS, LLCCOM3,031—Sep 30, 2026Oct 22, 2026
Graphene Investments SASCOM23,000—Sep 30, 2026Oct 22, 2026
Compass Wealth Management LLCCOM10,970—Sep 30, 2026Oct 22, 2026
Core Wealth Management, Inc.COM4,523—Sep 30, 2026Oct 22, 2026
River Street Advisors LLCCOM1,265—Sep 30, 2026Oct 22, 2026
River Street Advisors LLCCOM313—Sep 30, 2026Oct 22, 2026
River Street Advisors LLCCOM31,642—Sep 30, 2026Oct 22, 2026
TSA Wealth Managment LLCCOM11,195—Sep 30, 2026Oct 22, 2026
Retirement Investment Advisors, Inc.COM6,746—Sep 30, 2026Oct 22, 2026
Beaumont Financial Advisors, LLCStock252,033—Sep 30, 2026Oct 22, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLCCOM4,871—Sep 30, 2026Oct 22, 2026
Sunpointe, LLCCOM39,661—Sep 30, 2026Oct 22, 2026
Perigon Wealth Management, LLCCOM1,090,415—Sep 30, 2026Oct 22, 2026
MARINO, STRAM & ASSOCIATES LLCCOM46,718—Sep 30, 2026Oct 22, 2026
MASTER'S WEALTH MANAGEMENT INC.COM13,969—Sep 30, 2026Oct 22, 2026
Impact Capital Partners LLCCOM57,222—Sep 30, 2026Oct 22, 2026
Clarity Wealth Development LLCCOM9,605—Sep 30, 2026Oct 22, 2026
ROBINSON SMITH WEALTH ADVISORS LLCCOM8,673—Sep 30, 2026Oct 22, 2026
CARDEROCK CAPITAL MANAGEMENT INCCOM50,963—Sep 30, 2026Oct 22, 2026
Denver PWM, LLCCOM11,046—Sep 30, 2026Oct 22, 2026
GRIFFIN ASSET MANAGEMENT, INC.COM154,015—Sep 30, 2026Oct 22, 2026
Plan Group Financial, LLCCOM26,460—Sep 30, 2026Oct 22, 2026
Marion Wealth ManagementCOM40,625—Sep 30, 2026Oct 22, 2026
AIRE ADVISORS, LLCCOM165,230—Sep 30, 2026Oct 22, 2026
OLIO Financial PlanningCOM10,432—Sep 30, 2026Oct 22, 2026
Connective Portfolio Management, LLCCOM6,520—Sep 30, 2026Oct 22, 2026
Cross Staff Investments IncCOM45,587—Sep 30, 2026Oct 22, 2026
Washington Trust Advisors, Inc.Stock257,547—Sep 30, 2026Oct 22, 2026
Washington Trust Advisors, Inc.Stock3,867—Sep 30, 2026Oct 22, 2026
Andrew Hill Investment Advisors, Inc.COM25,586—Sep 30, 2026Oct 22, 2026
Badgley Phelps Wealth Managers, LLCCOM918,925—Sep 30, 2026Oct 22, 2026
STUDIO INVESTMENT MANAGEMENT LLCCOM31,370—Sep 30, 2026Oct 22, 2026
Five Oceans AdvisorsCOM25,018—Sep 30, 2026Oct 22, 2026
STRATEGIC PLANNING GROUP, LLCCOM130,525—Sep 30, 2026Oct 22, 2026
WealthTrust Asset Management, LLCCOM13,875—Sep 30, 2026Oct 22, 2026
TECTONIC ADVISORS LLCCOM26—Sep 30, 2026Oct 22, 2026
TECTONIC ADVISORS LLCCOM13,202—Sep 30, 2026Oct 22, 2026
YOUSIF CAPITAL MANAGEMENT, LLCCOM1,462,052—Sep 30, 2026Oct 22, 2026
SBI Securities Co., Ltd.COM464,200—Sep 30, 2026Oct 22, 2026
West Financial Advisors, LLCCOM16,675—Sep 30, 2026Oct 22, 2026
Rede Wealth, LLCCOM46,467—Sep 30, 2026Oct 22, 2026
Client First Capital LLCCOM1,697—Sep 30, 2026Oct 22, 2026
ONE Advisory Partners, LLCCOM3,444—Sep 30, 2026Oct 22, 2026
NovaPoint Capital, LLCCOM57,655—Sep 30, 2026Oct 22, 2026
REBALANCE, LLCStock6,563—Sep 30, 2026Oct 22, 2026
waypoint wealth counselCOM160—Sep 30, 2026Oct 22, 2026
waypoint wealth counselCOM20,378—Sep 30, 2026Oct 22, 2026
Pacific Capital Wealth Advisors, Inc.COM24,264—Sep 30, 2026Oct 22, 2026
JSF Financial, LLCCOM84,132—Sep 30, 2026Oct 22, 2026
BI Asset Management Fondsmaeglerselskab A/SCOM2,357,755—Sep 30, 2026Oct 22, 2026
LAKE STREET PRIVATE WEALTH, LLCCOM154,672—Sep 30, 2026Oct 22, 2026
Strategic Blueprint, LLCStock114,470—Sep 30, 2026Oct 22, 2026
Directional Asset ManagementCOM25,935—Sep 30, 2026Oct 22, 2026
Silver Lake Advisory, LLCCOM5,201—Sep 30, 2026Oct 22, 2026
Symphony Financial, Ltd. Co.COM108,175—Sep 30, 2026Oct 22, 2026
ROMANO BROTHERS AND COMPANYCOM93,224—Sep 30, 2026Oct 22, 2026
Charis Legacy Partners, LLCCOM3,120—Sep 30, 2026Oct 22, 2026
Winthrop Advisory Group LLCCOM161,709—Sep 30, 2026Oct 22, 2026
Winthrop Advisory Group LLCCOM10,002—Sep 30, 2026Oct 22, 2026
Farmers & Merchants Trust Co of Long BeachCOM13,380—Sep 30, 2026Oct 22, 2026
Farmers & Merchants Trust Co of Long BeachCOM100,377—Sep 30, 2026Oct 22, 2026
Quaker Wealth Management, LLCCOM27,100—Sep 30, 2026Oct 22, 2026
Garrett Wealth Advisory Group, LLCCOM62,731—Sep 30, 2026Oct 22, 2026
Demars Financial Group, LLCCOM24,310—Sep 30, 2026Oct 22, 2026
Marietta Wealth Management, LLCCOM121,737—Sep 30, 2026Oct 22, 2026
Mitsubishi UFJ Asset Management (UK) Ltd.COM22,000—Sep 30, 2026Oct 22, 2026
Inspire Investing, LLCCOM228—Sep 30, 2026Oct 22, 2026
Baker Chad RCommon Stock163,883—Sep 30, 2026Oct 22, 2026
CMH Wealth Management LLCCOM84,731—Sep 30, 2026Oct 22, 2026
Sharkey, Howes & JaverCOM4,120—Sep 30, 2026Oct 22, 2026
ETF Portfolio Partners, Inc.COM11,087—Sep 30, 2026Oct 22, 2026
BIP Wealth, LLCCOM125,602—Sep 30, 2026Oct 22, 2026
BURRUS FINANCIAL SERVICES, INC.COM1,038—Sep 30, 2026Oct 22, 2026
Murphy Pohlad Asset Management LLCCOM15,169—Sep 30, 2026Oct 22, 2026
Spectrum Strategic Capital Management, LLCCOM26,305—Sep 30, 2026Oct 22, 2026
New Harbor Financial Group, LLCCOM4,235—Sep 30, 2026Oct 22, 2026
CORDA Investment Management, LLC.COM180,776—Sep 30, 2026Oct 22, 2026
SRH ADVISORS, LLCCOM6,768—Sep 30, 2026Oct 22, 2026
Legacy Wealth Management, LLCCOM916—Sep 30, 2026Oct 22, 2026
Boomfish Wealth Group, LLCCOM23,720—Sep 30, 2026Oct 22, 2026
MBL Wealth, LLCPUT · Put700—Sep 30, 2026Oct 22, 2026
MBL Wealth, LLCCOM25,611—Sep 30, 2026Oct 22, 2026
MBL Wealth, LLCCOM67,096—Sep 30, 2026Oct 22, 2026
Altura Wealth Advisors Inc.COM41,957—Sep 30, 2026Oct 22, 2026
Benin Management CORPCOM152,511—Sep 30, 2026Oct 22, 2026
RMR Wealth BuildersCOM161,937—Sep 30, 2026Oct 22, 2026
Sterling Capital Management LLCCOM220,369—Sep 30, 2026Oct 22, 2026
Sterling Capital Management LLCCOM54,258—Sep 30, 2026Oct 22, 2026
Colony Family Offices, LLCCOM7,078—Sep 30, 2026Oct 22, 2026
Powell Investment Advisors, LLCCOM13,931—Sep 30, 2026Oct 22, 2026
Manchester Capital Management LLCCOM244,427—Sep 30, 2026Oct 22, 2026
VISION FINANCIAL MARKETS LLCCOM28,768—Sep 30, 2026Oct 22, 2026
Indiana Trust & Investment Management CoCom61,109—Sep 30, 2026Oct 22, 2026
Private Wealth Partners, LLCCOM405,830—Sep 30, 2026Oct 22, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.COM370,365—Sep 30, 2026Oct 22, 2026
Mills Wealth Advisors LLCCOM2,638—Sep 30, 2026Oct 22, 2026
Hillcrest Wealth Advisors - NY, LLCCOM1,920—Sep 30, 2026Oct 22, 2026
Fifth Third Wealth Advisors LLCCOM422,064—Sep 30, 2026Oct 22, 2026
KBC Group NVCOM6,980,949—Sep 30, 2026Oct 22, 2026
KBC Group NVCOM509,461—Sep 30, 2026Oct 22, 2026
KBC Group NVCOM123,413—Sep 30, 2026Oct 22, 2026
Darrow Company, Inc.COM6,221—Sep 30, 2026Oct 22, 2026
Insight Advisors, LLC/ PACOM71,588—Sep 30, 2026Oct 22, 2026
SEVEN MILE ADVISORYCOM21,730—Sep 30, 2026Oct 22, 2026
Stordahl Capital Management, Inc.COM4,684—Sep 30, 2026Oct 22, 2026
Lantern Wealth Advisors, LLCCOM40,898—Sep 30, 2026Oct 22, 2026
Royal Fund Management, LLCCOM47,666—Sep 30, 2026Oct 22, 2026
Sepio Capital, LPCOM76,372—Sep 30, 2026Oct 22, 2026
WP Advisors, LLCCOM · Call970—Sep 30, 2026Oct 22, 2026
WP Advisors, LLCCOM145,745—Sep 30, 2026Oct 22, 2026
Old Mission Investment Co LLCCOM119,061—Sep 30, 2026Oct 22, 2026
Semus Wealth Partners LLCCOM135,380—Sep 30, 2026Oct 22, 2026
Foundation Wealth Management, LLCCOM13,794—Sep 30, 2026Oct 22, 2026
Meiji Yasuda America IncCOM169,668—Sep 30, 2026Oct 22, 2026
True North Advisors, LLCCOM319,401—Sep 30, 2026Oct 22, 2026
BUILDER INVESTMENT GROUP INC /ADVCOM10,440—Sep 30, 2026Oct 22, 2026
Shade Tree Advisors LLCCOM6,496—Sep 30, 2026Oct 22, 2026
PARNASSUS INVESTMENTS, LLCCOM3,422,925—Sep 30, 2026Oct 22, 2026
MCCARTER PRIVATE WEALTH SERVICES LLCCOM6,288—Sep 30, 2026Oct 22, 2026
MCCARTER PRIVATE WEALTH SERVICES LLCCOM980—Sep 30, 2026Oct 22, 2026
MCCARTER PRIVATE WEALTH SERVICES LLCCOM7,285—Sep 30, 2026Oct 22, 2026
WEDBUSH SECURITIES INCCOM932,334—Sep 30, 2026Oct 22, 2026
Kennebec Savings BankCOM31,217—Sep 30, 2026Oct 22, 2026
Family Capital Trust CoCOMMON STOCK41,355—Sep 30, 2026Oct 22, 2026
FARMERS & MERCHANTS INVESTMENTS INCCOM447,517—Sep 30, 2026Oct 22, 2026
NORTHSTAR ASSET MANAGEMENT CoCOM150,789—Sep 30, 2026Oct 22, 2026
HANSEATIC MANAGEMENT SERVICES INCCommon5,833—Sep 30, 2026Oct 22, 2026
FIRST UNITED BANK & TRUSTCOM23,564—Sep 30, 2026Oct 22, 2026
FIRST UNITED BANK & TRUSTCOM9,890—Sep 30, 2026Oct 22, 2026
E. Ohman J:or Asset Management ABCOM834,903—Sep 30, 2026Oct 22, 2026
PARTHENON LLCCOM125,595—Sep 30, 2026Oct 22, 2026
SMITH CHAS P & ASSOCIATES PA CPASCOM368,273—Sep 30, 2026Oct 22, 2026
WASHINGTON TRUST CoEquities146—Sep 30, 2026Oct 22, 2026
WASHINGTON TRUST CoEquities12,461—Sep 30, 2026Oct 22, 2026
WASHINGTON TRUST CoEquities300—Sep 30, 2026Oct 22, 2026
WASHINGTON TRUST CoEquities511,326—Sep 30, 2026Oct 22, 2026
HOWLAND CAPITAL MANAGEMENT LLCCOM512,713—Sep 30, 2026Oct 22, 2026
TOTAL INVESTMENT MANAGEMENT INCCOM30,295—Sep 30, 2026Oct 22, 2026
CAPITAL CITY TRUST CO/FLCOM6,808—Sep 30, 2026Oct 22, 2026
CAPITAL CITY TRUST CO/FLCOM76,372—Sep 30, 2026Oct 22, 2026
Capital Investment Advisors, LLCCOM490,862—Sep 30, 2026Oct 22, 2026
Brookstone Capital ManagementCOM595,439—Sep 30, 2026Oct 22, 2026
AMF Tjanstepension ABCOM3,191,341—Sep 30, 2026Oct 22, 2026
DILLON & ASSOCIATES INCAAPL248,438—Sep 30, 2026Oct 22, 2026
HARBOR CAPITAL ADVISORS, INC.COM87,932—Sep 30, 2026Oct 22, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NECOM2,500—Sep 30, 2026Oct 22, 2026
FINANCIAL COUNSELORS INCCOM2,169—Sep 30, 2026Oct 22, 2026
CADINHA & CO LLCCOM58,917—Sep 30, 2026Oct 22, 2026
OLD SECOND NATIONAL BANK OF AURORACom2,197—Sep 30, 2026Oct 22, 2026
OLD SECOND NATIONAL BANK OF AURORACom47,319—Sep 30, 2026Oct 22, 2026
BARRETT & COMPANY, INC.COM29,049—Sep 30, 2026Oct 22, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INCCOMMON STOCKS286,615—Sep 30, 2026Oct 22, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADVCOM19,567—Sep 30, 2026Oct 22, 2026
JAMES INVESTMENT RESEARCH, INC.COM106,860—Sep 30, 2026Oct 22, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEMCOM10,836,904—Sep 30, 2026Oct 22, 2026
BARINGS LLCCOM18,272—Sep 30, 2026Oct 22, 2026
McCarley & Cook Financial PlannersStock1,602—Sep 30, 2026Oct 21, 2026
McCarley & Cook Financial PlannersStock1,566—Jun 30, 2026Oct 21, 2026
McCarley & Cook Financial PlannersStock1,566—Mar 31, 2026Oct 21, 2026
McCarley & Cook Financial PlannersStock1,566—Dec 31, 2025Oct 21, 2026
Wavvest Wealth LLCStock4,891—Sep 30, 2026Oct 21, 2026
Kachkovsky & Fisher, Inc.COM12,609—Sep 30, 2026Oct 21, 2026

Insider transactions · 3/4/5

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
Borders BenRestricted Stock Unit370M · otherOct 15, 2026Oct 19, 2026
Borders BenRestricted Stock Unit474M · otherOct 15, 2026Oct 19, 2026
Borders BenRestricted Stock Unit540M · otherOct 15, 2026Oct 19, 2026
Borders BenCommon Stock40S · saleOct 16, 2026Oct 19, 2026
Borders BenCommon Stock40S · saleOct 16, 2026Oct 19, 2026
Borders BenCommon Stock969S · saleOct 16, 2026Oct 19, 2026
Borders BenCommon Stock80S · saleOct 16, 2026Oct 19, 2026
Borders BenCommon Stock151S · saleOct 16, 2026Oct 19, 2026
Borders BenRestricted Stock Unit330M · otherOct 15, 2026Oct 19, 2026
Borders BenCommon Stock883F · otherOct 15, 2026Oct 19, 2026
Borders BenCommon Stock1,714M · otherOct 15, 2026Oct 19, 2026
Parekh KevanRestricted Stock Unit5,110M · otherOct 15, 2026Oct 19, 2026
Parekh KevanRestricted Stock Unit5,816M · otherOct 15, 2026Oct 19, 2026
Parekh KevanCommon Stock40S · saleOct 16, 2026Oct 19, 2026
Parekh KevanCommon Stock80S · saleOct 16, 2026Oct 19, 2026
Parekh KevanCommon Stock880S · saleOct 16, 2026Oct 19, 2026
Parekh KevanCommon Stock192S · saleOct 16, 2026Oct 19, 2026
Parekh KevanCommon Stock200S · saleOct 16, 2026Oct 19, 2026
Parekh KevanCommon Stock5,361F · otherOct 15, 2026Oct 19, 2026
Parekh KevanCommon Stock10,926M · otherOct 15, 2026Oct 19, 2026
Newstead JenniferCommon Stock2,399S · saleOct 13, 2026Oct 15, 2026
Newstead JenniferCommon Stock2,399S · saleOct 6, 2026Oct 8, 2026
COOK TIMOTHY DRestricted Stock Unit374,541M · otherOct 1, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock26,325G · otherOct 2, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock40,879S · saleOct 2, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock88,239S · saleOct 2, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock39,492S · saleOct 2, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock23,143S · saleOct 2, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock199,038F · otherOct 1, 2026Oct 5, 2026
COOK TIMOTHY DCommon Stock374,541M · otherOct 1, 2026Oct 5, 2026
O'BRIEN DEIRDRERestricted Stock Unit99,878M · otherOct 1, 2026Oct 5, 2026
O'BRIEN DEIRDRECommon Stock5,625S · saleOct 2, 2026Oct 5, 2026
O'BRIEN DEIRDRECommon Stock40,764S · saleOct 2, 2026Oct 5, 2026
O'BRIEN DEIRDRECommon Stock53,489F · otherOct 1, 2026Oct 5, 2026
O'BRIEN DEIRDRECommon Stock99,878M · otherOct 1, 2026Oct 5, 2026
Ternus JohnRestricted Stock Unit99,878M · otherOct 1, 2026Oct 5, 2026
Ternus JohnCommon Stock3,754S · saleOct 2, 2026Oct 5, 2026
Ternus JohnCommon Stock12,746S · saleOct 2, 2026Oct 5, 2026
Ternus JohnCommon Stock5,348S · saleOct 2, 2026Oct 5, 2026
Ternus JohnCommon Stock3,564S · saleOct 2, 2026Oct 5, 2026
Ternus JohnCommon Stock49,054F · otherOct 1, 2026Oct 5, 2026
Ternus JohnCommon Stock99,878M · otherOct 1, 2026Oct 5, 2026
Khan SabihRestricted Stock Unit99,878M · otherOct 1, 2026Oct 5, 2026
Khan SabihCommon Stock31,632—Oct 1, 2026Oct 5, 2026
Khan SabihCommon Stock52,854F · otherOct 1, 2026Oct 5, 2026
Khan SabihCommon Stock99,878M · otherOct 1, 2026Oct 5, 2026
Newstead JenniferCommon Stock2,399S · saleSep 29, 2026Oct 1, 2026
Khan SabihRestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
Khan SabihRestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
Newstead JenniferRestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
Newstead JenniferRestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
O'BRIEN DEIRDRERestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
O'BRIEN DEIRDRERestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
Parekh KevanRestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
Parekh KevanRestricted Stock Unit47,645A · otherSep 27, 2026Sep 29, 2026
Ternus JohnRestricted Stock Unit120,943A · otherSep 27, 2026Sep 29, 2026
Ternus JohnRestricted Stock Unit40,315A · otherSep 27, 2026Sep 29, 2026
COOK TIMOTHY DRestricted Stock Unit65,969A · otherSep 27, 2026Sep 29, 2026
COOK TIMOTHY DRestricted Stock Unit65,969A · otherSep 27, 2026Sep 29, 2026
Newstead JenniferCommon Stock2,399S · saleSep 22, 2026Sep 24, 2026
Newstead JenniferRestricted Stock Unit30,104M · otherSep 15, 2026Sep 17, 2026
Newstead JenniferCommon Stock16,228F · otherSep 15, 2026Sep 17, 2026
Newstead JenniferCommon Stock30,104M · otherSep 15, 2026Sep 17, 2026
Newstead JenniferCommon Stock1,438S · saleSep 15, 2026Sep 17, 2026
Newstead JenniferCommon Stock1,438S · saleSep 8, 2026Sep 10, 2026
Newstead JenniferCommon Stock1,439S · saleSep 1, 2026Sep 3, 2026
Ternus JohnRestricted Stock Unit7,690A · otherSep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnRestricted Stock Unit——Sep 1, 2026Sep 1, 2026
Ternus JohnCommon Stock34,155—Sep 1, 2026Sep 1, 2026
Newstead JenniferCommon Stock1,439S · saleAug 25, 2026Aug 27, 2026
Newstead JenniferCommon Stock1,439S · saleAug 18, 2026Aug 20, 2026
Newstead JenniferCommon Stock1,439S · saleAug 11, 2026Aug 13, 2026
Newstead JenniferRestricted Stock Unit30,104M · otherJun 15, 2026Jun 17, 2026
Newstead JenniferCommon Stock16,238F · otherJun 15, 2026Jun 17, 2026
Newstead JenniferCommon Stock30,104M · otherJun 15, 2026Jun 17, 2026
Borders BenRestricted Stock Unit240M · otherJun 15, 2026Jun 17, 2026
Borders BenCommon Stock116S · saleJun 16, 2026Jun 17, 2026
Borders BenCommon Stock124F · otherJun 15, 2026Jun 17, 2026
Borders BenCommon Stock240M · otherJun 15, 2026Jun 17, 2026
LEVINSON ARTHUR DCommon Stock56,000—May 27, 2026May 29, 2026
LEVINSON ARTHUR DCommon Stock65,000G · otherMay 27, 2026May 29, 2026
LEVINSON ARTHUR DCommon Stock50,000S · saleMay 27, 2026May 29, 2026
Borders BenCommon Stock1,274S · saleMay 8, 2026May 12, 2026
LEVINSON ARTHUR DCommon Stock56,000—May 6, 2026May 8, 2026
LEVINSON ARTHUR DCommon Stock5,000G · otherMay 6, 2026May 8, 2026
LEVINSON ARTHUR DCommon Stock100,473S · saleMay 6, 2026May 8, 2026
LEVINSON ARTHUR DCommon Stock149,527S · saleMay 6, 2026May 8, 2026
Parekh KevanCommon Stock1,534S · saleApr 23, 2026Apr 27, 2026
Borders BenRestricted Stock Unit331M · otherApr 15, 2026Apr 17, 2026
Borders BenRestricted Stock Unit371M · otherApr 15, 2026Apr 17, 2026
Borders BenRestricted Stock Unit475M · otherApr 15, 2026Apr 17, 2026
Borders BenRestricted Stock Unit540M · otherApr 15, 2026Apr 17, 2026
Borders BenCommon Stock892F · otherApr 15, 2026Apr 17, 2026
Borders BenCommon Stock1,717M · otherApr 15, 2026Apr 17, 2026
Parekh KevanRestricted Stock Unit5,111M · otherApr 15, 2026Apr 17, 2026
Parekh KevanRestricted Stock Unit5,817M · otherApr 15, 2026Apr 17, 2026
Parekh KevanCommon Stock4,793F · otherApr 15, 2026Apr 17, 2026
Parekh KevanCommon Stock10,928M · otherApr 15, 2026Apr 17, 2026
O'BRIEN DEIRDRERestricted Stock Unit19,470M · otherApr 1, 2026Apr 3, 2026
O'BRIEN DEIRDRERestricted Stock Unit22,159M · otherApr 1, 2026Apr 3, 2026
O'BRIEN DEIRDRERestricted Stock Unit22,688M · otherApr 1, 2026Apr 3, 2026
O'BRIEN DEIRDRECommon Stock9,664S · saleApr 2, 2026Apr 3, 2026
O'BRIEN DEIRDRECommon Stock20,338S · saleApr 2, 2026Apr 3, 2026
O'BRIEN DEIRDRECommon Stock34,315F · otherApr 1, 2026Apr 3, 2026
O'BRIEN DEIRDRECommon Stock64,317M · otherApr 1, 2026Apr 3, 2026
Khan SabihRestricted Stock Unit19,470M · otherApr 1, 2026Apr 3, 2026
Khan SabihRestricted Stock Unit22,159M · otherApr 1, 2026Apr 3, 2026
Khan SabihRestricted Stock Unit22,688M · otherApr 1, 2026Apr 3, 2026
Khan SabihCommon Stock31,632—Apr 1, 2026Apr 3, 2026
Khan SabihCommon Stock33,317F · otherApr 1, 2026Apr 3, 2026
Khan SabihCommon Stock64,317M · otherApr 1, 2026Apr 3, 2026
COOK TIMOTHY DRestricted Stock Unit22,159M · otherApr 1, 2026Apr 3, 2026
COOK TIMOTHY DRestricted Stock Unit85,080M · otherApr 1, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock4,566S · saleApr 2, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock28,188S · saleApr 2, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock16,083S · saleApr 2, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock1,878S · saleApr 2, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock9,147S · saleApr 2, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock5,087S · saleApr 2, 2026Apr 3, 2026
COOK TIMOTHY DRestricted Stock Unit24,337M · otherApr 1, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock66,627F · otherApr 1, 2026Apr 3, 2026
COOK TIMOTHY DCommon Stock131,576M · otherApr 1, 2026Apr 3, 2026
Newstead JenniferRestricted Stock Unit60,208M · otherMar 15, 2026Mar 17, 2026
Newstead JenniferCommon Stock32,528F · otherMar 15, 2026Mar 17, 2026
Newstead JenniferCommon Stock60,208M · otherMar 15, 2026Mar 17, 2026
Newstead JenniferRestricted Stock Unit——Mar 1, 2026Mar 6, 2026
Newstead JenniferRestricted Stock Unit——Mar 1, 2026Mar 6, 2026
Austin Wanda MRestricted Stock Unit1,139A · otherFeb 24, 2026Feb 26, 2026
Gorsky AlexRestricted Stock Unit1,139A · otherFeb 24, 2026Feb 26, 2026
SUGAR RONALD DRestricted Stock Unit1,139A · otherFeb 24, 2026Feb 26, 2026
LEVINSON ARTHUR DRestricted Stock Unit1,011A · otherFeb 24, 2026Feb 26, 2026
LEVINSON ARTHUR DCommon Stock56,000—Feb 24, 2026Feb 26, 2026
LEVINSON ARTHUR DCommon Stock1,113G · otherFeb 26, 2026Feb 26, 2026
LOZANO MONICA CRestricted Stock Unit1,139A · otherFeb 24, 2026Feb 26, 2026
WAGNER SUSANRestricted Stock Unit1,139A · otherFeb 24, 2026Feb 26, 2026
JUNG ANDREARestricted Stock Unit1,139A · otherFeb 24, 2026Feb 26, 2026
Austin Wanda MRestricted Stock Unit1,255M · otherFeb 1, 2026Feb 3, 2026
Austin Wanda MCommon Stock1,255M · otherFeb 1, 2026Feb 3, 2026
Gorsky AlexRestricted Stock Unit1,255M · otherFeb 1, 2026Feb 3, 2026
Gorsky AlexCommon Stock1,255M · otherFeb 1, 2026Feb 3, 2026
SUGAR RONALD DRestricted Stock Unit1,255M · otherFeb 1, 2026Feb 3, 2026
SUGAR RONALD DCommon Stock1,255M · otherFeb 1, 2026Feb 3, 2026
LEVINSON ARTHUR DRestricted Stock Unit1,113M · otherFeb 1, 2026Feb 3, 2026
LEVINSON ARTHUR DCommon Stock56,000—Feb 1, 2026Feb 3, 2026
LEVINSON ARTHUR DCommon Stock1,113M · otherFeb 1, 2026Feb 3, 2026
LOZANO MONICA CRestricted Stock Unit1,255M · otherFeb 1, 2026Feb 3, 2026
LOZANO MONICA CCommon Stock1,255M · otherFeb 1, 2026Feb 3, 2026
WAGNER SUSANRestricted Stock Unit1,255M · otherFeb 1, 2026Feb 3, 2026
WAGNER SUSANCommon Stock6,042—Feb 1, 2026Feb 3, 2026
WAGNER SUSANCommon Stock1,255M · otherFeb 1, 2026Feb 3, 2026

How to read these figures

What do these ownership filings represent?

SEC disclosures describe positions or transactions under different reporting rules and dates. An institutional holding is not necessarily a current position, and an insider transaction is not automatically an open-market purchase. Read the filing type, share class and transaction code.

Why is this not a complete ownership pie?

The records do not all refer to the same date or reporting threshold. Adding them can double-count positions. Missing prices or values are left missing, and transaction totals describe only the records covered by the stated period and calculation.

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Valuations are estimates, not investment advice. Figures may use different source dates.