Individual filings, not a live or complete ownership distribution. Amendments are not added together.
| Holder / reporting person | Security | Shares | Ownership | Transaction | As of | Filed |
|---|---|---|---|---|---|---|
| Vanguard Capital Management | Common Stock | 1,099,168,953 | 7.5% | — | Mar 31, 2026 | Apr 29, 2026 |
| The Vanguard Group | Common Stock | 0 | 0% | — | Mar 13, 2026 | Mar 26, 2026 |
| The Vanguard Group | Common Stock | 1,415,826,462 | 9.5% | — | Jun 30, 2025 | Jul 29, 2025 |
| Berkshire Hathaway Specialty Insurance Company | — | 5,524,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| National Indemnity Company of the South | — | 364,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Finial Reinsurance Company | — | 1,804,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Berkshire Hathaway Assurance Corporation | — | 3,764,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Columbia Insurance Company | — | 75,063,916 | 0.5% | — | Dec 31, 2023 | Feb 14, 2024 |
| Government Employees Insurance Company | — | 56,350,988 | 0.4% | — | Dec 31, 2023 | Feb 14, 2024 |
| Central States Indemnity Company of Omaha | — | 692,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| MPP Company, Inc | — | 3,664,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| NRG America Holding Company | — | 960,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| NorGUARD Insurance Company | — | 1,112,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| EastGUARD Insurance Company | — | 228,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Genesis Insurance Company | — | 180,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| General Star National Insurance Company | — | 180,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| General Star Indemnity Company | — | 724,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| General Reinsurance Corporation | — | 19,340,207 | 0.1% | — | Dec 31, 2023 | Feb 14, 2024 |
| General Re Corporation | — | 20,424,207 | 0.1% | — | Dec 31, 2023 | Feb 14, 2024 |
| GEICO Corporation | — | 61,542,988 | 0.4% | — | Dec 31, 2023 | Feb 14, 2024 |
| GEICO Indemnity Insurance Company | — | 5,192,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| PLICO Inc | — | 720,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| United States Liability Insurance Company | — | 1,816,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Radnor Specialty Insurance Company | — | 144,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Mount Vernon Fire Insurance Company | — | 1,816,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Old United Life Insurance Company | — | 296,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Old United Casualty Company | — | 420,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Berkshire Hathaway Life Insurance Company of Nebraska | — | 24,260,000 | 0.1% | — | Dec 31, 2023 | Feb 14, 2024 |
| Princeton Insurance Company | — | 1,080,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| The Medical Protective Company | — | 10,352,000 | 0.1% | — | Dec 31, 2023 | Feb 14, 2024 |
| National Indemnity Company | — | 755,059,877 | 4.8% | — | Dec 31, 2023 | Feb 14, 2024 |
| MedPro Group Inc | — | 12,152,000 | 0.1% | — | Dec 31, 2023 | Feb 14, 2024 |
| Cypress Insurance Company | — | 2,724,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| National Liability & Fire Insurance Company | — | 2,712,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Berkshire Hathaway Direct Insurance Company | — | 216,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Berkshire Hathaway Homestate Insurance Company | — | 3,840,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| AmGUARD Insurance Company | — | 864,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Oak River Insurance Company | — | 1,084,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| National Indemnity Company of Mid America | — | 548,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| Redwood Fire & Casualty Insurance Company | — | 2,676,000 | — | — | Dec 31, 2023 | Feb 14, 2024 |
| National Fire & Marine Insurance Company | — | 47,832,000 | 0.3% | — | Dec 31, 2023 | Feb 14, 2024 |
| Berkshire Hathaway Inc | — | 905,560,000 | 5.8% | — | Dec 31, 2023 | Feb 14, 2024 |
| Warren E. Buffett | — | 905,560,000 | 5.8% | — | Dec 31, 2023 | Feb 14, 2024 |
| The Vanguard Group - 23-1945930 | — | 1,317,966,471 | 8.5% | — | Feb 13, 2024 | Feb 13, 2024 |
| BlackRock, Inc. | Common Stock | 1,043,713,019 | 6.7% | — | Dec 31, 2023 | Feb 12, 2024 |
| Berkshire Hathaway Specialty Insurance Company | — | 5,524,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| National Indemnity Company of the South | — | 364,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Finial Reinsurance Company | — | 1,804,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Berkshire Hathaway Assurance Corporation | — | 5,764,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| British Insurance Company of Cayman | — | 152,225 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Columbia Insurance Company | — | 79,970,309 | 0.5% | — | Dec 31, 2022 | Feb 14, 2023 |
| RSUI Indemnity Company | — | 75,948 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Platte River Insurance Company | — | 678 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Capitol Specialty Insurance Company | — | 332 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Capitol Indemnity Corporation | — | 4,600 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Transatlantic Reinsurance Company | — | 252,298 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Alleghany Corporation | — | 333,856 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Central States Indemnity Company of Omaha | — | 692,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| MPP Company Inc | — | 3,664,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| NRG America Holding Company | — | 960,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Brilliant National Services, Inc | — | 368,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Government Employees Insurance Company | — | 52,658,619 | 0.3% | — | Dec 31, 2022 | Feb 14, 2023 |
| NorGUARD Insurance Company | — | 1,112,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| East Guard Insurance Company | — | 228,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Genesis Insurance Company | — | 180,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| General Star National Insurance Company | — | 180,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| General Star Indemnity Company | — | 724,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| General Reinsurance Corporation | — | 19,340,207 | 0.1% | — | Dec 31, 2022 | Feb 14, 2023 |
| General Re Corporation | — | 20,424,207 | 0.1% | — | Dec 31, 2022 | Feb 14, 2023 |
| GEICO Advantage Insurance Company | — | 3,664,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| GEICO Secure Insurance Company | — | 1,464,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| GEICO Indemnity Insurance Company | — | 5,192,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| GEICO Corporation | — | 65,178,619 | 0.4% | — | Dec 31, 2022 | Feb 14, 2023 |
| GEICO Choice Insurance Company | — | 2,200,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| PLICO Inc | — | 720,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| United States Liability Insurance Company | — | 1,816,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Radnor Specialty Insurance Company | — | 144,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Mount Vernon Fire Insurance Company | — | 1,816,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Old United Life Insurance Company | — | 296,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Old United Casualty Company | — | 420,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Berkshire Hathaway Life Insurance Company of Nebraska | — | 24,260,000 | 0.1% | — | Dec 31, 2022 | Feb 14, 2023 |
| Princeton Insurance Company | — | 1,080,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| The Medical Protective Company | — | 10,352,000 | 0.1% | — | Dec 31, 2022 | Feb 14, 2023 |
| National Indemnity Company | — | 759,667,785 | 4.8% | — | Dec 31, 2022 | Feb 14, 2023 |
| MedPro Group Inc | — | 12,152,000 | 0.1% | — | Dec 31, 2022 | Feb 14, 2023 |
| Cypress Insurance Company | — | 2,724,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| National Liability & Fire Insurance Company | — | 2,712,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Berkshire Hathaway Direct Insurance Company | — | 216,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Berkshire Hathaway Homestate Insurance Company | — | 3,840,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| AmGUARD Insurance Company | — | 864,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Oak River Insurance Company | — | 1,084,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| National Indemnity Company of Mid America | — | 548,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| Redwood Fire & Casualty Insurance Company | — | 2,676,000 | — | — | Dec 31, 2022 | Feb 14, 2023 |
| National Fire & Marine Insurance Company | — | 47,832,000 | 0.3% | — | Dec 31, 2022 | Feb 14, 2023 |
| Berkshire Hathaway Inc | — | 915,560,382 | 5.8% | — | Dec 31, 2022 | Feb 14, 2023 |
| Warren E. Buffett | — | 915,560,382 | 5.8% | — | Dec 31, 2022 | Feb 14, 2023 |
| The Vanguard Group - 23-1945930 | — | 1,278,250,538 | 8% | — | Feb 9, 2023 | Feb 9, 2023 |
| BlackRock, Inc. | Common Stock | 1,029,178,566 | 6.5% | — | Dec 31, 2022 | Feb 7, 2023 |
| The Vanguard Group - 23-1945930 | — | 1,261,261,357 | 7.7% | — | Feb 9, 2022 | Feb 9, 2022 |
| BlackRock, Inc. | Common Stock | 1,019,810,291 | 6.2% | — | Dec 31, 2021 | Feb 1, 2022 |
| Berkshire Hathaway Specialty Insurance Company | — | 5,524,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| National Indemnity Company of the South | — | 364,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Finial Reinsurance Company | — | 1,804,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Berkshire Hathaway Assurance Corporation | — | 5,764,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Columbia Insurance Company | — | 76,091,400 | 0.5% | — | Dec 31, 2020 | Feb 16, 2021 |
| Central States Indenmity Company of Omaha | — | 692,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| MPP Company Inc | — | 3,664,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| NRG America Holding Company | — | 960,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Brilliant National Services, Inc | — | 959,632 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Government Employees Insurance Company | — | 49,022,988 | 0.3% | — | Dec 31, 2020 | Feb 16, 2021 |
| NorGUARD Insurance Company | — | 1,112,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| East Guard Insurance Company | — | 228,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Genesis Insurance Company | — | 180,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| General Star National Insurance Company | — | 180,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| General Star Indemnity Company | — | 724,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| General Reinsurance Corporation | — | 19,340,207 | 0.1% | — | Dec 31, 2020 | Feb 16, 2021 |
| General Re Corporation | — | 20,424,207 | 0.1% | — | Dec 31, 2020 | Feb 16, 2021 |
| GEICO Advantage Insurance Company | — | 3,664,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| GEICO Secure Insurance Company | — | 1,464,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| GEICO Indemnity Insurance Company | — | 5,192,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| GEICO Corporation | — | 61,542,988 | 0.4% | — | Dec 31, 2020 | Feb 16, 2021 |
| GEICO Choice Insurance Company | — | 2,200,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| PLICO Inc | — | 720,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| United States Liability Insurance Company | — | 1,816,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Radnor Specialty Insurance Company | — | 144,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Mount Vernon Fire Insurance Company | — | 1,816,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Old United Life Insurance Company | — | 296,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Old United Casualty Company | — | 420,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Berkshire Hathaway Life Insurance Company of Nebraska | — | 24,260,000 | 0.1% | — | Dec 31, 2020 | Feb 16, 2021 |
| Princeton Insurance Company | — | 1,080,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| The Medical Protective Company | — | 10,352,000 | 0.1% | — | Dec 31, 2020 | Feb 16, 2021 |
| National Indemnity Company | — | 756,032,154 | 4.5% | — | Dec 31, 2020 | Feb 16, 2021 |
| MedPro Group Inc | — | 12,152,000 | 0.1% | — | Dec 31, 2020 | Feb 16, 2021 |
| Cypress Insurance Company | — | 2,724,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| National Liability & Fire Insurance Company | — | 2,712,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Berkshire Hathaway Direct Insurance Company | — | 216,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Berkshire Hathaway Homestate Insurance Company | — | 3,840,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| AmGUARD Insurance Company | — | 864,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Oak River Insurance Company | — | 1,084,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| National Indemnity Company of Mid America | — | 548,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| Redwood Fire & Casualty Insurance Company | — | 2,676,000 | — | — | Dec 31, 2020 | Feb 16, 2021 |
| National Fire & Marine Insurance Company | — | 47,832,000 | 0.3% | — | Dec 31, 2020 | Feb 16, 2021 |
| Berkshire Hathaway Inc | — | 907,559,761 | 5.4% | — | Dec 31, 2020 | Feb 16, 2021 |
| Warren E. Buffett | — | 907,559,761 | 5.4% | — | Dec 31, 2020 | Feb 16, 2021 |
| The Vanguard Group - 23-1945930 | — | 1,255,155,794 | 7.4% | — | Feb 10, 2021 | Feb 10, 2021 |
| BlackRock, Inc. | Common Stock | 1,057,340,486 | 6.2% | — | Dec 31, 2020 | Feb 5, 2021 |
| Berkshire Hathaway Specialty Insurance Company | — | 1,381,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| National Indemnity Company of the South | — | 91,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Finial Reinsurance Company | — | 451,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Berkshire Hathaway Assurance Corporation | — | 1,441,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Columbia Insurance Company | — | 18,615,807 | 0.4% | — | Dec 31, 2019 | Feb 14, 2020 |
| Central States Indenmity Company of Omaha | — | 173,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| MPP Company Inc | — | 916,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| NRG America Holding Company | — | 240,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Brilliant National Services, Inc | — | 310,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| NovGUARD Insurance Company | — | 278,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Government Employees Insurance Company | — | 12,255,747 | 0.3% | — | Dec 31, 2019 | Feb 14, 2020 |
| East Guard Insurance Company | — | 72,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Genesis Insurance Company | — | 45,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| General Star National Insurance Company | — | 45,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| General Star Indemnity Company | — | 181,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| General Re Life Corporation | — | 1,172,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| General Reinsurance Corporation | — | 5,711,000 | 0.1% | — | Dec 31, 2019 | Feb 14, 2020 |
| General Re Corporation | — | 5,711,000 | 0.1% | — | Dec 31, 2019 | Feb 14, 2020 |
| GEICO Advantage Insurance Company | — | 916,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| GEICO Secure Insurance Company | — | 366,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| GEICO Indemnity Insurance Company | — | 1,298,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| GEICO Corporation | — | 15,385,747 | 0.3% | — | Dec 31, 2019 | Feb 14, 2020 |
| GEICO Choice Insurance Company | — | 550,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| PLICO Inc | — | 180,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| United States Liability Insurance Company | — | 454,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Radnor Specialty Insurance Company | — | 36,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Mount Vernon Fire Insurance Company | — | 454,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Old United Life Insurance Company | — | 74,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Old United Casualty Company | — | 105,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Berkshire Hathaway Life Insurance Company of Nebraska | — | 6,065,000 | 0.1% | — | Dec 31, 2019 | Feb 14, 2020 |
| Princeton Insurance Company | — | 270,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| The Medical Protective Company | — | 2,588,000 | 0.1% | — | Dec 31, 2019 | Feb 14, 2020 |
| National Indemnity Company | — | 209,532,759 | 4.7% | — | Dec 31, 2019 | Feb 14, 2020 |
| MedPro Group Inc | — | 3,038,000 | 0.1% | — | Dec 31, 2019 | Feb 14, 2020 |
| Cypress Insurance Company | — | 681,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| National Liability & Fire Insurance Company | — | 678,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Berkshire Hathaway Direct Insurance Company | — | 54,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Berkshire Hathaway Homestate Insurance Company | — | 960,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| AmGUARD Insurance Company | — | 216,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Oak River Insurance Company | — | 271,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| National Indemnity Company of Mid America | — | 137,000 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| Redwood Fire & Casualty Insurance Company | — | 1,302,224 | — | — | Dec 31, 2019 | Feb 14, 2020 |
| National Fire & Marine Insurance Company | — | 11,958,000 | 0.3% | — | Dec 31, 2019 | Feb 14, 2020 |
| Berkshire Hathaway Inc | — | 250,866,566 | 5.6% | — | Dec 31, 2019 | Feb 14, 2020 |
| Warren E. Buffett | — | 250,866,566 | 5.6% | — | Dec 31, 2019 | Feb 14, 2020 |
| The Vanguard Group - 23-1945930 | — | 329,323,432 | 7.4% | — | Feb 12, 2020 | Feb 12, 2020 |
| BlackRock, Inc. | Common Stock | 277,770,570 | 6.3% | — | Dec 31, 2019 | Feb 10, 2020 |
| Berkshire Hathaway Specialty Insurance Company | — | 1,381,000 | — | — | Dec 31, 2018 | Feb 14, 2019 |
| National Indemnity Company of the South | — | 91,000 | — | — | Dec 31, 2018 | Feb 14, 2019 |
| Finial Reinsurance Company | — | 451,000 | — | — | Dec 31, 2018 | Feb 14, 2019 |
| Berkshire Hathaway Assurance Corporation | — | 1,441,000 | — | — | Dec 31, 2018 | Feb 14, 2019 |
| Columbia Insurance Company | — | 1,909,800 | 0.4% | — | Dec 31, 2018 | Feb 14, 2019 |
| MPP Company Inc | — | 916,000 | — | — | Dec 31, 2018 | Feb 14, 2019 |
| NRG America Holding Company | — | 240,000 | — | — | Dec 31, 2018 | Feb 14, 2019 |
Individual filings, not a live or complete ownership distribution. Amendments are not added together.
| Holder / reporting person | Security | Shares | Transaction | As of | Filed |
|---|---|---|---|---|---|
| Arbor Wealth Management LLC\AZ | STOK | 796 | — | Dec 31, 2025 | Aug 31, 2026 |
| Alternative Investment Advisors, LLC. | COM | 7,129 | — | Jun 30, 2026 | Aug 31, 2026 |
| Cornerstone Financial Management LLC | Stock | 7,544 | — | Jun 30, 2026 | Aug 28, 2026 |
| Cornerstone Financial Management LLC | Stock | 6,987 | — | Mar 31, 2026 | Aug 28, 2026 |
| Cornerstone Financial Management LLC | Stock | 7,481 | — | Dec 31, 2025 | Aug 28, 2026 |
| NWM ADVISORS, LLC | COM | 18,247 | — | Jun 30, 2026 | Aug 28, 2026 |
| Pandowealth. LLC | COM | 1,686 | — | Dec 31, 2025 | Aug 28, 2026 |
| Pandowealth. LLC | COM | 1,135 | — | Mar 31, 2026 | Aug 28, 2026 |
| B. Riley Wealth Advisors, Inc. | COM · Call | 12,914 | — | Mar 31, 2025 | Aug 28, 2026 |
| B. Riley Wealth Advisors, Inc. | COM | 657,520 | — | Mar 31, 2025 | Aug 28, 2026 |
| OPTIMIZE FINANCIAL INC. | COM | 11,824 | — | Jun 30, 2026 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | COM | 1,322,570 | — | Dec 31, 2021 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | COM | 756,993 | — | Dec 31, 2022 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | COM | 15 | — | Jun 30, 2020 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | COM | 452,393 | — | Jun 30, 2020 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | COM | 1,035,850 | — | Jun 30, 2022 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | COM | 1,414,816 | — | Sep 30, 2021 | Aug 27, 2026 |
| Corient Private Wealth LP | COM | 329,079 | — | Jun 30, 2026 | Aug 27, 2026 |
| Corient Private Wealth LP | COM | 9,871,048 | — | Jun 30, 2026 | Aug 27, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | COM | 4,956 | — | Jun 30, 2026 | Aug 27, 2026 |
| Redwood Investment Management, LLC | COM | 28,881 | — | Dec 31, 2024 | Aug 27, 2026 |
| Redwood Investment Management, LLC | COM | 60,302 | — | Mar 31, 2025 | Aug 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | COM | 18,595 | — | Jun 30, 2026 | Aug 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | COM | 17,946 | — | Mar 31, 2026 | Aug 27, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | COM | 53,583 | — | Dec 31, 2025 | Aug 27, 2026 |
| Formuepleje A/S | COM | 77,122 | — | Jun 30, 2026 | Aug 27, 2026 |
| Formuepleje A/S | COM | 132,633 | — | Mar 31, 2024 | Aug 27, 2026 |
| Formuepleje A/S | COM | 233,444 | — | Dec 31, 2023 | Aug 27, 2026 |
| Formuepleje A/S | COM | 268,531 | — | Sep 30, 2023 | Aug 27, 2026 |
| Formuepleje A/S | COM | 268,069 | — | Jun 30, 2023 | Aug 27, 2026 |
| Formuepleje A/S | COM | 306,402 | — | Mar 31, 2023 | Aug 27, 2026 |
| Formuepleje A/S | COM | 271,540 | — | Dec 31, 2022 | Aug 27, 2026 |
| Formuepleje A/S | COM | 137,816 | — | Sep 30, 2022 | Aug 27, 2026 |
| Formuepleje A/S | COM | 3,762 | — | Jun 30, 2021 | Aug 27, 2026 |
| Formuepleje A/S | COM | 2,920 | — | Mar 31, 2021 | Aug 27, 2026 |
| Formuepleje A/S | COM | 1,742 | — | Dec 31, 2020 | Aug 27, 2026 |
| Formuepleje A/S | COM | 1,742 | — | Sep 30, 2020 | Aug 27, 2026 |
| Formuepleje A/S | COM | 614 | — | Jun 30, 2020 | Aug 27, 2026 |
| Formuepleje A/S | COM | 1,115 | — | Dec 31, 2019 | Aug 27, 2026 |
| Formuepleje A/S | COM | 1,214 | — | Sep 30, 2019 | Aug 27, 2026 |
| Formuepleje A/S | COM | 1,048 | — | Jun 30, 2019 | Aug 27, 2026 |
| Formuepleje A/S | COM | 2,058 | — | Mar 31, 2019 | Aug 27, 2026 |
| Formuepleje A/S | COM | 1,848 | — | Dec 31, 2018 | Aug 27, 2026 |
| Formuepleje A/S | COM | 2,110 | — | Sep 30, 2018 | Aug 27, 2026 |
| Formuepleje A/S | COM | 2,300 | — | Jun 30, 2018 | Aug 27, 2026 |
| Formuepleje A/S | COM | 2,600 | — | Mar 31, 2018 | Aug 27, 2026 |
| Wellington Grp LLC | COM | 22,837 | — | Jun 30, 2026 | Aug 26, 2026 |
| Reflection Asset Management | COM | 54,029 | — | Mar 31, 2026 | Aug 26, 2026 |
| Legacy Edge Advisors, LLC | COM | 39,412 | — | Sep 30, 2025 | Aug 26, 2026 |
| HORAN Wealth, LLC | COM | 103,493 | — | Jun 30, 2026 | Aug 26, 2026 |
| Principia Wealth Advisory, LLC | Stock | 3,355 | — | Jun 30, 2026 | Aug 26, 2026 |
| Principia Wealth Advisory, LLC | Stock | 2,974 | — | Mar 31, 2026 | Aug 26, 2026 |
| Brown Financial Advisors | COM | 20,104 | — | Jun 30, 2026 | Aug 26, 2026 |
| Schulz Wealth, LTD. | COM | 3,538 | — | Jun 30, 2026 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 513,952 | — | Mar 31, 2024 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 533,254 | — | Mar 31, 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 916,186 | — | Sep 30, 2022 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 1,733,550 | — | Dec 31, 2020 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 1,201,067 | — | Mar 31, 2022 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 606,147 | — | Jun 30, 2023 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 557,281 | — | Sep 30, 2023 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 669,818 | — | Mar 31, 2023 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 1,650,107 | — | Mar 31, 2021 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 1,503,946 | — | Jun 30, 2021 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 1,792,316 | — | Sep 30, 2020 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 537,387 | — | Sep 30, 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | COM | 514,720 | — | Dec 31, 2023 | Aug 26, 2026 |
| WILLIAM JOHN SEMPOLINSKI | COM | 76,784 | — | Mar 31, 2026 | Aug 26, 2026 |
| WILLIAM JOHN SEMPOLINSKI | COM | 72,695 | — | Dec 31, 2025 | Aug 26, 2026 |
| Dakota Wealth Management | COM | 579,952 | — | Sep 30, 2025 | Aug 26, 2026 |
| Dakota Wealth Management | COM | 641,622 | — | Dec 31, 2025 | Aug 26, 2026 |
| Dakota Wealth Management | COM | 614,281 | — | Mar 31, 2026 | Aug 26, 2026 |
| Redwood Investment Management, LLC | COM | 48,056 | — | Jun 30, 2025 | Aug 26, 2026 |
| Redwood Investment Management, LLC | COM | 42,032 | — | Sep 30, 2025 | Aug 26, 2026 |
| Redwood Investment Management, LLC | COM | 53,335 | — | Dec 31, 2025 | Aug 26, 2026 |
| Giverny Capital Inc. | COM | 12,995 | — | Jun 30, 2026 | Aug 26, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | COM | 49,674 | — | Mar 31, 2026 | Aug 26, 2026 |
| Advus Financial Partners, LLC | COM | 24,746 | — | Jun 30, 2026 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 29,371 | — | Mar 31, 2026 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 34,399 | — | Dec 31, 2025 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 36,963 | — | Sep 30, 2025 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 37,781 | — | Jun 30, 2025 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 40,124 | — | Mar 31, 2025 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 42,624 | — | Dec 31, 2024 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 41,437 | — | Sep 30, 2024 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 41,604 | — | Jun 30, 2024 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 41,815 | — | Mar 31, 2024 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 42,606 | — | Dec 31, 2023 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 43,109 | — | Sep 30, 2023 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 31,740 | — | Jun 30, 2023 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 41,916 | — | Mar 31, 2023 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 40,230 | — | Dec 31, 2022 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 42,010 | — | Sep 30, 2022 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 29,737 | — | Jun 30, 2022 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 29,533 | — | Mar 31, 2022 | Aug 25, 2026 |
| Advus Financial Partners, LLC | COM | 26,356 | — | Sep 30, 2021 | Aug 25, 2026 |
| Groupe la Francaise | COM | 1,094,307 | — | Jun 30, 2026 | Aug 25, 2026 |
| Groupe la Francaise | COM | 145,438 | — | Jun 30, 2026 | Aug 25, 2026 |
| Advisors Asset Management, Inc. | COM | 15 | — | Dec 31, 2019 | Aug 25, 2026 |
| Advisors Asset Management, Inc. | COM | 432,679 | — | Dec 31, 2019 | Aug 25, 2026 |
| January Capital Advisors LLC | COM | 1,545 | — | Jun 30, 2026 | Aug 25, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | COM | 18,744 | — | Dec 31, 2025 | Aug 25, 2026 |
| Financial Insights, Inc. | COM | 49,296 | — | Jun 30, 2026 | Aug 25, 2026 |
| Kirkwood Financial Services | COM | 7,988 | — | Jun 30, 2026 | Aug 25, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | COM | 24,509 | — | Jun 30, 2026 | Aug 25, 2026 |
| Kingsbury Capital Investment Advisors LLC | COM | 29,059 | — | Mar 31, 2026 | Aug 25, 2026 |
| Kingsbury Capital Investment Advisors LLC | COM | 26,882 | — | Jun 30, 2026 | Aug 25, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | COM | 963,952 | — | Mar 31, 2026 | Aug 25, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | COM | 3,245,235 | — | Jun 30, 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | COM | 9,143 | — | Jun 30, 2026 | Aug 24, 2026 |
| CARLSON FINANCIAL, INC. | COM | 13,386 | — | Jun 30, 2026 | Aug 24, 2026 |
| CARLSON FINANCIAL, INC. | COM | 13,288 | — | Mar 31, 2026 | Aug 24, 2026 |
| CARLSON FINANCIAL, INC. | COM | 13,525 | — | Dec 31, 2025 | Aug 24, 2026 |
| Advisors Asset Management, Inc. | COM | 528,610 | — | Jun 30, 2025 | Aug 24, 2026 |
| Vancity Investment Management Ltd | COM | 138,312 | — | Jun 30, 2026 | Aug 24, 2026 |
| CYBER HORNET ETFs LLC | COM | 39,998 | — | Jun 30, 2026 | Aug 24, 2026 |
| Strategic Financial Services, Inc. | COM | 63,958 | — | Jun 30, 2026 | Aug 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 22,278,223 | — | Jun 30, 2026 | Aug 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 6,446,426,607 | — | Jun 30, 2026 | Aug 24, 2026 |
| Envision Financial Transparency, LLC | COM | 4,683 | — | Jun 30, 2026 | Aug 21, 2026 |
| Bernard Wealth Management Corp. | COM | 83,448 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kings Path Partners LLC | COM | 1,352 | — | Mar 31, 2026 | Aug 21, 2026 |
| Advisors Asset Management, Inc. | COM | 523,193 | — | Sep 30, 2024 | Aug 21, 2026 |
| Advisors Asset Management, Inc. | COM | 525,779 | — | Jun 30, 2024 | Aug 21, 2026 |
| Advisors Asset Management, Inc. | COM | 534,397 | — | Dec 31, 2024 | Aug 21, 2026 |
| Advisors Asset Management, Inc. | COM | 547,716 | — | Dec 31, 2025 | Aug 21, 2026 |
| Advisors Asset Management, Inc. | COM | 434,872 | — | Mar 31, 2020 | Aug 21, 2026 |
| Delaney Dennis R | COM | 170 | — | Jun 30, 2026 | Aug 21, 2026 |
| Delaney Dennis R | COM | 1,250 | — | Jun 30, 2026 | Aug 21, 2026 |
| Delaney Dennis R | COM | 286 | — | Jun 30, 2026 | Aug 21, 2026 |
| Delaney Dennis R | COM | 19,974 | — | Jun 30, 2026 | Aug 21, 2026 |
| Delaney Dennis R | COM | 27,905 | — | Jun 30, 2026 | Aug 21, 2026 |
| Delaney Dennis R | COM | 9,402 | — | Jun 30, 2026 | Aug 21, 2026 |
| Assenagon Asset Management S.A. | COM | 15,411,716 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 600 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 60 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 2,460 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 85,971 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 27,171 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 4,929 | — | Jun 30, 2026 | Aug 21, 2026 |
| Kidder Stephen W | COM | 15,219 | — | Jun 30, 2026 | Aug 21, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | COM | 97,665 | — | Jun 30, 2026 | Aug 21, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | COM | 2,895 | — | Jun 30, 2026 | Aug 21, 2026 |
| ATX Financial Planning, LLC | COM | 5,788 | — | Jun 30, 2026 | Aug 20, 2026 |
| Ridgepath Capital Management LLC | COM | 8,097 | — | Jun 30, 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, LLC | COM | 10,974 | — | Jun 30, 2026 | Aug 20, 2026 |
| Pandowealth. LLC | COM | 1,065 | — | Jun 30, 2026 | Aug 20, 2026 |
| Layline Advisors, LLC | COM | 2,541 | — | Jun 30, 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | COM | 612,571 | — | Jun 30, 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | COM | 212,153 | — | Jun 30, 2026 | Aug 20, 2026 |
| Jackson Wealth Management, LLC | AAPL | 15,419 | — | Jun 30, 2026 | Aug 20, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM · Put | 700 | — | Jun 30, 2026 | Aug 20, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM · Put | 700 | — | Jun 30, 2026 | Aug 20, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 637,332 | — | Jun 30, 2026 | Aug 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | Stock | 14,002 | — | Jun 30, 2026 | Aug 20, 2026 |
| IKE Capital, LLC | COM | 18,403 | — | Dec 31, 2025 | Aug 19, 2026 |
| Bullock Wealth Management Group | Stock | 12,782 | — | Jun 30, 2026 | Aug 19, 2026 |
| Custos Family Office, LLC | COM | 17,937 | — | Mar 31, 2026 | Aug 19, 2026 |
| Custos Family Office, LLC | COM | 17,514 | — | Jun 30, 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, LLC | Common | 33,268 | — | Jun 30, 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, LLC | COM | 6,899 | — | Jun 30, 2026 | Aug 19, 2026 |
| Financial Avengers, Inc. | COMMON STOCK | 84,154 | — | Jun 30, 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, LLC | COM | 592,616 | — | Jun 30, 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | COM | 44,332 | — | Jun 30, 2026 | Aug 19, 2026 |
| SPX Gestao de Recursos Ltda | COM | 7,800 | — | Jun 30, 2026 | Aug 19, 2026 |
| Sustainable Insight Capital Management, LLC | COM | 84,508 | — | Jun 30, 2026 | Aug 19, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | COM | 2,803 | — | Jun 30, 2026 | Aug 19, 2026 |
| Prosperitas Financial LLC | COM | 50,652 | — | Jun 30, 2026 | Aug 19, 2026 |
| Prosperitas Financial LLC | COM | 4 | — | Jun 30, 2026 | Aug 19, 2026 |
| Archer Investment Corp | COM | 28,826 | — | Jun 30, 2026 | Aug 19, 2026 |
| CANTOR FITZGERALD, L. P. | COM | 21,984 | — | Jun 30, 2026 | Aug 19, 2026 |
| STOCK YARDS BANK & TRUST CO | COMMON STOCK | 72,220 | — | Jun 30, 2026 | Aug 19, 2026 |
| STOCK YARDS BANK & TRUST CO | COMMON STOCK | 440,768 | — | Jun 30, 2026 | Aug 19, 2026 |
| Field & Main Bank | Com | 2,922 | — | Jun 30, 2026 | Aug 19, 2026 |
| Field & Main Bank | Com | 72,767 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 2,600 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 7,700 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 7,900 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 3,000 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Call | 100 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 5,600 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 7,000 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Call | 100 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 5,200 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 1,100 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 6,100 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 4,500 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 3,300 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Call | 100 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM · Put | 1,400 | — | Jun 30, 2026 | Aug 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | COM | 6,988,551 | — | Jun 30, 2026 | Aug 19, 2026 |
| Madrid Financial Services | COM | 1,080 | — | Jun 30, 2025 | Aug 18, 2026 |
| Sankala Group LLC | Equity | 4,802 | — | Jun 30, 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, LLC | COM | 2,155,331 | — | Jun 30, 2026 | Aug 18, 2026 |
| Henson-Edgewater Management, LLC | COM | 81,809 | — | Jun 30, 2026 | Aug 18, 2026 |
| Copia Wealth Management | Stock | 5,730 | — | Jun 30, 2026 | Aug 18, 2026 |
| Advisors Asset Management, Inc. | COM | 15 | — | Mar 31, 2019 | Aug 18, 2026 |
| Advisors Asset Management, Inc. | COM | 425,768 | — | Mar 31, 2019 | Aug 18, 2026 |
| Advisors Asset Management, Inc. | COM | 15 | — | Sep 30, 2019 | Aug 18, 2026 |
| Advisors Asset Management, Inc. | COM | 439,570 | — | Sep 30, 2019 | Aug 18, 2026 |
Individual filings, not a live or complete ownership distribution. Amendments are not added together.
| Holder / reporting person | Security | Shares | Transaction | As of | Filed |
|---|---|---|---|---|---|
| Borders Ben | Restricted Stock Unit | 370 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Borders Ben | Restricted Stock Unit | 474 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Borders Ben | Restricted Stock Unit | 540 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 40 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 40 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 969 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 80 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 151 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Borders Ben | Restricted Stock Unit | 330 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 883 | F · other | Oct 15, 2026 | Oct 19, 2026 |
| Borders Ben | Common Stock | 1,714 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Parekh Kevan | Restricted Stock Unit | 5,110 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Parekh Kevan | Restricted Stock Unit | 5,816 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 40 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 80 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 880 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 192 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 200 | S · sale | Oct 16, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 5,361 | F · other | Oct 15, 2026 | Oct 19, 2026 |
| Parekh Kevan | Common Stock | 10,926 | M · other | Oct 15, 2026 | Oct 19, 2026 |
| Newstead Jennifer | Common Stock | 2,399 | S · sale | Oct 13, 2026 | Oct 15, 2026 |
| Newstead Jennifer | Common Stock | 2,399 | S · sale | Oct 6, 2026 | Oct 8, 2026 |
| COOK TIMOTHY D | Restricted Stock Unit | 374,541 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 26,325 | G · other | Oct 2, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 40,879 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 88,239 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 39,492 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 23,143 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 199,038 | F · other | Oct 1, 2026 | Oct 5, 2026 |
| COOK TIMOTHY D | Common Stock | 374,541 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| O'BRIEN DEIRDRE | Restricted Stock Unit | 99,878 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 5,625 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 40,764 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 53,489 | F · other | Oct 1, 2026 | Oct 5, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 99,878 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| Ternus John | Restricted Stock Unit | 99,878 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| Ternus John | Common Stock | 3,754 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| Ternus John | Common Stock | 12,746 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| Ternus John | Common Stock | 5,348 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| Ternus John | Common Stock | 3,564 | S · sale | Oct 2, 2026 | Oct 5, 2026 |
| Ternus John | Common Stock | 49,054 | F · other | Oct 1, 2026 | Oct 5, 2026 |
| Ternus John | Common Stock | 99,878 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| Khan Sabih | Restricted Stock Unit | 99,878 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| Khan Sabih | Common Stock | 31,632 | — | Oct 1, 2026 | Oct 5, 2026 |
| Khan Sabih | Common Stock | 52,854 | F · other | Oct 1, 2026 | Oct 5, 2026 |
| Khan Sabih | Common Stock | 99,878 | M · other | Oct 1, 2026 | Oct 5, 2026 |
| Newstead Jennifer | Common Stock | 2,399 | S · sale | Sep 29, 2026 | Oct 1, 2026 |
| Khan Sabih | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Khan Sabih | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Newstead Jennifer | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Newstead Jennifer | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| O'BRIEN DEIRDRE | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| O'BRIEN DEIRDRE | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Parekh Kevan | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Parekh Kevan | Restricted Stock Unit | 47,645 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Ternus John | Restricted Stock Unit | 120,943 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Ternus John | Restricted Stock Unit | 40,315 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| COOK TIMOTHY D | Restricted Stock Unit | 65,969 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| COOK TIMOTHY D | Restricted Stock Unit | 65,969 | A · other | Sep 27, 2026 | Sep 29, 2026 |
| Newstead Jennifer | Common Stock | 2,399 | S · sale | Sep 22, 2026 | Sep 24, 2026 |
| Newstead Jennifer | Restricted Stock Unit | 30,104 | M · other | Sep 15, 2026 | Sep 17, 2026 |
| Newstead Jennifer | Common Stock | 16,228 | F · other | Sep 15, 2026 | Sep 17, 2026 |
| Newstead Jennifer | Common Stock | 30,104 | M · other | Sep 15, 2026 | Sep 17, 2026 |
| Newstead Jennifer | Common Stock | 1,438 | S · sale | Sep 15, 2026 | Sep 17, 2026 |
| Newstead Jennifer | Common Stock | 1,438 | S · sale | Sep 8, 2026 | Sep 10, 2026 |
| Newstead Jennifer | Common Stock | 1,439 | S · sale | Sep 1, 2026 | Sep 3, 2026 |
| Ternus John | Restricted Stock Unit | 7,690 | A · other | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Restricted Stock Unit | — | — | Sep 1, 2026 | Sep 1, 2026 |
| Ternus John | Common Stock | 34,155 | — | Sep 1, 2026 | Sep 1, 2026 |
| Newstead Jennifer | Common Stock | 1,439 | S · sale | Aug 25, 2026 | Aug 27, 2026 |
| Newstead Jennifer | Common Stock | 1,439 | S · sale | Aug 18, 2026 | Aug 20, 2026 |
| Newstead Jennifer | Common Stock | 1,439 | S · sale | Aug 11, 2026 | Aug 13, 2026 |
| Newstead Jennifer | Restricted Stock Unit | 30,104 | M · other | Jun 15, 2026 | Jun 17, 2026 |
| Newstead Jennifer | Common Stock | 16,238 | F · other | Jun 15, 2026 | Jun 17, 2026 |
| Newstead Jennifer | Common Stock | 30,104 | M · other | Jun 15, 2026 | Jun 17, 2026 |
| Borders Ben | Restricted Stock Unit | 240 | M · other | Jun 15, 2026 | Jun 17, 2026 |
| Borders Ben | Common Stock | 116 | S · sale | Jun 16, 2026 | Jun 17, 2026 |
| Borders Ben | Common Stock | 124 | F · other | Jun 15, 2026 | Jun 17, 2026 |
| Borders Ben | Common Stock | 240 | M · other | Jun 15, 2026 | Jun 17, 2026 |
| LEVINSON ARTHUR D | Common Stock | 56,000 | — | May 27, 2026 | May 29, 2026 |
| LEVINSON ARTHUR D | Common Stock | 65,000 | G · other | May 27, 2026 | May 29, 2026 |
| LEVINSON ARTHUR D | Common Stock | 50,000 | S · sale | May 27, 2026 | May 29, 2026 |
| Borders Ben | Common Stock | 1,274 | S · sale | May 8, 2026 | May 12, 2026 |
| LEVINSON ARTHUR D | Common Stock | 56,000 | — | May 6, 2026 | May 8, 2026 |
| LEVINSON ARTHUR D | Common Stock | 5,000 | G · other | May 6, 2026 | May 8, 2026 |
| LEVINSON ARTHUR D | Common Stock | 100,473 | S · sale | May 6, 2026 | May 8, 2026 |
| LEVINSON ARTHUR D | Common Stock | 149,527 | S · sale | May 6, 2026 | May 8, 2026 |
| Parekh Kevan | Common Stock | 1,534 | S · sale | Apr 23, 2026 | Apr 27, 2026 |
| Borders Ben | Restricted Stock Unit | 331 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Borders Ben | Restricted Stock Unit | 371 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Borders Ben | Restricted Stock Unit | 475 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Borders Ben | Restricted Stock Unit | 540 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Borders Ben | Common Stock | 892 | F · other | Apr 15, 2026 | Apr 17, 2026 |
| Borders Ben | Common Stock | 1,717 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Parekh Kevan | Restricted Stock Unit | 5,111 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Parekh Kevan | Restricted Stock Unit | 5,817 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| Parekh Kevan | Common Stock | 4,793 | F · other | Apr 15, 2026 | Apr 17, 2026 |
| Parekh Kevan | Common Stock | 10,928 | M · other | Apr 15, 2026 | Apr 17, 2026 |
| O'BRIEN DEIRDRE | Restricted Stock Unit | 19,470 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| O'BRIEN DEIRDRE | Restricted Stock Unit | 22,159 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| O'BRIEN DEIRDRE | Restricted Stock Unit | 22,688 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 9,664 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 20,338 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 34,315 | F · other | Apr 1, 2026 | Apr 3, 2026 |
| O'BRIEN DEIRDRE | Common Stock | 64,317 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| Khan Sabih | Restricted Stock Unit | 19,470 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| Khan Sabih | Restricted Stock Unit | 22,159 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| Khan Sabih | Restricted Stock Unit | 22,688 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| Khan Sabih | Common Stock | 31,632 | — | Apr 1, 2026 | Apr 3, 2026 |
| Khan Sabih | Common Stock | 33,317 | F · other | Apr 1, 2026 | Apr 3, 2026 |
| Khan Sabih | Common Stock | 64,317 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Restricted Stock Unit | 22,159 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Restricted Stock Unit | 85,080 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 4,566 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 28,188 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 16,083 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 1,878 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 9,147 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 5,087 | S · sale | Apr 2, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Restricted Stock Unit | 24,337 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 66,627 | F · other | Apr 1, 2026 | Apr 3, 2026 |
| COOK TIMOTHY D | Common Stock | 131,576 | M · other | Apr 1, 2026 | Apr 3, 2026 |
| Newstead Jennifer | Restricted Stock Unit | 60,208 | M · other | Mar 15, 2026 | Mar 17, 2026 |
| Newstead Jennifer | Common Stock | 32,528 | F · other | Mar 15, 2026 | Mar 17, 2026 |
| Newstead Jennifer | Common Stock | 60,208 | M · other | Mar 15, 2026 | Mar 17, 2026 |
| Newstead Jennifer | Restricted Stock Unit | — | — | Mar 1, 2026 | Mar 6, 2026 |
| Newstead Jennifer | Restricted Stock Unit | — | — | Mar 1, 2026 | Mar 6, 2026 |
| Austin Wanda M | Restricted Stock Unit | 1,139 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| Gorsky Alex | Restricted Stock Unit | 1,139 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| SUGAR RONALD D | Restricted Stock Unit | 1,139 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| LEVINSON ARTHUR D | Restricted Stock Unit | 1,011 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| LEVINSON ARTHUR D | Common Stock | 56,000 | — | Feb 24, 2026 | Feb 26, 2026 |
| LEVINSON ARTHUR D | Common Stock | 1,113 | G · other | Feb 26, 2026 | Feb 26, 2026 |
| LOZANO MONICA C | Restricted Stock Unit | 1,139 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| WAGNER SUSAN | Restricted Stock Unit | 1,139 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| JUNG ANDREA | Restricted Stock Unit | 1,139 | A · other | Feb 24, 2026 | Feb 26, 2026 |
| Austin Wanda M | Restricted Stock Unit | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| Austin Wanda M | Common Stock | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| Gorsky Alex | Restricted Stock Unit | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| Gorsky Alex | Common Stock | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| SUGAR RONALD D | Restricted Stock Unit | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| SUGAR RONALD D | Common Stock | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| LEVINSON ARTHUR D | Restricted Stock Unit | 1,113 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| LEVINSON ARTHUR D | Common Stock | 56,000 | — | Feb 1, 2026 | Feb 3, 2026 |
| LEVINSON ARTHUR D | Common Stock | 1,113 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| LOZANO MONICA C | Restricted Stock Unit | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| LOZANO MONICA C | Common Stock | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| WAGNER SUSAN | Restricted Stock Unit | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
| WAGNER SUSAN | Common Stock | 6,042 | — | Feb 1, 2026 | Feb 3, 2026 |
| WAGNER SUSAN | Common Stock | 1,255 | M · other | Feb 1, 2026 | Feb 3, 2026 |
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.
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.
Valuations are estimates, not investment advice. Figures may use different source dates.
