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 |
|---|---|---|---|---|---|
| BNC WEALTH MANAGEMENT, LLC | COM | 69,495 | — | Sep 30, 2026 | Oct 19, 2026 |
| JACKSON SQUARE CAPITAL, LLC | COM | 125,045 | — | Sep 30, 2026 | Oct 19, 2026 |
| Zeit Capital LLC | COM | 1,213 | — | Sep 30, 2026 | Oct 19, 2026 |
| Sculati Wealth Management, LLC | COM | 48,938 | — | Sep 30, 2026 | Oct 19, 2026 |
| Asio Capital, LLC | COM | 55,659 | — | Sep 30, 2026 | Oct 19, 2026 |
| Blue Zone Wealth Advisors, LLC | COM | 105,218 | — | Sep 30, 2026 | Oct 19, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | COM | 14,659 | — | Sep 30, 2026 | Oct 19, 2026 |
| Investment Research & Advisory Group, Inc. | COM | 76,205 | — | Sep 30, 2026 | Oct 19, 2026 |
| Single Point Partners, LLC | COM | 14,539 | — | Sep 30, 2026 | Oct 19, 2026 |
| Capital Square, LLC | COM | 13,303 | — | Sep 30, 2026 | Oct 19, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | COM | 66,992 | — | Sep 30, 2026 | Oct 19, 2026 |
| Human Investing LLC | COM | 19,427 | — | Sep 30, 2026 | Oct 19, 2026 |
| Hobart Private Capital, LLC | COM | 1,667 | — | Sep 30, 2026 | Oct 19, 2026 |
| Hobart Private Capital, LLC | COM | 264 | — | Sep 30, 2026 | Oct 19, 2026 |
| Hobart Private Capital, LLC | COM | 17,525 | — | Sep 30, 2026 | Oct 19, 2026 |
| Grandview Asset Management LLC | COM | 44,545 | — | Sep 30, 2026 | Oct 19, 2026 |
| Asset Advisors Investment Management, LLC | COM | 23,402 | — | Sep 30, 2026 | Oct 19, 2026 |
| Yarbrough Capital, LLC | COM | 1,696,980 | — | Sep 30, 2026 | Oct 19, 2026 |
| SageOak Financial, LLC | COM | 1,251 | — | Sep 30, 2026 | Oct 19, 2026 |
| Grant Private Wealth Management Inc | COM | 40,815 | — | Sep 30, 2026 | Oct 19, 2026 |
| Cottage Street Advisors LLC | COM | 37,406 | — | Sep 30, 2026 | Oct 19, 2026 |
| Cornell Pochily Investment Advisors, Inc. | COM | 98,846 | — | Sep 30, 2026 | Oct 19, 2026 |
| James Hambro & Partners LLP | COM | 4,878 | — | Sep 30, 2026 | Oct 19, 2026 |
| LexAurum Advisors, LLC | COM | 78,996 | — | Sep 30, 2026 | Oct 19, 2026 |
| Milestones Private Investment Advisors LLC | COM | 4,507 | — | Sep 30, 2026 | Oct 19, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | COM | 8,016 | — | Sep 30, 2026 | Oct 19, 2026 |
| Kaufman Rossin Wealth, LLC | COM | 16,043 | — | Sep 30, 2026 | Oct 19, 2026 |
| Legacy Advisors, LLC | COM | 145,461 | — | Sep 30, 2026 | Oct 19, 2026 |
| Arlington Financial Advisors, LLC | COM | 64,308 | — | Sep 30, 2026 | Oct 19, 2026 |
| Cordatus Wealth Management LLC | COM | 91,364 | — | Sep 30, 2026 | Oct 19, 2026 |
| Narus Financial Partners, LLC | COM | 16,841 | — | Sep 30, 2026 | Oct 19, 2026 |
| Beirne Wealth Consulting Services, LLC | COM | 16,578 | — | Sep 30, 2026 | Oct 19, 2026 |
| First Bank & Trust | Equities | 40,549 | — | Sep 30, 2026 | Oct 19, 2026 |
| First Bank & Trust | Equities | 23,307 | — | Sep 30, 2026 | Oct 19, 2026 |
| CWA Asset Management Group, LLC | COM · Put | 1,000 | — | Sep 30, 2026 | Oct 19, 2026 |
| CWA Asset Management Group, LLC | COM | 584,672 | — | Sep 30, 2026 | Oct 19, 2026 |
| Sitrin Capital Management LLC | COM | 44,962 | — | Sep 30, 2026 | Oct 19, 2026 |
| Econ Financial Services Corp | COM | 10,242 | — | Sep 30, 2026 | Oct 19, 2026 |
| Community Bank & Trust, Waco, Texas | COM | 216,608 | — | Sep 30, 2026 | Oct 19, 2026 |
| BDF-GESTION | COM | 208,251 | — | Sep 30, 2026 | Oct 19, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | COM | 5,929 | — | Sep 30, 2026 | Oct 19, 2026 |
| Archford Capital Strategies, LLC | COM | 104,259 | — | Sep 30, 2026 | Oct 19, 2026 |
| Eagle Capital Management, LLC | COM | 47,360 | — | Sep 30, 2026 | Oct 19, 2026 |
| BEACON FINANCIAL GROUP | COM | 49,244 | — | Sep 30, 2026 | Oct 19, 2026 |
| J2 Capital Management Inc | COM | 1,625 | — | Sep 30, 2026 | Oct 19, 2026 |
| Blankinship & Foster, LLC | COM | 18,440 | — | Sep 30, 2026 | Oct 19, 2026 |
| LVW Advisors, LLC | COM | 135,963 | — | Sep 30, 2026 | Oct 19, 2026 |
| F&V Capital Management, LLC | COM | 2,039 | — | Sep 30, 2026 | Oct 19, 2026 |
| Powerhouse Assets LLC | COM | 2,389 | — | Sep 30, 2026 | Oct 19, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | COM | 144,387 | — | Sep 30, 2026 | Oct 19, 2026 |
| Baskin Financial Services Inc. | CS | 273,520 | — | Sep 30, 2026 | Oct 19, 2026 |
| Retirement Planning Group, LLC | COM | 1,056,547 | — | Sep 30, 2026 | Oct 19, 2026 |
| COURIER CAPITAL LLC | COM | 252,062 | — | Sep 30, 2026 | Oct 19, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | COM | 6,151 | — | Sep 30, 2026 | Oct 19, 2026 |
| Private Wealth Group, LLC | COM | 4,267 | — | Sep 30, 2026 | Oct 19, 2026 |
| Global Trust Asset Management, LLC | COM | 32,191 | — | Sep 30, 2026 | Oct 19, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | COM | 20,948 | — | Sep 30, 2026 | Oct 19, 2026 |
| BankChampaign, National Association | COM | 6,236 | — | Sep 30, 2026 | Oct 19, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | COM | 51,599 | — | Sep 30, 2026 | Oct 19, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | COM | 3,668 | — | Sep 30, 2026 | Oct 19, 2026 |
| Williams Financial, LLC | COM | 6,859 | — | Sep 30, 2026 | Oct 19, 2026 |
| Wealth Analytics Partners, LLC | COM | 26,103 | — | Sep 30, 2026 | Oct 19, 2026 |
| Cambridge Advisors Inc. | COM | 35,295 | — | Sep 30, 2026 | Oct 19, 2026 |
| Kirkwood Financial Services | COM | 9,111 | — | Jun 30, 2025 | Oct 19, 2026 |
| Kirkwood Financial Services | COM | 8,376 | — | Mar 31, 2025 | Oct 19, 2026 |
| BRAUN STACEY ASSOCIATES INC | COM | 677,007 | — | Sep 30, 2026 | Oct 19, 2026 |
| Trellis Wealth Advisors LLC | COM | 2,005 | — | Sep 30, 2026 | Oct 19, 2026 |
| TRUE Private Wealth Advisors | COM | 96,059 | — | Sep 30, 2026 | Oct 19, 2026 |
| RS CRUM INC. | COM | 21,449 | — | Sep 30, 2026 | Oct 19, 2026 |
| Herold Advisors, Inc. | COM | 81,516 | — | Sep 30, 2026 | Oct 19, 2026 |
| Kondo Wealth Advisors, Inc. | COM | 13,224 | — | Sep 30, 2026 | Oct 19, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | COM | 13,800 | — | Sep 30, 2026 | Oct 19, 2026 |
| Commerce Advisors, LLC | COM | 21,929 | — | Sep 30, 2026 | Oct 19, 2026 |
| Diversified Enterprises, LLC | COM | 117,045 | — | Sep 30, 2026 | Oct 19, 2026 |
| Wernau Asset Management Inc. | COM · Put | 94,500 | — | Sep 30, 2026 | Oct 19, 2026 |
| Wernau Asset Management Inc. | COM | 89,612 | — | Sep 30, 2026 | Oct 19, 2026 |
| Thoma Capital Management LLC | COM | 10,560 | — | Sep 30, 2026 | Oct 19, 2026 |
| SONATA CAPITAL GROUP INC | COM | 50,525 | — | Sep 30, 2026 | Oct 19, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | COM | 307,825 | — | Sep 30, 2026 | Oct 19, 2026 |
| Armbruster Capital Management, Inc. | COM | 8,209 | — | Sep 30, 2026 | Oct 19, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | COM | 23,033 | — | Sep 30, 2026 | Oct 19, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | CS | 8,118 | — | Sep 30, 2026 | Oct 19, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | COM | 12,057 | — | Sep 30, 2026 | Oct 19, 2026 |
| Acorn Wealth Advisors, LLC | COM | 22,130 | — | Sep 30, 2026 | Oct 19, 2026 |
| Value Partners Investments Inc. | COM | 1,931 | — | Sep 30, 2026 | Oct 19, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | COM | 49,535 | — | Sep 30, 2026 | Oct 19, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | COM | 12,799 | — | Sep 30, 2026 | Oct 19, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | COM | 14,390 | — | Sep 30, 2026 | Oct 19, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | COM | 56,643 | — | Sep 30, 2026 | Oct 19, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | Stock | 633,475 | — | Sep 30, 2026 | Oct 19, 2026 |
| PVG ASSET MANAGEMENT CORP | COM | 9,575 | — | Sep 30, 2026 | Oct 19, 2026 |
| CITY HOLDING CO | COMMON STOCK | 100 | — | Sep 30, 2026 | Oct 19, 2026 |
| CITY HOLDING CO | COMMON STOCK | 99,041 | — | Sep 30, 2026 | Oct 19, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | COM | 31,084 | — | Sep 30, 2026 | Oct 19, 2026 |
| CIGNA INVESTMENTS INC /NEW | Common Stock | 135,623 | — | Sep 30, 2026 | Oct 19, 2026 |
| James T. Borello RIA | COM | 4,496 | — | Jun 30, 2026 | Oct 16, 2026 |
| James T. Borello RIA | COM | 3,141 | — | Jun 30, 2026 | Oct 16, 2026 |
| James T. Borello RIA | COM | 4,280 | — | Mar 31, 2026 | Oct 16, 2026 |
| James T. Borello RIA | COM | 3,081 | — | Mar 31, 2026 | Oct 16, 2026 |
| James T. Borello RIA | COM | 2,727 | — | Dec 31, 2025 | Oct 16, 2026 |
| James T. Borello RIA | COM | 2,681 | — | Dec 31, 2025 | Oct 16, 2026 |
| James T. Borello RIA | COM | 1,698 | — | Sep 30, 2025 | Oct 16, 2026 |
| James T. Borello RIA | COM | 2,681 | — | Sep 30, 2025 | Oct 16, 2026 |
| James T. Borello RIA | COM | 2,052 | — | Jun 30, 2025 | Oct 16, 2026 |
| James T. Borello RIA | COM | 1,773 | — | Mar 31, 2025 | Oct 16, 2026 |
| James T. Borello RIA | COM | 877 | — | Dec 31, 2024 | Oct 16, 2026 |
| James T. Borello RIA | COM | 816 | — | Sep 30, 2024 | Oct 16, 2026 |
| James T. Borello RIA | COM | 801 | — | Jun 30, 2024 | Oct 16, 2026 |
| James T. Borello RIA | COM | 801 | — | Mar 31, 2024 | Oct 16, 2026 |
| James T. Borello RIA | COM | 801 | — | Dec 31, 2023 | Oct 16, 2026 |
| James T. Borello RIA | COM | 4,551 | — | Sep 30, 2026 | Oct 16, 2026 |
| James T. Borello RIA | COM | 3,453 | — | Sep 30, 2026 | Oct 16, 2026 |
| Willow Creek Capital Management, Inc. | COM | 26,946 | — | Sep 30, 2026 | Oct 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | Stock | 24,649 | — | Sep 30, 2026 | Oct 16, 2026 |
| Avail Investment Partners, LLC | COM | 10,766 | — | Sep 30, 2026 | Oct 16, 2026 |
| Wealth Intelligence, LLC | COM | 25,719 | — | Sep 30, 2026 | Oct 16, 2026 |
| Financial Planning Fort Collins, LLC | COM | 709 | — | Sep 30, 2026 | Oct 16, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | COM | 43,945 | — | Sep 30, 2026 | Oct 16, 2026 |
| Karras Company, Inc. | COM | 15,786 | — | Sep 30, 2026 | Oct 16, 2026 |
| MLP3, LLC | COM | 9,466 | — | Jun 30, 2026 | Oct 16, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | COM | 24,804 | — | Sep 30, 2026 | Oct 16, 2026 |
| Carroll Advisory Group, LLC | COM | 7,168 | — | Sep 30, 2026 | Oct 16, 2026 |
| OFS Enterprise LLC | COM | 13,332 | — | Sep 30, 2026 | Oct 16, 2026 |
| Stronghold Wealth Management L.L.C. | Stock | 3,487 | — | Sep 30, 2026 | Oct 16, 2026 |
| Stronghold Wealth Management L.L.C. | Stock | 1,133 | — | Sep 30, 2026 | Oct 16, 2026 |
| Stronghold Wealth Management L.L.C. | Stock | 152 | — | Sep 30, 2026 | Oct 16, 2026 |
| Stronghold Wealth Management L.L.C. | Stock | 74 | — | Sep 30, 2026 | Oct 16, 2026 |
| Berman McAleer LLC | COM | 33,836 | — | Sep 30, 2026 | Oct 16, 2026 |
| Align Financial, LLC | Stock | 13,271 | — | Sep 30, 2026 | Oct 16, 2026 |
| Hudson Oak Wealth Advisory LLC | COM | 2,263 | — | Sep 30, 2026 | Oct 16, 2026 |
| Cornerstone Management, Inc. | COM | 987 | — | Sep 30, 2026 | Oct 16, 2026 |
| BCU Wealth Advisors, LLC | COM | 1,043 | — | Sep 30, 2026 | Oct 16, 2026 |
| Keudell/Morrison Wealth Management | COM | 68,844 | — | Sep 30, 2026 | Oct 16, 2026 |
| Oasis Advisors, LLC | COM | 6,730 | — | Sep 30, 2026 | Oct 16, 2026 |
| Cache Advisors, LLC | COM | 246,617 | — | Sep 30, 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | COM | 1,369,214 | — | Sep 30, 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | COM · Call | 4,100 | — | Sep 30, 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | COM · Put | 500 | — | Sep 30, 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | COM | 35,004 | — | Sep 30, 2026 | Oct 16, 2026 |
| Elser Financial Planning, Inc | COM | 26,004 | — | Sep 30, 2026 | Oct 16, 2026 |
| Watchman Group, Inc. | COM | 3,157 | — | Sep 30, 2026 | Oct 16, 2026 |
| WAYSTONE ADVISORS LLC | COM | 11,265 | — | Sep 30, 2026 | Oct 16, 2026 |
| Global Strategic Investment Solutions, LLC | COM | 15,820 | — | Sep 30, 2026 | Oct 16, 2026 |
| KELLY FINANCIAL GROUP LLC | COM | 32,002 | — | Sep 30, 2026 | Oct 16, 2026 |
| Centennial Wealth Advisory LLC | COM | 35,609 | — | Sep 30, 2026 | Oct 16, 2026 |
| Foundry Financial LLC | COM | 5,287 | — | Sep 30, 2026 | Oct 16, 2026 |
| Evansbrook LLC | COMMON STOCK | 6,423 | — | Sep 30, 2026 | Oct 16, 2026 |
| Bullock Wealth Management Group | Stock | 14,527 | — | Mar 31, 2023 | Oct 16, 2026 |
| Bullock Wealth Management Group | Stock | 15,195 | — | Jun 30, 2023 | Oct 16, 2026 |
| Bullock Wealth Management Group | Stock | 15,475 | — | Sep 30, 2023 | Oct 16, 2026 |
| Bullock Wealth Management Group | Stock | 16,922 | — | Dec 31, 2023 | Oct 16, 2026 |
| North Capital, Inc. | COM | 15,918 | — | Sep 30, 2026 | Oct 16, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | COM | 16,739 | — | Sep 30, 2026 | Oct 16, 2026 |
| Elevated Financial Group LLC | COM | 10,133 | — | Sep 30, 2026 | Oct 16, 2026 |
| Holcombe Financial, Inc. | COM | 85,724 | — | Sep 30, 2026 | Oct 16, 2026 |
| Bay Capital Advisors, LLC | COM | 11,717 | — | Sep 30, 2026 | Oct 16, 2026 |
| Fiscal Wisdom Wealth Management, LLC | COM | 7,785 | — | Sep 30, 2026 | Oct 16, 2026 |
| TD Waterhouse Canada Inc. | COM | 4,260,941 | — | Sep 30, 2026 | Oct 16, 2026 |
| Manuka Financial, LLC | COM | 11,892 | — | Sep 30, 2026 | Oct 16, 2026 |
| FIDUCIARY ADVISORS, INC. | COM | 762 | — | Sep 30, 2026 | Oct 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | COM | 36,472 | — | Sep 30, 2026 | Oct 16, 2026 |
| BFI Infinity Ltd. | COM | 15,901 | — | Sep 30, 2026 | Oct 16, 2026 |
| TPG Advisors LLC | COM | 19,587 | — | Sep 30, 2026 | Oct 16, 2026 |
| Smith Thornton Advisors LLC | COM | 15,779 | — | Sep 30, 2026 | Oct 16, 2026 |
| Rockingstone Advisors LLC | COM | 19,819 | — | Sep 30, 2026 | Oct 16, 2026 |
| Stanich Group LLC | COM | 8,665 | — | Sep 30, 2026 | Oct 16, 2026 |
| Guardian Asset Advisors, LLC | COM | 85,796 | — | Sep 30, 2026 | Oct 16, 2026 |
| Financial Synergies Wealth Advisors, Inc. | COM | 46,700 | — | Sep 30, 2026 | Oct 16, 2026 |
| Mosley Wealth Management | Stock | 35,489 | — | Sep 30, 2026 | Oct 16, 2026 |
| Cyr Financial Inc. | COM | 5,255 | — | Sep 30, 2026 | Oct 16, 2026 |
| Crown Oak Advisors, LLC | COM | 1,785 | — | Sep 30, 2026 | Oct 16, 2026 |
| Premier Path Wealth Partners, LLC | COM | 159,472 | — | Sep 30, 2026 | Oct 16, 2026 |
| Essex Bank | COMMON STOCK | 46,256 | — | Sep 30, 2026 | Oct 16, 2026 |
| Essex Bank | COMMON STOCK | 60,269 | — | Sep 30, 2026 | Oct 16, 2026 |
| DiNuzzo Private Wealth, Inc. | COM | 10,836 | — | Sep 30, 2026 | Oct 16, 2026 |
| Cravens & Co Advisors, LLC | COM | 2,732 | — | Sep 30, 2026 | Oct 16, 2026 |
| UNIQUE WEALTH, LLC | COM | 19,000 | — | Sep 30, 2026 | Oct 16, 2026 |
| WealthBridge Capital Management, LLC | COM | 54,317 | — | Sep 30, 2026 | Oct 16, 2026 |
| Safir Wealth Advisors, LLC | COM | 1,608 | — | Sep 30, 2026 | Oct 16, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | COM | 100,226 | — | Sep 30, 2026 | Oct 16, 2026 |
| Summitas Investment Management LLC | COM | 7,066 | — | Sep 30, 2026 | Oct 16, 2026 |
| Snider Financial Group | COM | 20,846 | — | Sep 30, 2026 | Oct 16, 2026 |
| Selby Wealth Management, LLC | COM | 14,586 | — | Sep 30, 2026 | Oct 16, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | COM | 12,284 | — | Sep 30, 2026 | Oct 16, 2026 |
| Parisi Gray Wealth Management | COM | 54,384 | — | Sep 30, 2026 | Oct 16, 2026 |
| New England Research & Management, Inc. | COM | 41,999 | — | Sep 30, 2026 | Oct 16, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | COM | 14,835 | — | Sep 30, 2026 | Oct 16, 2026 |
| Choice Wealth Advisors LLC | COM | 32,391 | — | Sep 30, 2026 | Oct 16, 2026 |
| Chemistry Wealth Management LLC | COM | 90,587 | — | Sep 30, 2026 | Oct 16, 2026 |
| BostonPremier Wealth LLC | COM | 31,416 | — | Sep 30, 2026 | Oct 16, 2026 |
| Cyndeo Wealth Partners, LLC | COM | 226,440 | — | Sep 30, 2026 | Oct 16, 2026 |
| Strata Wealth Advisors, LLC | COM | 27,958 | — | Sep 30, 2026 | Oct 16, 2026 |
| CWS Financial Advisors, LLC | COM | 63,183 | — | Sep 30, 2026 | Oct 16, 2026 |
| Signature Resources Capital Management, LLC | COM | 5,121 | — | Sep 30, 2026 | Oct 16, 2026 |
| Finer Wealth Management, Inc. | COM | 65,615 | — | Sep 30, 2026 | Oct 16, 2026 |
| KFG WEALTH MANAGEMENT, LLC | COM | 27,002 | — | Sep 30, 2026 | Oct 16, 2026 |
| ASR Vermogensbeheer N.V. | COM | 2,216,034 | — | Sep 30, 2026 | Oct 16, 2026 |
| Forum Financial Management, LP | COM | 1,974 | — | Sep 30, 2026 | Oct 16, 2026 |
| Forum Financial Management, LP | COM | 9,686 | — | Sep 30, 2026 | Oct 16, 2026 |
| Forum Financial Management, LP | COM | 240,088 | — | Sep 30, 2026 | Oct 16, 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.
