Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Kelly Martin | Chief Financial Officer | 2026-08-14 | 3,000 | $422,535 |
| Kelly Martin | Chief Financial Officer | 2026-08-14 | 1,534 | $0 |
| LDB 2014 LLC | Insider | 2026-07-29 | 3,000,000 | $0 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Clearbridge Investments, LLC | Clearbridge Investments, LLC increased this position by 19764% ($3,054,130 -> $606,676,196). | 2026-06-30 |
| ADVENT CAPITAL MANAGEMENT /DE/ | ADVENT CAPITAL MANAGEMENT /DE/ reduced this position by 31% ($96,419,115 -> $66,355,129). | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | BNP PARIBAS FINANCIAL MARKETS reduced this position by 35% ($109,970,760 -> $71,808,846). | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | NEW YORK STATE COMMON RETIREMENT FUND reduced this position by 23% ($69,663,723 -> $53,504,041). | 2026-06-30 |
| Sterling Capital Management LLC | Sterling Capital Management LLC reduced this position by 86% ($13,810,249 -> $1,864,447). | 2026-06-30 |
| Life Cycle Investment Partners Ltd | Life Cycle Investment Partners Ltd increased this position by 35% ($26,141,026 -> $35,384,865). | 2026-06-30 |
| COOPERMAN LEON G | COOPERMAN LEON G increased this position by 6% ($148,968,540 -> $158,180,470). | 2026-06-30 |
| Partners Group Holding AG | Partners Group Holding AG reduced this position by 12% ($68,617,338 -> $60,252,680). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | $1,047,698,540 | 8,902,053 |
| Clearbridge Investments, LLC | $606,676,196 | 5,127,852 |
| NEUBERGER BERMAN GROUP LLC | $224,511,433 | 1,897,911 |
| COOPERMAN LEON G | $158,180,470 | 1,337,000 |
| Sumitomo Mitsui Trust Group, Inc. | $107,346,212 | 907,330 |
| RHUMBLINE ADVISERS | $83,795,430 | 708,271 |
| BNP PARIBAS FINANCIAL MARKETS | $71,808,846 | 606,955 |
| ADVENT CAPITAL MANAGEMENT /DE/ | $66,355,129 | 1,088,860 |
| Partners Group Holding AG | $60,252,680 | 509,278 |
| NEW YORK STATE COMMON RETIREMENT FUND | $53,504,041 | 452,236 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Spinecap SAS’s portfolio moves, tracked quarter by quarter, based on the fund’s SEC Form 13F filings. Institutional managers like Spinecap SAS are required to disclose their U.S. equity holdings each quarter, offering a snapshot of what they were holding as of the filing date. It won’t show exact trade dates or intraquarter timing, but it … Read more