Security key
12482W309
Security key
12482W309
Report period
Q3 2023
Institutions
21
Top holders
10
Broader feeds
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Martin A. Sumichrast |
3/4/5
Chairman, CEO, Director
|
—
denominator unverified
|
$3,978,519
1,894,533 shares
|
— | 17 May 2022 |
| Peter J. Ghiloni |
3/4/5
Director
|
—
mixed-class rows
|
$651,000
340,000 shares
mixed-class rows
|
— | 11 Mar 2022 |
| John J. Wiesehan III |
3/4/5
Chief Revenue Officer
|
—
denominator unverified
|
$370,545
176,450 shares
|
— | 28 Sep 2021 |
| AXS Investments LLC |
13F
Company
|
—
denominator unverified
|
$52,146
37,247 shares
|
— | 30 Jun 2023 |
| Rothschild Wealth LLC |
13F
Company
|
—
denominator unverified
|
$33,748
24,106 shares
|
— | 30 Jun 2023 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
denominator unverified
|
$30,000
21,211 shares
|
— | 30 Jun 2023 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|