Security key
48213Y107
CUSIP: 48213Y107
Security key
48213Y107
Report period
Q3 2023
Institutions
2
Top holders
2
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
2 of 6 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MAI Capital Management |
13F
Company
|
0%
|
$4,800
10,000 shares
|
— | 30 Jun 2023 |
| Strategic Investment Solutions, Inc. /IL |
13F
Company
|
0%
|
$91
200 shares
|
— | 30 Jun 2023 |
| Nichole Lee Upshaw |
3/4/5
Chief People Officer
|
—
class O/S missing
|
$781,000
1,420,000 shares
|
— | 17 May 2023 |
| Leonardo Garcia-Berg |
3/4/5
Chief Operations Officer
|
—
class O/S missing
|
$275,000
500,000 shares
|
— | 31 Aug 2022 |
| Peter Alan Adderton |
3/4/5
Director
|
—
class O/S missing
|
$76,356
109,080 shares
|
— | 12 Aug 2022 |
| James Cabral |
3/4/5
Chief Accounting Executive
|
—
class O/S missing
|
$74,491
106,415 shares
|
— | 12 Aug 2022 |
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 % |
|---|