Security key
739650109
CUSIP: 739650109
Security key
739650109
Report period
Q1 2024
Institutions
13
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
3 of 10 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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. |
13F
Company
|
0%
|
$20,342
2,139 shares
|
— | 31 Dec 2023 |
| NewEdge Advisors, LLC |
13F
Company
|
0%
|
$4,755
500 shares
|
— | 31 Dec 2023 |
| MORGAN STANLEY |
13F
Company
|
0%
|
$4,356
458 shares
|
— | 31 Dec 2023 |
| James W. Wallis |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$7,176,647
1,608,313 shares
mixed-class rows
|
— | 07 Sep 2023 |
| Scott D. Kaufman |
3/4/5
CO-CEO and President, Director, 10%+ Owner
|
—
mixed-class rows
|
$6,012,615
5,540,217 shares
mixed-class rows
|
— | 30 Jun 2022 |
| John D. Maatta |
3/4/5
CEO and Interim CFO, Director
|
—
mixed-class rows
|
$42,059,183
9,103,285 shares
mixed-class rows
|
— | 03 May 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 | Q1 2024 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q1 2024 value | Value change | Value Chg % |
|---|