| Reporting Name | Ownership % | Change | Value $ | Shares owned | Change | Activity % | Price | Form | Report date | Filing time |
|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 24% | $312,117,134 | 5,703,895 | $54.72 | 13G | 31 Jan 2023 | 12 Mar 2026, 20:03 |
| Holdings date | Option | Weight | Change | Value $ | Shares | Change | Activity % | Price | All Holders |
|---|---|---|---|---|---|---|---|---|---|
| 31 Dec 2025 | 14% | -0.1% | $298,229,369 | 5,441,149 | -38,274 | -0.7% | $54.81 | Q4 2025 | |
| 30 Sep 2025 | 14% | -1.4% | $295,450,485 | 5,479,423 | -523,095 | -8.7% | $53.92 | Q3 2025 | |
| 30 Jun 2025 | 16% | -0.04% | $300,486,066 | 6,002,518 | -16,094 | -0.27% | $50.06 | Q2 2025 | |
| 31 Mar 2025 | 16% | -0.17% | $272,703,304 | 6,018,612 | -65,394 | -1.1% | $45.31 | Q1 2025 | |
| 31 Dec 2024 | 16% | -0.08% | $284,062,236 | 6,084,006 | -29,045 | -0.48% | $46.69 | Q4 2024 | |
| 30 Sep 2024 | 16% | +0.05% | $287,252,286 | 6,113,051 | +18,869 | +0.31% | $46.99 | Q3 2024 | |
| 30 Jun 2024 | 16% | +0.3% | $267,595,550 | 6,094,182 | +118,215 | +2% | $43.91 | Q2 2024 | |
| 31 Mar 2024 | 17% | -0.05% | $252,365,072 | 5,975,967 | -17,459 | -0.29% | $42.23 | Q1 2024 | |
| 31 Dec 2023 | 16% | -0.12% | $235,541,640 | 5,993,426 | -42,763 | -0.71% | $39.30 | Q4 2023 | |
| 30 Sep 2023 | 16% | +0.04% | $211,025,160 | 6,036,189 | +14,722 | +0.24% | $34.96 | Q3 2023 | |
| 30 Jun 2023 | 16% | +0.17% | $223,215,770 | 6,021,467 | +62,285 | +1% | $37.07 | Q2 2023 | |
| 31 Mar 2023 | 14% | +0.05% | $208,928,919 | 5,959,182 | +21,301 | +0.36% | $35.06 | Q1 2023 | |
| 31 Dec 2022 | 14% | +1.9% | $192,684,234 | 5,937,881 | +808,569 | +16% | $32.45 | Q4 2022 | |
| 30 Sep 2022 | 12% | +0.12% | $156,854,000 | 5,129,312 | +50,495 | +0.99% | $30.58 | Q3 2022 | |
| 30 Jun 2022 | 13% | -0.39% | $169,328,000 | 5,078,817 | -155,216 | -3% | $33.34 | Q2 2022 | |
| 31 Mar 2022 | 14% | -0.71% | $212,083,000 | 5,234,033 | -263,390 | -4.8% | $40.52 | Q1 2022 | |
| 31 Dec 2021 | 16% | -2.9% | $243,701,000 | 5,497,423 | -1,019,060 | -16% | $44.33 | Q4 2021 | |
| 30 Sep 2021 | 18% | -0.29% | $265,482,000 | 6,516,483 | -102,928 | -1.6% | $40.74 | Q3 2021 | |
| 30 Jun 2021 | 18% | +0.04% | $269,013,000 | 6,619,411 | +16,654 | +0.25% | $40.64 | Q2 2021 | |
| 31 Mar 2021 | 18% | +0.22% | $246,481,000 | 6,602,757 | +80,038 | +1.2% | $37.33 | Q1 2021 | |
| 31 Dec 2020 | 18% | -0.97% | $238,731,000 | 6,522,719 | -348,354 | -5.1% | $36.60 | Q4 2020 | |
| 30 Sep 2020 | 22% | +5.4% | $228,669,000 | 6,871,073 | +1,678,625 | +32% | $33.28 | Q3 2020 | |
| 30 Jun 2020 | 23% | +12% | $158,733,000 | 5,192,448 | +2,632,374 | +103% | $30.57 | Q2 2020 | |
| 31 Mar 2020 | 12% | +12% | $65,948,000 | 2,560,074 | +2,560,074 | NEW | $25.76 | Q1 2020 |