Cornerstone Planning Group LLC
· Exited
Change
−100
Δ Own
−100.0%
Date
Q1 2024
AC
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
· Exited
Change
−100
Δ Own
−100.0%
Date
Q1 2024
|
Cornerstone Planning Group LLC | Exited· Q1 2024 | – | −100 | −100.0% | Q1 2024 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Waldman Reid Alexander
· Director
Grant (A)
47K
|
Waldman Reid Alexander | Director | Grant (A) | – | 47K | – | 47K | – | May 29, 2026 | Jun 2, 2026 | |||||||||
|
Farrow Jeffrey S.
· Director
Grant (A)
47K
|
Farrow Jeffrey S. | Director | Grant (A) | – | 47K | – | 47K | – | May 29, 2026 | Jun 2, 2026 | |||||||||
|
Goldberg Andrew D.
· Director
3 operations
17.1M
|
Goldberg Andrew D. | Director | 3 operations | – | 17.1M | – | 11.7M | – | Apr 18, 2026 | Apr 21, 2026 | |||||||||
|
Rubinstein Mark Lawrence
· Officer
Grant (A)
180K
|
Rubinstein Mark Lawrence | Officer | Grant (A) | – | 180K | – | 180K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Oki Mark K.
· CFO
Grant (A)
180K
|
Oki Mark K. | CFO | Grant (A) | – | 180K | – | 180K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Xinos Jaime
· Officer
Grant (A)
180K
|
Xinos Jaime | Officer | Grant (A) | – | 180K | – | 180K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Donnelly Craig
· Officer
Grant (A)
180K
|
Donnelly Craig | Officer | Grant (A) | – | 180K | – | 180K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Stewart Richard Alistair
· Director
Grant (A)
645K
|
Stewart Richard Alistair | Director | Grant (A) | – | 645K | – | 645K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Wan Jerry
· Officer
Grant (A)
70K
|
Wan Jerry | Officer | Grant (A) | – | 70K | – | 70K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Atkisson Erik
· Officer
Grant (A)
250K
|
Atkisson Erik | Officer | Grant (A) | – | 250K | – | 250K | – | Dec 4, 2025 | Dec 8, 2025 | |||||||||
|
Donnelly Craig
· Officer
Grant (A)
50K
|
Donnelly Craig | Officer | Grant (A) | – | 50K | – | 50K | – | Oct 1, 2025 | Oct 3, 2025 | |||||||||
|
Oki Mark K.
· CFO
Sell
−$146K
|
Oki Mark K. | CFO | Sell | $2.92 | −50K | −$146K | 128K | – | Sep 18, 2025 | Sep 22, 2025 | |||||||||
|
Oki Mark K.
· CFO
2 operations
0
|
Oki Mark K. | CFO | 2 operations | – | 0 | – | 0 | – | Sep 18, 2025 | Sep 22, 2025 | |||||||||
|
Stewart Richard Alistair
· Director
Sell
−$378K
|
Stewart Richard Alistair | Director | Sell | $2.92 | −130K | −$378K | 229K | – | Sep 18, 2025 | Sep 22, 2025 | |||||||||
|
Stewart Richard Alistair
· Director
3 operations
0
|
Stewart Richard Alistair | Director | 3 operations | – | 0 | – | 0 | – | Sep 18, 2025 | Sep 22, 2025 | |||||||||
1 reporting institutions disclosed ACHV position changes in the Q1 2024 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2024.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.