Eversource Wealth Advisors, LLC
· New
Change
+977
Date
Q3 2025
AI
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Eversource Wealth Advisors, LLC
· New
Change
+977
Date
Q3 2025
|
Eversource Wealth Advisors, LLC | New· Q3 2025 | – | +977 | – | Q3 2025 | |||||
|
Sound Income Strategies, LLC
· New
Change
+20
Date
Q3 2025
|
Sound Income Strategies, LLC | New· Q3 2025 | – | +20 | – | Q3 2025 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Glassman Scott
· Officer
Exercise or conversion (M/X/C)
20K
|
Glassman Scott | Officer | Exercise or conversion (M/X/C) | – | 20K | – | 32K | – | Apr 27, 2026 | Apr 28, 2026 | |||||||||
|
Glassman Scott
· Officer
Tax withholding or exercise payment (F)
-$27K
|
Glassman Scott | Officer | Tax withholding or exercise payment (F) | $3.18 | -8K | -$27K | 24K | – | Apr 27, 2026 | Apr 28, 2026 | |||||||||
|
Porcelain Michael
· Director
Grant (A)
$14K
|
Porcelain Michael | Director | Grant (A) | $3.19 | 4K | $14K | 76K | – | Apr 10, 2026 | Apr 13, 2026 | |||||||||
|
Taglich Robert
· Director, 10% Owner
Grant (A)
12K
|
Taglich Robert | Director, 10% Owner | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Taglich Michael N.
· Director, 10% Owner
Grant (A)
12K
|
Taglich Michael N. | Director, 10% Owner | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Brand Michael
· Director
Grant (A)
12K
|
Brand Michael | Director | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Porcelain Michael
· Director
Grant (A)
61K
|
Porcelain Michael | Director | Grant (A) | – | 61K | – | 61K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Glassman Scott
· Officer
Grant (A)
12K
|
Glassman Scott | Officer | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Buonanno David
· Director
Grant (A)
12K
|
Buonanno David | Director | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Rettaliata Peter
· Director
Grant (A)
12K
|
Rettaliata Peter | Director | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Melluzzo Luciano M.
· Officer
Grant (A)
12K
|
Melluzzo Luciano M. | Officer | Grant (A) | – | 12K | – | 12K | – | Feb 12, 2026 | Feb 17, 2026 | |||||||||
|
Taglich Michael N.
· Director, 10% Owner
2 operations
-$34K
|
Taglich Michael N. | Director, 10% Owner | 2 operations | $2.84 | -12K | -$34K | 456K | – | Jan 5, 2026 | Jan 21, 2026 | |||||||||
|
Taglich Robert
· Director, 10% Owner
2 operations
-$34K
|
Taglich Robert | Director, 10% Owner | 2 operations | $2.84 | -12K | -$34K | 288K | – | Jan 5, 2026 | Jan 21, 2026 | |||||||||
|
Porcelain Michael
· Director
Grant (A)
$14K
|
Porcelain Michael | Director | Grant (A) | $3.11 | 5K | $14K | 71K | – | Jan 2, 2026 | Jan 5, 2026 | |||||||||
|
Taglich Robert
· Director, 10% Owner
Grant (A)
10K
|
Taglich Robert | Director, 10% Owner | Grant (A) | – | 10K | – | 10K | – | Dec 8, 2025 | Dec 9, 2025 | |||||||||
2 reporting institutions disclosed AIRI position changes in the Q3 2025 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 Q3 2025.
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.