B. Riley Wealth Advisors, Inc.
· Exited
Change
−145K
Δ Own
−100.0%
Date
Q2 2024
FB
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
B. Riley Wealth Advisors, Inc.
· Exited
Change
−145K
Δ Own
−100.0%
Date
Q2 2024
|
B. Riley Wealth Advisors, Inc. | Exited· Q2 2024 | – | −145K | −100.0% | Q2 2024 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Jin David
· Officer
Grant (A)
400K
|
Jin David | Officer | Grant (A) | – | 400K | – | 1.7M | +32.0% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Jin David
· CFO
Grant (A)
$6K
|
Jin David | CFO | Grant (A) | $2.18 | 3K | $6K | 1.3M | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Rosenwald Lindsay A. Md
· Director, Officer, 10% Owner
Grant (A)
475K
|
Rosenwald Lindsay A. Md | Director, Officer, 10% Owner | Grant (A) | – | 475K | – | 4.6M | – | Mar 18, 2026 | Mar 20, 2026 | |||||||||
|
Weiss Michael S.
· Director, Officer
Grant (A)
475K
|
Weiss Michael S. | Director, Officer | Grant (A) | – | 475K | – | 2.3M | – | Mar 18, 2026 | Mar 20, 2026 | |||||||||
|
Klein Dov
· Director
Grant (A)
27K
|
Klein Dov | Director | Grant (A) | – | 27K | – | 130K | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Harvey Jimmie
· Director
Grant (A)
27K
|
Harvey Jimmie | Director | Grant (A) | – | 27K | – | 147K | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Lorenz Kevin
· Director
Grant (A)
27K
|
Lorenz Kevin | Director | Grant (A) | – | 27K | – | 101K | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Hoenlein Malcolm
· Director
Grant (A)
27K
|
Hoenlein Malcolm | Director | Grant (A) | – | 27K | – | 116K | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Lobell J. Jay
· Director
Grant (A)
27K
|
Lobell J. Jay | Director | Grant (A) | – | 27K | – | 192K | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Jin David
· Officer
Grant (A)
$4K
|
Jin David | Officer | Grant (A) | $1.31 | 3K | $4K | 1.2M | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
1 reporting institutions disclosed FBIO position changes in the Q2 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 Q2 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.