Advisory Services Network, LLC
· New
Change
+227
Date
Q1 2026
IN
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Advisory Services Network, LLC
· New
Change
+227
Date
Q1 2026
|
Advisory Services Network, LLC | New· Q1 2026 | – | +227 | – | Q1 2026 | |||||
|
Valley Wealth Managers, Inc.
· New
Change
+50
Date
Q1 2026
|
Valley Wealth Managers, Inc. | New· Q1 2026 | – | +50 | – | Q1 2026 | |||||
|
Root Financial Partners, LLC
· New
Change
+21
Date
Q1 2026
|
Root Financial Partners, LLC | New· Q1 2026 | – | +21 | – | Q1 2026 | |||||
|
Triumph Capital Management
· Exited
Change
−6
Δ Own
−100.0%
Date
Q1 2026
|
Triumph Capital Management | Exited· Q1 2026 | – | −6 | −100.0% | Q1 2026 | |||||
|
Eversource Wealth Advisors, LLC
· Added
Change
+5
Date
Q1 2026
|
Eversource Wealth Advisors, LLC | Added· Q1 2026 | – | +5 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Miller Brian
· Director
Grant (A)
1K
|
Miller Brian | Director | Grant (A) | – | 1K | – | 11K | +15.2% | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Sarvikas Juho
· Director
Tax withholding or exercise payment (F)
-$53K
|
Sarvikas Juho | Director | Tax withholding or exercise payment (F) | $7.86 | -7K | -$53K | 244K | −2.7% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Mulhern George
· Director
Grant (A)
2K
|
Mulhern George | Director | Grant (A) | – | 2K | – | 33K | +6.6% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
McClaskey James Paul
· Officer
Tax withholding or exercise payment (F)
-$4K
|
McClaskey James Paul | Officer | Tax withholding or exercise payment (F) | $7.86 | -465 | -$4K | 40K | −1.1% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Gatoff Steven
· Officer
Tax withholding or exercise payment (F)
-$30K
|
Gatoff Steven | Officer | Tax withholding or exercise payment (F) | $7.86 | -4K | -$30K | 223K | −1.7% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Sarvikas Juho
· Director
2 operations
-$111K
|
Sarvikas Juho | Director | 2 operations | $14.14 | -8K | -$111K | 251K | – | Apr 15, 2026 | Apr 17, 2026 | |||||||||
|
McClaskey James Paul
· Officer
2 operations
-$21K
|
McClaskey James Paul | Officer | 2 operations | $14.14 | -1K | -$21K | 41K | – | Apr 15, 2026 | Apr 17, 2026 | |||||||||
|
Gatoff Steven
· CFO
2 operations
-$148K
|
Gatoff Steven | CFO | 2 operations | $14.14 | -10K | -$148K | 226K | – | Apr 15, 2026 | Apr 17, 2026 | |||||||||
|
Gatoff Steven
· Officer
Tax withholding or exercise payment (F)
-$19K
|
Gatoff Steven | Officer | Tax withholding or exercise payment (F) | $12.35 | -2K | -$19K | 237K | – | Feb 28, 2026 | Mar 3, 2026 | |||||||||
|
McClaskey James Paul
· Officer
Tax withholding or exercise payment (F)
-$3K
|
McClaskey James Paul | Officer | Tax withholding or exercise payment (F) | $12.35 | -215 | -$3K | 42K | – | Feb 28, 2026 | Mar 3, 2026 | |||||||||
|
Sarvikas Juho
· Director, Officer
Tax withholding or exercise payment (F)
-$10K
|
Sarvikas Juho | Director, Officer | Tax withholding or exercise payment (F) | $10.48 | -929 | -$10K | 259K | – | Feb 6, 2026 | Feb 9, 2026 | |||||||||
|
Gatoff Steven
· Officer
Tax withholding or exercise payment (F)
-$19K
|
Gatoff Steven | Officer | Tax withholding or exercise payment (F) | $10.89 | -2K | -$19K | 238K | – | Jan 30, 2026 | Feb 3, 2026 | |||||||||
|
McClaskey James Paul
· Officer
Tax withholding or exercise payment (F)
-$2K
|
McClaskey James Paul | Officer | Tax withholding or exercise payment (F) | $10.89 | -215 | -$2K | 42K | – | Jan 30, 2026 | Feb 3, 2026 | |||||||||
|
Sarvikas Juho
· Director, Officer
Tax withholding or exercise payment (F)
-$127K
|
Sarvikas Juho | Director, Officer | Tax withholding or exercise payment (F) | $10.70 | -12K | -$127K | 259K | – | Jan 22, 2026 | Jan 26, 2026 | |||||||||
|
Gatoff Steven
· CFO
Tax withholding or exercise payment (F)
-$18K
|
Gatoff Steven | CFO | Tax withholding or exercise payment (F) | $10.42 | -2K | -$18K | 240K | – | Jan 21, 2026 | Jan 22, 2026 | |||||||||
5 reporting institutions disclosed INSG position changes in the Q1 2026 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 2026.
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.