Koss-Olinger Consulting, LLC
· Exited
Change
−34K
Δ Own
−100.0%
Date
Q4 2025
NV
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Koss-Olinger Consulting, LLC
· Exited
Change
−34K
Δ Own
−100.0%
Date
Q4 2025
|
Koss-Olinger Consulting, LLC | Exited· Q4 2025 | – | −34K | −100.0% | Q4 2025 | |||||
|
Barclays PLC
· Exited
Change
−24K
Δ Own
−100.0%
Date
Q4 2025
|
Barclays PLC | Exited· Q4 2025 | – | −24K | −100.0% | Q4 2025 | |||||
|
Osaic Holdings, Inc.
· Exited
Change
−910
Δ Own
−100.0%
Date
Q4 2025
|
Osaic Holdings, Inc. | Exited· Q4 2025 | – | −910 | −100.0% | Q4 2025 | |||||
|
Ifp Advisors, Inc
· Exited
Change
−105
Δ Own
−100.0%
Date
Q4 2025
|
Ifp Advisors, Inc | Exited· Q4 2025 | – | −105 | −100.0% | Q4 2025 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Freckmann Brian C.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-34K
|
Freckmann Brian C. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -34K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Heraud Benjamin
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-171K
|
Heraud Benjamin | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -171K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Hockman Alexander A.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-365K
|
Hockman Alexander A. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -365K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
O'Brien Maryjo
· Director, Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-264K
|
O'Brien Maryjo | Director, Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -264K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Tong Richard
· Director, Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-53K
|
Tong Richard | Director, Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -53K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Wright Dickerson
· Director, Officer, 10% Owner
9 operations
-7.0M
|
Wright Dickerson | Director, Officer, 10% Owner | 9 operations | – | -7.0M | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Codispoti Edward H.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-89K
|
Codispoti Edward H. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -89K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Dickins Denise
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-22K
|
Dickins Denise | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -22K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Francois Tardan
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-30K
|
Francois Tardan | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -30K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
|
Pruitt William D.
· Director
4 operations
-85K
|
Pruitt William D. | Director | 4 operations | – | -85K | – | 0 | – | Aug 4, 2025 | Aug 6, 2025 | |||||||||
4 reporting institutions disclosed NVEE position changes in the Q4 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 Q4 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.