Ifp Advisors, Inc
· Exited
Change
−951
Δ Own
−100.0%
Date
Q1 2026
PB
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ifp Advisors, Inc
· Exited
Change
−951
Δ Own
−100.0%
Date
Q1 2026
|
Ifp Advisors, Inc | Exited· Q1 2026 | – | −951 | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Avedisian Vann A.
· Director
4 operations
-$13M
|
Avedisian Vann A. | Director | 4 operations | $17.12 | -752K | -$13M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Daniels David Scott
· Officer
4 operations
-$3.3M
|
Daniels David Scott | Officer | 4 operations | $17.12 | -191K | -$3.3M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Atkins Will
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$825K
|
Atkins Will | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -48K | -$825K | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Butler Adrian M.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$1.5M
|
Butler Adrian M. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -90K | -$1.5M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Near David
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$2.7M
|
Near David | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -159K | -$2.7M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Pearson David T.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$845K
|
Pearson David T. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -49K | -$845K | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Head David W.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$2.5M
|
Head David W. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -148K | -$2.5M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Boehm Joseph
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$4.3M
|
Boehm Joseph | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -249K | -$4.3M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Sutton Jill
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$1.3M
|
Sutton Jill | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $17.12 | -77K | -$1.3M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Wright Robert D.
· Director, Officer
4 operations
-$17M
|
Wright Robert D. | Director, Officer | 4 operations | $17.12 | -1.0M | -$17M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Cirulis Steven
· Officer
4 operations
-$8.4M
|
Cirulis Steven | Officer | 4 operations | $17.12 | -492K | -$8.4M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Dixon Adiya
· Officer
4 operations
-$3.6M
|
Dixon Adiya | Officer | 4 operations | $17.12 | -208K | -$3.6M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
McKee Karen Lynette
· Officer
4 operations
-$551K
|
McKee Karen Lynette | Officer | 4 operations | $17.12 | -32K | -$551K | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Douglas Jeffrey
· Officer
4 operations
-$3.8M
|
Douglas Jeffrey | Officer | 4 operations | $17.12 | -220K | -$3.8M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Noyes Adam
· Officer
4 operations
-$8.0M
|
Noyes Adam | Officer | 4 operations | $17.12 | -469K | -$8.0M | 0 | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
1 reporting institutions disclosed PBPB 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.