| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Whalen James F. | 5.9% | $27.8M | 980K | James F. Whalen | 31 Dec 2024 | |||
| Levitt Randall James | 5.8% | -5% | $30.9M | -$1.28M | 968K | -3.97% | Randall J. Levitt | 26 Aug 2025 |
| Bernstein Joshua | 5.2% | $24.7M | 871K | Joshua Bernstein | 31 Dec 2024 | |||
| Schwartz Steven Jay | 4.4% | $20.9M | 737K | Steven J. Schwartz | 31 Dec 2024 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 6.72M | $214M | +$770K | $31.90 | 111 |
| 2025 Q2 | 6.69M | $225M | +$17.1M | $33.58 | 110 |
| 2025 Q1 | 6.21M | $176M | +$6.37M | $28.33 | 108 |
| 2024 Q4 | 5.94M | $169M | +$19.6M | $28.50 | 102 |
| 2024 Q3 | 5.27M | $136M | +$5.5M | $25.71 | 86 |
| 2024 Q2 | 4.71M | $96.5M | +$8.23M | $20.50 | 79 |
| 2024 Q1 | 4.19M | $87.3M | +$1.87M | $20.83 | 58 |
| 2023 Q4 | 243K | $5.87M | -$1.88M | $24.20 | 1 |
| 2023 Q3 | 4.02M | $76.9M | -$843K | $19.13 | 67 |
| 2023 Q2 | 4M | $72.5M | -$67.8K | $18.10 | 65 |
| 2023 Q1 | 3.91M | $65.1M | -$8.95M | $16.64 | 62 |
| 2022 Q4 | 4.38M | $103M | -$1.76M | $23.54 | 69 |
| 2022 Q3 | 4.45M | $103M | -$3.87M | $23.10 | 67 |
| 2022 Q2 | 4.63M | $100M | +$3.56M | $21.70 | 69 |
| 2022 Q1 | 4.47M | $102M | -$693K | $22.86 | 68 |
| 2021 Q4 | 4.51M | $118M | +$2.42M | $26.20 | 71 |
| 2021 Q3 | 4.41M | $106M | +$4.59M | $24.06 | 65 |
| 2021 Q2 | 4.26M | $87.4M | +$13.7M | $20.45 | 66 |
| 2021 Q1 | 3.61M | $69.7M | +$8.71M | $19.29 | 52 |
| 2020 Q4 | 3.18M | $44.3M | +$608K | $13.93 | 47 |
| 2020 Q3 | 3.15M | $29.8M | -$1.83M | $9.46 | 43 |
| 2020 Q2 | 3.33M | $35.6M | -$194K | $10.70 | 47 |
| 2020 Q1 | 3.33M | $41.6M | -$105K | $12.52 | 42 |
| 2019 Q4 | 3.26M | $48.6M | +$2.57M | $14.89 | 42 |
| 2019 Q3 | 3.09M | $42M | +$695K | $13.62 | 41 |
| 2019 Q2 | 3.11M | $38.2M | +$1.46M | $12.30 | 38 |
| 2019 Q1 | 3M | $34.9M | +$1.69M | $11.62 | 38 |
| 2018 Q4 | 2.86M | $32.6M | +$6.55M | $11.41 | 36 |
| 2018 Q3 | 2.22M | $27.6M | +$27.6M | $12.72 | 18 |