| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 9.2% | $103M | 2M | HALBERT HARGROVE GLOBAL ADVISORS, LLC | Feb 7, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2024 Q4 | 8.47K | $438K | +$404K | $51.72 | 1 |
| 2024 Q3 | 661 | $39.1K | $0 | $59.09 | 1 |
| 2024 Q2 | 661 | $36K | $0 | $54.51 | 1 |
| 2024 Q1 | 661 | $31.6K | $0 | $47.86 | 1 |
| 2023 Q4 | 661 | $31.6K | $0 | $47.86 | 1 |
| 2023 Q3 | 10.5K | $795K | $0 | $75.83 | 1 |
| 2023 Q2 | 0 | $0 | -$391K | 0 | |
| 2023 Q1 | 9.1K | $391K | $0 | $42.99 | 1 |
| 2022 Q4 | 9.1K | $362K | -$389K | $39.78 | 1 |
| 2022 Q3 | 18.9K | $702K | +$702K | $37.20 | 1 |
| 2021 Q4 | 0 | $0 | -$5.16M | 0 | |
| 2021 Q3 | 135K | $5.16M | +$5.16M | $38.33 | 1 |
| 2020 Q4 | 0 | $0 | -$7.3M | 0 | |
| 2020 Q3 | 179K | $7.3M | +$7.05M | $40.80 | 1 |
| 2020 Q2 | 31.4K | $247K | +$218K | $7.86 | 2 |
| 2020 Q1 | 3.69K | $29K | -$1.21M | $7.86 | 1 |
| 2019 Q4 | 159K | $1.24M | +$1.18M | $7.83 | 2 |
| 2019 Q3 | 7.69K | $64K | -$68.2M | $8.24 | 3 |
| 2019 Q2 | 8.35M | $68.2M | -$7.3M | $8.17 | 3 |
| 2019 Q1 | 9.24M | $75.7M | -$16M | $8.20 | 3 |
| 2018 Q4 | 11.2M | $92.3M | +$5.72M | $8.27 | 3 |
| 2018 Q3 | 10.5M | $97M | +$1.07M | $9.25 | 3 |
| 2018 Q2 | 10.4M | $94.5M | -$1.1M | $9.10 | 3 |
| 2018 Q1 | 10.5M | $95M | +$20M | $9.04 | 5 |
| 2017 Q4 | 8.29M | $74.5M | +$2.96M | $8.98 | 3 |
| 2017 Q3 | 7.96M | $71.8M | +$2.9M | $9.04 | 2 |
| 2017 Q2 | 7.64M | $79.7M | +$79.3M | $10.41 | 2 |
| 2017 Q1 | 44.3K | $458K | +$353K | $10.35 | 3 |
| 2016 Q4 | 10.1K | $103K | +$103K | $10.15 | 1 |
| 2016 Q2 | 0 | $0 | -$396K | 0 | |
| 2016 Q1 | 38.7K | $396K | +$396K | $10.21 | 2 |
| 2015 Q1 | 0 | $0 | -$26.4M | 0 | |
| 2014 Q4 | 2.6M | $26.4M | +$26.4M | $10.17 | 1 |
| 2014 Q2 | 0 | $0 | -$785K | 0 | |
| 2014 Q1 | 77.5K | $785K | -$75.9K | $10.13 | 1 |