How many institutions own BEAT stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BEAT shares is 43, representing 10.48% of the company's common stock.

Who are the major shareholders selling HeartBeam, Inc. stock?

ABOUND WEALTH MANAGEMENT, in the last quarter, reduced its stake in BEAT by -100% restricting it's holding to 0 shares of worth nearly -. CLARITY FINANCIAL LLC also lessened -100% of the BEAT shares from its portfolio, reducing its holding to 0 shares of worth -. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC also shunned BEAT shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying BEAT stock?

As per its latest 13F filing, GEODE CAPITAL MANAGEMENT, LLC increased its stake in BEAT by 23.38% in the last quarter. The institutional holder raised its holding to 377.21 thousand shares having worth more than $460.27K. GHP INVESTMENT ADVISORS, INC. also added 100% more shares of BEAT to its portfolio, raising its holding to 2.5 thousand shares of worth $3.05K. VANGUARD GLOBAL ADVISERS, LLC also increased its BEAT shares holding by 100% which brought its holding to 13.31 thousand shares worth $16.24K.

BEAT's major insiders: who are they?

The insider with the most stakes in BEAT is STROME MARK E , director at the company. Additionally, BEAT stock is highly held by director Vajdic Branislav and director Elfrink Willem among others.

Did an insider recently sell BEAT stock?

Company executives, directors, and other insiders own 23.79% percent of HeartBeam, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BEAT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include DE URIOSTE GEORGE, STROME MARK E, and FEROLA PETER.

Which insider recently purchased BEAT stock?

There have been 8 transaction(s) during the past 6-months in which HeartBeam, Inc. insiders have bought stock, totalling 1126250 shares

How much of BEAT does insiders own?

Around 5.66M HeartBeam, Inc. shares are held by insiders, which represents about 23.79% of BEAT stock.

Who is the insider with the largest stake?

BEAT director, STROME MARK E holds the largest portfolio of the company's shares. BEAT shares owned by STROME total nearly 3.65 million.

Which institution holds the most shares in BEAT?

ABOUND WEALTH MANAGEMENT is the largest institutional owner in BEAT which holds 0 shares worth - or 0% of the total BEAT shares outstanding followed by CLARITY FINANCIAL LLC with ownership of 0 shares representing 0% of the BEAT ownership. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is HeartBeam, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BEAT is concerned, it is a stock which is not optionable.

Is there a short position on BEAT's shares?

Number of BEAT shares short is 2.30M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BEAT shares are there?

As of today, 55.51M shares of BEAT are outstanding.

Is there many float in BEAT stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BEAT has 47.17M shares in float.

BEAT short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BEAT is 3.36.

HeartBeam (BEAT) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares4.14

Short Percent Of Float4.56

Shares Outstanding55.51M

Shares Float47.17M

Shares Short2.30M

Short Ratio3.36

4.56%

Short % of Float

4.14%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

23.79% Percentage of Shares held by All Insiders

10.48% Percentage of Shares held by All Institutions

13.75% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 10.48% of BEAT shares are held by financial institutions. ABOUND WEALTH MANAGEMENT is the top corporate investor, holding 0 shares valued at -. A 0% stake in HeartBeam, Inc. is owned by the company. CLARITY FINANCIAL LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ABOUND WEALTH MANAGEMENT	0%	0	-	-1.6K	-100.00%
Mar 31, 2026	CLARITY FINANCIAL LLC	0%	0	-	-10.5K	-100.00%
Mar 31, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0%	0	-	-10K	-100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-11K	-100.00%
Mar 31, 2026	VIRTU FINANCIAL LLC	0%	0	-	-29.32K	-100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-500	-100.00%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.12%	377.21K	460.27K	71.47K	+23.38%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.01%	1.93K	2.35K	0	0
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	0.01%	2.5K	3.05K	2.5K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.01%	3K	4K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.04%	13.31K	16.24K	13.31K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.04%	15K	18.3K	0	0
Mar 31, 2026	CENTIVA CAPITAL, LP	0.1%	34.71K	42.34K	34.71K	+100.00%
Mar 31, 2026	CITIGROUP INC	0%	232	283	231	+23,100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	1K	1.22K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	1K	1.22K	0	0
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0%	1.25K	1.53K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.03%	9.25K	11.29K	0	0
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.03%	10K	12.2K	0	0
Mar 31, 2026	D'ORAZIO & ASSOCIATES, INC.	0.15%	48.99K	59.77K	0	0
Mar 31, 2026	SMITH, SALLEY & ASSOCIATES	1.09%	367.65K	448.53K	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.36K	8.98K	7.36K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1K	1.22K	0	0
Mar 31, 2026		0.03%	10.63K	12.97K	10.63K	+100.00%
Mar 31, 2026	ADVISORY RESEARCH INC	0.15%	50K	61K	0	0
Mar 31, 2026	NORTHERN TRUST CORP	0.17%	58.16K	70.96K	0	0
Mar 31, 2026	MORGAN STANLEY	0.17%	58.6K	71.49K	-3.03K	-4.92%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-57	-100.00%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0%	0	-	-15K	-100.00%
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0%	0	-	-30.65K	-100.00%
Mar 31, 2026	BLACKROCK, INC.	2.66%	898.32K	1.1M	6.16K	+0.69%
Mar 31, 2026	UBS GROUP AG	0.99%	335.19K	408.93K	-118.53K	-26.12%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.73%	247.46K	301.9K	247.46K	+100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.62%	208.19K	253.99K	69.01K	+49.58%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.62%	208.19K	253.99K	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.52%	173.94K	212.21K	-1.25K	-0.71%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.45%	150.06K	183.08K	150.06K	+100.00%
Mar 31, 2026	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.28%	94.4K	115.17K	0	0
Mar 31, 2026	CANNON FINANCIAL STRATEGISTS, INC.	0.22%	72.79K	88.8K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	51K	62.22K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-22.83K	-100.00%
Mar 31, 2026	OWLS NEST PARTNERS IA, LLC	0.07%	25.05K	30.56K	25.05K	+100.00%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0.1%	34.16K	41.68K	8.66K	+33.96%
Mar 31, 2026	XTX TOPCO LTD	0.04%	11.92K	14.54K	11.92K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.31%	105.95K	129.26K	3.9K	+3.82%
Mar 31, 2026	STATE STREET CORP	0.37%	125.47K	153.08K	0	0
Mar 31, 2026	SIGMA PLANNING CORP	0.39%	132.55K	161.71K	70.9K	+115.00%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.61%	208.19K	499.66K	69.01K	+49.58%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.01%	1.93K	4.63K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	3K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	2.4K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	500	1.2K	0	0
Dec 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0%	400	960	400	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	57	136	26	+83.87%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.09%	29.32K	70K	29.32K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	102.05K	244.92K	14K	+15.90%
Dec 31, 2025	STATE STREET CORP	0.36%	125.47K	301.14K	47.1K	+60.10%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.4%	139.18K	334.04K	0	0
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.51%	175.19K	420.45K	-800	-0.45%
Dec 31, 2025	SMART WEALTH LLC	0%	0	-	-12K	-100.00%
Dec 31, 2025	BLONG FINANCIAL, LLC	0%	0	-	-10K	-100.00%
Dec 31, 2025	XTX TOPCO LTD	0%	0	-	-16.93K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1.29K	-100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	1K	2.4K	0	0
Dec 31, 2025	ABOUND WEALTH MANAGEMENT	0%	1.6K	3.84K	1.6K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	3K	7K	3K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	9.25K	22.2K	0	0
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.03%	10K	24K	10K	+100.00%
Dec 31, 2025	CLARITY FINANCIAL LLC	0.03%	10.5K	25.21K	10.5K	+100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.03%	10.63K	25.51K	10.63K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	11K	26.4K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.04%	15K	36K	15K	+100.00%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.07%	25.5K	61.2K	25.5K	+100.00%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.09%	30.65K	73.55K	30.65K	+100.00%
Dec 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.14%	48.99K	117.57K	16K	+48.50%
Dec 31, 2025	ADVISORY RESEARCH INC	0.15%	50K	120K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.15%	51K	122.4K	-49K	-49.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-14.54K	-100.00%
Dec 31, 2025	BESSEMER GROUP INC	0%	0	-	-15.2K	-100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-16	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	1	2	-3.89K	-99.97%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	15K	36K	15K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.17%	58.16K	139.59K	8.65K	+17.47%
Dec 31, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.21%	72.79K	174.69K	-5.95K	-7.56%
Dec 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.27%	94.4K	226.56K	20K	+26.88%
Dec 31, 2025	UBS GROUP AG	1.32%	453.72K	1.09M	261.17K	+135.63%
Dec 31, 2025	BLACKROCK, INC.	2.59%	892.17K	2.14M	802.12K	+890.81%
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	24K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	22.83K	54.79K	22.83K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.18%	61.63K	147.92K	-8.99K	-12.73%
Dec 31, 2025	LPL FINANCIAL LLC	0%	0	-	-16K	-100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-37.75K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1K	2.4K	0	0
Dec 31, 2025	SIGMA PLANNING CORP	0.18%	61.65K	147.96K	19.25K	+45.40%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.89%	305.74K	733.91K	12.14K	+4.14%
Dec 31, 2025	SMITH, SALLEY & ASSOCIATES	1.07%	367.65K	882.35K	0	0
Dec 31, 2025	VANGUARD GROUP INC	3.15%	1.08M	2.6M	-34.18K	-3.06%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.87%	293.6K	484.53K	38.73K	+15.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	37.75K	62.29K	14.75K	+64.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.05%	16K	26.4K	0	0
Sep 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.1%	32.99K	54.43K	0	0
Sep 30, 2025	SMART WEALTH LLC	0.04%	12K	19.8K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.29K	2.13K	-1.27K	-49.69%
Sep 30, 2025	SMITH, SALLEY & ASSOCIATES	1.09%	367.65K	606.62K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	500	825	500	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	1K	1.65K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1K	1.65K	0	0
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.52%	175.99K	290.38K	33.34K	+23.38%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-247.06K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	1.65K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.06K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	9.25K	15.26K	-1K	-9.76%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.41%	139.18K	229.65K	0	0
Sep 30, 2025	XTX TOPCO LTD	0.05%	16.93K	27.93K	16.93K	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-27.35K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.57%	192.55K	317.71K	-6.71K	-3.37%
Sep 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	16.5K	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	14.54K	24K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.01%	1.93K	3.18K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	31	52	-238	-88.48%
Sep 30, 2025	BARCLAYS PLC	0%	16	26	16	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-38.47K	-100.00%
Sep 30, 2025	HRT FINANCIAL LP	0%	0	-	-20.85K	-100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0%	0	-	-15.27K	-100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0%	0	-	-23.8K	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	3.31%	1.12M	1.85M	0	0
Sep 30, 2025	BLONG FINANCIAL, LLC	0.03%	10K	16.5K	0	0
Sep 30, 2025	MORGAN STANLEY	0.21%	70.62K	116.53K	-2.1K	-2.89%
Sep 30, 2025	ADVISORY RESEARCH INC	0.15%	50K	82.5K	0	0
Sep 30, 2025	BESSEMER GROUP INC	0.04%	15.2K	25K	15.2K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	11K	18.15K	0	0
Sep 30, 2025	CITIGROUP INC	0.01%	3.89K	6.42K	3.89K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	42.4K	69.96K	-31.45K	-42.59%
Sep 30, 2025	NORTHERN TRUST CORP	0.15%	49.52K	81.7K	0	0
Sep 30, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.22%	74.4K	122.76K	0	0
Sep 30, 2025	STATE STREET CORP	0.23%	78.37K	129.32K	0	0
Sep 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.23%	78.74K	129.92K	10K	+14.55%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	88.05K	145.28K	59.87K	+212.48%
Sep 30, 2025	BLACKROCK, INC.	0.27%	90.04K	148.57K	1.84K	+2.08%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	100K	165K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.41%	139.18K	229.65K	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	14.54K	18.18K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	0.22%	73.85K	92.31K	400	+0.54%
Jun 30, 2025	MORGAN STANLEY	0.21%	72.72K	90.9M	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.09%	29.63K	37.04M	29.63K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.07%	23K	28.75M	23K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-10.4K	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	3.31%	1.12M	1.4M	295.38K	+35.89%
Jun 30, 2025	ADVISORY RESEARCH INC	0.15%	50K	62.5K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	1.93K	2.41K	1.93K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	1.25K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	269	336	80	+42.33%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	1.56K	0	0
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.42%	142.65K	178.31K	0	0
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.41%	139.18K	173.98K	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.41%	139.18K	173.98K	0	0
Jun 30, 2025	SMITH, SALLEY & ASSOCIATES	1.09%	367.65K	459.56K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	254.87K	318.65K	7.5K	+3.03%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.73%	247.06K	308.82K	147.06K	+147.06%
Jun 30, 2025	UBS GROUP AG	0.59%	199.27K	249.08K	-3.77K	-1.86%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	100K	125K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.26%	88.21K	110.26K	14.4K	+19.51%
Jun 30, 2025	STATE STREET CORP	0.23%	78.37K	97.97K	0	0
Jun 30, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.22%	74.4K	93K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.15%	49.52K	61.89K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	38.47K	48.09K	-20.29K	-34.53%
Jun 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.1%	32.99K	41.23K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	28.18K	35.22K	14.24K	+102.20%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.08%	27.35K	34K	27.35K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.06%	20.85K	26K	20.85K	+100.00%
Jun 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.2%	68.74K	85.92K	-11.65K	-14.49%
Jun 30, 2025	SMART WEALTH LLC	0.04%	12K	15K	0	0
Jun 30, 2025	BLONG FINANCIAL, LLC	0.03%	10K	12.5K	0	0
Jun 30, 2025	SQUAREPOINT OPS LLC	0.07%	23.8K	29.75K	23.8K	+100.00%
Jun 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	12.5K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.56K	3.2K	760	+42.22%
Jun 30, 2025	LPL FINANCIAL LLC	0.05%	16K	20K	-8.13K	-33.70%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	15.27K	19.09K	15.27K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	11K	13.75K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	10.25K	12.81K	0	0
Jun 30, 2025		0.03%	10K	12.5K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1K	1.25K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	1K	1.25K	-10K	-90.91%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-44	-100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	11K	22.11K	0	0
Mar 31, 2025	VANGUARD GROUP INC	2.71%	823.01K	1.65M	59.31K	+7.77%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	11K	22.11K	11K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	13.94K	28.01K	13.94K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	14.54K	29.23K	0	0
Mar 31, 2025	SMITH, SALLEY & ASSOCIATES	1.21%	367.65K	738.97K	117.65K	+47.06%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.81%	247.37K	497.34K	5.53K	+2.29%
Mar 31, 2025		0.03%	10K	20.1K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	189	380	9	+5.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.16%	49.52K	99.53K	0	0
Mar 31, 2025	ADVISORY RESEARCH INC	0.16%	50K	100.5K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.08%	24.13K	48.51K	2.4K	+11.04%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	58.77K	118.12K	15.17K	+34.78%
Mar 31, 2025	MORGAN STANLEY	0.24%	72.72K	146.17K	66.67K	+1,100.83%
Mar 31, 2025	SIGMA PLANNING CORP	0.24%	73.45K	147.64K	73.45K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.24%	73.81K	148.36K	-957	-1.28%
Mar 31, 2025	STATE STREET CORP	0.26%	78.37K	157.53K	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.33%	100K	201K	-33.33K	-25.00%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.46%	139.18K	279.76K	0	0
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.46%	139.18K	279.76K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	2.01K	-10.6K	-91.38%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-4.9K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1K	2.01K	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.51K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	10.4K	20.9K	0	0
Mar 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	20.1K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.8K	3.62K	30	+1.69%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	44	88	-3	-6.38%
Mar 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.11%	32.99K	66.3K	0	0
Mar 31, 2025	FMR LLC	0%	0	-	-336	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	10.25K	20.6K	-4K	-28.07%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.33%	100K	201K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.47%	142.65K	286.72K	38.3K	+36.70%
Mar 31, 2025	UBS GROUP AG	0.67%	203.04K	408.11K	43.04K	+26.90%
Mar 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.24%	74.4K	149.54K	0	0
Mar 31, 2024	PASADENA PRIVATE WEALTH, LLC	0.31%	82.56K	179.98K	-775	-0.93%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0.95%	250K	545K	50K	+25.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	11.6K	25.28K	0	0
Mar 31, 2024	FIRST FOUNDATION ADVISORS	0.05%	13.1K	28.56K	3.1K	+31.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	14.54K	31.7K	0	0
Mar 31, 2024	BLACKROCK INC.	0.09%	23.61K	51.47K	0	0
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.51%	133.33K	290.67K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.79%	208.69K	455.07K	8.26K	+4.12%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0%	0	-	-12.98K	-100.00%
Mar 31, 2024	LEE FINANCIAL CO	0%	0	-	-1K	-100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-18.24K	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-26	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-33	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	159	347	3	+1.92%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.73K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.97K	6.48K	-5.46K	-64.76%
Mar 31, 2024	MORGAN STANLEY	0.03%	8.02K	17.49K	2K	+33.21%
Mar 31, 2024	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.04%	10K	21.8K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	11K	23.98K	10K	+1,000.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.11%	28.87K	63K	-112.84K	-79.63%
Mar 31, 2024	D'ORAZIO & ASSOCIATES, INC.	0.13%	32.99K	71.91K	0	0
Mar 31, 2024	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.17%	44.9K	97.88K	0	0
Mar 31, 2024	BAKER AVENUE ASSET MANAGEMENT, LP	0.18%	46.61K	101.62K	-54	-0.12%
Mar 31, 2024	NORTHERN TRUST CORP	0.18%	47.33K	103.17K	0	0
Mar 31, 2024	ADVISORY RESEARCH INC	0.19%	50K	109K	0	0
Mar 31, 2024	STATE STREET CORP	0.25%	65.27K	142.3K	0	0
Mar 31, 2024	UBS GROUP AG	0.61%	161.62K	352.32K	-16.1K	-9.06%
Mar 31, 2024	VANGUARD GROUP INC	2.25%	591.96K	1.29M	91.44K	+18.27%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.34%	90.29K	196.83K	8.13K	+9.89%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.38%	100K	218K	0	0
Dec 31, 2023	BLACKROCK INC.	0.09%	23.61K	55.49K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	26	62	-106	-80.30%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	33	78	8	+32.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	156	367	8	+5.41%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	1K	2.35K	0	0
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.94K	0	0
Dec 31, 2023	MORGAN STANLEY	0.02%	6.02K	14.15K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	8.44K	19.83K	5.42K	+179.52%
Dec 31, 2023	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.04%	10K	23.5K	0	0
Dec 31, 2023	FIRST FOUNDATION ADVISORS	0.04%	10K	23.5K	10K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.04%	11.6K	27.25K	11.6K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.05%	12.98K	24.15K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	14.54K	34.18K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.07%	18.24K	42.86K	-29.64K	-61.90%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.07%	19.75K	46.41K	0	0
Dec 31, 2023	D'ORAZIO & ASSOCIATES, INC.	0.12%	32.99K	77.52K	0	0
Dec 31, 2023	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.17%	44.9K	105.52K	0	0
Dec 31, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0.18%	46.67K	109.67K	-20K	-30.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.18%	47.33K	111.21K	0	0
Dec 31, 2023	ADVISORY RESEARCH INC	0.19%	50K	117.5K	0	0
Dec 31, 2023	STATE STREET CORP	0.25%	65.27K	153.39K	0	0
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.31%	82.17K	193.09K	7.3K	+9.75%
Dec 31, 2023	PASADENA PRIVATE WEALTH, LLC	0.32%	83.33K	195.84K	83.33K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.38%	100K	235K	0	0
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.5%	133.33K	313.34K	0	0
Dec 31, 2023	VIRTU FINANCIAL LLC	0.54%	141.71K	333K	141.71K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.67%	177.71K	417.63K	17.71K	+11.07%
Dec 31, 2023	SMITH, SALLEY & ASSOCIATES	0.76%	200K	470K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.76%	200.44K	471.14K	0	0
Dec 31, 2023	VANGUARD GROUP INC	1.89%	500.52K	1.18M	206.04K	+69.97%
Sep 30, 2023	D'ORAZIO & ASSOCIATES, INC.	0.17%	32.99K	-	0	0
Sep 30, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-10K	-100.00%
Sep 30, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0%	0	-	-10K	-100.00%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0%	148	-	-14	-8.64%
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.01%	1K	-	0	0
Sep 30, 2023	LARSON FINANCIAL GROUP LLC	0.01%	1.25K	-	0	0
Sep 30, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	3.02K	-	-2.11K	-41.14%
Sep 30, 2023	MORGAN STANLEY	0.03%	6.02K	-	-2.9K	-32.49%
Sep 30, 2023	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.05%	10K	-	0	0
Sep 30, 2023	AE WEALTH MANAGEMENT LLC	0.07%	12.98K	-	0	0
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	14.54K	-	0	0
Sep 30, 2023	HARBOUR INVESTMENTS, INC.	0.1%	19.75K	-	-4.8K	-19.55%
Sep 30, 2023	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.23%	44.9K	-	2K	+4.66%
Sep 30, 2023	BLACKROCK INC.	0.12%	23.61K	-	0	0
Sep 30, 2023	SMITH, SALLEY & ASSOCIATES	1.02%	200K	-	0	0
Sep 30, 2023	UBS GROUP AG	0.81%	160K	-	-1.32K	-0.82%
Sep 30, 2023	BEACON POINTE ADVISORS, LLC	0.68%	133.33K	-	0	0
Sep 30, 2023	STIFEL FINANCIAL CORP	0.51%	100K	-	0	0
Sep 30, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.38%	74.87K	-	7.5K	+11.13%
Sep 30, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0.34%	66.67K	-	0	0
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.02%	200.44K	-	-8.08K	-3.88%
Sep 30, 2023	ADVISORY RESEARCH INC	0.25%	50K	-	-50K	-50.00%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.24%	47.88K	-	-810	-1.66%
Sep 30, 2023	NORTHERN TRUST CORP	0.24%	47.33K	-	0	0

Insiders

Among the BEAT insiders holding of 23.79% of the stake in company, STROME MARK E, director, holds the largest shares of 3.65M. VAJDIC BRANISLAV, director, is the second largest BEAT insider with ownership of 909.91K shares. ELFRINK WILLEM, director, stands third with possession of 538.67K shares of that stake.

Insiders	Designation	Shares Held
STROME MARK E	director	3.65M
VAJDIC BRANISLAV	director	909.91K
ELFRINK WILLEM	director	538.67K
FERRARI RICHARD	director	286.64K
CAPPER JOSEPH H	President & CEO	178.36K
GORMAN KIRK E	director	173.32K
ORTIGAS-WEDEKIND MARGA	director	137.29K
PRYSTOWSKY ERIC N	director	125.71K
BROUNSTEIN RICHARD D	Chief Financial Officer	102.08K
CRUICKSHANK TIM	CFO	72.23K
ENO ROBERT PAUL	President	36.74K
JAFF MICHAEL R	director	31.25K
BROADWAY FRED	President BioTel Heart	24.88K
ELFRINK WILLHEM	director	10K
BROUNSTEIN RICHARD	Chief Financial Officer	10K
FEROLA PETER	SVP & General Counsel	8.51K
DE URIOSTE GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 16, 2026	VAJDIC BRANISLAV	PURCHASE	0.80	31.25K	25K	909.91K
Apr 16, 2026	ELFRINK WILLEM	PURCHASE	0.80	187.5K	150K	538.67K
Apr 16, 2026	CRUICKSHANK TIM	PURCHASE	0.80	31.25K	25K	72.23K
Apr 16, 2026	ORTIGAS-WEDEKIND MARGA	PURCHASE	0.80	25K	20K	137.29K
Apr 16, 2026	ENO ROBERT PAUL	PURCHASE	0.80	12.5K	10K	36.74K
Apr 16, 2026	FERRARI RICHARD	PURCHASE	0.80	57.5K	46K	286.64K
Apr 16, 2026	STROME MARK E	PURCHASE	0.80	750K	600K	3.65M
Apr 16, 2026	JAFF MICHAEL R	PURCHASE	0.80	31.25K	25K	31.25K
Dec 18, 2025	DE URIOSTE GEORGE	SALE	2.83	33.19K	93.91K	0
Dec 17, 2025	DE URIOSTE GEORGE	SALE	3.68	23.96K	88.18K	33.19K
Dec 17, 2025	STROME MARK E	SALE	3.58	250K	895K	2.9M
Feb 14, 2025	FERRARI RICHARD	PURCHASE	1.70	29.41K	50K	179.14K
Feb 14, 2025	CRUICKSHANK TIM	PURCHASE	1.70	17.65K	30K	17.65K
Sep 06, 2024	DE URIOSTE GEORGE	SALE	2.34	1.67K	3.92K	57.15K
Aug 30, 2024	DE URIOSTE GEORGE	SALE	2.31	5.5K	12.71K	58.82K
Aug 27, 2024	DE URIOSTE GEORGE	SALE	2.26	2.19K	4.96K	64.32K
Aug 26, 2024	DE URIOSTE GEORGE	SALE	2.38	300	714	66.51K
Aug 23, 2024	DE URIOSTE GEORGE	SALE	2.30	2.5K	5.75K	66.81K
Sep 29, 2023	DE URIOSTE GEORGE	SALE	2.06	5.5K	11.33K	36.13K
Sep 28, 2023	DE URIOSTE GEORGE	SALE	2.04	8K	16.32K	41.63K
Sep 27, 2023	DE URIOSTE GEORGE	SALE	2.11	1.83K	3.87K	49.63K
Sep 26, 2023	DE URIOSTE GEORGE	SALE	2.09	5K	10.45K	51.46K
Sep 22, 2023	DE URIOSTE GEORGE	SALE	2.21	2.39K	5.29K	56.46K
Sep 21, 2023	DE URIOSTE GEORGE	SALE	2.41	100	241	58.86K
Sep 20, 2023	DE URIOSTE GEORGE	SALE	2.46	883	2.17K	58.96K
Sep 18, 2023	DE URIOSTE GEORGE	SALE	2.46	5K	12.3K	59.84K
Sep 15, 2023	DE URIOSTE GEORGE	SALE	2.43	4.27K	10.37K	64.84K
Sep 14, 2023	DE URIOSTE GEORGE	SALE	2.17	5K	10.85K	69.11K
Sep 13, 2023	DE URIOSTE GEORGE	SALE	1.95	3.12K	6.09K	74.11K
Mar 30, 2022	BROUNSTEIN RICHARD	PURCHASE	0.00	10K	-	10K
Mar 29, 2022	VAJDIC BRANISLAV	PURCHASE	0.00	10K	-	35K
Dec 30, 2021	VAJDIC BRANISLAV	PURCHASE	0.00	25K	-	25K
Dec 21, 2021	ELFRINK WILLHEM	PURCHASE	0.00	10K	-	10K
Dec 21, 2021	BROUNSTEIN RICHARD D	PURCHASE	3.37	5K	16.85K	102.08K
Nov 11, 2021	ORTIGAS-WEDEKIND MARGA	PURCHASE	5.99	9K	53.91K	16.82K
Nov 11, 2021	BROUNSTEIN RICHARD D	PURCHASE	5.99	5K	29.95K	97.08K
Dec 31, 2019	FEROLA PETER	SALE	46.62	5.07K	236.13K	8.51K
Sep 04, 2019	FEROLA PETER	SALE	39.03	44.28K	1.73M	8.51K
May 03, 2019	GORMAN KIRK E	SALE	53.69	5.52K	296.26K	173.32K
Apr 30, 2019	GORMAN KIRK E	SALE	54.37	5.52K	300.01K	173.32K
Nov 01, 2018	FEROLA PETER	SALE	60.61	75K	4.55M	15.07K
Oct 01, 2018	GORMAN KIRK E	SALE	65.07	625	40.67K	173.32K
Sep 28, 2018	BROADWAY FRED	SALE	65.00	90.11K	5.86M	24.88K
Sep 17, 2018	GORMAN KIRK E	SALE	62.30	625	38.94K	173.32K
Jul 27, 2018	CAPPER JOSEPH H	SALE	53.14	90.85K	4.83M	178.36K
Jul 26, 2018	CAPPER JOSEPH H	SALE	54.26	209.15K	11.35M	178.36K
Jul 23, 2018	GORMAN KIRK E	SALE	50.74	7.5K	380.55K	173.32K
Jul 02, 2018	GORMAN KIRK E	SALE	45.49	7.5K	341.18K	173.32K
Jun 13, 2018	CAPPER JOSEPH H	SALE	44.18	65.79K	2.91M	178.36K
Jun 12, 2018	CAPPER JOSEPH H	SALE	43.88	79.29K	3.48M	178.36K
Jun 11, 2018	CAPPER JOSEPH H	SALE	43.45	54.92K	2.39M	178.36K
May 11, 2018	FEROLA PETER	SALE	40.42	67.37K	2.72M	15.07K
Mar 13, 2018	BROADWAY FRED	SALE	34.17	54.16K	1.85M	24.88K
Mar 20, 2017	BROADWAY FRED	SALE	26.90	3.43K	92.24K	25.42K
Feb 21, 2017	BROADWAY FRED	SALE	24.81	8.07K	200.22K	28.85K
Sep 19, 2016	BROADWAY FRED	SALE	18.50	1.15K	21.29K	36.74K
Sep 13, 2016	CAPPER JOSEPH H	SALE	18.23	26.85K	489.42K	189.84K
Sep 13, 2016	FEROLA PETER	SALE	18.23	4.35K	79.34K	26.64K
Sep 09, 2016	BROADWAY FRED	SALE	17.84	3.15K	56.12K	37.89K
Sep 08, 2016	BROADWAY FRED	SALE	18.06	2.84K	51.24K	41.03K
Sep 08, 2016	FEROLA PETER	SALE	18.10	2.21K	40K	26.64K
Sep 08, 2016	CAPPER JOSEPH H	SALE	18.10	13.63K	246.74K	216.69K
Sep 07, 2016	FEROLA PETER	SALE	18.52	4.24K	78.47K	26.64K
Sep 07, 2016	BROADWAY FRED	SALE	18.51	3.85K	71.23K	43.87K
Sep 07, 2016	CAPPER JOSEPH H	SALE	18.52	26.13K	483.98K	230.32K
Sep 06, 2016	CAPPER JOSEPH H	SALE	18.29	30.6K	559.58K	256.45K
Sep 06, 2016	FEROLA PETER	SALE	18.29	4.96K	90.72K	26.64K
Sep 06, 2016	BROADWAY FRED	SALE	18.28	4.66K	85.22K	47.72K
Sep 02, 2016	CAPPER JOSEPH H	SALE	18.75	29.95K	561.62K	287.05K
Sep 02, 2016	BROADWAY FRED	SALE	18.75	4.47K	83.74K	52.38K
Sep 02, 2016	FEROLA PETER	SALE	18.75	1.24K	23.27K	26.64K
Sep 01, 2016	CAPPER JOSEPH H	SALE	18.67	30.38K	567.1K	317K
Sep 01, 2016	BROADWAY FRED	SALE	19.67	4.91K	96.6K	56.85K
Sep 01, 2016	FEROLA PETER	SALE	18.67	4.93K	91.95K	30.25K
Aug 31, 2016	BROADWAY FRED	SALE	18.45	2.61K	48.23K	61.76K
Aug 31, 2016	FEROLA PETER	SALE	18.45	2.8K	51.6K	35.18K
Aug 31, 2016	CAPPER JOSEPH H	SALE	18.45	17.25K	318.21K	347.37K
Aug 30, 2016	FEROLA PETER	SALE	19.07	2.4K	45.81K	37.97K
Aug 30, 2016	BROADWAY FRED	SALE	19.07	2.24K	42.79K	64.37K
Aug 30, 2016	CAPPER JOSEPH H	SALE	19.07	14.81K	282.45K	364.62K
Aug 29, 2016	CAPPER JOSEPH H	SALE	18.95	33.69K	638.35K	379.43K
Aug 29, 2016	BROADWAY FRED	SALE	18.95	5.11K	96.74K	66.61K
Aug 29, 2016	FEROLA PETER	SALE	18.95	5.46K	103.5K	40.38K
Aug 26, 2016	CAPPER JOSEPH H	SALE	19.20	31.49K	604.59K	413.12K
Aug 26, 2016	BROADWAY FRED	SALE	19.20	4.77K	91.62K	71.72K
Aug 26, 2016	FEROLA PETER	SALE	19.20	5.11K	98.04K	45.84K
Aug 25, 2016	BROADWAY FRED	SALE	19.16	5.88K	112.6K	76.49K
Aug 25, 2016	CAPPER JOSEPH H	SALE	19.16	38.79K	743.12K	450.61K
Aug 25, 2016	FEROLA PETER	SALE	19.16	6.29K	120.5K	50.94K
Aug 24, 2016	CAPPER JOSEPH H	SALE	20.11	40.16K	807.62K	489.39K
Aug 24, 2016	BROADWAY FRED	SALE	20.11	6.09K	122.39K	82.37K
Aug 24, 2016	FEROLA PETER	SALE	20.11	6.51K	130.96K	57.23K
Aug 23, 2016	CAPPER JOSEPH H	SALE	20.67	17.01K	351.56K	529.55K
Aug 23, 2016	FEROLA PETER	SALE	20.67	2.76K	57.01K	63.75K
Aug 23, 2016	BROADWAY FRED	SALE	20.67	2.58K	53.29K	88.45K
Aug 22, 2016	BROADWAY FRED	SALE	20.85	3.38K	70.45K	91.03K
Aug 22, 2016	FEROLA PETER	SALE	20.85	3.62K	75.39K	66.5K
Aug 22, 2016	CAPPER JOSEPH H	SALE	20.85	22.3K	464.91K	546.56K
Aug 19, 2016	FEROLA PETER	SALE	20.96	9.04K	189.37K	70.12K
Aug 19, 2016	BROADWAY FRED	SALE	20.96	9.05K	189.67K	94.41K
Aug 19, 2016	CAPPER JOSEPH H	SALE	20.96	9.05K	189.67K	568.86K
May 09, 2014	GORMAN KIRK E	PURCHASE	7.31	6.5K	47.52K	166.44K
Nov 22, 2013	PRYSTOWSKY ERIC N	SALE	10.65	1.25K	13.32K	125.71K
Sep 05, 2012	CAPPER JOSEPH H	PURCHASE	2.17	10.75K	23.32K	350.36K
Sep 04, 2012	CAPPER JOSEPH H	PURCHASE	2.32	12.8K	29.68K	339.61K
Aug 31, 2012	CAPPER JOSEPH H	PURCHASE	2.28	2.6K	5.93K	329.42K
Aug 29, 2012	CAPPER JOSEPH H	PURCHASE	2.27	4.6K	10.44K	326.82K
Aug 28, 2012	CAPPER JOSEPH H	PURCHASE	2.19	1.3K	2.85K	322.22K
Aug 27, 2012	CAPPER JOSEPH H	PURCHASE	2.12	1.6K	3.39K	320.92K
Aug 24, 2012	CAPPER JOSEPH H	PURCHASE	2.13	800	1.7K	319.32K
Aug 23, 2012	CAPPER JOSEPH H	PURCHASE	2.11	1.1K	2.32K	318.52K
Aug 22, 2012	CAPPER JOSEPH H	PURCHASE	2.08	8.5K	17.68K	317.42K
Aug 21, 2012	CAPPER JOSEPH H	PURCHASE	2.01	800	1.61K	308.92K
Aug 20, 2012	CAPPER JOSEPH H	PURCHASE	1.97	14.16K	27.9K	308.12K
Aug 17, 2012	CAPPER JOSEPH H	PURCHASE	2.10	9.8K	20.58K	293.96K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.13M8

SALES00

NET SHARES1.13M8

SHARES HELD5.66M8

% NET SHARES-80.11%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares4.14

Short Percent Of Float4.56

Shares Outstanding55.51M

Shares Float47.17M

Shares Short2.30M

Short Ratio3.36

4.56%

Short % of Float

4.14%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

23.79% Percentage of Shares held by All Insiders

10.48% Percentage of Shares held by All Institutions

13.75% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ABOUND WEALTH MANAGEMENT	0%	0	-	-1.6K	-100.00%
Mar 31, 2026	CLARITY FINANCIAL LLC	0%	0	-	-10.5K	-100.00%
Mar 31, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0%	0	-	-10K	-100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-11K	-100.00%
Mar 31, 2026	VIRTU FINANCIAL LLC	0%	0	-	-29.32K	-100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-500	-100.00%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.12%	377.21K	460.27K	71.47K	+23.38%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.01%	1.93K	2.35K	0	0
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	0.01%	2.5K	3.05K	2.5K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.01%	3K	4K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.04%	13.31K	16.24K	13.31K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.04%	15K	18.3K	0	0
Mar 31, 2026	CENTIVA CAPITAL, LP	0.1%	34.71K	42.34K	34.71K	+100.00%
Mar 31, 2026	CITIGROUP INC	0%	232	283	231	+23,100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	1K	1.22K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	1K	1.22K	0	0
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0%	1.25K	1.53K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.03%	9.25K	11.29K	0	0
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.03%	10K	12.2K	0	0
Mar 31, 2026	D'ORAZIO & ASSOCIATES, INC.	0.15%	48.99K	59.77K	0	0
Mar 31, 2026	SMITH, SALLEY & ASSOCIATES	1.09%	367.65K	448.53K	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.36K	8.98K	7.36K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1K	1.22K	0	0
Mar 31, 2026		0.03%	10.63K	12.97K	10.63K	+100.00%
Mar 31, 2026	ADVISORY RESEARCH INC	0.15%	50K	61K	0	0
Mar 31, 2026	NORTHERN TRUST CORP	0.17%	58.16K	70.96K	0	0
Mar 31, 2026	MORGAN STANLEY	0.17%	58.6K	71.49K	-3.03K	-4.92%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-57	-100.00%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0%	0	-	-15K	-100.00%
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0%	0	-	-30.65K	-100.00%
Mar 31, 2026	BLACKROCK, INC.	2.66%	898.32K	1.1M	6.16K	+0.69%
Mar 31, 2026	UBS GROUP AG	0.99%	335.19K	408.93K	-118.53K	-26.12%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.73%	247.46K	301.9K	247.46K	+100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.62%	208.19K	253.99K	69.01K	+49.58%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.62%	208.19K	253.99K	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.52%	173.94K	212.21K	-1.25K	-0.71%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.45%	150.06K	183.08K	150.06K	+100.00%
Mar 31, 2026	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.28%	94.4K	115.17K	0	0
Mar 31, 2026	CANNON FINANCIAL STRATEGISTS, INC.	0.22%	72.79K	88.8K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	51K	62.22K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-22.83K	-100.00%
Mar 31, 2026	OWLS NEST PARTNERS IA, LLC	0.07%	25.05K	30.56K	25.05K	+100.00%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0.1%	34.16K	41.68K	8.66K	+33.96%
Mar 31, 2026	XTX TOPCO LTD	0.04%	11.92K	14.54K	11.92K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.31%	105.95K	129.26K	3.9K	+3.82%
Mar 31, 2026	STATE STREET CORP	0.37%	125.47K	153.08K	0	0
Mar 31, 2026	SIGMA PLANNING CORP	0.39%	132.55K	161.71K	70.9K	+115.00%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.61%	208.19K	499.66K	69.01K	+49.58%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.01%	1.93K	4.63K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	3K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	2.4K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	500	1.2K	0	0
Dec 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0%	400	960	400	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	57	136	26	+83.87%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.09%	29.32K	70K	29.32K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	102.05K	244.92K	14K	+15.90%
Dec 31, 2025	STATE STREET CORP	0.36%	125.47K	301.14K	47.1K	+60.10%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.4%	139.18K	334.04K	0	0
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.51%	175.19K	420.45K	-800	-0.45%
Dec 31, 2025	SMART WEALTH LLC	0%	0	-	-12K	-100.00%
Dec 31, 2025	BLONG FINANCIAL, LLC	0%	0	-	-10K	-100.00%
Dec 31, 2025	XTX TOPCO LTD	0%	0	-	-16.93K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1.29K	-100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	1K	2.4K	0	0
Dec 31, 2025	ABOUND WEALTH MANAGEMENT	0%	1.6K	3.84K	1.6K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	3K	7K	3K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	9.25K	22.2K	0	0
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.03%	10K	24K	10K	+100.00%
Dec 31, 2025	CLARITY FINANCIAL LLC	0.03%	10.5K	25.21K	10.5K	+100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.03%	10.63K	25.51K	10.63K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	11K	26.4K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.04%	15K	36K	15K	+100.00%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.07%	25.5K	61.2K	25.5K	+100.00%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.09%	30.65K	73.55K	30.65K	+100.00%
Dec 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.14%	48.99K	117.57K	16K	+48.50%
Dec 31, 2025	ADVISORY RESEARCH INC	0.15%	50K	120K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.15%	51K	122.4K	-49K	-49.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-14.54K	-100.00%
Dec 31, 2025	BESSEMER GROUP INC	0%	0	-	-15.2K	-100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-16	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	1	2	-3.89K	-99.97%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	15K	36K	15K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.17%	58.16K	139.59K	8.65K	+17.47%
Dec 31, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.21%	72.79K	174.69K	-5.95K	-7.56%
Dec 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.27%	94.4K	226.56K	20K	+26.88%
Dec 31, 2025	UBS GROUP AG	1.32%	453.72K	1.09M	261.17K	+135.63%
Dec 31, 2025	BLACKROCK, INC.	2.59%	892.17K	2.14M	802.12K	+890.81%
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	24K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	22.83K	54.79K	22.83K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.18%	61.63K	147.92K	-8.99K	-12.73%
Dec 31, 2025	LPL FINANCIAL LLC	0%	0	-	-16K	-100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-37.75K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1K	2.4K	0	0
Dec 31, 2025	SIGMA PLANNING CORP	0.18%	61.65K	147.96K	19.25K	+45.40%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.89%	305.74K	733.91K	12.14K	+4.14%
Dec 31, 2025	SMITH, SALLEY & ASSOCIATES	1.07%	367.65K	882.35K	0	0
Dec 31, 2025	VANGUARD GROUP INC	3.15%	1.08M	2.6M	-34.18K	-3.06%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.87%	293.6K	484.53K	38.73K	+15.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	37.75K	62.29K	14.75K	+64.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.05%	16K	26.4K	0	0
Sep 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.1%	32.99K	54.43K	0	0
Sep 30, 2025	SMART WEALTH LLC	0.04%	12K	19.8K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.29K	2.13K	-1.27K	-49.69%
Sep 30, 2025	SMITH, SALLEY & ASSOCIATES	1.09%	367.65K	606.62K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	500	825	500	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	1K	1.65K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1K	1.65K	0	0
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.52%	175.99K	290.38K	33.34K	+23.38%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-247.06K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	1.65K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.06K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	9.25K	15.26K	-1K	-9.76%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.41%	139.18K	229.65K	0	0
Sep 30, 2025	XTX TOPCO LTD	0.05%	16.93K	27.93K	16.93K	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-27.35K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.57%	192.55K	317.71K	-6.71K	-3.37%
Sep 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	16.5K	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	14.54K	24K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.01%	1.93K	3.18K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	31	52	-238	-88.48%
Sep 30, 2025	BARCLAYS PLC	0%	16	26	16	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-38.47K	-100.00%
Sep 30, 2025	HRT FINANCIAL LP	0%	0	-	-20.85K	-100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0%	0	-	-15.27K	-100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0%	0	-	-23.8K	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	3.31%	1.12M	1.85M	0	0
Sep 30, 2025	BLONG FINANCIAL, LLC	0.03%	10K	16.5K	0	0
Sep 30, 2025	MORGAN STANLEY	0.21%	70.62K	116.53K	-2.1K	-2.89%
Sep 30, 2025	ADVISORY RESEARCH INC	0.15%	50K	82.5K	0	0
Sep 30, 2025	BESSEMER GROUP INC	0.04%	15.2K	25K	15.2K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	11K	18.15K	0	0
Sep 30, 2025	CITIGROUP INC	0.01%	3.89K	6.42K	3.89K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	42.4K	69.96K	-31.45K	-42.59%
Sep 30, 2025	NORTHERN TRUST CORP	0.15%	49.52K	81.7K	0	0
Sep 30, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.22%	74.4K	122.76K	0	0
Sep 30, 2025	STATE STREET CORP	0.23%	78.37K	129.32K	0	0
Sep 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.23%	78.74K	129.92K	10K	+14.55%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	88.05K	145.28K	59.87K	+212.48%
Sep 30, 2025	BLACKROCK, INC.	0.27%	90.04K	148.57K	1.84K	+2.08%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	100K	165K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.41%	139.18K	229.65K	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	14.54K	18.18K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	0.22%	73.85K	92.31K	400	+0.54%
Jun 30, 2025	MORGAN STANLEY	0.21%	72.72K	90.9M	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.09%	29.63K	37.04M	29.63K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.07%	23K	28.75M	23K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-10.4K	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	3.31%	1.12M	1.4M	295.38K	+35.89%
Jun 30, 2025	ADVISORY RESEARCH INC	0.15%	50K	62.5K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	1.93K	2.41K	1.93K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	1.25K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	269	336	80	+42.33%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	1.56K	0	0
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.42%	142.65K	178.31K	0	0
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.41%	139.18K	173.98K	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.41%	139.18K	173.98K	0	0
Jun 30, 2025	SMITH, SALLEY & ASSOCIATES	1.09%	367.65K	459.56K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	254.87K	318.65K	7.5K	+3.03%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.73%	247.06K	308.82K	147.06K	+147.06%
Jun 30, 2025	UBS GROUP AG	0.59%	199.27K	249.08K	-3.77K	-1.86%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	100K	125K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.26%	88.21K	110.26K	14.4K	+19.51%
Jun 30, 2025	STATE STREET CORP	0.23%	78.37K	97.97K	0	0
Jun 30, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.22%	74.4K	93K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.15%	49.52K	61.89K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	38.47K	48.09K	-20.29K	-34.53%
Jun 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.1%	32.99K	41.23K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	28.18K	35.22K	14.24K	+102.20%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.08%	27.35K	34K	27.35K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.06%	20.85K	26K	20.85K	+100.00%
Jun 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.2%	68.74K	85.92K	-11.65K	-14.49%
Jun 30, 2025	SMART WEALTH LLC	0.04%	12K	15K	0	0
Jun 30, 2025	BLONG FINANCIAL, LLC	0.03%	10K	12.5K	0	0
Jun 30, 2025	SQUAREPOINT OPS LLC	0.07%	23.8K	29.75K	23.8K	+100.00%
Jun 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	12.5K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.56K	3.2K	760	+42.22%
Jun 30, 2025	LPL FINANCIAL LLC	0.05%	16K	20K	-8.13K	-33.70%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	15.27K	19.09K	15.27K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	11K	13.75K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	10.25K	12.81K	0	0
Jun 30, 2025		0.03%	10K	12.5K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1K	1.25K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	1K	1.25K	-10K	-90.91%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-44	-100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	11K	22.11K	0	0
Mar 31, 2025	VANGUARD GROUP INC	2.71%	823.01K	1.65M	59.31K	+7.77%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	11K	22.11K	11K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	13.94K	28.01K	13.94K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	14.54K	29.23K	0	0
Mar 31, 2025	SMITH, SALLEY & ASSOCIATES	1.21%	367.65K	738.97K	117.65K	+47.06%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.81%	247.37K	497.34K	5.53K	+2.29%
Mar 31, 2025		0.03%	10K	20.1K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	189	380	9	+5.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.16%	49.52K	99.53K	0	0
Mar 31, 2025	ADVISORY RESEARCH INC	0.16%	50K	100.5K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.08%	24.13K	48.51K	2.4K	+11.04%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	58.77K	118.12K	15.17K	+34.78%
Mar 31, 2025	MORGAN STANLEY	0.24%	72.72K	146.17K	66.67K	+1,100.83%
Mar 31, 2025	SIGMA PLANNING CORP	0.24%	73.45K	147.64K	73.45K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.24%	73.81K	148.36K	-957	-1.28%
Mar 31, 2025	STATE STREET CORP	0.26%	78.37K	157.53K	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.33%	100K	201K	-33.33K	-25.00%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.46%	139.18K	279.76K	0	0
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.46%	139.18K	279.76K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1K	2.01K	-10.6K	-91.38%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-4.9K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1K	2.01K	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.51K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	10.4K	20.9K	0	0
Mar 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.03%	10K	20.1K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.8K	3.62K	30	+1.69%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	44	88	-3	-6.38%
Mar 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.11%	32.99K	66.3K	0	0
Mar 31, 2025	FMR LLC	0%	0	-	-336	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	10.25K	20.6K	-4K	-28.07%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.33%	100K	201K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.47%	142.65K	286.72K	38.3K	+36.70%
Mar 31, 2025	UBS GROUP AG	0.67%	203.04K	408.11K	43.04K	+26.90%
Mar 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.24%	74.4K	149.54K	0	0
Mar 31, 2024	PASADENA PRIVATE WEALTH, LLC	0.31%	82.56K	179.98K	-775	-0.93%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0.95%	250K	545K	50K	+25.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	11.6K	25.28K	0	0
Mar 31, 2024	FIRST FOUNDATION ADVISORS	0.05%	13.1K	28.56K	3.1K	+31.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	14.54K	31.7K	0	0
Mar 31, 2024	BLACKROCK INC.	0.09%	23.61K	51.47K	0	0
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.51%	133.33K	290.67K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.79%	208.69K	455.07K	8.26K	+4.12%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0%	0	-	-12.98K	-100.00%
Mar 31, 2024	LEE FINANCIAL CO	0%	0	-	-1K	-100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-18.24K	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-26	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-33	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	159	347	3	+1.92%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.73K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.97K	6.48K	-5.46K	-64.76%
Mar 31, 2024	MORGAN STANLEY	0.03%	8.02K	17.49K	2K	+33.21%
Mar 31, 2024	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.04%	10K	21.8K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	11K	23.98K	10K	+1,000.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.11%	28.87K	63K	-112.84K	-79.63%
Mar 31, 2024	D'ORAZIO & ASSOCIATES, INC.	0.13%	32.99K	71.91K	0	0
Mar 31, 2024	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.17%	44.9K	97.88K	0	0
Mar 31, 2024	BAKER AVENUE ASSET MANAGEMENT, LP	0.18%	46.61K	101.62K	-54	-0.12%
Mar 31, 2024	NORTHERN TRUST CORP	0.18%	47.33K	103.17K	0	0
Mar 31, 2024	ADVISORY RESEARCH INC	0.19%	50K	109K	0	0
Mar 31, 2024	STATE STREET CORP	0.25%	65.27K	142.3K	0	0
Mar 31, 2024	UBS GROUP AG	0.61%	161.62K	352.32K	-16.1K	-9.06%
Mar 31, 2024	VANGUARD GROUP INC	2.25%	591.96K	1.29M	91.44K	+18.27%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.34%	90.29K	196.83K	8.13K	+9.89%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.38%	100K	218K	0	0
Dec 31, 2023	BLACKROCK INC.	0.09%	23.61K	55.49K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	26	62	-106	-80.30%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	33	78	8	+32.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	156	367	8	+5.41%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	1K	2.35K	0	0
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	1.25K	2.94K	0	0
Dec 31, 2023	MORGAN STANLEY	0.02%	6.02K	14.15K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	8.44K	19.83K	5.42K	+179.52%
Dec 31, 2023	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.04%	10K	23.5K	0	0
Dec 31, 2023	FIRST FOUNDATION ADVISORS	0.04%	10K	23.5K	10K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.04%	11.6K	27.25K	11.6K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.05%	12.98K	24.15K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.06%	14.54K	34.18K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.07%	18.24K	42.86K	-29.64K	-61.90%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.07%	19.75K	46.41K	0	0
Dec 31, 2023	D'ORAZIO & ASSOCIATES, INC.	0.12%	32.99K	77.52K	0	0
Dec 31, 2023	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.17%	44.9K	105.52K	0	0
Dec 31, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0.18%	46.67K	109.67K	-20K	-30.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.18%	47.33K	111.21K	0	0
Dec 31, 2023	ADVISORY RESEARCH INC	0.19%	50K	117.5K	0	0
Dec 31, 2023	STATE STREET CORP	0.25%	65.27K	153.39K	0	0
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.31%	82.17K	193.09K	7.3K	+9.75%
Dec 31, 2023	PASADENA PRIVATE WEALTH, LLC	0.32%	83.33K	195.84K	83.33K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.38%	100K	235K	0	0
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.5%	133.33K	313.34K	0	0
Dec 31, 2023	VIRTU FINANCIAL LLC	0.54%	141.71K	333K	141.71K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.67%	177.71K	417.63K	17.71K	+11.07%
Dec 31, 2023	SMITH, SALLEY & ASSOCIATES	0.76%	200K	470K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.76%	200.44K	471.14K	0	0
Dec 31, 2023	VANGUARD GROUP INC	1.89%	500.52K	1.18M	206.04K	+69.97%
Sep 30, 2023	D'ORAZIO & ASSOCIATES, INC.	0.17%	32.99K	-	0	0
Sep 30, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-10K	-100.00%
Sep 30, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0%	0	-	-10K	-100.00%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0%	148	-	-14	-8.64%
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.01%	1K	-	0	0
Sep 30, 2023	LARSON FINANCIAL GROUP LLC	0.01%	1.25K	-	0	0
Sep 30, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	3.02K	-	-2.11K	-41.14%
Sep 30, 2023	MORGAN STANLEY	0.03%	6.02K	-	-2.9K	-32.49%
Sep 30, 2023	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.05%	10K	-	0	0
Sep 30, 2023	AE WEALTH MANAGEMENT LLC	0.07%	12.98K	-	0	0
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	14.54K	-	0	0
Sep 30, 2023	HARBOUR INVESTMENTS, INC.	0.1%	19.75K	-	-4.8K	-19.55%
Sep 30, 2023	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.23%	44.9K	-	2K	+4.66%
Sep 30, 2023	BLACKROCK INC.	0.12%	23.61K	-	0	0
Sep 30, 2023	SMITH, SALLEY & ASSOCIATES	1.02%	200K	-	0	0
Sep 30, 2023	UBS GROUP AG	0.81%	160K	-	-1.32K	-0.82%
Sep 30, 2023	BEACON POINTE ADVISORS, LLC	0.68%	133.33K	-	0	0
Sep 30, 2023	STIFEL FINANCIAL CORP	0.51%	100K	-	0	0
Sep 30, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.38%	74.87K	-	7.5K	+11.13%
Sep 30, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0.34%	66.67K	-	0	0
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.02%	200.44K	-	-8.08K	-3.88%
Sep 30, 2023	ADVISORY RESEARCH INC	0.25%	50K	-	-50K	-50.00%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.24%	47.88K	-	-810	-1.66%
Sep 30, 2023	NORTHERN TRUST CORP	0.24%	47.33K	-	0	0

Insiders

Insiders	Designation	Shares Held
STROME MARK E	director	3.65M
VAJDIC BRANISLAV	director	909.91K
ELFRINK WILLEM	director	538.67K
FERRARI RICHARD	director	286.64K
CAPPER JOSEPH H	President & CEO	178.36K
GORMAN KIRK E	director	173.32K
ORTIGAS-WEDEKIND MARGA	director	137.29K
PRYSTOWSKY ERIC N	director	125.71K
BROUNSTEIN RICHARD D	Chief Financial Officer	102.08K
CRUICKSHANK TIM	CFO	72.23K
ENO ROBERT PAUL	President	36.74K
JAFF MICHAEL R	director	31.25K
BROADWAY FRED	President BioTel Heart	24.88K
ELFRINK WILLHEM	director	10K
BROUNSTEIN RICHARD	Chief Financial Officer	10K
FEROLA PETER	SVP & General Counsel	8.51K
DE URIOSTE GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 16, 2026	VAJDIC BRANISLAV	PURCHASE	0.80	31.25K	25K	909.91K
Apr 16, 2026	ELFRINK WILLEM	PURCHASE	0.80	187.5K	150K	538.67K
Apr 16, 2026	CRUICKSHANK TIM	PURCHASE	0.80	31.25K	25K	72.23K
Apr 16, 2026	ORTIGAS-WEDEKIND MARGA	PURCHASE	0.80	25K	20K	137.29K
Apr 16, 2026	ENO ROBERT PAUL	PURCHASE	0.80	12.5K	10K	36.74K
Apr 16, 2026	FERRARI RICHARD	PURCHASE	0.80	57.5K	46K	286.64K
Apr 16, 2026	STROME MARK E	PURCHASE	0.80	750K	600K	3.65M
Apr 16, 2026	JAFF MICHAEL R	PURCHASE	0.80	31.25K	25K	31.25K
Dec 18, 2025	DE URIOSTE GEORGE	SALE	2.83	33.19K	93.91K	0
Dec 17, 2025	DE URIOSTE GEORGE	SALE	3.68	23.96K	88.18K	33.19K
Dec 17, 2025	STROME MARK E	SALE	3.58	250K	895K	2.9M
Feb 14, 2025	FERRARI RICHARD	PURCHASE	1.70	29.41K	50K	179.14K
Feb 14, 2025	CRUICKSHANK TIM	PURCHASE	1.70	17.65K	30K	17.65K
Sep 06, 2024	DE URIOSTE GEORGE	SALE	2.34	1.67K	3.92K	57.15K
Aug 30, 2024	DE URIOSTE GEORGE	SALE	2.31	5.5K	12.71K	58.82K
Aug 27, 2024	DE URIOSTE GEORGE	SALE	2.26	2.19K	4.96K	64.32K
Aug 26, 2024	DE URIOSTE GEORGE	SALE	2.38	300	714	66.51K
Aug 23, 2024	DE URIOSTE GEORGE	SALE	2.30	2.5K	5.75K	66.81K
Sep 29, 2023	DE URIOSTE GEORGE	SALE	2.06	5.5K	11.33K	36.13K
Sep 28, 2023	DE URIOSTE GEORGE	SALE	2.04	8K	16.32K	41.63K
Sep 27, 2023	DE URIOSTE GEORGE	SALE	2.11	1.83K	3.87K	49.63K
Sep 26, 2023	DE URIOSTE GEORGE	SALE	2.09	5K	10.45K	51.46K
Sep 22, 2023	DE URIOSTE GEORGE	SALE	2.21	2.39K	5.29K	56.46K
Sep 21, 2023	DE URIOSTE GEORGE	SALE	2.41	100	241	58.86K
Sep 20, 2023	DE URIOSTE GEORGE	SALE	2.46	883	2.17K	58.96K
Sep 18, 2023	DE URIOSTE GEORGE	SALE	2.46	5K	12.3K	59.84K
Sep 15, 2023	DE URIOSTE GEORGE	SALE	2.43	4.27K	10.37K	64.84K
Sep 14, 2023	DE URIOSTE GEORGE	SALE	2.17	5K	10.85K	69.11K
Sep 13, 2023	DE URIOSTE GEORGE	SALE	1.95	3.12K	6.09K	74.11K
Mar 30, 2022	BROUNSTEIN RICHARD	PURCHASE	0.00	10K	-	10K
Mar 29, 2022	VAJDIC BRANISLAV	PURCHASE	0.00	10K	-	35K
Dec 30, 2021	VAJDIC BRANISLAV	PURCHASE	0.00	25K	-	25K
Dec 21, 2021	ELFRINK WILLHEM	PURCHASE	0.00	10K	-	10K
Dec 21, 2021	BROUNSTEIN RICHARD D	PURCHASE	3.37	5K	16.85K	102.08K
Nov 11, 2021	ORTIGAS-WEDEKIND MARGA	PURCHASE	5.99	9K	53.91K	16.82K
Nov 11, 2021	BROUNSTEIN RICHARD D	PURCHASE	5.99	5K	29.95K	97.08K
Dec 31, 2019	FEROLA PETER	SALE	46.62	5.07K	236.13K	8.51K
Sep 04, 2019	FEROLA PETER	SALE	39.03	44.28K	1.73M	8.51K
May 03, 2019	GORMAN KIRK E	SALE	53.69	5.52K	296.26K	173.32K
Apr 30, 2019	GORMAN KIRK E	SALE	54.37	5.52K	300.01K	173.32K
Nov 01, 2018	FEROLA PETER	SALE	60.61	75K	4.55M	15.07K
Oct 01, 2018	GORMAN KIRK E	SALE	65.07	625	40.67K	173.32K
Sep 28, 2018	BROADWAY FRED	SALE	65.00	90.11K	5.86M	24.88K
Sep 17, 2018	GORMAN KIRK E	SALE	62.30	625	38.94K	173.32K
Jul 27, 2018	CAPPER JOSEPH H	SALE	53.14	90.85K	4.83M	178.36K
Jul 26, 2018	CAPPER JOSEPH H	SALE	54.26	209.15K	11.35M	178.36K
Jul 23, 2018	GORMAN KIRK E	SALE	50.74	7.5K	380.55K	173.32K
Jul 02, 2018	GORMAN KIRK E	SALE	45.49	7.5K	341.18K	173.32K
Jun 13, 2018	CAPPER JOSEPH H	SALE	44.18	65.79K	2.91M	178.36K
Jun 12, 2018	CAPPER JOSEPH H	SALE	43.88	79.29K	3.48M	178.36K
Jun 11, 2018	CAPPER JOSEPH H	SALE	43.45	54.92K	2.39M	178.36K
May 11, 2018	FEROLA PETER	SALE	40.42	67.37K	2.72M	15.07K
Mar 13, 2018	BROADWAY FRED	SALE	34.17	54.16K	1.85M	24.88K
Mar 20, 2017	BROADWAY FRED	SALE	26.90	3.43K	92.24K	25.42K
Feb 21, 2017	BROADWAY FRED	SALE	24.81	8.07K	200.22K	28.85K
Sep 19, 2016	BROADWAY FRED	SALE	18.50	1.15K	21.29K	36.74K
Sep 13, 2016	CAPPER JOSEPH H	SALE	18.23	26.85K	489.42K	189.84K
Sep 13, 2016	FEROLA PETER	SALE	18.23	4.35K	79.34K	26.64K
Sep 09, 2016	BROADWAY FRED	SALE	17.84	3.15K	56.12K	37.89K
Sep 08, 2016	BROADWAY FRED	SALE	18.06	2.84K	51.24K	41.03K
Sep 08, 2016	FEROLA PETER	SALE	18.10	2.21K	40K	26.64K
Sep 08, 2016	CAPPER JOSEPH H	SALE	18.10	13.63K	246.74K	216.69K
Sep 07, 2016	FEROLA PETER	SALE	18.52	4.24K	78.47K	26.64K
Sep 07, 2016	BROADWAY FRED	SALE	18.51	3.85K	71.23K	43.87K
Sep 07, 2016	CAPPER JOSEPH H	SALE	18.52	26.13K	483.98K	230.32K
Sep 06, 2016	CAPPER JOSEPH H	SALE	18.29	30.6K	559.58K	256.45K
Sep 06, 2016	FEROLA PETER	SALE	18.29	4.96K	90.72K	26.64K
Sep 06, 2016	BROADWAY FRED	SALE	18.28	4.66K	85.22K	47.72K
Sep 02, 2016	CAPPER JOSEPH H	SALE	18.75	29.95K	561.62K	287.05K
Sep 02, 2016	BROADWAY FRED	SALE	18.75	4.47K	83.74K	52.38K
Sep 02, 2016	FEROLA PETER	SALE	18.75	1.24K	23.27K	26.64K
Sep 01, 2016	CAPPER JOSEPH H	SALE	18.67	30.38K	567.1K	317K
Sep 01, 2016	BROADWAY FRED	SALE	19.67	4.91K	96.6K	56.85K
Sep 01, 2016	FEROLA PETER	SALE	18.67	4.93K	91.95K	30.25K
Aug 31, 2016	BROADWAY FRED	SALE	18.45	2.61K	48.23K	61.76K
Aug 31, 2016	FEROLA PETER	SALE	18.45	2.8K	51.6K	35.18K
Aug 31, 2016	CAPPER JOSEPH H	SALE	18.45	17.25K	318.21K	347.37K
Aug 30, 2016	FEROLA PETER	SALE	19.07	2.4K	45.81K	37.97K
Aug 30, 2016	BROADWAY FRED	SALE	19.07	2.24K	42.79K	64.37K
Aug 30, 2016	CAPPER JOSEPH H	SALE	19.07	14.81K	282.45K	364.62K
Aug 29, 2016	CAPPER JOSEPH H	SALE	18.95	33.69K	638.35K	379.43K
Aug 29, 2016	BROADWAY FRED	SALE	18.95	5.11K	96.74K	66.61K
Aug 29, 2016	FEROLA PETER	SALE	18.95	5.46K	103.5K	40.38K
Aug 26, 2016	CAPPER JOSEPH H	SALE	19.20	31.49K	604.59K	413.12K
Aug 26, 2016	BROADWAY FRED	SALE	19.20	4.77K	91.62K	71.72K
Aug 26, 2016	FEROLA PETER	SALE	19.20	5.11K	98.04K	45.84K
Aug 25, 2016	BROADWAY FRED	SALE	19.16	5.88K	112.6K	76.49K
Aug 25, 2016	CAPPER JOSEPH H	SALE	19.16	38.79K	743.12K	450.61K
Aug 25, 2016	FEROLA PETER	SALE	19.16	6.29K	120.5K	50.94K
Aug 24, 2016	CAPPER JOSEPH H	SALE	20.11	40.16K	807.62K	489.39K
Aug 24, 2016	BROADWAY FRED	SALE	20.11	6.09K	122.39K	82.37K
Aug 24, 2016	FEROLA PETER	SALE	20.11	6.51K	130.96K	57.23K
Aug 23, 2016	CAPPER JOSEPH H	SALE	20.67	17.01K	351.56K	529.55K
Aug 23, 2016	FEROLA PETER	SALE	20.67	2.76K	57.01K	63.75K
Aug 23, 2016	BROADWAY FRED	SALE	20.67	2.58K	53.29K	88.45K
Aug 22, 2016	BROADWAY FRED	SALE	20.85	3.38K	70.45K	91.03K
Aug 22, 2016	FEROLA PETER	SALE	20.85	3.62K	75.39K	66.5K
Aug 22, 2016	CAPPER JOSEPH H	SALE	20.85	22.3K	464.91K	546.56K
Aug 19, 2016	FEROLA PETER	SALE	20.96	9.04K	189.37K	70.12K
Aug 19, 2016	BROADWAY FRED	SALE	20.96	9.05K	189.67K	94.41K
Aug 19, 2016	CAPPER JOSEPH H	SALE	20.96	9.05K	189.67K	568.86K
May 09, 2014	GORMAN KIRK E	PURCHASE	7.31	6.5K	47.52K	166.44K
Nov 22, 2013	PRYSTOWSKY ERIC N	SALE	10.65	1.25K	13.32K	125.71K
Sep 05, 2012	CAPPER JOSEPH H	PURCHASE	2.17	10.75K	23.32K	350.36K
Sep 04, 2012	CAPPER JOSEPH H	PURCHASE	2.32	12.8K	29.68K	339.61K
Aug 31, 2012	CAPPER JOSEPH H	PURCHASE	2.28	2.6K	5.93K	329.42K
Aug 29, 2012	CAPPER JOSEPH H	PURCHASE	2.27	4.6K	10.44K	326.82K
Aug 28, 2012	CAPPER JOSEPH H	PURCHASE	2.19	1.3K	2.85K	322.22K
Aug 27, 2012	CAPPER JOSEPH H	PURCHASE	2.12	1.6K	3.39K	320.92K
Aug 24, 2012	CAPPER JOSEPH H	PURCHASE	2.13	800	1.7K	319.32K
Aug 23, 2012	CAPPER JOSEPH H	PURCHASE	2.11	1.1K	2.32K	318.52K
Aug 22, 2012	CAPPER JOSEPH H	PURCHASE	2.08	8.5K	17.68K	317.42K
Aug 21, 2012	CAPPER JOSEPH H	PURCHASE	2.01	800	1.61K	308.92K
Aug 20, 2012	CAPPER JOSEPH H	PURCHASE	1.97	14.16K	27.9K	308.12K
Aug 17, 2012	CAPPER JOSEPH H	PURCHASE	2.10	9.8K	20.58K	293.96K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.13M8

SALES00

NET SHARES1.13M8

SHARES HELD5.66M8

% NET SHARES-80.11%0%

BEAT Stock Ownership Breakdown

HeartBeam

Stock Outstanding Shares

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Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

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Stock Outstanding Shares

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Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions