Each filer's latest filing for 33767U107 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
Wellington Management Group LLP
13G/A
|
9.3% |
8/13/2026
Event 6/30/2026
|
||
| Wellington Management Group LLP | 9.3% | |||
| Wellington Group Holdings LLP | 9.3% | |||
| Wellington Investment Advisors Holdings LLP | 9.3% | |||
| Wellington Management Company LLP | 9.3% | |||
| BlackRock, Inc. 13G | 5.4% |
10/27/2026
Event 9/30/2026
|
||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (8) | ||||
|
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011
13G/A
|
4.1% |
8/11/2026
Event 4/1/2026
|
||
| Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 4.1% | |||
| Joyce V Hale GRAT FBO Karen H Young Family | 0.2% | |||
| JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 0.2% | |||
| Karen Hale Young Trust U/A/D 2/23/1996 | 0% | |||
|
Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011
13G/A
|
4.1% |
8/11/2026
Event 4/1/2026
|
||
| Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 4.1% | |||
| Max Alan Hale Trust Agreement U/A/D 6/1/1996 | 0% | |||
| Bay Pond Investors (Bermuda) L.P. 13G/A | 4.1% |
8/13/2026
Event 6/30/2026
|
||
| Bay Pond Partners, L.P. 13G/A | 4.0% |
8/13/2026
Event 6/30/2026
|
||
|
Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011
13G/A
|
3.7% |
8/11/2026
Event 4/1/2026
|
||
| Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 3.7% | |||
| JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011 | 0.2% | |||
| Dana Hale Nelson Trust Agreement U/A/D 12/8/1995 | 0% | |||
| John J Hale Trust u/a/d 12-1-1996 13G/A | 3.4% |
5/12/2026
Event 3/17/2026
|
||
|
Twin Meadow VHC Trust u/a/d 5/25/2011
13G/A
|
2.3% |
8/11/2026
Event 4/1/2026
|
||
| Twin Meadow VHC Trust u/a/d 5/25/2011 | 2.3% | |||
| Mollie Hale Carter Trust Agreement dated 12/19/1995 | 1.2% | |||
| Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 1.5% | |||
| Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 0.8% | |||
|
Lightyear Fund III, L.P.
13G/A
|
0.1% |
4/30/2025
Event 3/31/2025
|
||
| Lightyear Fund III, L.P. | 0% | |||
| Lightyear Co-Invest Partnership III, L.P. | 0% | |||
| Lightyear Fund III GP, L.P. | 0% | |||
| Lightyear Fund III GP Holdings, LLC | 0% | |||
| LY Holdings, LLC | 0% | |||
| Lightyear Capital III, LLC | 0.1% | |||
| Lightyear Capital LLC | 0.1% | |||
| Lightyear Capital Management LP | 0.1% | |||
| Lightyear Capital GP LLC | 0.1% | |||
| Mark F. Vassallo | 0.1% | |||
| Period | Filers | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 74 | 4.62 M | $179M |
| 2026 Q2 | 165 | 24.7 M | $956M |
| 2026 Q1 | 132 | 11.4 M | $416M |
| 2025 Q4 | 97 | 9.47 M | $356M |
| 2025 Q3 | 92 | 9.18 M | $356M |
| 2025 Q2 | 84 | 9.09 M | $316M |
| 2025 Q1 | 64 | 8.12 M | $294M |
| 2024 Q4 | 44 | 6.60 M | $264M |
| 2024 Q3 | 28 | 5.35 M | $228M |
| 2024 Q2 | 2 | 232 k | $8.06M |
| 2024 Q1 | 2 | 232 k | $8.30M |
| 2023 Q4 | 1 | 237 k | $8.07M |
| 2023 Q3 | 1 | 237 k | $6.93M |
| 2023 Q2 | 1 | 237 k | $6.05M |
| 2023 Q1 | 1 | 237 k | $6.65M |
| 2022 Q4 | 1 | 217 k | $7.92M |
| 2022 Q3 | 1 | 132 k | $4.07M |