Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 33767U107 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
| Bay Pond Investors (Bermuda) L.P. 13G/A Amendment 1 | 4.1% |
8/13/2026
Event 6/30/2026
|
|
| Bay Pond Partners, L.P. 13G/A Amendment 1 | 4.0% |
8/13/2026
Event 6/30/2026
|
|
|
Wellington Management Group LLP
13G/A
Amendment 3
|
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% | ||
|
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011
13G/A
Amendment 2
|
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% | ||
|
Twin Meadow VHC Trust u/a/d 5/25/2011
13G/A
Amendment 2
|
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% | ||
|
Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011
13G/A
Amendment 1
|
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% | ||
|
Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011
13G/A
Amendment 1
|
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% | ||
| Bay Pond Partners, L.P. 13G/A Amendment 1 | 4.4% |
5/15/2026
Event 3/31/2026
|
|
| John J Hale Trust u/a/d 12-1-1996 13G/A Amendment 1 | 3.4% |
5/12/2026
Event 3/17/2026
|
|
| Bay Pond Investors (Bermuda) L.P. 13G | 5.4% |
4/7/2026
Event 4/1/2026
|
|
| Bay Pond Partners, L.P. 13G | 5.3% |
4/7/2026
Event 4/1/2026
|
|
|
Wellington Management Group LLP
13G/A
Amendment 2
|
10.3% |
1/7/2026
Event 12/31/2025
|
|
| Wellington Management Group LLP | 10.3% | ||
| Wellington Group Holdings LLP | 10.3% | ||
| Wellington Investment Advisors Holdings LLP | 10.3% | ||
| Wellington Management Company LLP | 10.3% | ||
|
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011
13G/A
Amendment 1
|
6.5% |
5/13/2025
Event 3/31/2025
|
|
| Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 | 6.5% | ||
| Joyce V Hale GRAT FBO Karen H Young Family | 0.3% | ||
| JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 0.3% | ||
| Karen Hale Young Trust U/A/D 2/23/1996 | 0% | ||
|
Twin Meadow VHC Trust u/a/d 5/25/2011
13G/A
Amendment 1
|
3.7% |
5/13/2025
Event 3/31/2025
|
|
| Twin Meadow VHC Trust U/A/D 5/25/2011 | 3.7% | ||
| Mollie Hale Carter Trust Agreement dated 12/19/1995 | 1.8% | ||
| Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 2.4% | ||
| Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 1.3% | ||
|
Wellington Management Group LLP
13G/A
Amendment 1
|
9.9% |
5/12/2025
Event 3/31/2025
|
|
| Wellington Management Group LLP | 9.9% | ||
| Wellington Group Holdings LLP | 9.9% | ||
| Wellington Investment Advisors Holdings LLP | 9.9% | ||
| Wellington Management Company LLP | 9.9% | ||
|
Lightyear Fund III, L.P.
13G/A
Amendment 2
|
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% | ||
|
Lightyear Fund III, L.P.
13G/A
Amendment 1
|
5.3% |
2/13/2025
Event 12/31/2024
|
|
| Lightyear Fund III, L.P. | 5.2% | ||
| Lightyear Co-Invest Partnership III, L.P | 0.1% | ||
| Lightyear Fund III GP, L.P. | 5.2% | ||
| Lightyear Fund III GP Holdings, LLC | 5.2% | ||
| LY Holdings, LLC | 5.2% | ||
| 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 | 5.3% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 13 | 25.2 k | $981 k |
| 2026 Q2 | 167 | 25.9 M | $987 M |
| 2026 Q1 | 132 | 11.4 M | $416 M |
| 2025 Q4 | 98 | 9.49 M | $357 M |
| 2025 Q3 | 94 | 9.29 M | $360 M |
| 2025 Q2 | 85 | 9.11 M | $317 M |
| 2025 Q1 | 64 | 8.12 M | $294 M |
| 2024 Q4 | 44 | 6.60 M | $264 M |
| 2024 Q3 | 28 | 5.35 M | $228 M |
| 2024 Q2 | 2 | 232 k | $8.06 M |
| 2024 Q1 | 2 | 232 k | $8.30 M |
| 2023 Q4 | 1 | 237 k | $8.07 M |
| 2023 Q3 | 1 | 237 k | $6.93 M |
| 2023 Q2 | 1 | 237 k | $6.05 M |
| 2023 Q1 | 1 | 237 k | $6.65 M |
| 2022 Q4 | 1 | 217 k | $7.92 M |
| 2022 Q3 | 1 | 132 k | $4.07 M |