Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 87313P103 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
| Bob R. Simpson 13D/A Amendment 2 | 16.2% |
6/4/2026
Event 6/2/2026
|
|
| Bob R. Simpson 13D/A Amendment 1 | 14.3% |
5/22/2026
Event 5/11/2026
|
|
|
Global Endowment Management, LP
13G/A
Amendment 2
|
4.9% |
8/14/2025
Event 6/30/2025
|
|
| Global Endowment Management, LP | 4.9% | ||
| Stephanie S. Lynch | 4.9% | ||
|
LKCM Investment Partnership, L.P.
13D
|
7.2% |
5/19/2025
Event 5/15/2025
|
|
| LKCM Investment Partnership, L.P. | 2.9% | ||
| LKCM Private Discipline Master Fund, SPC / PDLP Morningstar, LLC | 2.9% | ||
| Luther King Capital Management Corporation | 5.8% | ||
| J. Luther King, Jr. | 7.2% | ||
| Bob R. Simpson 13D | 12.7% |
5/19/2025
Event 5/15/2025
|
|
| Keith A. Hutton 13D/A Amendment 1 | 9.1% |
5/19/2025
Event 5/15/2025
|
|
|
King Luther Capital Management Corp
13G/A
Amendment 4
|
8.0% |
4/28/2025
Event 3/31/2025
|
|
| Luther King Capital Management Corporation | 6.2% | ||
| J. Luther King, Jr. | 8.0% | ||
|
King Luther Capital Management Corp
13G/A
Amendment 3
|
8.1% |
1/27/2025
Event 12/31/2024
|
|
| Luther King Capital Management Corporation | 6.3% | ||
| J. Luther King, Jr. | 8.1% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 4 | 341 k | $4.73 M |
| 2026 Q2 | 59 | 13.3 M | $166 M |
| 2026 Q1 | 64 | 15.8 M | $199 M |
| 2025 Q4 | 63 | 16.1 M | $172 M |
| 2025 Q3 | 58 | 16.7 M | $235 M |
| 2025 Q2 | 71 | 16.6 M | $251 M |
| 2025 Q1 | 56 | 11.4 M | $215 M |
| 2024 Q4 | 58 | 11.4 M | $193 M |
| 2024 Q3 | 48 | 11.5 M | $228 M |
| 2024 Q2 | 46 | 12.7 M | $258 M |
| 2024 Q1 | 43 | 7.71 M | $139 M |
| 2023 Q4 | 38 | 8.01 M | $145 M |
| 2023 Q3 | 30 | 8.30 M | $169 M |
| 2023 Q2 | 27 | 5.75 M | $125 M |
| 2023 Q1 | 24 | 5.95 M | $160 M |