| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Burt Wealth Advisors
|
13F-HR
|
|
|
Unicycive Therapeutics, Inc.
|
EFFECT
|
|
|
SouthState Corp
|
EFFECT
|
Financial Statements
|
|
Biomotion Sciences
|
EFFECT
|
|
|
SmartTrust 665
|
EFFECT
|
|
|
SmartTrust 663
|
EFFECT
|
|
|
Nuveen Taxable Municipal Income Fund
|
EFFECT
|
|
|
ZyVersa Therapeutics, Inc.
|
EFFECT
|
|
|
Pearl Diver Credit Co Inc.
|
EFFECT
|
|
|
Verde Clean Fuels, Inc.
|
EFFECT
|
|
|
Orange County Bancorp, Inc. /DE/
|
EFFECT
|
Financial Statements
|
|
Cardiol Therapeutics Inc.
|
EFFECT
|
|
|
VIVOS INC
|
QUALIF
|
|
|
Rise Gold Corp.
|
EFFECT
|
|
|
CAMBRIDGE BANCORP
|
EFFECT
|
Financial Statements
|
|
Crown LNG Holdings Ltd
|
SC 13G
|
|
|
Catcha Holdings LLC
|
SC 13G
|
|
|
Webb Mark W.
|
4
|
|
|
J.Jill, Inc.
|
4
|
Financial Statements
|
|
JOSEPHS ROBIN
|
4
|
|
|
Safehold Inc.
|
4
|
Financial Statements
|
|
RIDINGS BARRY W
|
4
|
|
|
LAMPERT EDWARD S
|
4
|
|
|
AUTONATION, INC.
|
4
|
Financial Statements
|
|
HURLSTON MICHAEL E.
|
4
|
|
|
FLEX LTD.
|
4
|
Financial Statements
|
|
Blackstone Inc.
|
4
|
Financial Statements
|
|
BREYER JAMES
|
4
|
|
|
Telegraph Hill Partners IV Investment Management LLC
|
4
|
|
|
Alpha Teknova, Inc.
|
4
|
Financial Statements
|
|
THP IV Affiliates Fund, LLC
|
4
|
|
|
Telegraph Hill Partners IV, L.P.
|
4
|
|
|
Telegraph Hill Partners Management Company, LLC
|
4
|
|
|
Woolfolk Harold
|
4
|
|
|
Cannaisseur Group Inc.
|
4
|
|
|
Grant Valarie
|
4
|
|
|
Tomita Kazumasa
|
4
|
|
|
ZUU Funders Co. Ltd.
|
4
|
|
|
ZUU Co. Ltd.
|
4
|
|
|
ZUU Target Fund for SBC Medical Group HD Investment Partnership
|
4
|
|
|
Pono Capital Two, Inc.
|
4
|
|
|
Xavier Carter
|
4
|
|
|
Gogo Floretta
|
4
|
|
|
Wiedman Mark
|
144
|
|
|
BlackRock Inc.
|
144
|
Financial Statements
|
|
Daniels Michael A
|
4
|
|
|
CACI INTERNATIONAL INC /DE/
|
4
|
Financial Statements
|
|
Harnett Samantha
|
4
|
|
|
LOGITECH INTERNATIONAL S.A.
|
4
|
Financial Statements
|
|
Oaktree Capital Holdings, LLC
|
SC 13G
|
|
|
INDIVIOR PLC
|
SC 13G
|
|
|
Ghodoosi Arash
|
4
|
|
|
Institutional Investment Strategy Fund
|
4
|
|
|
Alignment Healthcare, Inc.
|
4
|
Financial Statements
|
|
KONOWIECKI JOSEPH S
|
4
|
|
|
McLaughlin Charles E
|
4
|
|
|
Fortive Corp
|
4
|
Financial Statements
|
|
John Sharon Price
|
144
|
|
|
BUILD-A-BEAR WORKSHOP INC
|
144
|
Financial Statements
|
|
QuidelOrtho Corp
|
4
|
Financial Statements
|
|
TC Group VI Cayman, L.P.
|
4
|
|
|
Carlyle Partners VI Cayman Holdings, L.P.
|
4
|
|
|
TC Group VI Cayman, L.L.C.
|
4
|
|
|
CG Subsidiary Holdings L.L.C.
|
4
|
|
|
TC Group Cayman Investment Holdings Sub L.P.
|
4
|
|
|
Carlyle Holdings II L.L.C.
|
4
|
|
|
Carlyle Holdings II GP L.L.C.
|
4
|
|
|
Carlyle Group Inc.
|
4
|
Financial Statements
|
|
TC Group Cayman Investment Holdings, L.P.
|
4
|
|
|
Thunen Shelley B
|
4
|
|
|
RxSight, Inc.
|
4
|
Financial Statements
|
|
CORSTAR HOLDINGS INC
|
4
|
|
|
CORVEL CORP
|
4
|
Financial Statements
|
|
Rubicon Technologies, Inc.
|
4
|
|
|
Palantir Technologies Inc.
|
4
|
Financial Statements
|
|
Mayor-Mora Enrique N
|
144
|
|
|
CARMAX INC
|
144
|
Financial Statements
|
|
Nelson Jonathan P
|
4
|
|
|
BEYOND MEAT, INC.
|
4
|
Financial Statements
|
|
KUTUA LUBI
|
4
|
|
|
WESTBROOKS KRISTOPHER R
|
4
|
|
|
Metallus Inc.
|
4
|
Financial Statements
|
|
Raketich Kevin A
|
4
|
|
|
Weber Kevin Daniel
|
4
|
|
|
Biofrontera Inc.
|
4
|
|
|
Lanckriet Heikki
|
4
|
|
|
Leffler Eugene Frederick
|
4
|
|
|
Hoffman Beth J.
|
4
|
|
|
Luebbert Hermann
|
4
|
|
|
BORER JOHN J III
|
4
|
|
|
Richieri Richard A.
|
4
|
|
|
Avid Bioservices, Inc.
|
4
|
Financial Statements
|
|
Nicolelli Maurizio
|
4
|
|
|
ExlService Holdings, Inc.
|
4
|
Financial Statements
|
|
Jetley Vivek
|
4
|
|
|
AYYAPPAN AJAY
|
4
|
|
|
Kini Narasimha
|
4
|
|
|
Kwietniak Matthew R.
|
4
|
|
|
ECG II SPE, LLC
|
4
|
|
|
VERDE INVESTMENTS, INC.
|
4
|
|
|
CARVANA CO.
|
4
|
Financial Statements
|
|
GARCIA ERNEST C. II
|
4
|
|
|
Armstrong Mac
|
4
|
|
|
Palomar Holdings, Inc.
|
4
|
Financial Statements
|
|
Baszucki David
|
4
|
|
|
Roblox Corp
|
4
|
Financial Statements
|
|
Barnes & Noble Education, Inc.
|
4
|
Financial Statements
|
|
Singer Eric
|
4
|
|
|
GREENE MICHAEL ROBERT
|
4
|
|
|
AE INDUSTRIAL PARTNERS FUND II GP, LP
|
4
|
|
|
AE RED HOLDINGS, LLC
|
4
|
|
|
AEROEQUITY GP, LLC
|
4
|
|
|
ROWE DAVID H.
|
4
|
|
|
AE INDUSTRIAL PARTNERS, LP
|
4
|
|
|
Redwire Corp
|
4
|
|
|
AE INDUSTRIAL PARTNERS FUND II-B, LP
|
4
|
|
|
AE INDUSTRIAL PARTNERS FUND II-A, LP
|
4
|
|
|
AE INDUSTRIAL PARTNERS FUND II, LP
|
4
|
|
|
Uber Technologies, Inc
|
4
|
Financial Statements
|
|
KHOSROWSHAHI DARA
|
4
|
|
|
Werth Peter J.
|
SC 13D/A
|
|
|
Cingulate Inc.
|
SC 13D/A
|
|
|
Alphabet Inc.
|
4
|
Financial Statements
|
|
HENNESSY JOHN L
|
4
|
|
|
HILLEMAN JERYL L
|
4
|
|
|
CUTERA INC
|
4
|
Financial Statements
|
|
Ruttenberg David W.
|
4
|
|
|
Accel Entertainment, Inc.
|
4
|
|
|
Rubenstein Andrew H.
|
4
|
|
|
Phelan Mark T.
|
4
|
|
|
Harmer Derek
|
4
|
|
|
Prager Lisa A.
|
4
|
|
|
TERAWULF INC.
|
4
|
|
|
HILLEMAN JERYL L
|
3
|
|
|
CUTERA INC
|
3
|
Financial Statements
|
|
Pincus Steven T.
|
4
|
|
|
Motz Catherine J.
|
4
|
|
|
Jarvis Christopher Allen
|
4
|
|
|
Bhatt Baiju
|
4
|
|
|
Robinhood Markets, Inc.
|
4
|
Financial Statements
|
|
Fabiano Amanda
|
4
|
|
|
Carter Walter E.
|
4
|
|
|
Bucella Michael C.
|
4
|
|
|
Das Souvik
|
4
|
|
|
Clearwater Analytics Holdings, Inc.
|
4
|
Financial Statements
|
|
Cox James S
|
4
|
|
|
Marvell Technology, Inc.
|
4
|
Financial Statements
|
|
MURPHY MATTHEW J
|
4
|
|
|
CASTLE BIOSCIENCES INC
|
4/A
|
Financial Statements
|
|
BRADBURY DANIEL
|
4/A
|
|
|
KBR, INC.
|
4
|
Financial Statements
|
|
LYLES LESTER L
|
4
|
|
|
Dugle Lynn A
|
4
|
|
|
Helmich Joshua Stefan
|
3
|
|
|
HEARTLAND EXPRESS INC
|
3
|
Financial Statements
|
|
Longo David
|
4
|
|
|
CHEGG, INC
|
4
|
Financial Statements
|
|
GERDIN MICHAEL J
|
4
|
|
|
HEARTLAND EXPRESS INC
|
4
|
Financial Statements
|
|
WESTBROOKS KRISTOPHER R
|
144
|
|
|
Metallus Inc.
|
144
|
Financial Statements
|
|
Casper Mark
|
4
|
|
|
Henry Shawn
|
4
|
|
|
CrowdStrike Holdings, Inc.
|
4
|
Financial Statements
|
|
Janssen Angela K
|
4
|
|
|
Ann S. Gerdin Revocable Trust
|
4
|
|
|
Durr Julie J
|
4
|
|
|
Gerdin Ann S
|
4
|
|
|
Koopmans Chris
|
4
|
|
|
Montag Thomas K.
|
144
|
|
|
GOLDMAN SACHS GROUP INC
|
144
|
Financial Statements
|
|
Dell Technologies Inc.
|
144
|
Financial Statements
|
|
Silver Lake Group, L.L.C.
|
144
|
|
|
Altemus Stephen J
|
144
|
|
|
Intuitive Machines, Inc.
|
144
|
|
|
VINIAR DAVID A
|
144
|
|
|
Silver Lake Management Co III, L.L.C.
|
144
|
|
|
Richison Chad R.
|
4
|
|
|
Paycom Software, Inc.
|
4
|
Financial Statements
|
|
Silver Lake Technology Management LLC
|
144
|
|
|
Citibank,N.A./ADR
|
F-6EF
|
|
|
Kering
|
F-6EF
|
|
|
Lee 2011 Family Trust dtd 5/12/2011
|
144
|
|
|
HURT CLINT
|
144
|
|
|
PRIMEENERGY RESOURCES CORP
|
144
|
Financial Statements
|
|
Silver Lake Management Co V, L.L.C.
|
144
|
|
|
LEE BRIAN J
|
144
|
|
|
Chi Michael
|
4
|
|
|
Hims & Hers Health, Inc.
|
4
|
|
|
Becklund Irene
|
4
|
|
|
Silver Lake Management Co IV, L.L.C.
|
144
|
|
|
Modi Rajeev A.
|
4
|
|
|
Elanco Animal Health Inc
|
4
|
Financial Statements
|
|
Morisset Valerie
|
4
|
|
|
Eliem Therapeutics, Inc.
|
4
|
Financial Statements
|
|
Simmons Jeffrey N
|
4
|
|
|
Jolla Alice L.
|
4
|
|
|
MICROSOFT CORP
|
4
|
Financial Statements
|
|
Raketich Kevin A
|
144
|
|
|
McPherson Danny R
|
4
|
|
|
VERISIGN INC/CA
|
4
|
Financial Statements
|
|
SORAN PHILIP
|
4
|
|
|
SPS COMMERCE INC
|
4
|
Financial Statements
|
|
Landman Yoav
|
4
|
|
|
JFrog Ltd
|
4
|
|
|
Alta Fundamental Advisers LLC
|
SC 13D/A
|
|
|
Milestone Pharmaceuticals Inc.
|
SC 13D/A
|
Financial Statements
|
|
DeGaynor Jonathan B
|
4
|
|
|
METHODE ELECTRONICS INC
|
4
|
Financial Statements
|
|
Carlyle Tactical Private Credit Fund
|
4
|
|
|
CALYS JOHN
|
4
|
|
|
Meintjes Willem A
|
4
|
|
|
Gorin Ariane
|
4
|
|
|
Expedia Group, Inc.
|
4
|
Financial Statements
|
|
Gollob Jared
|
4
|
|
|
Kymera Therapeutics, Inc.
|
4
|
Financial Statements
|
|
Kurtz George
|
4
|
|
|
REATH JAMES
|
4/A
|
|
|
DESTINATION XL GROUP, INC.
|
4/A
|
Financial Statements
|
|
Abraham Phillip D
|
4
|
|
|
GRAN TIERRA ENERGY INC.
|
4
|
Financial Statements
|
|
Evans Jim
|
4
|
|
|
Morin Sebastien
|
4
|
|
|
Ellson Ryan
|
4
|
|
|
Guidry Gary
|
4
|
|
|
Kumar Rachana
|
4
|
|
|
ETSY INC
|
4
|
Financial Statements
|
|
22NW GP, Inc.
|
4
|
|
|
22NW Fund GP, LLC
|
4
|
|
|
English Aron R.
|
4
|
|
|
22NW, LP
|
4
|
|
|
22NW Fund, LP
|
4
|
|
|
CULP INC
|
4
|
Financial Statements
|
|
Zurn Elkay Water Solutions Corp
|
4
|
|
|
CHRISTOPOUL THOMAS
|
4
|
|
|
Eltoukhy Adam
|
4
|
|
|
Samsara Inc.
|
4
|
Financial Statements
|
|
Troy Peggy
|
4
|
|
|
Dixon Panteha
|
4
|
|
|
MOORE GEORGE C
|
4
|
|
|
Everett Andrew H II
|
144
|
|
|
SEACOR Marine Holdings Inc.
|
144
|
Financial Statements
|
|
Schooler Rosemary
|
4
|
|
|
Longren David C.
|
4
|
|
|
Cox Christopher James
|
4
|
|
|
AMC Networks Inc.
|
4
|
Financial Statements
|
|
Lazard, Inc.
|
144
|
Financial Statements
|
|
JACOBS KENNETH M
|
144
|
|
|
Mackey Tara D
|
4
|
|
|
AZZ INC
|
4
|
Financial Statements
|
|
Williams Terry Lynn
|
4
|
|
|
Rossmiller Gregory Scott
|
144
|
|
|
Singer Benjamin C
|
4
|
|
|
PROCORE TECHNOLOGIES, INC.
|
4
|
Financial Statements
|
|
MECKLAI HUSSEIN
|
4
|
|
|
IMPINJ INC
|
4
|
Financial Statements
|
|
DOSSETT JEFFREY
|
4
|
|
|
Beland Michael
|
4
|
|
|
Driven Brands Holdings Inc.
|
4
|
Financial Statements
|
|
Shanmugam Muthusamy
|
144
|
|
|
ANI PHARMACEUTICALS INC
|
144
|
Financial Statements
|
|
Marathe Ajay
|
4
|
|
|
Enovix Corp
|
4
|
|
|
Patel Anish
|
4
|
|
|
Enliven Therapeutics, Inc.
|
4
|
Financial Statements
|
|
Cannon-Brookes Michael
|
4
|
|
|
Atlassian Corp
|
4
|
Financial Statements
|
|
Farquhar Scott
|
4
|
|
|
Smiths Group International Holdings Ltd
|
144
|
|
|
ICU MEDICAL INC/DE
|
144
|
Financial Statements
|
|
Baker Cary
|
4
|
|
|
Trachtenberg Eric
|
144
|
|
|
KALA BIO, Inc.
|
144
|
Financial Statements
|
|
Hohl Benjamin
|
4
|
|
|
DIORIO CHRIS PH.D.
|
4
|
|
|
Palmer Craig E.
|
144
|
|
|
CVRx, Inc.
|
144
|
Financial Statements
|
|
Llorca Jesus
|
144
|
|
|
Volato Group, Inc.
|
S-1/A
|
|
|
Riverview Trust Co
|
13F-HR
|
|
|
Bellevue Capital Partners, LLC
|
SC TO-T/A
|
|
|
American Strategic Investment Co.
|
SC TO-T/A
|
|
|
DW RMBS FUND, LP
|
D/A
|
|
|
Capital Advisors Wealth Management, LLC
|
N-PX
|
|
|
Saenz Jennifer
|
4
|
|
|
Albertsons Companies, Inc.
|
4
|
Financial Statements
|
|
Balaguer Susan M.
|
4
|
|
|
PARSONS CORP
|
4
|
Financial Statements
|
|
Sterling Group Wealth Management, LLC
|
N-PX
|
|
|
Irrevocable Larson Family Investment Trust
|
SCHEDULE 13G/A
|
|
|
ROCKWELL MEDICAL, INC.
|
SCHEDULE 13G/A
|
Financial Statements
|
|
Maxeon Solar Technologies, Ltd.
|
SC 13G/A
|
Financial Statements
|
|
Graham Capital Management, L.P.
|
SC 13G/A
|
|
|
BCF 14 Private Investors, LLC
|
D
|
|
|
MorganRosel Wealth Management, LLC
|
N-PX
|
|
|
Groom Benjamin P.T.
|
144
|
|
|
MILLERKNOLL, INC.
|
144
|
Financial Statements
|
|
60 DEGREES PHARMACEUTICALS, INC.
|
8-K
|
|
|
Welton Advantage Fund LLC
|
D
|
|
|
TLWM
|
N-PX
|
|