| Company Name |
Form Type |
SEC Filings |
|
|
|
|
MOHR MARSHALL
|
4
|
|
|
Field James M.
|
4
|
|
|
Griesemer John F
|
4
|
|
|
Ritter Gordon
|
4
|
|
|
Cobb Brent R
|
4
|
|
|
BESONG JOHN PAUL E
|
4
|
|
|
Bowman Erica S
|
4
|
|
|
SEKHRI PAUL J
|
4
|
|
|
Bates Mary Kay
|
4
|
|
|
Lee Nicole A
|
4
|
|
|
Anderson Nick W
|
4
|
|
|
Wallach Matthew J
|
4
|
|
|
Cardew Jason M
|
144
|
|
|
LEAR CORP
|
144
|
Financial Statements
|
|
Carges Mark T
|
4
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS
|
N-CEN
|
|
|
A8 River Fund E, LLC
|
D
|
|
|
Anderson Jill Charlotte
|
4
|
|
|
Hedley Mary Lynne
|
4
|
|
|
YORK WATER CO
|
10-K
|
Financial Statements
|
|
Banks Margaret Katherine
|
144
|
|
|
HALLIBURTON CO
|
144
|
Financial Statements
|
|
Federal Home Loan Bank of Atlanta
|
8-K
|
|
|
Castlelake Asset-Based Private Credit III, L.P.
|
D
|
|
|
ANCORA TRUST
|
N-CEN
|
|
|
Lindero Partners Fund, LP
|
D/A
|
|
|
Morgan Stanley Finance LLC
|
FWP
|
|
|
Brooks Derrick
|
144
|
|
|
COMMERCE BANCSHARES INC /MO/
|
144
|
Financial Statements
|
|
MORGAN STANLEY
|
FWP
|
Financial Statements
|
|
Huron Consulting Group Inc.
|
4
|
Financial Statements
|
|
MCCARTNEY JOHN
|
4
|
|
|
Watt Darren Jeffrey
|
4
|
|
|
RB GLOBAL INC.
|
4
|
Financial Statements
|
|
AGILENT TECHNOLOGIES, INC.
|
144
|
Financial Statements
|
|
FIELDS HEIDI
|
144
|
|
|
Heideman Robert J
|
4
|
|
|
SMITH A O CORP
|
4
|
Financial Statements
|
|
Cullen-Cote Kathleen R
|
144
|
|
|
TERADATA CORP /DE/
|
144
|
Financial Statements
|
|
Stephenson Carol
|
4
|
|
|
Torain Ernest W. Jr.
|
4
|
|
|
Kased Rajaey
|
4
|
|
|
Sieger Michael D
|
4
|
|
|
RAISS SARAH E.
|
4
|
|
|
Roth James H
|
4
|
|
|
Tomlin Laura
|
4
|
|
|
E.W. SCRIPPS Co
|
4
|
Financial Statements
|
|
Lantheus Holdings, Inc.
|
144
|
Financial Statements
|
|
LENO SAM R
|
144
|
|
|
Olsson Erik
|
4
|
|
|
Symson Adam
|
4
|
|
|
RadNet, Inc.
|
8-K
|
Financial Statements
|
|
IRWIN BRADLEY C
|
4
|
|
|
CHURCH & DWIGHT CO INC /DE/
|
4
|
Financial Statements
|
|
Point West Capital LP
|
D
|
|
|
Perschke Daniel
|
4
|
|
|
O'Day Timothy J.
|
4
|
|
|
ID Funds 3 - Lambda Labs 2, a series of ID Funds 3 LLC
|
D
|
|
|
PROVIDA PENSION FUND ADMINISTRATOR
|
13F-HR/A
|
|
|
Kelly John D.
|
4
|
|
|
Inspired Senior Living of New Braunfels DST, LLC
|
D/A
|
|
|
Jensen Karen M
|
4
|
|
|
FIRST BUSEY CORP /NV/
|
4
|
Financial Statements
|
|
O'Brian Kate
|
4
|
|
|
KESSLER JAMES FRANCIS
|
4
|
|
|
Lawlor Brian G.
|
4
|
|
|
Hussey C. Mark
|
4
|
|
|
Advisor Managed Portfolios
|
497K
|
|
|
RIEMANN ANGELICA
|
4
|
|
|
AGILENT TECHNOLOGIES, INC.
|
4
|
Financial Statements
|
|
Knutson Lisa A
|
4
|
|
|
JETER JAMES J
|
4
|
|
|
RIEMANN ANGELICA
|
3
|
|
|
AGILENT TECHNOLOGIES, INC.
|
3
|
Financial Statements
|
|
Combs Jason
|
4
|
|
|
LAZARD FUNDS INC
|
N-CEN
|
|
|
BNY Mellon Strategic Funds, Inc.
|
N-CEN
|
|
|
Appleton William
|
4
|
|
|
LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC
|
N-CEN
|
|
|
LAZARD RETIREMENT SERIES INC
|
N-CEN
|
|
|
Fesler Andrew John
|
4
|
|
|
KOD Engineering, LLC
|
D
|
|
|
MCDONNELL PADRAIG
|
4
|
|
|
North Capital Funds Trust
|
N-MFP2
|
|
|
Elton Robert George
|
4
|
|
|
OSTRANDER GREGG A
|
4
|
|
|
CARLISLE COMPANIES INC
|
4
|
Financial Statements
|
|
SAMI BROKERAGE LLC
|
X-17A-5/A
|
|
|
Advisor Managed Portfolios
|
497J
|
|
|
DeWitt Adam
|
4
|
|
|
Featherstone Kyle
|
4
|
|
|
Prosper Funding LLC
|
8-K
|
|
|
PROSPER MARKETPLACE, INC
|
8-K
|
|
|
Blue Ocean Fund III, LP
|
D
|
|
|
Jones Angela Y
|
4
|
|
|
ACCO BRANDS Corp
|
4
|
Financial Statements
|
|
Negrin Metin
|
4
|
|
|
Hanover Bancorp, Inc. /NY
|
4
|
Financial Statements
|
|
Tri Pointe Homes, Inc.
|
144
|
Financial Statements
|
|
MITCHELL THOMAS J.
|
144
|
|
|
CONCORS BARON
|
4
|
|
|
Singh Jesse G
|
4
|
|
|
LEWIS CLUNET R
|
4
|
|
|
BMW Vehicle Lease Trust 2023-2
|
10-D
|
|
|
Kelly Roofing Holdings, LLC
|
D
|
|
|
BMW Vehicle Lease Trust 2023-1
|
10-D
|
|
|
Breslin William J
|
4
|
|
|
PNC FINANCIAL SERVICES GROUP, INC.
|
8-K
|
Financial Statements
|
|
Zebula Charles E
|
4
|
|
|
AMERICAN ELECTRIC POWER CO INC
|
4
|
Financial Statements
|
|
Warren David R
|
4/A
|
|
|
SMITH A O CORP
|
4/A
|
Financial Statements
|
|
BMW Vehicle Lease Trust 2022-1
|
10-D
|
|
|
Risch Therace
|
4
|
|
|
Okun Philip A
|
4
|
|
|
Beam Christian T
|
4
|
|
|
Dail James Ronald
|
4
|
|
|
BMW Vehicle Owner Trust 2023-A
|
10-D
|
|
|
Ulrich Phillip R.
|
4
|
|
|
Hall Greg B
|
4
|
|
|
Feinberg David Matthew
|
4
|
|
|
Bales Brian A
|
4
|
|
|
BMW Vehicle Owner Trust 2022-A
|
10-D
|
|
|
Simmons Peggy
|
4
|
|
|
Avenue Europe Structured Credit Fund, L.P.
|
D/A
|
|
|
Smyth Antonio P
|
4
|
|
|
BMW Vehicle Owner Trust 2020-A
|
10-D
|
|
|
Flume Ventures I, L.P.
|
D/A
|
|
|
Ricard Corrine D.
|
4
|
|
|
Locoh-Donou Francois
|
4
|
|
|
F5, INC.
|
4
|
Financial Statements
|
|
SABINE ROYALTY TRUST
|
8-K
|
|
|
STERN JAMES F
|
4/A
|
|
|
Nalluswami Maran
|
144
|
|
|
Dudek James
|
4
|
|
|
Willow Funds Miller Broadway Investors LLC
|
D
|
|
|
Petrarca Mark A
|
4/A
|
|
|
Tidal Trust II
|
8-A12B
|
|
|
Krabill Anthony John
|
144
|
|
|
GREIF, INC
|
144
|
Financial Statements
|
|
MUNDOVAL FUNDS
|
N-CEN
|
|
|
Rocana Venture Partners III
|
D
|
|
|
BOHN ROBERT G
|
4
|
|
|
Hartman Robert J. Jr.
|
4
|
|
|
Lauber Charles T
|
4/A
|
|
|
Levine Matthew
|
144
|
|
|
Clear Secure, Inc.
|
144
|
Financial Statements
|
|
HSBC HOLDINGS PLC
|
6-K
|
Financial Statements
|
|
ADAMS ROBIN J
|
4
|
|
|
Greenland Offshore Fund Ltd
|
D/A
|
|
|
Rolfe Rusty K
|
144
|
|
|
Matson, Inc.
|
144
|
Financial Statements
|
|
Collins Jonathan R.
|
4
|
|
|
Berman Melanie B.
|
144
|
|
|
Voigtlander Christian B.
|
4
|
|
|
NISOURCE INC.
|
144
|
Financial Statements
|
|
ICU MEDICAL INC/DE
|
4
|
Financial Statements
|
|
Argyle Policies, LLC
|
D
|
|
|
Frias James D
|
4
|
|
|
NANO-C INC
|
D
|
|
|
Gibber David B
|
4
|
|
|
GID MAINSTAY FUND EMPLOYEE FEEDER LP
|
D
|
|
|
SO-0208 Gaingels Fund I, a series of Zachary Ginsburg Funds, LP
|
D
|
|
|
FIDELITY VARIABLE ACCOUNT OF MONARCH LIFE INSURANCE CO
|
N-CEN
|
|
|
Federal Home Loan Bank of Boston
|
8-K
|
|
|
BROADWIND, INC.
|
10-K
|
Financial Statements
|
|
Nomura America Finance, LLC
|
8-A12B
|
|
|
Hillman Solutions Corp.
|
4
|
Financial Statements
|
|
FAGUNDO RANDALL J
|
4
|
|
|
Investment Managers Series Trust II
|
497K
|
|
|
Duke Energy Florida Project Finance, LLC
|
10-D
|
|
|
DUKE ENERGY FLORIDA, LLC.
|
10-D
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
VARIABLE LIFE ACCOUNT B OF MONARCH LIFE INSURANCE CO
|
N-CEN
|
|
|
Stamm John Richard
|
144
|
|
|
Vertex, Inc.
|
144
|
Financial Statements
|
|
Thompson Marc Christopher
|
144
|
|
|
EverCommerce Inc.
|
144
|
Financial Statements
|
|
Jordan Sarah Michelle
|
144
|
|
|
TAPARO ANTHONY
|
144
|
|
|
Surgery Partners, Inc.
|
144
|
Financial Statements
|
|
Feinglass Michael
|
144
|
|
|
P10, Inc.
|
144
|
Financial Statements
|
|
Read Michael
|
4
|
|
|
Idaho Copper Corp
|
8-K
|
|
|
PGIM Credit Income Fund
|
N-CSR
|
|
|
Spaulding Suzanne
|
3
|
|
|
OPPENHEIMER HOLDINGS INC
|
3
|
Financial Statements
|
|
Pragmatum, Inc.
|
D
|
|
|
VARIABLE ACCOUNT A OF MONARCH LIFE INSURANCE CO
|
N-CEN
|
|
|
Investment Managers Series Trust II
|
497J
|
|
|
Field Callie R
|
144
|
|
|
T-Mobile US, Inc.
|
144
|
Financial Statements
|
|
WO-0108 Fund II, a series of MV Funds, LP
|
D
|
|
|
AL-0225 Fund IV, a series of Giant Step Capital, LP
|
D
|
|
|
Storey Lisa E
|
144
|
|
|
MONARCH LIFE INSURANCE COMPANY SEPARATE ACCOUNT VA
|
N-CEN
|
|
|
AVERY PARK - MINNEAPOLIS LLC
|
D
|
|
|
Invesco Commercial Real Estate Finance Trust, Inc.
|
8-K
|
|
|
Exodus Movement, Inc.
|
1-U
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
Stepstone Private Credit Fund LLC
|
SC TO-I/A
|
|
|
SEQUOIA FUND INC
|
24F-2NT
|
|
|
Amphastar Pharmaceuticals, Inc.
|
144
|
Financial Statements
|
|
ZASLOFF MICHAEL A
|
144
|
|
|
Moore Stephanie Zapata
|
144
|
|
|
Vistra Corp.
|
144
|
Financial Statements
|
|
Remer Eric Richard
|
144
|
|
|
Mell Scott A
|
144
|
|
|
TRIMAS CORP
|
144
|
Financial Statements
|
|
HSBC USA INC /MD/
|
424B2
|
|
|
Feierstein Matthew David
|
144
|
|
|
BLUE CHIP INVESTOR FUNDS
|
N-CEN
|
|
|
McQueen Labs Inc.
|
D
|
|
|
SV4 Equity LLC
|
D/A
|
|
|
Squadra Equity Fund Ltd.
|
D/A
|
|
|
WELLINGTON MANAGEMENT GROUP LLP
|
13F-HR/A
|
|
|
1606 CORP.
|
8-K
|
|
|
Lambert David
|
3
|
|
|
AMG Comvest Senior Lending Fund
|
3
|
|
|
FT 11314
|
487
|
|
|
GuideStone Funds
|
N-CEN/A
|
|
|
ONCOLYTICS BIOTECH INC
|
6-K
|
Financial Statements
|
|
Driggers Shane
|
144
|
|
|
Oliver Lawrence T.
|
4
|
|
|
RGC RESOURCES INC
|
4
|
Financial Statements
|
|
Rheaume Lindsey S
|
144
|
|
|
EAGLE BANCORP INC
|
144
|
Financial Statements
|
|
Miles Christen Brooke
|
4
|
|
|
Miniman Jonathan D
|
4
|
|
|
CBRE GLOBAL REAL ESTATE INCOME FUND
|
4
|
|
|
PALOMINO BONILLA LUIS MIGUEL
|
4
|
|
|
SOUTHERN COPPER CORP/
|
4
|
Financial Statements
|
|
Horvath Matthew R.
|
4
|
|
|
CAPITAL WORLD BOND FUND
|
497J
|
|
|
WILLIAMSON JOHN B III
|
4
|
|
|
AMERICAN FUNDS STRATEGIC BOND FUND
|
497J
|
|
|
McClanahan Elizabeth A
|
4
|
|
|
BAILLIE GIFFORD FUNDS
|
N-CSR
|
|
|
Berlin Evan
|
144
|
|
|
American Funds Multi-Sector Income Fund
|
497J
|
|
|
FT 11406
|
S-6
|
|
|
Ovintiv Inc.
|
4
|
|
|
MCINTIRE LEE A
|
4
|
|
|
Puckett Jeffrey David
|
4
|
|
|
TYLER TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
CRAWFORD THOMAS J
|
4
|
|
|
INVESTMENT CO OF AMERICA
|
497J
|
|
|
KRONOS ADVANCED TECHNOLOGIES INC
|
8-K
|
|
|
AMERICAN FUNDS FUNDAMENTAL INVESTORS
|
497J
|
|
|
American Funds Emerging Markets Bond Fund
|
497J
|
|
|
Oka Dobrowolski Cristina Harumi
|
144
|
|
|
Philip Morris International Inc.
|
144
|
Financial Statements
|
|
FITZGIBBON TOIGO & CO. LLC
|
X-17A-5
|
|
|
Capital Group Fixed Income ETF Trust
|
497J
|
|
|
Money Forward, Inc./ADR
|
F-6EF
|
|
|
Citibank,N.A./ADR
|
F-6EF
|
|
|
Bulldog Investors, LLP
|
SC 13D
|
|
|
BNY MELLON MUNICIPAL INCOME, INC.
|
SC 13D
|
Financial Statements
|
|
Tidal Trust II
|
497K
|
|
|
IZZO RALPH
|
4
|
|
|
Capital Group Core Balanced ETF
|
497J
|
|
|
Bray Justin LeRoy
|
4
|
|
|
Gentle Meg
|
4
|
|
|
BOND FUND OF AMERICA
|
497J
|
|
|
HarborOne Bancorp, Inc.
|
4
|
Financial Statements
|
|
CASEY JOSEPH F
|
4
|
|
|
Jean-Claude Carine Lamercie
|
144
|
|
|
ARROW ELECTRONICS, INC.
|
144
|
Financial Statements
|
|
AMERICAN BALANCED FUND
|
497J
|
|
|
US BANCORP \DE\
|
ARS
|
Financial Statements
|
|
TransUnion
|
144
|
Financial Statements
|
|
Martin Timothy J
|
144
|
|
|
PUTZIGER MICHAEL T
|
4
|
|
|
ENTERPRISE BANCORP INC /MA/
|
4
|
Financial Statements
|
|
Lynch Desmond
|
4
|
|
|
RAMBUS INC
|
4
|
Financial Statements
|
|
Barings BDC, Inc.
|
4
|
Financial Statements
|
|
BYERS STEPHEN R
|
4
|
|
|
BOXLEY ABNEY S III
|
4
|
|
|
DEA PETER A
|
4
|
|
|
Capital World Investors
|
4
|
|
|
DIEBOLD NIXDORF, Inc
|
4
|
Financial Statements
|
|
TA Realty Core Property Fund PF-3, LP
|
D/A
|
|
|
EBX MX, LP
|
D/A
|
|
|
REGIONS FINANCIAL CORP
|
4
|
Financial Statements
|
|
RHODES WILLIAM C III
|
4
|
|
|
Luxe Houston Affordable Portfolio, LLC
|
D
|
|
|
Capital Group Fixed Income ETF Trust
|
8-A12B
|
|
|
LiveWire Group, Inc.
|
4
|
|
|
Mizuno Hiromichi
|
4
|
|
|
Capital Group Core Balanced ETF
|
8-A12B
|
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
Wenzel Brian J. Sr.
|
144
|
|
|
Ladd Delano
|
4
|
|
|
HEALTHEQUITY, INC.
|
4
|
Financial Statements
|
|
MILLER BRIAN K
|
4
|
|
