| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Urgent.ly Inc.
|
3
|
|
|
Geisse Andrew M
|
3
|
|
|
GREEN DOT CORP
|
4
|
Financial Statements
|
|
Gresham George W
|
4
|
|
|
Daly Edward
|
4
|
|
|
Newstead Jennifer
|
4
|
|
|
Meta Platforms, Inc.
|
4
|
Financial Statements
|
|
Srinivasan Rajiv
|
4
|
|
|
WRAP TECHNOLOGIES, INC.
|
4
|
|
|
Blankenship Elizabeth A
|
4
|
|
|
PINNACLE WEST CAPITAL CORP
|
4
|
Financial Statements
|
|
Vacasa, Inc.
|
4
|
Financial Statements
|
|
Terrill Chris
|
4
|
|
|
Intrepid Global Advisors, Inc.
|
4
|
|
|
Reviv3 Procare Co
|
4
|
|
|
TOGHRAIE JEFF
|
4
|
|
|
HUNDT NANCY
|
4
|
|
|
Intrepid Global Advisors, Inc.
|
3
|
|
|
Reviv3 Procare Co
|
3
|
|
|
ValueAct Capital Master Fund, L.P.
|
144
|
|
|
Seagate Technology Holdings plc
|
144
|
Financial Statements
|
|
KISSNER MATTHEW S
|
4
|
|
|
JOHN WILEY & SONS, INC.
|
4
|
Financial Statements
|
|
New Mountain Guardian IV Income Fund, L.L.C.
|
4
|
|
|
Caisse de retraite d'Hydro-Quebec
|
4
|
|
|
UpHealth, Inc.
|
3
|
|
|
Jennings Jay Walter
|
3
|
|
|
MAHON PAUL A
|
144
|
|
|
UNITED THERAPEUTICS Corp
|
144
|
Financial Statements
|
|
Boville Howard
|
4
|
|
|
DXC Technology Co
|
4
|
Financial Statements
|
|
Funke Jerod
|
3
|
|
|
InfuSystem Holdings, Inc
|
3
|
Financial Statements
|
|
Taylor Alexandria
|
4
|
|
|
NORTHERN TRUST CORP
|
4
|
|
|
Snyderman David J.
|
4
|
|
|
Churchill Capital Corp V
|
4
|
|
|
Supernova Management LLC
|
4
|
|
|
Magnetar Capital Partners LP
|
4
|
|
|
Magnetar Financial LLC
|
4
|
|
|
Trombetta Giandomenico
|
4
|
|
|
MILESTONE SCIENTIFIC INC.
|
4
|
Financial Statements
|
|
Borgeson Blake
|
4
|
|
|
RECURSION PHARMACEUTICALS, INC.
|
4
|
Financial Statements
|
|
Montagner Marc
|
4
|
|
|
SBA COMMUNICATIONS CORP
|
4
|
Financial Statements
|
|
NCR Atleos Corp
|
3
|
|
|
NUNEZ RICARDO J
|
3
|
|
|
PUTNAM FUNDS TRUST
|
NPORT-P
|
|
|
BARCLAYS CAPITAL INC.
|
ATS-N/MA
|
|
|
AG Mortgage Investment Trust, Inc.
|
425
|
|
|
Western Asset Mortgage Capital Corp
|
425
|
Financial Statements
|
|
AG Mortgage Investment Trust, Inc.
|
8-K
|
|
|
Montagner Marc
|
3
|
|
|
SBA COMMUNICATIONS CORP
|
3
|
Financial Statements
|
|
Taylor David S
|
4
|
|
|
DELTA AIR LINES, INC.
|
4
|
Financial Statements
|
|
Smith Joanne D
|
4
|
|
|
Putnam Target Date Funds
|
NPORT-P
|
|
|
DermBiont, Inc.
|
D/A
|
|
|
BANC OF CALIFORNIA, INC.
|
425
|
Financial Statements
|
|
PACWEST BANCORP
|
425
|
Financial Statements
|
|
Duckhorn Portfolio, Inc.
|
10-K/A
|
Financial Statements
|
|
Casalena Anthony
|
4
|
|
|
Squarespace, Inc.
|
4
|
Financial Statements
|
|
WEBUY GLOBAL LTD
|
424B4
|
|
|
BANC OF CALIFORNIA, INC.
|
8-K
|
Financial Statements
|
|
EquityZen Growth Technology Fund LLC - Series 1826
|
D
|
|
|
CORPORACION ANDINA DE FOMENTO
|
FWP
|
|
|
QualiaOS, Inc
|
D
|
|
|
Mercedes-Benz Auto Receivables Trust 2023-2
|
FWP
|
|
|
Entrada Therapeutics, Inc.
|
4
|
Financial Statements
|
|
Doshi Dipal
|
4
|
|
|
NKGen Biotech, Inc.
|
S-1
|
|
|
PM CAPITAL Ltd
|
13F-HR
|
|
|
SHOREPOWER TECHNOLOGIES INC.
|
10-Q
|
|
|
iSHARES TRUST
|
485APOS
|
|
|
ProSomnus, Inc.
|
8-K
|
|
|
iShares, Inc.
|
485APOS
|
|
|
BlackRock ESG Capital Allocation Term Trust
|
4
|
|
|
Weinstein Boaz
|
4
|
|
|
Saba Capital Management, L.P.
|
4
|
|
|
Vesta Real Estate Corporation, S.A.B. de C.V.
|
6-K
|
|
|
Radoff Bradley Louis
|
DFAN14A
|
|
|
Lifevantage Corp
|
DFAN14A
|
Financial Statements
|
|
Apollo Diversified Credit Fund
|
POS EX
|
|
|
NKGen Biotech, Inc.
|
8-K/A
|
|
|
Gaudette Renae M.
|
4
|
|
|
WINMARK CORP
|
4
|
Financial Statements
|
|
GERSHWIND ERIK
|
4
|
|
|
Chosen, Inc.
|
8-K
|
|
|
Polar Multi-Strategy Fund
|
D/A
|
|
|
Dastoor Michael
|
4
|
|
|
JABIL INC
|
4
|
Financial Statements
|
|
Stansberry Frank Porter
|
SC 13D/A
|
|
|
MARKETWISE, INC.
|
SC 13D/A
|
|
|
BANK OF NOVA SCOTIA
|
FWP
|
Financial Statements
|
|
EquityZen Growth Technology Fund LLC - Series 1773
|
D
|
|
|
BANCPLUS CORP
|
8-K
|
|
|
FORUM FUNDS
|
485BPOS
|
|
|
BlackRock Innovation & Growth Term Trust
|
4
|
|
|
Kleeger Myles
|
4
|
|
|
Braze, Inc.
|
4
|
Financial Statements
|
|
Investar Holding Corp
|
8-K
|
Financial Statements
|
|
Eightco Holdings Inc.
|
8-K
|
|
|
SOUTHEAST AIRPORT GROUP
|
6-K
|
Financial Statements
|
|
Wiser Wealth Management, Inc
|
13F-HR
|
|
|
Spectaire Holdings Inc.
|
8-K
|
|
|
Anebulo Pharmaceuticals, Inc.
|
PRE 14A
|
Financial Statements
|
|
CKW FINANCIAL GROUP
|
13F-HR
|
|
|
Smith Daryn G.
|
4
|
|
|
BANC OF CALIFORNIA, INC.
|
S-4/A
|
Financial Statements
|
|
Dolby Laboratories, Inc.
|
4
|
Financial Statements
|
|
YEAMAN KEVIN J
|
4
|
|
|
PUTNAM INVESTMENT FUNDS
|
NPORT-P
|
|
|
Pershing Edward
|
4
|
|
|
PROVECTUS BIOPHARMACEUTICALS, INC.
|
4
|
|
|
BANK OF MONTREAL /CAN/
|
424B2
|
Financial Statements
|
|
MVP LS FUND CDLVII LLC
|
D
|
|
|
7357 Bar LLC
|
D
|
|
|
4Front Ventures Corp.
|
8-K/A
|
|
|
Ziegler Marie Z.
|
4
|
|
|
QCR HOLDINGS INC
|
4
|
Financial Statements
|
|
WISA TECHNOLOGIES, INC.
|
8-K
|
Financial Statements
|
|
Savarese Noelle
|
3
|
|
|
Angel Oak Mortgage REIT, Inc.
|
3
|
Financial Statements
|
|
Golub Capital Direct Lending Unlevered Corp
|
4
|
|
|
Sonnet BioTherapeutics Holdings, Inc.
|
S-1/A
|
|
|
Polar Long/Short Fund
|
D/A
|
|
|
Arcimoto Inc
|
8-K
|
Financial Statements
|
|
MASONITE INTERNATIONAL CORP
|
8-K
|
Financial Statements
|
|
BlackRock Funds II
|
497
|
|
|
AUTOZONE INC
|
FWP
|
Financial Statements
|
|
Lifeloc Technologies, Inc
|
8-K
|
|
|
Tattooed Chef, Inc.
|
8-K
|
|
|
BlackRock Variable Series Funds, Inc.
|
497
|
|
|
Odyssey Health, Inc.
|
PRE 14A
|
|
|
PUTNAM GLOBAL HEALTH CARE FUND
|
NPORT-P
|
|
|
Golub Capital Direct Lending Unlevered Corp
|
8-K
|
|
|
PCA Opportunities Fund 2022, L.P. - Series I
|
D/A
|
|
|
XPV Water Fund III Limited Partnership
|
D
|
|
|
Nakache Patricia
|
4
|
|
|
ThredUp Inc.
|
4
|
Financial Statements
|
|
Scavilla Daniel T
|
4
|
|
|
GLOBUS MEDICAL INC
|
4
|
Financial Statements
|
|
WATERSHED PRIVATE WEALTH LLC
|
13F-HR
|
|
|
CAMBELL INTERNATIONAL HOLDING CORP.
|
10-K
|
|
|
Current33 Apartments Two, LLC
|
D
|
|
|
UR-ENERGY INC
|
8-K
|
Financial Statements
|
|
DMK PHARMACEUTICALS Corp
|
8-K
|
Financial Statements
|
|
Friedman Ian
|
4
|
|
|
Cannon-Brookes Michael
|
4
|
|
|
Atlassian Corp
|
4
|
Financial Statements
|
|
BIOLIFE SOLUTIONS INC
|
8-K
|
Financial Statements
|
|
Farquhar Scott
|
4
|
|
|
Aether Global Innovations Corp.
|
6-K
|
|
|
Phoenix Capital Group Holdings I LLC
|
1-A/A
|
|
|
HALEY TIMOTHY M
|
4
|
|
|
Davis Jennifer L.
|
3
|
|
|
AbbVie Inc.
|
3
|
Financial Statements
|
|
Pfeil Keith W
|
4
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
13F-HR
|
|
|
ASSET PLANNING SERVICES INC /LA/ /ADV
|
13F-HR
|
|
|
Vu Marcie
|
4
|
|
|
Ero Copper Corp.
|
6-K
|
|
|
North American Construction Group Ltd.
|
6-K
|
Financial Statements
|
|
Huller Kelly
|
4
|
|
|
LAZAR JACK R
|
4
|
|
|
Quaggin Susan E
|
3
|
|
|
Blank Andrew Scott
|
4
|
|
|
Everett Andrew H II
|
144
|
|
|
SEACOR Marine Holdings Inc.
|
144
|
Financial Statements
|
|
BioCardia, Inc.
|
4
|
|
|
Fastly, Inc.
|
4
|
Financial Statements
|
|
KISLING RONALD W
|
4
|
|
|
Bank of New York Mellon Corp
|
424B2
|
Financial Statements
|
|
Toughbuilt Industries, Inc
|
PRE 14A
|
Financial Statements
|
|
KRASNO RICHARD M
|
4
|
|
|
Rushing Coretha M
|
4
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
13F-HR
|
|
|
Matador Resources Co
|
8-K
|
Financial Statements
|
|
MOYES JAY M
|
4
|
|
|
Allen Jim L.
|
4
|
|
|
Cadeler A/S
|
F-6
|
|
|
JPMorgan Chase Bank, N.A. - ADR Depositary
|
F-6
|
|
|
STERTZER SIMON H
|
4
|
|
|
Cadeler A/S
|
F-4
|
|
|
Facteau Bill
|
4
|
|
|
Livent Corp.
|
8-K
|
Financial Statements
|
|
Crinetics Pharmaceuticals, Inc.
|
4
|
Financial Statements
|
|
Krasner Alan Seth
|
4
|
|
|
CEMEX SAB DE CV
|
6-K
|
Financial Statements
|
|
Brainard Diana
|
144
|
|
|
Allovir, Inc.
|
144
|
Financial Statements
|
|
Marshall Financial Group LLC
|
13F-HR
|
|
|
MVP LS FUND CDXXXVI LLC
|
D/A
|
|
|
Hagen Brett R
|
144
|
|
|
WeWork Inc.
|
8-K
|
Financial Statements
|
|
Facteau Bill
|
3
|
|
|
Cingulate Inc.
|
8-K
|
|
|
BioCardia, Inc.
|
3
|
|
|
PodcastOne, Inc.
|
8-K
|
|
|
Brookfield Infrastructure Income Fund Inc.
|
40-APP/A
|
|
|
Brookfield Asset Management Private Institutional Capital Adviser
|
40-APP/A
|
|
|
iCoreConnect Inc.
|
8-K
|
|
|
Sinha Vikas
|
144
|
|
|
Quoin Pharmaceuticals, Ltd.
|
DEFA14A
|
|
|
LiveOne, Inc.
|
8-K
|
|
|
Reeves Bryant J III
|
3
|
|
|
STREAMLINE HEALTH SOLUTIONS INC.
|
3
|
Financial Statements
|
|
EASTERLY AARON
|
4
|
|
|
ROVER GROUP, INC.
|
4
|
|
|
CJIP V Co-Investment, L.P.
|
D
|
|
|
Simpson Stephen William
|
3
|
|
|
COMMERCIAL METALS Co
|
3
|
Financial Statements
|
|
OGOREK ANTHONY JOSEPH /NY/ /ADV
|
13F-HR
|
|
|
Sterling Investment Counsel, LLC
|
13F-HR
|
|
|
Great Diamond Partners, LLC
|
13F-HR
|
|
|
CJP V Co-Investment, L.P.
|
D
|
|
|
Simplicity Wealth,LLC
|
13F-HR
|
|
|
Tendrel, Inc.
|
D
|
|
|
Polar Long/Short Fund
|
D/A
|
|
|
Ravella Satish
|
4
|
|
|
Zeta Global Holdings Corp.
|
4
|
Financial Statements
|
|
TURNER BRENTON R.
|
4
|
|
|
Sather Financial Group Inc
|
13F-HR
|
|
|
RELIABILITY INC
|
8-K
|
|
|
GULDNER JEFFREY B.
|
4
|
|
|
Howard Hughes Holdings Inc.
|
4
|
|
|
Pershing Square Capital Management, L.P.
|
4
|
|
|
PS Management GP, LLC
|
4
|
|
|
ACKMAN WILLIAM A
|
4
|
|
|
Llorca Jesus
|
144
|
|
|
Roo Capital Discovery Fund I Associates, L.P.
|
D
|
|
|
Carlyle Japan International Partners V - EU, S.C.Sp.
|
D
|
|
|
Mendel Capital Management LLC
|
13F-HR
|
|
|
MARKETWISE, INC.
|
8-K
|
|
|
Protagonist Therapeutics, Inc
|
4
|
Financial Statements
|
|
PATEL DINESH V PH D
|
4
|
|
|
MARONICK JAMES R
|
4
|
|
|
SOLITARIO RESOURCES CORP.
|
4
|
Financial Statements
|
|
Sugarmade, Inc.
|
8-K
|
|
|
RTD Financial Advisors, Inc.
|
13F-HR
|
|
|
Polar Multi-Strategy Fund
|
D/A
|
|
|
Simplicity Solutions, LLC
|
13F-HR
|
|
|
Astek Diagnostics, Inc.
|
D
|
|
|
Roo Capital Discovery Fund I, L.P.
|
D
|
|
|
OPAL Fuels Inc.
|
4
|
|
|
Revers Daniel R
|
4
|
|
|
RIVERSEDGE ADVISORS, LLC
|
13F-HR
|
|
|
Modern Capital Funds Trust
|
497
|
|
|
RAIN A SERIES OF VUVP FUND LLC
|
D
|
|
|
Orcutt Rebecca
|
4
|
|
|
ModivCare Inc
|
4
|
Financial Statements
|
|
Carlyle Japan International Partners V, L.P.
|
D
|
|
|
Smith Robert Edgar
|
4
|
|
|
Quaker Wealth Management, LLC
|
13F-HR
|
|
|
BGC Group, Inc.
|
S-3ASR
|
Financial Statements
|
|
Athena Consumer Acquisition Corp.
|
8-K
|
|
|
Bowlero Corp.
|
8-K
|
|
|
272 Capital Fund LP
|
D/A
|
|
|
Dell Technologies Inc.
|
4
|
Financial Statements
|
|
DELL MICHAEL S
|
4
|
|
|
Helm Skipper I LP
|
D/A
|
|
|
Vivek Vibhu
|
4
|
|
|
Cambium Networks Corp
|
4
|
Financial Statements
|
|
McGlone Suttner Wealth Management, Inc.
|
13F-HR
|
|
|
Sheppeck Bryan
|
4
|
|
|
Carlyle Japan Partners V, L.P.
|
D
|
|
|
Rau Sally
|
4
|
|
|
Invesco Commercial Real Estate Finance Trust, Inc.
|
8-K
|
|
|
Imhoff Scott
|
4
|
|
|
BioXcel Holdings, Inc.
|
SC 13G/A
|
|
|
BioXcel Therapeutics, Inc.
|
SC 13G/A
|
Financial Statements
|
|
de Graaf Raymond
|
4
|
|
|
Zynerba Pharmaceuticals, Inc.
|
15-12G
|
Financial Statements
|
|
Becerril John Monroy
|
4
|
|
|
Roof Eidam Maycock Peralta, LLC
|
13F-HR
|
|
|
JMAC ENTERPRISES LLC
|
13F-HR
|
|
|
RITE AID CORP
|
8-K
|
Financial Statements
|
|
ALIXO-YOLLOO CORP.
|
10-Q
|
|
|
Amerant Bancorp Inc.
|
8-K
|
Financial Statements
|
|
BANK OF MONTREAL /CAN/
|
6-K
|
Financial Statements
|
|
Humans Ventures II, L.P.
|
D
|
|
|
Geisler Theodore N
|
4
|
|
|
SOUTH PLAINS FINANCIAL, INC.
|
8-K
|
Financial Statements
|
|
VISION SENSING ACQUISITION CORP.
|
425
|
|
|
HMS Capital Management, LLC
|
13F-HR
|
|
|
VISION SENSING ACQUISITION CORP.
|
8-K
|
|
|
Harris Donald John
|
3
|
|
|
GDS Wealth Management
|
13F-HR
|
|
|
Ultragenyx Pharmaceutical Inc.
|
144
|
Financial Statements
|
|
KAKKIS EMIL D
|
144
|
|
|
Nexscient, Inc.
|
S-1/A
|
|
|
Tri Pointe Homes, Inc.
|
8-K
|
Financial Statements
|
|
PUTNAM MINNESOTA TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
micromobility.com Inc.
|
424B2
|
|
|
Flagship Private Wealth, LLC
|
13F-HR
|
|
|
Hewlett Packard Enterprise Co
|
8-K
|
Financial Statements
|
|
PUTNAM OHIO TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
