Smart Money · Holder IQ
Above median holder quality (percentile 55 this quarter).
Reading stored signals…
Financial Services • Banks - Regional
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 10 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
Ted D. Bellard · SEC CIK 0001884982
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: e2cf07d24b143b6caf89ee51963b0b636013e181b7cc8242205933fd4ecf6649
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jacques L.J. Bourque · SEC CIK 0001911094
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 89c119085ba472658c9612715cf8f1b61559a5be90a2b25d0ea6488c9108401e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Todd A. Kidder · SEC CIK 0001885824
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 96785c18a2674a4c2936f7ede85c52bf4fafe1305adcee7a079e6922fc86c423
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Kirk E. Kleiser · SEC CIK 0001885818
Read the Form 4 filed Sep 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 4bbd03f4f7870f35f936a3682d85f112c7181a3b685a25b2d1583f5bb01aeb8c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Frederick R. Lafleur · SEC CIK 0001885822
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 0998e5a1f7f11f59a3da48a995df81e117ade53f1434d4a549ca52ce3bb691d9
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Craig C. LeBouef · SEC CIK 0001885821
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: e34118f9a5d0d555588a7659c7c0b505010378b9a8c7ddf7fc989ec74574302c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Don P. Ledet · SEC CIK 0002001460
Read the Form 4 filed Jun 12, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 03b023cc0b614010111bb999eae37e532b69ce5bd3b5eb76696d8dcbab3dfe1c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Amanda B. Quebedeaux · SEC CIK 0001885819
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5530e24dcca3c3ef080a82b63ec7e6079788d9beb9857b800902bbdab44e4589
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Matthew L. Scruggins · SEC CIK 0001885817
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: cbcf2405b441057ad55724e9c0e73920c140bb0114c1888b5b473bb5c143520d
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Joseph B. Zanco · SEC CIK 0001318329
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b9d81871bd98dbaeee9f65d87a1f51c4e79f52354d75223d5c2f712ce2f4a725
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jun 2026filed Aug 14, 2026 | $3.9M | +4.5% | $524.0K |
| Mar 2026filed May 15, 2026 | $3.9M | +0.4% | $558.0K |
| Dec 2025filed Mar 31, 2026 | $3.9M | +1.6% | $456.0K |
| Sep 2025filed Nov 13, 2025 | $3.8M | -10.8% | $489.0K |
| Jun 2025filed Aug 13, 2025 | $3.8M | -2.3% | $521.0K |
| Mar 2025filed May 14, 2025 | $3.9M | — | $586.0K |
| Dec 2024filed Mar 28, 2025 | $3.8M | +19.3% | $626.0K |
| Sep 2024filed Nov 13, 2024 | $4.3M | +57.6% | $447.0K |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 31, 2026 | $15.3M | +55.3% | $2.1M |
| Dec 2024filed Mar 28, 2025 | $9.9M | -10.2% | -$3.1M |
| Dec 2023filed Mar 28, 2024 | $11.0M | +22.0% | $526.0K |
| Dec 2022filed Mar 30, 2023 | $9.0M | -10.7% | $180.0K |
| Dec 2021filed Mar 29, 2022 | $10.1M | +8.7% | $1.9M |
| Dec 2020filed Dec 31, 2020 | $9.3M | 0.0% | -$703.0K |
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
7,007 shares short
+547 shares (+8.5%) vs Oct 15, 2026
0.3% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
6,460 shares short
+495 shares (+8.3%) vs Sep 30, 2026
0.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
5,965 shares short
-1,595 shares (-21.1%) vs Sep 15, 2026
0.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
7,560 shares short
+408 shares (+5.7%) vs Aug 31, 2026
0.3% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
7,152 shares short
-346 shares (-4.6%) vs Aug 14, 2026
0.2% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
7,498 shares short
+301 shares (+4.2%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
7,197 shares short
-635 shares (-8.1%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
7,832 shares short
-331 shares (-4.1%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
8,163 shares short
+796 shares (+10.8%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
7,367 shares short
+303 shares (+4.3%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
7,064 shares short
-232 shares (-3.2%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
7,296 shares short
-63 shares (-0.9%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
7,359 shares short
-986 shares (-11.8%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
8,345 shares short
+1,334 shares (+19%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
7,011 shares short
-78 shares (-1.1%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
7,089 shares short
-463 shares (-6.1%) vs Feb 27, 2026
Published Mar 24, 2026.
Settlement Feb 27, 2026
7,552 shares short
+508 shares (+7.2%) vs Feb 13, 2026
Published Mar 10, 2026.
Settlement Feb 13, 2026
7,044 shares short
+1,053 shares (+17.6%) vs Jan 30, 2026
Published Feb 25, 2026.
Settlement Jan 30, 2026
5,991 shares short
+85 shares (+1.4%) vs Jan 15, 2026
Published Feb 10, 2026.
Settlement Jan 15, 2026
5,906 shares short
+572 shares (+10.7%) vs Dec 31, 2025
Published Jan 27, 2026.
Settlement Dec 31, 2025
5,334 shares short
-2,349 shares (-30.6%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
7,683 shares short
-2,979 shares (-27.9%) vs Nov 28, 2025
Published Dec 24, 2025.
Settlement Nov 28, 2025
10,662 shares short
+4,521 shares (+73.6%) vs Nov 14, 2025
Published Dec 9, 2025.
Settlement Nov 14, 2025
6,141 shares short
-2,851 shares (-31.7%) vs Oct 31, 2025
Published Nov 25, 2025.
Settlement Oct 31, 2025
8,992 shares short
+4,216 shares (+88.3%) vs Oct 15, 2025
Published Nov 11, 2025.
Settlement Oct 15, 2025
4,776 shares short
+305 shares (+6.8%) vs Sep 30, 2025
Published Oct 24, 2025.
Settlement Sep 30, 2025
4,471 shares short
-4,327 shares (-49.2%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
8,798 shares short
+4,165 shares (+89.9%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
4,633 shares short
-720 shares (-13.5%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
5,353 shares short
-1,677 shares (-23.9%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
7,030 shares short
+1,552 shares (+28.3%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
5,478 shares short
+1,083 shares (+24.6%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
4,395 shares short
-5,294 shares (-54.6%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
9,689 shares short
-280 shares (-2.8%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
9,969 shares short
-1,006 shares (-9.2%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
10,975 shares short
+208 shares (+1.9%) vs Apr 30, 2025
Published May 27, 2025.
Settlement Apr 30, 2025
10,767 shares short
+2,895 shares (+36.8%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
7,872 shares short
+1,825 shares (+30.2%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
6,047 shares short
+349 shares (+6.1%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
5,698 shares short
+1,616 shares (+39.6%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
4,082 shares short
-1,854 shares (-31.2%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
5,936 shares short
-290 shares (-4.7%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
6,226 shares short
-3,194 shares (-33.9%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
9,420 shares short
-1,421 shares (-13.1%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
10,841 shares short
+3,591 shares (+49.5%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
7,250 shares short
+1,127 shares (+18.4%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
6,123 shares short
-758 shares (-11%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
6,881 shares short
+669 shares (+10.8%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
6,212 shares short
+317 shares (+5.4%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
5,895 shares short
-3,385 shares (-36.5%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
9,280 shares short
+5,608 shares (+152.7%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
3,672 shares short
-4,575 shares (-55.5%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
8,247 shares short
-926 shares (-10.1%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
9,173 shares short
-1,541 shares (-14.4%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
10,714 shares short
-5,134 shares (-32.4%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
15,848 shares short
+2,268 shares (+16.7%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
13,580 shares short
+1,419 shares (+11.7%) vs Jun 14, 2024
Published Jul 10, 2024.
Settlement Jun 14, 2024
12,161 shares short
+5,946 shares (+95.7%) vs May 31, 2024
Published Jun 26, 2024.
Settlement May 31, 2024
6,215 shares short
-2,501 shares (-28.7%) vs May 15, 2024
Published Jun 11, 2024.
Settlement May 15, 2024
8,716 shares short
+4,262 shares (+95.7%) vs Apr 30, 2024
Published May 24, 2024.
Settlement Apr 30, 2024
4,454 shares short
-1,011 shares (-18.5%) vs Apr 15, 2024
Published May 9, 2024.
Settlement Apr 15, 2024
5,465 shares short
+725 shares (+15.3%) vs Mar 28, 2024
Published Apr 24, 2024.
Settlement Mar 28, 2024
4,740 shares short
-737 shares (-13.5%) vs Mar 15, 2024
Published Apr 9, 2024.
Settlement Mar 15, 2024
5,477 shares short
+86 shares (+1.6%) vs Feb 29, 2024
Published Mar 26, 2024.
Settlement Feb 29, 2024
5,391 shares short
+199 shares (+3.8%) vs Feb 15, 2024
Published Mar 11, 2024.
Settlement Feb 15, 2024
5,192 shares short
-2,454 shares (-32.1%) vs Jan 31, 2024
Published Feb 27, 2024.
Settlement Jan 31, 2024
7,646 shares short
+1,491 shares (+24.2%) vs Jan 12, 2024
Published Feb 9, 2024.
Settlement Jan 12, 2024
6,155 shares short
-1,042 shares (-14.5%) vs Dec 29, 2023
Published Jan 24, 2024.
Settlement Dec 29, 2023
7,197 shares short
-1,617 shares (-18.3%) vs Dec 15, 2023
Published Jan 10, 2024.
Settlement Dec 15, 2023
8,814 shares short
+1,672 shares (+23.4%) vs Nov 30, 2023
Published Dec 26, 2023.
Settlement Nov 30, 2023
7,142 shares short
-146 shares (-2%) vs Nov 15, 2023
Published Dec 11, 2023.
Settlement Nov 15, 2023
7,288 shares short
-741 shares (-9.2%) vs Oct 31, 2023
Published Nov 24, 2023.
Settlement Oct 31, 2023
8,029 shares short
-2,307 shares (-22.3%) vs Oct 13, 2023
Published Nov 9, 2023.
Settlement Oct 13, 2023
10,336 shares short
+414 shares (+4.2%) vs Sep 29, 2023
Published Oct 24, 2023.
Settlement Sep 29, 2023
9,922 shares short
-1,884 shares (-16%) vs Sep 15, 2023
Published Oct 10, 2023.
Settlement Sep 15, 2023
11,806 shares short
+2,113 shares (+21.8%) vs Aug 31, 2023
Published Sep 26, 2023.
Settlement Aug 31, 2023
9,693 shares short
-786 shares (-7.5%) vs Aug 15, 2023
Published Sep 11, 2023.
Settlement Aug 15, 2023
10,479 shares short
+348 shares (+3.4%) vs Jul 31, 2023
Published Aug 24, 2023.
Settlement Jul 31, 2023
10,131 shares short
-511 shares (-4.8%) vs Jul 14, 2023
Published Aug 9, 2023.
Settlement Jul 14, 2023
10,642 shares short
+804 shares (+8.2%) vs Jun 30, 2023
Published Jul 25, 2023.
Settlement Jun 30, 2023
9,838 shares short
-2,491 shares (-20.2%) vs Jun 15, 2023
Published Jul 11, 2023.
Settlement Jun 15, 2023
12,329 shares short
+1,613 shares (+15.1%) vs May 31, 2023
Published Jun 26, 2023.
Settlement May 31, 2023
10,716 shares short
-2,900 shares (-21.3%) vs May 15, 2023
Published Jun 9, 2023.
Settlement May 15, 2023
13,616 shares short
+4,191 shares (+44.5%) vs Apr 28, 2023
Published May 24, 2023.
Settlement Apr 28, 2023
9,425 shares short
-981 shares (-9.4%) vs Apr 14, 2023
Published May 9, 2023.
Settlement Apr 14, 2023
10,406 shares short
+1,901 shares (+22.4%) vs Mar 31, 2023
Published Apr 25, 2023.
Settlement Mar 31, 2023
8,505 shares short
+5,423 shares (+176%) vs Mar 15, 2023
Published Apr 11, 2023.
Settlement Mar 15, 2023
3,082 shares short
-844 shares (-21.5%) vs Feb 28, 2023
Published Mar 24, 2023.
Settlement Feb 28, 2023
3,926 shares short
+375 shares (+10.6%) vs Feb 15, 2023
Published Mar 9, 2023.
Settlement Feb 15, 2023
3,551 shares short
-138 shares (-3.7%) vs Jan 31, 2023
Published Feb 24, 2023.
Settlement Jan 31, 2023
3,689 shares short
+26 shares (+0.7%) vs Jan 13, 2023
Published Feb 9, 2023.
Settlement Jan 13, 2023
3,663 shares short
+147 shares (+4.2%) vs Dec 30, 2022
Published Jan 24, 2023.
Settlement Dec 30, 2022
3,516 shares short
-73 shares (-2%) vs Dec 15, 2022
Published Jan 10, 2023.
Settlement Dec 15, 2022
3,589 shares short
-147 shares (-3.9%) vs Nov 30, 2022
Published Dec 26, 2022.
Settlement Nov 30, 2022
3,736 shares short
-303 shares (-7.5%) vs Nov 15, 2022
Published Dec 9, 2022.
Settlement Nov 15, 2022
4,039 shares short
-11,536 shares (-74.1%) vs Oct 31, 2022
Published Nov 24, 2022.
Settlement Oct 31, 2022
15,575 shares short
-2,619 shares (-14.4%) vs Oct 14, 2022
Published Nov 9, 2022.
Settlement Oct 14, 2022
18,194 shares short
-1,330 shares (-6.8%) vs Sep 30, 2022
Published Oct 25, 2022.
Settlement Sep 30, 2022
19,524 shares short
-2,788 shares (-12.5%) vs Sep 15, 2022
Published Oct 11, 2022.
Settlement Sep 15, 2022
22,312 shares short
+956 shares (+4.5%) vs Aug 31, 2022
Published Sep 26, 2022.
Settlement Aug 31, 2022
21,356 shares short
-235 shares (-1.1%) vs Aug 15, 2022
Published Sep 9, 2022.
Settlement Aug 15, 2022
21,591 shares short
-2,252 shares (-9.4%) vs Jul 29, 2022
Published Aug 24, 2022.
Settlement Jul 29, 2022
23,843 shares short
+11,485 shares (+92.9%) vs Jul 15, 2022
Published Aug 9, 2022.
Settlement Jul 15, 2022
12,358 shares short
-1,270 shares (-9.3%) vs Jun 30, 2022
Published Jul 26, 2022.
Settlement Jun 30, 2022
13,628 shares short
-17,493 shares (-56.2%) vs Jun 15, 2022
Published Jul 11, 2022.
Settlement Jun 15, 2022
31,121 shares short
-1,927 shares (-5.8%) vs May 31, 2022
Published Jun 24, 2022.
Settlement May 31, 2022
33,048 shares short
-2,694 shares (-7.5%) vs May 13, 2022
Published Jun 9, 2022.
Settlement May 13, 2022
35,742 shares short
-2,645 shares (-6.9%) vs Apr 29, 2022
Published May 24, 2022.
Settlement Apr 29, 2022
38,387 shares short
-5,126 shares (-11.8%) vs Mar 31, 2022
Published May 10, 2022.
Settlement Mar 31, 2022
43,513 shares short
+143 shares (+0.3%) vs Mar 15, 2022
Published Apr 11, 2022.
Settlement Mar 15, 2022
43,370 shares short
-6,884 shares (-13.7%) vs Feb 28, 2022
Published Mar 24, 2022.
Settlement Feb 28, 2022
50,254 shares short
-7,057 shares (-12.3%) vs Feb 15, 2022
Published Mar 9, 2022.
Settlement Feb 15, 2022
57,311 shares short
-1,979 shares (-3.3%) vs Jan 31, 2022
Published Feb 24, 2022.
Settlement Jan 31, 2022
59,290 shares short
-6,863 shares (-10.4%) vs Jan 14, 2022
Published Feb 9, 2022.
Settlement Jan 14, 2022
66,153 shares short
-7,518 shares (-10.2%) vs Dec 31, 2021
Published Jan 25, 2022.
Settlement Dec 31, 2021
73,671 shares short
+56,119 shares (+319.7%) vs Dec 15, 2021
Published Jan 11, 2022.
Settlement Dec 15, 2021
17,552 shares short
+2,838 shares (+19.3%) vs Nov 30, 2021
Published Dec 24, 2021.
Settlement Nov 30, 2021
14,714 shares short
-2,435 shares (-14.2%) vs Nov 15, 2021
Published Dec 9, 2021.
Settlement Nov 15, 2021
17,149 shares short
+4,639 shares (+37.1%) vs Oct 29, 2021
Published Nov 24, 2021.
Settlement Oct 29, 2021
12,510 shares short
-40,891 shares (-76.6%) vs Oct 15, 2021
Published Nov 9, 2021.
Settlement Oct 15, 2021
53,401 shares short
Published Oct 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Feb 22, 2002 | Reverse split | 1 for 5Each 5 pre-split shares become 1 post-split share. |
| Jun 24, 1998 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Jun 18, 1997 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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Sign in3 smart-money holders: institutions with a high Holder IQ
Sentiment: neutral
Last trade: buy 7 days ago
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
23 filers reported a long position in CLST for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
90.2%
of the 1.2M shares 13-F filers reported
Moves vs Q1 2026
5 added2 trimmed
1 new · 2 unchanged
Net shares held
+12.8%
across the 9 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Stilwell Value LLC | $6M · 364.1K shares | 364.1K | +28.9% |
| 2 | Knott David M Jr | $3.6M · 114K shares | 114K | New |
| 3 | Graham Capital Wealth Management, LLC | $3.2M · 195.9K shares | 195.9K | -0.7% |
| 4 | Vanguard Capital Management LLC | $3.1M · 189.5K shares | 189.5K | -0.3% |
| 5 | BlackRock, Inc. | $1.1M · 68.8K shares | 68.8K | +4.8% |
| 6 | Alliancebernstein L.P. | $1M · 61.1K shares | 61.1K | +93.1% |
| 7 | Geode Capital Management, LLC | $571K · 34.6K shares | 34.6K | +0.2% |
| 8 | Montz Harcus Wealth Management LLC | $495.3K · 30K shares | 30K | Unchanged |
| 9 | Kestra Advisory Services, LLC | $412.8K · 25K shares | 25K | Unchanged |
| 10 | Vanguard Fiduciary Trust Co | $402K · 24.4K shares | 24.4K | +0.6% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of CLST file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 27, 2026 | Stilwell Joseph13D · activist · amended | 9% |
| Apr 29, 2026 | Vanguard Capital Management LLC13G · passive | 5.28% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
How much of CLST’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:43:32.242Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +1.43% | -1.05% | +0.11% | +2.37% | |
| -1.41% | +0.36% | -1.23% | -0.54% | |
| +1.09% | +0.43% | -0.62% | +1.28% | |
| -0.31% | -0.46% | +1.36% | -1.21% | |
| +0.74% | +0.50% | +1.02% | -0.78% | |
| -0.56% | +0.68% | +0.18% | -1.42% | |
| +2.01% | +0.37% | -0.84% | +2.48% | |
| +3.07% | -0.46% | +2.30% | +1.23% | |
| -2.42% | -1.77% | +0.66% | -1.31% | |
| +2.46% | -0.24% | +0.60% | +2.10% | |
| -2.57% | +0.35% | -1.62% | -1.30% | |
| +3.23% | +1.75% | +0.04% | +1.45% | |
| +0.11% | -3.95% | +3.07% | +0.99% | |
| -2.23% | +0.71% | -2.91% | -0.03% | |
| +1.43% | +2.42% | +3.55% | -4.54% | |
| -2.42% | -0.29% | +0.66% | -2.79% | |
| -0.17% | +1.19% | +1.62% | -2.99% | |
| +1.62% | -0.45% | -0.74% | +2.82% |
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Stock Option (Right to Buy) · Direct · Derivative units
Unavailable — most recently filed balance
Filed · report period Nov 4, 2026 · Form 4. Source: SEC filing 0001885818-26-000007. Quantities are reported units, not currency or market value.
Derivative units are recorded separately; no non-derivative share balance is inferred.
Underlying: Common Stock. Expiration: Jun 10, 2036. Exercise-price figure as filed: 15.9600; its currency is unavailable. No conversion into ordinary shares or dollars is made.
SEC identifiers: name as filed Kleiser Kirk E. · reporting-owner CIK 0001885818 · issuer CIK 0001849867
Comparable non-derivative observations are unavailable for this position. Read its separate as-filed evidence below.
· 2,645 derivative units in stored record · Direct
Report period Nov 4, 2026 · Form 4 · standalone holding line. SEC 0001885818-26-000007
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 2,645 derivative units in stored record · Direct
Report period Sep 16, 2026 · Form 4 · standalone holding line. SEC 0001885818-26-000004
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 2,645 derivative units in stored record · Direct
Report period Jun 10, 2026 · Form 4 · standalone holding line. SEC 0001885818-26-000002
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 13, 2026; read Nov 13, 2026, 3:43 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 93 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.
1Y price return +19.1%
Prices adjusted for splits; dividends excluded.
Nov 12, 2025–Nov 12, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Above median holder quality (percentile 55 this quarter).
Buying read. Last 180 days of filings: 5 purchases, 2 sales, 29 other records. Open-market net over the last 90 days: +$30.3K.
No active flags are recorded; this is not an all-clear.
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.