Smart Money · Holder IQ
Above median holder quality (percentile 59.9 this quarter).
Reading stored signals…
Financial Services • Asset Management
Per-share book value with reinvested dividends, and the steadiness of its 20-quarter trend.
As of · Window to
Historical book-value growth with dividends
· 100 indexed · 12.4 per share
· 106.6 indexed · 13.2 per share
· 100.5 indexed · 12.4 per share
· 103.7 indexed · 12.8 per share
· 100.2 indexed · 12.4 per share
· 104.2 indexed · 12.9 per share
· 112.7 indexed · 13.9 per share
· 123.1 indexed · 15.2 per share
· 128.6 indexed · 15.9 per share
· 129.3 indexed · 16 per share
· 135.2 indexed · 16.7 per share
· 145.6 indexed · 18 per share
· 143.6 indexed · 17.8 per share
· 159.1 indexed · 19.7 per share
· 162.9 indexed · 20.1 per share
· 167.6 indexed · 20.7 per share
· 183.4 indexed · 22.7 per share
· 202.3 indexed · 25 per share
· 205.4 indexed · 25.4 per share
· 218 indexed · 27 per share
· 234 indexed · 28.9 per share
Basis: total common book, used as the fallback basis for the whole window. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (21 in this window): 0001056288-21-000026; 0001056288-22-000010; 0001056288-22-000022. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. An additional method qualification is recorded in the publication receipt. Some quarters use weighted-average shares.
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 14 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
Joseph C. Bartolacci · SEC CIK 0001211955
Read the Form 4 filed May 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: be4b71e7e1846dcf90658d8e0c170ff1c1e3dfe2a21bc20ee0517a7522af0ae7
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Bryan M. Burke · SEC CIK 0002124754
Read the Form 4 filed May 8, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 875f676dab59014b66b06a67834080f2e730fdd95edc9a8be9107a5a444d870e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
J. Christopher Donahue · SEC CIK 0000918972
Read the Form 4 filed Mar 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 3c02667177d532baa804c910a1e3a05c247b8add7bdb5dc4c25a1b32c6dd23e2
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Thomas R. Donahue · SEC CIK 0001061438
Read the Form 4 filed May 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 8c6d9e2e92dbf8ba44f75785f319635fdd011447d95c0d9b40dedc797e89fd64
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Dolores D. Dudiak · SEC CIK 0001845664
Read the Form 4 filed Mar 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a090d84bc32e5d93eff77f4deadce843badca65face68c0c28658e0900143813
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
John B. Fisher · SEC CIK 0001061439
Read the Form 4 filed Nov 20, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 42046f9d6e9c02bc3baecdc665bdc7cfaa423c7ade99c1d3b5dfdb227b8f8d3b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Peter J. Germain · SEC CIK 0001482366
Read the Form 4 filed Aug 21, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 58f64bc068555d355356c0b7e654c1a32a3141003fa6f56bd5f124f268592f74
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Karen Hanlon · SEC CIK 0002013588
Read the Form 4 filed May 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 9fe2d2c74e933f8927b16aa96c47e66fde2d6aa92f4f5b40c19633d84fe3e897
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Marie Milie Jones · SEC CIK 0001606377
Read the Form 4 filed May 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: cc67cce7125bf89d5e75253390d6f1acb5fe9049cd85a322e2520d30d17f497c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Richard A. Novak · SEC CIK 0001352542
Read the Form 4 filed Mar 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7f07f7cae56e5645b8a717d03acadf4e10f2b6370b330c7d30dd38e1b9bc11cc
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Saker Anwar Nusseibeh · SEC CIK 0001744486
Read the Form 4 filed Aug 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 62a85fc1166e5b2e919770314ea1fb0d16f09be80525a0ff6a7e2ebf8aaff3f1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Paul A. Uhlman · SEC CIK 0001676267
Read the Form 4 filed Jun 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 401d4080698c0e1a0866abbee820b90969ddea3ef063105e9b2192e4b8401ea9
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Stephen Van Meter · SEC CIK 0001648530
Read the Form 4 filed Jun 23, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 34bdef98c03e750f772198dea973caf47909e405bb86d9d43019de065105c4c6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Theodore W. Zierden III · SEC CIK 0002031165
Read the Form 4 filed Mar 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 54ec268f8add4b1cd6e77703af8f46235187b81c0184e69e2bf63d0c6892ad3b
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.
Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors.
Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City; Chicago, Illinois and London, United Kingdom.
Company profile stored Nov 1, 2026.
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 |
|---|---|---|---|
| Sep 2026filed Oct 30, 2026 | $507.3M | +8.1% | $111.9M |
| Jun 2026filed Jul 31, 2026 | $502.8M | +18.3% | $104.3M |
| Mar 2026filed May 1, 2026 | $481.2M | +13.6% | $95.9M |
| Dec 2025filed Feb 27, 2026 | $487.1M | +14.7% | $107.8M |
| Sep 2025filed Oct 31, 2025 | $469.4M | +14.9% | $104.1M |
| Jun 2025filed Aug 1, 2025 | $424.8M | +5.5% | $91.0M |
| Mar 2025filed Apr 25, 2025 | $423.5M | +6.9% | $101.1M |
| Dec 2024filed Feb 28, 2025 | $424.7M | +8.5% | $84.7M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 27, 2026 | $1.8B | +10.3% | $403.3M |
| Dec 2024filed Feb 28, 2025 | $1.6B | +1.4% | $268.3M |
| Dec 2023filed Feb 23, 2024 | $1.6B | +11.3% | $299.0M |
| Dec 2022filed Feb 24, 2023 | $1.4B | +11.2% | $239.5M |
| Dec 2021filed Feb 25, 2022 | $1.3B | -10.2% | $270.3M |
| Dec 2020filed Feb 26, 2021 | $1.4B | +9.1% | $326.4M |
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
4,348,323 shares short
+61,557 shares (+1.4%) vs Oct 15, 2026
6.4% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
4,286,766 shares short
+239,642 shares (+5.9%) vs Sep 30, 2026
6.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
4,047,124 shares short
-386,614 shares (-8.7%) vs Sep 15, 2026
6% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
4,433,738 shares short
+69,921 shares (+1.6%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
4,363,817 shares short
-36,797 shares (-0.8%) vs Aug 14, 2026
6.3% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
4,400,614 shares short
+704,194 shares (+19.1%) vs Jul 31, 2026
6.4% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
3,696,420 shares short
-265,616 shares (-6.7%) vs Jul 15, 2026
5.3% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
3,962,036 shares short
+21,184 shares (+0.5%) vs Jun 30, 2026
5.7% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
3,940,852 shares short
+263,385 shares (+7.2%) vs Jun 15, 2026
5.7% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
3,677,467 shares short
+115,037 shares (+3.2%) vs May 29, 2026
5.3% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
3,562,430 shares short
-70,756 shares (-1.9%) vs May 15, 2026
5.2% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
3,633,186 shares short
+11,083 shares (+0.3%) vs Apr 30, 2026
5.3% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
3,622,103 shares short
+469,632 shares (+14.9%) vs Apr 15, 2026
5.2% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
3,152,471 shares short
+405,207 shares (+14.7%) vs Mar 31, 2026
4.6% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
2,747,264 shares short
-725,876 shares (-20.9%) vs Mar 13, 2026
4% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
3,473,140 shares short
+105,916 shares (+3.1%) vs Feb 27, 2026
5% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
3,367,224 shares short
+118,197 shares (+3.6%) vs Feb 13, 2026
4.9% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
3,249,027 shares short
+414,288 shares (+14.6%) vs Jan 30, 2026
4.7% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
2,834,739 shares short
+75,187 shares (+2.7%) vs Jan 15, 2026
4.1% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
2,759,552 shares short
+335,415 shares (+13.8%) vs Dec 31, 2025
4% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
2,424,137 shares short
+241,309 shares (+11.1%) vs Dec 15, 2025
3.5% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
2,182,828 shares short
+7,493 shares (+0.3%) vs Nov 28, 2025
3.2% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
2,175,335 shares short
+77,269 shares (+3.7%) vs Nov 14, 2025
3.1% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
2,098,066 shares short
-20,637 shares (-1%) vs Oct 31, 2025
3% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
2,118,703 shares short
+65,329 shares (+3.2%) vs Oct 15, 2025
3.1% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
2,053,374 shares short
-135,872 shares (-6.2%) vs Sep 30, 2025
3% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
2,189,246 shares short
-14,183 shares (-0.6%) vs Sep 15, 2025
3.2% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
2,203,429 shares short
-152,912 shares (-6.5%) vs Aug 29, 2025
3.2% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
2,356,341 shares short
-81,303 shares (-3.3%) vs Aug 15, 2025
3.4% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
2,437,644 shares short
-193,716 shares (-7.4%) vs Jul 31, 2025
3.5% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
2,631,360 shares short
+216,344 shares (+9%) vs Jul 15, 2025
3.8% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
2,415,016 shares short
+36,951 shares (+1.6%) vs Jun 30, 2025
3.5% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
2,378,065 shares short
-367,823 shares (-13.4%) vs Jun 13, 2025
3.4% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
2,745,888 shares short
+384,954 shares (+16.3%) vs May 30, 2025
4% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
2,360,934 shares short
-365,473 shares (-13.4%) vs May 15, 2025
3.4% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
2,726,407 shares short
+230,738 shares (+9.2%) vs Apr 30, 2025
3.9% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
2,495,669 shares short
-362,787 shares (-12.7%) vs Apr 15, 2025
3.6% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
2,858,456 shares short
+268,440 shares (+10.4%) vs Mar 31, 2025
4.1% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
2,590,016 shares short
+141,512 shares (+5.8%) vs Mar 14, 2025
3.7% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
2,448,504 shares short
-228,109 shares (-8.5%) vs Feb 28, 2025
3.5% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
2,676,613 shares short
+554,106 shares (+26.1%) vs Feb 14, 2025
3.9% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
2,122,507 shares short
+483,466 shares (+29.5%) vs Jan 31, 2025
3.1% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
1,639,041 shares short
-1,126,071 shares (-40.7%) vs Jan 15, 2025
2.4% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
2,765,112 shares short
+5,028 shares (+0.2%) vs Dec 31, 2024
4% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
2,760,084 shares short
+2,863 shares (+0.1%) vs Dec 13, 2024
4% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
2,757,221 shares short
-187 shares (0%) vs Nov 29, 2024
4% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
2,757,408 shares short
+104,806 shares (+4%) vs Nov 15, 2024
4% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
2,652,602 shares short
+738,036 shares (+38.5%) vs Oct 31, 2024
3.8% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
1,914,566 shares short
-1,008,027 shares (-34.5%) vs Oct 15, 2024
2.8% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
2,922,593 shares short
-52,324 shares (-1.8%) vs Sep 30, 2024
4.2% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
2,974,917 shares short
-237,428 shares (-7.4%) vs Sep 13, 2024
4.3% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
3,212,345 shares short
-79,678 shares (-2.4%) vs Aug 30, 2024
4.6% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
3,292,023 shares short
+482,667 shares (+17.2%) vs Aug 15, 2024
4.8% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
2,809,356 shares short
+394,120 shares (+16.3%) vs Jul 31, 2024
4.1% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
2,415,236 shares short
-367,590 shares (-13.2%) vs Jul 15, 2024
3.5% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
2,782,826 shares short
-525,335 shares (-15.9%) vs Jun 28, 2024
4% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
3,308,161 shares short
-24,720 shares (-0.7%) vs Jun 14, 2024
4.8% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
3,332,881 shares short
+424,294 shares (+14.6%) vs May 31, 2024
4.8% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
2,908,587 shares short
+889,039 shares (+44%) vs May 15, 2024
4.2% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
2,019,548 shares short
+225,880 shares (+12.6%) vs Apr 30, 2024
2.9% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
1,793,668 shares short
-573,649 shares (-24.2%) vs Apr 15, 2024
2.6% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
2,367,317 shares short
+189,364 shares (+8.7%) vs Mar 28, 2024
3.4% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
2,177,953 shares short
+726,306 shares (+50%) vs Mar 15, 2024
3.1% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
1,451,647 shares short
+201,631 shares (+16.1%) vs Feb 29, 2024
2.1% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
1,250,016 shares short
+37,272 shares (+3.1%) vs Feb 15, 2024
1.8% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
1,212,744 shares short
-63,271 shares (-5%) vs Jan 31, 2024
1.8% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
1,276,015 shares short
-384,013 shares (-23.1%) vs Jan 12, 2024
1.8% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
1,660,028 shares short
-191,390 shares (-10.3%) vs Dec 29, 2023
2.4% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
1,851,418 shares short
+109,940 shares (+6.3%) vs Dec 15, 2023
2.7% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
1,741,478 shares short
+43,339 shares (+2.6%) vs Nov 30, 2023
2.5% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
1,698,139 shares short
-33,296 shares (-1.9%) vs Nov 15, 2023
2.5% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
1,731,435 shares short
-51,820 shares (-2.9%) vs Oct 31, 2023
2.5% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
1,783,255 shares short
+964,389 shares (+117.8%) vs Oct 13, 2023
2.6% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
818,866 shares short
+119,370 shares (+17.1%) vs Sep 29, 2023
1.2% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
699,496 shares short
-144,525 shares (-17.1%) vs Sep 15, 2023
1% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
844,021 shares short
+43,309 shares (+5.4%) vs Aug 31, 2023
1.2% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
800,712 shares short
-33,208 shares (-4%) vs Aug 15, 2023
1.2% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
833,920 shares short
-200,099 shares (-19.4%) vs Jul 31, 2023
1.2% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
1,034,019 shares short
-137,343 shares (-11.7%) vs Jul 14, 2023
1.5% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
1,171,362 shares short
+182,710 shares (+18.5%) vs Jun 30, 2023
1.7% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
988,652 shares short
-1,566,297 shares (-61.3%) vs Jun 15, 2023
1.4% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
2,554,949 shares short
+588,029 shares (+29.9%) vs May 31, 2023
3.7% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
1,966,920 shares short
-21,063 shares (-1.1%) vs May 15, 2023
2.8% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
1,987,983 shares short
+29,568 shares (+1.5%) vs Apr 28, 2023
2.9% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
1,958,415 shares short
-88,512 shares (-4.3%) vs Apr 14, 2023
2.8% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
2,046,927 shares short
-839,928 shares (-29.1%) vs Mar 31, 2023
3% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
2,886,855 shares short
-224,858 shares (-7.2%) vs Mar 15, 2023
4.2% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
3,111,713 shares short
+742,331 shares (+31.3%) vs Feb 28, 2023
4.5% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
2,369,382 shares short
+183,160 shares (+8.4%) vs Feb 15, 2023
3.4% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
2,186,222 shares short
+241,332 shares (+12.4%) vs Jan 31, 2023
3.2% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
1,944,890 shares short
+86,455 shares (+4.7%) vs Jan 13, 2023
2.8% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
1,858,435 shares short
-407,435 shares (-18%) vs Dec 30, 2022
2.7% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
2,265,870 shares short
+574,621 shares (+34%) vs Dec 15, 2022
3.3% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
1,691,249 shares short
+22,450 shares (+1.3%) vs Nov 30, 2022
2.4% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
1,668,799 shares short
+290,375 shares (+21.1%) vs Nov 15, 2022
2.4% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
1,378,424 shares short
-715,921 shares (-34.2%) vs Oct 31, 2022
2% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
2,094,345 shares short
-389,912 shares (-15.7%) vs Oct 14, 2022
3% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
2,484,257 shares short
+210,138 shares (+9.2%) vs Sep 30, 2022
3.6% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
2,274,119 shares short
-409,063 shares (-15.2%) vs Sep 15, 2022
3.3% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
2,683,182 shares short
+170,146 shares (+6.8%) vs Aug 31, 2022
3.9% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
2,513,036 shares short
-60,346 shares (-2.3%) vs Aug 15, 2022
3.6% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
2,573,382 shares short
-164,044 shares (-6%) vs Jul 29, 2022
3.7% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
2,737,426 shares short
-196,865 shares (-6.7%) vs Jul 15, 2022
4% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
2,934,291 shares short
-160,296 shares (-5.2%) vs Jun 30, 2022
4.2% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
3,094,587 shares short
-658,892 shares (-17.6%) vs Jun 15, 2022
4.5% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
3,753,479 shares short
-1,991 shares (-0.1%) vs May 31, 2022
5.4% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
3,755,470 shares short
+256,062 shares (+7.3%) vs May 13, 2022
5.4% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
3,499,408 shares short
+261,775 shares (+8.1%) vs Apr 29, 2022
5.1% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
3,237,633 shares short
-420,431 shares (-11.5%) vs Mar 31, 2022
4.7% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
3,658,064 shares short
-242,995 shares (-6.2%) vs Mar 15, 2022
5.3% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
3,901,059 shares short
+422,725 shares (+12.2%) vs Feb 28, 2022
5.6% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
3,478,334 shares short
+141,770 shares (+4.2%) vs Feb 15, 2022
5% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
3,336,564 shares short
+115,992 shares (+3.6%) vs Jan 31, 2022
4.8% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
3,220,572 shares short
-23,068 shares (-0.7%) vs Jan 14, 2022
4.7% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
3,243,640 shares short
+272,636 shares (+9.2%) vs Dec 31, 2021
4.7% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
2,971,004 shares short
-293,824 shares (-9%) vs Dec 15, 2021
4.3% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
3,264,828 shares short
-6,670 shares (-0.2%) vs Nov 30, 2021
4.7% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
3,271,498 shares short
-28,995 shares (-0.9%) vs Nov 15, 2021
4.7% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
3,300,493 shares short
+142,157 shares (+4.5%) vs Oct 29, 2021
4.8% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
3,158,336 shares short
+146,828 shares (+4.9%) vs Oct 15, 2021
4.6% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
3,011,508 shares short
-237,461 shares (-7.3%) vs Sep 30, 2021
4.4% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
3,248,969 shares short
+95,085 shares (+3%) vs Sep 15, 2021
4.7% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
3,153,884 shares short
-87,682 shares (-2.7%) vs Aug 31, 2021
4.6% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
3,241,566 shares short
+22,328 shares (+0.7%) vs Aug 13, 2021
4.7% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
3,219,238 shares short
-73,174 shares (-2.2%) vs Jul 30, 2021
4.7% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
3,292,412 shares short
-264,207 shares (-7.4%) vs Jul 15, 2021
4.8% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
3,556,619 shares short
-610,762 shares (-14.7%) vs Jun 30, 2021
5.1% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
4,167,381 shares short
+1,607,814 shares (+62.8%) vs Jun 15, 2021
6% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
2,559,567 shares short
+193,769 shares (+8.2%) vs May 14, 2021
3.7% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
2,365,798 shares short
+265,547 shares (+12.6%) vs Apr 30, 2021
3.4% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
2,100,251 shares short
+159,868 shares (+8.2%) vs Apr 15, 2021
3% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
1,940,383 shares short
-333,331 shares (-14.7%) vs Mar 31, 2021
2.8% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
2,273,714 shares short
+188,937 shares (+9.1%) vs Mar 15, 2021
3.3% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
2,084,777 shares short
+43,906 shares (+2.2%) vs Feb 26, 2021
3% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
2,040,871 shares short
+362,462 shares (+21.6%) vs Jan 29, 2021
3% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
1,678,409 shares short
-118,620 shares (-6.6%) vs Jan 15, 2021
2.4% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
1,797,029 shares short
2.6% of the stored float. Published Jan 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 |
|---|---|---|
| Nov 6, 2026 | Cash dividend | USD 0.38 per shareRecorded pay date: Nov 13, 2026 (today) |
| Aug 7, 2026 | Cash dividend | USD 0.38 per shareRecorded pay date: Aug 14, 2026 (past date) |
| May 8, 2026 | Cash dividend | USD 0.38 per shareRecorded pay date: May 15, 2026 (past date) |
| Feb 6, 2026 | Cash dividend | USD 0.34 per shareRecorded pay date: Feb 13, 2026 (past date) |
| Nov 7, 2025 | Cash dividend | USD 0.34 per shareRecorded pay date: Nov 14, 2025 (past date) |
| Aug 8, 2025 | Cash dividend | USD 0.34 per shareRecorded pay date: Aug 15, 2025 (past date) |
| May 8, 2025 | Cash dividend | USD 0.34 per shareRecorded pay date: May 15, 2025 (past date) |
| Feb 7, 2025 | Cash dividend | USD 0.31 per shareRecorded pay date: Feb 14, 2025 (past date) |
| Nov 8, 2024 | Cash dividend | USD 0.31 per shareRecorded pay date: Nov 15, 2024 (past date) |
| Aug 8, 2024 | Cash dividend | USD 0.31 per shareRecorded pay date: Aug 15, 2024 (past date) |
| May 7, 2024 | Special cash dividend | USD 1 per shareRecorded pay date: May 15, 2024 (past date) |
| May 7, 2024 | Cash dividend | USD 0.31 per shareRecorded pay date: May 15, 2024 (past date) |
| Feb 7, 2024 | Cash dividend | USD 0.28 per shareRecorded pay date: Feb 15, 2024 (past date) |
| Nov 7, 2023 | Cash dividend | USD 0.28 per shareRecorded pay date: Nov 15, 2023 (past date) |
| Aug 7, 2023 | Cash dividend | USD 0.28 per shareRecorded pay date: Aug 15, 2023 (past date) |
| May 5, 2023 | Cash dividend | USD 0.28 per shareRecorded pay date: May 15, 2023 (past date) |
| Feb 7, 2023 | Cash dividend | USD 0.27 per shareRecorded pay date: Feb 15, 2023 (past date) |
| Nov 7, 2022 | Cash dividend | USD 0.27 per shareRecorded pay date: Nov 15, 2022 (past date) |
| Aug 5, 2022 | Cash dividend | USD 0.27 per shareRecorded pay date: Aug 15, 2022 (past date) |
| May 5, 2022 | Cash dividend | USD 0.27 per shareRecorded pay date: May 13, 2022 (past date) |
| Feb 7, 2022 | Cash dividend | USD 0.27 per shareRecorded pay date: Feb 15, 2022 (past date) |
| Nov 5, 2021 | Cash dividend | USD 0.27 per shareRecorded pay date: Nov 15, 2021 (past date) |
| Aug 5, 2021 | Cash dividend | USD 0.27 per shareRecorded pay date: Aug 13, 2021 (past date) |
| May 6, 2021 | Cash dividend | USD 0.27 per shareRecorded pay date: May 14, 2021 (past date) |
| Feb 4, 2021 | Cash dividend | USD 0.27 per shareRecorded pay date: Feb 12, 2021 (past date) |
| Aug 6, 2020 | Cash dividend | USD 0.27 per shareRecorded pay date: Aug 14, 2020 (past date) |
| May 8, 2020 | Cash dividend | USD 0.27 per shareRecorded pay date: May 15, 2020 (past date) |
| Feb 6, 2020 | Cash dividend | USD 0.27 per shareRecorded pay date: Feb 14, 2020 (past date) |
| Nov 7, 2019 | Cash dividend | USD 0.27 per shareRecorded pay date: Nov 15, 2019 (past date) |
| Aug 7, 2019 | Cash dividend | USD 0.27 per shareRecorded pay date: Aug 15, 2019 (past date) |
| May 7, 2019 | Cash dividend | USD 0.27 per shareRecorded pay date: May 15, 2019 (past date) |
| Feb 7, 2019 | Cash dividend | USD 0.27 per shareRecorded pay date: Feb 15, 2019 (past date) |
| Nov 7, 2018 | Cash dividend | USD 0.27 per shareRecorded pay date: Nov 15, 2018 (past date) |
| Aug 7, 2018 | Cash dividend | USD 0.27 per shareRecorded pay date: Aug 15, 2018 (past date) |
| May 7, 2018 | Cash dividend | USD 0.27 per shareRecorded pay date: May 15, 2018 (past date) |
| Feb 7, 2018 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 15, 2018 (past date) |
| Nov 7, 2017 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 15, 2017 (past date) |
| Aug 4, 2017 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 15, 2017 (past date) |
| May 4, 2017 | Cash dividend | USD 0.25 per shareRecorded pay date: May 15, 2017 (past date) |
| Feb 6, 2017 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 15, 2017 (past date) |
| Aug 4, 2016 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 15, 2016 (past date) |
| May 4, 2016 | Cash dividend | USD 0.25 per shareRecorded pay date: May 13, 2016 (past date) |
| Feb 4, 2016 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 12, 2016 (past date) |
| Nov 4, 2015 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 13, 2015 (past date) |
| Aug 5, 2015 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 14, 2015 (past date) |
| May 6, 2015 | Cash dividend | USD 0.25 per shareRecorded pay date: May 15, 2015 (past date) |
| Feb 4, 2015 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 13, 2015 (past date) |
| Nov 5, 2014 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 14, 2014 (past date) |
| Aug 6, 2014 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 15, 2014 (past date) |
| May 6, 2014 | Cash dividend | USD 0.25 per shareRecorded pay date: May 15, 2014 (past date) |
| Feb 5, 2014 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 14, 2014 (past date) |
| Nov 6, 2013 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 15, 2013 (past date) |
| Aug 6, 2013 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 15, 2013 (past date) |
| May 6, 2013 | Cash dividend | USD 0.24 per shareRecorded pay date: May 15, 2013 (past date) |
| Feb 6, 2013 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 15, 2013 (past date) |
| Aug 6, 2012 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 15, 2012 (past date) |
| May 4, 2012 | Cash dividend | USD 0.24 per shareRecorded pay date: May 15, 2012 (past date) |
| Feb 6, 2012 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 15, 2012 (past date) |
| Nov 4, 2011 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 15, 2011 (past date) |
| Aug 4, 2011 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 15, 2011 (past date) |
| May 4, 2011 | Cash dividend | USD 0.24 per shareRecorded pay date: May 13, 2011 (past date) |
| Feb 4, 2011 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 15, 2011 (past date) |
| Nov 4, 2010 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 15, 2010 (past date) |
| Aug 4, 2010 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 13, 2010 (past date) |
| May 5, 2010 | Cash dividend | USD 0.24 per shareRecorded pay date: May 14, 2010 (past date) |
| Nov 5, 2009 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 13, 2009 (past date) |
| Aug 6, 2009 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 14, 2009 (past date) |
| May 6, 2009 | Cash dividend | USD 0.24 per shareRecorded pay date: May 15, 2009 (past date) |
| Feb 4, 2009 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 13, 2009 (past date) |
| Nov 5, 2008 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 14, 2008 (past date) |
| Sep 5, 2008 | Cash dividend | USD 2.76 per shareRecorded pay date: Sep 15, 2008 (past date) |
| Aug 6, 2008 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 15, 2008 (past date) |
| May 6, 2008 | Cash dividend | USD 0.24 per shareRecorded pay date: May 15, 2008 (past date) |
| Feb 6, 2008 | Cash dividend | USD 0.21 per shareRecorded pay date: Feb 15, 2008 (past date) |
| Nov 6, 2007 | Cash dividend | USD 0.21 per shareRecorded pay date: Nov 15, 2007 (past date) |
| Aug 6, 2007 | Cash dividend | USD 0.21 per shareRecorded pay date: Aug 15, 2007 (past date) |
| May 4, 2007 | Cash dividend | USD 0.21 per shareRecorded pay date: May 15, 2007 (past date) |
| Feb 6, 2007 | Cash dividend | USD 0.18 per shareRecorded pay date: Feb 15, 2007 (past date) |
| Nov 6, 2006 | Cash dividend | USD 0.18 per shareRecorded pay date: Nov 15, 2006 (past date) |
| Aug 4, 2006 | Cash dividend | USD 0.18 per shareRecorded pay date: Aug 15, 2006 (past date) |
| May 4, 2006 | Cash dividend | USD 0.18 per shareRecorded pay date: May 15, 2006 (past date) |
| Feb 6, 2006 | Cash dividend | USD 0.15 per shareRecorded pay date: Feb 15, 2006 (past date) |
| Nov 4, 2005 | Cash dividend | USD 0.15 per shareRecorded pay date: Nov 15, 2005 (past date) |
| Aug 4, 2005 | Cash dividend | USD 0.15 per shareRecorded pay date: Aug 15, 2005 (past date) |
| May 5, 2005 | Cash dividend | USD 0.15 per shareRecorded pay date: May 13, 2005 (past date) |
| Feb 16, 2005 | Cash dividend | USD 0.125 per shareRecorded pay date: Feb 28, 2005 (past date) |
| Nov 4, 2004 | Cash dividend | USD 0.125 per shareRecorded pay date: Nov 15, 2004 (past date) |
| Aug 4, 2004 | Cash dividend | USD 0.102 per shareRecorded pay date: Aug 13, 2004 (past date) |
| May 5, 2004 | Cash dividend | USD 0.102 per shareRecorded pay date: May 14, 2004 (past date) |
| Feb 18, 2004 | Cash dividend | USD 0.085 per shareRecorded pay date: Feb 27, 2004 (past date) |
| Jul 18, 2000 | 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.
Link an account to see your stake, watchlist and past holdings.
We’ll show you if FHI is in your portfolio and how much it contributes.
Sign in48 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: neutral
Last trade: sell 4 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
396 filers reported a long position in FHI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
52.6%
of the 66.5M shares 13-F filers reported
Moves vs Q1 2026
6 added4 trimmed
Net shares held
+3.3%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $333.7M · 6M shares | 6M | +2% |
| 2 | FMR LLC | $257.5M · 4.7M shares | 4.7M | +1.7% |
| 3 | Vanguard Portfolio Management LLC | $242.8M · 4.4M shares | 4.4M | -4.5% |
| 4 | Schneider Downs Wealth Management Advisors, LP | $196.1M · 3.6M shares | 3.6M | +30.2% |
| 5 | Vanguard Capital Management LLC | $176.4M · 3.2M shares | 3.2M | -1.1% |
| 6 | LSV Asset Management | $158.3M · 2.9M shares | 2.9M | -0.5% |
| 7 | Fuller & Thaler Asset Management, Inc. | $147.4M · 2.7M shares | 2.7M | +0.8% |
| 8 | Charles Schwab Investment Management Inc | $146.2M · 2.6M shares | 2.6M | +5.7% |
| 9 | Invesco Ltd. | $139.3M · 2.5M shares | 2.5M | +13.4% |
| 10 | AQR Capital Management LLC | $135.9M · 2.5M shares | 2.5M | -4.7% |
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 FHI 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 |
|---|---|---|
| Apr 29, 2026 | Vanguard Portfolio Management LLC13G · passive | 6.06% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
How much of FHI’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.
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
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 2026-11-13T15:43:54.552Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -0.96% | -1.05% | +0.47% | -0.37% | |
| -1.22% | +0.36% | -0.01% | -1.56% | |
| +1.30% | +0.43% | +0.12% | +0.75% | |
| +0.18% | +0.49% | -0.29% | -0.02% | |
| +2.85% | -1.09% | +0.79% | +3.16% | |
| -1.49% | -0.46% | -0.09% | -0.94% | |
| +0.21% | +0.50% | +0.44% | -0.73% | |
| -1.09% | +0.68% | +0.30% | -2.07% | |
| +0.83% | +0.37% | -0.58% | +1.05% | |
| +2.17% | -0.46% | -0.74% | +3.36% | |
| +0.81% | -1.77% | +0.98% | +1.60% | |
| +6.98% | -0.24% | +0.61% | +6.61% | |
| -0.64% | +0.35% | -0.61% | -0.38% | |
| +5.74% | +1.75% | +0.20% | +3.80% | |
| -2.57% | -3.95% | +1.60% | -0.23% | |
| -0.08% | +0.71% | -2.48% | +1.69% | |
| +1.50% | +2.42% | +0.37% | -1.28% | |
| +0.89% | -0.29% | -0.42% | +1.61% | |
| -1.31% | +1.19% | -1.24% | -1.27% | |
| -1.78% | -0.45% | -0.27% | -1.06% |
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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1Y price return +26.1%
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 59.9 this quarter).
Selling read. Last 180 days of filings: 0 purchases, 9 sales, 2 other records. Open-market net over the last 90 days: -$686.9K.
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.
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.
Class B Common Stock · Direct · Non-derivative shares
138,546 shares in the latest stored filing
Filed · report period Nov 9, 2026 · Form 4. Source: SEC filing 0001193125-26-453914. Quantities are reported units, not currency or market value.
SEC identifiers: name as filed Nusseibeh Saker Anwar · reporting-owner CIK 0001744486 · issuer CIK 0001056288
Source: stored SEC Forms 3/4/5 ownership records filed Feb 10, 2025 to Nov 9, 2026; read Nov 13, 2026, 3:43 PM UTC. Exact quantities and each accession are below. A single dot is one observation, not a trend.
· 138,546 shares in stored record · Direct
Report period Nov 9, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001193125-26-453914
· 144,246 shares in stored record · Direct
Report period Aug 4, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001193125-26-335032
· 151,276 shares in stored record · Direct
Report period Jun 8, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001193125-26-263721
· 160,226 shares in stored record · Direct
Report period Mar 5, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001193125-26-096443
· 155,778 shares in stored record · Direct
Report period Feb 2, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001193125-26-035483
· 161,578 shares in stored record · Direct
Report period Nov 18, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001193125-25-289762
· 157,039 shares in stored record · Direct
Report period Nov 3, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001193125-25-262783
· 172,039 shares in stored record · Direct
Report period Jun 16, 2025 · Form 4 · balance after the filing’s transactions. SEC 0000950170-25-087344
· 178,039 shares in stored record · Direct
Report period May 19, 2025 · Form 4 · balance after the filing’s transactions. SEC 0000950170-25-075147
· 185,404 shares in stored record · Direct
Report period Mar 4, 2025 · Form 4 · balance after the filing’s transactions. SEC 0000950170-25-034718
· 179,096 shares in stored record · Direct
Report period Feb 7, 2025 · Form 4 · balance after the filing’s transactions. SEC 0000950170-25-017255
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. 1 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.