Patten Jarrod M files to sell 4,750 shares of Strategy Inc
Jarrod M. Patten, a director at Strategy Inc, has filed to sell 4,750 shares of Class A stock following a stock option exercise.
Lehberger sells 770 shares of Automatic Data Processing Inc.
Jonathan S. Lehberger sold 770 shares of Automatic Data Processing Inc. for about $231,269.50, reflecting ongoing stock vesting.
BofA Finance LLC Files Pricing Supplement for New Notes
BofA Finance LLC announces a new offering of Auto-Callable Yield Notes linked to the S&P 500 Futures, enhancing its product portfolio.
1888 Investments reveals Q3 holdings with $88.4 million total
1888 Investments, LLC's Q3 2026 report shows $88.4 million in holdings, highlighting key investments in ETFs and tech stocks.
Cannon Jr. files to sell shares of Standex International Corp
Charles H. Cannon Jr. files to sell 908 shares of Standex International Corp, valued at approximately $235,199, following stock vesting.
Investment Managers Series Trust II Files New Prospectus
Investment Managers Series Trust II files a new prospectus for the Abraham Fortress Fund, detailing fees and investment objectives for three share classes.
BofA Finance LLC Files Pricing Supplement for Digital Notes
BofA Finance LLC files for Digital Return Notes valued at $1,106,000, linked to Dow Jones and S&P 500 performance, signaling innovation in banking.
Kestra Investment Management reports $5.26B portfolio value
Kestra Investment Management's 13F-HR filing reveals a portfolio worth over $5.26 billion, showcasing its investment strategies and key holdings.
AlphaCore Capital reports over $6.2 billion in assets
AlphaCore Capital LLC's latest 13F filing reveals over $6.2 billion in assets under management, highlighting its investment strategies and market positioning.
James Advantage Funds Files Summary Prospectus for Micro Cap Fund
James Advantage Funds has filed a summary prospectus for its James Micro Cap Fund, effective November 1, 2026, detailing objectives, fees, and risks.
AEP Transmission Company to Issue $550 Million in Senior Notes
AEP Transmission Company announces an underwriting agreement for $550 million in senior notes to strengthen its financial position in the electric services sector.
Omega Healthcare Investors reports Q3 results, highlights growth
Omega Healthcare Investors Inc. shares its third-quarter results, showcasing key financial metrics and industry trends in the healthcare real estate sector.
Andersons, Inc. reports third-quarter results and outlook
Andersons, Inc. releases third-quarter financial results, indicating growth and stability in the wholesale farm product raw materials sector.
De Leon Gamboa Naiara Reports No Securities Ownership
De Leon Gamboa Naiara files Form 3, indicating no securities ownership after recent transactions, highlighting changes in Yum Brands Inc.
Mutual Fund Series Trust Files Summary Prospectus for Fund
Mutual Fund Series Trust files a summary prospectus for the Catalyst/SMH Total Return Income Fund, detailing investment strategies and fees.
BofA Finance LLC Files Pricing Supplement for New Notes
BofA Finance LLC announces new auto-callable notes linked to major stock indices, fully guaranteed by Bank of America Corporation.
Fogel Capital Management Reports $262.9M in Holdings
Fogel Capital Management, Inc. discloses $262.9 million in securities holdings as of September 30, 2026, reflecting strategic investment choices.
Managed Portfolio Series confirms LK Balanced Fund prospectus update
Managed Portfolio Series certifies no changes to LK Balanced Fund prospectus in recent SEC filing, ensuring compliance and transparency.
Langley Wealth Management reports $102.3M in assets
Langley Wealth Management, LLC reports $102.3 million in assets under management in its latest 13F-HR filing, highlighting key investment strategies.
NKCFO LLC Reports Significant Holdings in 13F Filing
NKCFO LLC discloses its substantial investment holdings as of September 30, 2026, reflecting its strategy in the financial services sector.