5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports
652
Last 30 days · 09/03–10/02
13D reports
357
Last 30 days · 09/03–10/02
First reports over 5%
241
Last 30 days · 09/03–10/02
Dropped below 5%
83
Last 30 days · 09/03–10/02

5% stake reports

Holder
Institution for Savings Hingham07/209.9%334,137 sh+1.0pp
Thomas G. Fitzgerald02/0223.8%1,027,820 sh−1.4pp
Institution for Savings Hingham01/308.9%293,565 shFirst report
Royce & Associates01/208.92%278,158 sh+1.0pp
Royce & Associates25/10/087.88%245,721 shFirst report
Alliancebernstein25/08/133.8%117,187 sh−2.9pp
FJ Capital Management25/08/139.42%293,788 sh−1.4pp
FJ Capital Management25/03/0310.21%311,440 sh+4.5pp
FJ Capital Management25/03/035.76%175,752 shFirst report
Philip F. Herrick, Jr. & Carole L. Herrick Trust25/02/137.9%214,030 shFirst report
Thomas G. Fitzgerald25/01/3025.2%1,027,820 shNo earlier report