Real time Form 13D and 13G transaction reports:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
- Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2024-07-08 12:43 pm Purchase |
2024-06-30 | 13G | Pender Capital Management LLC | Morton Capital Management LLC | 11,816,509 33.100% |
665,898 (+5.97%) |
Filing History |
| 2024-06-03 11:59 am Sale |
2023-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 3,191,132 22.170% |
-228,707 (-6.69%) |
Filing History |
| 2024-06-03 11:59 am Sale |
2022-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 3,419,839 19.700% |
-1,934,147 (-36.13%) |
Filing History |
| 2024-06-03 11:58 am Sale |
2021-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 5,353,986 25.200% |
-864,749 (-13.91%) |
Filing History |
| 2024-06-03 11:57 am Purchase |
2020-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 6,218,735 24.870% |
816,680 (+15.12%) |
Filing History |
| 2024-06-03 11:57 am Purchase |
2019-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 5,402,055 21.860% |
2,618,936 (+94.10%) |
Filing History |
| 2024-06-03 11:56 am Purchase |
2019-05-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 2,783,119 16.190% |
2,783,119 (New Position) |
Filing History |
| 2024-05-28 3:36 pm Purchase |
2023-12-31 | 13G | Keystone Private Income Fund | Morton Capital Management LLC | 808,793 9.360% |
138,002 (+20.57%) |
Filing |
| 2024-05-28 3:36 pm Purchase |
2022-12-31 | 13G | Keystone Private Income Fund | Morton Capital Management LLC | 670,791 11.380% |
198,534 (+42.04%) |
Filing |
| 2024-05-28 3:35 pm Purchase |
2022-05-31 | 13G | Keystone Private Income Fund | Morton Capital Management LLC | 472,257 12.000% |
472,257 (New Position) |
Filing |
| 2024-05-15 4:25 pm Purchase |
2023-12-31 | 13G | Pender Capital Management LLC | Morton Capital Management LLC | 11,150,611 55.820% |
5,975,621 (+115.47%) |
Filing History |
| 2024-05-08 3:38 pm Purchase |
2023-05-31 | 13G | Pender Capital Management LLC | Morton Capital Management LLC | 5,174,990 52.800% |
5,174,990 (New Position) |
Filing History |