PMG
13F-HR - PMG Family Office LLC (0002102299) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PMG Family Office LLC....
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Crown
13F-HR - Crown Wealth Group, LLC (0001845698) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Crown Wealth Group, LLC....
Kagan
13F-HR - Kagan Cocozza Asset Management (0002064489) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kagan Cocozza Asset Management....
Permianville
Permianville Royalty Trust announces November 2026 distribution.
The company issued a press release on October 19, 2026, announcing its distribution to be paid in November 2026....
JELD-WEN
JELD-WEN CFO Resigns; Company Names Interim CFO
Samantha Stoddard resigned as CFO to pursue a role outside the industry; Jeffrey Embt named interim CFO. The company reaffirmed full year 2026 financi...
MontVue
13F-HR - MontVue Capital Management, Inc. (0002008758) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MontVue Capital Management, Inc.....
Installed
IBP seeks $250M Term Loan B increase
Installed Building Products, Inc. plans to raise $250 million for its existing Term Loan B facility to fund general corporate purposes. The move under...
LEAR
Lear appoints CFO Fedele
Lear Corp named Jared Fedele as Senior Vice President and Chief Financial Officer, effective March 1, 2027, with a starting salary of $750,000....
LOCKERMAN
13F-HR - LOCKERMAN FINANCIAL GROUP, INC. (0001906539) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LOCKERMAN FINANCIAL GROUP, INC.....
Legacy
13F-HR - Legacy Advisors, LLC (0001720969) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Legacy Advisors, LLC....
STACKSTONE
13F-HR - STACKSTONE WEALTH, LLC (0002153379) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by STACKSTONE WEALTH, LLC....
CURIS
Curis issues Pre-Funded Common Stock Purchase Warrants
Curis issued Pre-Funded Common Stock Purchase Warrants with a $0.01 exercise price to an institutional purchaser, subject to Standard Settlement Perio...
NextBoat
NextBoat Subsidiary Issues Promissory Note
NextBoat Inc. subsidiary Off the Hook Yacht Sales NC, LLC issued a subordinated promissory note to BPC Management LLC to fund working capital through ...
UNITIL
Unitil markets $60M in mortgage bonds due in 2036 and 2038.
Unitil Corporation has authorized up to $30 million each of Series T and Series U First Mortgage Bonds, with agreements signed on October 14, 2026. Th...
Key
13F-HR - Key Client Fiduciary Advisors, LLC (0001912612) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Key Client Fiduciary Advisors, LLC....
LVW
13F-HR - LVW Advisors, LLC (0001576053) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LVW Advisors, LLC....
Cordoba
13F-HR - Cordoba Advisory Partners LLC (0002067133) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cordoba Advisory Partners LLC....
CWA
13F-HR - CWA Asset Management Group, LLC (0001667134) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CWA Asset Management Group, LLC....
Verisail
13F-HR - Verisail Partners, LLC (0002016904) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Verisail Partners, LLC....
Williams
13F-HR - Williams Financial, LLC (0001846923) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Williams Financial, LLC....