Fund holdings
361KPrior-quarter shares · no longer reported
2 tracked managers disclosed the same change for Q2 2026. From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.
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Insider tradesView the official recordSEC Form 4 — Statement of Changes in Beneficial Ownership
Insider trade
Director exercised or converted 1,786 CRM derivative securities
Traded Jul 22, 2026 · Filed Jul 23, 2026
- 1,786
- Shares
Why it stands out
Derivative exercise or conversion — not an open-market buy.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
All the details
Dates, kept separate
- Transaction date
- Jul 22, 2026
- Reporting period
- Not applicable
- Filed with the SEC
- Jul 23, 2026
DirectorOption exercise
Context
- Classification
option exercise
Code M — exercise or conversion of a derivative security
- Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
- Record ID
- 0001108524-26-000154