Informed-money record
Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.
Bullish filings
16
Bearish filings
9
Named actors
13
Disclosed $ (bull / bear)
$187.7M + 8 of unknown size / $732.8M
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-08-13 | 5%+ holder (13G) — increased stake Independent Franchise Partners LLP | increased its stake (13D/G amendment) | — | SEC ↗ |
| 2026-08-13 | 5%+ holder (13G) — increased stake Independent Franchise Partners LLP | increased its stake (13D/G amendment) | — | SEC ↗ |
| 2026-06-30 | Institution (13F) GLENVIEW CAPITAL MANAGEMENT, LLC | exited a position | $32.7M | — |
| 2026-06-30 | Institution (13F) TIGER GLOBAL MANAGEMENT LLC | exited a position | $304.9M | — |
| 2026-06-30 |
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Start free — 1 week, no card →Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals
| exited a position |
| $99K |
| — |
| 2026-05-14 | 5%+ holder (13G) Independent Franchise Partners LLP | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-05-14 | 5%+ holder (13G) Capital World Investors | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-04-30 | 5%+ holder (13G) VANGUARD CAPITAL MANAGEMENT LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-04-29 | 5%+ holder (13G) VANGUARD PORTFOLIO MANAGEMENT LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-04-29 | 5%+ holder (13G) VANGUARD PORTFOLIO MANAGEMENT LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-03-31 | Institution (13F) GLENVIEW CAPITAL MANAGEMENT, LLC | trimmed a position | $46.7M | — |
| 2026-03-31 | Institution (13F) TIGER GLOBAL MANAGEMENT LLC | added to a position | $108.3M | — |
| 2026-03-31 | Institution (13F) COATUE MANAGEMENT LLC | reported a new position | $30.6M | — |
| 2026-03-31 | Institution (13F) EMINENCE CAPITAL, LP | added to a position | $269K | — |
| 2026-03-31 | Institution (13F) Ancora Advisors LLC | added to a position | $15K | — |
| 2026-03-31 | Institution (13F) Duquesne Family Office LLC | exited a position | $13.1M | — |
| 2026-03-31 | Institution (13F) Altimeter Capital Management, LP | exited a position | $149.2M | — |
| 2026-02-05 | 5%+ holder (13G) FMR LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2025-12-31 | Institution (13F) GLENVIEW CAPITAL MANAGEMENT, LLC | added to a position | $10.8M | — |
| 2025-12-31 | Institution (13F) TIGER GLOBAL MANAGEMENT LLC | added to a position | $24.5M | — |
| 2025-12-31 | Institution (13F) COATUE MANAGEMENT LLC | exited a position | $57.0M | — |
| 2025-12-31 | Institution (13F) MAVERICK CAPITAL LTD | exited a position | $79.5M | — |
| 2025-12-31 | Institution (13F) EMINENCE CAPITAL, LP | trimmed a position | $49.5M | — |
| 2025-12-31 | Institution (13F) Ancora Advisors LLC | reported a new position | $83K | — |
| 2025-12-31 | Institution (13F) Duquesne Family Office LLC | reported a new position | $13.1M | — |