Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merchants BancorpMBIN · Entity 4382 | Director | July 30, 2026 | July 31, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Merchants Bancorp
Report date July 30, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs Trustee of The Petrie Grandchildren Trust | 727,103 |
Reported balance
After 2026-07-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-30 · Sale · Disposed 9,000 · Balance 727,103 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.20 to $55.23 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee of Old Trail Investments Trust | 77,130 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 77,130 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 14,033 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,033 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.20 to $55.23 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Jul 31, 2026 20:17 UTC | Merchants Bancorp MBIN · Entity 4382 | SaleCommon Stock | 9,000 | $55.20 | $496,800.00 |
DisclosureSEC source: 0002135960-26-000002 · primarydocument.xml · nonDerivative · entry 1 Kaercher Julia L. · CIK 0002135960 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of The Petrie Grandchildren Trust Disclosed balance after: 727,103 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.20 to $55.23 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.