Trinity Financial Advisors LLC
· Reduced
Change
−12
Date
Q1 2026
RO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
· Reduced
Change
−12
Date
Q1 2026
|
Trinity Financial Advisors LLC | Reduced· Q1 2026 | – | −12 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Forish Ryan
· Officer
Tax withholding or exercise payment (F)
-$15K
|
Forish Ryan | Officer | Tax withholding or exercise payment (F) | $51.07 | -294 | -$15K | 24K | −1.2% | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Forish Ryan
· Officer
Tax withholding or exercise payment (F)
-$27K
|
Forish Ryan | Officer | Tax withholding or exercise payment (F) | $54.86 | -490 | -$27K | 25K | – | Jun 15, 2026 | Jun 16, 2026 | |||||||||
|
Hilsheimer Lawrence A.
· Director
Grant (A)
3K
|
Hilsheimer Lawrence A. | Director | Grant (A) | – | 3K | – | 44K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Kramer Nancy J.
· Director
Grant (A)
3K
|
Kramer Nancy J. | Director | Grant (A) | – | 3K | – | 20K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Ulman Doug
· Director
Grant (A)
3K
|
Ulman Doug | Director | Grant (A) | – | 3K | – | 4K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Devard Jerri
· Director
Grant (A)
3K
|
Devard Jerri | Director | Grant (A) | – | 3K | – | 21K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Birnbaum Beth A.
· Director
Grant (A)
3K
|
Birnbaum Beth A. | Director | Grant (A) | – | 3K | – | 17K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Szudarek Julie
· Director
Grant (A)
3K
|
Szudarek Julie | Director | Grant (A) | – | 3K | – | 15K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Dorsey Donna
· Director
Grant (A)
3K
|
Dorsey Donna | Director | Grant (A) | – | 3K | – | 13K | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Forish Ryan
· Officer
Tax withholding or exercise payment (F)
-$20K
|
Forish Ryan | Officer | Tax withholding or exercise payment (F) | $57.85 | -351 | -$20K | 25K | – | May 21, 2026 | May 22, 2026 | |||||||||
|
Allison Jonathan
· Officer
Sell
−$90K
|
Allison Jonathan | Officer | Sell | $55.96 | −2K | −$90K | 68K | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Allison Jonathan
· Officer
Sell
−$95K
|
Allison Jonathan | Officer | Sell | $55.74 | −2K | −$95K | 70K | – | May 12, 2026 | May 13, 2026 | |||||||||
|
Forish Ryan
· Officer
Tax withholding or exercise payment (F)
-$5K
|
Forish Ryan | Officer | Tax withholding or exercise payment (F) | $55.05 | -82 | -$5K | 25K | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Allison Jonathan
· Officer
Sell
−$76K
|
Allison Jonathan | Officer | Sell | $44.35 | −2K | −$76K | 72K | – | Apr 7, 2026 | Apr 8, 2026 | |||||||||
|
Allison Jonathan
· Officer
Sell
−$174K
|
Allison Jonathan | Officer | Sell | $42.33 | −4K | −$174K | 73K | – | Apr 2, 2026 | Apr 3, 2026 | |||||||||
1 reporting institutions disclosed ROOT position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.