Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.
| Filed | Form | Issuer | Stake | Shares | Intent | |
|---|---|---|---|---|---|---|
| 2026-05-21 | SCHEDULE 13D/A | ACCESS Newswire Inc.ACCS | 7.30% | 202,745 | view → | |
| 2025-01-03 | SCHEDULE | Where Food Comes From, Inc.WFCF | 12.70% | 668,302 | view → | |
| 2024-01-04 | SC | ISSUER DIRECT CORPACCS | — | — | view → | |
| 2024-01-04 | SC | Where Food Comes From, Inc.WFCF | — | — | view → | |
| 2022-01-05 | SC | Yorkmont Capital Partners, LP | — | — | view → | |
| 2022-01-05 | SC | Where Food Comes From, Inc.WFCF | — | — | view → | |
| 2022-01-05 | SC | Yorkmont Capital Partners, LP | — | — | view → | |
| 2022-01-05 | SC | ISSUER DIRECT CORPACCS | — | — | view → | |
| 2021-06-14 | SC | ISSUER DIRECT CORPACCS | — | — | view → | |
| 2021-01-08 | SC | Where Food Comes From, Inc.WFCF | — | — | view → | |
| 2020-01-15 | SC | Yorkmont Capital Partners, LP | — | — | view → | |
| 2020-01-15 | SC | Where Food Comes From, Inc.WFCF | — | — | view → | |
| 2019-01-04 | SC | Where Food Comes From, Inc.WFCF | — | — | view → | |
| 2018-01-04 | SC | ISSUER DIRECT CORPACCS | — | — | view → | |
| 2018-01-04 | SC | Where Food Comes From, Inc.WFCF | — | — | view → | |
| 2018-01-04 | SC | INNOVATIVE FOOD HOLDINGS INCIVFH | — | — | view → |
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