Public record / Tickers / SR

SR — SPIRE INC†

Both disclosure regimes on one name: who in Congress filed about SR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming SR
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
348
top-348 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-10-31 → filed 2025-11-21. Ranked over every SR row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in SR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SR in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $615K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SPIRE INC

Merged timeline of congressional filings and notable-manager moves on SR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,178 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$722M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$318M1
3STATE STREET CORP$272M1
4VANGUARD CAPITAL MANAGEMENT LLC$231M1
5DEUTSCHE BANK AG\$198M1
6AMERICAN CENTURY COMPANIES INC$189M1
7GEODE CAPITAL MANAGEMENT, LLC$155M1
8FULLER & THALER ASSET MANAGEMENT, INC.$149M1
9ADAGE CAPITAL PARTNERS GP, L.L.C.$109M1
10Nuveen, LLC$98.0M1
11DIMENSIONAL FUND ADVISORS LP$92.7M1
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$86.7M1
13DUFF & PHELPS INVESTMENT MANAGEMENT CO$84.4M1
14MORGAN STANLEY$78.8M1
15NORTHERN TRUST CORP$69.3M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$66.4M1
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/$64.8M1
18WELLINGTON MANAGEMENT GROUP LLP$59.6M1
19Bank of New York Mellon Corp$55.2M1
20Invesco Ltd.$54.8M1
21FIRST TRUST ADVISORS LP$49.6M1
22UBS Group AG$45.6M1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$43.4M1
24AQR CAPITAL MANAGEMENT LLC$37.4M1
25Energy Income Partners, LLC$36.4M1
26JUPITER ASSET MANAGEMENT LTD$35.1M1
27ProShare Advisors LLC$34.9M1
28BANK OF AMERICA CORP /DE/$34.9M1
29VANGUARD FIDUCIARY TRUST CO$34.5M1
30ExodusPoint Capital Management, LP$34.0M1
31VICTORY CAPITAL MANAGEMENT INC$33.6M1
32WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$31.7M1
33Qube Research & Technologies Ltd$29.6M1
34Legal & General Group Plc$25.6M1
35WEDGE CAPITAL MANAGEMENT L L P/NC$19.3M1
36South Street Advisors LLC$17.2M1
37PRINCIPAL FINANCIAL GROUP INC$17.1M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.5M1
39Resolution Capital Ltd$14.7M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.8M1
41EXCHANGE TRADED CONCEPTS, LLC$13.7M1
42HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.4M1
43Leeward Investments, LLC - MA$12.8M1
44Edgestream Partners, L.P.$11.4M1
45Ceredex Value Advisors LLC$10.9M1
46COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.9M1
47Swiss National Bank$10.6M1
48Meiji Yasuda Asset Management Co Ltd.$10.3M1
49AMERIPRISE FINANCIAL INC$9.4M1
50ALLIANCEBERNSTEIN L.P.$9.3M1
51MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.1M1
52Squarepoint Ops LLC$9.1M1
53WELLS FARGO & COMPANY/MN$8.2M1
54DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.2M1
55FMR LLC$8.1M1
56D. E. Shaw & Co., Inc.$7.9M1
57Azimuth Capital Investment Management LLC$7.7M1
58JANE STREET GROUP, LLC$7.2M1
59Man Group plc$6.9M1
60Yaupon Capital Management LP$6.8M1
61Baird Financial Group, Inc.$6.6M1
62Retirement Systems of Alabama$6.6M1
63CONGRESS ASSET MANAGEMENT CO$6.5M1
64MetLife Investment Management, LLC$5.5M1
65Magellan Asset Management Ltd$5.1M1
66MILLENNIUM MANAGEMENT LLC$5.0M1
67MACKENZIE FINANCIAL CORP$5.0M1
68SEI INVESTMENTS CO$4.8M1
69Maryland State Retirement & Pension System$4.8M1
70FIFTH THIRD BANCORP$4.8M1
71HENNESSY ADVISORS INC$4.7M1
72ICON ADVISERS INC/CO$4.4M1
73SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M1
74Quantinno Capital Management LP$4.1M1
75Boston Partners$4.1M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$4.0M1
77Cardinal Capital Management$4.0M1
78Vanguard Investments Australia, Ltd.$4.0M1
79VANGUARD ASSET MANAGEMENT, Ltd$4.0M1
80MACQUARIE GROUP LTD$3.9M1
81RENAISSANCE TECHNOLOGIES LLC$3.6M1
82XTX Topco Ltd$3.5M1
83Csenge Advisory Group$3.4M1
84FRANKLIN RESOURCES INC$3.4M1
85Phocas Financial Corp.$3.2M1
86BARCLAYS PLC$3.1M1
87Cerity Partners LLC$3.0M1
88KLP KAPITALFORVALTNING AS$2.8M1
89RAYMOND JAMES FINANCIAL INC$2.7M1
90Knights of Columbus Asset Advisors LLC$2.7M1
91MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.5M1
92VOYA INVESTMENT MANAGEMENT LLC$2.5M1
93STATE OF WISCONSIN INVESTMENT BOARD$2.4M1
94Janus Henderson Group Ltd.$2.4M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
96BANK OF MONTREAL /CAN/$2.4M1
97State of New Jersey Common Pension Fund D$2.3M1
98NEW YORK STATE COMMON RETIREMENT FUND$2.3M1
99Vanguard Global Advisers, LLC$2.2M1
100Corient Private Wealth LLC$2.1M1
101INTECH INVESTMENT MANAGEMENT LLC$2.1M1
102COMMERCE BANK$2.1M1
103KAVAR CAPITAL PARTNERS GROUP, LLC$2.1M1
104TD ASSET MANAGEMENT INC$2.0M1
105CI INVESTMENTS INC.$2.0M1
106ALPS ADVISORS INC$2.0M1
107US BANCORP \DE\$1.9M1
108PRUDENTIAL FINANCIAL INC$1.9M1
109Cetera Investment Advisers$1.9M1
110CITADEL ADVISORS LLC$1.9M1
111BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.8M1
112STIFEL FINANCIAL CORP$1.7M1
113OSAIC HOLDINGS, INC.$1.7M1
114BW Gestao de Investimentos Ltda.$1.7M1
115ADVISORY RESEARCH INC$1.7M1
116CWM, LLC$1.6M1
117Orion Investment Co$1.6M1
118YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
119Sanctuary Advisors, LLC$1.5M1
120CITIGROUP INC$1.5M1
121ROYAL BANK OF CANADA$1.5M1
122Arizona State Retirement System$1.5M1
123CWA Asset Management Group, LLC$1.5M1
124CREDIT AGRICOLE S A$1.4M1
125Ameritas Investment Partners, Inc.$1.4M1
126Creative Planning$1.4M1
127LPL Financial LLC$1.3M1
128STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
129XPONANCE LLC$1.3M1
130Federation des caisses Desjardins du Quebec$1.3M1
131Advisors Asset Management, Inc.$1.2M1
132Southern Financial Group, LLC$1.2M1
133NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
135Y-Intercept (Hong Kong) Ltd$1.1M1
136Pictet Asset Management Holding SA$984K1
137Sequoia Financial Advisors, LLC$967K1
138Amundi$962K1
139NISA INVESTMENT ADVISORS, LLC$952K1
140COMMONWEALTH EQUITY SERVICES, LLC$949K1
141Vanguard Personalized Indexing Management, LLC$941K1
142Mutual Advisors, LLC$785K1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$757K1
144Cornerstone Wealth Management, LLC$743K1
145CHOREO, LLC$720K1
146Beacon Pointe Advisors, LLC$719K1
147Tower Research Capital LLC (TRC)$697K1
148BURNEY CO/$695K1
149Focus Partners Wealth$688K1
150Graham Capital Management, L.P.$685K1
151FOX RUN MANAGEMENT, L.L.C.$674K1
152Laird Norton Wetherby Trust Company, LLC$673K1
153Private Advisor Group, LLC$670K1
154CENTRAL TRUST Co$650K1
155MERCER GLOBAL ADVISORS INC /ADV$643K1
156Mariner, LLC$642K1
157Gotham Asset Management, LLC$615K1
158M&T BANK CORP$600K1
159EP Wealth Advisors, LLC$595K1
160GeoWealth Management, LLC$575K1
161Krilogy Financial LLC$570K1
162MBM WEALTH CONSULTANTS, LLC$566K1
163Detalus Advisors, LLC$561K1
164ROMAN BUTLER FULLERTON & CO$557K1
165HighTower Advisors, LLC$552K1
166AGF MANAGEMENT LTD$546K1
167LEAVELL INVESTMENT MANAGEMENT, INC.$540K1
168Pathstone Holdings, LLC$527K1
169Swiss Life Asset Management Ltd$524K1
170Inspire Investing, LLC$522K1
171FEDERATED HERMES, INC.$516K1
172EVOLVE PRIVATE WEALTH, LLC$512K1
173Greenland Capital Management LP$512K1
174D.A. DAVIDSON & CO.$498K1
175Verition Fund Management LLC$471K1
176Freestone Grove Partners LP$464K1
177ELEVATION POINT WEALTH PARTNERS, LLC$447K1
178BFSG, LLC$443K1
179TWO SIGMA INVESTMENTS, LP$441K1
180GLENMEDE TRUST CO NA$437K1
181Groupe la Francaise$431K1
182AXQ CAPITAL, LP$430K1
183BLAIR WILLIAM & CO/IL$422K1
184Ethic Inc.$404K1
185SECURIAN ASSET MANAGEMENT, INC$395K1
186IFM Investors Pty Ltd$374K1
187DnB Asset Management AS$367K1
188Chicago Partners Investment Group LLC$367K1
189MONETA GROUP INVESTMENT ADVISORS LLC$362K1
190Ensign Peak Advisors, Inc$358K1
191Ballentine Partners, LLC$349K1
192ENVESTNET ASSET MANAGEMENT INC$349K1
193Chesley Taft & Associates LLC$343K1
1941832 Asset Management L.P.$337K1
195BTC Capital Management, Inc.$337K1
196Vise Technologies, Inc.$337K1
197Summit Financial, LLC$332K1
198MARTINGALE ASSET MANAGEMENT L P$326K1
199Huntleigh Advisors, Inc.$320K1
200Sumitomo Mitsui Trust Group, Inc.$309K1
201J.W. COLE ADVISORS, INC.$309K1
202UMB Bank, n.a.$308K1
203Dupree Financial Group, LLC$307K1
204CIBC Bancorp USA Inc.$305K1
205Atria Investments, Inc$303K1
206Crossmark Global Holdings, Inc.$299K1
207W.G. Shaheen & Associates DBA Whitney & Co$299K1
208Kestra Advisory Services, LLC$297K1
209QUADRANT CAPITAL GROUP LLC$295K1
210Horizon Investment Services, LLC$289K1
211Meeder Advisory Services, Inc.$282K1
212HFR Wealth Management, LLC$275K1
213111 Capital$272K1
214VICTORY FINANCIAL GROUP, LLC$255K1
215Vident Advisory, LLC$251K1
216Farringdon Capital, Ltd.$250K1
217Parkside Financial Bank & Trust$236K1
218JOURNEY STRATEGIC WEALTH LLC$233K1
219PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$226K1
220MAI Capital Management$224K1
221UNITED CAPITAL FINANCIAL ADVISORS, LLC$221K1
222CONNABLE OFFICE INC$214K1
223Garner Asset Management Corp$214K1
224Optimize Financial Inc$213K1
225Brevan Howard Capital Management LP$212K1
226Carrera Capital Advisors$211K1
227GREENLEAF TRUST$209K1
228PROFUND ADVISORS LLC$208K1
229Empowered Funds, LLC$208K1
230Dynamic Technology Lab Private Ltd$206K1
231O'SHAUGHNESSY ASSET MANAGEMENT, LLC$205K1
232Sterling Capital Management LLC$176K1
233Rockefeller Capital Management L.P.$175K1
234BNP Paribas Asset Management Holding S.A.$173K1
235Bayforest Capital Ltd$121K1
236Meramec Financial Planners, LLC$121K1
237SIGNATUREFD, LLC$114K1
238Blue Trust, Inc.$99.6K1
239Mitsubishi UFJ Trust & Banking Corp$99.5K1
240Physician Wealth Advisors, Inc.$92.8K1
241Arax Advisory Partners$86.7K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$82.5K1
243SUMMIT SECURITIES GROUP LLC$71.3K1
244Missouri Trust & Investment Co$63.4K1
245THRIVENT FINANCIAL FOR LUTHERANS$63.3K1
246Larson Financial Group LLC$59.1K1
247Smartleaf Asset Management LLC$55.1K1
248NOMURA ASSET MANAGEMENT CO LTD$51.6K1
249Destiny Wealth Partners, LLC$46.3K1
250PRIVATE TRUST CO NA$45.8K1
251INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$45.4K1
252Steward Partners Investment Advisory, LLC$44.0K1
253UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$42.6K1
254Cassaday & Co Wealth Management LLC$42.6K1
255Kemnay Advisory Services Inc.$42.5K1
256FINANCIAL CONSULATE, INC$39.7K1
257SHP Wealth Management$38.8K1
258Pinnacle Wealth Planning Services, Inc.$36.9K1
259MV CAPITAL MANAGEMENT, INC.$36.2K1
260Daiwa Securities Group Inc.$27.6K1
261Allworth Financial LP$26.2K1
262Abound Wealth Management$25.4K1
263First Command Advisory Services, Inc.$22.6K1
264Optiver Holding B.V.$22.4K1
265Opal Wealth Advisors, LLC$22.1K1
266Clearstead Trust, LLC$18.7K1
267Triumph Capital Management$18.3K1
268EASTERN BANK$15.4K1
269Atlantic Union Bankshares Corp$13.6K1
270NATIXIS ADVISORS, LLC$13.2K1
271Private Wealth Management Group, LLC$11.6K1
272Arlington Trust Co LLC$10.7K1
273Eurizon Capital SGR S.p.A.$10.7K1
274Quaker Wealth Management, LLC$9.2K1
275Reyes Financial Architecture, Inc.$9.1K1
276CANADA LIFE ASSURANCE Co$7.3K1
277Bell Investment Advisors, Inc$6.4K1
278CVA Family Office, LLC$5.2K1
279Mitsubishi UFJ Asset Management Co., Ltd.$4.6K1
280FARMERS & MERCHANTS INVESTMENTS INC$4.5K1
281NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.2K1
282NBT BANK, N.A.$4.2K1
283Quarry LP$3.8K1
284Keating Financial Advisory Services, Inc.$3.4K1
285Tradewinds Capital Management, LLC$3.0K1
286JPL Wealth Management, LLC$2.8K1
287HRT FINANCIAL LP$2.7K1
288ASSETMARK, INC$2.5K1
289Manchester Capital Management LLC$2.4K1
290AMALGAMATED BANK$2.3K1
291JFS WEALTH ADVISORS, LLC$2.3K1
292WPG Advisers, LLC$2.3K1
293VAN ECK ASSOCIATES CORP$2.1K1
294TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.5K1
295PICTON MAHONEY ASSET MANAGEMENT$1.5K1
296Annis Gardner Whiting Capital Advisors, LLC$1.4K1
297Godfrey Financial Associates, Inc.$1.4K1
298Clearstead Advisors, LLC$1.4K1
299ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.1K1
300SBI Securities Co., Ltd.$1.1K1
301Signature Equity Partners, LLC$9961
302CHASE INVESTMENT COUNSEL CORP$9551
303Fruth Investment Management$8551
304State of Alaska, Department of Revenue$7081
305DiNuzzo Private Wealth, Inc.$6341
306Spire Wealth Management$5431
307Wall Street Financial Group, Inc.$5431
308South Dakota Investment Council$5371
309PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4311
310Vermillion Wealth Management, Inc.$2721
311SJS Investment Consulting Inc.$2721
312Rialto Wealth Management, LLC$1821
313HFM Investment Advisors, LLC$1811
314KBC Group NV$1791
315HARBOR CAPITAL ADVISORS, INC.$351
316Capital Advisors, Ltd. LLC$111
317VANGUARD GROUP INC— value not disclosed1
318SMITH, MOORE & CO.— value not disclosed1
319JONES FINANCIAL COMPANIES LLLP— value not disclosed1
320HSBC HOLDINGS PLC— value not disclosed1
321COMERICA BANK— value not disclosed1
322CIBC WORLD MARKETS CORP— value not disclosed1
323LAZARD ASSET MANAGEMENT LLC— value not disclosed1
324NATIXIS— value not disclosed1
325CIBC Private Wealth Group LLC— value not disclosed1
326Magnetar Financial LLC— value not disclosed1
327NORGES BANK— value not disclosed1
328Hudson Bay Capital Management LP— value not disclosed1
329Quantbot Technologies LP— value not disclosed1
330Allianz Asset Management GmbH— value not disclosed1
331Zimmer Partners, LP— value not disclosed1
332Tidal Investments LLC— value not disclosed1
333Global Retirement Partners, LLC— value not disclosed1
334MQS Management LLC— value not disclosed1
335TWINBEECH CAPITAL LP— value not disclosed1
336Aquatic Capital Management LLC— value not disclosed1
337INCEPTIONR LLC— value not disclosed1
338Jackson Creek Investment Advisors LLC— value not disclosed1
339AlphaQuest LLC— value not disclosed1
340SageView Advisory Group, LLC— value not disclosed1
341Dunhill Financial, LLC— value not disclosed1
342Caitong International Asset Management Co., Ltd— value not disclosed1
343Vennlight Capital Management, LP— value not disclosed1
344Accent Capital Management, LLC— value not disclosed1
345Jain Global LLC— value not disclosed1
346Massar Capital Management, LP— value not disclosed1
347OPTIMA CAPITAL LLC— value not disclosed1
348Gunpowder Capital Management, LLC dba Oliver Wealth Management— value not disclosed1
Truncated by Public Filings. Every one of the 316 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SR

RETAINED WINDOW · ACTIVE HITS

Zero hits on SR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SR · financials and macro

Financials — as filed PLANNED

SR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing