ADVANCE LONG-TERM MANAGEMENT TRUST

CIK 1455381 · last filed 2025-07-08

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$911.79M

Companies

2

Total Filings

71

Lifetime Open-Market Net

$0

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CHTR Director 6,252,840 $145.82 $911.79M $0 55 2025-07-08
Warner Bros. Discovery, Inc. (DISCB) Delisted Director 11,673,890 $24.45 $285.43M $0 16 2021-06-21

Recent Filings · Page 2 of 8

71 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2023-09-08 CHTR Disp (D) $0 EDGAR
2023-07-25 CHTR Mixed $0 EDGAR
2023-06-07 CHTR Disp (D) $0 EDGAR
2023-05-08 CHTR Disp (D) $0 EDGAR
2023-03-06 CHTR Disp (D) $0 EDGAR
2022-11-04 CHTR Disp (D) $0 EDGAR
2022-10-05 CHTR Disp (D) $0 EDGAR
2022-08-05 CHTR Disp (D) $0 EDGAR
2022-07-08 CHTR Disp (D) $0 EDGAR
2022-06-08 CHTR Disp (D) $0 EDGAR
Showing 1120 of 71
Page 2 of 8
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.