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 5 of 8
71 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-07-10 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2019-06-14 | Warner Bros. Discovery, Inc. (DISCB) Delisted | Mixed | +62,500,085 | $0 | EDGAR |
| 2019-05-10 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2019-04-08 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2019-02-08 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2018-12-10 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2018-11-07 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2018-08-28 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2018-04-16 | CHTR | Disp (D) | — | $0 | EDGAR |
| 2018-03-13 | CHTR | Disp (D) | — | $0 | EDGAR |
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.