Public record / Tickers / COMP

COMP — Compass, Inc.

Both disclosure regimes on one name: who in Congress filed about COMP, 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
1
all PTR rows naming COMP
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
375
top-375 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2026-07-16 → filed 2026-09-04. Ranked over every COMP row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

1 row 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COMP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COMP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-16 LATE·50d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in COMP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing COMP in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · COMP

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Gotham Asset Management $228K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · COMPASS INC

Merged timeline of congressional filings and notable-manager moves on COMP
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−911 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · 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 COMP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$786M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$439M1
3BlackRock, Inc.$369M1
4VANGUARD CAPITAL MANAGEMENT LLC$226M1
5SB INVESTMENT ADVISERS (UK) LTD$161M1
6Capital International Investors$146M1
7DIMENSIONAL FUND ADVISORS LP$112M1
8STATE STREET CORP$107M1
9Parsifal Capital Management, LP$87.1M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$84.7M1
11CITADEL ADVISORS LLC$78.1M1
12Artisan Partners Limited Partnership$73.4M1
13Senvest Management, LLC$67.1M1
14Schonfeld Strategic Advisors LLC$55.1M1
15Philosophy Capital Management LLC$49.5M1
16UBS Group AG$49.0M1
17Kanen Wealth Management LLC$46.8M1
18DISCOVERY CAPITAL MANAGEMENT, LLC / CT$44.4M1
19Southpoint Capital Advisors LP$43.9M1
20Nuveen, LLC$41.8M1
21SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$41.7M1
22WCM INVESTMENT MANAGEMENT, LLC$41.1M1
23NORTHERN TRUST CORP$40.9M1
24Atreides Management, LP$40.7M1
25MILLENNIUM MANAGEMENT LLC$38.6M1
26MAVERICK CAPITAL LTD$37.8M1
27Pertento Partners LLP$35.8M1
28BALYASNY ASSET MANAGEMENT L.P.$33.4M1
29VANGUARD FIDUCIARY TRUST CO$31.8M1
30WELLINGTON MANAGEMENT GROUP LLP$31.6M1
31RENAISSANCE TECHNOLOGIES LLC$30.6M1
32Rubric Capital Management LP$27.4M1
33Connor, Clark & Lunn Investment Management Ltd.$26.1M1
34CANYON CAPITAL ADVISORS LLC$25.6M1
35Divisadero Street Capital Management, LP$24.8M1
36Alta Park Capital, LP$24.8M1
37Verition Fund Management LLC$24.7M1
38Nixon Capital, LLC$20.5M1
39MORGAN STANLEY$20.3M1
40RIVERNORTH CAPITAL MANAGEMENT, LLC$20.3M1
41Gator Capital Management, LLC$19.8M1
42Qube Research & Technologies Ltd$19.6M1
43Avala Global LP$15.4M1
44Tensile Capital Management LP$14.6M1
45TORONTO DOMINION BANK$14.5M1
46WELLS FARGO & COMPANY/MN$14.4M1
47JACOBS LEVY EQUITY MANAGEMENT, INC$14.3M1
48Granahan Investment Management, LLC$13.8M1
49BANK OF MONTREAL /CAN/$13.6M1
50Pillsbury Lake Capital LLC$11.7M1
51CANADA PENSION PLAN INVESTMENT BOARD$10.7M1
52Clearline Capital LP$10.4M1
53Holocene Advisors, LP$10.2M1
54AQR CAPITAL MANAGEMENT LLC$9.7M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.7M1
56BWCP, LP$9.5M1
57PRINCIPAL FINANCIAL GROUP INC$9.5M1
58Swiss National Bank$9.3M1
59Voleon Capital Management LP$9.1M1
60Invesco Ltd.$8.9M1
61Long Pond Capital, LP$8.9M1
62BANK OF AMERICA CORP /DE/$8.6M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.4M1
64Squarepoint Ops LLC$8.4M1
65TWO SIGMA INVESTMENTS, LP$8.4M1
66HENNESSY ADVISORS INC$8.2M1
67Lighthouse Investment Partners, LLC$8.0M1
68CIBC Bancorp USA Inc.$8.0M1
69BANK OF NOVA SCOTIA$7.6M1
70Metavasi Capital LP$7.6M1
71J. Goldman & Co LP$7.4M1
72ALPINE ASSOCIATES MANAGEMENT INC.$7.0M1
73LPL Financial LLC$7.0M1
74ALLIANCEBERNSTEIN L.P.$6.8M1
75INTERCAPITAL, LLC$6.3M1
76Think Investments LP$6.0M1
77CYPRESS POINT INVESTMENT MANAGEMENT LP$5.6M1
78SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.4M1
79SEI INVESTMENTS CO$5.3M1
80READYSTATE ASSET MANAGEMENT LP$5.2M1
81Lansing Management LP$5.1M1
82TOWLE & CO$4.6M1
83CenterBook Partners LP$4.6M1
84OSSIAM$4.5M1
85Dana Investment Advisors, Inc.$4.5M1
86Cresset Asset Management, LLC$4.3M1
87VANGUARD ASSET MANAGEMENT, Ltd$4.3M1
88DEUTSCHE BANK AG\$4.2M1
89Union Square Park Capital Management, LLC$4.2M1
90FORMULA GROWTH LTD$4.1M1
91Aquatic Capital Management LLC$4.1M1
92Legal & General Group Plc$3.8M1
93PRUDENTIAL FINANCIAL INC$3.8M1
94SUSQUEHANNA ADVISORS GROUP, INC.$3.8M1
95Empowered Funds, LLC$3.7M1
96SIMON QUICK ADVISORS, LLC$3.6M1
97PRELUDE CAPITAL MANAGEMENT, LLC$3.5M1
98Focus Partners Wealth$3.5M1
99MUFG Securities EMEA plc$3.4M1
100Nicholas Investment Partners, LP$3.1M1
101STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
102Janus Henderson Group Ltd.$2.9M1
103D. E. Shaw & Co., Inc.$2.9M1
104OP Asset Management Ltd$2.7M1
105NOMURA HOLDINGS INC$2.7M1
106NORDEA INVESTMENT MANAGEMENT AB$2.5M1
107Mesirow Financial Investment Management, Inc.$2.5M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.5M1
109Allianz Asset Management GmbH$2.4M1
110Universal- Beteiligungs- und Servicegesellschaft mbH$2.4M1
111INVESTMENT HOUSE LLC$2.4M1
112Quantinno Capital Management LP$2.4M1
113CIBC WORLD MARKET INC.$2.3M1
114WOLVERINE ASSET MANAGEMENT LLC$2.2M1
115MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
116Engle Capital Management, L.P.$2.2M1
117BOOTHBAY FUND MANAGEMENT, LLC$2.1M1
118Creative Planning$2.1M1
119Marnell Management LLC$2.0M1
120Vanguard Global Advisers, LLC$2.0M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
122EMG Holdings, L.P.$1.9M1
123Walleye Capital LLC$1.8M1
124RAYMOND JAMES FINANCIAL INC$1.8M1
125State of New Jersey Common Pension Fund D$1.7M1
126Revolve Wealth Partners, LLC$1.7M1
127Engineers Gate Manager LP$1.6M1
128Navis Wealth Advisors, LLC$1.6M1
129XTX Topco Ltd$1.6M1
130IEQ CAPITAL, LLC$1.5M1
131THIRD AVENUE MANAGEMENT LLC$1.4M1
132Arizona State Retirement System$1.3M1
133INTECH INVESTMENT MANAGEMENT LLC$1.3M1
134BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.3M1
135Vanguard Investments Australia, Ltd.$1.2M1
136AMERICAN CENTURY COMPANIES INC$1.2M1
137WHITEBOX ADVISORS LLC$1.1M1
138STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.1M1
139KLP KAPITALFORVALTNING AS$1.0M1
140Dynamic Technology Lab Private Ltd$1.0M1
141MAI Capital Management$1.0M1
142MOODY NATIONAL BANK TRUST DIVISION$971K1
143Kilter Group LLC$948K1
144Allspring Global Investments Holdings, LLC$944K1
145Saba Capital Management, L.P.$933K1
146HighTower Advisors, LLC$932K1
147Mutual Advisors, LLC$856K1
148Ensign Peak Advisors, Inc$833K1
149WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$812K1
150VOYA INVESTMENT MANAGEMENT LLC$806K1
151Pictet Asset Management Holding SA$796K1
152Sphera Management Technology Funds Ltd$731K1
153ProShare Advisors LLC$681K1
154CWM, LLC$648K1
155Cetera Investment Advisers$584K1
156Cerity Partners LLC$532K1
157Institute for Wealth Management, LLC.$525K1
158Klingman & Associates, LLC$515K1
159OXFORD ASSET MANAGEMENT LLP$501K1
160Mariner, LLC$477K1
161Equitable Holdings, Inc.$477K1
162Scientech Research LLC$468K1
163Hudson Bay Capital Management LP$466K1
164OSAIC HOLDINGS, INC.$458K1
165FRANKLIN RESOURCES INC$455K1
166Joel Isaacson & Co., LLC$451K1
167Integrated Quantitative Investments LLC$450K1
168Brevan Howard Capital Management LP$444K1
169Aster Capital Management (DIFC) Ltd$442K1
170CITIGROUP INC$439K1
171XPONANCE LLC$432K1
172Vise Technologies, Inc.$421K1
173TEACHER RETIREMENT SYSTEM OF TEXAS$395K1
174Amundi$382K1
175WealthCare Investment Partners, LLC$368K1
176PLANNING ALTERNATIVES LTD /ADV$366K1
177Graham Capital Management, L.P.$366K1
178Vanguard Personalized Indexing Management, LLC$361K1
179OPPENHEIMER & CO INC$360K1
180Caitong International Asset Management Co., Ltd$334K1
181Wealthfront Advisers LLC$333K1
182Cynosure Group, LLC$330K1
183Horizon Wealth Management, LLC$318K1
184Blueshift Asset Management, LLC$318K1
185MIRABELLA FINANCIAL SERVICES LLP$315K1
186Eos Management, L.P.$315K1
187Tower Research Capital LLC (TRC)$294K1
188Swiss Life Asset Management Ltd$293K1
189Clear Harbor Asset Management, LLC$285K1
190Coastal Bridge Advisors, LLC$274K1
191Alamea Verwaltungs GmbH$259K1
192Americana Partners, LLC$259K1
193MERCER GLOBAL ADVISORS INC /ADV$256K1
194Storgate, LLC$248K1
195Pallas Capital Advisors LLC$241K1
196DnB Asset Management AS$241K1
197Birch Hill Investment Advisors LLC$236K1
198LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$231K1
199Gotham Asset Management, LLC$228K1
200Freestone Grove Partners LP$225K1
201Essex Financial Services, Inc.$217K1
202CIBC Asset Management Inc$216K1
203Crystal Cove Asset Management, LLC$214K1
204Optas, LLC$209K1
205IMC-Chicago, LLC$201K1
206Sanctuary Advisors, LLC$187K1
207Chicago Partners Investment Group LLC$184K1
208Pathstone Holdings, LLC$183K1
209EP Wealth Advisors, LLC$181K1
210Clare Market Investments LLC$177K1
211FOUNDATIONS INVESTMENT ADVISORS, LLC$170K1
212State of Wyoming$165K1
213Ballentine Partners, LLC$160K1
214Wedmont Private Capital$154K1
215VARCOV Co.$154K1
216Corient Private Wealth LLC$145K1
217Evanson Asset Management, LLC$143K1
218ROYAL BANK OF CANADA$136K1
219FIDUCIARY TRUST CO$135K1
220ANGELES WEALTH MANAGEMENT, LLC$135K1
221M&T BANK CORP$131K1
222O'SHAUGHNESSY ASSET MANAGEMENT, LLC$131K1
223STIFEL FINANCIAL CORP$130K1
224ZACKS INVESTMENT MANAGEMENT$130K1
225Riverbend Wealth Management, LLC$127K1
226Verum Partners LLC$126K1
227Weaver Consulting Group$126K1
228Fieldview Capital Management, LLC$124K1
229LAZARD ASSET MANAGEMENT LLC$117K1
230Cache Advisors, LLC$116K1
231Crown Wealth Group, LLC$115K1
232CITIZENS FINANCIAL GROUP INC/RI$115K1
233TWO SIGMA SECURITIES, LLC$111K1
234Berman McAleer LLC$108K1
235Abel Hall, LLC$106K1
236NORDEN GROUP LLC$105K1
237Intrepid Financial Planning Group LLC$105K1
238Focus Partners Advisor Solutions, LLC$102K1
239AE Wealth Management LLC$92.9K1
240FIRST TRUST ADVISORS LP$92.5K1
241GWN SECURITIES INC.$91.3K1
242World Investment Advisors$86.7K1
243Brooklyn Investment Group$85.7K1
244BNP Paribas Asset Management Holding S.A.$84.5K1
245PROFUND ADVISORS LLC$84.0K1
246GUGGENHEIM CAPITAL LLC$82.9K1
247FIFTH THIRD BANCORP$82.2K1
248Inscription Capital, LLC$82.1K1
249XML Financial, LLC$81.8K1
250Merit Financial Group, LLC$81.0K1
251COMMONWEALTH EQUITY SERVICES, LLC$79.5K1
252New England Research & Management, Inc.$78.9K1
253QRG CAPITAL MANAGEMENT, INC.$76.9K1
254NewEdge Advisors, LLC$76.8K1
255EVENTIDE ASSET MANAGEMENT, LLC$75.0K1
256FEDERATED HERMES, INC.$72.1K1
257Rockefeller Capital Management L.P.$68.6K1
258Kemnay Advisory Services Inc.$34.4K1
259MB, LEVIS & ASSOCIATES, LLC$31.4K1
260NOMURA ASSET MANAGEMENT CO LTD$30.7K1
261Allworth Financial LP$28.2K1
262US BANCORP \DE\$27.9K1
263Optiver Holding B.V.$22.4K1
264Steward Partners Investment Advisory, LLC$19.9K1
265TD Capital Management LLC$17.9K1
266Arax Advisory Partners$17.8K1
267Smartleaf Asset Management LLC$17.7K1
268N.E.W. Advisory Services LLC$14.4K1
269Mowery & Schoenfeld Wealth Management, LLC$13.7K1
270Private Wealth Management Group, LLC$8.5K1
271Redwood Park Advisors LLC$8.4K1
272Investors Research Corp$7.3K1
273True Wealth Design, LLC$7.3K1
274Portus Wealth Advisors, LLC$6.7K1
275SIGNATUREFD, LLC$6.2K1
276PEAK6 LLC$5.3K1
277SouthState Bank Corp$5.0K1
278Financial Network Wealth Advisors LLC$4.9K1
279Legacy Wealth Managment, LLC/ID$3.7K1
280Parkside Financial Bank & Trust$3.3K1
281MV CAPITAL MANAGEMENT, INC.$3.0K1
282Legacy Bridge, LLC$2.9K1
283Elequin Capital, LP$2.8K1
284UMB Bank, n.a.$2.7K1
285Godfrey Financial Associates, Inc.$2.3K1
286KBC Group NV$2.1K1
287Quarry LP$1.7K1
288DANSKE BANK A/S$1.5K1
289Caption Management, LLC$1.5K1
290TFC Financial Management, Inc.$1.5K1
291Pinnacle Wealth Planning Services, Inc.$1.2K1
292QUADRANT CAPITAL GROUP LLC$1.2K1
293ALGERT GLOBAL LLC$1.0K1
294First Pacific Financial$8051
295CVA Family Office, LLC$7091
296Vestcor Inc$6211
297Investors Portfolio Services LLC$5811
298JFS WEALTH ADVISORS, LLC$5271
299Physician Wealth Advisors, Inc.$5201
300Marquette Asset Management, LLC$4831
301SJS Investment Consulting Inc.$4761
302Penserra Capital Management LLC$3561
303THRIVENT FINANCIAL FOR LUTHERANS$3501
304State of Alaska, Department of Revenue$2481
305ASSETMARK, INC$1831
306Transamerica Financial Advisors, LLC$1601
307GHP Investment Advisors, Inc.$591
308WPG Advisers, LLC$511
309DiNuzzo Private Wealth, Inc.$371
310HFM Investment Advisors, LLC$291
311VALLEY NATIONAL ADVISERS INC$81
312MEEDER ASSET MANAGEMENT INC$71
313Capital Analysts, LLC$21
314Avion Wealth$11
315WEXFORD CAPITAL LP$01
316TRUIST FINANCIAL CORP$01
317Jefferies Financial Group Inc.$01
318VANGUARD GROUP INC$01
319ARS Investment Partners, LLC$01
320ARDSLEY ADVISORY PARTNERS LP$01
321Wilmington Savings Fund Society, FSB$01
322COMERICA BANK$01
323MACKENZIE FINANCIAL CORP$01
324CIBC WORLD MARKETS CORP$01
325CANNELL CAPITAL LLC$01
326EQUITEC PROPRIETARY MARKETS, LLC$01
327OPPENHEIMER ASSET MANAGEMENT INC.$01
328DIKER MANAGEMENT LLC$01
329CIBC Private Wealth Group LLC$01
330Luxor Capital Group, LP$01
331LONESTAR CAPITAL MANAGEMENT LLC$01
332TIG Advisors, LLC$01
333BRIGHTON JONES LLC$01
334GSA CAPITAL PARTNERS LLP$01
335ENVESTNET ASSET MANAGEMENT INC$01
336DekaBank Deutsche Girozentrale$01
337TWO SIGMA ADVISERS, LP$01
338Yost Capital Management, LP$01
339Twin Tree Management, LP$01
340HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
341VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
342JANE STREET GROUP, LLC$01
343Point72 Asset Management, L.P.$01
344WINTON GROUP Ltd$01
345Boussard & Gavaudan Investment Management LLP$01
346PSquared Asset Management AG$01
347Point Break Capital Management, LLC$01
348Man Group plc$01
349NWAM LLC$01
350Castle Hook Partners LP$01
351IHT Wealth Management, LLC$01
352Security National Bank$01
353Shay Capital LLC$01
354ExodusPoint Capital Management, LP$01
355Global Retirement Partners, LLC$01
356Soviero Asset Management, LP$01
357Y-Intercept (Hong Kong) Ltd$01
358Verdad Advisers, LP$01
359OCCUDO QUANTITATIVE STRATEGIES LP$01
360Cannon Global Investment Management, LLC$01
361AlphaQuest LLC$01
362Barrier Capital Management, LLC$01
363Forum Financial Management, LP$01
364SageView Advisory Group, LLC$01
365Nearwater Capital Markets, Ltd$01
366Integrity Financial Corp /WA$01
367Dunhill Financial, LLC$01
368TFB Advisors LLC$01
369Moran Wealth Management, LLC$01
370Polymer Capital Management (US) LLC$01
371Jain Global LLC$01
372Bayforest Capital Ltd$01
373Brucke Financial, Inc.$01
374OPTIMA CAPITAL LLC$01
375ENTRUST FINANCIAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 375 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 COMP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming COMP
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for COMP · financials and macro

Financials — as filed PLANNED

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