Largest disclosed lower bound
Daniel S. Goldman · $1.0K–$15.0K
Sale · traded 2023-03-06 → filed 2023-04-17. Ranked over every GO row by the provable lower bound, never a point estimate.
Public record / Tickers / GO
GO — Grocery Outlet Holding Corp.†
Both disclosure regimes on one name: who in Congress filed about GO, 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
- 6 all PTR rows naming GO
- Members · 12m
- 0 0 buys · 0 sells · by trade date
- Latest PTR
- 04-17 filed 2023-04-17
- 13F holders
- 213 top-213 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
Congress · trailing 12 months
No member disclosed GO in the trailing 12 months
Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.
Late filings
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 BOUNDNo dated GO rows fall inside the trailing 24 months by trade date.
Trade date, not filing date — the lag lives in the table below. 0 rows placed.
PLANNED institutional holder flow by quarter
Congressional disclosures
ALL PTR ROWS NAMING GO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗| Filed ▾ | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2023-04-17 | Daniel S. Goldman D–NY-10 | Sale | Traded 03-06 +42d | $1K–$15K | ||
| 2022-08-13 | Susie Lee D–NV-3 | Sale · JT (jointly owned) | Traded 2021-01-28 LATE·562d | $1K–$15K | ||
| 2021-02-10 | Susie Lee D–NV-3 | Sale · partial · JT (partial sale, jointly owned) | Traded 01-28 +13d | $1K–$15K | ||
| 2020-06-15 | Susie Lee D–NV-3 | Sale · partial · JT (partial sale, jointly owned) | Traded 04-28 LATE·48d | $1K–$15K | ||
| 2020-02-25 | Susie Lee D–NV-3 | Purchase · JT (jointly owned) | Traded 01-30 +26d | $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 6 ↗
Members active in GO
12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14No member disclosed GO in the trailing 12 months.
Congress ↔ notable managers · GO
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Caxton Associates $1.2M held
- Trimming
- 2 Soros Fund Management, Gotham Asset Management $260K held
new + add vs trim + exit, by shares · $ = reported value now, not the change · GROCERY OUTLET HLDG CORP
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Soros Fund Management 13F | trim | −100,439 sh |
| 2026-05-15 | Gotham Asset Management 13F | exit | −16,459 sh |
| 2026-05-14 | Caxton Associates 13F | add | +54,925 sh |
3 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
The published aggregate ranks the top 213 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 NETCongress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 GO
RETAINED WINDOW · ACTIVE HITSZero hits on GO in the retained window — a computed answer over every rule, not missing coverage.
Planned modules for GO · financials and macro
Financials — as filed PLANNED
GO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: GO 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