Largest disclosed lower bound
Virginia Foxx · $15.0K–$50.0K
Sale · traded 2017-11-16 → filed 2017-12-12. Ranked over every MRLN row by the provable lower bound, never a point estimate.
Public record / Tickers / MRLN
MRLN — Merlin, Inc.†
Both disclosure regimes on one name: who in Congress filed about MRLN, 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
- 3 all PTR rows naming MRLN
- Members · 12m
- 0 0 buys · 0 sells · by trade date
- Latest PTR
- 12-12 filed 2017-12-12
- 13F holders
- 25 top-25 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 MRLN 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.
Timeliness
Every row filed inside 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 MRLN 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 MRLN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗| Filed ▾ | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2017-12-12 | Virginia Foxx R–NC-5 | Sale · JT (jointly owned) | Traded 11-16 +26d | $15K–$50K | ||
| 2017-02-03 | Virginia Foxx R–NC-5 | Purchase · JT (jointly owned) | Traded 01-12 +22d | $1K–$15K | ||
| 2017-01-05 | Virginia Foxx R–NC-5 | Purchase · JT (jointly owned) | Traded 2016-12-19 +17d | $15K–$50K |
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗
Members active in MRLN
12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14No member disclosed MRLN in the trailing 12 months.
Congress ↔ notable managers · MRLN
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 Moore Capital Management $551K held
- Trimming
- 0 — $0 held
new + add vs trim + exit, by shares · $ = reported value now, not the change · MERLIN INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Moore Capital Management 13F | new | +75,000 sh |
1 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
| # | Filer | Value ▾ | Securities | Flags | Src |
|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | $14.8M | 1 | ||
| 2 | ExodusPoint Capital Management, LP | $2.5M | 1 | ||
| 3 | UBS Group AG | $2.0M | 1 | ||
| 4 | CONTINENTAL GENERAL INSURANCE CO | $1.8M | 1 | ||
| 5 | Diametric Capital, LP | $916K | 1 | ||
| 6 | Greenhaven Road Investment Management, L.P. | $796K | 1 | ||
| 7 | MOORE CAPITAL MANAGEMENT, LP | $551K | 1 | ||
| 8 | Alberta Investment Management Corp | $551K | 1 | ||
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $368K | 1 | ||
| 10 | D. E. Shaw & Co., Inc. | $368K | 1 | ||
| 11 | DLD Asset Management, LP | $270K | 1 | ||
| 12 | Board of Trustees of The Leland Stanford Junior University | $240K | 1 | ||
| 13 | Magnetar Financial LLC | $226K | 1 | ||
| 14 | XTX Topco Ltd | $218K | 1 | ||
| 15 | GRIFFIN ASSET MANAGEMENT, INC. | $104K | 1 | ||
| 16 | BANK OF AMERICA CORP /DE/ | $84.3K | 1 | ||
| 17 | MORGAN STANLEY | $41.8K | 1 | ||
| 18 | OSAIC HOLDINGS, INC. | $15.6K | 1 | ||
| 19 | Allworth Financial LP | $8.0K | 1 | ||
| 20 | Rockefeller Capital Management L.P. | $4.4K | 1 | ||
| 21 | Hurley Capital, LLC | $3.3K | 1 | ||
| 22 | CWM, LLC | $3.0K | 1 | ||
| 23 | ROYAL BANK OF CANADA | $1.0K | 1 | ||
| 24 | Archer Investment Corp | $882 | 1 | ||
| 25 | HRT FINANCIAL LP | $216 | 1 |
The published aggregate ranks the top 25 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Do the two regimes agree?
TRAILING 12M · CONGRESS vs FILERS NETCongress net (rows)no rows
Congress net ($ 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 MRLN
RETAINED WINDOW · ACTIVE HITSZero hits on MRLN in the retained window — a computed answer over every rule, not missing coverage.
Planned modules for MRLN · financials and macro
Financials — as filed PLANNED
MRLN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MRLN 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