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⚲
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| Keyboard |
| Trust Beyond Corp
✚
|
|
|---|---|
| CRD # | 312721 |
| SEC # | 801-132752 |
| CIK # | 0001130713 |
| AUM | 129.4 M (2026-01-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-472-0187 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.4 |
| (b) Individuals (high net worth individuals) | 15 | 124.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 129.4 |
| By Discretionary | ||
| Discretionary | 6 | 72.2 |
| Non-Discretionary | 24 | 57.2 |
| Total | 30 | 129.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 123.4 | |
| United States Persons | 6.0 | |
| Total | 30 | 129.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001130713] | |
| 10-Q | [0001130713] | |
| 3 | [0001130713] | |
| 4 | [0001130713] | |
| 5 | [0001130713] | |
| 8-K | [0001130713] | |
| D | [0001130713] | |
| SC 13D | [0001130713] | |
| SC 13G | [0001130713] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Bed Bath & Beyond Inc BBBY
Restricted Stock Units · derivative
|
2026-03-11 | Grant | 40,000 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Restricted Stock Units · derivative
|
2026-03-11 | Grant | 100,000 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-10 | Grant | 166,666 | ||
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-10 | Buy | 20,000 | $5.11 | 102,200 |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-10 | Grant | 141,432 | ||
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-10 | Tax withheld | 34,680 | $4.91 | 170,279 |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-10 | Tax withheld | 59,813 | $4.91 | 293,682 |
|
Bed Bath & Beyond Inc BBBY
Performance Shares · derivative
|
2026-03-10 | Option exercise | 141,432 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Restricted Stock Units · derivative
|
2026-03-10 | Option exercise | 166,666 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-02 | Option exercise | 1,000 | ||
|
Bed Bath & Beyond Inc BBBY
Restricted Stock Units · derivative
|
2026-03-02 | Option exercise | 1,000 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-03-02 | Tax withheld | 244 | $5.18 | 1,264 |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-02-04 | Tax withheld | 1,415 | $5.62 | 7,952 |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-02-04 | Option exercise | 1,644 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-02-04 | Tax withheld | 1,781 | $5.62 | 10,009 |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-02-04 | Option exercise | 7,530 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Performance Shares · derivative
|
2026-02-04 | Option exercise | 1,644 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Restricted Stock Units · derivative
|
2026-02-04 | Option exercise | 18,939 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-02-04 | Option exercise | 18,939 | $0.00 | |
|
Bed Bath & Beyond Inc BBBY
Common Stock
|
2026-02-04 | Tax withheld | 1,820 | $5.62 | 10,228 |
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
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|
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|
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|
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|
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|
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|
Antonetti Capital Management LLC
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|
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|
JCT Investment Counsel Inc
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|
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|
Colchester Investment Counsel LLC
✚
|
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