Insider & ownership

Form 5: Annual statement of changes in beneficial ownership

A yearly catch-up report for insider transactions that were exempt from, or missed on, Form 4. In our snapshot of 3,000 large companies, the newest Form 5 was filed by FACTSET RESEARCH SYSTEMS INC on Oct 14, 2026.

Filing list from SEC EDGAR, updated Oct 27, 2026, 11:27 PM EDT.

Form 5 covers small or exempt transactions, such as certain gifts, that did not have to be reported on Form 4 right away, as well as any transactions that should have been reported earlier but were not.

Who files it
Insiders who had reportable transactions not already filed on Form 4.
When it is due
Within 45 days after the company’s fiscal year-end.
What to look for
  • Whether any transactions are late Form 4 items

Recent Form 5 filings

The 60 newest Form 5 filings from 24 companies we track. Amended versions are included.

Latest Form 5 filings
FiledCompanyFormWhat it isOriginal
Oct 14, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 14, 2026JBL JABIL INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Oct 13, 2026FDS FACTSET RESEARCH SYSTEMS INC5Annual statement of changes in beneficial ownership· period Aug 31, 2026Document · Index
Sep 29, 2026SPH SUBURBAN PROPANE PARTNERS LP5Annual statement of changes in beneficial ownership· period Sep 26, 2026Document · Index
Sep 2, 2026THO THOR INDUSTRIES INC5Annual statement of changes in beneficial ownership· period Jul 31, 2026Document · Index
Aug 31, 2026WGO WINNEBAGO INDUSTRIES INC5Annual statement of changes in beneficial ownership· period Aug 29, 2026Document · Index
Aug 11, 2026BR BROADRIDGE FINANCIAL SOLUTIONS, INC.5Annual statement of changes in beneficial ownership· period Jun 30, 2026Document · Index
Aug 11, 2026SXI STANDEX INTERNATIONAL CORP/DE/5Annual statement of changes in beneficial ownership· period Jun 30, 2026Document · Index
Jul 15, 2026CTAS CINTAS CORP5Annual statement of changes in beneficial ownership· period May 31, 2026Document · Index
Jun 12, 2026FTNT Fortinet, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2023Document · Index
May 15, 2026IX ORIX CORP5Annual statement of changes in beneficial ownership· period Mar 19, 2026Document · Index
May 15, 2026IX ORIX CORP5Annual statement of changes in beneficial ownership· period Mar 19, 2026Document · Index
May 15, 2026IX ORIX CORP5Annual statement of changes in beneficial ownership· period Mar 19, 2026Document · Index
Apr 2, 2026HBIA HILLS BANCORPORATION5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Apr 2, 2026HBIA HILLS BANCORPORATION5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Mar 9, 2026THO THOR INDUSTRIES INC5Annual statement of changes in beneficial ownership· period Jul 31, 2025Document · Index
Mar 3, 2026QCRH QCR HOLDINGS INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 20, 2026HBIA HILLS BANCORPORATION5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 20, 2026HBIA HILLS BANCORPORATION5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 20, 2026HBIA HILLS BANCORPORATION5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 17, 2026FG F&G Annuities & Life, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 17, 2026FG F&G Annuities & Life, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 17, 2026FG F&G Annuities & Life, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 17, 2026FG F&G Annuities & Life, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 17, 2026FG F&G Annuities & Life, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 17, 2026UDR UDR, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026CGBD Carlyle Secured Lending, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026CGBD Carlyle Secured Lending, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026DEA Easterly Government Properties, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 13, 2026TRVI Trevi Therapeutics, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 12, 2026FNF Fidelity National Financial, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 12, 2026HIW HIGHWOODS PROPERTIES, INC.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 12, 2026HIW HIGHWOODS PROPERTIES, INC.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 11, 2026ALMS ALUMIS INC.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 11, 2026GRC GORMAN RUPP CO5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 11, 2026GRC GORMAN RUPP CO5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 9, 2026OPY OPPENHEIMER HOLDINGS INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Feb 9, 2026OPY OPPENHEIMER HOLDINGS INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 30, 2026LGIH LGI Homes, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 30, 2026LGIH LGI Homes, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 30, 2026LGIH LGI Homes, Inc.5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index
Jan 16, 2026WSO WATSCO INC5Annual statement of changes in beneficial ownership· period Dec 31, 2025Document · Index

Source: SEC EDGAR submissions data. Our snapshot keeps each company’s 40 newest filings plus its latest key reports, so older or less frequent filings may not appear here — search EDGAR for the complete record.

Related forms

Form 4

Statement of changes in beneficial ownership (insider trade)

Form 3

Initial statement of beneficial ownership

Form 144

Notice of proposed sale of securities

Form SCHEDULE 13G

Passive beneficial ownership report (over 5%)

Form SCHEDULE 13D

Active beneficial ownership report (over 5%)

Form 13F-HR

Institutional investment manager holdings report

All form types · How to read an SEC filing

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