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SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Summary
Professionally Managed Portfolios is an organization. It is a subsidiary of OTTER CREEK ADVISORS, LLC. It has 31 known subsidiaries.
Legal entity: GLEIF