gloomberb 0.16.3 → 0.16.5

package/src/plugins/builtin/holders/beneficial-view.tsx

@@ -1,5 +1,5 @@
 import { useCallback, useMemo, useState } from "react";
-import { TextAttributes, useRendererHost } from "../../../ui";
+import { Box, Text, TextAttributes, useRendererHost } from "../../../ui";
 import {
   DataTableView,
   EmptyState,
@@ -10,6 +10,7 @@ import {
   type DataTableKeyEvent,
 } from "../../../components";
 import { handleRefreshKey, loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
+import type { IssuerListingParams } from "../../../api-client/paths";
 import { useAsyncResource } from "../../../react/async-resource";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { colors, priceColor } from "../../../theme/colors";
@@ -29,6 +30,7 @@ import {
   formatOwnerShares,
   formatPercentOfClass,
   formatPointChange,
+  formatStakeToday,
   sortBeneficialRows,
   stakeMarker,
   type BeneficialColumn,
@@ -41,6 +43,24 @@ import type { HolderRow } from "./types";
 
 const STALE_SEGMENT = { id: "stale", parts: [{ text: "stale", tone: "warning" as const }] };
 
+/**
+ * A table line: a filer's row, or the line beneath it giving the same shares
+ * against today's count when the report's base is no longer today's.
+ */
+type BeneficialItem =
+  | { kind: "row"; id: string; row: BeneficialOwnerRow }
+  | { kind: "today"; id: string; row: BeneficialOwnerRow };
+
+const isFilerItem = (item: BeneficialItem) => item.kind === "row";
+
+/** What the figures are, in one line under the table: the percent is as filed, `+N` counts other reporting persons. */
+function beneficialLegend(rows: readonly BeneficialOwnerRow[]): string | null {
+  if (rows.length === 0) return null;
+  return rows.some((row) => row.otherPersons > 0)
+    ? "% class as filed · +N other reporting persons on the same report"
+    : "% class as filed";
+}
+
 /**
  * The 13D/G tab: who disclosed more than 5% of the class, the stake each
  * filer's latest report gives and how it moved, one row per filer, joined to
@@ -53,14 +73,20 @@ export function BeneficialOwnersView({
   symbol,
   holderRows,
   fundMatches,
+  sharesOutstanding,
   onCycleView,
   onRefreshHolders,
+  listing,
 }: {
   focused: boolean;
   width: number;
   symbol: string | null;
+  /** The listing's venue and company, for a listing outside the US. */
+  listing?: IssuerListingParams;
   holderRows: readonly HolderRow[];
   fundMatches: ReadonlyMap<string, Holder13FMatch>;
+  /** Today's shares outstanding, which a report's shares are set against when its own base is out of date. */
+  sharesOutstanding?: number | null;
   onCycleView: () => void;
   onRefreshHolders: () => void;
 }) {
@@ -75,21 +101,27 @@ export function BeneficialOwnersView({
 
   // A session change retries a request the sign-in wall was shown for.
   const loader = useMemo(
-    () => symbol ? (force: boolean) => loadBeneficialOwners(symbol, force) : null,
-    [symbol, session.requestKey],
+    () => symbol ? (force: boolean) => loadBeneficialOwners(symbol, force, listing) : null,
+    [symbol, listing, session.requestKey],
   );
   const resource = useAsyncResource(loader, {
-    initialData: () => symbol ? cachedBeneficialOwners(symbol) : null,
+    initialData: () => symbol ? cachedBeneficialOwners(symbol, listing) : null,
     clearOnError: (error) => error instanceof Error && isCloudSessionRequired(error.message),
   });
   useAutoRefresh(resource.updatedAt, resource.load);
   const payload = resource.data?.payload ?? null;
 
   const rows = useMemo(
-    () => buildBeneficialRows(payload?.owners ?? [], holderRows, fundMatches),
-    [fundMatches, holderRows, payload],
+    () => buildBeneficialRows(payload?.owners ?? [], holderRows, fundMatches, sharesOutstanding),
+    [fundMatches, holderRows, payload, sharesOutstanding],
   );
   const sortedRows = useMemo(() => sortBeneficialRows(rows, sortPreference), [rows, sortPreference]);
+  // A stake set against today's count reads on the line beneath its row.
+  const items = useMemo<BeneficialItem[]>(() => sortedRows.flatMap((row) => [
+    { kind: "row" as const, id: row.id, row },
+    ...(row.today ? [{ kind: "today" as const, id: `${row.id}:today`, row }] : []),
+  ]), [sortedRows]);
+  const legend = useMemo(() => beneficialLegend(sortedRows), [sortedRows]);
   const columns = useMemo(() => buildBeneficialColumns(width), [width]);
   const selectedRow = sortedRows.find((row) => row.id === selectedId) ?? sortedRows[0] ?? null;
 
@@ -97,6 +129,7 @@ export function BeneficialOwnersView({
     if (!row || !symbol) return;
     openSecFilingInPane({ createPaneFromTemplate }, symbol, row.filing.accessionNumber);
   }, [createPaneFromTemplate, symbol]);
+  const activateItem = useCallback((item: BeneficialItem) => openFiling(item.row), [openFiling]);
 
   const openFilingUrl = useCallback(() => {
     const url = selectedRow?.filing.filingUrl;
@@ -125,12 +158,20 @@ export function BeneficialOwnersView({
     }));
   }, [setSortPreference]);
 
+  const renderTodayLine = useCallback((item: BeneficialItem) => (
+    item.kind === "today" && item.row.today
+      // Indented under its row's name; no-break spaces, which the desktop table does not collapse.
+      ? { text: `\u00a0\u00a0${formatStakeToday(item.row.today)}`, color: colors.textDim, attributes: TextAttributes.NONE }
+      : null
+  ), []);
+
   const renderCell = useCallback((
-    row: BeneficialOwnerRow,
+    item: BeneficialItem,
     column: BeneficialColumn,
     _index: number,
     rowState: { selected: boolean },
   ): DataTableCell => {
+    const { row } = item;
     const { filing } = row;
     // A report of zero reads as history; a stake under 5% is still a stake.
     const exited = row.stake === "exited";
@@ -138,8 +179,8 @@ export function BeneficialOwnersView({
     switch (column.id) {
       case "filer":
         return {
-          text: formatFilerName(filing.filerName, Math.max(0, filing.reportingPersons.length - 1), column.width),
-          value: filing.filerName,
+          text: formatFilerName(row.holderName, row.otherPersons, column.width),
+          value: row.holderName,
           color: exited ? colors.textMuted : rowState.selected ? colors.selectedText : colors.textBright,
           attributes: exited ? undefined : TextAttributes.BOLD,
         };
@@ -214,24 +255,31 @@ export function BeneficialOwnersView({
       empty={!!payload && sortedRows.length === 0}
       emptyTitle={`No 13D/13G filings in the last 4 years for ${symbol}.`}
     >
-      <DataTableView<BeneficialOwnerRow, BeneficialColumn>
+      <DataTableView<BeneficialItem, BeneficialColumn>
         focused={focused}
         selection={{
           kind: "id",
           selectedId: selectedRow?.id ?? null,
-          getId: (row) => row.id,
+          getId: (item) => item.id,
           onChange: (id) => setSelectedId(id),
         }}
-        onActivate={openFiling}
+        isNavigable={isFilerItem}
+        onActivate={activateItem}
         onRootKeyDown={handleKeyDown}
         resetScrollKey={symbol}
         rootWidth={width}
+        rootAfter={legend ? (
+          <Box paddingX={1} height={1} flexShrink={0}>
+            <Text fg={colors.textDim}>{legend}</Text>
+          </Box>
+        ) : undefined}
         columns={columns}
-        items={sortedRows}
+        items={items}
         sortColumnId={sortPreference.columnId}
         sortDirection={sortPreference.direction}
         onHeaderClick={handleHeaderClick}
-        getItemKey={(row) => row.id}
+        getItemKey={(item) => item.id}
+        renderSectionHeader={renderTodayLine}
         renderCell={renderCell}
         selectedTextOverridesCellColor
         emptyStateTitle={`No 13D/13G filings in the last 4 years for ${symbol}.`}

package/src/plugins/builtin/holders/client.ts

@@ -1,5 +1,5 @@
 import type { DataProvider, MarketDataRequestContext } from "../../../types/data-provider";
-import type { HolderData } from "../../../types/financials";
+import type { HolderData, TickerFinancials } from "../../../types/financials";
 import { holderStakeMarketCap, holderValueCurrency } from "./format";
 
 export async function loadHolderData(
@@ -12,15 +12,34 @@ export async function loadHolderData(
   return provider.getHolders(symbol, exchange, context);
 }
 
+/**
+ * Today's shares outstanding in ordinary shares, the count a 13D/13G percent
+ * of class divides; on a depositary receipt the ordinary shares behind it,
+ * or null when they are not given.
+ */
+export function classSharesToday(financials: Pick<TickerFinancials, "quote" | "fundamentals"> | null | undefined): number | null {
+  const fundamentals = financials?.fundamentals;
+  if (!fundamentals) return null;
+  const receipt = fundamentals.shareBasis === "depositary_receipt"
+    || fundamentals.isDepositaryReceipt === true
+    || financials?.quote?.isDepositaryReceipt === true;
+  const count = receipt ? fundamentals.underlyingOrdinaryShares : fundamentals.sharesOutstanding;
+  return count != null && Number.isFinite(count) && count > 0 ? count : null;
+}
+
 export async function loadHolderSnapshot(
   provider: DataProvider,
   symbol: string,
   exchange = "",
-): Promise<{ data: HolderData; marketCap?: number }> {
+): Promise<{ data: HolderData; marketCap?: number; sharesOutstanding?: number | null }> {
   const [data, financials] = await Promise.all([
     loadHolderData(provider, symbol, exchange),
     provider.getTickerFinancials(symbol, exchange).catch(() => null),
   ]);
   const quote = financials?.quote;
-  return { data, marketCap: holderStakeMarketCap(quote?.marketCap, quote?.currency, holderValueCurrency(data)) };
+  return {
+    data,
+    marketCap: holderStakeMarketCap(quote?.marketCap, quote?.currency, holderValueCurrency(data)),
+    sharesOutstanding: classSharesToday(financials),
+  };
 }

package/src/plugins/builtin/holders/format.ts

@@ -50,14 +50,29 @@ export function resolveHolderOwnershipPercent(row: Pick<HolderRecord, "percentHe
   return row.value / marketCap;
 }
 
-/** A stake too small for two decimals reads "<0.01%", not a zero. */
-export function formatHolderOwnershipPercent(value: number | undefined): string {
-  if (value == null) return "-";
+/**
+ * A stake or a change in percent (0.59 for 0.59%), as reports carry it. A
+ * source gives a fraction (0.0059) or, above 1, percent points; the pane reads
+ * them the same way. Six significant digits drop a source's float noise.
+ */
+export function holderPercent(value: number | null | undefined): number | null {
+  if (value == null || !Number.isFinite(value)) return null;
   const percent = Math.abs(value) <= 1 ? value * 100 : value;
+  return Number(percent.toPrecision(6));
+}
+
+/** A stake in percent too small for two decimals reads "<0.01%", not a zero. */
+export function formatPercentHeld(percent: number | null | undefined): string {
+  if (percent == null) return "-";
   if (percent > 0 && percent < 0.005) return "<0.01%";
   return `${percent.toFixed(2)}%`;
 }
 
+/** A stake too small for two decimals reads "<0.01%", not a zero. */
+export function formatHolderOwnershipPercent(value: number | undefined): string {
+  return formatPercentHeld(holderPercent(value));
+}
+
 export function formatHolderOwnershipLine(row: HolderRow, marketCap: number | undefined): string | null {
   const ownership = resolveHolderOwnershipPercent(row, marketCap);
   return ownership == null ? null : `${formatHolderOwnershipPercent(ownership)} held`;

package/src/plugins/builtin/holders/headless.ts

@@ -1,109 +1,36 @@
 import type {
-  HeadlessPaneColumn,
   HeadlessPaneContext,
   HeadlessPaneDefinition,
   HeadlessPaneLoadArgs,
 } from "../../../types/plugin";
-import { formatCompact } from "../../../utils/format";
 import { loadHolderSnapshot } from "./client";
-import {
-  displayDate,
-  formatHolderOwnershipPercent,
-  formatMaybePercent,
-  formatMoneyCompact,
-  formatSignedCompact,
-  holderValueCurrency,
-  resolveHolderOwnershipPercent,
-} from "./format";
-import { buildRows, sortRows } from "./table-model";
+import { holderValueCurrency } from "./format";
 import type { HolderData } from "../../../types/financials";
-import type { HolderColumnId } from "./types";
 import { SEC_FILINGS } from "../shared/report-freshness";
-import {
-  holderShareBasisMarker,
-  holderShareBasisNote,
-  holderValueBasis,
-  holdersHeaderLine,
-  moneyColumnHeader,
-  nonUsHolderCaveat,
-  sharedReportDate,
-} from "./report-header";
-
-/** Columns a source fills only when it reports the quarter's change. */
-const CHANGE_COLUMN_KEYS = new Set(["changeShares", "changePercent"]);
-/** Shown only when some row is held as depositary receipts, as on a home line abroad. */
-const BASIS_COLUMN_KEY = "shareBasis";
 import type { BeneficialOwnersPayload } from "../../../api-client/beneficial-owners";
 import { fetchBeneficialOwners, type BeneficialOwnersRequest } from "./beneficial-client";
+import { resolveHeadlessIssuerListing } from "../shared/headless-market-data";
 import type { BeneficialColumnId } from "./beneficial-model";
 import {
-  BENEFICIAL_REPORT_COLUMNS,
   beneficialCoverageNotices,
   beneficialListComplete,
   beneficialListFacts,
+  beneficialReportColumns,
+  beneficialReportLegend,
   beneficialRouteForm,
   buildBeneficialReportRows,
   HOLDER_FORMS,
   parseHolderForm,
 } from "./beneficial-report";
-
-const HOLDER_COLUMNS: HeadlessPaneColumn[] = [
-  { key: "name", header: "Holder" },
-  { key: "ownerType", header: "Type" },
-  {
-    key: "value",
-    header: "Mkt value",
-    align: "right",
-    format: (value, row) => formatMoneyCompact(
-      value == null ? undefined : Number(value),
-      String(row.currency ?? "USD"),
-    ),
-  },
-  {
-    key: "shares",
-    header: "Amount",
-    align: "right",
-    format: (value) => value == null ? "-" : formatCompact(Number(value)),
-  },
-  {
-    key: BASIS_COLUMN_KEY,
-    header: "Basis",
-    format: (_value, row) => holderShareBasisMarker(row),
-  },
-  {
-    key: "changeShares",
-    header: "Chg",
-    align: "right",
-    format: (value) => formatSignedCompact(value == null ? undefined : Number(value)),
-  },
-  {
-    key: "changePercent",
-    header: "Chg%",
-    align: "right",
-    format: (value) => formatMaybePercent(value == null ? undefined : Number(value)),
-  },
-  {
-    key: "percentHeld",
-    header: "Held",
-    align: "right",
-    format: (value) => formatHolderOwnershipPercent(value == null ? undefined : Number(value)),
-  },
-  {
-    key: "reportDate",
-    header: "Period",
-    format: (value) => displayDate(typeof value === "string" ? value : undefined),
-  },
-];
-
-const SORT_COLUMNS: Record<string, HolderColumnId> = {
-  holder: "holder",
-  value: "value",
-  shares: "shares",
-  change: "changeShares",
-  "change-percent": "changePercent",
-  held: "percentHeld",
-  date: "reportDate",
-};
+import {
+  HOLDER_REPORT_COLUMNS,
+  HOLDER_SORT_KEYS,
+  holderReportColumns,
+  holderReportNotices,
+  holderReportDates,
+  holderReportRows,
+  holderReportUnits,
+} from "./report-rows";
 
 /** The same sort keys order the 13D/13G rows; `value` and `held` are the percent of class. */
 const BENEFICIAL_SORT_COLUMNS: Record<string, BeneficialColumnId> = {
@@ -119,6 +46,8 @@ const BENEFICIAL_SORT_COLUMNS: Record<string, BeneficialColumnId> = {
 interface HolderSnapshot {
   data: HolderData;
   marketCap?: number;
+  /** Today's shares outstanding, which a 13D/13G percent of class is set against. */
+  sharesOutstanding?: number | null;
 }
 
 export interface HoldersHeadlessDependencies {
@@ -136,7 +65,11 @@ export interface HoldersHeadlessDependencies {
 
 const defaultDependencies: HoldersHeadlessDependencies = {
   loadSnapshot: (symbol, _args, ctx) => loadHolderSnapshot(ctx.marketData, symbol),
-  loadBeneficialOwners: (symbol, request, ctx) => fetchBeneficialOwners(symbol, request, {
+  // A listing abroad names its venue and company, so it never reads a US namesake's owners.
+  loadBeneficialOwners: async (symbol, request, ctx) => fetchBeneficialOwners(symbol, {
+    ...request,
+    listing: await resolveHeadlessIssuerListing(ctx, symbol),
+  }, {
     client: ctx.apiClient,
     signal: ctx.signal,
   }),
@@ -159,7 +92,7 @@ export function createHoldersHeadless(
         key: "sort",
         description: "Column used to sort holder rows.",
         type: "enum",
-        values: Object.keys(SORT_COLUMNS).map((value) => ({ value })),
+        values: Object.keys(HOLDER_SORT_KEYS).map((value) => ({ value })),
         defaultValue: "value",
       },
       {
@@ -200,7 +133,7 @@ export function createHoldersHeadless(
         defaultValue: false,
       },
     ],
-    columns: HOLDER_COLUMNS,
+    columns: HOLDER_REPORT_COLUMNS,
     describe: (args) => `Holders | ${args.symbols[0]}`,
     async load(args, ctx) {
       const symbol = args.symbols[0]!;
@@ -214,6 +147,7 @@ export function createHoldersHeadless(
           // The 13F column is a join; the 13D/13G rows stand without it.
           dependencies.loadSnapshot(symbol, args, ctx).catch(() => null),
         ]);
+        const sharesOutstanding = snapshot?.sharesOutstanding ?? null;
         const rows = buildBeneficialReportRows(payload, {
           history,
           holders: snapshot?.data ?? null,
@@ -221,10 +155,12 @@ export function createHoldersHeadless(
             columnId: BENEFICIAL_SORT_COLUMNS[String(args.options.sort)] ?? "percentOfClass",
             direction: args.options.order === "asc" ? "asc" : "desc",
           },
+          sharesOutstanding,
         });
         const limited = rows.slice(0, Number(args.options.limit));
+        const legend = beneficialReportLegend(limited, sharesOutstanding);
         return {
-          columns: BENEFICIAL_REPORT_COLUMNS,
+          columns: beneficialReportColumns(limited),
           rows: limited,
           // Reports that could not be read this time are missing from the rows.
           complete: beneficialListComplete(payload),
@@ -237,8 +173,10 @@ export function createHoldersHeadless(
             history,
             asOf: payload.asOf,
             coverage: payload.coverage,
+            sharesOutstanding,
             notices: [
               [payload.companyName || symbol, ...beneficialListFacts(payload, form, rows.length, history)].join(" · "),
+              ...(legend ? [legend] : []),
               ...beneficialCoverageNotices(payload.coverage),
             ],
             returned: limited.length,
@@ -250,52 +188,19 @@ export function createHoldersHeadless(
       const currency = data.currency ?? "USD";
       // A London line's values can be dollars from the 13F filings; they are labelled and formatted as such.
       const valueCurrency = holderValueCurrency(data, currency)!;
-      const sorted = sortRows(buildRows(data), {
-        columnId: SORT_COLUMNS[String(args.options.sort)] ?? "value",
-        direction: args.options.order === "asc" ? "asc" : "desc",
-      }, marketCap);
-      const rows = sorted
-        .slice(0, Number(args.options.limit))
-        .map((row) => ({
-          name: row.name,
-          ownerType: row.ownerType,
-          value: row.value ?? null,
-          shares: row.shares ?? null,
-          changeShares: row.changeShares ?? null,
-          changePercent: row.changePercent ?? null,
-          percentHeld: resolveHolderOwnershipPercent(row, marketCap) ?? null,
-          reportDate: row.reportDate ?? null,
-          currency: valueCurrency,
-          shareBasis: row.shareBasis ?? null,
-        }));
+      const sort = {
+        columnId: HOLDER_SORT_KEYS[String(args.options.sort)] ?? "value",
+        direction: args.options.order === "asc" ? "asc" as const : "desc" as const,
+      };
+      const sorted = holderReportRows(data, { marketCap, sort });
+      const rows = sorted.slice(0, Number(args.options.limit));
       const total = data.summary?.institutionsCount ?? null;
-      const changeReported = rows.some((row) => row.changeShares != null || row.changePercent != null);
-      const reportDate = sharedReportDate(rows);
-      const valueBasis = holderValueBasis(reportDate, data.valueBasis, valueCurrency);
-      const positionsBasis = rows.length > 0 ? nonUsHolderCaveat(data.exchange, currency) : null;
-      const shareBasisNote = holderShareBasisNote(data, rows);
-      const markedRows = rows.some((row) => holderShareBasisMarker(row));
-      // The title names the ticker and the closing line carries the as-of date.
-      const header = holdersHeaderLine({
-        name: data.name,
-        symbol: data.symbol && data.symbol !== symbol ? data.symbol : null,
-        exchange: data.exchange,
-        currency: valueCurrency,
-        listingCurrency: data.currency,
-        shown: rows.length,
-        reported: sorted.length,
-        total,
+      const { notices, valueBasis, positionsBasis, changeReported } = holderReportNotices({
+        data, requested: symbol, shown: rows, reported: sorted.length, total, sort,
       });
-      const basis = rows.length === 0 ? null : [
-        `Mkt value = ${valueBasis}.`,
-        changeReported ? "" : `Change vs prior quarter: not reported by this source; see fn 13F ${symbol}`,
-      ].filter(Boolean).join(" ");
       return {
-        // A change column that is empty on every row says nothing; the line above explains it once.
-        columns: HOLDER_COLUMNS
-          .filter((column) => changeReported || !CHANGE_COLUMN_KEYS.has(column.key))
-          .filter((column) => markedRows || column.key !== BASIS_COLUMN_KEY)
-          .map((column) => column.key === "value" ? { ...column, header: moneyColumnHeader(column.header, valueCurrency) } : column),
+        // A change column that is empty on every row says nothing; the notices explain it once.
+        columns: holderReportColumns(rows, valueCurrency),
         rows,
         metadata: {
           symbol: data.symbol || symbol,
@@ -303,10 +208,13 @@ export function createHoldersHeadless(
           exchange: data.exchange ?? null,
           currency,
           valueCurrency,
+          units: holderReportUnits(valueCurrency),
           ...(data.isDepositaryReceipt != null ? { isDepositaryReceipt: data.isDepositaryReceipt } : {}),
           ...(data.shareBasis ? { shareBasis: data.shareBasis } : {}),
           ...(data.adrRatio != null ? { adrRatio: data.adrRatio } : {}),
           asOf: data.asOf ?? null,
+          // Each holder's latest period; several when the list mixes quarters.
+          reportDates: holderReportDates(rows),
           summary: data.summary ?? null,
           shown: rows.length,
           reported: sorted.length,
@@ -315,7 +223,7 @@ export function createHoldersHeadless(
           valueBasis,
           changeReported,
           positionsBasis,
-          notices: [header, basis, positionsBasis, shareBasisNote].filter((line): line is string => !!line),
+          notices,
         },
       };
     },

package/src/plugins/builtin/holders/pane.tsx

@@ -30,7 +30,7 @@ import {
   holderValueCurrency,
   resolveHolderOwnershipPercent,
 } from "./format";
-import { holderShareBasisMarker } from "./report-header";
+import { holderPeriodsDiffer, holderShareBasisMarker } from "./report-header";
 import {
   buildColumns,
   hasHolderChanges,
@@ -40,9 +40,10 @@ import {
   sortRows,
   VIEW_TABS,
 } from "./table-model";
-import { loadHolderData } from "./client";
+import { classSharesToday, loadHolderData } from "./client";
 import { HoldersTreemap } from "./treemap";
 import { BeneficialOwnersView } from "./beneficial-view";
+import { useIssuerListing } from "../shared/ticker-request";
 import type { HolderColumn, HolderColumnId, HolderRow, SortPreference, ViewMode } from "./types";
 import { loadHolder13FMatches, type Holder13FMatch } from "./thirteenf-match";
 import { useSampledValue, useTickerQuoteStream } from "../../../state/hooks/live-ticker-financials";
@@ -65,6 +66,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   const fundMatchAbortRef = useRef<AbortController | null>(null);
 
   const exchange = ticker?.metadata.exchange ?? "";
+  const issuerListing = useIssuerListing(ticker);
   const loadHolders = useMemo(() => symbol ? async (forceRefresh: boolean) => {
     if (!dataProvider) throw new Error("Holder data unavailable");
     return loadHolderData(dataProvider, symbol, exchange, forceRefresh ? { cacheMode: "refresh" } : undefined);
@@ -82,7 +84,10 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   useTickerQuoteStream(ticker ? symbol : null, ticker, { surface: "detail", visible: false, weight: 30 });
   const liveMarketCap = holderStakeMarketCap(financials?.quote?.marketCap, financials?.quote?.currency, currency);
   const marketCap = useSampledValue(liveMarketCap, HOLDER_MARKET_CAP_SAMPLE_MS, `${symbol ?? ""}:${currency}`);
+  // Today's share count, which a 13D/13G report's own base is checked against.
+  const sharesOutstanding = classSharesToday(financials);
   const rows = useMemo(() => buildRows(data), [data]);
+  const periodsDiffer = useMemo(() => holderPeriodsDiffer(rows), [rows]);
   const sortedRows = useMemo(() => sortRows(rows, sortPreference, marketCap), [marketCap, rows, sortPreference]);
   // Change columns only when the source reports a change; otherwise they read "-" on every row.
   const showChange = useMemo(() => hasHolderChanges(rows), [rows]);
@@ -269,7 +274,10 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     if (viewMode === "13dg") return null;
     return {
       info: [
-        ...(data?.asOf ? [{ id: "as-of", parts: [{ text: data.asOf, tone: "value" as const }] }] : []),
+        // One date only when every holder's row is of it; the PERIOD column dates each row.
+        ...(periodsDiffer
+          ? [{ id: "as-of", parts: [{ text: "latest period per holder", tone: "muted" as const }] }]
+          : data?.asOf ? [{ id: "as-of", parts: [{ text: data.asOf, tone: "value" as const }] }] : []),
         ...loadingErrorFooterInfo(loading, data ? error : null),
         ...(fundMatching ? [{ id: "fund-matching", parts: [{ text: "13F matching", tone: "muted" as const }] }] : []),
       ],
@@ -280,7 +288,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
         ...(selectedFundMatch ? [{ id: "fund", key: "o", label: "pen 13F", onPress: () => openFundDetail(selectedRow) }] : []),
       ],
     };
-  }, [data, error, fundMatching, loading, openFundDetail, selectedFundMatch, selectedRow, viewMode]);
+  }, [data, error, fundMatching, loading, openFundDetail, periodsDiffer, selectedFundMatch, selectedRow, viewMode]);
 
   const selectView = useCallback((value: string) => setViewMode(value as ViewMode), [setViewMode]);
   // As a research tab, h/l move between research tabs; `s` switches the view.
@@ -337,8 +345,10 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
           focused={focused}
           width={width}
           symbol={symbol ?? null}
+          listing={issuerListing}
           holderRows={rows}
           fundMatches={fundMatches}
+          sharesOutstanding={sharesOutstanding}
           onCycleView={toggleView}
           onRefreshHolders={refresh}
         />