Fuller & Thaler (PRIM) reports 0.004% beneficial stake in Primoris Services
Rhea-AI Filing Summary
Fuller & Thaler Asset Management, Inc., a California corporation, filed an amended ownership report for Primoris Services Corp common stock. It reports beneficial ownership of 1,912.44 shares, representing 0.004% of the class. Fuller & Thaler has sole voting and sole dispositive power over these 1,912.44 shares, with no shared voting or dispositive power. The shares are held in accounts for advisory clients, who retain the economic rights to dividends and sale proceeds, while Fuller & Thaler acts as investment adviser.
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Key Figures
Beneficially owned shares: 1,912.44 shares
Percent of class: 0.004%
Sole voting power: 1,912.44 shares
+3 more
6 metrics
Beneficially owned shares
1,912.44 shares
Primoris Services Corp common stock reported by Fuller & Thaler
Percent of class
0.004%
Portion of Primoris Services Corp common stock class held
Sole voting power
1,912.44 shares
Shares over which Fuller & Thaler can vote or direct the vote
Shared voting power
0
Shares with shared voting authority
Sole dispositive power
1,912.44 shares
Shares over which Fuller & Thaler can dispose or direct disposition
Shared dispositive power
0
Shares with shared dispositive authority
Key Terms
beneficial owner, dispositive power, Schedule 13G, investment adviser
4 terms
beneficial owner financial
"Fuller & Thaler Asset Management, Inc. is deemed to be the beneficial owner of the number of securities"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 1912.44"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G regulatory
"Fuller & Thaler Asset Management, Inc. is deemed to be the beneficial owner ... of this"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
investment adviser financial
"it acts as investment adviser to certain persons"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
FAQ
What percentage of Primoris Services Corp (PRIM) does Fuller & Thaler own?
Fuller & Thaler reports beneficial ownership of 0.004% of Primoris Services Corp’s common stock. This very small stake reflects shares held across advisory client accounts rather than a large strategic or control position.
Who receives dividends and sale proceeds from Fuller & Thaler’s PRIM holdings?
The underlying clients, not Fuller & Thaler, have the right to receive dividends and sale proceeds from the Primoris Services Corp shares. Fuller & Thaler is deemed beneficial owner because it acts as investment adviser with discretion over the accounts.
What type of filing did Fuller & Thaler submit regarding PRIM?
Fuller & Thaler submitted an Amendment No. 1 to a Schedule 13G for Primoris Services Corp. This type of filing reports beneficial ownership for passive or institutional investors, rather than seeking control of the company.
AI-generated analysis. How Rhea-AI works. Not financial advice.