| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Eric Semler | - | 669,754 | 81,854 | 16 Jan, 2026 |
| Arshia Sarkhani | Chief Marketing Officer | 1,996 | 62,500 | 16 Sep, 2025 |
| Kyle Fairbanks | Ex Vice Chairman Cmo | 1,833 | 62,500 | 16 Sep, 2025 |
| Arman Sarkhani | Chief Operating Officer | 1,587 | 62,500 | 16 Sep, 2025 |
| Jackson Fairbanks | - | 1,587 | 62,500 | 16 Sep, 2025 |
| Michael Gaubert | Executive Chairman | 1,028 | 62,500 | 16 Sep, 2025 |
| Matthew Krueger | Cfo, Treasurer And Secretary | 250 | 62,500 | 16 Sep, 2025 |
| Entities Holdings, Llc Asset | - | 62,500 | 0 | 16 Sep, 2025 |
| Matthew Ryan Cole | Chief Executive Officer | 38,151 | 0 | 14 Jan, 2026 |
| Matthew Ryan Cole | Chief Executive Officer | 0 | 21,868 | 16 Dec, 2025 |
| Derek Dunlop | Chief Experience Officer | 17,403 | 0 | 22 Feb, 2024 |
| Jason Youngsuk Lee | Chief Technology Officer | 1,561 | 0 | 16 Sep, 2025 |
| Vivek Ramaswamy | - | 15,625 | 0 | 07 Nov, 2025 |
| Brian Logan Beirne | Chief Legal Officer | 15,204 | 0 | 17 Feb, 2026 |
| Benjamin Pham | Chief Financial Officer | 0 | 14,114 | 19 Feb, 2026 |
| Scott Kelley Mcdonald | - | 500 | 0 | 16 Sep, 2025 |
| John A Ii Jack | - | 500 | 0 | 16 Sep, 2025 |
| Richard Alfred Burton | - | 500 | 0 | 16 Sep, 2025 |
| Brian Regli | - | 450 | 0 | 09 Feb, 2023 |
| David Livingston Reynolds | - | 250 | 0 | 16 Sep, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Benjamin Pham | Restricted Stock Units | D | 11,329 | - | 90,634 | D | M |
| 31 Mar, 2026 | Benjamin Pham | Class B Common Stock | A | 11,329 | - | 229,479 | D | M |
| 31 Mar, 2026 | Benjamin Pham | Class B Common Stock | D | 4,250 | $10.02 | 225,229 | D | F |
| 19 Mar, 2026 | Matthew Ryan Cole | Restricted Stock Units | A | 702,856 | - | 702,856 | D | A |
| 17 Feb, 2026 | Benjamin Pham | Class A Common Stock | A | 7,900 | $8.23 | 7,900 | I | P |
| 18 Feb, 2026 | Benjamin Pham | Class A Common Stock | A | 6,214 | $8.06 | 6,214 | I | P |
| 13 Feb, 2026 | Brian Logan Beirne | Class A Common Stock | A | 11,500 | $8.73 | 15,204 | D | P |
| 16 Jan, 2026 | Brian Logan Beirne | Restricted Stock Units | D | 164,810 | - | 0 | D | M |
| 16 Jan, 2026 | Eric Semler | Class A Common Stock | A | 13,395,083 | $0.00 | 669,754 | D | A |
| 16 Jan, 2026 | Benjamin Pham | Restricted Class B Common Stock | D | 212,930 | - | 0 | D | M |
| 16 Jan, 2026 | Benjamin Pham | Class B Common Stock | A | 212,930 | - | 211,611 | D | M |
| 16 Jan, 2026 | Brian Logan Beirne | Class B Common Stock | A | 164,810 | - | 25,938 | D | M |
| 16 Jan, 2026 | Eric Semler | Class A Common Stock | A | 1,637,079 | $0.00 | 81,854 | I | A |
| 16 Jan, 2026 | Eric Semler | Stock Option (Right to Buy) | A | 260,493 | - | 13,025 | D | A |
| 16 Jan, 2026 | Benjamin Pham | Restricted Stock Units | D | 226,583 | - | 101,962 | D | M |
| 16 Jan, 2026 | Brian Logan Beirne | Class B Common Stock | D | 83,178 | $0.97 | 21,779 | D | F |
| 16 Jan, 2026 | Eric Semler | Stock Option (Right to Buy) | A | 3,157,500 | - | 157,875 | D | A |
| 16 Jan, 2026 | Benjamin Pham | Class B Common Stock | A | 226,583 | - | 222,940 | D | M |
| 16 Jan, 2026 | Eric Semler | Stock Option (Right to Buy) | A | 1,578,750 | - | 78,938 | D | A |
| 16 Jan, 2026 | Benjamin Pham | Class B Common Stock | D | 95,816 | $0.97 | 218,149 | D | F |