| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Partners Llc Jana | - | 0 | 2,950,908 | 13 Sep, 2022 |
| Jonathan Z Cohen | - | 0 | 7,906,250 | 10 Sep, 2021 |
| James R Tolonen | - | 77,041 | 0 | 01 Apr, 2026 |
| Henry Edward Dubois | Chief Financial Officer | 516,905 | 0 | 12 Mar, 2026 |
| Christiana L Lin | General Counsel Cao | 452,733 | 0 | 12 Mar, 2026 |
| Magid M Abraham | - | 64,847 | 0 | 01 Apr, 2026 |
| Brian E O'Toole | Ceo And President | 1,155,188 | 0 | 12 Mar, 2026 |
| Johan G Broekhuysen | Chief Financial Officer | 451,146 | 0 | 28 Feb, 2022 |
| Tracy Ward | Svp Controller | 42,923 | 0 | 12 Mar, 2026 |
| William D. Porteous | - | 77,785 | 0 | 01 Apr, 2026 |
| Timothy M. Harvey | - | 57,444 | 0 | 11 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 | James R Tolonen | Class A Common Stock | A | 894 | $0.00 | 77,041 | D | A |
| 31 Mar, 2026 | William D. Porteous | Class A Common Stock | A | 894 | $0.00 | 77,785 | D | A |
| 31 Mar, 2026 | Magid M Abraham | Class A Common Stock | A | 894 | $0.00 | 64,847 | D | A |
| 31 Mar, 2026 | William D. Porteous | Class A Common Stock | A | 894 | $0.00 | 77,785 | D | A |
| 31 Mar, 2026 | James R Tolonen | Class A Common Stock | A | 894 | $0.00 | 77,041 | D | A |
| 31 Mar, 2026 | William D. Porteous | Class A Common Stock | A | 894 | $0.00 | 77,785 | D | A |
| 31 Mar, 2026 | James R Tolonen | Class A Common Stock | A | 894 | $0.00 | 77,041 | D | A |
| 11 Mar, 2026 | Brian E O'Toole | Class A Common Stock | D | 24,999 | $24.00 | 963,522 | D | F |
| 11 Mar, 2026 | Tracy Ward | Class A Common Stock | D | 803 | $24.00 | 42,923 | D | F |
| 11 Mar, 2026 | Tracy Ward | Class A Common Stock | D | 803 | $24.00 | 42,923 | D | F |
| 11 Mar, 2026 | Christiana L Lin | Class A Common Stock | D | 13,741 | $24.00 | 379,817 | D | F |
| 11 Mar, 2026 | Tracy Ward | Class A Common Stock | D | 803 | $24.00 | 42,923 | D | F |
| 11 Mar, 2026 | Brian E O'Toole | Class A Common Stock | D | 24,999 | $24.00 | 963,522 | D | F |
| 11 Mar, 2026 | Christiana L Lin | Class A Common Stock | D | 13,741 | $24.00 | 379,817 | D | F |
| 11 Mar, 2026 | Henry Edward Dubois | Class A Common Stock | D | 23,551 | $24.00 | 439,822 | D | F |
| 11 Mar, 2026 | Brian E O'Toole | Class A Common Stock | D | 24,999 | $24.00 | 963,522 | D | F |
| 11 Mar, 2026 | Christiana L Lin | Class A Common Stock | D | 13,741 | $24.00 | 379,817 | D | F |
| 10 Mar, 2026 | Brian E O'Toole | Class A Common Stock | A | 191,666 | $0.00 | 1,155,188 | D | A |
| 10 Mar, 2026 | Christiana L Lin | Class A Common Stock | A | 72,916 | $0.00 | 452,733 | D | A |
| 10 Mar, 2026 | Brian E O'Toole | Class A Common Stock | A | 191,666 | $0.00 | 1,155,188 | D | A |