CAI's three largest insider shareholders as of May 30, 2026 are Sub-Fund Holdco Llc Tssp (Other, 24.39Mn shares), H Whitney Vi L P J (TenPercentOwner, 20.26Mn shares), I Ltd. Adapt (TenPercentOwner, 16.94Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David D Halbert | - | 2,615,245 | 0 | 10 Mar, 2026 |
| George Poste | - | 220,237 | 0 | 13 Aug, 2025 |
| Jon Halbert | - | 118,621 | 0 | 27 Feb, 2026 |
| Peter M Castleman | - | 24,138 | 0 | 27 Feb, 2026 |
| T Danny Phillips | - | 119,868 | 0 | 27 Feb, 2026 |
| H Whitney Vi L P J | - | 0 | 20,256,615 | 23 Jun, 2025 |
| Sub-Fund Holdco Llc Tssp | - | 0 | 24,385,399 | 23 Jun, 2025 |
| Jeff L Vacirca | - | 18,621 | 0 | 27 Feb, 2026 |
| Lloyd Minor | - | 18,621 | 0 | 02 Mar, 2026 |
| John Russel Denton | - | 187,562 | 0 | 10 Mar, 2026 |
| David Paul Fredrickson | - | 18,621 | 0 | 27 Feb, 2026 |
| David Baxley Spetzler | President | 543,939 | 0 | 10 Mar, 2026 |
| Brian J Brille | - | 244,290 | 0 | 10 Mar, 2026 |
| Luke Thomas Power | - | 163,542 | 0 | 10 Mar, 2026 |
| I Ltd. Adapt | - | 0 | 16,943,232 | 23 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | John Russel Denton | Common Stock | A | 63,971 | $0.00 | 187,562 | D | A |
| 06 Mar, 2026 | John Russel Denton | Common Stock | A | 63,971 | $0.00 | 187,562 | D | A |
| 06 Mar, 2026 | Luke Thomas Power | Common Stock | A | 63,971 | $0.00 | 163,542 | D | A |
| 06 Mar, 2026 | David D Halbert | Common Stock | A | 320,112 | $0.00 | 2,615,245 | D | A |
| 06 Mar, 2026 | Luke Thomas Power | Common Stock | A | 63,971 | $0.00 | 163,542 | D | A |
| 06 Mar, 2026 | Brian J Brille | Common Stock | A | 83,162 | $0.00 | 244,290 | D | A |
| 06 Mar, 2026 | David Baxley Spetzler | Common Stock | A | 83,162 | $0.00 | 543,939 | D | A |
| 06 Mar, 2026 | David D Halbert | Common Stock | A | 320,112 | $0.00 | 2,615,245 | D | A |
| 06 Mar, 2026 | David Baxley Spetzler | Common Stock | A | 83,162 | $0.00 | 543,939 | D | A |
| 26 Feb, 2026 | Lloyd Minor | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Lloyd Minor | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Jon Halbert | Common Stock | A | 2,492 | $20.06 | 118,621 | D | A |
| 26 Feb, 2026 | Jeff L Vacirca | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | David Paul Fredrickson | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | T Danny Phillips | Common Stock | A | 3,739 | $20.06 | 119,868 | D | A |
| 26 Feb, 2026 | T Danny Phillips | Common Stock | A | 3,739 | $20.06 | 119,868 | D | A |
| 26 Feb, 2026 | David Paul Fredrickson | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Jon Halbert | Common Stock | A | 2,492 | $20.06 | 118,621 | D | A |
| 26 Feb, 2026 | Jeff L Vacirca | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Peter M Castleman | Common Stock | A | 5,509 | $20.06 | 24,138 | D | A |