| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Christopher Egan | 23,680,335 | 04 Mar, 2025 | |
| Githesh Ramamurthy | Nan | 21,948,593 | 03 Feb, 2026 |
| Marc Stad | Nan | 16,660,716 | 02 Aug, 2021 |
| Mary Jo Prigge | Nan | 945,783 | 25 Mar, 2025 |
| Timothy A Welsh | Nan | 305,192 | 24 Nov, 2025 |
| Marc Fredman | Svp And Chief Strategy Officer | 280,635 | 01 Aug, 2025 |
| Crescenzo Neil E. De | 213,429 | 27 May, 2025 | |
| Brian Herb | Nan | 166,014 | 19 Dec, 2025 |
| John Page Goodson | Nan | 157,478 | 19 Sep, 2025 |
| Rodney Christo | Chief Accounting Officer | 135,642 | 01 Aug, 2025 |
| William Ingram | 77,612 | 27 May, 2025 | |
| Jay Simons | 75,000 | 02 Aug, 2021 | |
| Douglas Merritt | 75,000 | 02 Aug, 2021 | |
| Sarah Friar | 75,000 | 02 Aug, 2021 | |
| Gokul Rajaram | 75,000 | 02 Aug, 2021 | |
| David D Ossip | 75,000 | 02 Aug, 2021 | |
| Eileen Schloss | 50,134 | 27 May, 2025 | |
| Michael John Silva | Nan | 48,766 | 23 Oct, 2024 |
| Shivani Govil | Svp And Chief Product Officer | 15,905 | 27 Mar, 2023 |
| Teri Williams | 7,558 | 16 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Feb, 2026 | Githesh Ramamurthy | Common Stock | A | 500,000 | $2.50 | 8,320,231 | D | M |
| 19 Dec, 2025 | Brian Herb | Common Stock | D | 6,480 | $0.00 | 166,014 | D | G |
| 19 Dec, 2025 | Brian Herb | - | - | 166,014 | D | |||
| 15 Dec, 2025 | Teri Williams | Common Stock | D | 68,000 | $7.52 | 7,558 | D | S |
| 15 Dec, 2025 | Teri Williams | - | - | 7,558 | D | |||
| 20 Nov, 2025 | Timothy A Welsh | - | - | 305,192 | D | |||
| 20 Nov, 2025 | Timothy A Welsh | Common Stock | A | 136,720 | $7.31 | 305,192 | D | P |
| 07 Nov, 2025 | International, L.P. Advent | - | - | 0 | I | |||
| 07 Nov, 2025 | International, L.P. Advent | Common Stock | D | 27,391,934 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | International, L.P. Advent | Common Stock | D | 866,345 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | International, L.P. Advent | - | - | 0 | I | |||
| 07 Nov, 2025 | International, L.P. Advent | - | - | 0 | I | |||
| 07 Nov, 2025 | International, L.P. Advent | Common Stock | D | 9,084,247 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | Lauren Young | Common Stock | D | 9,084,247 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | Lauren Young | Common Stock | D | 866,345 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | Lauren Young | Common Stock | D | 27,391,934 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | Eric Wei | Common Stock | D | 27,391,934 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | Eric Wei | Common Stock | D | 866,345 | $7.76 | 0 | I | S |
| 07 Nov, 2025 | Eric Wei | Common Stock | D | 9,084,247 | $7.76 | 0 | I | S |
| 19 Sep, 2025 | Brian Herb | Common Stock | D | 5,125 | $0.00 | 372,494 | D | G |