CTEV's three largest insider shareholders as of July 26, 2026 are Travis Dalton (Pres., Chief Executive Officer, 5.00Mn shares), James M Head (Evp Chief Financial Officer, 3.68Mn shares), Jeffrey Doctoroff (Evp, General Counsel, 1.53Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Glenn R August | - | 320,082 | 0 | 26 Apr, 2024 |
| C Martin Harris | - | 15,305 | 0 | 02 May, 2025 |
| Michael Stuart Klein | - | 320,082 | 0 | 26 Apr, 2024 |
| Anthony Jr Colaluca | - | 380,082 | 0 | 26 Apr, 2024 |
| Richard A Clarke | - | 320,082 | 0 | 26 Apr, 2024 |
| Julie D Klapstein | - | 15,634 | 0 | 02 May, 2025 |
| William L Veghte | - | 41,287 | 0 | 28 Apr, 2022 |
| Brock Albinson | Svp, Chief Accounting Officer | 30,193 | 0 | 02 Apr, 2026 |
| Corporate Investors Viii, Ltd. Hf | - | 0 | 677,590 | 14 Nov, 2025 |
| Dale A. White | - | 0 | 201,652 | 25 Aug, 2025 |
| Jeffrey Doctoroff | Evp, General Counsel | 1,532,000 | 0 | 01 Apr, 2024 |
| Mark Tabak | Chief Executive Officer | 1,023,798 | 0 | 03 Jan, 2023 |
| David L. Redmond | Former Chief Financial Officer | 194,597 | 0 | 04 Jan, 2022 |
| Gerald Kozel | Svp, Chief Accounting Officer | 121,989 | 0 | 31 Mar, 2022 |
| Michael Kim | Evp, Chief Digital Officer | 182,878 | 0 | 16 Mar, 2026 |
| Travis Dalton | Pres., Chief Executive Officer | 5,004,504 | 0 | 07 Aug, 2024 |
| James M Head | Evp Chief Financial Officer | 3,682,613 | 0 | 05 Mar, 2024 |
| Nutter Carol | Svp, Chief People Officer | 46,066 | 0 | 03 Mar, 2026 |
| John Michael Prince | - | 12,685 | 0 | 02 May, 2025 |
| Jerome Hogge | Evp, Chief Operating Officer | 1,041,667 | 0 | 12 Mar, 2024 |
| Douglas Michael Garis | Evpcfo | 206,152 | 0 | 16 Mar, 2026 |
| William B. Mintz | Svp, Chief Strategy Officer | 83,248 | 0 | 03 Mar, 2026 |
| Tara O'Neil | Svp, General Counsel | 27,199 | 0 | 02 Mar, 2026 |
| Tiffani Misencik | Svp, Chief Growth Officer | 132,573 | 0 | 03 Mar, 2026 |
| Jason Lamar Kap | - | 7,356 | 0 | 02 May, 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 | Brock Albinson | Class A common stock | A | 2,956 | $0.00 | 30,193 | D | A |
| 16 Mar, 2026 | Douglas Michael Garis | Class A common stock | A | 1,300 | $17.69 | 206,152 | D | P |
| 12 Mar, 2026 | Michael Kim | Class A common stock | A | 15,000 | $16.50 | 182,878 | D | P |
| 01 Mar, 2026 | Nutter Carol | Class A common stock | D | 1,229 | $13.47 | 29,519 | D | F |
| 01 Mar, 2026 | William B. Mintz | Class A common stock | D | 1,137 | $13.47 | 64,188 | D | F |
| 01 Mar, 2026 | Tara O'Neil | Class A common stock | D | 89 | $13.47 | 27,110 | D | F |
| 01 Mar, 2026 | Tiffani Misencik | Class A common stock | D | 1,660 | $13.47 | 106,231 | D | F |
| 01 Mar, 2026 | Douglas Michael Garis | Class A common stock | D | 5,331 | $13.47 | 138,530 | D | F |
| 01 Mar, 2026 | Brock Albinson | Class A common stock | A | 23,243 | $0.00 | 27,237 | D | A |
| 01 Mar, 2026 | Dale A. White | Class A common stock | D | 1,616 | $13.47 | 158,464 | D | F |
| 01 Mar, 2026 | Tara O'Neil | Class A common stock | D | 89 | $13.47 | 27,110 | D | F |
| 01 Mar, 2026 | Tara O'Neil | Class A common stock | D | 89 | $13.47 | 27,110 | D | F |
| 01 Mar, 2026 | Michael Kim | Class A common stock | D | 189 | $13.47 | 137,784 | D | F |
| 01 Mar, 2026 | Jerome Hogge | Class A common stock | D | 1,906 | $13.47 | 96,840 | D | F |
| 01 Mar, 2026 | Dale A. White | Class A common stock | D | 1,616 | $13.47 | 158,464 | D | F |
| 01 Mar, 2026 | Travis Dalton | Class A common stock | D | 13,806 | $13.47 | 229,252 | D | F |
| 01 Mar, 2026 | Dale A. White | Class A common stock | D | 1,616 | $13.47 | 158,464 | D | F |
| 01 Mar, 2026 | Nutter Carol | Class A common stock | D | 498 | $13.47 | 29,021 | D | F |
| 01 Mar, 2026 | Dale A. White | Class A common stock | D | 12,542 | $13.47 | 145,922 | D | F |
| 01 Mar, 2026 | Tara O'Neil | Class A common stock | D | 531 | $13.47 | 26,579 | D | F |