As of March 23, 2026, the three largest insider holders of CTEV are James M Head (Evp Chief Financial Officer, 3.68Mn shares), Jeffrey Doctoroff (Evp, General Counsel, 1.53Mn shares), Mark Tabak (Director, 1.02Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark Tabak | 1,023,798 | 0 | 03 Jan, 2023 | |
| Corporate Investors Viii, Ltd. Hf | 0 | 677,590 | 14 Nov, 2025 | |
| Travis Dalton | Pres., Ceo Executive Chair | 498,353 | 0 | 03 Mar, 2026 |
| Douglas Michael Garis | Evpcfo | 206,152 | 0 | 16 Mar, 2026 |
| Dale A. White | 0 | 201,652 | 25 Aug, 2025 | |
| David L. Redmond | Former Chief Financial Officer | 194,597 | 0 | 04 Jan, 2022 |
| Michael Kim | Evp, Chief Digital Officer | 182,878 | 0 | 16 Mar, 2026 |
| Jerome Hogge | Evp, Chief Operating Officer | 160,268 | 0 | 03 Mar, 2026 |
| Dale A. White | 145,922 | 0 | 03 Mar, 2026 | |
| Tiffani Misencik | Svp, Chief Growth Officer | 132,573 | 0 | 03 Mar, 2026 |
| William B. Mintz | Svp, Chief Strategy Officer | 83,248 | 0 | 03 Mar, 2026 |
| Gerald Kozel | Svp, Chief Accounting Officer | 57,815 | 0 | 01 Apr, 2025 |
| William L Veghte | 41,287 | 0 | 28 Apr, 2022 | |
| Tara O'Neil | Svp, General Counsel | 27,199 | 0 | 02 Mar, 2026 |
| Travis Dalton | Pres., Ceo Executive Chair | 0 | 24,952 | 02 Mar, 2026 |
| Douglas Michael Garis | Evpcfo | 0 | 19,927 | 13 May, 2025 |
| Julie D Klapstein | 15,634 | 0 | 02 May, 2025 | |
| Anthony Jr Colaluca | 15,357 | 0 | 02 May, 2025 | |
| Michael Stuart Klein | 15,357 | 0 | 02 May, 2025 | |
| Richard A Clarke | 15,357 | 0 | 02 May, 2025 | |
| C Martin Harris | 15,305 | 0 | 02 May, 2025 | |
| John Michael Prince | 12,685 | 0 | 02 May, 2025 | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | Michael Kim | Class A common stock | A | 15,000 | $16.50 | 182,878 | D | P |
| 16 Mar, 2026 | Douglas Michael Garis | Class A common stock | A | 1,300 | $17.69 | 206,152 | D | P |
| 01 Mar, 2026 | Tiffani Misencik | Class A common stock | D | 1,660 | $13.47 | 106,231 | 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 | 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 | Jerome Hogge | Class A common stock | D | 1,906 | $13.47 | 96,840 | D | F |
| 01 Mar, 2026 | Michael Kim | Class A common stock | D | 189 | $13.47 | 137,784 | D | F |
| 01 Mar, 2026 | Douglas Michael Garis | Class A common stock | D | 5,331 | $13.47 | 138,530 | D | F |
| 01 Mar, 2026 | William B. Mintz | Class A common stock | A | 19,060 | $0.00 | 83,248 | D | A |
| 01 Mar, 2026 | Douglas Michael Garis | Class A common stock | A | 66,322 | $0.00 | 204,852 | D | A |
| 01 Mar, 2026 | Travis Dalton | Class A common stock | D | 9,824 | $13.47 | 219,428 | D | F |
| 01 Mar, 2026 | Dale A. White | Class A common stock | D | 12,542 | $13.47 | 145,922 | D | F |
| 01 Mar, 2026 | Tiffani Misencik | Class A common stock | A | 26,342 | $0.00 | 132,573 | D | A |
| 01 Mar, 2026 | Jerome Hogge | Class A common stock | D | 2,894 | $13.47 | 93,946 | D | F |
| 01 Mar, 2026 | Tara O'Neil | Class A common stock | D | 531 | $13.47 | 26,579 | D | F |
| 01 Mar, 2026 | Michael Kim | Class A common stock | D | 1,608 | $13.47 | 136,176 | D | F |
| 01 Mar, 2026 | Tiffani Misencik | Cash Settled Restricted Stock Units | D | 10,123 | $0.00 | 10,124 | D | D |
| 01 Mar, 2026 | Michael Kim | Class A common stock | D | 678 | $13.47 | 135,498 | D | F |