| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David S Lobel | - | 0 | 40,754,834 | 24 Mar, 2025 |
| Matthew E Rubel | - | 0 | 898,125 | 08 Aug, 2022 |
| Ginger M Jones | - | 148,630 | 0 | 15 May, 2025 |
| Gina L Bianchini | - | 17,000 | 0 | 24 Sep, 2021 |
| Partners V, L.P. Midocean | - | 10,243,872 | 51,477 | 28 Jun, 2023 |
| Matthew Stevenson | President And Ceo | 2,901,835 | 0 | 29 Dec, 2025 |
| Michelle J. Gloeckler | Interim President And Ceo | 290,048 | 0 | 15 May, 2025 |
| Sponsor Holdings Llc Empower | - | 0 | 10,291,250 | 08 Aug, 2022 |
| Graham Clempson | - | 0 | 104,775 | 18 Mar, 2024 |
| Dominic Bardos | Chief Financial Officer | 102,971 | 0 | 16 Aug, 2022 |
| Vinod Nimmagadda | Evp Corp. Dev New Ventures | 200,998 | 0 | 21 Nov, 2023 |
| Stephen Trussell | Vp Finance | 109,009 | 0 | 21 Nov, 2023 |
| Thomas W Tomlinson | Chief Executive Officer | 260,825 | 0 | 18 Aug, 2022 |
| Terrill M Rutledge | Chief Information Officer | 155,664 | 0 | 21 Nov, 2023 |
| Sean Crawford | Chief Marketing Officer | 188,507 | 0 | 21 Nov, 2023 |
| Jason Richard Bruce | Vp Business Development | 105,424 | 0 | 21 Nov, 2023 |
| Owen Basham | - | 0 | 64,673,884 | 15 Feb, 2022 |
| James D. Coady | - | 0 | 64,673,884 | 15 Feb, 2022 |
| Patrick Lee Pierce | Chief Human Resources Officer | 155,026 | 0 | 21 Nov, 2023 |
| Anita Sehgal | - | 121,630 | 0 | 15 May, 2025 |
| Carly Kennedy | Evp General Counsel | 426,448 | 0 | 14 Aug, 2025 |
| Brian Appelgate | Interm Chief Operating Officer | 207,040 | 0 | 20 May, 2024 |
| Jesse Weaver | Chief Financial Officer | 659,459 | 0 | 14 Aug, 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Dec, 2025 | Matthew Stevenson | Common Stock | D | 178,194 | $4.24 | 2,901,835 | D | F |
| 24 Dec, 2025 | Matthew Stevenson | Common Stock | D | 178,194 | $4.24 | 2,901,835 | D | F |
| 18 Sep, 2025 | David S Lobel | Common Stock | D | 2,100,000 | $2.63 | 24,654,834 | I | S |
| 18 Sep, 2025 | David S Lobel | Common Stock | D | 2,100,000 | $2.63 | 24,654,834 | I | S |
| 10 Sep, 2025 | David S Lobel | Common Stock | D | 14,000,000 | $2.63 | 26,754,834 | I | S |
| 10 Sep, 2025 | David S Lobel | Common Stock | D | 14,000,000 | $2.63 | 26,754,834 | I | S |
| 12 Aug, 2025 | Carly Kennedy | Common Stock | A | 123,724 | $0.00 | 426,448 | D | A |
| 12 Aug, 2025 | Matthew Stevenson | Common Stock | A | 433,034 | $0.00 | 2,646,995 | D | A |
| 12 Aug, 2025 | Matthew Stevenson | Common Stock | A | 433,034 | $0.00 | 2,646,995 | D | A |
| 12 Aug, 2025 | Carly Kennedy | Common Stock | A | 123,724 | $0.00 | 426,448 | D | A |
| 12 Aug, 2025 | Jesse Weaver | Common Stock | A | 247,448 | $0.00 | 659,459 | D | A |
| 12 Aug, 2025 | Jesse Weaver | Common Stock | A | 247,448 | $0.00 | 659,459 | D | A |
| 12 Aug, 2025 | Matthew Stevenson | Common Stock | A | 433,034 | $0.00 | 3,080,029 | D | A |
| 12 Aug, 2025 | Matthew Stevenson | Common Stock | A | 433,034 | $0.00 | 3,080,029 | D | A |
| 06 Jun, 2025 | Matthew Stevenson | Common Stock | D | 102,875 | $2.12 | 2,213,961 | D | F |
| 06 Jun, 2025 | Matthew Stevenson | Common Stock | D | 102,875 | $2.12 | 2,213,961 | D | F |
| 13 May, 2025 | Owen Basham | Common Stock | A | 48,165 | $0.00 | 77,331 | D | A |
| 13 May, 2025 | Anita Sehgal | Common Stock | A | 48,165 | $0.00 | 121,630 | D | A |
| 13 May, 2025 | Graham Clempson | Common Stock | A | 48,165 | $0.00 | 102,185 | D | A |
| 13 May, 2025 | Anita Sehgal | Common Stock | A | 48,165 | $0.00 | 121,630 | D | A |