As of April 17, 2026, the three largest insider holders of PTLO are Partners Llc Berkshire (Director, 6.08Mn shares), Richard K Lubin (Director, 6.08Mn shares), Richard K Lubin (Director, 5.94Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard K Lubin | - | 0 | 6,084,168 | 14 Mar, 2023 |
| Partners Llc Berkshire | - | 0 | 6,084,168 | 14 Mar, 2023 |
| Richard K Lubin | - | 17,746 | 5,922,794 | 06 Apr, 2023 |
| Joshua Adam Lutzker | - | 0 | 3,755,165 | 06 Mar, 2024 |
| Partners Llc Berkshire | - | 0 | 3,755,165 | 06 Mar, 2024 |
| Partners Llc Berkshire | - | 0 | 1,045,630 | 21 May, 2025 |
| Michael Miles | Interim President Ceo | 446,917 | 0 | 04 Mar, 2026 |
| Eugene I Jr Lee | - | 0 | 416,250 | 13 Mar, 2026 |
| Michelle Greig Hook | Cfo Treasurer | 218,680 | 0 | 03 Mar, 2026 |
| Jack Hartung | - | 132,628 | 0 | 05 Jan, 2026 |
| Joshua Adam Lutzker | - | 0 | 110,890 | 05 Jan, 2026 |
| Gerard Johan Hart | - | 107,965 | 0 | 16 Mar, 2026 |
| Kelly M Kaiser | General Counsel And Secretary | 105,173 | 0 | 03 Mar, 2026 |
| Tony J Darden | Chief Operating Officer | 100,773 | 0 | 29 Dec, 2025 |
| Jill Francine Waite | Chief People Officer | 95,076 | 0 | 03 Mar, 2026 |
| Ann G. Bordelon | - | 76,216 | 0 | 17 Mar, 2026 |
| Michael Osanloo | President Ceo | 65,317 | 0 | 11 Aug, 2025 |
| Partners Llc Berkshire | - | 0 | 64,050 | 17 Apr, 2025 |
| Noah H. Glass | - | 63,872 | 0 | 05 Jan, 2026 |
| Keith M Correia | Chief Information Officer | 62,843 | 0 | 03 Mar, 2026 |
| Paulette R. Dodson | - | 62,806 | 0 | 05 Jan, 2026 |
| Eugene I Jr Lee | - | 60,798 | 0 | 05 Jan, 2026 |
| Derrick Lee Pratt | Chief Operating Officer | 51,865 | 0 | 04 Jun, 2024 |
| Gerard Johan Hart | - | 0 | 50,072 | 17 Sep, 2024 |
| Michael K Ellis | Chief Development Officer | 45,529 | 0 | 03 Nov, 2025 |
| Partners Llc Berkshire | - | 0 | 36,479 | 06 Apr, 2023 |
| Nicholas Anthony Scarpino | Chief Marketing Officer | 25,220 | 0 | 10 Dec, 2024 |
| Jill Francine Waite | Chief Human Resources Officer | 21,900 | 0 | 31 May, 2022 |
| Joshua Adam Lutzker | - | 0 | 18,733 | 06 Apr, 2023 |
| Partners Llc Berkshire | - | 0 | 16,528 | 20 Jan, 2022 |
| Susan Beth Shelton | General Counsel And Secretary | 14,306 | 0 | 04 Mar, 2024 |
| Sherri Lynn Abruscato | - | 11,910 | 0 | 05 Oct, 2022 |
| Nicholas Anthony Scarpino | Svp Marketing Off Premises | 10,700 | 0 | 12 May, 2022 |
| George Richard Iii Cook | Senior Vp, Technology | 9,100 | 0 | 24 Oct, 2023 |
| Joshua Adam Lutzker | - | 8,397 | 0 | 20 Jan, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Ann G. Bordelon | Class A common stock | A | 17,789 | $0.00 | 76,216 | D | C |
| 13 Mar, 2026 | Ann G. Bordelon | LLC Units of PHD Group Holdings LLC | D | 17,789 | - | 0 | D | C |
| 13 Mar, 2026 | Gerard Johan Hart | Class A common stock | A | 50,070 | $5.33 | 107,965 | D | M |
| 13 Mar, 2026 | Gerard Johan Hart | Stock Option (right to buy) | D | 50,070 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Eugene I Jr Lee | Class A common stock | A | 286,000 | $5.18 | 416,250 | I | P |
| 02 Mar, 2026 | Michael Miles | Class A common stock | A | 47,004 | $0.00 | 446,917 | D | A |
| 28 Feb, 2026 | Kelly M Kaiser | Class A common stock | A | 730 | $4.81 | 105,198 | D | A |
| 28 Feb, 2026 | Jill Francine Waite | Class A common stock | A | 404 | $4.81 | 95,089 | D | A |
| 28 Feb, 2026 | Keith M Correia | Class A common stock | A | 28 | $4.81 | 62,843 | D | A |
| 28 Feb, 2026 | Michelle Greig Hook | Class A common stock | A | 1,501 | $4.81 | 218,730 | D | A |
| 28 Feb, 2026 | Kelly M Kaiser | Class A common stock | D | 25 | $4.81 | 105,173 | D | F |
| 28 Feb, 2026 | Michelle Greig Hook | Class A common stock | D | 50 | $4.81 | 218,680 | D | F |
| 28 Feb, 2026 | Jill Francine Waite | Class A common stock | D | 13 | $4.81 | 95,076 | D | F |
| 02 Feb, 2026 | Michael Miles | Class A common stock | A | 70,796 | $0.00 | 399,913 | D | A |
| 31 Dec, 2025 | Michael Miles | Class A common stock | D | 3,441 | $4.54 | 241,972 | D | F |
| 02 Jan, 2026 | Jack Hartung | Class A common stock | A | 43,572 | $0.00 | 132,628 | D | A |
| 02 Jan, 2026 | Joshua Adam Lutzker | Class A Common Stock | A | 46,840 | $0.00 | 110,890 | I | A |
| 02 Jan, 2026 | Noah H. Glass | Class A common stock | A | 26,143 | $0.00 | 63,872 | D | A |
| 02 Jan, 2026 | Eugene I Jr Lee | Class A common stock | A | 49,019 | $0.00 | 60,798 | D | A |
| 02 Jan, 2026 | Ann G. Bordelon | Class A common stock | A | 26,143 | $0.00 | 58,427 | D | A |