As of September 29, 2026, the three largest insider holders of PTLO are Richard K Lubin (Director, 6.08Mn shares), Partners Llc Berkshire (Director, 6.08Mn shares), Richard K Lubin (Director, 5.94Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Richard K Lubin | Director | 17,746 | 5,922,794 | 5,940,540 | 33.6% | 06 Apr, 2023 |
| 2 | Partners Llc Berkshire | Director, TenPercentOwner | 0 | 4,864,845 | 4,864,845 | 27.5% | 21 May, 2025 |
| 3 | Joshua Adam Lutzker | Director | 0 | 3,866,055 | 3,866,055 | 21.9% | 05 Jan, 2026 |
| 4 | Eugene I Jr Lee | Director | 0 | 551,770 | 551,770 | 3.1% | 12 Aug, 2026 |
| 5 | Michael Miles | Interim President Ceo | 446,917 | 0 | 446,917 | 2.5% | 04 Mar, 2026 |
| 6 | Brett Patterson | President Ceo | 340,823 | 0 | 340,823 | 1.9% | 16 Apr, 2026 |
| 7 | Michelle Greig Hook | Cfo Treasurer | 301,322 | 0 | 301,322 | 1.7% | 04 May, 2026 |
| 8 | Tony J Darden | Chief Operating Officer | 158,501 | 0 | 158,501 | 0.9% | 16 Apr, 2026 |
| 9 | Jill Francine Waite | Chief People Officer | 155,191 | 0 | 155,191 | 0.9% | 02 Jun, 2026 |
| 10 | Kelly M Kaiser | General Counsel And Secretary | 144,920 | 0 | 144,920 | 0.8% | 08 Sep, 2026 |
| 11 | Jack Hartung | Director | 132,628 | 0 | 132,628 | 0.8% | 05 Jan, 2026 |
| 12 | Gerard Johan Hart | Director | 107,965 | 0 | 107,965 | 0.6% | 16 Mar, 2026 |
| 13 | Denise Peggy Lauer | Chief Marketing Officer | 101,240 | 0 | 101,240 | 0.6% | 23 Sep, 2026 |
| 14 | Keith M Correia | Chief Information Officer | 87,054 | 0 | 87,054 | 0.5% | 02 Jun, 2026 |
| 15 | Ann G. Bordelon | Director | 76,216 | 0 | 76,216 | 0.4% | 17 Mar, 2026 |
| 16 | Michael Osanloo | President Ceo | 65,317 | 0 | 65,317 | 0.4% | 11 Aug, 2025 |
| 17 | Noah H. Glass | Director | 63,872 | 0 | 63,872 | 0.4% | 05 Jan, 2026 |
| 18 | Paulette R. Dodson | Director | 62,806 | 0 | 62,806 | 0.4% | 05 Jan, 2026 |
| 19 | Derrick Lee Pratt | Chief Operating Officer | 51,865 | 0 | 51,865 | 0.3% | 04 Jun, 2024 |
| 20 | Michael K Ellis | Chief Development Officer | 45,529 | 0 | 45,529 | 0.3% | 03 Nov, 2025 |
| 21 | Jennifer Pecoraro-Striepling | Chief Development Officer | 40,760 | 0 | 40,760 | 0.2% | 16 Apr, 2026 |
| 22 | Nicholas Anthony Scarpino | Chief Marketing Officer | 35,920 | 0 | 35,920 | 0.2% | 10 Dec, 2024 |
| 23 | Susan Beth Shelton | General Counsel And Secretary | 14,306 | 0 | 14,306 | 0.1% | 04 Mar, 2024 |
| 24 | Sherri Lynn Abruscato | Officer | 11,910 | 0 | 11,910 | 0.1% | 05 Oct, 2022 |
| 25 | George Richard Iii Cook | Senior Vp, Technology | 9,100 | 0 | 9,100 | 0.1% | 24 Oct, 2023 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 22 Sep, 2026 | Denise Peggy Lauer | Chief Marketing Officer | Disposed F | 6,545 | $3.75 | $24.54K | 101,240 | Direct |
| 05 Sep, 2026 | Kelly M Kaiser | General Counsel And Secretary | Disposed F | 437 | $4.42 | $1.93K | 144,920 | Direct |
| 12 Aug, 2026 | Eugene I Jr Lee | Director | Acquired P | 65,355 | $4.59 | $299.98K | 551,770 | Indirect |
| 31 May, 2026 | Keith M Correia | Chief Information Officer | Acquired A | 73 | $3.86 | $282 | 87,056 | Direct |
| 31 May, 2026 | Jill Francine Waite | Chief People Officer | Acquired A | 1,146 | $3.86 | $4.42K | 133,324 | Direct |
| 31 May, 2026 | Kelly M Kaiser | General Counsel And Secretary | Acquired A | 3,161 | $3.86 | $12.20K | 145,449 | Direct |
| 31 May, 2026 | Kelly M Kaiser | General Counsel And Secretary | Disposed F | 92 | $3.86 | $355 | 145,357 | Direct |
| 31 May, 2026 | Keith M Correia | Chief Information Officer | Disposed F | 2 | $3.86 | $8 | 87,054 | Direct |
| 31 May, 2026 | Jill Francine Waite | Chief People Officer | Disposed F | 33 | $3.86 | $127 | 133,291 | Direct |
| 11 May, 2026 | Eugene I Jr Lee | Director | Acquired P | 70,165 | $4.28 | $300.31K | 486,415 | Indirect |
| 02 May, 2026 | Michelle Greig Hook | Cfo Treasurer | Disposed F | 3,992 | $6.49 | $25.91K | 301,322 | Direct |
| 02 May, 2026 | Keith M Correia | Chief Information Officer | Disposed F | 1,226 | $6.49 | $7.96K | 86,983 | Direct |
| 02 May, 2026 | Jill Francine Waite | Chief People Officer | Disposed F | 1,840 | $6.49 | $11.94K | 132,178 | Direct |
| 02 May, 2026 | Kelly M Kaiser | General Counsel And Secretary | Disposed F | 1,840 | $6.49 | $11.94K | 142,288 | Direct |
| 22 Apr, 2026 | Keith M Correia | Chief Information Officer | Disposed F | 601 | $6.50 | $3.91K | 88,209 | Direct |
| 15 Apr, 2026 | Brett Patterson | President Ceo | Acquired A | 271,739 | $0.00 | $0 | 340,823 | Direct |
| 15 Apr, 2026 | Jill Francine Waite | Chief People Officer | Acquired A | 40,760 | $0.00 | $0 | 135,836 | Direct |
| 15 Apr, 2026 | Eugene I Jr Lee | Director | Acquired A | 12,681 | $0.00 | $0 | 73,479 | Direct |
| 14 Apr, 2026 | Tony J Darden | Chief Operating Officer | Acquired A | 1,034 | $0.00 | $0 | 101,807 | Direct |
| 15 Apr, 2026 | Michelle Greig Hook | Cfo Treasurer | Acquired A | 90,579 | $0.00 | $0 | 309,259 | Direct |