| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Alexander Buffett Rozek | - | 0 | 33,492,922 | 27 Jan, 2022 |
| Tal Keinan | Chief Executive Officer | 17,943,792 | 0 | 27 Jan, 2022 |
| Nick Wellmon | - | 0 | 11,640,460 | 27 Jan, 2022 |
| Nick Wellmon | - | 0 | 11,640,460 | 27 Jan, 2022 |
| Omaha Corp Boston | - | 8,666,163 | 0 | 08 Apr, 2026 |
| Alexander Buffett Rozek | - | 0 | 3,118,474 | 24 Feb, 2023 |
| Francisco Gonzalez | Chief Financial Officer | 709,588 | 0 | 20 Feb, 2026 |
| Alexander Buffett Rozek | - | 0 | 452,488 | 26 Dec, 2024 |
| Walter Jackson | - | 412,072 | 0 | 27 Jan, 2022 |
| Alexander Buffett Rozek | - | 278,938 | 0 | 09 Apr, 2026 |
| Tal Keinan | Chief Executive Officer | 269,846 | 0 | 20 Feb, 2026 |
| Willard Whitesell | Chief Operating Officer | 85,873 | 0 | 09 May, 2025 |
| Willard Whitesell | Chief Operating Officer | 85,873 | 0 | 09 May, 2025 |
| Michael Weber Schmitt | Chief Accounting Officer | 83,441 | 0 | 20 Feb, 2026 |
| Alex Saltzman | Chief Operating Officer | 60,000 | 0 | 16 Feb, 2023 |
| Alethia Nancoo | - | 43,233 | 0 | 20 Feb, 2026 |
| Nick Wellmon | - | 42,233 | 0 | 20 Feb, 2026 |
| Nick Wellmon | - | 42,233 | 0 | 20 Feb, 2026 |
| Lysa Leiponis | - | 42,233 | 0 | 20 Feb, 2026 |
| Walter Jackson | - | 34,323 | 0 | 18 Feb, 2025 |
| Robert S. Rivkin | - | 28,000 | 0 | 15 Feb, 2024 |
| Gerald Adler | Gc Corporate Secretary | 25,220 | 0 | 20 Feb, 2026 |
| Nick Wellmon | - | 21,000 | 0 | 16 Feb, 2023 |
| Nick Wellmon | - | 21,000 | 0 | 16 Feb, 2023 |
| Jordan Scott Moelis | - | 14,233 | 0 | 09 Apr, 2026 |
| Andrew J Gessow | - | 12,910 | 0 | 09 Apr, 2026 |
| Alethia Nancoo | - | 0 | 568 | 19 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 18 Feb, 2026 | Jordan Scott Moelis | Class A Common Stock | A | 7,910 | $0.00 | 14,233 | D | A |
| 18 Feb, 2026 | Andrew J Gessow | Class A Common Stock | A | 7,910 | $0.00 | 7,910 | D | A |
| 18 Feb, 2026 | Alexander Buffett Rozek | Class A common stock | A | 7,910 | $0.00 | 278,938 | D | A |
| 07 Apr, 2026 | Andrew J Gessow | Class A Common Stock | A | 5,000 | $9.88 | 12,910 | D | A |
| 06 Apr, 2026 | Omaha Corp Boston | Class A common stock, par value $0.001 per share | D | 331,500 | $9.05 | 8,666,163 | D | S |
| 18 Feb, 2026 | Francisco Gonzalez | Class A Common Stock | A | 203,390 | $0.00 | 724,908 | D | A |
| 18 Feb, 2026 | Lysa Leiponis | Class A Common Stock | A | 7,910 | $0.00 | 42,233 | D | A |
| 18 Feb, 2026 | Nick Wellmon | Class A Common Stock | A | 7,910 | $0.00 | 42,233 | D | A |
| 18 Feb, 2026 | Michael Weber Schmitt | Class A Common Stock | A | 33,898 | $0.00 | 86,452 | D | A |
| 18 Feb, 2026 | Alethia Nancoo | Class A Common Stock | A | 7,910 | $0.00 | 43,233 | D | A |
| 18 Feb, 2026 | Tal Keinan | Class A Common Stock | A | 225,989 | $0.00 | 276,291 | D | A |
| 18 Feb, 2026 | Gerald Adler | Class A Common Stock | A | 2,825 | $0.00 | 25,220 | D | A |
| 17 May, 2023 | Francisco Gonzalez | Class A Common Stock | D | 15,320 | $9.58 | 709,588 | D | F |
| 17 May, 2025 | Michael Weber Schmitt | Class A Common Stock | D | 3,011 | $10.12 | 83,441 | D | F |
| 17 May, 2025 | Tal Keinan | Class A Common Stock | D | 6,445 | $9.92 | 269,846 | D | F |
| 18 Feb, 2026 | Tal Keinan | Non-Qualified Stock Option (Right to Buy) | A | 358,744 | $0.00 | 358,744 | D | A |
| 18 Feb, 2026 | Michael Weber Schmitt | Non-Qualified Stock Option (Right to Buy) | A | 62,780 | $0.00 | 62,780 | D | A |
| 18 Feb, 2026 | Francisco Gonzalez | Non-Qualified Stock Option (Right to Buy) | A | 340,807 | $0.00 | 340,807 | D | A |
| 24 Nov, 2025 | Francisco Gonzalez | Class A Common Stock | A | 4,500 | $8.34 | 521,518 | D | A |
| 19 Nov, 2025 | Francisco Gonzalez | Class A Common Stock | A | 2,000 | $8.65 | 506,618 | D | A |