As of August 04, 2026, the three largest insider holders of SOC are Global Icav Pilgrim (TenPercentOwner, 10.93Mn shares), James Caldwell Flores (Chairman Ceo, 2.62Mn shares), James C Flores (Chairman Ceo, 2.62Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James C Flores | Chairman Ceo | 0 | 2,625,000 | 22 May, 2024 |
| Gregory Phillip Pipkin | - | 118,040 | 0 | 29 Apr, 2025 |
| Doss R Bourgeois | Evp, Chief Operating Officer | 650,000 | 0 | 22 May, 2024 |
| Christopher Binyon Sarofim | - | 924,653 | 0 | 29 Apr, 2025 |
| Global Icav Pilgrim | - | 10,933,394 | 0 | 17 Oct, 2025 |
| Gregory D. Patrinely | Evp, Cfo | 442,794 | 0 | 02 Apr, 2026 |
| Michael E. Dillard | - | 447,500 | 0 | 29 Apr, 2025 |
| Anthony Duenner | - | 470,919 | 0 | 02 Apr, 2026 |
| James Caldwell Flores | Chairman Ceo | 0 | 2,625,000 | 22 May, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | James Caldwell Flores | Common Stock | D | 279,081 | $16.69 | 442,794 | D | S |
| 31 Mar, 2026 | Gregory D. Patrinely | Common Stock | D | 279,081 | $16.69 | 442,794 | D | S |
| 31 Mar, 2026 | Anthony Duenner | Common Stock | D | 279,081 | $16.69 | 470,919 | D | S |
| 04 Mar, 2026 | Gregory D. Patrinely | Restricted Stock Units | A | 250,000 | $0.00 | 1,000,000 | D | A |
| 04 Mar, 2026 | James Caldwell Flores | Restricted Stock Units | A | 250,000 | $0.00 | 1,000,000 | D | A |
| 04 Mar, 2026 | Anthony Duenner | Restricted Stock Units | A | 250,000 | $0.00 | 1,000,000 | D | A |
| 15 Oct, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | A | 563,886 | $14.74 | 10,514,635 | D | P |
| 15 Oct, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | A | 563,886 | $14.74 | 10,514,635 | D | P |
| 15 Oct, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | A | 563,886 | $14.74 | 10,514,635 | D | P |
| 15 Oct, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | A | 418,759 | $15.44 | 10,933,394 | D | P |
| 15 Oct, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | A | 418,759 | $15.44 | 10,933,394 | D | P |
| 15 Oct, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | A | 418,759 | $15.44 | 10,933,394 | D | P |
| 18 Jul, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | D | 167,175 | $21.98 | 9,933,394 | D | S |
| 18 Jul, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | D | 167,175 | $21.98 | 9,933,394 | D | S |
| 18 Jul, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | D | 167,175 | $21.98 | 9,933,394 | D | S |
| 25 Apr, 2025 | Gregory D. Patrinely | Restricted Stock Units | A | 750,000 | $0.00 | 750,000 | D | A |
| 25 Apr, 2025 | Christopher Binyon Sarofim | Common Stock | A | 25,000 | $0.00 | 924,653 | D | A |
| 25 Apr, 2025 | Michael E. Dillard | Common Stock | A | 25,000 | $0.00 | 447,500 | D | A |
| 25 Apr, 2025 | Doss R Bourgeois | Restricted Stock Units | A | 750,000 | $0.00 | 750,000 | D | A |
| 25 Apr, 2025 | Christopher Binyon Sarofim | Common Stock | A | 25,000 | $0.00 | 924,653 | D | A |