As of April 28, 2026, the three largest insider holders of SOC are Global Icav Pilgrim (TenPercentOwner, 10.93Mn shares), James C Flores (Chairman Ceo, 2.62Mn shares), James Caldwell Flores (Chairman Ceo, 2.62Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Global Icav Pilgrim | - | 10,933,394 | 0 | 17 Oct, 2025 |
| James C Flores | Chairman Ceo | 0 | 2,625,000 | 22 May, 2024 |
| James Caldwell Flores | Chairman Ceo | 0 | 2,625,000 | 22 May, 2024 |
| Christopher Binyon Sarofim | - | 924,653 | 0 | 29 Apr, 2025 |
| Doss R Bourgeois | Evp, Chief Operating Officer | 650,000 | 0 | 22 May, 2024 |
| James C Flores | Chairman Ceo | 0 | 600,000 | 07 Oct, 2024 |
| Global Icav Pilgrim | - | 570,507 | 0 | 02 Jun, 2023 |
| Anthony Duenner | - | 470,919 | 0 | 02 Apr, 2026 |
| Michael E. Dillard | - | 447,500 | 0 | 29 Apr, 2025 |
| Gregory D. Patrinely | Evp, Cfo | 442,794 | 0 | 02 Apr, 2026 |
| James Caldwell Flores | President, Coo | 442,794 | 0 | 02 Apr, 2026 |
| James Caldwell Flores | President | 0 | 417,000 | 11 Oct, 2024 |
| Gregory Phillip Pipkin | - | 118,040 | 0 | 29 Apr, 2025 |
| Anthony Duenner | - | 0 | 50,000 | 24 Oct, 2024 |
| James C Flores | Ceo President | 0 | 7,500 | 08 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Anthony Duenner | Common Stock | D | 279,081 | $16.69 | 470,919 | D | S |
| 31 Mar, 2026 | Gregory D. Patrinely | Common Stock | D | 279,081 | $16.69 | 442,794 | D | S |
| 31 Mar, 2026 | James Caldwell Flores | Common Stock | D | 279,081 | $16.69 | 442,794 | D | S |
| 04 Mar, 2026 | Gregory D. Patrinely | 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 |
| 04 Mar, 2026 | James Caldwell Flores | 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 | 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 |
| 25 Apr, 2025 | Gregory Phillip Pipkin | Common Stock | A | 25,000 | $0.00 | 118,040 | D | A |
| 25 Apr, 2025 | Doss R Bourgeois | Restricted Stock Units | A | 750,000 | $0.00 | 750,000 | D | A |
| 25 Apr, 2025 | Anthony Duenner | Restricted Stock Units | A | 750,000 | $0.00 | 750,000 | D | A |
| 25 Apr, 2025 | James Caldwell Flores | Restricted Stock Units | A | 750,000 | $0.00 | 750,000 | D | A |
| 25 Apr, 2025 | James C Flores | Restricted Stock Units | A | 3,500,000 | $0.00 | 3,500,000 | D | A |
| 25 Apr, 2025 | Gregory D. Patrinely | Restricted Stock Units | A | 750,000 | $0.00 | 750,000 | D | A |
| 25 Apr, 2025 | Michael E. Dillard | Common Stock | A | 25,000 | $0.00 | 447,500 | D | A |
| 25 Apr, 2025 | Christopher Binyon Sarofim | Common Stock | A | 25,000 | $0.00 | 924,653 | D | A |
| 17 Apr, 2025 | Global Icav Pilgrim | Common Stock, par value $0.0001 per share | D | 143,806 | $25.37 | 10,100,569 | D | S |
| 01 Nov, 2024 | Gregory Phillip Pipkin | Common Stock | A | 7,500 | $11.50 | 93,040 | D | X |
| 01 Nov, 2024 | Gregory Phillip Pipkin | Warrants | D | 7,500 | $11.50 | 77,500 | D | X |