As of June 18, 2026, the three largest insider holders of STEP are James Lim (TenPercentOwner, 6.21Mn shares), Robert Waldo (TenPercentOwner, 5.02Mn shares), Private Equity, Llc Arg (TenPercentOwner, 3.66Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David F Hoffmeister | - | 13,934 | 0 | 10 Sep, 2025 |
| James Lim | - | 0 | 6,208,351 | 20 Feb, 2024 |
| Private Equity, Llc Arg | - | 3,662,708 | 0 | 19 Nov, 2021 |
| Steven R Mitchell | - | 12,793 | 0 | 25 Feb, 2026 |
| Robert Waldo | - | 5,018,044 | 0 | 27 Oct, 2021 |
| Energy, Inc. Sanford | - | 3,330,328 | 0 | 04 Dec, 2024 |
| Scott W Hart | Chief Executive Officer | 0 | 3,061,782 | 04 Dec, 2024 |
| Thomas Keck | - | 0 | 3,147,166 | 04 Oct, 2021 |
| Johnny D Randel | Chief Financial Officer | 1,126,593 | 0 | 22 Nov, 2021 |
| Jose A Fernandez | Co Chief Operating Officer | 0 | 3,016,601 | 02 Apr, 2026 |
| Monte M Brem | - | 0 | 2,276,888 | 13 Sep, 2024 |
| Anne L Raymond | - | 27,237 | 0 | 10 Sep, 2025 |
| Jason P Ment | - | 1,128,249 | 0 | 04 Jun, 2024 |
| David Y Park | Chief Financial Officer | 50,705 | 0 | 02 Apr, 2026 |
| Michael I Mccabe | Head Of Strategy | 1,906,142 | 937,416 | 04 Dec, 2024 |
| Valerie Gay Brown | - | 6,717 | 0 | 10 Sep, 2025 |
| Anthony Keathley | Chief Accounting Officer | 3,540 | 0 | 17 Mar, 2026 |
* 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 | Jose A Fernandez | Class A Common Stock | A | 200,000 | - | 200,000 | I | C |
| 31 Mar, 2026 | David Y Park | Class A Common Stock | A | 64 | - | 50,705 | D | A |
| 31 Mar, 2026 | Jose A Fernandez | Class B Common Stock | D | 200,000 | $0.00 | 3,016,601 | I | D |
| 31 Mar, 2026 | Jose A Fernandez | Class B Units | D | 200,000 | - | 3,016,601 | I | C |
| 13 Mar, 2026 | Jose A Fernandez | Class A Common Stock | A | 7,152 | - | 18,828 | D | A |
| 13 Mar, 2026 | Scott W Hart | Class A Common Stock | A | 27,722 | - | 78,605 | D | A |
| 13 Mar, 2026 | Thomas Keck | Class A Common Stock | A | 7,152 | - | 21,118 | D | A |
| 13 Mar, 2026 | Michael I Mccabe | Class A Common Stock | A | 7,152 | - | 313,178 | D | A |
| 13 Mar, 2026 | David Y Park | Class A Common Stock | A | 9,814 | - | 28,463 | D | A |
| 13 Mar, 2026 | Jason P Ment | Class A Common Stock | A | 15,525 | - | 49,680 | D | A |
| 13 Mar, 2026 | Anthony Keathley | Class A Common Stock | A | 1,612 | - | 3,540 | D | A |
| 13 Mar, 2026 | David Y Park | Class A Common Stock | A | 22,178 | - | 50,641 | D | A |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 1,200 | $44.65 | 1,200 | D | P |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 86 | $44.33 | 1,286 | D | P |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 11,507 | $44.18 | 12,793 | D | P |
| 14 Feb, 2026 | David Y Park | Class A Common Stock | D | 3,480 | $56.76 | 18,649 | D | F |
| 14 Feb, 2026 | Anthony Keathley | Class A Common Stock | D | 296 | $56.76 | 1,928 | D | F |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 4,616 | $71.99 | 5,384 | I | S |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 5,384 | $72.97 | 0 | I | S |
| 26 Dec, 2025 | Scott W Hart | Class A Common Stock | D | 10,000 | $66.17 | 10,000 | I | S |