| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Nick W Jr Evans | - | 37,117 | 0 | 13 Jan, 2022 |
| W Keith Iii Maxwell | Chief Executive Officer | 0 | 3,323,329 | 17 Jun, 2024 |
| Barbara Clay | Acting General Counsel And Sec | 4,960 | 0 | 22 May, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Jun, 2024 | Kenneth Michael Hartwick | Class A Common Stock | D | 16,629 | $11.00 | 0 | D | D |
| 13 Jun, 2024 | Mike Barajas | Class A Common Stock | D | 8,751 | $11.00 | 0 | D | D |
| 13 Jun, 2024 | Paul Konikowski | Class A Common Stock | D | 5,447 | $11.00 | 0 | D | D |
| 13 Jun, 2024 | Amanda Bush | Class A Common Stock | D | 7,120 | $11.00 | 0 | D | D |
| 13 Jun, 2024 | W Keith Iii Maxwell | Class A Common Stock | A | 2,533,205 | - | 3,323,329 | I | D |
| 13 Jun, 2024 | W Keith Iii Maxwell | Restricted Stock Unit | D | 9,317 | $0.00 | 0 | D | D |
| 13 Jun, 2024 | Paul Konikowski | Restricted Stock Unit | D | 12,920 | $11.00 | 0 | D | D |
| 13 Jun, 2024 | Mike Barajas | Restricted Stock Unit | D | 14,417 | $11.00 | 0 | D | D |
| 18 May, 2024 | Amanda Bush | Class A Common Stock | A | 2,936 | $0.00 | 7,120 | D | M |
| 18 May, 2024 | Mike Barajas | Class A Common Stock | A | 6,529 | $0.00 | 11,000 | D | M |
| 18 May, 2024 | Paul Konikowski | Class A Common Stock | A | 5,260 | $0.00 | 7,363 | D | M |
| 18 May, 2024 | W Keith Iii Maxwell | Class A Common Stock | A | 9,318 | $0.00 | 758,066 | D | M |
| 18 May, 2024 | Kenneth Michael Hartwick | Class A Common Stock | A | 2,936 | $0.00 | 16,629 | D | M |
| 18 May, 2024 | W Keith Iii Maxwell | Class A Common Stock | D | 3,716 | $10.96 | 754,350 | D | F |
| 18 May, 2024 | Kenneth Michael Hartwick | Restricted Stock Unit | D | 2,936 | $0.00 | 0 | D | M |
| 18 May, 2024 | Paul Konikowski | Class A Common Stock | D | 1,916 | $10.96 | 5,447 | D | F |
| 18 May, 2024 | Mike Barajas | Class A Common Stock | D | 2,249 | $10.96 | 8,751 | D | F |
| 18 May, 2024 | Amanda Bush | Restricted Stock Unit | D | 2,936 | $0.00 | 0 | D | M |
| 18 May, 2024 | Mike Barajas | Restricted Stock Unit | D | 6,529 | $0.00 | 14,417 | D | M |
| 18 May, 2024 | W Keith Iii Maxwell | Class A Common Stock | A | 59,454 | $0.00 | 813,804 | D | M |