| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gerald L Hassell | - | 12,680 | 0 | 10 Mar, 2026 |
| David C Novak | - | 158,560 | 0 | 09 Mar, 2026 |
| Anand Kini | Cfo And Coo | 415,335 | 0 | 06 Mar, 2026 |
| Mark H Lazarus | Chief Executive Officer | 633,218 | 0 | 06 Mar, 2026 |
| Leonard Potter | - | 15,878 | 0 | 16 Mar, 2026 |
| Maritza Gomez Montiel | - | 2,395 | 0 | 12 Jan, 2026 |
| Michael Aaron Conway | - | 3,728 | 0 | 10 Mar, 2026 |
| Jordan Fasbender | General Counsel Corp. Sec. | 84,128 | 0 | 06 Mar, 2026 |
| David Eun | - | 2,378 | 0 | 12 Jan, 2026 |
| Rebecca Campbell | - | 2,378 | 0 | 12 Jan, 2026 |
| Gregory Michael Wright | Chief Accounting Officer | 27,953 | 0 | 06 Mar, 2026 |
| Creighton Condon | - | 2,378 | 0 | 12 Jan, 2026 |
| William Scott Mahoney | - | 2,378 | 0 | 12 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Apr, 2026 | Gregory Michael Wright | Class A Common Stock | D | 495 | $37.43 | 27,458 | D | F |
| 10 Mar, 2026 | Leonard Potter | Class A Common Stock | A | 3,000 | $37.31 | 5,378 | D | P |
| 11 Mar, 2026 | Leonard Potter | Class A Common Stock | A | 3,000 | $38.34 | 8,378 | D | P |
| 12 Mar, 2026 | Leonard Potter | Class A Common Stock | A | 5,000 | $37.88 | 13,378 | D | P |
| 13 Mar, 2026 | Leonard Potter | Class A Common Stock | A | 2,500 | $37.65 | 15,878 | D | P |
| 09 Mar, 2026 | Gerald L Hassell | Class A Common Stock | A | 10,000 | $36.07 | 12,680 | D | P |
| 09 Mar, 2026 | Michael Aaron Conway | Class A Common Stock | A | 1,350 | $36.14 | 3,728 | D | P |
| 05 Mar, 2026 | David C Novak | Class A Common Stock | A | 143,000 | $36.85 | 158,560 | D | P |
| 05 Mar, 2026 | Gregory Michael Wright | Class A Common Stock | A | 12,238 | - | 27,953 | D | A |
| 05 Mar, 2026 | Anand Kini | Class A Common Stock | A | 108,784 | - | 415,335 | D | A |
| 05 Mar, 2026 | Jordan Fasbender | Class A Common Stock | A | 27,196 | - | 84,128 | D | A |
| 05 Mar, 2026 | Mark H Lazarus | Class A Common Stock | A | 203,971 | - | 633,218 | D | A |
| 09 Jan, 2026 | Mark H Lazarus | Class A Common Stock | A | 287,273 | - | 294,427 | D | A |
| 09 Jan, 2026 | Maritza Gomez Montiel | Class A Common Stock | A | 2,378 | - | 2,395 | D | A |
| 09 Jan, 2026 | Anand Kini | Class A Common Stock | A | 225,153 | - | 225,661 | D | A |
| 09 Jan, 2026 | Michael Aaron Conway | Class A Common Stock | A | 2,378 | - | 2,378 | D | A |
| 09 Jan, 2026 | William Scott Mahoney | Class A Common Stock | A | 2,378 | - | 2,378 | D | A |
| 09 Jan, 2026 | Jordan Fasbender | Class A Common Stock | A | 46,146 | - | 46,146 | D | A |
| 09 Jan, 2026 | Leonard Potter | Class A Common Stock | A | 2,378 | - | 2,378 | D | A |
| 09 Jan, 2026 | Gerald L Hassell | Class A Common Stock | A | 2,378 | - | 2,680 | D | A |