| |
Company
Roster
|
|
Total
Insiders : |
36 |
|
|
|
Total
Direct Shares :
|
16,576,424 |
|
|
Total
Indirect Shares :
|
20,261,169 |
| |
%
Held by Insiders:
|
29.6% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  French River 5 Ltd |
10% Owner |
2025-03-31 |
7 |
|
0 |
| Delgado-Moreira Juan |
Co-Chief Executive Officer, Director, 10% Owner |
2025-03-14 |
1,298,847 |
2025-03-14 |
21,975 |
| Hirsch Erik R. |
Co-Chief Executive Officer, Director, 10% Owner |
2025-03-14 |
1,230,056 |
2017-03-28 |
1,417,861 |
| Armbrister Jeffrey Brian |
Chief Financial Officer |
2025-03-14 |
11,832 |
|
0 |
| Anigati Andrea |
Chief Operating Officer, 10% Owner |
2025-03-14 |
200,008 |
2025-03-14 |
17,913 |
| Carl Drew Thomas |
Chief Accounting Officer |
2025-03-14 |
1,217 |
|
0 |
| Gavalis Lydia |
General Counsel & Secretary |
2025-03-14 |
33,438 |
|
0 |
| Whittemore Edward B. |
10% Owner |
2025-02-12 |
105,000 |
2019-09-12 |
0 |
| 2008 Sexton Des. Trust Fbo Matthew Sexton |
10% Owner |
2025-02-12 |
3,521 |
2025-02-12 |
308,647 |
| Schmertzler Michael |
10% Owner |
2025-02-12 |
625,005 |
2019-09-12 |
852,005 |
| Rogers Hartley R. |
Executive Co-Chairman, Director, 10% Owner |
2025-02-12 |
0 |
2025-02-12 |
6,760,922 |
| Hrhla, Llc |
10% Owner |
2025-02-12 |
8,448,912 |
2025-02-12 |
6,760,922 |
| Giannini Kyera |
10% Owner |
2025-02-12 |
213,648 |
2019-09-12 |
0 |
| Whittemore Laurence |
10% Owner |
2025-02-12 |
91,880 |
2018-03-05 |
0 |
| Giannini Nicole |
10% Owner |
2025-02-12 |
213,648 |
2019-09-12 |
0 |
| Giannini Mario L |
Executive Co-Chairman, Director, 10% Owner |
2025-02-12 |
96,498 |
2025-02-12 |
1,312,331 |
| Varon Leslie F |
Director |
2024-09-16 |
8,992 |
2017-11-09 |
0 |
| Sexton O Griffith |
Director, 10% Owner |
2024-09-16 |
3,521 |
2024-09-16 |
649,880 |
| Rysaffe Trustee Co (ci) Ltd |
10% Owner |
2024-03-07 |
480,022 |
2017-03-06 |
7 |
| Varma Atul |
Senior Advisor |
2024-01-31 |
6,936 |
2020-03-14 |
0 |
| Graves Reynoldo Vann |
Director |
2023-09-16 |
1,348 |
2023-09-16 |
10 |
| Donohue Michael J. |
Managing Director & Controller, 10% Owner |
2023-04-14 |
56,164 |
2017-03-28 |
26,819 |
| 2008 Sexton Des. Trust Fbo Laura Sexton |
10% Owner |
2021-09-10 |
379,091 |
2018-03-05 |
0 |
| Lucey Kevin J. |
Chief Operating Officer, 10% Owner |
2021-06-17 |
206,908 |
2021-06-17 |
58,010 |
| Stilman Randy M. |
Managing Director, Finance, 10% Owner |
2020-03-14 |
387,140 |
2017-03-14 |
598,009 |
| Blackburn Tara |
10% Owner |
2019-11-22 |
206,061 |
2019-11-22 |
250 |
| Kelly Michael John |
10% Owner |
2019-06-05 |
41,303 |
2017-03-28 |
82,605 |
| Yett Paul R. |
10% Owner |
2019-03-14 |
576,253 |
2017-03-28 |
564,331 |
| Brennan Stephen R. |
10% Owner |
2019-03-14 |
185,158 |
2017-03-28 |
141,917 |
| Meeker Jeff |
10% Owner |
2019-03-14 |
299,479 |
2017-03-14 |
267,986 |
| Helgerson David |
10% Owner |
2019-03-14 |
177,215 |
2017-03-28 |
154,049 |
| Kerr Thomas J. |
10% Owner |
2019-03-14 |
222,403 |
2017-03-28 |
187,436 |
| Maniaci Joseph G. |
10% Owner |
2018-09-17 |
727,296 |
2018-09-17 |
0 |
| Berkman David J |
Director |
2017-05-26 |
25,000 |
|
0 |
| Cleveland Robert |
General Counsel and Secretary |
2017-03-06 |
12,517 |
2017-03-06 |
77,284 |
| Hamilton Lane Advisors Llc |
10% Owner |
2017-02-28 |
100 |
|
0 |
|
2.02 (1.4%) 
