|
Company
Roster
|
Total
Insiders : |
30 |
|
|
Total
Direct Shares :
|
9,055,442 |
|
Total
Indirect Shares :
|
7,143,996 |
|
%
Held by Insiders:
|
14.43% |
|
|
|
Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Aguilar Luis A |
Director |
2024-02-29 |
23,161 |
2016-04-26 |
0 |
Arora Anil |
Director |
2021-07-30 |
27,852 |
2021-07-30 |
272 |
Asmar Christian |
Director |
|
0 |
2024-03-15 |
4,188,871 |
Bergman Judson |
Chief Executive Officer, Director |
2019-09-28 |
820,644 |
2018-08-22 |
0 |
Chapin Ross K |
Director |
2023-02-28 |
62,748 |
2010-12-22 |
0 |
Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
2024-03-11 |
35,127 |
2019-02-28 |
0 |
Crager William |
Chief Executive Officer, Director |
2024-03-11 |
323,040 |
2024-03-11 |
100 |
Crowell Gayle A |
Director |
2024-02-29 |
17,075 |
2024-02-29 |
3,852 |
Darrigo Peter |
Chief Financial Officer |
2023-09-11 |
119,040 |
2013-02-28 |
0 |
Depina Stuart |
President |
2022-05-27 |
71,421 |
|
0 |
Egan Cynthia |
Director |
2016-02-29 |
1,950 |
2016-02-29 |
0 |
Envestnet Group Inc |
Former 10% Owner |
2010-08-03 |
0 |
2010-07-28 |
0 |
Fox James L |
Director |
2024-02-29 |
37,476 |
2016-02-29 |
0 |
Grinis Scott D |
Chief Technology Officer |
2020-08-28 |
37,220 |
|
0 |
Grpvc, L.p. |
10% Owner |
2010-08-03 |
6,903,651 |
2013-10-11 |
2,701,654 |
Hawn Gates Helms |
Director |
2010-07-28 |
128,000 |
|
0 |
Johnson James |
Director |
2018-02-28 |
7,161 |
2013-10-11 |
0 |
Koontz Paul G |
Director |
|
0 |
2013-10-11 |
222,229 |
Lane Wendy E |
Director |
2024-02-29 |
4,991 |
2023-04-18 |
0 |
Majoros Matthew |
Principal Accounting Officer |
2024-03-25 |
15,212 |
|
0 |
Mayer Joshua |
Chief Operating Officer |
2020-08-28 |
19,353 |
2020-08-28 |
42 |
Mosley Valerie |
Director |
2024-02-29 |
15,533 |
2018-10-23 |
0 |
Obrien Shelly |
Chief Legal Officer |
2024-03-11 |
47,804 |
|
0 |
Roame Charles |
Director |
2020-02-28 |
4,217 |
2020-02-28 |
13,038 |
Sisteron Yves |
Director |
2015-03-23 |
12,000 |
2015-03-26 |
0 |
Smith Gregory A |
Director |
2024-02-29 |
31,166 |
2015-03-10 |
0 |
Tennant Charles Floyd |
Chief Operating Officer |
2011-07-28 |
0 |
2011-02-15 |
0 |
Thomas Brandon |
Chief Investment Officer |
2020-10-21 |
268,701 |
2020-10-21 |
13,938 |
Turner Barbara |
Director |
2024-02-29 |
7,168 |
2023-04-18 |
0 |
Warren Joshua |
Chief Financial Officer |
2024-02-29 |
13,731 |
2024-02-29 |
0 |
|
|