| |
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 |
  Majoros Matthew |
Principal Accounting Officer |
2024-03-25 |
15,212 |
|
0 |
| Obrien Shelly |
Chief Legal Officer |
2024-03-11 |
47,804 |
|
0 |
| Crager William |
Chief Executive Officer, Director |
2024-03-11 |
323,040 |
2024-03-11 |
100 |
| Cooper Barry D. |
SVP, Head of Accounting Mgmt. |
2024-03-11 |
35,127 |
2019-02-28 |
0 |
| Lane Wendy E |
Director |
2024-02-29 |
4,991 |
2023-04-18 |
0 |
| Mosley Valerie |
Director |
2024-02-29 |
15,533 |
2018-10-23 |
0 |
| Fox James L |
Director |
2024-02-29 |
37,476 |
2016-02-29 |
0 |
| Aguilar Luis A |
Director |
2024-02-29 |
23,161 |
2016-04-26 |
0 |
| Warren Joshua |
Chief Financial Officer |
2024-02-29 |
13,731 |
2024-02-29 |
0 |
| Crowell Gayle A |
Director |
2024-02-29 |
17,075 |
2024-02-29 |
3,852 |
| Turner Barbara |
Director |
2024-02-29 |
7,168 |
2023-04-18 |
0 |
| Smith Gregory A |
Director |
2024-02-29 |
31,166 |
2015-03-10 |
0 |
| Darrigo Peter |
Chief Financial Officer |
2023-09-11 |
119,040 |
2013-02-28 |
0 |
| Chapin Ross K |
Director |
2023-02-28 |
62,748 |
2010-12-22 |
0 |
| Depina Stuart |
President |
2022-05-27 |
71,421 |
|
0 |
| Arora Anil |
Director |
2021-07-30 |
27,852 |
2021-07-30 |
272 |
| Thomas Brandon |
Chief Investment Officer |
2020-10-21 |
268,701 |
2020-10-21 |
13,938 |
| Mayer Joshua |
Chief Operating Officer |
2020-08-28 |
19,353 |
2020-08-28 |
42 |
| Grinis Scott D |
Chief Technology Officer |
2020-08-28 |
37,220 |
|
0 |
| Roame Charles |
Director |
2020-02-28 |
4,217 |
2020-02-28 |
13,038 |
| Bergman Judson |
Chief Executive Officer, Director |
2019-09-28 |
820,644 |
2018-08-22 |
0 |
| Johnson James |
Director |
2018-02-28 |
7,161 |
2013-10-11 |
0 |
| Egan Cynthia |
Director |
2016-02-29 |
1,950 |
2016-02-29 |
0 |
| Sisteron Yves |
Director |
2015-03-23 |
12,000 |
2015-03-26 |
0 |
| Tennant Charles Floyd |
Chief Operating Officer |
2011-07-28 |
0 |
2011-02-15 |
0 |
| Envestnet Group Inc |
Former 10% Owner |
2010-08-03 |
0 |
2010-07-28 |
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 |
| Koontz Paul G |
Director |
|
0 |
2013-10-11 |
222,229 |
| Asmar Christian |
Director |
|
0 |
2024-03-15 |
4,188,871 |
|
|
1.62 (2.56%) 
