| |
Company
Roster
|
|
Total
Insiders : |
42 |
|
|
|
Total
Direct Shares :
|
4,246,007 |
|
|
Total
Indirect Shares :
|
13,001,359 |
| |
%
Held by Insiders:
|
16.25% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  Jones Robyn Mary Elizabeth |
Member of 10% owner group, Director, 10% Owner |
2024-02-29 |
685,539 |
2024-02-29 |
1,766,355 |
| Cruzado Waded |
Director |
2024-02-28 |
343 |
2022-08-30 |
0 |
| Miller Mark |
President and COO, Director |
2024-02-26 |
20,000 |
|
0 |
| Oconnor John Terry |
General Counsel |
2024-02-26 |
1,000 |
2024-02-26 |
0 |
| Jones Mark E. Jr. |
Chief Financial Officer, Member of 10% owner group, 10% Owne |
2024-02-26 |
1,332 |
2022-11-11 |
82,005 |
| Coleman Desiree |
Member of 10% owner group, 10% Owner |
2024-02-09 |
0 |
2019-10-25 |
0 |
| Langston Lindy |
Member of 10% owner group, 10% Owner |
2023-11-30 |
215,079 |
2023-09-01 |
90,270 |
| Langston Patrick Ryan |
Chief Legal Officer, Member of 10% owner group, 10% Owner |
2023-11-30 |
5,005 |
2018-05-01 |
0 |
| Jones Serena |
Member of 10% owner group, 10% Owner |
2023-11-27 |
370,442 |
2023-11-27 |
161,094 |
| Jones Adrienne |
Member of 10% owner group, 10% Owner |
2023-11-27 |
338,027 |
2023-11-27 |
63,530 |
| Romney Lanni |
Member of 10% owner group, 10% Owner |
2023-11-22 |
0 |
2023-11-22 |
73,704 |
| Jones Mark Evan |
CEO, Member of 10% owner group, Director, 10% Owner |
2023-11-20 |
371,900 |
2023-11-20 |
9,676,847 |
| Peterson Camille |
Member of 10% owner group, 10% Owner |
2023-11-15 |
0 |
2018-11-26 |
0 |
| Slj 2023 Grantor Retained Annuity Trust |
10% Owner |
2023-06-26 |
161,094 |
2023-06-26 |
340,340 |
| Slj Dynasty Trust |
Member of 10% owner group, 10% Owner |
2023-04-24 |
645,728 |
2023-04-24 |
179,246 |
| Colby Michael C. |
President and COO |
2022-03-01 |
22,631 |
2022-03-01 |
51,039 |
| Chick & The Bear Irrevocable Trust |
10% Owner |
2021-12-21 |
78,530 |
|
0 |
| Colby Mark S. |
CFO |
2021-09-30 |
0 |
2018-05-01 |
0 |
| Reid James |
Director |
2021-08-06 |
0 |
|
0 |
| Moxley Michael Patrick |
VP of Service Delivery |
2021-05-28 |
37,137 |
2018-05-01 |
0 |
| Burks Drew |
Chief Information Officer |
2021-05-28 |
39 |
2018-08-10 |
0 |
| Colby 2014 Family Trust |
10% Owner |
2021-05-21 |
755,134 |
2020-11-06 |
0 |
| Mark & Robyn Jones Descendants Trust 2014 |
CEO, Member of 10% owner group, Director, 10% Owner |
2021-05-19 |
0 |
2018-11-13 |
0 |
| Burbank-Ach Amber |
Member of 10% owner group, 10% Owner |
2021-05-10 |
9,712 |
2021-05-10 |
0 |
| Cp Descendants Trust |
10% Owner |
2021-03-08 |
101,351 |
|
0 |
| Nathan Romney 2021 Family Trust |
10% Owner |
2021-03-08 |
82,500 |
|
0 |
| Jones 2020 Irrevocable Trust |
10% Owner |
2021-03-08 |
82,005 |
|
0 |
| Romney Nathan Scott |
10% Owner |
2021-03-08 |
5 |
|
0 |
| Ryan Langston 2021 Family Trust |
10% Owner |
2021-03-08 |
82,500 |
|
0 |
| Lindy Langston Spousal Lifetime Access Trust |
10% Owner |
2021-02-24 |
90,270 |
|
0 |
| Lanni Romney Spousal Lifetime Access Trust |
10% Owner |
2021-02-24 |
88,704 |
|
0 |
| Olsen Ted |
Managing Director |
2021-01-04 |
0 |
2020-11-03 |
0 |
| Delavan Gary |
VP of Corporate Sales |
2021-01-04 |
0 |
2018-11-16 |
921 |
| Lane Peter R. |
Director |
2020-11-05 |
0 |
2020-08-20 |
0 |
| Preston Michael Colby 2014 Trust |
10% Owner |
2020-11-03 |
0 |
2020-11-03 |
0 |
| Colby Matthew |
Vice President of Agency Sales |
2020-11-03 |
0 |
2018-11-28 |
0 |
| Lyla Kate Colby 2014 Trust |
10% Owner |
2020-11-03 |
0 |
|
0 |
| Lanni Elaine Romney Family Trust 2014 |
Member of 10% owner group, 10% Owner |
2020-05-06 |
0 |
2020-05-06 |
0 |
| Camille Lavaun Peterson Family Trust 2014 |
Member of 10% owner group, 10% Owner |
2020-05-06 |
0 |
2020-05-06 |
0 |
| Desiree Robyn Coleman Family Trust 2014 |
Member of 10% owner group, 10% Owner |
2020-05-06 |
0 |
2020-05-06 |
0 |
| Mcconnon Thomas |
Director |
|
0 |
2023-03-01 |
516,008 |
| Bailey Megan |
|
|
0 |
|
0 |
|
2.34 (4.4%) 
