| |
Company
Roster
|
|
Total
Insiders : |
35 |
|
|
|
Total
Direct Shares :
|
17,136,674 |
|
|
Total
Indirect Shares :
|
21,630,306 |
| |
%
Held by Insiders:
|
46.08% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  Gavalis Lydia |
General Counsel & Secretary |
2024-03-14 |
32,840 |
|
0 |
| Hirsch Erik R. |
Co-Chief Executive Officer, Director, 10% Owner |
2024-03-14 |
1,197,441 |
2017-03-28 |
1,417,861 |
| Anigati Andrea |
Chief Operating Officer, 10% Owner |
2024-03-14 |
191,291 |
2024-03-14 |
17,913 |
| Rogers Hartley R. |
Executive Co-Chairman, Director, 10% Owner |
2024-03-14 |
10,255 |
2024-03-14 |
6,900,667 |
| Delgado-Moreira Juan |
Co-Chief Executive Officer, Director, 10% Owner |
2024-03-14 |
1,264,816 |
2024-03-14 |
21,450 |
| Carl Drew Thomas |
Chief Accounting Officer |
2024-03-14 |
748 |
|
0 |
| Armbrister Jeffrey Brian |
Chief Financial Officer |
2024-03-14 |
7,034 |
|
0 |
| 2008 Sexton Des. Trust Fbo Matthew Sexton |
10% Owner |
2024-03-07 |
19,598 |
2024-03-07 |
316,233 |
| Rysaffe Trustee Co (ci) Ltd |
10% Owner |
2024-03-07 |
480,022 |
2017-03-06 |
7 |
| Whittemore Edward B. |
10% Owner |
2024-03-07 |
120,000 |
2019-09-12 |
0 |
| Hrhla, Llc |
10% Owner |
2024-03-07 |
8,818,657 |
2024-03-07 |
6,900,667 |
| Giannini Nicole |
10% Owner |
2024-03-07 |
238,648 |
2019-09-12 |
0 |
| Giannini Kyera |
10% Owner |
2024-03-07 |
238,648 |
2019-09-12 |
0 |
| Giannini Mario L |
Executive Co-Chairman, Director, 10% Owner |
2024-03-07 |
96,498 |
2024-03-07 |
2,312,331 |
| Varma Atul |
Senior Advisor |
2024-01-31 |
6,936 |
2020-03-14 |
0 |
| Sexton O Griffith |
Director, 10% Owner |
2023-09-16 |
19,598 |
2023-09-16 |
732,466 |
| Graves Reynoldo Vann |
Director |
2023-09-16 |
1,348 |
2023-09-16 |
10 |
| Varon Leslie F |
Director |
2023-09-16 |
8,323 |
2017-11-09 |
0 |
| 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 |
| Schmertzler Michael |
10% Owner |
2021-03-04 |
725,005 |
2019-09-12 |
852,005 |
| Whittemore Laurence |
10% Owner |
2020-06-05 |
156,880 |
2018-03-05 |
0 |
| 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 |
| Brennan Stephen R. |
10% Owner |
2019-03-14 |
185,158 |
2017-03-28 |
141,917 |
| Yett Paul R. |
10% Owner |
2019-03-14 |
576,253 |
2017-03-28 |
564,331 |
| 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 |
|
0.31 (0.27%) 
