| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| David W. Rowe | EVP Chief Marketing Officer | 2026-04-03 | 1,906 | $3.35 | $6.39kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2026-04-03 | 2,348 | $3.35 | $7.87kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2026-04-03 | 1,528 | $3.35 | $5.12kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2026-04-03 | 4,598 | $3.35 | $15.40kSell |
| David W. Rowe | EVP Chief Marketing Officer | 2026-04-03 | 5,742 | $3.35 | $19.24kSell |
| Seth A. Ravin | President CEO Chairman | 2026-04-03 | 79,643 | $3.35 | $266.80kSell |
| Seth A. Ravin | President CEO Chairman | 2026-04-03 | 31,650 | $3.35 | $106.03kSell |
| Kevin Maddock | EVPChiefRecurringRev.Officer | 2026-04-03 | 5,742 | $3.35 | $19.24kSell |
| David W. Rowe | EVP Chief Marketing Officer | 2026-04-03 | 2,494 | $3.35 | $8.35kSell |
| Michael L. Perica | EVP Chief Financial Officer | 2026-04-03 | 7,050 | $3.35 | $23.62kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Adams Street Partners LLC | 25.71% | 23,565,433 | $83.89M | Institution |
| Seth A. Ravin | 12.32% | 11,288,797 | $40.19M | Insider |
| Gpiac LLC | 6.62% | 6,069,717 | $21.61M | Insider |
| Conifer Management LLC | 6.45% | 5,913,199 | $21.05M | Institution |
| Thomas C. Shay | 5.18% | 4,750,357 | $16.91M | Insider |
| Vanguard Group Inc | 4.91% | 4,496,627 | $16.01M | Institution |
| Brooktree Capital Management | 4.19% | 3,836,703 | $13.66M | Institution |
| Blackrock Inc | 3.73% | 3,415,603 | $12.16M | Institution |
| Acadian Asset Management LLC | 2.73% | 2,500,627 | $8.90M | Institution |
| Pacific Ridge Capital Partners LLC | 2.03% | 1,857,512 | $6.61M | Institution |