| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| David W. Rowe | CPOCMOEVPGlob.Transformation | 2025-09-22 | 4,868 | $4.65 | $22.63kSell |
| Michael L. Perica | EVP Chief Financial Officer | 2025-09-02 | 100,249 | $4.20 | $420.64kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2025-08-07 | 12,916 | $4.00 | $51.63kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2025-08-07 | 12,916 | $2.47 | $31.90kBuy |
| Nancy Lyskawa | EVP Chief Client Officer | 2025-08-07 | 11,428 | $4.01 | $45.80kSell |
| Kevin Maddock | EVPChiefRecurringRev.Officer | 2025-08-02 | 1,222 | $4.07 | $4.97kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2025-08-02 | 490 | $4.07 | $1.99kSell |
| Seth A. Ravin | President CEO Chairman | 2025-05-06 | 41,790 | $3.29 | $137.28kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2025-05-06 | 4,783 | $3.29 | $15.71kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2025-05-06 | 1,337 | $3.29 | $4.39kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Adams Street Partners LLC | 25.47% | 23,565,433 | $109.34M | Institution |
| Seth A. Ravin | 12.07% | 11,169,847 | $51.83M | Insider |
| Gpiac LLC | 6.56% | 6,069,717 | $28.16M | Insider |
| Conifer Management LLC | 6.39% | 5,913,199 | $27.44M | Institution |
| Thomas C. Shay | 5.13% | 4,750,357 | $22.04M | Insider |
| Vanguard Group Inc | 4.86% | 4,493,176 | $20.85M | Institution |
| Brooktree Capital Management | 4.22% | 3,902,223 | $18.11M | Institution |
| Blackrock Inc | 3.80% | 3,512,731 | $16.30M | Institution |
| Acadian Asset Management LLC | 2.46% | 2,276,657 | $10.56M | Institution |
| Pacific Ridge Capital Partners LLC | 1.87% | 1,731,184 | $8.03M | Institution |