| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| David W. Rowe | EVP Chief Marketing Officer | 2026-03-09 | 148 | $3.50 | $517.26Sell |
| Steven Hershkowitz | EVP Chief Revenue Officer | 2026-03-04 | 3,485 | $3.64 | $12.70kSell |
| Nancy Lyskawa | EVP Chief Client Officer | 2026-03-04 | 3,371 | $3.64 | $12.28kSell |
| Steven Hershkowitz | EVP Chief Revenue Officer | 2026-03-04 | 1,708 | $3.64 | $6.22kSell |
| David W. Rowe | EVP Chief Marketing Officer | 2026-03-04 | 2,371 | $3.64 | $8.64kSell |
| David W. Rowe | EVP Chief Marketing Officer | 2026-03-04 | 4,838 | $3.64 | $17.62kSell |
| Michael L. Perica | EVP Chief Financial Officer | 2026-03-04 | 16,335 | $3.64 | $59.51kSell |
| Kevin Maddock | EVPChiefRecurringRev.Officer | 2026-03-04 | 2,371 | $3.64 | $8.64kSell |
| Kevin Maddock | EVPChiefRecurringRev.Officer | 2026-03-04 | 4,838 | $3.64 | $17.62kSell |
| Michael L. Perica | EVP Chief Financial Officer | 2026-03-04 | 8,544 | $3.64 | $31.13kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Adams Street Partners LLC | 25.71% | 23,565,433 | $77.53M | Institution |
| Seth A. Ravin | 12.14% | 11,131,635 | $36.62M | Insider |
| Gpiac LLC | 6.62% | 6,069,717 | $19.97M | Insider |
| Conifer Management LLC | 6.45% | 5,913,199 | $19.45M | Institution |
| Thomas C. Shay | 5.18% | 4,750,357 | $15.63M | Insider |
| Vanguard Group Inc | 4.91% | 4,496,627 | $14.79M | Institution |
| Brooktree Capital Management | 4.19% | 3,836,703 | $12.62M | Institution |
| Blackrock Inc | 3.73% | 3,415,603 | $11.24M | Institution |
| Acadian Asset Management LLC | 2.73% | 2,500,627 | $8.23M | Institution |
| Pacific Ridge Capital Partners LLC | 2.03% | 1,857,512 | $6.11M | Institution |