| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| 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 |
| Kevin Maddock | EVPChiefRecurringRev.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 |
| Michael L. Perica | EVP Chief Financial Officer | 2026-04-03 | 21,280 | $3.35 | $71.29kSell |
| David W. Rowe | EVP Chief Marketing Officer | 2026-04-03 | 2,494 | $3.35 | $8.35kSell |
| Kevin Maddock | EVPChiefRecurringRev.Officer | 2026-04-03 | 1,906 | $3.35 | $6.39kSell |
| David W. Rowe | EVP Chief Marketing Officer | 2026-04-03 | 1,906 | $3.35 | $6.39kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Adams Street Partners LLC | 25.46% | 23,565,433 | $95.44M | Institution |
| Seth A. Ravin | 12.20% | 11,288,797 | $45.72M | Insider |
| Gpiac LLC | 6.56% | 6,069,717 | $24.58M | Insider |
| Conifer Management LLC | 6.39% | 5,913,199 | $23.95M | Institution |
| Thomas C. Shay | 5.13% | 4,750,357 | $19.24M | Insider |
| Vanguard Group Inc | 4.86% | 4,496,627 | $18.21M | Institution |
| Brooktree Capital Management | 4.15% | 3,836,703 | $15.54M | Institution |
| Blackrock Inc | 3.69% | 3,415,603 | $13.83M | Institution |
| Acadian Asset Management LLC | 2.70% | 2,500,627 | $10.13M | Institution |
| Pacific Ridge Capital Partners LLC | 2.01% | 1,857,512 | $7.52M | Institution |