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Financials
Financials
Forecast
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Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Individuals & Insiders
52.37%
Public and others
42.00%
Institutions
5.63%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Ann Sastry
Chairperson, President & CEO
23.89%
1.40M
4.74%
+522.65K
05/01/2026
George Parmer
Independent Director
18.02%
1.05M
10.96%
+731.71K
05/01/2026
M. Tompkins
2.91%
170.26K
0.81%
+0
11/26/2024
Focus Partners Wealth, LLC
2.84%
166.02K
0.81%
-500.00
03/31/2026
Gilbert Omenn
Independent Director
2.46%
143.70K
0.28%
+44.32K
03/07/2026
John Losh
Independent Director
2.36%
138.20K
0.34%
+45.63K
03/07/2026
Barbie Brewer
Independent Director
2.32%
135.98K
0.30%
+43.41K
03/07/2026
Geode Capital Management, LLC
0.92%
53.58K
0.20%
+21.09K
03/31/2026
State Street Global Advisors, Inc.
0.54%
31.60K
0.15%
+0
03/31/2026
Vanguard Capital Management, LLC
0.52%
30.20K
--
+30.20K
03/31/2026
Vanguard Fiduciary Trust Company
0.24%
13.76K
--
+0
03/31/2026
XTX Markets Limited
0.17%
10.15K
--
+10.15K
03/31/2026
Osaic Wealth, Inc.
0.17%
10.00K
0.05%
+0
03/31/2026
Richard Ogawa
Former Director
0.16%
9.64K
0.05%
+0
11/26/2024
JPMorgan Chase & Co.
0.10%
5.90K
0.03%
+0
03/31/2026
Kalie Wortinger
Senior Manager of Engineering
0.09%
5.33K
0.03%
+0
10/27/2025
Anthony Barkett
Former Independent Director
0.09%
5.17K
0.02%
+0
11/26/2024
Brandon Owens
Former Vice President of Sales
0.06%
3.75K
0.02%
+0
10/27/2025
FMR LLC
0.06%
3.61K
0.02%
+0
04/30/2026
UBS Asset Management AG
0.05%
2.68K
0.05%
+2.68K
03/31/2026