XNYS 05 May, 2026 4:00 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| Price Lowenstein | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 3,361 | 3,361 | - | 0 | Common Stock | |
| Ava Schnidman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 3,361 | 5,380 | - | 0 | Common Stock | |
| David Holman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 3,361 | 5,716 | - | 0 | Common Stock | |
| Fabian J. Fondriest | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 6,722 | 49,818 | - | 0 | Common Stock | |
| Angela Brock-Kyle | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 6,722 | 43,495 | - | 0 | Common Stock | |
| Tom Baker | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 3,361 | 10,085 | - | 0 | Common Stock | |
| David T. Foy | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 3,361 | 10,085 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 1,540 | 2,681 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 7,700 | 952,150 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 1,540 | 2,681 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 1,540 | 2,681 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 1,540 | 2,681 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 1,540 | 2,681 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 120,000 | 832,150 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2026 | 120,000 | 120,000 | - | 0 | Common Stock | |
| Shirley Yap | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2026 | 9,826 | 84,082 | - | 0 | Common Stock | |
| David J. Newman | Chief Underwriting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2026 | 23,488 | 298,638 | - | 0 | Common Stock | |
| David J. Newman | Chief Underwriting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.90 per share. | 19 Feb 2026 | 1,443 | 297,195 | - | 24.9 | 35,931 | Common Stock |
| Stephen J. Sills | Director, CEO and President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2026 | 90,703 | 876,703 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2026 | 88,566 | 965,269 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.90 per share. | 19 Feb 2026 | 5,419 | 959,850 | - | 24.9 | 134,933 | Common Stock |
| Brad Mulcahey | CFO and Treasurer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2026 | 25,145 | 137,601 | - | 0 | Common Stock | |
| Brad Mulcahey | CFO and Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.90 per share. | 19 Feb 2026 | 1,274 | 136,327 | - | 24.9 | 31,723 | Common Stock |
| Shirley Yap | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.90 per share. | 19 Feb 2026 | 524 | 83,558 | - | 24.9 | 13,048 | Common Stock |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Nov 2025 | 75,000 | 786,000 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Nov 2025 | 75,000 | 75,000 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Aug 2025 | 163,185 | 861,000 | - | 0 | Common Stock | |
| Sills J. Stephen | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Aug 2025 | 163,185 | 861,000 | - | 0 | Common Stock | |
| J. Sills Stephen | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Aug 2025 | 97,911 | 97,911 | - | 0 | Common Stock | |
| J. Stephen Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Aug 2025 | 65,274 | 65,274 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Aug 2025 | 97,911 | 97,911 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Aug 2025 | 65,274 | 72,000 | - | 0 | Common Stock | |
| Matthew B. Botein | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 30.66 per share. | 08 Aug 2025 | 2,000,000 | 8,968,445 | - | 30.7 | 61,320,000 | Common Stock |
| David Holman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jul 2025 | 2,355 | 2,355 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 1,141 | 1,141 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 6,726 | 6,726 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 12,431 | 1,024,185 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 1,141 | 1,141 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 1,141 | 1,141 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 1,141 | 1,141 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jul 2025 | 1,141 | 1,141 | - | 0 | Common Stock | |
| Shirley Yap | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.17 per share. | 23 May 2025 | 680 | 74,256 | - | 37.2 | 25,276 | Common Stock |
| Brad Mulcahey | CFO and Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.17 per share. | 23 May 2025 | 1,027 | 112,456 | - | 37.2 | 38,174 | Common Stock |
| David J. Newman | Chief Underwriting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.17 per share. | 23 May 2025 | 2,118 | 275,150 | - | 37.2 | 78,726 | Common Stock |
| Stephen J. Sills | Director, CEO and President | Payment of exercise price or tax liability using portion of securities received from the company at price $ 38.08 per share. | 22 May 2025 | 11,921 | 1,036,616 | - | 38.1 | 453,952 | Common Stock |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 May 2025 | 72,500 | 72,500 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Gift of securities by or to the insider at price $ 0.00 per share. | 12 May 2025 | 72,500 | 1,048,537 | - | 0 | Common Stock | |
| Angela Brock-Kyle | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 4,038 | 36,773 | - | 0 | Common Stock | |
| Ava Schnidman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 2,019 | 2,019 | - | 0 | Common Stock | |
| Angela Brock-Kyle | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 4,038 | 13,449 | - | 0 | Common Stock | |
| T. Foy David | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 2,019 | 6,724 | - | 0 | Common Stock | |
| Fondriest Fabian | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 4,038 | 43,096 | - | 0 | Common Stock | |
| Tom Baker | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 2,019 | 6,724 | - | 0 | Common Stock | |
| Ava Schnidman | Director | Purchase of securities on an exchange or from another person at price $ 33.41 per share. | 28 Feb 2025 | 1,493 | 1,893 | - | 33.4 | 49,881 | Common Stock |
| Shirley Yap | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Feb 2025 | 7,673 | 74,936 | - | 0 | Common Stock | |
| Brad Mulcahey | CFO and Treasurer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Feb 2025 | 18,416 | 113,483 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Feb 2025 | 67,526 | 1,121,037 | - | 0 | Common Stock | |
| Stephen J. Sills | Director, CEO and President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Feb 2025 | 65,607 | 1,053,511 | - | 0 | Common Stock | |
| David J. Newman | Chief Underwriting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Feb 2025 | 15,346 | 277,268 | - | 0 | Common Stock | |
| Matthew B. Botein | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 27.69 per share. | 25 Oct 2024 | 3,178,662 | 10,968,445 | - | 27.7 | 88,033,044 | Common Stock |
| Matthew B. Botein | Director, Ten Percent Owner | Other type of transaction at price $ 0.00 per share. | 30 Jun 2024 | 270,000 | 14,142,523 | - | - | Common Stock | |
| David J. Newman | Chief Underwriting Officer | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 28 May 2024 | 16,315 | 38,844 | - | 17 | 277,355 | Common Stock |
| Stephen J. Sills | Director, CEO and President | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 28 May 2024 | 58,824 | 180,588 | - | 17 | 1,000,008 | Common Stock |
| Fabian Fondriest | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 28 May 2024 | 12,000 | 29,647 | - | 17 | 204,000 | Common Stock |
| Shirley Yap | Chief Accounting Officer | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 28 May 2024 | 3,200 | 14,964 | - | 17 | 54,400 | Common Stock |
| David J. Newman | Chief Underwriting Officer | Purchase of securities on an exchange or from another person at price $ 25.59 per share. | 28 May 2024 | 10,500 | 49,344 | - | 25.6 | 268,695 | Common Stock |