XNYS 01 May, 2026 5:30 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| Anthony C. Duenner | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 800,000 | - | - | Restricted Stock Units | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 175,000 | 3,325,000 | - | - | Restricted Stock Units | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 175,000 | 3,150,000 | - | - | Restricted Stock Units | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 175,000 | 8,138,750 | - | - | Common Stock | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 13.33 per share. | 28 Apr 2026 | 71,297 | 8,067,453 | - | 13.3 | 950,303 | Common Stock |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 175,000 | 8,242,453 | - | - | Common Stock | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 13.56 per share. | 28 Apr 2026 | 68,792 | 8,173,661 | - | 13.6 | 933,088 | Common Stock |
| Gregory D. Patrinely | EVP, CFO | Sale of securities on an exchange or to another person at price $ 13.33 per share. | 28 Apr 2026 | 40,743 | 502,051 | - | 13.3 | 543,055 | Common Stock |
| Gregory D. Patrinely | EVP, CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 602,051 | - | - | Common Stock | |
| Gregory D. Patrinely | EVP, CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 800,000 | - | - | Restricted Stock Units | |
| Gregory D. Patrinely | EVP, CFO | Sale of securities on an exchange or to another person at price $ 13.56 per share. | 28 Apr 2026 | 39,311 | 562,740 | - | 13.6 | 533,210 | Common Stock |
| Gregory D. Patrinely | EVP, CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 900,000 | - | - | Restricted Stock Units | |
| Gregory D. Patrinely | EVP, CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 542,794 | - | - | Common Stock | |
| J. Caldwell Flores | President, COO | Sale of securities on an exchange or to another person at price $ 13.56 per share. | 28 Apr 2026 | 39,311 | 562,740 | - | 13.6 | 533,210 | Common Stock |
| J. Caldwell Flores | President, COO | Sale of securities on an exchange or to another person at price $ 13.33 per share. | 28 Apr 2026 | 40,743 | 502,051 | - | 13.3 | 543,055 | Common Stock |
| J. Caldwell Flores | President, COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 542,794 | - | - | Common Stock | |
| J. Caldwell Flores | President, COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 800,000 | - | - | Restricted Stock Units | |
| J. Caldwell Flores | President, COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 900,000 | - | - | Restricted Stock Units | |
| J. Caldwell Flores | President, COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 602,051 | - | - | Common Stock | |
| Anthony C. Duenner | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 630,176 | - | - | Common Stock | |
| Anthony C. Duenner | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 570,919 | - | - | Common Stock | |
| Anthony C. Duenner | See Remarks | Sale of securities on an exchange or to another person at price $ 13.33 per share. | 28 Apr 2026 | 40,743 | 530,176 | - | 13.3 | 543,055 | Common Stock |
| Anthony C. Duenner | See Remarks | Sale of securities on an exchange or to another person at price $ 13.56 per share. | 28 Apr 2026 | 39,312 | 590,864 | - | 13.6 | 533,224 | Common Stock |
| Anthony C. Duenner | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Apr 2026 | 100,000 | 900,000 | - | - | Restricted Stock Units | |
| Anthony C. Duenner | See Remarks | Sale of securities on an exchange or to another person at price $ 16.69 per share. | 31 Mar 2026 | 279,081 | 470,919 | - | 16.7 | 4,657,667 | Common Stock |
| J. Caldwell Flores | President, COO | Sale of securities on an exchange or to another person at price $ 16.69 per share. | 31 Mar 2026 | 279,081 | 442,794 | - | 16.7 | 4,657,667 | Common Stock |
| Gregory D. Patrinely | EVP, CFO | Sale of securities on an exchange or to another person at price $ 16.69 per share. | 31 Mar 2026 | 279,081 | 442,794 | - | 16.7 | 4,657,667 | Common Stock |
| Anthony C. Duenner | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2026 | 250,000 | 1,000,000 | - | - | Restricted Stock Units | |
| Gregory D. Patrinely | EVP, CFO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2026 | 250,000 | 1,000,000 | - | - | Restricted Stock Units | |
| J. Caldwell Flores | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2026 | 250,000 | 1,000,000 | - | - | Restricted Stock Units | |
| Pipkin Phillip Gregory | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 25,000 | 118,040 | - | 0 | Common Stock | |
| Anthony C. Duenner | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 750,000 | 750,000 | - | - | Restricted Stock Units | |
| J. Caldwell Flores | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 750,000 | 750,000 | - | - | Restricted Stock Units | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 3,500,000 | 3,500,000 | - | - | Restricted Stock Units | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 750,000 | 750,000 | - | - | Restricted Stock Units | |
| Christopher B. Sarofim | Director, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 25,000 | 924,653 | - | 0 | Common Stock | |
| Gregory D. Patrinely | EVP, CFO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 750,000 | 750,000 | - | - | Restricted Stock Units | |
| Michael E. Dillard | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Apr 2025 | 25,000 | 447,500 | - | 0 | Common Stock | |
| Pipkin Phillip Gregory | Director | 01 Nov 2024 | 7,500 | 93,040 | - | 11.5 | 86,250 | Common Stock | |
| Pipkin Phillip Gregory | Director | 01 Nov 2024 | 7,500 | 77,500 | - | - | Warrants | ||
| Christopher B. Sarofim | Director, Ten Percent Owner | 25 Oct 2024 | 250,000 | 77,500 | - | - | Warrants | ||
| Christopher B. Sarofim | Director, Ten Percent Owner | 25 Oct 2024 | 250,000 | 899,653 | - | 11.5 | 2,875,000 | Common Stock | |
| Michael E. Dillard | Director | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 25 Oct 2024 | 134,653 | 345,347 | - | - | Warrants | |
| Michael E. Dillard | Director | 25 Oct 2024 | 267,847 | 77,500 | - | - | Warrants | ||
| Michael E. Dillard | Director | 25 Oct 2024 | 267,847 | 422,500 | - | 11.5 | 3,080,241 | Common Stock | |
| Anthony C. Duenner | See Remarks | 22 Oct 2024 | 50,000 | 50,000 | - | 11.5 | 575,000 | Common Stock | |
| Anthony C. Duenner | See Remarks | Gift of securities by or to the insider at price $ 0.00 per share. | 22 Oct 2024 | 50,000 | 221,666 | - | - | Warrants | |
| Anthony C. Duenner | See Remarks | Gift of securities by or to the insider at price $ 0.00 per share. | 22 Oct 2024 | 50,000 | 50,000 | - | - | Warrants | |
| Anthony C. Duenner | See Remarks | 22 Oct 2024 | 50,000 | 0 | - | - | Warrants | ||
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 11 Oct 2024 | 18,517 | 66,083 | - | - | Warrants | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 11 Oct 2024 | 1,683 | 64,400 | - | - | Warrants | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 11 Oct 2024 | 11,900 | 52,500 | - | - | Warrants | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 11 Oct 2024 | 52,500 | 0 | - | - | Warrants | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 11 Oct 2024 | 9,388 | 84,600 | - | - | Warrants | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 11 Oct 2024 | 6,012 | 93,988 | - | - | Warrants | |
| J. Caldwell Flores | President | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 09 Oct 2024 | 135,615 | 79,285 | - | - | Warrants | |
| J. Caldwell Flores | President | 09 Oct 2024 | 67,000 | 417,000 | - | 11.5 | 770,500 | Common Stock | |
| J. Caldwell Flores | President | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 09 Oct 2024 | 2,900 | 76,385 | - | - | Warrants | |
| J. Caldwell Flores | President | 09 Oct 2024 | 67,000 | 9,385 | - | - | Warrants | ||
| J. Caldwell Flores | President | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 09 Oct 2024 | 9,385 | 0 | - | - | Warrants | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 0.00 per share. | 03 Oct 2024 | 600,000 | 600,000 | - | - | Common Stock | |
| Pipkin Phillip Gregory | Director | Sale of securities on an exchange or to another person at price $ 14.66 per share. | 05 Jun 2024 | 82,238 | 85,540 | - | 14.7 | 1,205,461 | Common Stock |
| Pipkin Phillip Gregory | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Jun 2024 | 96,875 | 167,778 | - | 0 | Common Stock | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 13.72 per share. | 20 May 2024 | 95,000 | 755,000 | - | 13.7 | 1,303,514 | Common Stock |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 13.74 per share. | 20 May 2024 | 100,000 | 2,625,000 | - | 13.7 | 1,374,150 | Common Stock |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 13.29 per share. | 20 May 2024 | 105,000 | 650,000 | - | 13.3 | 1,395,146 | Common Stock |
| Anthony C. Duenner | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Apr 2024 | 650,000 | 750,000 | - | 0 | Common Stock | |
| J. Caldwell Flores | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Apr 2024 | 650,000 | 721,875 | - | 0 | Common Stock | |
| Gregory D. Patrinely | EVP, CFO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Apr 2024 | 650,000 | 721,875 | - | 0 | Common Stock | |
| Christopher B. Sarofim | Director, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Apr 2024 | 52,778 | 649,653 | - | 0 | Common Stock | |
| Doss R. Bourgeois | EVP, Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Apr 2024 | 650,000 | 850,000 | - | 0 | Common Stock | |
| Pipkin Phillip Gregory | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Apr 2024 | 52,778 | 264,653 | - | 0 | Common Stock | |
| Flores J. Caldwell | President | Purchase of securities on an exchange or from another person at price $ 10.00 per share. | 14 Feb 2024 | 300,000 | 371,875 | - | 10 | 3,000,000 | Common Stock |
| Duenner Anthony C. | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Feb 2024 | 221,666 | 271,666 | - | - | Warrants | |
| Flores J. Caldwell | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Feb 2024 | 221,667 | 299,167 | - | - | Warrants | |
| Phillip Pipkin Gregory | Director | 22 Aug 2023 | 71,875 | 0 | - | - | Class B Common Stock | ||
| James Flores C. | Director, Chairman & CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 10.00 per share. | 22 Aug 2023 | 700,000 | 7,963,750 | - | 10 | 7,000,000 | Common Stock |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 10.00 per share. | 22 Aug 2023 | 2,500,000 | 2,525,000 | - | 10 | 25,000,000 | Common Stock |
| D. Gregory Patrinely | EVP, CFO | 22 Aug 2023 | 71,875 | 0 | - | - | Class B Common Stock | ||
| Patrinely D. Gregory | EVP, CFO | 22 Aug 2023 | 71,875 | 71,875 | - | - | Common Stock | ||
| B. Sarofim Christopher | Director, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 10.00 per share. | 22 Aug 2023 | 3,000,000 | 3,000,000 | - | 10 | 30,000,000 | Common Stock |
| C. Flores James | Director, Chairman & CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Aug 2023 | 2,606,370 | 6,481,370 | - | - | Warrants | |
| Christopher Sarofim B. | Director, Ten Percent Owner | 22 Aug 2023 | 96,875 | 596,875 | - | - | Common Stock | ||
| Pipkin Phillip Gregory | Director | 22 Aug 2023 | 71,875 | 86,875 | - | - | Common Stock | ||
| C. James Flores | Director, Chairman & CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Aug 2023 | 3,000,000 | 7,263,750 | - | - | Common Stock | |
| C. Flores James | Director, Chairman & CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 11.15 per share. | 22 Aug 2023 | 9,000 | 16,500 | - | 11.2 | 100,350 | Common Stock |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 11.73 per share. | 22 Aug 2023 | 8,500 | 25,000 | - | 11.7 | 99,705 | Common Stock |
| Patrinely Gregory D. | EVP, CFO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Aug 2023 | 256,667 | 334,167 | - | - | Warrants | |
| James C. Flores | Director, Chairman & CEO, Ten Percent Owner | 22 Aug 2023 | 4,263,750 | 4,263,750 | - | - | Common Stock | ||
| Christopher B. Sarofim | Director, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 10.00 per share. | 22 Aug 2023 | 3,000,000 | 3,000,000 | - | 10 | 30,000,000 | Common Stock |
| James Flores C. | Director, Chairman & CEO, Ten Percent Owner | 22 Aug 2023 | 4,263,750 | 0 | - | - | Class B Common Stock | ||
| Phillip Gregory Pipkin | Director | Purchase of securities on an exchange or from another person at price $ 10.00 per share. | 22 Aug 2023 | 100,000 | 196,875 | - | 10 | 1,000,000 | Common Stock |
| Sarofim Christopher B. | Director, Ten Percent Owner | 22 Aug 2023 | 96,875 | 0 | - | - | Class B Common Stock |