2026Q1
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Jpmorgan Chase & Co | 10% Owner | 51,594,927 | Aug 16, 2022 |
| OEP II Partners Co-Invest, L.P. | — | 49,940,222 | Nov 6, 2017 |
| Heritage PE (OEP) III, L.P. | — | 49,940,222 | Nov 6, 2017 |
| JPMC Heritage Parent LLC | — | 48,190,718 | Dec 14, 2018 |
| Swarth Investments Ltd. | 10% Owner | 27,435,739 | Aug 18, 2022 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Feb 10, 2026 | Feb 13, 2026 | McClelland Bruce William | CEO | Buy | 87.5 | +37,000 | 2.50% | ✗ | $74.3K |
| Jan 15, 2026 | Jan 20, 2026 | SHANI SHAUL | Director | Neutral | 85.0 | +9,548 | 5.93% | ✗ | - |
| Jan 15, 2026 | Jan 20, 2026 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +11,718 | 1.55% | ✗ | - |
| Dec 15, 2025 | Dec 16, 2025 | Marmurek Eric S | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Oct 31, 2025 | Nov 4, 2025 | McCaffery Stephen J. | EVP, Global Sales | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Oct 27, 2025 | McCaffery Stephen J. | EVP, Global Sales | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 17, 2025 | Oct 17, 2025 | Bucci Sam | COO | Sell | 42.5 | -13,819 | -2.99% | ✗ | $52.7K |
| Oct 17, 2025 | Oct 17, 2025 | Macken Patrick W | EVP, CLO & Secretary | Sell | 46.3 | -9,252 | -2.62% | ✗ | $35.3K |
| Oct 17, 2025 | Oct 17, 2025 | McClelland Bruce William | CEO | Sell | 45.0 | -13,544 | -0.91% | ✗ | $51.6K |
| Oct 15, 2025 | Oct 17, 2025 | Marmurek Eric S | CFO | Sell | 42.5 | -29,512 | -6.46% | ✗ | $112.4K |
| Oct 15, 2025 | Oct 17, 2025 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +8,881 | 1.19% | ✗ | - |
| Oct 15, 2025 | Oct 17, 2025 | SHANI SHAUL | Director | Neutral | 82.5 | +7,236 | 4.71% | ✗ | - |
| Oct 15, 2025 | Oct 17, 2025 | Townsend John Raymond | CFO | Sell | 42.5 | -50,448 | -39.35% | ✗ | $192.2K |
| Sep 5, 2025 | Sep 8, 2025 | INFANTE BEATRIZ V | Director | Sell | 26.3 | -8,690 | -2.47% | ✗ | $34.6K |
| Sep 4, 2025 | Sep 8, 2025 | Redington Dan | EVP, Global Sales | Sell | 20.0 | -189,610 | -100.00% | ✗ | $766.6K |
| Jul 15, 2025 | Jul 17, 2025 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +8,416 | 1.14% | ✗ | - |
| Jun 17, 2025 | Jun 18, 2025 | EWING R STEWART JR | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 17, 2025 | Jun 18, 2025 | Tamone Tanya | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 17, 2025 | Jun 18, 2025 | SHANI SHAUL | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 17, 2025 | Jun 18, 2025 | GRAYSON BRUNS H | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 17, 2025 | Jun 18, 2025 | INFANTE BEATRIZ V | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 17, 2025 | Jun 18, 2025 | Mair Scott | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2025 | Jun 17, 2025 | Redington Dan | EVP, Global Sales | Sell | 46.3 | -8,197 | -4.14% | ✗ | $30.7K |
| May 16, 2025 | May 19, 2025 | Marmurek Eric S | CFO | Sell | 46.3 | -12,452 | -3.16% | ✗ | $45.1K |
| May 16, 2025 | May 19, 2025 | Redington Dan | EVP, Global Sales | Sell | 42.5 | -16,603 | -8.58% | ✗ | $60.1K |
| May 16, 2025 | May 19, 2025 | Bucci Sam | COO | Sell | 42.5 | -28,232 | -6.07% | ✗ | $102.2K |
| May 16, 2025 | May 19, 2025 | McClelland Bruce William | CEO | Sell | 40.0 | -93,393 | -6.02% | ✗ | $338.1K |
| May 16, 2025 | May 19, 2025 | Macken Patrick W | EVP, Chief Legal Officer | Sell | 42.5 | -20,084 | -5.70% | ✗ | $72.7K |
| Apr 17, 2025 | Apr 22, 2025 | Redington Dan | EVP, Global Sales | Sell | 46.3 | -7,110 | -4.49% | ✗ | $25.1K |
| Apr 17, 2025 | Apr 22, 2025 | McClelland Bruce William | CEO | Sell | 46.3 | -13,544 | -1.02% | ✗ | $47.8K |
| Apr 17, 2025 | Apr 22, 2025 | Marmurek Eric S | CFO | Sell | 42.5 | -14,396 | -1.97% | ✗ | $51.1K |
| Apr 17, 2025 | Apr 22, 2025 | Macken Patrick W | EVP, CLO & Secretary | Sell | 42.5 | -18,824 | -3.03% | ✗ | $66.9K |
| Apr 17, 2025 | Apr 22, 2025 | Bucci Sam | COO | Sell | 42.5 | -28,115 | -3.35% | ✗ | $100K |
| Apr 15, 2025 | Apr 17, 2025 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +8,609 | 1.26% | ✗ | - |
| Mar 15, 2025 | Mar 18, 2025 | Macken Patrick W | EVP, CLO & Secretary | Sell | 42.5 | -35,641 | -6.19% | ✗ | $140.8K |
| Mar 15, 2025 | Mar 18, 2025 | Bucci Sam | COO | Sell | 42.5 | -51,981 | -6.51% | ✗ | $205.3K |
| Mar 15, 2025 | Mar 18, 2025 | Marmurek Eric S | CFO | Sell | 42.5 | -20,253 | -2.97% | ✗ | $80K |
| Apr 17, 2024 | Mar 18, 2025 | Redington Dan | EVP, Global Sales | Sell | 46.3 | -8,408 | -6.70% | ✗ | $21.9K |
| Apr 17, 2024 | Mar 18, 2025 | Bucci Sam | COO | Sell | 46.3 | -12,709 | -3.67% | ✗ | $33.2K |
| Apr 17, 2024 | Mar 18, 2025 | McClelland Bruce William | CEO | Sell | 42.5 | -43,104 | -3.21% | ✗ | $112.5K |
| Apr 17, 2024 | Mar 18, 2025 | Macken Patrick W | EVP, CLO & Secretary | Sell | 46.3 | -10,372 | -4.42% | ✗ | $27.1K |
| Jan 15, 2025 | Jan 16, 2025 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +8,112 | 1.20% | ✗ | - |
| Dec 15, 2024 | Dec 16, 2024 | Redington Dan | EVP, Global Sales | Sell | 46.3 | -8,197 | -5.45% | ✗ | $33.5K |
| Nov 4, 2024 | Townsend John Raymond | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 17, 2024 | Oct 21, 2024 | Redington Dan | EVP, Global Sales | Sell | 46.3 | -7,110 | -5.20% | ✗ | $24K |
| Oct 17, 2024 | Oct 21, 2024 | Bucci Sam | COO | Sell | 42.5 | -28,116 | -3.99% | ✗ | $97.6K |
| Oct 17, 2024 | Oct 21, 2024 | Macken Patrick W | EVP, CLO & Secretary | Sell | 42.5 | -18,824 | -3.80% | ✗ | $65.3K |
| Oct 17, 2024 | Oct 21, 2024 | LOPEZ MIGUEL A | CFO | Sell | 42.5 | -25,746 | -2.79% | ✗ | $88.9K |
| Oct 17, 2024 | Oct 21, 2024 | McClelland Bruce William | CEO | Sell | 46.3 | -13,544 | -1.03% | ✗ | $45.8K |
| Oct 17, 2024 | Oct 21, 2024 | Marmurek Eric S | CFO | Sell | 46.3 | -14,397 | -2.28% | ✗ | $49.6K |
| Oct 15, 2024 | Oct 17, 2024 | Marmurek Eric S | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Oct 15, 2024 | Oct 17, 2024 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +10,384 | 1.57% | ✗ | - |
| Sep 13, 2024 | Sep 16, 2024 | INFANTE BEATRIZ V | Director | Sell | 26.3 | -5,790 | -1.87% | ✗ | $17.6K |
| Jul 17, 2024 | Jul 18, 2024 | LOPEZ MIGUEL A | CFO | Sell | 42.5 | -15,237 | -3.52% | ✗ | $59.4K |
| Jul 16, 2024 | Jul 18, 2024 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +10,258 | 1.57% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | Mair Scott | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | Tamone Tanya | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | SHANI SHAUL | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | EWING R STEWART JR | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | GRAYSON BRUNS H | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | INFANTE BEATRIZ V | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Jun 15, 2024 | Jun 18, 2024 | Redington Dan | EVP, Global Sales | Sell | 46.3 | -7,781 | -6.15% | ✗ | $23K |
| May 15, 2024 | May 17, 2024 | Redington Dan | EVP, Global Sales | Neutral | 52.5 | - | 0.00% | ✗ | - |
| May 15, 2024 | May 17, 2024 | McClelland Bruce William | CEO | Neutral | 52.5 | - | 0.00% | ✗ | - |
| May 15, 2024 | May 17, 2024 | Macken Patrick W | EVP, CLO & Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - |
| May 15, 2024 | May 17, 2024 | Bucci Sam | COO | Neutral | 52.5 | - | 0.00% | ✗ | - |
| May 15, 2024 | May 17, 2024 | Marmurek Eric S | SVP, Finance & CAO | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Apr 17, 2024 | Apr 19, 2024 | Redington Dan | EVP, Global Sales | Neutral | 47.5 | -21,793 | -17.10% | ✗ | - |
| Apr 17, 2024 | Apr 19, 2024 | Bucci Sam | COO | Sell | 42.5 | -54,645 | -8.00% | ✗ | $142.1K |
| Apr 17, 2024 | Apr 19, 2024 | LOPEZ MIGUEL A | CFO | Sell | 42.5 | -63,082 | -7.56% | ✗ | $164.2K |
| Apr 17, 2024 | Apr 19, 2024 | Macken Patrick W | EVP, CLO & Secretary | Sell | 42.5 | -37,205 | -7.97% | ✗ | $96.7K |
| Apr 17, 2024 | Apr 19, 2024 | McClelland Bruce William | CEO | Sell | 42.5 | -69,746 | -5.16% | ✗ | $182K |
| Apr 17, 2024 | Apr 19, 2024 | Marmurek Eric S | SVP, Finance & CAO | Sell | 42.5 | -21,964 | -3.70% | ✗ | $57.1K |
| Apr 15, 2024 | Apr 16, 2024 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +10,546 | 1.79% | ✗ | - |
| Mar 15, 2024 | Mar 18, 2024 | Bucci Sam | COO | Sell | 46.3 | -5,900 | -2.13% | ✗ | $16.7K |
| Mar 15, 2024 | Mar 18, 2024 | Macken Patrick W | EVP, CLO & Secretary | Sell | 46.3 | -3,735 | -2.16% | ✗ | $10.6K |
| Mar 15, 2024 | Mar 18, 2024 | Marmurek Eric S | SVP, Finance & CAO | Sell | 50.0 | -1,554 | -0.61% | ✗ | $4.4K |
| Mar 15, 2024 | Mar 18, 2024 | LOPEZ MIGUEL A | CFO | Sell | 52.5 | -2,155 | -0.38% | ✗ | $6K |
| Mar 15, 2024 | Mar 18, 2024 | GRAYSON BRUNS H | Director | Buy | 97.5 | +100,000 | 20.40% | ✗ | $289K |
| Mar 4, 2024 | Mar 6, 2024 | LOPEZ MIGUEL A | CFO | Buy | 67.5 | +2,000 | 0.72% | ✗ | $5.9K |
| Mar 5, 2024 | Mar 5, 2024 | LOPEZ MIGUEL A | CFO | Buy | 60.0 | +1,000 | 0.36% | ✗ | $2.9K |
| Mar 1, 2024 | Mar 4, 2024 | McClelland Bruce William | CEO | Buy | 68.8 | +10,000 | 0.87% | ✗ | $30.2K |
| Mar 1, 2024 | Mar 1, 2024 | McClelland Bruce William | CEO | Buy | 68.8 | +9,900 | 0.86% | ✗ | $29.9K |
| Feb 28, 2024 | Mar 1, 2024 | Macken Patrick W | EVP, CLO & Secretary | Sell | 22.5 | -42,094 | -20.63% | ✗ | $129.1K |
| Feb 26, 2024 | Feb 28, 2024 | Redington Dan | EVP, Global Sales | Sell | 22.5 | -34,452 | -34.01% | ✗ | $106.7K |
| Feb 21, 2024 | Feb 23, 2024 | Redington Dan | EVP, Global Sales | Sell | 22.5 | -31,548 | -23.75% | ✗ | $98.4K |
| Jan 18, 2024 | Jan 19, 2024 | LOPEZ MIGUEL A | CFO | Sell | 42.5 | -20,996 | -7.07% | ✗ | $59.6K |
| Jan 18, 2024 | Jan 19, 2024 | Bucci Sam | COO | Sell | 42.5 | -44,475 | -14.33% | ✗ | $126.3K |
| Jan 18, 2024 | Jan 19, 2024 | Macken Patrick W | EVP, CLO & Secretary | Sell | 42.5 | -19,290 | -8.64% | ✗ | $54.8K |
| Jan 18, 2024 | Jan 19, 2024 | Marmurek Eric S | SVP, Finance & CAO | Sell | 46.3 | -4,447 | -1.76% | ✗ | $12.6K |
| Jan 16, 2024 | Jan 17, 2024 | GRAYSON BRUNS H | Director | Neutral | 77.5 | +11,637 | 2.43% | ✗ | - |
| Dec 15, 2023 | Dec 18, 2023 | Redington Dan | EVP, Global Sales | Sell | 42.5 | -42,757 | -24.35% | ✗ | $111.2K |
| Dec 7, 2023 | Dec 11, 2023 | LOPEZ MIGUEL A | CFO | Buy | 78.8 | +5,526 | 2.28% | ✗ | $12.1K |
| Oct 18, 2023 | Oct 23, 2023 | LOPEZ MIGUEL A | CFO | Sell | 46.3 | -9,569 | -3.80% | ✗ | $20.6K |
| Oct 18, 2023 | Oct 23, 2023 | Bucci Sam | COO | Sell | 46.3 | -14,297 | -5.89% | ✗ | $30.7K |
| Oct 18, 2023 | Oct 23, 2023 | Macken Patrick W | EVP, CLO & Secretary | Sell | 46.3 | -8,113 | -4.26% | ✗ | $17.4K |
| Oct 18, 2023 | Oct 23, 2023 | Marmurek Eric S | SVP, Finance & CAO | Sell | 47.5 | -3,251 | -1.35% | ✗ | $7K |
| Oct 16, 2023 | Oct 17, 2023 | GRAYSON BRUNS H | Director | Neutral | 82.5 | +12,593 | 2.70% | ✗ | - |
| Sep 15, 2023 | Sep 19, 2023 | LOPEZ MIGUEL A | CFO | Sell | 47.5 | -2,806 | -1.23% | ✗ | $7.9K |
| Sep 15, 2023 | Sep 19, 2023 | Macken Patrick W | EVP, CLO & Secretary | Sell | 47.5 | -2,435 | -1.42% | ✗ | $6.9K |