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Sector: Financial Services
Insider Roster
- David Boris, Co-Ceo, Cfo, 2023-07-18
- Marshall Kiev, Co-Ceo, President, 2023-07-18
- Forum Capital Management Iv Llc, Large Shareholder, Director, 2023-07-18
- Forum Investors Iv Llc, Large Shareholder, Director, Other, 2023-07-18
- Bank Of America Corp /De/, Large Shareholder, 2023-04-10
- Bofa Securities, Inc., Large Shareholder, 2023-04-10
- Tory Kiam, Director, 2021-03-17
- Richard Katzman, Director, 2021-03-17
- Neil Goldberg, Director, 2021-03-17
- Steven Berns, Director, 2021-03-17
Show All Insiders (10) Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
| 1. | | 0 | $0 | | 0% |
| 2. | | 0 | $0 | | 0% |
| 3. | | 0 | $0 | | 0% |
| 4. | | 0 | $0 | | 0% |
| 5. | | 0 | $0 | | 0% |
Filing Period:
| No. | Name | Shares | Value | % Port |
| 1. | | 0 | $0 | 0% |
| 2. | | 0 | $0 | 0% |
| 3. | | 0 | $0 | 0% |
| 4. | | 0 | $0 | 0% |
| 5. | | 0 | $0 | 0% |