主要股东
注:以下部分股东代表特定权益共同体,直接或间接持有上市公司股份
| 序号 | 股东名称 | 是否机构 | 持股数(股) | 持股比例 | 持股变动数(股) | 持股数变动比例 | 投票权比例 |
|---|---|---|---|---|---|---|---|
| 1 | J. Hale Hoak | 否 | 83.00万 | 8.70% | 新增 | 新增 | -- |
| 2 | Allspring Global Investments Holdings, LLC | 是 | 60.68万 | 6.40% | 新增 | 新增 | -- |
| 3 | Brian O. Casey | 否 | 53.06万 | 5.60% | 新增 | 新增 | 5.6000% |
| 4 | 贝莱德基金顾问公司 | 是 | 51.27万 | 5.40% | 新增 | 新增 | -- |
| 5 | Settian Capital LP | 是 | 47.05万 | 5.00% | 新增 | 新增 | -- |
| 6 | Fabian Gomez | 否 | 12.26万 | 1.30% | 新增 | 新增 | 1.3000% |
| 7 | Geoffrey R. Norman | 否 | 5.01万 | 0.53% | 新增 | 新增 | 0.5279% |
| 8 | Ellen H. Masterson | 否 | 4.68万 | 0.49% | 新增 | 新增 | 0.4936% |
内部人交易
| 日期 | 股东名称 | 变动股数(万股) | 交易后持股数量(万股) | 交易价格 | 是否直接持有 | 内部人类型 |
|---|---|---|---|---|---|---|
| 2026-02-23 | Lockridge Matthew |
|
7.79 | 16.22 | 是 | Head, U.S. Value Inv. |
| 2026-02-23 | Helfert Adrian |
|
16.28 | 16.22 | 是 | CIO, Multi-Asset Inv. |
| 2026-02-23 | Linton David O |
|
2.94 | 0.00 | 是 | Head of Distribution |
| 2026-02-23 | Linton David O |
|
2.94 | 16.22 | 是 | Head of Distribution |
| 2026-02-23 | CASEY BRIAN O |
|
54.96 | 0.00 | 是 | CEO |
| 2026-02-23 | CASEY BRIAN O |
|
53.06 | 16.22 | 是 | CEO |
| 2026-02-23 | Forbes Murray III |
|
6.87 | 0.00 | 是 | Chief Financial Officer |
| 2026-02-23 | Forbes Murray III |
|
6.58 | 16.22 | 是 | Chief Financial Officer |
| 2026-02-23 | Gomez Fabian |
|
12.88 | 0.00 | 是 | President |
| 2026-02-23 | Gomez Fabian |
|
12.26 | 16.22 | 是 | President |
| 2026-02-23 | Ehinger John Anthony Jr |
|
1.91 | 0.00 | 是 | Head of Legal and Compliance |
| 2026-02-23 | Ehinger John Anthony Jr |
|
1.83 | 16.22 | 是 | Head of Legal and Compliance |
| 2025-12-10 | CASEY BRIAN O |
|
49.24 | 16.55 | 是 | CEO |
| 2025-12-09 | CASEY BRIAN O |
|
50.07 | 16.41 | 是 | CEO |
| 2025-12-08 | CASEY BRIAN O |
|
50.25 | 16.45 | 是 | CEO |
| 2025-12-05 | CASEY BRIAN O |
|
50.41 | 16.44 | 是 | CEO |
| 2025-11-10 | CASEY BRIAN O |
|
50.56 | 17.00 | 是 | CEO |
| 2025-08-29 | CASEY BRIAN O |
|
50.59 | 18.00 | 是 | CEO |
| 2025-06-05 | Gomez Fabian |
|
9.65 | 15.50 | 是 | President |
| 2025-04-30 | MASTERSON ELLEN H |
|
4.68 | 0.00 | 是 | -- |
| 2025-04-30 | Bowman Randy A |
|
3.18 | 0.00 | 是 | -- |
| 2025-04-30 | Hoak J. Hale |
|
5.50 | 0.00 | 是 | -- |
| 2025-04-30 | Murray Katherine |
|
0.57 | 0.00 | 是 | -- |
| 2025-04-30 | Norman Geoffrey |
|
5.01 | 0.00 | 是 | -- |
| 2025-02-21 | Ehinger John Anthony Jr |
|
1.40 | 0.00 | 是 | Head of Legal, CCO |
| 2025-02-21 | Ehinger John Anthony Jr |
|
1.35 | 16.44 | 是 | Head of Legal, CCO |
| 2025-02-21 | Mazzei Matthew |
|
0.43 | 0.00 | 是 | Controller |
| 2025-02-21 | Mazzei Matthew |
|
0.38 | 16.44 | 是 | Controller |
| 2025-02-21 | CASEY BRIAN O |
|
52.58 | 0.00 | 是 | CEO |
| 2025-02-21 | CASEY BRIAN O |
|
51.27 | 16.44 | 是 | CEO |
| 2025-02-21 | Helfert Adrian |
|
18.69 | 0.00 | 是 | CIO, Multi-Asset Inv. |
| 2025-02-21 | Helfert Adrian |
|
17.35 | 16.44 | 是 | CIO, Multi-Asset Inv. |
| 2025-02-21 | Forbes Murray III |
|
6.04 | 0.00 | 是 | Chief Financial Officer |
| 2025-02-21 | Forbes Murray III |
|
5.76 | 16.44 | 是 | Chief Financial Officer |
| 2025-02-21 | Lockridge Matthew |
|
8.82 | 0.00 | 是 | Head, U.S. Value Inv. |
| 2025-02-21 | Lockridge Matthew |
|
8.33 | 16.44 | 是 | Head, U.S. Value Inv. |
| 2025-02-21 | Gomez Fabian |
|
10.88 | 0.00 | 是 | President |
| 2025-02-21 | Gomez Fabian |
|
10.35 | 16.44 | 是 | President |
| 2024-05-30 | Bowman Randy A |
|
2.61 | 0.00 | 是 | -- |
| 2024-05-20 | MASTERSON ELLEN H |
|
4.11 | 0.00 | 是 | -- |
| 2024-05-20 | FRANK RICHARD M |
|
8.22 | 0.00 | 是 | Chairman |
| 2024-05-07 | WESTWOOD HOLDINGS GROUP INC |
|
4.44 | 0.00 | 是 | -- |
| 2024-05-07 | Norman Geoffrey |
|
4.44 | 0.00 | 是 | -- |
| 2024-05-07 | WESTWOOD HOLDINGS GROUP INC |
|
3.68 | 0.00 | 是 | -- |