How many institutions own PIII stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own PIII shares is 21, representing 10.61% of the company's common stock.

Who are the major shareholders selling P3 Health Partners Inc. stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in PIII by -100% restricting it's holding to 0 shares of worth nearly -. MONETA GROUP INVESTMENT ADVISORS LLC also lessened -100% of the PIII shares from its portfolio, reducing its holding to 0 shares of worth -. CITADEL ADVISORS LLC also shunned PIII shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying PIII stock?

As per its latest 13F filing, TRINITY FINANCIAL ADVISORS LLC increased its stake in PIII by 7.42% in the last quarter. The institutional holder raised its holding to 28.66 thousand shares having worth more than $100.01K. TRINITY FINANCIAL ADVISORS LLC also added 4.62% more shares of PIII to its portfolio, raising its holding to 26.68 thousand shares of worth $238.64K. TWO SIGMA SECURITIES, LLC also increased its PIII shares holding by 100% which brought its holding to 11.33 thousand shares worth $1.86K.

PIII's major insiders: who are they?

The insider with the most stakes in PIII is LEAVITT LEGACY, LLC , 10 percent owner at the company. Additionally, PIII stock is highly held by 10 percent owner Balkin Michael and 10 percent owner Chicago Pacific Founders UGP III, LLC among others.

Did an insider recently sell PIII stock?

Company executives, directors, and other insiders own 62.43% percent of P3 Health Partners Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which PIII insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MARXE AUSTIN W & GREENHOUSE DAVID M.

Which insider recently purchased PIII stock?

There have been 0 transaction(s) during the past 6-months in which P3 Health Partners Inc. insiders have bought stock, totalling 0 shares

How much of PIII does insiders own?

Around 0 P3 Health Partners Inc. shares are held by insiders, which represents about 62.43% of PIII stock.

Who is the insider with the largest stake?

PIII 10 percent owner, LEAVITT LEGACY, LLC holds the largest portfolio of the company's shares. PIII shares owned by LEAVITT total nearly 7.97 million.

Which institution holds the most shares in PIII?

TRINITY FINANCIAL ADVISORS LLC is the largest institutional owner in PIII which holds 28.66 thousand shares worth $100.01K or 0.88% of the total PIII shares outstanding followed by TRINITY FINANCIAL ADVISORS LLC with ownership of 26.68 thousand shares representing 0.82% of the PIII ownership. JPMORGAN CHASE & CO is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is P3 Health Partners Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the PIII is concerned, it is a stock which is not optionable.

Is there a short position on PIII's shares?

Number of PIII shares short is 25.09K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding PIII shares are there?

As of today, 3.27M shares of PIII are outstanding.

Is there many float in PIII stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, PIII has 1.23M shares in float.

PIII short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for PIII is 1.93.

P3 Health Partners (PIII) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.77

Short Percent Of Float7.02

Shares Outstanding3.27M

Shares Float1.23M

Shares Short25.09K

Short Ratio1.93

7.02%

Short % of Float

0.77%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

62.43% Percentage of Shares held by All Insiders

10.61% Percentage of Shares held by All Institutions

28.23% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 10.61% of PIII shares are held by financial institutions. TRINITY FINANCIAL ADVISORS LLC is the top corporate investor, holding 28.66K shares valued at $100.01K. A 0.88% stake in P3 Health Partners Inc. is owned by the company. TRINITY FINANCIAL ADVISORS LLC owns 26.68K shares valued at $238.64K, which translates its holding of 0.82% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	TRINITY FINANCIAL ADVISORS LLC	0.88%	28.66K	100.01K	1.98K	+7.42%
Sep 30, 2025	TRINITY FINANCIAL ADVISORS LLC	0.82%	26.68K	238.64K	1.18K	+4.62%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.14K	-100.00%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0%	0	-	-2.26K	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-31.49K	-100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-71.57K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-18K	-100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-980.39K	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-729	-100.00%
Jun 30, 2025	SLATESTONE WEALTH, LLC	0%	0	-	-28.39K	-100.00%
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0%	0	-	-13.09K	-100.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	0	-	-200K	-100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0%	0	-	-28.85K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-236.28K	-100.00%
Jun 30, 2025	CONNECTIVE CAPITAL MANAGEMENT, LLC	0%	0	-	-25.13K	-100.00%
Jun 30, 2025	KLCM ADVISORS, INC.	0%	0	-	-20K	-100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-68.69K	-100.00%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0%	0	-	-15K	-100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-10.59K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-8	-100.00%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-405.84K	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-11.33K	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	0%	0	-	-1.82M	-100.00%
Jun 30, 2025	ABUNDANCE WEALTH COUNSELORS	0%	0	-	-400K	-100.00%
Jun 30, 2025	ACT ADVISORS, LLC.	0%	0	-	-11.47K	-100.00%
Jun 30, 2025	INGALLS & SNYDER LLC	0%	0	-	-10K	-100.00%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	0%	0	-	-184.5K	-100.00%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0%	0	-	-9.05M	-100.00%
Jun 30, 2025	STATE STREET CORP	0%	0	-	-101.45K	-100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0%	0	-	-99.99K	-100.00%
Jun 30, 2025	TRINITY FINANCIAL ADVISORS LLC	0.78%	25.5K	160.65K	-1.25M	-98.00%
Jun 30, 2025	BLACKROCK, INC.	0%	0	-	-381.9K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-20.45K	-100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	0	-	-1.87M	-100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-583	-100.00%
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.35%	11.33K	1.86K	11.33K	+100.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.32%	10.59K	1.74K	-243	-2.24%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.55%	18K	2.95K	-4.45K	-19.82%
Mar 31, 2025	INGALLS & SNYDER LLC	0.31%	10K	2K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-32.4K	-100.00%
Mar 31, 2025	WARBERG ASSET MANAGEMENT LLC	0%	0	-	-145.35K	-100.00%
Mar 31, 2025	SLATESTONE WEALTH, LLC	0.87%	28.39K	5K	0	0
Mar 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.07%	2.26K	18.51K	-110.56K	-98.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.03%	1.14K	187	-12	-1.04%
Mar 31, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.4%	13.09K	2.15K	-20.09K	-60.55%
Mar 31, 2025	CITADEL ADVISORS LLC	0.97%	31.49K	5.17K	31.49K	+100.00%
Mar 31, 2025	STATE STREET CORP	3.11%	101.45K	16.65K	0	0
Mar 31, 2025	CI PRIVATE WEALTH, LLC	57.37%	1.87M	306.91K	600K	+47.23%
Mar 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-59.18K	-100.00%
Mar 31, 2025	WELCH CAPITAL PARTNERS LLC/NY	0%	0	-	-90K	-100.00%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0%	0	-	-125.84K	-100.00%
Mar 31, 2025	CITIGROUP INC	0%	0	-	-6	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	8	1	0	0
Mar 31, 2025	KLCM ADVISORS, INC.	0.61%	20K	3.28K	0	0
Mar 31, 2025	HRT FINANCIAL LP	0.63%	20.45K	3K	-50.84K	-71.32%
Mar 31, 2025	CONNECTIVE CAPITAL MANAGEMENT, LLC	0.77%	25.13K	4.12K	25.13K	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.11%	68.69K	11.27K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	3.07%	99.99K	16.41K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	12.45%	405.84K	66.6K	147.64K	+57.18%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	30.07%	980.39K	160.9K	32.35K	+3.41%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	277.46%	9.05M	1.48M	-2.86M	-24.03%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-24.1K	-100.00%
Mar 31, 2025	ABUNDANCE WEALTH COUNSELORS	12.27%	400K	66K	174.4K	+77.30%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.02%	583	95	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	729	120	39	+5.65%
Mar 31, 2025	TRINITY FINANCIAL ADVISORS LLC	39.2%	1.28M	222.25K	234.5K	+22.47%
Mar 31, 2025	VANGUARD GROUP INC	55.81%	1.82M	298.37K	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	2.2%	71.57K	11.74K	-284.37K	-79.89%
Mar 31, 2025	XTX TOPCO LTD	0%	0	-	-204.37K	-100.00%
Mar 31, 2025		0%	0	-	-370.26K	-100.00%
Mar 31, 2025	BLACKROCK, INC.	11.71%	381.9K	62.67K	0	0
Mar 31, 2025	UBS GROUP AG	7.25%	236.28K	38.75K	235.83K	+51,603.06%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	6.13%	200K	32.82K	50K	+33.33%
Mar 31, 2025	SANDERS MORRIS HARRIS LLC	5.66%	184.5K	33.86K	0	0
Mar 31, 2025	ENGINEERS GATE MANAGER LP	0.89%	28.85K	4.73K	0	0
Mar 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.46%	15K	2.46K	0	0
Mar 31, 2025	ACT ADVISORS, LLC.	0.35%	11.47K	1.88K	11.47K	+100.00%
Mar 31, 2024	STRS OHIO	0.04%	46.5K	47K	-2.9K	-5.87%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	6.52%	7.52M	7.74M	2.08M	+38.14%
Mar 31, 2024	INGALLS & SNYDER LLC	0.01%	10K	10K	0	0
Mar 31, 2024	CITIGROUP INC	0.01%	6.9K	7.11K	1.03K	+17.52%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	4.84K	4.99M	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	2.5K	2K	2.5K	+100.00%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	1.91K	1.97M	0	0
Mar 31, 2024	AMALGAMATED BANK	0%	832	1K	-4.3K	-83.78%
Mar 31, 2024	FMR LLC	0%	721	743	-2.13K	-74.71%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	583	600	0	0
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	200	206	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	6	6	6	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0%	0	-	-21.44K	-100.00%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0%	0	-	-10.6K	-100.00%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0%	0	-	-17.03K	-100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	0	-	-171.07K	-100.00%
Mar 31, 2024	WARBERG ASSET MANAGEMENT LLC	0%	0	-	-13.4K	-100.00%
Mar 31, 2024	GLASSMAN WEALTH SERVICES	0%	0	-	-2K	-100.00%
Mar 31, 2024	INDEPENDENT FAMILY OFFICE, LLC	0%	0	-	-11K	-100.00%
Mar 31, 2024	STATE OF WYOMING	0%	0	-	-75.34K	-100.00%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.12%	143.76K	148.07K	18.74K	+14.99%
Mar 31, 2024	SANDERS MORRIS HARRIS LLC	0.11%	123K	126.69K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.01%	10.58K	10.9K	10.58K	+100.00%
Mar 31, 2024	BLACKROCK INC.	2.11%	2.43M	2.5M	-113.13K	-4.45%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	1.84%	2.12M	2.18M	-1.67M	-44.04%
Mar 31, 2024	VANGUARD GROUP INC	1.32%	1.52M	1.56M	-43.98K	-2.82%
Mar 31, 2024	EMFO, LLC	0.89%	1.02M	1.05M	15K	+1.49%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.79%	909.48K	936.84K	63.41K	+7.50%
Mar 31, 2024	STATE STREET CORP	0.59%	677.13K	697.44K	7.19K	+1.07%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.49%	565.52K	582K	296.94K	+110.56%
Mar 31, 2024	NORTHERN TRUST CORP	0.26%	304.77K	313.91K	-3.59K	-1.16%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.09%	104.73K	107.87K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.09%	101.35K	104.39K	5	0.00%
Mar 31, 2024	WELCH CAPITAL PARTNERS LLC/NY	0.09%	100.3K	103K	70.3K	+234.33%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.09%	98.01K	100.95K	-5.68K	-5.48%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.08%	87.35K	89.97K	-412.8K	-82.54%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.07%	83.81K	86.32K	83.81K	+100.00%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.07%	80.36K	82.77K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	10.25K	10.56K	2.26K	+28.24%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.01%	10K	10.3K	10K	+100.00%
Mar 31, 2024	LIDO ADVISORS, LLC	0.07%	75K	77.25K	75K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	68.69K	70.76K	0	0
Mar 31, 2024	MORGAN STANLEY	0.05%	52.13K	53.69K	-88.14K	-62.84%
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	50.23K	51.74K	24.1K	+92.20%
Mar 31, 2024	WALLEYE TRADING LLC	0.04%	47.14K	48.56K	8.6K	+22.33%
Mar 31, 2024	UBS GROUP AG	0.04%	45.41K	46.77K	941	+2.12%
Mar 31, 2024	RHUMBLINE ADVISERS	0.04%	43.68K	44.99K	314	+0.72%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.03%	38.8K	40K	-113.2K	-74.47%
Mar 31, 2024	MARINER, LLC	0.03%	34.07K	35.09K	34.07K	+100.00%
Mar 31, 2024	ENGINEERS GATE MANAGER LP	0.03%	29.55K	30.44K	-13.33K	-31.09%
Mar 31, 2024	BARCLAYS PLC	0.03%	29.19K	30K	-26.95K	-48.01%
Mar 31, 2024	XTX TOPCO LTD	0.02%	28.11K	28.95K	-82.64K	-74.62%
Mar 31, 2024	SLATESTONE WEALTH, LLC	0.02%	28.03K	29K	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.02%	25.47K	26K	-392.15K	-93.90%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.02%	24.1K	25K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.02%	21.32K	21.96K	-43.51K	-67.11%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.02%	20.44K	21.05K	159	+0.78%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.02%	20.14K	20.74K	0	0
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	19.02K	20K	-110	-0.58%
Mar 31, 2024	DEUTSCHE BANK AG\	0.02%	18.88K	19.45K	0	0
Mar 31, 2024	MARIETTA INVESTMENT PARTNERS LLC	0.01%	15K	15.45K	0	0
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.01%	15K	15.45K	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	0.01%	14.88K	15.33K	-81.43K	-84.55%
Mar 31, 2024	INVESCO LTD.	0.01%	13.44K	13.84K	-160	-1.18%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	12.38K	12.75K	-5.31K	-30.02%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	12.3K	12.66K	1.83K	+17.44%
Mar 31, 2024	TUTTLE CAPITAL MANAGEMENT, LLC	0.01%	11.87K	831	0	0
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.01%	11.08K	11.41K	11.08K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.02%	52.94K	74.64K	52.94K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.02%	56.13K	79K	48.94K	+680.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.02%	64.83K	91.42K	16.93K	+35.34%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	68.69K	96.86K	0	0
Dec 31, 2023	STATE OF WYOMING	0.02%	75.34K	106.23K	75.34K	+100.00%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.03%	80.36K	113.31K	309	+0.39%
Dec 31, 2023	JANE STREET GROUP, LLC	0.03%	96.31K	135.8K	-22.94K	-19.24%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.03%	101.34K	142.89K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.03%	103.69K	146.21K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.03%	104.73K	147.67K	0	0
Dec 31, 2023	XTX TOPCO LTD	0.04%	110.75K	156.16K	-17.01K	-13.31%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.04%	112.81K	159.06K	0	0
Dec 31, 2023	SANDERS MORRIS HARRIS LLC	0.04%	123K	167.73K	0	0
Dec 31, 2023	SQUAREPOINT OPS LLC	0.04%	125.03K	176.29K	93.71K	+299.19%
Dec 31, 2023	MORGAN STANLEY	0.04%	140.27K	197.78K	109.32K	+353.30%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.05%	152K	214K	-210.79K	-58.10%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.05%	171.07K	241.21K	14.02K	+8.93%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.09%	268.59K	379K	169.14K	+170.08%
Dec 31, 2023	NORTHERN TRUST CORP	0.1%	308.36K	434.79K	-12.63K	-3.93%
Dec 31, 2023	HRT FINANCIAL LP	0.13%	417.62K	588K	-1.9K	-0.45%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.16%	500.14K	705.2K	-255.98K	-33.85%
Dec 31, 2023	STATE STREET CORP	0.21%	669.93K	944.6K	19.03K	+2.92%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.27%	846.06K	1.19M	45.13K	+5.63%
Dec 31, 2023	EMFO, LLC	0.32%	1.01M	1.42M	2.12K	+0.21%
Dec 31, 2023	VANGUARD GROUP INC	0.5%	1.56M	2.2M	-1.02M	-39.45%
Dec 31, 2023	BLACKROCK INC.	0.81%	2.54M	3.59M	161.21K	+6.76%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0.63%	1.96M	2.76M	0	0
Dec 31, 2023	JANUS HENDERSON GROUP PLC	1.21%	3.78M	5.34M	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.74%	5.44M	7.67M	1.63K	+0.03%
Dec 31, 2023	WARBERG ASSET MANAGEMENT LLC	0%	13.4K	18.89M	1.4K	+11.67%
Dec 31, 2023	INVESCO LTD.	0%	13.6K	19.17K	-2.65K	-16.31%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0%	15K	21.15K	15K	+100.00%
Dec 31, 2023	MARIETTA INVESTMENT PARTNERS LLC	0%	15K	21.15K	0	0
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.01%	17.03K	24.01K	0	0
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	17.68K	24.93K	17.68K	+100.00%
Dec 31, 2023	DEUTSCHE BANK AG\	0.01%	18.88K	26.62K	-25.02K	-56.99%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	19.13K	27K	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.01%	20.14K	28.4K	0	0
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.01%	20.28K	28.59K	-81	-0.40%
Dec 31, 2023	OPPENHEIMER & CO INC	0.01%	21.44K	30.23K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.01%	24.1K	34K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	26.14K	36.85K	305	+1.18%
Dec 31, 2023	SLATESTONE WEALTH, LLC	0.01%	28.03K	40K	28.03K	+100.00%
Dec 31, 2023	WELCH CAPITAL PARTNERS LLC/NY	0.01%	30K	42K	30K	+100.00%
Dec 31, 2023	WALLEYE TRADING LLC	0.01%	38.54K	54.34K	0	0
Dec 31, 2023	ENGINEERS GATE MANAGER LP	0.01%	42.89K	60.47K	7.74K	+22.02%
Dec 31, 2023	RHUMBLINE ADVISERS	0.01%	43.37K	61.14K	952	+2.24%
Dec 31, 2023	UBS GROUP AG	0.01%	44.47K	62.7K	9.02K	+25.43%
Dec 31, 2023	STRS OHIO	0.02%	49.4K	69K	0	0

Insiders

Among the PIII insiders holding of 62.43% of the stake in company, LEAVITT LEGACY, LLC, 10 percent owner, holds the largest shares of 7.97M. BALKIN MICHAEL, 10 percent owner, is the second largest PIII insider with ownership of 7.55M shares. CHICAGO PACIFIC FOUNDERS UGP III, LLC, 10 percent owner, stands third with possession of 1.43M shares of that stake.

Insiders	Designation	Shares Held
LEAVITT LEGACY, LLC	10 percent owner	7.97M
BALKIN MICHAEL	10 percent owner	7.55M
CHICAGO PACIFIC FOUNDERS UGP III, LLC	10 percent owner	1.43M
CHICAGO PACIFIC FOUNDERS UGP, LLC	10 percent owner	966.25K
FORESIGHT SPONSOR GROUP, LLC	10 percent owner	682.5K
WASSON GREGORY D		682.5K
MARXE AUSTIN W & GREENHOUSE DAVID M	10 percent owner	336.01K
ABDOU SHERIF	Chief Executive Officer	108.23K
KAVTHEKAR ATUL	Chief Financial Officer	18.87K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 04, 2025	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	10.34	1.43M	14.77M	1.43M
Dec 12, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.21	71.41M	15.26M	71.41M
Sep 13, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.50	80K	39.95K	77.19M
Sep 12, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.52	80K	41.6K	77.11M
Sep 11, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.56	80K	44.73K	77.03M
Sep 10, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.52	80K	41.22K	76.95M
Sep 09, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.53	80K	42.67K	76.87M
Sep 06, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.49	80K	39.18K	76.79M
Sep 05, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.49	80K	39.3K	76.71M
Sep 04, 2024	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	0.49	80K	39.06K	76.63M
May 24, 2024	LEAVITT LEGACY, LLC	PURCHASE	0.50	7.97M	4M	7.97M
Sep 14, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.52	90K	227.14K	50.12M
Sep 13, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.65	90K	238.22K	50.03M
Sep 12, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.63	90K	236.52K	49.94M
Sep 11, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.34	90K	210.22K	49.85M
Sep 07, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.06	90K	185.32K	49.76M
Sep 06, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.13	90K	191.52K	49.67M
Sep 05, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.02	90K	181.8K	49.58M
Sep 01, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.07	90K	186.57K	49.49M
Aug 31, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	2.10	90K	189K	49.4M
Aug 30, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	1.83	90K	164.83K	49.31M
Aug 29, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	1.70	90K	153.17K	49.22M
Aug 28, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	1.39	90K	125.15K	49.13M
Aug 25, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	1.44	90K	129.38K	49.04M
Aug 24, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	1.50	90K	135.02K	48.95M
Jun 01, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	4.00	21.85K	87.31K	48.88M
May 31, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.98	73.97K	294.33K	48.86M
May 30, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.75	65.86K	246.82K	48.78M
May 26, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.90	90K	351K	48.72M
May 25, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	4.00	90K	359.72K	48.63M
May 24, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.93	50.42K	198.18K	48.69M
May 23, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.91	106.99K	418.04K	48.64M
May 22, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.94	73.01K	287.64K	48.54M
May 19, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.50	90K	314.62K	48.46M
May 18, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.30	90K	296.99K	48.37M
May 17, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.50	90K	314.62K	48.28M
May 16, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.24	90K	291.75K	48.19M
May 15, 2023	KAVTHEKAR ATUL	PURCHASE	2.65	18.87K	50K	18.87K
May 15, 2023	CHICAGO PACIFIC FOUNDERS UGP III, LLC	PURCHASE	3.01	90K	270.81K	48.1M
May 12, 2023	ABDOU SHERIF	PURCHASE	2.63	108.23K	284.45K	108.23K
Apr 06, 2023	CHICAGO PACIFIC FOUNDERS UGP, LLC	PURCHASE	0.00	966.25K	96.63	966.25K
Dec 13, 2022	CHICAGO PACIFIC FOUNDERS UGP, LLC	PURCHASE	0.00	429.18K	-	429.18K
Jan 28, 2022	BALKIN MICHAEL	PURCHASE	4.83	15K	72.45K	7.55M
Jan 19, 2022	BALKIN MICHAEL	PURCHASE	5.10	4.24K	21.62K	7.53M
Feb 12, 2021	BALKIN MICHAEL	PURCHASE	10.00	682.5K	6.83M	682.5K
Feb 12, 2021	FORESIGHT SPONSOR GROUP, LLC	PURCHASE	10.00	682.5K	6.83M	682.5K
Feb 12, 2021	WASSON GREGORY D	PURCHASE	10.00	682.5K	6.83M	682.5K
Jul 10, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	3.40	16	54.4	336.01K
Jul 09, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	3.40	480	1.63K	336.03K
Jul 03, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	3.64	1.33K	4.82K	335.52K
Jul 02, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	3.44	1.7K	5.84K	334.19K
Jun 27, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	3.45	300	1.04K	332.49K
Jun 26, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	3.39	9K	30.55K	332.19K
May 15, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	4.00	1.82K	7.27K	323.19K
Apr 22, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	SALE	0.47	5K	2.35K	3.2M
Apr 11, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	SALE	0.49	600	294	3.21M
Apr 09, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	SALE	0.49	965	470.53	3.21M
Apr 08, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	SALE	0.51	80.37K	41.34K	3.21M
Apr 07, 2008	MARXE AUSTIN W & GREENHOUSE DAVID M	SALE	0.58	9.46K	5.48K	3.29M
Jan 11, 2007	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	0.89	105.5K	94.01K	3.3M
Jan 09, 2007	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	0.92	49.3K	45.31K	3.19M
Dec 28, 2006	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	0.95	46.5K	44.18K	3.14M
Dec 26, 2006	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	0.95	6.6K	6.27K	3.1M
Dec 22, 2006	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	0.95	16.4K	15.58K	3.09M
Dec 20, 2006	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	1.01	256.6K	259.55K	3.07M
Dec 15, 2006	MARXE AUSTIN W & GREENHOUSE DAVID M	PURCHASE	1.00	76.12K	76.12K	2.82M

Frequently Asked Questions