| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Evercore Inc. | Director | Shares of Class A common stock, par value $0.01 per share | 12,278 | $2,425,887 | $197.58 | 11 Jun 2025 | Direct |
| Evercore Inc. | Director | Shares of Class A common stock, par value $0.01 per share | 11,751 | $2,116,414 | $180.10 | 18 Jun 2024 | Direct |
| Ethos Technologies Inc. | Director | Class A Common Stock | 271,025 | 30 Jan 2026 | Direct | ||
| Athene Holding Ltd | President | Class A Common Shares | 0 | $78.71 | 01 Jan 2022 | Direct | |
| Athene Holding Ltd | President | Performance-Based Restricted Stock Units | 0 | 01 Jan 2022 | Direct | ||
| Athene Holding Ltd | President | Employee Stock Option (Right to Buy) | 0 | 01 Jan 2022 | Direct | ||
| Athene Holding Ltd | President | Time-Based Restricted Stock Units | 0 | 01 Jan 2022 | Direct | ||
| Athene Holding Ltd | President | Warrants (Right to Buy) | 0 | 01 Jan 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LIFE | Ethos Technologies Inc. | 30 Jan 2026 | 1 | +$4,949,975 | 4 | Director | 30 Jan 2026, 20:49 |
| LIFE | Ethos Technologies Inc. | 28 Jan 2026 | 0 | $0 | 3 | Director | 28 Jan 2026, 20:30 |
| EVR | Evercore Inc. | 11 Jun 2025 | 1 | $0 | 4 | Director | 12 Jun 2025, 17:01 |
| EVR | Evercore Inc. | 18 Jun 2024 | 1 | $0 | 4 | Director | 20 Jun 2024, 16:21 |
| EVR | Evercore Inc. | 15 Jun 2023 | 1 | $0 | 4 | Director | 16 Jun 2023, 16:26 |
| EVR | Evercore Inc. | 16 Jun 2022 | 1 | $0 | 4 | Director | 21 Jun 2022, 17:14 |
| ATH-PA | Athene Holding Ltd | 01 Jan 2022 | 18 | $0 | 4 | President | 03 Jan 2022, 16:12 |
| EVR | Evercore Inc. | 17 Jun 2021 | 1 | $0 | 4 | Director | 21 Jun 2021, 17:30 |