| Mark & Robyn Jones Descendants Trust 2014CEO, Director · 692 transactions | — | 10.57M†as of May 2021 | — | — | 4.41M |
| Jones Mark Evan +2 co-filersDirector, 10% owner, Member of 10% owner group, CEO, 10% owner, Member of 10% owner group · 4 transactions | — | 9.92M†as of Nov 2023 | — | — | 15.0K |
| Camille Lavaun Peterson Family Trust 2014 +2 co-filersCEO, 10% owner, Member of 10% owner group, Director, 10% owner, Member of 10% owner group · 3 transactions | — | 9.90M†as of Nov 2023 | — | — | 15.0K |
| Desiree Robyn Coleman Family Trust 2014 +2 co-filersCEO, 10% owner, Member of 10% owner group, Director, 10% owner, Member of 10% owner group · 8 transactions | — | 9.90M†as of Nov 2023 | — | — | 19.0K |
| Jones Mark Evan +2 co-filersDirector, 10% owner, Member of 10% owner group, CEO, 10% owner, Member of 10% owner group · 4 transactions | — | 9.90M†as of Nov 2023 | — | — | 15.0K |
| Adrienne Morgan Jones Family Trust 2014 +2 co-filersCEO, 10% owner, Member of 10% owner group, Director, 10% owner, Member of 10% owner group · 4 transactions | — | 9.89M†as of Nov 2023 | — | — | 15.0K |
| Jones Mark Evan +2 co-filersDirector, 10% owner, Member of 10% owner group, CEO, 10% owner, Member of 10% owner group · 3 transactions | — | 9.89M†as of Nov 2023 | — | — | 15.0K |
| Jones Robyn Mary ElizabethDirector, 10% owner, Member of 10% owner group · 779 transactions | — | 9.43M†as of May 2025 | 17.87M | — | 4.84M |
| Jones Mark EvanExecutive Chairman, Director, 10% owner, Member of 10% owner group · 908 transactions | — | 8.73M† | 18.18M | — | 5.19M |
| Colby Michael C.President and COO · 372 transactions | — | 3.52M†as of Mar 2022 | 2.21M | — | 1.07M |
| Jones Mark Evan +2 co-filersExecutive Chairman, Director, 10% owner, Member of 10% owner group, Director, 10% owner, Member of 10% owner group, 10% owner, Member of 10% owner group · 616 transactions | — | 2.01M† | — | — | 3.57M |
| Jones AdrienneReporting owner · 18 transactions | — | 949.7K†as of Aug 2022 | — | — | 39.3K |
| Jones Serena +1 co-filer10% owner, Member of 10% owner group · 2 transactions | — | 783.8K†as of Jun 2023 | — | — | — |
| Colby 2014 Family Trust10% owner · 26 transactions | — | 756.3K†as of May 2021 | — | — | 160.0K |
| Jones Serena10% owner, Member of 10% owner group · 180 transactions | — | 711.0K†as of Aug 2023 | — | — | 406.2K |
| Alexandra Nicole Rogers Trust +6 co-filers10% owner, Member of 10% owner group · 10 transactions | — | 702.4K†as of Aug 2025 | — | — | — |
| Jones Serena +1 co-filer10% owner, Member of 10% owner group · 22 transactions | — | 652.8K† | — | — | 57.8K |
| McConnon ThomasDirector · 11 transactions | — | 610.0K† | — | 159.3K | 274.7K |
| Chick & The Bear Irrevocable Trust +1 co-filer10% owner, Member of 10% owner group · 3 transactions | — | 353.0K†as of Nov 2023 | — | — | 15.0K |
| Kebodeaux Adrienne10% owner, Member of 10% owner group · 19 transactions | — | 331.6K† | — | — | 102.7K |
| Desiree Robyn Coleman Family Trust 2014Reporting owner · 4 transactions | — | 295.8K†as of May 2020 | — | — | 1.9K |
| Camille Lavaun Peterson Family Trust 2014Reporting owner · 4 transactions | — | 290.4K†as of May 2020 | — | — | 7.3K |
| Langston Lindy10% owner, Member of 10% owner group · 56 transactions | — | 283.2K†as of May 2025 | 6.0K | — | 119.7K |
| Lanni Elaine Romney Family Trust 2014Reporting owner · 4 transactions | — | 281.8K†as of May 2020 | — | — | 18.2K |
| Romney Lanni10% owner, Member of 10% owner group · 109 transactions | — | 269.0K†as of Nov 2023 | — | — | 147.1K |
| Peterson Camille10% owner, Member of 10% owner group · 81 transactions | — | 258.5K†as of Nov 2023 | — | — | 142.2K |
| Langston Lindy +1 co-filer10% owner, Member of 10% owner group · 10 transactions | — | 224.5K†as of Dec 2023 | — | — | 10.0K |
| Coleman Desiree10% owner, Member of 10% owner group · 155 transactions | — | 202.5K†as of Feb 2024 | — | — | 315.4K |
| Lanni Romney Spousal Lifetime Access Trust +1 co-filer10% owner, Member of 10% owner group · 3 transactions | — | 180.3K†as of Nov 2023 | — | — | 15.0K |
| Moxley Michael PatrickVP of Service Delivery · 22 transactions | — | 94.5K†as of May 2021 | 37.1K | — | 11.8K |
| Nathan Romney 2021 Family TrustReporting owner · 1 transaction | — | 82.5Kas of Mar 2021 | — | — | — |
| Ryan Langston 2021 Family TrustReporting owner · 1 transaction | — | 82.5Kas of Mar 2021 | — | — | — |
| Colby MatthewVice President of Agency Sales · 13 transactions | — | 80.9K†as of Nov 2020 | — | — | 7.5K |
| Olsen TedManaging Director · 10 transactions | — | 58.4K†as of Jan 2021 | 8.3K | — | 15.1K |
| Colby Mark S.CFO · 110 transactions | — | 45.9K†as of Dec 2021 | 88.7K | 1.5K | 144.6K |
| Preston Michael Colby 2014 Trust10% owner · 3 transactions | — | 43.2K†as of Nov 2020 | — | — | 4.3K |
| Miller MarkPresident and CEO, Director · 35 transactions | — | 40.0K | 121.6K | 40.0K | 121.6K |
| Lyla Kate Colby 2014 Trust10% owner · 3 transactions | — | 38.9K†as of Nov 2020 | — | — | 4.3K |
| Lane Peter R.Director · 8 transactions | — | 14.3Kas of Nov 2020 | 50.0K | — | 50.0K |
| Burbank-Ach AmberReporting owner · 1 transaction | — | 9.7Kas of May 2021 | — | — | 700 |
| Cruzado WadedDirector · 6 transactions | — | 9.1Kas of Feb 2025 | 8.8K | 343 | 8.4K |
| Langston Patrick Ryan10% owner, Member of 10% owner group · 69 transactions | — | 7.8K | 177.4K | 2.8K | 269.3K |
| Jones Mark E. Jr.President & COO, 10% owner, Member of 10% owner group · 86 transactions | — | 7.0K | — | 7.0K | 208.5K |
| Goldberg LouisDirector · 1 transaction | — | 5.6K | — | 5.6K | — |
| Langston Patrick Ryan +1 co-filer10% owner, Member of 10% owner group, Chief Legal Officer, 10% owner, Member of 10% owner group · 10 transactions | — | 5.0K†as of Dec 2023 | — | — | 10.0K |
| Martin John ArthurChief Financial Officer · 1 transaction | — | 5.0K | — | 5.0K | — |
| Thornthwaite Martin EllisGeneral Counsel · 1 transaction | — | 5.0K | — | 5.0K | — |
| O'Connor John TerryGeneral Counsel · 4 transactions | — | 3.1K | 2.5K | 3.1K | 2.5K |
| Burks DrewChief Information Officer · 7 transactions | — | 39as of May 2021 | 5.5K | 39 | 5.5K |
| Reid JamesDirector · 33 transactions | — | 0as of Aug 2021 | 60.0K | — | 61.6K |
| Delavan GaryVP of Corporate Sales · 10 transactions | — | 0as of Apr 2021 | 11.4K | 921 | 11.4K |