| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| StepStone Group Inc. | 10%+ Owner | Class A Common Stock | 5,018,044 | $144,519,667 | $28.8 | 27 Oct 2021 | Direct |
| BOK FINANCIAL CORP | Director | Common Stock | 31,785 | $3,489,993 | $109.8 | 01 Dec 2025 | Robert A. Waldo Revocable Trust |
| Excelerate Energy, Inc. | Director | Class A Common Stock | 20,833 | $337,911 | $16.22 | 18 Apr 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BOKF | BOK FINANCIAL CORP | 01 Dec 2025 | 1 | $0 | 4 | Director | 03 Dec 2025, 15:03 |
| BOKF | BOK FINANCIAL CORP | 14 Jul 2025 | 1 | $19,950 | 4 | Director | 16 Jul 2025, 15:39 |
| BOKF | BOK FINANCIAL CORP | 29 Apr 2025 | 0 | $0 | 3 | Director | 08 May 2025, 16:40 |
| EE | Excelerate Energy, Inc. | 18 Apr 2022 | 1 | $499,992 | 4 | Director | 20 Apr 2022, 16:16 |
| EE | Excelerate Energy, Inc. | 12 Apr 2022 | 0 | $0 | 3 | Director | 12 Apr 2022, 20:51 |
| STEP | StepStone Group Inc. | 27 Oct 2021 | 1 | -$57,274 | 4 | 10%+ Owner | 27 Oct 2021, 18:25 |
| STEP | StepStone Group Inc. | 25 Oct 2021 | 2 | -$1,654,183 | 4 | 10%+ Owner | 26 Oct 2021, 18:43 |