Form
SCHEDULE 13D
Active or control-oriented beneficial ownership filing.
Form
Active or control-oriented beneficial ownership filing.
Ownership
Beneficial ownership of this reported class.
Shares
Shares beneficially owned as disclosed.
Event date
Date tied to the ownership event or amendment.
Accepted by SEC
EDGAR acceptance date.
Key filing fact
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Stephens Investments Holdings LLC | 2.3% | 560,756 | 560,756 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | 0001421836 |
| Stephens Inc. | 0.5% | 116,205 | 82,430 | 33,775 | /s/ Todd Ferguson | Senior Vice President | |
| Harriet C. Stephens Trust | 1.1% | 262,852 | 262,852 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Curtis F. Bradbury, Jr. | 0.8% | 195,194 | 195,194 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Douglas H. Martin | 0.7% | 184,486 | 177,347 | 7,139 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Warren A. Stephens | 9.6% | 2,383,204 | 1,674,791 | 708,413 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Harriet C. Stephens | 2.7% | 674,638 | 674,638 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Harriet and Warren Stephens Family Foundation | 0% | 11,000 | 11,000 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Miles A. Stephens WAS Grantor Trust | 0.5% | 128,450 | 128,450 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| John C. Stephens WAS Grantor Trust | 0% | 128,450 | 128,450 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Laura W. Stephens WAS Grantor Trust | 0.5% | 128,450 | 128,450 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Paula W. & John P. Calhoun Family Trust - JCS | 0.5% | 113,734 | 113,734 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Paula W. & John P. Calhoun Family Trust - LWS | 0.5% | 113,734 | 113,734 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Warren Miles Amerine Stephens | 4.9% | 1,225,428 | 997,960 | 227,468 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| John Calhoun Stephens | 4.4% | 1,089,075 | 861,607 | 227,468 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Laura Whitaker Stephens | 2.8% | 688,255 | 460,787 | 227,468 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| John Calhoun Stephens Family Trust One | 0.6% | 143,333 | 143,333 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Laura Whitaker Stephens Family Trust One | 0.6% | 143,333 | 143,333 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person | |
| Warren A. Stephens Trust | 3% | 746,605 | 746,605 | 0 | /s/ Todd Ferguson | Todd Ferguson, attorney in fact for reporting person |
CIK / CUSIP context first