Key facts
- TULP - BLOOMIA HOLDINGS, INC. has 14 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 28 May 2025.
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Insiders: 0
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Shares: 0
Insiders: 0
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Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| AIR T INC |
13D/G
|
34%
|
$6,517,372
1,605,264 shares
|
+$4,540,887 | 02 Apr 2026 |
| Blue Clay Capital Partners LP |
13D/G
BCCM Advisors, LLC
|
10%
|
$2,013,346
495,898 shares
|
+$1,376,210 | 02 Apr 2026 |
| MORGAN STANLEY |
13D/G
13F
Company
|
5.9%
|
$1,143,479
280,953 shares
|
+$173,117 | 30 Apr 2026 |
| Nicholas J. Swenson |
3/4/5
Director, 10%+ Owner
|
19%
|
$3,143,452
911,146 shares
|
— | 02 Apr 2026 |
| Daniel C. Philp |
3/4/5
Co-CEO, Director
|
1.8%
|
$293,905
85,190 shares
|
— | 01 Apr 2026 |
| Chad Bruce Johnson |
3/4/5
Director
|
0.31%
|
$50,587
14,663 shares
|
— | 31 Dec 2025 |
| Mary Herfurth |
3/4/5
Director
|
0.25%
|
$40,692
11,795 shares
|
— | 31 Dec 2025 |
| Matthew Kelly |
3/4/5
Director
|
0.19%
|
$31,436
9,112 shares
|
— | 31 Dec 2025 |
| Mark Jundt |
3/4/5
Co-CEO, Director
|
0.13%
|
$21,496
6,231 shares
|
— | 01 Apr 2026 |
| Elizabeth E. McShane |
3/4/5
Chief Financial Officer
|
0.1%
|
$16,946
4,912 shares
|
— | 01 Apr 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
0.61%
|
$114,989
29,185 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.42%
|
$78,787
19,997 shares
|
— | 31 Mar 2026 |
| VANGUARD FIDUCIARY TRUST CO |
13F
Company
|
0.29%
|
$53,809
13,657 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
0.26%
|
$48,289
12,256 shares
|
— | 31 Mar 2026 |
| UBS Group AG |
13F
Company
|
0.08%
|
$14,078
3,573 shares
|
— | 31 Mar 2026 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.05%
|
$8,668
2,200 shares
|
— | 31 Mar 2026 |
| Kristine A. Glancy |
3/4/5
President & CEO, Director
|
—
class O/S missing
|
$848,213
36,751 shares
|
— | 31 Dec 2021 |
| Adam D. May |
3/4/5
CHIEF GROWTH OFFICER
|
—
class O/S missing
|
$329,813
14,290 shares
|
— | 31 Dec 2021 |
| Zackery Weber |
3/4/5
Sr Dir Fin Plng-Interim PAO
|
—
class O/S missing
|
$189,948
8,230 shares
|
— | 31 Dec 2021 |
| Jacob J. Berning |
3/4/5
Director
|
—
class O/S missing
|
$54,172
11,751 shares
|
— | 30 Jun 2023 |
| Loren A. Unterseher |
3/4/5
Director
|
—
class O/S missing
|
$49,009
10,631 shares
|
— | 30 Sep 2023 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Nicholas J. Swenson | Director, 10%+ Owner | $3,143,452 | Mixed | 02 Apr 2026 | ||
| Kristine A. Glancy | President & CEO, Director | $848,213 | Mixed | 31 Dec 2021 | ||
| Adam D. May | Chief Growth Officer | $329,813 | Mixed | 31 Dec 2021 | ||
| Daniel C. Philp | Co-CEO, Director | $293,905 | Mixed | 01 Apr 2026 | ||
| Zackery Weber | Sr Dir Fin Plng-Interim PAO | $189,948 | Mixed | 31 Dec 2021 | ||
| Jacob J. Berning | Director | $54,172 | Mixed | 30 Jun 2023 | ||
| Chad Bruce Johnson | Director | $50,587 | Mixed | 31 Dec 2025 | ||
| Loren A. Unterseher | Director | $49,009 | Mixed | 30 Sep 2023 | ||
| Mary Herfurth | Director | $40,692 | Mixed | 31 Dec 2025 | ||
| Matthew Kelly | Director | $31,436 | Mixed | 31 Dec 2025 | ||
| Mark Jundt | Co-CEO, Director | $21,496 | Mixed | 01 Apr 2026 | ||
| Elizabeth E. McShane | Chief Financial Officer | $16,946 | Mixed | 01 Apr 2026 | ||
| Randy D. Uglem | Sr Vice President of Lending | Mixed | 31 Mar 2023 | |||
| Werner F. Jansen | CEO & President of subsidiary | Mixed | 22 Feb 2024 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Nicholas J. Swenson | TULP | Common Stock | Exercise of in-the-money or at-the-money derivative security | 499.6% | 696,690 | 836,134 | 02 Apr 2026 | AO Partners I, L.P. | ||
| Nicholas J. Swenson | TULP | Subscription Rights (right to buy) | Exercise of in-the-money or at-the-money derivative security | -100% | -696,690 | 0 | 02 Apr 2026 | Direct | ||
| Elizabeth E. McShane | TULP | Common Stock, par value $0.01 per share | Exercise of out-of-the-money derivative security | 2122.6% | 4,691 | 4,912 | 01 Apr 2026 | Direct | ||
| Elizabeth E. McShane | TULP | Subscription Rights (right to buy) | Exercise of out-of-the-money derivative security | -100% | -2,172 | 0 | 01 Apr 2026 | Direct | ||
| Mark Jundt | TULP | Common Stock, par value $0.01 per share | Exercise of out-of-the-money derivative security | 146.5% | 3,703 | 6,231 | 01 Apr 2026 | Direct | ||
| Mark Jundt | TULP | Subscription Rights (right to buy) | Exercise of out-of-the-money derivative security | -100% | -1,714 | 0 | 01 Apr 2026 | Direct | ||
| Daniel C. Philp | TULP | Common Stock, par value $0.01 per share | Exercise of out-of-the-money derivative security | 40.8% | 24,691 | 85,190 | 01 Apr 2026 | Direct | ||
| Daniel C. Philp | TULP | Subscription Rights (right to buy) | Exercise of out-of-the-money derivative security | -100% | -11,431 | 0 | 01 Apr 2026 | Direct | ||
| Nicholas J. Swenson | LDWY | Common Stock Equivalent | Award | 13.7% | 1,594 | 13,191 | 31 Dec 2025 | Direct | ||
| Mark Jundt | LDWY | Common Stock | Other | 129.8% | 1,428 | 2,528 | 31 Dec 2025 | Direct | ||
| Daniel C. Philp | LDWY | Common Stock | Other | 2.42% | 1,428 | 60,499 | 31 Dec 2025 | Direct | ||
| Elizabeth E. McShane | LDWY | Common Stock | Other | 221 | 221 | 31 Dec 2025 | Direct | |||
| Matthew Kelly | LDWY | Common Stock Equivalents | Award | 15.6% | 1,231 | 9,112 | 31 Dec 2025 | Direct | ||
| Chad Bruce Johnson | LDWY | Common Stock Equivalent | Award | 9.16% | 1,231 | 14,663 | 31 Dec 2025 | Direct | ||
| Mary Herfurth | LDWY | Common Stock Equivalent | Award | 15.6% | 1,594 | 11,795 | 31 Dec 2025 | Direct | ||
| Nicholas J. Swenson | LDWY | Common Stock Equivalent | Award | 9.52% | 1,008 | 11,597 | 30 Sep 2025 | Direct | ||
| Matthew Kelly | LDWY | Common Stock Equivalent | Award | 11% | 779 | 7,881 | 30 Sep 2025 | Direct | ||
| Chad Bruce Johnson | LDWY | Common Stock Equivalent | Award | 6.16% | 779 | 13,432 | 30 Sep 2025 | Direct | ||
| Mary Herfurth | LDWY | Common Stock Equivalent | Award | 11% | 1,008 | 10,201 | 30 Sep 2025 | Direct | ||
| Matthew Kelly | LDWY | Common Stock Equivalent | Award | 13.5% | 844 | 7,102 | 30 Jun 2025 | Direct | ||
| Chad Bruce Johnson | LDWY | Common Stock Equivalent | Award | 7.15% | 844 | 12,653 | 30 Jun 2025 | Direct | ||
| Mary Herfurth | LDWY | Common Stock Equivalent | Award | 13.5% | 1,093 | 9,193 | 30 Jun 2025 | Direct | ||
| Nicholas J. Swenson | LDWY | Common Stock Equivalent | Award | 11.5% | 1,093 | 10,589 | 30 Jun 2025 | Direct |