Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001578732.
Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
Disclosed value leader
George M. Marcus
Comparable rows
50/50
Latest evidence
08 May 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
6.8%
|
$68,529,317
2,577,259 shares
|
$0 | 31 Mar 2026 |
| PZENA INVESTMENT MANAGEMENT LLC |
13D/G
13F
Company
|
5.3%
|
$53,519,368
2,012,763 shares
|
$0 | 31 Mar 2026 |
| ROYCE & ASSOCIATES LP |
13D/G
13F
Company
|
4.5%
|
$54,088,521
1,757,833 shares
|
$0 | 31 Mar 2025 |
| George M. Marcus |
3/4/5
Director, 10%+ Owner
|
37%
|
$376,629,109
14,164,314 shares
|
— | 30 Apr 2026 |
| John David Parker |
3/4/5
EVP & COO
|
0.11%
|
$1,588,292
41,462 shares
mixed-class rows
|
— | 08 May 2026 |
| Nicholas F. McClanahan |
3/4/5
Director
|
0.1%
|
$963,594
36,239 shares
|
— | 30 Apr 2026 |
| Norma J. Lawrence |
3/4/5
Director
|
0.09%
|
$862,658
32,443 shares
|
— | 30 Apr 2026 |
| George T. Shaheen |
3/4/5
Director
|
0.08%
|
$777,465
29,239 shares
|
— | 30 Apr 2026 |
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.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$1,433.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 500 | $0 | $15,192 | -$15,192 |
| 3-6 | 0 | 1,300 | $0 | $33,280 | -$33,280 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 1,701 | 0 | $49,905 | $0 | +$49,905 |
Reporting owners
Showing 1-15 of 15 reporting-owner rows connected to Marcus & Millichap, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Phoenix Investments Holdings LLC | 10%+ Owner | $446,358,163 | Mixed | 16 Jul 2021 | ||
| George M. Marcus | Director, 10%+ Owner | $376,629,109 | Mixed | 30 Apr 2026 | ||
| Hessam Nadji | Chief Executive Officer, Director | $10,019,606 | -$48,473 | -0.48% | Mixed | 10 Jun 2026 |
| John David Parker | Evp & Coo | $1,588,292 | Mixed | 08 May 2026 | ||
| Steven F. DeGennaro | EVP and CFO | $1,329,083 | Mixed | 10 Mar 2026 | ||
| Nicholas F. McClanahan | Director | $963,594 | Mixed | 30 Apr 2026 | ||
| Richard D. Matricaria | EVP & COO - Western Division | $940,852 | Mixed | 10 Mar 2025 | ||
| Norma J. Lawrence | Director | $862,658 | Mixed | 30 Apr 2026 | ||
| George T. Shaheen | Director | $777,465 | Mixed | 30 Apr 2026 | ||
| Don C. Watters | Director | $644,514 | Mixed | 30 Apr 2026 | ||
| Gregory A. LaBerge | SVP & Chief Client Officer | $573,758 | Mixed | 10 Mar 2026 | ||
| Lauralee E. Martin | Director | $543,127 | +$49,905 | +10% | Mixed | 30 Apr 2026 |
| Collete English Dixon | Director | $330,300 | Mixed | 30 Apr 2026 | ||
| Kurt H. Schwarz | Chief Accounting Officer | $330,019 | Mixed | 10 Mar 2025 | ||
| Fabrice de Bosschere | Chief Accounting Officer | $63,226 | Mixed | 04 May 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Hessam Nadji | MMI | Common Stock | Sale | -51% | $15,192 | $30.38 | -500 | 480 | 11 Jun 2026 | By: Son |
| Hessam Nadji | MMI | Common Stock | Gift | 104.2% | 500 | 980 | 10 Jun 2026 | By: Son | ||
| Hessam Nadji | MMI | Common Stock | Gift | -1.47% | -4,500 | 300,927 | 10 Jun 2026 | Direct | ||
| John David Parker | MMI | Common Stock | Tax liability | -2.4% | -1,021 | 41,462 | 08 May 2026 | Direct | ||
| John David Parker | MMI | Common Stock | Options Exercise | 4.94% | 2,000 | 42,483 | 08 May 2026 | Direct | ||
| John David Parker | MMI | Restricted Stock Units | Options Exercise | -100% | -2,000 | 0 | 08 May 2026 | Direct | ||
| John David Parker | MMI | Restricted Stock Units | Award | 20,000 | 20,000 | 04 May 2026 | Direct | |||
| Fabrice de Bosschere | MMI | Restricted Stock Units | Award | 7,500 | 7,500 | 04 May 2026 | Direct | |||
| Lauralee E. Martin | MMI | Common Stock | Award | 15.2% | 2,698 | 20,426 | 30 Apr 2026 | Direct | ||
| George M. Marcus | MMI | Common Stock | Award | 8.04% | 2,698 | 36,239 | 30 Apr 2026 | Direct | ||
| Don C. Watters | MMI | Common Stock | Award | 20.4% | 2,698 | 15,902 | 30 Apr 2026 | Direct | ||
| George T. Shaheen | MMI | Common Stock | Award | 10.9% | 2,698 | 27,439 | 30 Apr 2026 | Direct | ||
| Norma J. Lawrence | MMI | Common Stock | Award | 109.2% | 2,698 | 5,169 | 30 Apr 2026 | Direct | ||
| Nicholas F. McClanahan | MMI | Common Stock | Award | 56.5% | 2,698 | 7,472 | 30 Apr 2026 | Direct | ||
| Collete English Dixon | MMI | Common Stock | Award | 27.8% | 2,698 | 12,422 | 30 Apr 2026 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Sale | -73% | $33,280 | $25.60 | -1,300 | 480 | 13 Mar 2026 | By son |
| Hessam Nadji | MMI | Common Stock | Gift | -0.42% | -1,300 | 305,427 | 12 Mar 2026 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Gift | -1.82% | -5,700 | 306,727 | 11 Mar 2026 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Tax liability | -12.8% | -41,112 | 279,526 | 10 Mar 2026 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Options Exercise | 33.7% | 81,115 | 321,753 | 10 Mar 2026 | Direct | ||
| Hessam Nadji | MMI | Restricted Stock Units | Options Exercise | -100% | -81,115 | 0 | 10 Mar 2026 | Direct | ||
| John David Parker | MMI | Common Stock | Tax liability | -29.1% | -12,140 | 29,586 | 10 Mar 2026 | Direct | ||
| John David Parker | MMI | Common Stock | Options Exercise | 124.1% | 24,201 | 43,701 | 10 Mar 2026 | Direct | ||
| John David Parker | MMI | Restricted Stock Units | Options Exercise | -100% | -24,201 | 0 | 10 Mar 2026 | Direct | ||
| Fabrice de Bosschere | MMI | Common Stock | Tax liability | -36.8% | -778 | 1,335 | 10 Mar 2026 | Direct | ||
| Fabrice de Bosschere | MMI | Common Stock | Options Exercise | 322.6% | 2,087 | 2,734 | 10 Mar 2026 | Direct | ||
| Fabrice de Bosschere | MMI | Restricted Stock Units | Options Exercise | -89.9% | -2,087 | 235 | 10 Mar 2026 | Direct | ||
| Steven F. DeGennaro | MMI | Common Stock | Tax liability | -16.3% | -6,255 | 32,220 | 10 Mar 2026 | Direct | ||
| Steven F. DeGennaro | MMI | Common Stock | Options Exercise | 60.6% | 16,140 | 42,775 | 10 Mar 2026 | Direct | ||
| Steven F. DeGennaro | MMI | Restricted Stock Units | Options Exercise | -80.3% | -16,140 | 3,953 | 10 Mar 2026 | Direct | ||
| Gregory A. LaBerge | MMI | Common Stock | Tax liability | -81.3% | -3,466 | 796 | 10 Mar 2026 | Direct | ||
| Gregory A. LaBerge | MMI | Common Stock | Options Exercise | 9,697 | 7,297 | 10 Mar 2026 | Direct | |||
| Gregory A. LaBerge | MMI | Restricted Stock Units | Options Exercise | -100% | -9,697 | 0 | 10 Mar 2026 | Direct | ||
| Gregory A. Laberge | MMI | Restricted Stock Units | Award | 4,546 | 4,546 | 10 Feb 2026 | Direct | |||
| Hessam Nadji | MMI | Restricted Stock Units | Award | 46,000 | 46,000 | 10 Feb 2026 | Direct | |||
| John David Parker | MMI | Restricted Stock Units | Award | 19,218 | 19,218 | 10 Feb 2026 | Direct | |||
| Fabrice de Bosschere | MMI | Restricted Stock Units | Award | 422 | 422 | 10 Feb 2026 | Direct | |||
| Steven F. DeGennaro | MMI | Restricted Stock Units | Award | 16,026 | 16,026 | 10 Feb 2026 | Direct | |||
| Hessam Nadji | MMI | Common Stock | Gift | -0.18% | -500 | 272,424 | 12 Dec 2025 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Gift | -0.05% | -125 | 272,924 | 10 Dec 2025 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Gift | -0.89% | -2,450 | 273,049 | 05 Dec 2025 | Direct | ||
| Fabrice de Bosschere | MMI | Restricted Stock Units | Award | 3,400 | 3,400 | 04 Nov 2025 | Direct | |||
| Hessam Nadji | MMI | Common Stock | Tax liability | -5.23% | -15,204 | 275,499 | 10 Sep 2025 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Options Exercise | 11.5% | 30,000 | 290,703 | 10 Sep 2025 | Direct | ||
| Hessam Nadji | MMI | Restricted Stock Units | Options Exercise | -25% | -30,000 | 90,000 | 10 Sep 2025 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Gift | -0.19% | -500 | 260,703 | 08 Sep 2025 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Gift | -0.29% | -750 | 261,203 | 27 Aug 2025 | Direct | ||
| Hessam Nadji | MMI | Common Stock | Gift | -0.71% | -1,875 | 261,953 | 26 Aug 2025 | Direct | ||
| Lauralee E. Martin | MMI | Common Stock | Purchase | 10.6% | $49,905 | $29.34 | 1,701 | 17,728 | 11 Aug 2025 | Direct |
| Steven F. DeGennaro | MMI | Restricted Stock Unit | Options Exercise | -50% | -1,500 | 1,500 | 10 Aug 2025 | Direct |