Comparable stake leader
McGarry Strategic Enterprises, LLC
SEC ownership of Guild Holdings Co
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001821160.
Disclosed value leader
McGarry Strategic Enterprises, LLC
Comparable rows
1/4
Latest evidence
28 Nov 2025
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
McGarry Strategic Enterprises, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
1 of 4
Meaning: Rows with safely comparable ownership %
- Latest parsed ownership date
-
28 Nov 2025
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001821160
- Issuer location
- San Diego, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Guild Holdings Co (13F + 13D/G + 3/4/5)
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.
Comparable stake leader
McGarry Strategic Enterpr...
Disclosed value leader
McGarry Strategic Enterpr...
Comparable rows
1/4
Latest evidence
28 Nov 2025
3/4/5
Lead comparable stake: 20%
3 rows are not safely comparable across share classes.
Quick read
McGarry Strategic Enterprises, LLC leads the comparable SEC ownership view at 20%.
1 of 4 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.
Open SEC evidence
Opens McGarry Strategic Enterprises, LLC's linked filing trail.
Comparable ownership
Top 1
McGarry Strategic Enterprises, LLC
20%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| McGarry Strategic Enterprises, LLC |
3/4/5
10%+ Owner
|
20%
|
$71,124,947
4,379,615 shares
|
— | 13 Jun 2025 |
| Barrett Horn |
3/4/5
EXECUTIVE VICE PRESIDENT, NATIONAL PRODUCTION
|
—
class O/S missing
|
$2,359,745
185,078 shares
|
— | 21 Oct 2022 |
| Lisa I. Klika |
3/4/5
SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND SECRETARY
|
—
class O/S missing
|
$2,281,345
178,929 shares
|
— | 21 Oct 2022 |
| Edward Bryant Jr. |
3/4/5
Director
|
—
class O/S missing
|
$299,902
22,238 shares
|
— | 28 Nov 2025 |
How to read this table
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
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 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 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to Guild Holdings Co. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
McGarry Strategic Enterprises, LLC
Net 12M change
$0
Latest report
28 Nov 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| McGarry Strategic Enterprises, LLC | 10%+ Owner | $71,124,947 | Filing P/S | 13 Jun 2025 | ||
| Barrett Horn | Executive Vice President, National Production | $2,359,745 | Mixed | 21 Oct 2022 | ||
| Lisa I. Klika | Senior Vice President, Chief Compliance Officer And Secretary | $2,281,345 | Mixed | 21 Oct 2022 | ||
| Edward Bryant Jr. | Director | $299,902 | Mixed | 28 Nov 2025 | ||
| Patrick Joseph Duffy | Director, 10%+ Owner | $0 | Mixed | 28 Nov 2025 | ||
| Desiree Amber Kramer | Sr VP & CFO | $0 | Mixed | 28 Nov 2025 | ||
| Martha E. Marcon | Director | $0 | Mixed | 28 Nov 2025 | ||
| Terry Lynn Schmidt | CEO, Director, 10%+ Owner | $0 | Mixed | 28 Nov 2025 | ||
| Gioia Messinger | Director | $0 | Mixed | 28 Nov 2025 | ||
| David Manuel Neylan | President and COO | $0 | Mixed | 28 Nov 2025 | ||
| Michael Charles Meyer | Director | $0 | Mixed | 28 Nov 2025 | ||
| Mary Ann McGarry | Director, 10%+ Owner | $0 | Mixed | 28 Nov 2025 |
Recent insider transactions for Guild Holdings Co
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mary Ann McGarry | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -332,790 | 0 | 28 Nov 2025 | Direct | ||
| Mary Ann McGarry | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -5,836 | 0 | 28 Nov 2025 | Direct | ||
| Mary Ann McGarry | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -53,643 | 0 | 28 Nov 2025 | Direct | ||
| Gioia Messinger | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -27,877 | 0 | 28 Nov 2025 | Direct | ||
| Gioia Messinger | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -98 | 0 | 28 Nov 2025 | Direct | ||
| Gioia Messinger | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -7,763 | 0 | 28 Nov 2025 | Direct | ||
| Edward Bryant Jr. | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -22,490 | 0 | 28 Nov 2025 | Direct | ||
| Edward Bryant Jr. | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -98 | 0 | 28 Nov 2025 | Direct | ||
| Edward Bryant Jr. | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -7,763 | 0 | 28 Nov 2025 | Direct | ||
| Michael Charles Meyer | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -56,044 | 0 | 28 Nov 2025 | Direct | ||
| Michael Charles Meyer | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -98 | 0 | 28 Nov 2025 | Direct | ||
| Michael Charles Meyer | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -7,763 | 0 | 28 Nov 2025 | Direct | ||
| Martha E. Marcon | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -64,630 | 0 | 28 Nov 2025 | Direct | ||
| Martha E. Marcon | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -98 | 0 | 28 Nov 2025 | Direct | ||
| Martha E. Marcon | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -7,763 | 0 | 28 Nov 2025 | Direct | ||
| Terry Lynn Schmidt | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -2,609,298 | 0 | 28 Nov 2025 | Direct | ||
| Terry Lynn Schmidt | GHLD | Class A Common Stock | Gift | -0.48% | -12,500 | 2,609,298 | 28 Nov 2025 | Direct | ||
| Terry Lynn Schmidt | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -212,128 | 0 | 28 Nov 2025 | Direct | ||
| Terry Lynn Schmidt | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -12,776 | 0 | 28 Nov 2025 | Direct | ||
| Terry Lynn Schmidt | GHLD | Performance Stock Units | Disposed to Issuer | -100% | -31,812 | 0 | 28 Nov 2025 | Direct | ||
| David Manuel Neylan | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -281,726 | 0 | 28 Nov 2025 | Direct | ||
| David Manuel Neylan | GHLD | Class A Common Stock | Gift | -4.41% | -13,000 | 281,726 | 28 Nov 2025 | Direct | ||
| David Manuel Neylan | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -112,803 | 0 | 28 Nov 2025 | Direct | ||
| David Manuel Neylan | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -6,746 | 0 | 28 Nov 2025 | Direct | ||
| David Manuel Neylan | GHLD | Performance Stock Units | Disposed to Issuer | -100% | -16,844 | 0 | 28 Nov 2025 | Direct | ||
| Desiree Amber Kramer | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -201,361 | 0 | 28 Nov 2025 | Direct | ||
| Desiree Amber Kramer | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -60,881 | 0 | 28 Nov 2025 | Direct | ||
| Desiree Amber Kramer | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -3,667 | 0 | 28 Nov 2025 | Direct | ||
| Desiree Amber Kramer | GHLD | Performance Stock Units | Disposed to Issuer | -100% | -9,360 | 0 | 28 Nov 2025 | Direct | ||
| Patrick Joseph Duffy | GHLD | Class A Common Stock | Disposed to Issuer | -100% | -78,058 | 0 | 28 Nov 2025 | Direct | ||
| Patrick Joseph Duffy | GHLD | Dividend Equivalent Units | Disposed to Issuer | -100% | -142 | 0 | 28 Nov 2025 | Direct | ||
| Patrick Joseph Duffy | GHLD | Restricted Stock Units | Disposed to Issuer | -100% | -11,292 | 0 | 28 Nov 2025 | Direct | ||
| David Manuel Neylan | GHLD | Class A Common Stock | Award | 0.39% | 1,691 | 431,117 | 02 Sep 2025 | Direct | ||
| Desiree Amber Kramer | GHLD | Class A Common Stock | Award | 0.33% | 916 | 275,266 | 02 Sep 2025 | Direct | ||
| Terry Lynn Schmidt | GHLD | Class A Common Stock | Award | 0.11% | 3,183 | 2,878,514 | 02 Sep 2025 | Direct | ||
| Edward Bryant Jr. | GHLD | Class A Common Stock | Award | 0.32% | 97 | 30,351 | 02 Sep 2025 | Direct | ||
| Martha E. Marcon | GHLD | Class A Common Stock | Award | 0.13% | 97 | 72,491 | 02 Sep 2025 | Direct | ||
| Patrick Joseph Duffy | GHLD | Class A Common Stock | Award | 0.16% | 142 | 89,492 | 02 Sep 2025 | Direct | ||
| Michael Charles Meyer | GHLD | Class A Common Stock | Award | 0.15% | 97 | 63,905 | 02 Sep 2025 | Direct | ||
| Gioia Messinger | GHLD | Class A Common Stock | Award | 0.27% | 97 | 35,738 | 02 Sep 2025 | Direct | ||
| Mary Ann McGarry | GHLD | Class A Common Stock | Award | 0.19% | 738 | 392,269 | 02 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.