Comparable stake leader
2025 Acquisition Company, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001829280.
Comparable stake leader
2025 Acquisition Company, LLC
Disclosed value leader
2025 Acquisition Company, LLC
Comparable rows
35/39
Latest evidence
15 Apr 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
35 of 39 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 |
|---|---|---|---|---|---|
| 2025 Acquisition Company, LLC |
13D/G
|
70%
|
$43,983,858
21,991,929 shares
|
+$43,983,858 | 15 Apr 2026 |
| Max C. Wygod |
13D/G
|
70%
|
$43,983,858
21,991,929 shares
|
+$36,265,054 | 15 Apr 2026 |
| Larry N. Feinberg |
13D/G
|
4.4%
|
$2,732,214
1,366,107 shares
|
$0 | 31 Dec 2024 |
| Thomas J. Coleman |
13D/G
|
2.9%
|
$1,816,956
908,478 shares
|
$0 | 31 Dec 2024 |
| STALEY CAPITAL ADVISERS INC |
13F
Company
|
3.5%
|
$2,276,172
1,099,600 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.1%
|
$1,354,548
654,371 shares
|
— | 31 Mar 2026 |
| Elser Financial Planning, Inc |
13F
Company
|
1.3%
|
$834,152
402,972 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.62%
|
$400,097
193,235 shares
|
— | 31 Mar 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 02 Aug 2025.
| 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
Showing 1-14 of 14 reporting-owner rows connected to Forian Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Max Wygod Family Dynasty Trust | 10%+ Owner | $9,557,592 | Mixed | 14 Feb 2022 | ||
| Martin J. Wygod | Director | $6,171,947 | Mixed | 04 Oct 2023 | ||
| Edward Francis Spaniel Jr. | EVP, Gen Counsel & Secretary | $5,781,887 | Mixed | 05 Mar 2025 | ||
| Jennifer Hajj | Director | $0 | Mixed | 15 May 2026 | ||
| Shahir Kassam-Adams | Director | $0 | Mixed | 15 May 2026 | ||
| Alyssa F. Varadhan | Director | $0 | Mixed | 15 May 2026 | ||
| Kristiina Vuori MD | Director | $0 | Mixed | 15 May 2026 | ||
| Ian Banwell | Director | $0 | Mixed | 15 May 2026 | ||
| Adam H. Dublin | Chief Strategy Officer, Director | $0 | Mixed | 15 May 2026 | ||
| Michael Vesey | Chief Financial Officer | $0 | Mixed | 15 May 2026 | ||
| Mark J. Adler MD | Director | $0 | Mixed | 15 May 2026 | ||
| Max C. Wygod | Exec Chairman, CEO & President, Director, 10%+ Owner | $0 | Mixed | 15 May 2026 | ||
| Caroline Strickland McGrail | General Counsel | $0 | Mixed | 15 May 2026 | ||
| Stanley S. Trotman Jr. | Director | Mixed | 26 Mar 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Shahir Kassam-Adams | FORA | Common Stock | Disposed to Issuer | -100% | -5,000 | 0 | 15 May 2026 | Direct | ||
| Shahir Kassam-Adams | FORA | Common Stock | Disposed to Issuer | -100% | -171,184 | 0 | 15 May 2026 | By 360 Ventures, LLC | ||
| Shahir Kassam-Adams | FORA | Stock Option (right to buy) | Disposed to Issuer | 15,000 | 0 | 15 May 2026 | Direct | |||
| Max C. Wygod | FORA | Common Stock | Disposed to Issuer | -100% | -1,528,927 | 0 | 15 May 2026 | Direct | ||
| Ian Banwell | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -99,784 | 0 | 15 May 2026 | By Spouse | ||
| Ian Banwell | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -5,000 | 0 | 15 May 2026 | Direct | ||
| Ian Banwell | FORA | Stock Option (right to buy) | Disposed to Issuer | 30,000 | 0 | 15 May 2026 | Direct | |||
| Jennifer Hajj | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -5,000 | 0 | 15 May 2026 | By Spouse | ||
| Jennifer Hajj | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -5,000 | 0 | 15 May 2026 | Direct | ||
| Jennifer Hajj | FORA | Stock Option (right to buy) | Disposed to Issuer | -100% | -30,000 | 0 | 15 May 2026 | Direct | ||
| Michael Vesey | FORA | Common Stock | Disposed to Issuer | -100% | -450,000 | 0 | 15 May 2026 | Direct | ||
| Michael Vesey | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -23.7% | -139,610 | 450,000 | 15 May 2026 | Direct | ||
| Michael Vesey | FORA | Stock Option (right to buy) | Disposed to Issuer | 910,000 | 0 | 15 May 2026 | Direct | |||
| Mark J. Adler MD | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -37,583 | 0 | 15 May 2026 | Direct | ||
| Mark J. Adler MD | FORA | Stock Option (right to buy) | Disposed to Issuer | 30,000 | 0 | 15 May 2026 | Direct | |||
| Kristiina Vuori MD | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -28,757 | 0 | 15 May 2026 | Direct | ||
| Kristiina Vuori MD | FORA | Stock Option (right to buy) | Disposed to Issuer | 30,000 | 0 | 15 May 2026 | Direct | |||
| Alyssa F. Varadhan | FORA | Common Stock | Disposition pursuant to a tender of shares in a change of control transaction | -100% | -5,000 | 0 | 15 May 2026 | Direct | ||
| Alyssa F. Varadhan | FORA | Stock Option (right to buy) | Disposed to Issuer | 30,000 | 0 | 15 May 2026 | Direct | |||
| Adam H. Dublin | FORA | Common Stock | Disposed to Issuer | -100% | -1,831,526 | 0 | 15 May 2026 | Adam Dublin Family Trust | ||
| Adam H. Dublin | FORA | Common Stock | Disposed to Issuer | -100% | -2,705,533 | 0 | 15 May 2026 | Direct | ||
| Caroline Strickland McGrail | FORA | Common Stock | Disposed to Issuer | -100% | -150,000 | 0 | 15 May 2026 | Direct | ||
| Michael Vesey | FORA | Common Stock | Tax liability | -0.83% | -4,918 | 589,610 | 13 Feb 2026 | Direct | ||
| Michael Vesey | FORA | Common Stock | Tax liability | -2.95% | -18,077 | 594,528 | 12 Jan 2026 | Direct | ||
| Michael Vesey | FORA | Common Stock | Tax liability | -2.82% | -17,777 | 612,605 | 10 Nov 2025 | Direct | ||
| Caroline Strickland McGrail | FORA | Common Stock | Award | 150,000 | 150,000 | 02 Nov 2025 | Direct | |||
| Michael Vesey | FORA | Common Stock | Tax liability | -0.52% | -3,300 | 630,382 | 02 Sep 2025 | Direct |