Comparable stake leader
SEG Opportunity Fund, LLC
SEC ownership of Volato Group, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001853070.
Disclosed value leader
Nicholas James Cooper
Comparable rows
18/28
Latest evidence
01 Jul 2026
- Public ticker
- SOAR on NYSE, SOARW on OTC
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
SEG Opportunity Fund, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
18 of 28
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
SEG Opportunity Fund, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
01 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001853070
- Issuer location
- Chamblee, GA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Volato Group, Inc. (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
SEG Opportunity Fund, LLC
Disclosed value leader
Nicholas James Cooper
Comparable rows
18/28
Latest evidence
01 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 9.4%
10 rows are not safely comparable across share classes.
13D/G row: SEG Opportunity Fund, LLC
Showing 1-8 of 28 holder rows.
Quick read
SEG Opportunity Fund, LLC leads the comparable SEC ownership view at 9.4%.
18 of 28 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 SEG Opportunity Fund, LLC's linked filing trail.
Comparable ownership
Top 5
SEG Opportunity Fund, LLC
9.4%
Catheter Precision, Inc.
7.5%
C/M CAPITAL PARTNERS, LP
6.2%
Clearthink Capital Partners, LLC
5.4%
Christopher Burger
0.06%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 28 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SEG Opportunity Fund, LLC |
13D/G
|
9.4%
|
$1,100,000
5,000,000 shares
|
$0 | 01 Jul 2026 |
| Catheter Precision, Inc. |
13D/G
|
7.5%
|
$441,176
2,941,176 shares
|
$0 | 18 Jun 2026 |
| C/M CAPITAL PARTNERS, LP |
13D/G
C/M Capital Master Fund, LP
|
6.2%
|
$724,804
3,294,563 shares
|
$0 | 27 Jun 2026 |
| Clearthink Capital Partners, LLC |
13D/G
|
5.4%
|
$24,985
2,807,295 shares
|
$0 | 17 Apr 2026 |
| Christopher Burger |
3/4/5
Director
|
0.06%
|
$19,286
30,135 shares
|
— | 27 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.26%
|
$32,384
140,436 shares
|
— | 31 Mar 2026 |
| UBS Group AG |
13F
Company
|
0.15%
|
$18,753
81,180 shares
|
— | 31 Mar 2026 |
| JANE STREET GROUP, LLC |
13F
Company
|
0.12%
|
$15,029
65,172 shares
|
— | 31 Mar 2026 |
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 04 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 1-20 of 20 reporting-owner rows connected to Volato Group, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
20
Largest Forms 3/4/5 holder
Nicholas James Cooper
Net 12M change
$0
Latest report
30 Jun 2026
Recent insider transactions for Volato Group, Inc.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Liotta | SOAR | Common Stock | Award | 192% | 606,060 | 921,761 | 30 Jun 2026 | Direct | ||
| Mark Heinen | SOAR | Common Stock | Award | 19.6% | 10,000 | 60,919 | 27 Mar 2026 | Direct | ||
| Mike Nichols | SOAR | Common Stock | Award | 229% | 7,500 | 10,775 | 27 Mar 2026 | Direct | ||
| Christopher Burger | SOAR | Class A Common Stock | Award | 33.1% | 7,500 | 30,135 | 27 Mar 2026 | Direct | ||
| Michael Patrick Prachar | SOAR | Common Stock | Award | 17% | 10,000 | 68,812 | 27 Mar 2026 | Direct | ||
| Matthew Liotta | SOAR | Common Stock | Award | 3.17% | 10,000 | 325,701 | 27 Mar 2026 | Held by Spouse | ||
| Matthew Liotta | SOAR | Common Stock | Award | 3.27% | 10,000 | 315,701 | 27 Mar 2026 | Direct | ||
| Matthew Liotta | SOAR | Common Stock | Award | 5.16% | 15,287 | 311,684 | 01 Nov 2025 | Held by Spouse | ||
| Matthew Liotta | SOAR | Common Stock | Award | 0.93% | 2,670 | 290,550 | 03 Oct 2025 | Held by Spouse | ||
| Matthew Liotta | SOAR | Common Stock | Award | 2.01% | 5,847 | 296,397 | 01 Oct 2025 | Held by Spouse | ||
| Matthew Liotta | SOAR | Common Stock | Award | 1.28% | 3,641 | 287,880 | 15 Sep 2025 | Held by Spouse |
* marks a reported price that did not pass the local price check.