SEC ownership of Merlin, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002028707.

Comparable stake leader

Matthew Spencer George

Disclosed value leader

Matthew Spencer George

Comparable rows

50/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Matthew Spencer George
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0002028707
Issuer location
New York, NY

Ownership snapshot

Top shareholders of Merlin, 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
Matthew Spencer George
Disclosed value leader
Matthew Spencer George
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 18% 13D/G row: Matthew Spencer George Showing 1-8 of 50 holder rows.

Quick read

Matthew Spencer George leads the comparable SEC ownership view at 18%.

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.

Open SEC evidence Opens Matthew Spencer George's linked filing trail.
Comparable ownership Top 5
Matthew Spencer George 18%
Quiet Capital Management, LLC 16%
GOLDMAN SACHS GROUP INC 13%
FR Capital Holdings, L.P. 13%
Alyeska Investment Group, L.P. 9.9%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Matthew Spencer George
13D/G 3/4/5
Matthew George · Chief Executive Officer, Director
18%
$179,729,808
14,890,622 shares
$0 16 Mar 2026
Quiet Capital Management, LLC
13D/G 3/4/5
10%+ Owner
16%
$161,373,047
13,839,884 shares
$0 16 Mar 2026
GOLDMAN SACHS GROUP INC
3/4/5 13D/G
10%+ Owner · THE GOLDMAN SACHS GROUP, INC.
13%
from 13D/G
$35,602,698
3,251,388 shares
-$5,934 28 Nov 2025
FR Capital Holdings, L.P.
3/4/5 13D/G
10%+ Owner
13%
from 13D/G
$60,151,984
5,097,669 shares
16 Mar 2026
Alyeska Investment Group, L.P.
13D/G 13F
Company
9.9%
$97,268,023
8,342,026 shares
$0 31 Mar 2026
SnowPoint Ventures, LP
13D/G
SnowPoint Ventures GP, LLC
9.6%
$41,152,280
9,592,606 shares
$0 30 Jun 2026
Bleichroeder Sponsor 1 LLC
3/4/5 13D/G
10%+ Owner
8.2%
from 13D/G
$93,376,838
8,800,833 shares
13 Mar 2026
BARCLAYS PLC
13D/G 13F
Company
6.9%
$18,955,458
1,755,135 shares
+$4,772,218 31 Dec 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

Net insider flow leans to selling over the last 12 months. Net value: -$5,934.

Buys
$46,773
Insiders: 1
Sells
$52,707
Insiders: 1
Net
-$5,934
Shares: -544
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 4,328 Shares: 4,872
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 4,328 4,872 $46,773 $52,707 -$5,934
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 22 reporting-owner rows connected to Merlin, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
22
Largest Forms 3/4/5 holder
Quiet Capital Management, LLC
Net 12M change
-$5,934
Latest report
20 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Quiet Capital Management, LLC 10%+ Owner $150,367,441 Mixed 16 Mar 2026
Matthew Spencer George Chief Executive Officer, Director $113,354,853 Mixed 20 May 2026
Bleichroeder Sponsor 1 LLC 10%+ Owner $93,376,838 Mixed 13 Mar 2026
FR Capital Holdings, L.P. 10%+ Owner $60,151,984 Mixed 16 Mar 2026
GOLDMAN SACHS GROUP INC 10%+ Owner $35,602,698 -$5,934 -0.02% Filing P/S 28 Nov 2025
Ryan Michael Carrithers CFO & Treasurer $1,884,657 Mixed 20 May 2026
Mark Rawlins Brunner Chief Revenue Officer $1,660,394 Mixed 20 May 2026
Leslie Renee Ravestein CLO and Secretary $1,462,914 Mixed 20 May 2026
Kenneth John Braithwaite Director $275,625 Mixed 20 May 2026
Robert Hanson Smith Director $275,625 Mixed 20 May 2026
Carolyn Trabuco Director $275,625 Mixed 20 May 2026
Kelyn Brannon Director $275,625 Mixed 20 May 2026
Michael Blitzer Director $275,625 Mixed 20 May 2026
Michael Montelongo Director $275,625 Mixed 20 May 2026
Nazim Cetin Director Mixed 31 Oct 2024
Antoine Theysset Director Mixed 31 Oct 2024
Pierre Weinstein Director Mixed 31 Oct 2024
Marcello J. Padula Chief Financial Officer Mixed 07 May 2025
Joseph Aron Samuels Director Mixed 31 Oct 2024
Kevin George Shannon Chief Operating Officer Mixed 10 Jul 2025

Recent insider transactions for Merlin, 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
Ryan Michael Carrithers MRLN Common stock Award 256,416 256,416 20 May 2026 Direct
Ryan Michael Carrithers MRLN Stock Option Award 806,393 806,393 20 May 2026 Direct
Kenneth John Braithwaite MRLN Common stock Award 37,500 37,500 20 May 2026 Direct
Robert Hanson Smith MRLN Common stock Award 37,500 37,500 20 May 2026 Direct
Kelyn Brannon MRLN Common stock Award 37,500 37,500 20 May 2026 Direct
Michael Blitzer MRLN Common stock Award 37,500 37,500 20 May 2026 Direct
Michael Montelongo MRLN Common stock Award 37,500 37,500 20 May 2026 Direct
Mark Rawlins Brunner MRLN Common stock Award 225,904 225,904 20 May 2026 Direct
Carolyn Trabuco MRLN Common stock Award 37,500 37,500 20 May 2026 Direct
Leslie Renee Ravestein MRLN Common stock Award 199,036 199,036 20 May 2026 Direct
Leslie Renee Ravestein MRLN Stock Option Award 205,475 205,475 20 May 2026 Direct
Matthew Spencer George MRLN Common stock Award 3.57% 531,807 15,422,429 20 May 2026 Direct
Matthew Spencer George BACQ Common Stock Award 14,890,622 14,890,622 16 Mar 2026 Direct
Matthew Spencer George BACQ Stock Option Award 1,512,485 1,512,485 16 Mar 2026 Direct
Bleichroeder Sponsor 1 LLC BACQ Class A ordinary shares Options Exercise 0.49% 42,500 8,800,833 16 Mar 2026 Direct
Bleichroeder Sponsor 1 LLC BACQ Rights Options Exercise -100% -425,000 0 16 Mar 2026 Direct
Bleichroeder Sponsor 1 LLC BACQ Class A ordinary shares Options Exercise 1960.8% 8,333,333 8,758,333 13 Mar 2026 Direct
Bleichroeder Sponsor 1 LLC BACQ Class B ordinary shares Options Exercise -100% -8,333,333 0 13 Mar 2026 Direct
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Sale $32.85 $10.95 -3 3,251,388 09 Dec 2025 See footnotes
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Purchase $54.81 $10.96 5 3,251,391 09 Dec 2025 See footnotes
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Sale -0.01% $4,168 $11.00 -379 3,252,238 08 Dec 2025 See footnotes
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Purchase 0.01% $4,166 $10.99 379 3,252,617 08 Dec 2025 See footnotes
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Sale -0.14% $48,013 $10.80 -4,444 3,285,714 05 Dec 2025 See footnotes
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Purchase 0.12% $42,551 $10.79 3,944 3,290,158 05 Dec 2025 See footnotes
Goldman Sachs Group Inc BACQ Class A Common Stock, par value $0.0001 per share Sale $493 $10.73 -46 2,833,374 28 Nov 2025 See footnotes
* marks a reported price that did not pass the local price check.
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