Comparable stake leader
Matthew Spencer George
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
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 |
|---|---|---|---|---|---|
| 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 |
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 selling over the last 12 months. Net value: -$5,934.
| 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
Showing 1-20 of 22 reporting-owner rows connected to Merlin, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| 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 |
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 |