Comparable stake leader
THOMA BRAVO UGP, LLC
SEC ownership of SailPoint, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002030781.
Disclosed value leader
THOMA BRAVO UGP, LLC
Comparable rows
50/50
Latest evidence
07 Jul 2026
- Public ticker
- SAIL on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
THOMA BRAVO UGP, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
THOMA BRAVO UGP, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
07 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002030781
- Issuer location
- Austin, TX
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 SailPoint, 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
THOMA BRAVO UGP, LLC
Disclosed value leader
THOMA BRAVO UGP, LLC
Comparable rows
50/50
Latest evidence
07 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 86%
13D/G row: THOMA BRAVO UGP, LLC
Showing 1-8 of 50 holder rows.
Quick read
THOMA BRAVO UGP, LLC leads the comparable SEC ownership view at 86%.
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 THOMA BRAVO UGP, LLC's linked filing trail.
Comparable ownership
Top 5
THOMA BRAVO UGP, LLC
86%
Mark D. McClain
1.5%
Matt Mills
0.43%
Brian Carolan
0.31%
Christopher Schmitt
0.24%
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 |
|---|---|---|---|---|---|
| THOMA BRAVO UGP, LLC |
3/4/5
13D/G
10%+ Owner
|
86%
from 13D/G
|
$10,512,149,875
479,842,514 shares
|
— | 14 Feb 2025 |
| Mark D. McClain |
3/4/5
Chief Executive Officer, Director
|
1.5%
|
$125,783,677
8,163,209 shares
|
-$19,915,224 | 07 Jul 2026 |
| Matt Mills |
3/4/5
President
|
0.43%
|
$36,588,547
2,373,537 shares
|
-$6,979,540 | 07 Jul 2026 |
| Brian Carolan |
3/4/5
Chief Financial Officer
|
0.31%
|
$26,325,184
1,707,742 shares
|
-$6,947,191 | 07 Jul 2026 |
| Christopher Schmitt |
3/4/5
General Counsel and Secretary
|
0.24%
|
$20,235,856
1,312,721 shares
|
-$3,814,923 | 07 Jul 2026 |
| Abby Payne |
3/4/5
Chief People Officer
|
0.22%
|
$18,475,403
1,214,773 shares
|
-$3,475,817 | 07 Jul 2026 |
| Chandrasekar Gnanasambandam |
3/4/5
EVP Product & CTO
|
0.17%
|
$14,405,627
934,508 shares
|
-$2,442,821 | 07 Jul 2026 |
| Mitra Rezvan |
3/4/5
Chief Accounting Officer
|
0.03%
|
$2,815,447
182,641 shares
|
-$576,831 | 07 Jul 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
Net insider flow leans to selling over the last 12 months. Net value: -$44,336,885.
Buys
$0
Insiders: 0
Sells
$44,336,885
Insiders: 8
Net
-$44,336,885
Shares: -2,405,491
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 2,405,491
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 497,832 | $0 | $7,933,321 | -$7,933,321 |
| 3-6 | 0 | 526,962 | $0 | $6,420,382 | -$6,420,382 |
| 6-9 | 0 | 354,243 | $0 | $6,925,375 | -$6,925,375 |
| 9-12 | 0 | 1,026,454 | $0 | $23,057,807 | -$23,057,807 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to SailPoint, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Largest Forms 3/4/5 holder
THOMA BRAVO UGP, LLC
Net 12M change
-$44,336,886
Latest report
07 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| THOMA BRAVO UGP, LLC | 10%+ Owner | $10,512,149,875 | Filing P/S | 14 Feb 2025 | ||
| Mark D. McClain | Chief Executive Officer, Director | $125,783,677 | -$19,915,224 | -14% | Mixed | 07 Jul 2026 |
| Matt Mills | President | $36,588,547 | -$6,979,540 | -16% | Filing P/S | 07 Jul 2026 |
| Brian Carolan | Chief Financial Officer | $26,325,184 | -$6,947,191 | -21% | Filing P/S | 07 Jul 2026 |
| Christopher Schmitt | General Counsel and Secretary | $20,235,856 | -$3,814,923 | -16% | Filing P/S | 07 Jul 2026 |
| Abby Payne | Chief People Officer | $18,475,403 | -$3,475,817 | -16% | Mixed | 07 Jul 2026 |
| Chandrasekar Gnanasambandam | EVP Product & CTO | $14,405,627 | -$2,442,821 | -14% | Filing P/S | 07 Jul 2026 |
| Mitra Rezvan | Chief Accounting Officer | $2,815,447 | -$576,831 | -17% | Filing P/S | 07 Jul 2026 |
| Kristin Weston | Director | $2,779,996 | Mixed | 27 Feb 2025 | ||
| William G. Bock | Director | $1,676,541 | Mixed | 04 Jun 2026 | ||
| James Malcolm Hagan | Director | $1,301,889 | Mixed | 04 Jun 2026 | ||
| Tracey Newell | Director | $909,150 | Mixed | 04 Jun 2026 | ||
| Ronald J. Green | Director | $654,519 | -$184,539 | -22% | Mixed | 04 Jun 2026 |
| Collin Gallagher | Director | Mixed | 12 Jun 2026 | |||
| Sacha May | Director | Mixed | 13 Feb 2025 | |||
| Andrew Almeida | Director | Mixed | 13 Feb 2025 | |||
| Nabil Hamade | Director | Mixed | 31 Oct 2025 | |||
| Seth Boro | Director | Mixed | 13 Feb 2025 |
Recent insider transactions for SailPoint, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark D. McClain | SAIL | Common Stock | Sale | -1.14% | $1,437,622 | $15.42 | -93,260 | 8,093,870 | 08 Jul 2026 | Direct |
| Brian Carolan | SAIL | Common Stock | Sale | -2.62% | $709,130 | $15.42 | -46,002 | 1,707,742 | 08 Jul 2026 | Direct |
| Mitra Rezvan | SAIL | Common Stock | Sale | -2.08% | $59,826 | $15.42 | -3,881 | 182,641 | 08 Jul 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Sale | -1.87% | $262,043 | $15.42 | -16,999 | 891,965 | 08 Jul 2026 | Direct |
| Chandrasekar Gnanasambandam | SAIL | Common Stock | Sale | -2.05% | $301,213 | $15.42 | -19,540 | 934,508 | 08 Jul 2026 | Direct |
| Matt Mills | SAIL | Common Stock | Sale | -1.43% | $528,926 | $15.42 | -34,312 | 2,373,537 | 08 Jul 2026 | Direct |
| Christopher Schmitt | SAIL | Common Stock | Sale | -1.42% | $291,193 | $15.42 | -18,890 | 1,312,721 | 08 Jul 2026 | Direct |
| Mark D. McClain | SAIL | Common Stock | Sale | -1.42% | $1,925,191 | $16.29 | -118,194 | 8,187,130 | 07 Jul 2026 | Direct |
| Brian Carolan | SAIL | Common Stock | Sale | -1.82% | $528,852 | $16.29 | -32,468 | 1,753,744 | 07 Jul 2026 | Direct |
| Mitra Rezvan | SAIL | Common Stock | Sale | -1.56% | $48,116 | $16.29 | -2,954 | 186,522 | 07 Jul 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Sale | -2.32% | $350,885 | $16.29 | -21,542 | 908,964 | 07 Jul 2026 | Direct |
| Chandrasekar Gnanasambandam | SAIL | Common Stock | Sale | -1.54% | $242,339 | $16.29 | -14,878 | 954,048 | 07 Jul 2026 | Direct |
| Matt Mills | SAIL | Common Stock | Sale | -1.77% | $708,301 | $16.29 | -43,485 | 2,407,849 | 07 Jul 2026 | Direct |
| Christopher Schmitt | SAIL | Common Stock | Sale | -1.77% | $389,944 | $16.29 | -23,940 | 1,331,611 | 07 Jul 2026 | Direct |
| Tracey Newell | SAIL | Common Stock | Award | 39.3% | 14,224 | 50,384 | 04 Jun 2026 | Direct | ||
| William G. Bock | SAIL | Common Stock | Award | 12.6% | 14,224 | 126,627 | 04 Jun 2026 | Direct | ||
| James Malcolm Hagan | SAIL | Common Stock | Award | 16.9% | 14,224 | 98,330 | 04 Jun 2026 | Direct | ||
| Ronald J. Green | SAIL | Common Stock | Award | 40.4% | 14,224 | 49,435 | 04 Jun 2026 | Direct | ||
| Mitra Rezvan | SAIL | Common Stock | Sale | -3.8% | $149,740 | $20.00 | -7,487 | 189,476 | 01 Jun 2026 | Direct |
| Mitra Rezvan | SAIL | Common Stock | Sale | -1.73% | $39,787 | $11.46 | -3,472 | 196,963 | 09 Apr 2026 | Direct |
| Brian Carolan | SAIL | Common Stock | Sale | -2.59% | $543,689 | $11.46 | -47,444 | 1,786,212 | 09 Apr 2026 | Direct |
| Matt Mills | SAIL | Common Stock | Sale | -1.37% | $391,586 | $11.46 | -34,171 | 2,451,334 | 09 Apr 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Sale | -1.79% | $194,011 | $11.46 | -16,930 | 930,506 | 09 Apr 2026 | Direct |
| Christopher Schmitt | SAIL | Common Stock | Sale | -1.37% | $215,590 | $11.46 | -18,813 | 1,355,551 | 09 Apr 2026 | Direct |
| Chandrasekar Gnanasambandam | SAIL | Common Stock | Sale | -2.03% | $230,132 | $11.46 | -20,082 | 968,926 | 09 Apr 2026 | Direct |
| Mark D. McClain | SAIL | Common Stock | Sale | -1.11% | $1,064,299 | $11.46 | -92,874 | 8,305,324 | 09 Apr 2026 | Direct |
| Mitra Rezvan | SAIL | Common Stock | Sale | -0.83% | $21,518 | $12.80 | -1,681 | 200,435 | 08 Apr 2026 | Direct |
| Brian Carolan | SAIL | Common Stock | Sale | -1% | $236,517 | $12.80 | -18,477 | 1,833,656 | 08 Apr 2026 | Direct |
| Matt Mills | SAIL | Common Stock | Sale | -0.99% | $316,764 | $12.80 | -24,746 | 2,485,505 | 08 Apr 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Sale | -1.28% | $156,923 | $12.80 | -12,259 | 947,436 | 08 Apr 2026 | Direct |
| Christopher Schmitt | SAIL | Common Stock | Sale | -0.98% | $174,395 | $12.80 | -13,624 | 1,374,364 | 08 Apr 2026 | Direct |
| Chandrasekar Gnanasambandam | SAIL | Common Stock | Sale | -0.85% | $108,383 | $12.80 | -8,467 | 989,008 | 08 Apr 2026 | Direct |
| Mark D. McClain | SAIL | Common Stock | Sale | -0.79% | $860,994 | $12.80 | -67,262 | 8,398,198 | 08 Apr 2026 | Direct |
| Mitra Rezvan | SAIL | Common Stock | Sale | -0.83% | $21,411 | $12.72 | -1,683 | 202,116 | 07 Apr 2026 | Direct |
| Brian Carolan | SAIL | Common Stock | Sale | -0.99% | $235,292 | $12.72 | -18,495 | 1,852,133 | 07 Apr 2026 | Direct |
| Matt Mills | SAIL | Common Stock | Sale | -0.98% | $315,134 | $12.72 | -24,771 | 2,510,251 | 07 Apr 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Sale | -1.26% | $156,110 | $12.72 | -12,271 | 959,695 | 07 Apr 2026 | Direct |
| Christopher Schmitt | SAIL | Common Stock | Sale | -0.97% | $173,489 | $12.72 | -13,637 | 1,387,988 | 07 Apr 2026 | Direct |
| Chandrasekar Gnanasambandam | SAIL | Common Stock | Sale | -0.84% | $107,818 | $12.72 | -8,475 | 997,475 | 07 Apr 2026 | Direct |
| Mark D. McClain | SAIL | Common Stock | Sale | -0.79% | $856,540 | $12.72 | -67,328 | 8,465,460 | 07 Apr 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Award | 43.2% | 293,159 | 971,966 | 04 Mar 2026 | Direct | ||
| Brian Carolan | SAIL | Common Stock | Award | 46.4% | 592,833 | 1,870,628 | 04 Mar 2026 | Direct | ||
| Matt Mills | SAIL | Common Stock | Award | 37% | 684,039 | 2,535,022 | 04 Mar 2026 | Direct | ||
| Mark D. McClain | SAIL | Common Stock | Award | 21.3% | 1,498,371 | 8,532,788 | 04 Mar 2026 | Direct | ||
| Mitra Rezvan | SAIL | Common Stock | Award | 71.1% | 84,690 | 203,799 | 04 Mar 2026 | Direct | ||
| Chandrasekar Gnanasambandam | SAIL | Common Stock | Award | 94.4% | 488,599 | 1,005,950 | 04 Mar 2026 | Direct | ||
| Christopher Schmitt | SAIL | Common Stock | Award | 34.3% | 358,306 | 1,401,625 | 04 Mar 2026 | Direct | ||
| Mark D. McClain | SAIL | Common Stock | Sale | -0.74% | $1,033,335 | $19.57 | -52,799 | 7,034,417 | 08 Jan 2026 | Direct |
| Abby Payne | SAIL | Common Stock | Sale | -0.52% | $70,104 | $19.57 | -3,582 | 678,807 | 08 Jan 2026 | Direct |
| Christopher Schmitt | SAIL | Common Stock | Sale | -0.43% | $88,207 | $19.57 | -4,507 | 1,043,319 | 08 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.