SEC ownership of SailPoint, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002030781.

Comparable stake leader

THOMA BRAVO UGP, LLC

Disclosed value leader

THOMA BRAVO UGP, LLC

Comparable rows

50/50

Latest evidence

04 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
THOMA BRAVO UGP, LLC
Latest parsed ownership date
04 Jun 2026
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0002030781
Issuer location
Austin, TX

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
04 Jun 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 0.44%
Brian Carolan 0.32%
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%
$102,326,053
8,374,663 shares
-$16,552,411 07 Apr 2026
Matt Mills
3/4/5
President
0.44%
$29,930,788
2,451,334 shares
-$5,742,312 07 Apr 2026
Brian Carolan
3/4/5
Chief Financial Officer
0.32%
$21,809,648
1,786,212 shares
-$5,709,209 07 Apr 2026
Christopher Schmitt
3/4/5
General Counsel and Secretary
0.24%
$16,551,277
1,355,551 shares
-$3,133,786 07 Apr 2026
Abby Payne
3/4/5
Chief People Officer
0.23%
$15,635,454
1,253,314 shares
-$2,862,889 07 Apr 2026
Chandrasekar Gnanasambandam
3/4/5
EVP Product & CTO
0.17%
$11,830,586
968,926 shares
-$1,899,269 07 Apr 2026
Mitra Rezvan
3/4/5
Chief Accounting Officer
0.03%
$3,789,520
189,476 shares
-$468,889 01 Jun 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: -$36,553,304.

Buys
$0
Insiders: 0
Sells
$36,553,304
Insiders: 8
Net
-$36,553,304
Shares: -1,915,146
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 1,915,146
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 534,449 $0 $6,570,122 -$6,570,122
3-6 0 354,243 $0 $6,925,375 -$6,925,375
6-9 0 1,026,454 $0 $23,057,807 -$23,057,807
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-17 of 17 reporting-owner rows connected to SailPoint, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
17
Largest Forms 3/4/5 holder
THOMA BRAVO UGP, LLC
Net 12M change
-$36,553,304
Latest report
04 Jun 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 $102,326,053 -$16,552,411 -14% Mixed 07 Apr 2026
Matt Mills President $29,930,788 -$5,742,312 -16% Filing P/S 07 Apr 2026
Brian Carolan Chief Financial Officer $21,809,648 -$5,709,209 -21% Filing P/S 07 Apr 2026
Christopher Schmitt General Counsel and Secretary $16,551,277 -$3,133,786 -16% Filing P/S 07 Apr 2026
Abby Payne Chief People Officer $15,635,454 -$2,862,889 -15% Mixed 07 Apr 2026
Chandrasekar Gnanasambandam EVP Product & CTO $11,830,586 -$1,899,269 -14% Filing P/S 07 Apr 2026
Mitra Rezvan Chief Accounting Officer $3,789,520 -$468,889 -11% Filing P/S 01 Jun 2026
Kristin Weston Director $2,779,996 Mixed 27 Feb 2025
William G. Bock Director $1,676,541 Median 04 Jun 2026
James Malcolm Hagan Director $1,301,889 Median 04 Jun 2026
Tracey Newell Director $909,150 Median 04 Jun 2026
Ronald J. Green Director $654,519 -$184,539 -22% Median 04 Jun 2026
Nabil Hamade Director Mixed 31 Oct 2025
Andrew Almeida Director Mixed 13 Feb 2025
Sacha May Director Mixed 13 Feb 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
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
Chandrasekar Gnanasambandam SAIL Common Stock Sale -0.81% $83,079 $19.57 -4,245 517,351 08 Jan 2026 Direct
Mitra Rezvan SAIL Common Stock Sale -3.08% $74,018 $19.57 -3,782 119,109 08 Jan 2026 Direct
Matt Mills SAIL Common Stock Sale -0.74% $269,514 $19.57 -13,771 1,850,983 08 Jan 2026 Direct
Brian Carolan SAIL Common Stock Sale -2.34% $599,619 $19.57 -30,638 1,277,795 08 Jan 2026 Direct
Mark D. McClain SAIL Common Stock Sale -0.73% $1,034,667 $19.90 -51,986 7,087,216 07 Jan 2026 Direct
Abby Payne SAIL Common Stock Sale -1.35% $185,673 $19.90 -9,329 682,389 07 Jan 2026 Direct
Christopher Schmitt SAIL Common Stock Sale -0.96% $201,615 $19.90 -10,130 1,047,826 07 Jan 2026 Direct
Chandrasekar Gnanasambandam SAIL Common Stock Sale -0.83% $86,776 $19.90 -4,360 521,596 07 Jan 2026 Direct
Mitra Rezvan SAIL Common Stock Sale -3.02% $76,049 $19.90 -3,821 122,891 07 Jan 2026 Direct
Matt Mills SAIL Common Stock Sale -0.96% $361,415 $19.90 -18,159 1,864,754 07 Jan 2026 Direct
Brian Carolan SAIL Common Stock Sale -0.98% $257,960 $19.90 -12,961 1,308,433 07 Jan 2026 Direct
Mark D. McClain SAIL Common Stock Sale -0.85% $1,175,123 $19.23 -61,106 7,139,202 06 Jan 2026 Direct
Abby Payne SAIL Common Stock Sale -1.56% $210,867 $19.23 -10,965 691,718 06 Jan 2026 Direct
Christopher Schmitt SAIL Common Stock Sale -1.11% $229,002 $19.23 -11,908 1,057,956 06 Jan 2026 Direct
* marks a reported price that did not pass the local price check.
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