Comparable stake leader
Phyllis W. Newhouse
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002033770.
Comparable stake leader
Phyllis W. Newhouse
Disclosed value leader
Phyllis W. Newhouse
Comparable rows
27/50
Latest evidence
05 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
27 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 |
|---|---|---|---|---|---|
| Phyllis W. Newhouse |
13D/G
3/4/5
Phyllis Newhouse · Director, 10%+ Owner
|
12%
|
$29,284,919
3,377,730 shares
|
$0 | 18 Jun 2025 |
| William Tremaine Reny |
13D/G
3/4/5
10%+ Owner
|
8.9%
|
$4,174,401
2,470,060 shares
|
-$4,220,489 | 23 Dec 2025 |
| White Lion Capital LLC |
13D/G
|
8.9%
|
$23,198
128,879 shares
|
$0 | 05 Jun 2026 |
| Janice Bryant Howroyd |
3/4/5
Director
|
5.5%
|
$400,835
79,689 shares
|
— | 15 Aug 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
31%
|
$76,406
444,741 shares
|
— | 31 Mar 2026 |
| Mutual Advisors, LLC |
13F
Company
|
19%
|
$46,382
269,974 shares
|
— | 31 Mar 2026 |
| BANK OF MONTREAL /CAN/ |
13F
Company
|
14%
|
$33,846
197,008 shares
|
— | 31 Mar 2026 |
| XTX Topco Ltd |
13F
Company
|
7.1%
|
$17,559
102,204 shares
|
— | 31 Mar 2026 |
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 buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 07 Aug 2025.
| 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
Showing 1-9 of 9 reporting-owner rows connected to CID Holdco, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| William Tremaine Reny | 10%+ Owner | $4,174,401 | Mixed | 23 Dec 2025 | ||
| Janice Bryant Howroyd | Director | $400,835 | Mixed | 15 Aug 2025 | ||
| Sheldon W. Paul | Director | Mixed | 18 Jun 2025 | |||
| Jeffrey Saling | Director | Mixed | 18 Jun 2025 | |||
| Phyllis W. Newhouse | Director, 10%+ Owner | Mixed | 18 Jun 2025 | |||
| Charles K. Maddox | CFO & Chief Operating Officer | Mixed | 18 Jun 2025 | |||
| Edmund S. Nabrotzky | Chief Executive Officer, Director | Mixed | 18 Jun 2025 | |||
| Walter E. Skowronski | Director | Mixed | 15 Aug 2025 | |||
| Joanna Catherine Burkey | Director | Mixed | 18 Jun 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Tremaine Reny | DAIC | Common Stock | Gift | -50.3% | -2,497,331 | 2,470,060 | 23 Dec 2025 | Direct |