Comparable stake leader
David Andrew Breach
SEC ownership of VistaOne, L.P.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002044820.
Disclosed value leader
David Andrew Breach
Comparable rows
0/16
Latest evidence
27 May 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
David Andrew Breach
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
27 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002044820
- Issuer location
- San Francisco, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of VistaOne, L.P. (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
David Andrew Breach
Disclosed value leader
David Andrew Breach
Comparable rows
0/16
Latest evidence
27 May 2026
3/4/5
Highest disclosed value: $750,000
16 rows are not safely comparable across share classes.
Showing 1-8 of 16 holder rows.
Quick read
David Andrew Breach has the largest disclosed position value at $750K.
0 of 16 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 David Andrew Breach's linked filing trail.
Disclosed position value
Top 5
David Andrew Breach
$750K
Maneet S. Saroya
$750K
Robert F. Smith
$750K
Luis Berruga Simarro
$567.9K
Curtis L. Buser
$500K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 16 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David Andrew Breach |
3/4/5
Co-Chief Executive Officer, Director
|
—
class O/S missing
|
$750,000
30,000 shares
|
— | 01 Apr 2025 |
| Maneet S. Saroya |
3/4/5
Co-Chief Executive Officer
|
—
class O/S missing
|
$750,000
30,000 shares
|
— | 01 Apr 2025 |
| Robert F. Smith |
3/4/5
Chairman
|
—
class O/S missing
|
$750,000
30,000 shares
|
— | 01 Apr 2025 |
| Luis Berruga Simarro |
3/4/5
Director
|
—
mixed-class rows
|
$567,897
22,062 shares
mixed-class rows
|
— | 28 Jan 2026 |
| Curtis L. Buser |
3/4/5
Director
|
—
mixed-class rows
|
$499,999
19,557 shares
mixed-class rows
|
— | 27 May 2026 |
| Daniel Parant |
3/4/5
Co-President, Director
|
—
class O/S missing
|
$400,000
16,000 shares
|
— | 01 Apr 2025 |
| Juan Andres Ugarte |
3/4/5
Chief Operating Officer
|
—
class O/S missing
|
$385,000
15,400 shares
|
— | 01 Apr 2025 |
| Ashley MacNeill |
3/4/5
Co-President
|
—
class O/S missing
|
$354,583
13,736 shares
|
— | 30 May 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| 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
Insider holders from Forms 3/4/5
Showing 1-17 of 17 reporting-owner rows connected to VistaOne, L.P.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
17
Largest Forms 3/4/5 holder
David Andrew Breach
Net 12M change
$0
Latest report
17 Aug 2026
Recent insider transactions for VistaOne, L.P.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Curtis L. Buser | Class E Limited Partnership Units | Award | 81% | 774 | 1,730 | 27 May 2026 | Direct | |||
| Luis Berruga Simarro | Class E Limited Partnership Units | Award | 76.9% | 769 | 1,769 | 28 Jan 2026 | Direct | |||
| Jose Claxton | Class E Limited Partnership Units | Award | 76.9% | 769 | 1,769 | 28 Jan 2026 | Direct | |||
| Ruth S. Goodstein | Class E Limited Partnership Units | Award | 76.9% | 769 | 1,769 | 28 Jan 2026 | Direct | |||
| Luis Berruga Simarro | Class A-I Limited Partnership Units | Award | 41.2% | 3,294 | 11,294 | 26 Nov 2025 | Direct | |||
| Curtis L. Buser | Class A-I Limited Partnership Units | Award | 17,510 | 8,755 | 26 Sep 2025 | By Trust |
* marks a reported price that did not pass the local price check.