SEC ownership of Cardinal Infrastructure Group Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002079999.

CIK
0002079999
Symbol
CDNL on Nasdaq
Location
Raleigh, NC
Parsed ownership evidence
13D/G, 3/4/5, and 13F
Lead holder
Jeremy Simmons Spivey
13D/G signal
Jeremy Simmons Spivey
Latest evidence date
07 May 2026

Ownership snapshot

Top shareholders of Cardinal Infrastructure Group 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.

Lead holder
Jeremy Simmons Spivey
13D/G signal
Jeremy Simmons Spivey
Evidence rows
50
Latest as of
07 May 2026
13D/G 3/4/5 13F Lead comparable stake: 45% 13D/G row: Jeremy Simmons Spivey Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Jeremy Simmons Spivey
13D/G 3/4/5
Chief Executive Officer, Director, 10%+ Owner
45%
$306,724,588
12,229,848 shares
$0 31 Dec 2025
Erik Daniel West
13D/G 3/4/5
Officer, 10%+ Owner
29%
$153,339,346
6,114,009 shares
$0 31 Dec 2025
Michael Bruce Rowe Jr.
13D/G 3/4/5
Chief Financial Officer
29%
$51,113,115
2,038,003 shares
$0 31 Dec 2025
FMR LLC
13F 13D/G
Company
12%
from 13D/G
$78,766,409
1,986,292 shares
31 Mar 2026
ALLIANCEBERNSTEIN L.P.
13D/G 13F
Company
7.1%
$23,626,965
942,064 shares
$0 31 Dec 2025
Ross Berner
13D/G 3/4/5
10%+ Owner
5.4%
$20,174,477
804,405 shares
$0 31 Dec 2025
Ophir Asset Management Pty Ltd
13F 13D/G
Company
5.3%
from 13D/G
$31,832,615
802,739 shares
31 Mar 2026
Mark Mckinney
13D/G 3/4/5
10%+ Owner
5.1%
$19,071,785
760,438 shares
$0 31 Dec 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
WASATCH ADVISORS LP
13F 13D/G
Company
4.5%
from 13D/G
$27,482,898
693,050 shares
31 Mar 2026
Schonfeld Strategic Advisors LLC
13D/G 13F
Company
2.9%
$19,602,138
439,707 shares
-$37,702,331 31 Mar 2026
Richard Melvin Lee Jr.
3/4/5
Director
0.17%
$1,024,130
25,826 shares
07 May 2026
Richard Bennett Wimmer
3/4/5
Director
0.13%
$786,200
19,826 shares
07 May 2026
Ivy Zelman
3/4/5
Director
0.12%
$730,722
18,427 shares
+$251,440 07 May 2026
Austin J. Shanfelter
3/4/5
Director
0.06%
$346,029
8,726 shares
07 May 2026
ACK Asset Management LLC
13F
Company
13F
5.7%
$34,658,470
874,000 shares
31 Mar 2026
LORD, ABBETT & CO. LLC
13F
Company
13F
4.9%
$29,803,000
751,558 shares
31 Mar 2026
BlackRock, Inc.
13F
Company
13F
4.6%
$27,647,426
697,199 shares
31 Mar 2026
FRED ALGER MANAGEMENT, LLC
13F
Company
13F
4.5%
$27,226,529
686,585 shares
31 Mar 2026
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
13F
4.3%
$26,192,683
660,514 shares
31 Mar 2026
EMERALD ADVISERS, LLC
13F
Company
13F
3.8%
$22,944,383
578,600 shares
31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
3.4%
$20,438,940
515,419 shares
31 Mar 2026
Conversant Capital LLC
13F
Company
13F
3.1%
$18,701,655
471,609 shares
31 Mar 2026
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
2.8%
$16,982,771
428,263 shares
31 Mar 2026
EMERALD MUTUAL FUND ADVISERS TRUST
13F
Company
13F
2.4%
$14,238,643
359,063 shares
31 Mar 2026
FEDERATED HERMES, INC.
13F
Company
13F
2.4%
$14,234,083
358,948 shares
31 Mar 2026
Nuveen, LLC
13F
Company
13F
2.2%
$13,593,893
342,804 shares
31 Mar 2026
Engle Capital Management, L.P.
13F
Company
13F
2.1%
$12,610,290
318,000 shares
31 Mar 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
2%
$12,175,236
306,943 shares
31 Mar 2026
STATE STREET CORP
13F
Company
13F
1.8%
$10,624,725
267,929 shares
31 Mar 2026
GOLDMAN SACHS GROUP INC
13F
Company
13F
1.1%
$6,930,822
174,778 shares
31 Mar 2026
OSTERWEIS CAPITAL MANAGEMENT INC
13F
Company
13F
1.1%
$6,738,812
169,936 shares
31 Mar 2026
Point72 Asset Management, L.P.
13F
Company
13F
0.93%
$5,621,890
141,770 shares
31 Mar 2026
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
0.9%
$5,427,183
136,860 shares
31 Mar 2026
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.82%
$4,988,758
125,804 shares
31 Mar 2026
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
13F
0.72%
$4,353,841
109,793 shares
31 Mar 2026
Bastion Asset Management Inc.
13F
Company
13F
0.71%
$4,015,679
109,080 shares
31 Mar 2026
Ghisallo Capital Management LLC
13F
Company
13F
0.65%
$3,965,500
100,000 shares
31 Mar 2026
G2 Investment Partners Management LLC
13F
Company
13F
0.64%
$3,887,102
98,023 shares
31 Mar 2026
NORTHERN TRUST CORP
13F
Company
13F
0.62%
$3,783,761
95,417 shares
31 Mar 2026
CONGRESS ASSET MANAGEMENT CO
13F
Company
13F
0.57%
$3,464,737
87,372 shares
31 Mar 2026
Taylor Frigon Capital Management LLC
13F
Company
13F
0.57%
$3,441,023
86,774 shares
31 Mar 2026
Aventail Capital Group, LP
13F
Company
13F
0.57%
$3,426,430
86,406 shares
31 Mar 2026
VANGUARD FIDUCIARY TRUST CO
13F
Company
13F
0.56%
$3,408,863
85,963 shares
31 Mar 2026
Granahan Investment Management, LLC
13F
Company
13F
0.54%
$3,270,110
82,464 shares
31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
0.49%
$2,974,204
75,002 shares
31 Mar 2026
READYSTATE ASSET MANAGEMENT LP
13F
Company
13F
0.49%
$2,952,315
74,450 shares
31 Mar 2026
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
0.45%
$2,704,471
68,200 shares
31 Mar 2026
Alyeska Investment Group, L.P.
13F
Company
13F
0.33%
$1,982,750
50,000 shares
31 Mar 2026
Russell Investments Group, Ltd.
13F
Company
13F
0.27%
$1,636,809
41,276 shares
31 Mar 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
0.24%
$1,451,413
36,601 shares
31 Mar 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 buying over the last 12 months. Net value: +$1,277,340.

Buys
$1,277,340
Insiders: 2
Sells
$0
Insiders: 0
Net
+$1,277,340
Shares: +26,921
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 26,921 Shares: 0
Window (months) Buy shares Sell shares Buy $ Sell $ Net $
0-3 26,921 0 $1,277,340 $0 +$1,277,340
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

Current reporting-owner rows connected to Cardinal Infrastructure Group Inc.. Open the relationship link for the CIK-to-CIK filing trail.

Rows
12
Lead holder
Jeremy Simmons Spivey
Net 12M change
+$1,277,340
Latest report
27 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Jeremy Simmons Spivey Chief Executive Officer, Director, 10%+ Owner $256,826,808 Mixed 10 Dec 2025
Erik Daniel West Officer, 10%+ Owner $128,394,189 Mixed 10 Dec 2025
Michael Bruce Rowe Jr. Chief Financial Officer $42,798,063 Mixed 10 Dec 2025
Benjamin Wood Chief Operating Officer $1,086,600 +$1,025,900 +1690% Filing P/S 27 May 2026
Richard Melvin Lee Jr. Director $1,024,130 Median 07 May 2026
Richard Bennett Wimmer Director $786,200 Median 07 May 2026
Ivy Zelman Director $730,722 +$251,440 +52% Median 07 May 2026
Austin J. Shanfelter Director $346,029 Median 07 May 2026
Anthony Leon Wood Jr. Director Mixed 12 Mar 2026
Tiffany Leann Gidley General Counsel and Secretary Mixed 11 Dec 2025
Mark Mckinney 10%+ Owner Mixed 10 Dec 2025
Ross Berner 10%+ Owner Mixed 10 Dec 2025

Recent Insider Transactions by Companies or Individuals for Cardinal Infrastructure Group Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Reported value Reported price Shares Shares owned Date Ownership
Benjamin Wood CDNL Class A Common Stock Purchase $1,025,900 $51.30 20,000 20,000 27 May 2026 Direct
Richard Melvin Lee Jr. CDNL Class A Common Stock Award 13.6% 3,101 25,826 07 May 2026 Direct
Ivy Zelman CDNL Class A Common Stock Award 20.2% 3,101 18,427 07 May 2026 Direct
Austin J. Shanfelter CDNL Class A Common Stock Award 55.1% 3,101 8,726 07 May 2026 Direct
Richard Bennett Wimmer CDNL Class A Common Stock Award 18.5% 3,101 19,826 07 May 2026 Direct
Ivy Zelman CDNL Class A Common Stock Purchase 82.3% $251,440 $36.33 6,921 15,326 26 Mar 2026 Direct
Richard Bennett Wimmer Class A Common Stock Purchase 148.7% 10,000 16,725 11 Dec 2025 Direct
Richard Melvin Lee Jr. Class A Common Stock Purchase 350.3% 22,725 29,212 11 Dec 2025 Direct
Ivy Zelman Class A Common Stock Purchase 37.1% 2,275 8,405 11 Dec 2025 Direct
Tiffany Leann Gidley Class A Common Stock Purchase 6,000 6,000 11 Dec 2025 Direct
Michael Bruce Rowe Jr. Class B Common Stock Disposed to Issuer -24.5% -66,071 203,617 11 Dec 2025 By The Rowe Family Irrevocable Trust dated March 13, 2024
Michael Bruce Rowe Jr. Class B Common Stock Disposed to Issuer -24.5% -595,238 1,834,386 11 Dec 2025 Direct
Michael Bruce Rowe Jr. LLC Units Disposed to Issuer -24.5% -66,071 203,617 11 Dec 2025 By The Rowe Family Irrevocable Trust dated March 13, 2024
Michael Bruce Rowe Jr. LLC Units Disposed to Issuer -24.5% -595,238 1,834,386 11 Dec 2025 Direct
Jeremy Simmons Spivey Class B Common Stock Disposed to Issuer -24.5% -665,476 2,050,844 11 Dec 2025 By Spivey Family 2024 Irrevocable Trust U/A dated 5/13/24, as amended
Jeremy Simmons Spivey Class B Common Stock Disposed to Issuer -24.5% -3,302,980 10,179,004 11 Dec 2025 Direct
Jeremy Simmons Spivey LLC Units Disposed to Issuer -24.5% -665,476 2,050,844 11 Dec 2025 By Spivey Family 2024 Irrevocable Trust U/A dated 5/13/24, as amended
Jeremy Simmons Spivey LLC Units Disposed to Issuer -24.5% -3,302,980 10,179,004 11 Dec 2025 Direct
Erik Daniel West Class B Common Stock Disposed to Issuer -24.5% -330,357 1,018,084 11 Dec 2025 By West Family 2024 Irrevocable Trust U/A dated 3/20/24, as amended
Erik Daniel West Class B Common Stock Disposed to Issuer -24.5% -1,653,571 5,095,925 11 Dec 2025 Direct
Erik Daniel West LLC Units Disposed to Issuer -24.5% -330,357 1,018,084 11 Dec 2025 By West Family 2024 Irrevocable Trust U/A dated 3/20/24, as amended
Erik Daniel West LLC Units Disposed to Issuer -24.5% -1,653,571 5,095,925 11 Dec 2025 Direct
Michael Bruce Rowe Jr. Class B Common Stock Award 269,688 269,688 09 Dec 2025 By The Rowe Family Irrevocable Trust dated March 13, 2024
Michael Bruce Rowe Jr. Class B Common Stock Award 2,429,624 2,429,624 09 Dec 2025 Direct
Michael Bruce Rowe Jr. LLC Units Award 269,688 269,688 09 Dec 2025 By The Rowe Family Irrevocable Trust dated March 13, 2024
Michael Bruce Rowe Jr. LLC Units Award 2,429,624 2,429,624 09 Dec 2025 Direct
Jeremy Simmons Spivey Class B Common Stock Award 2,716,320 2,716,320 09 Dec 2025 By Spivey Family 2024 Irrevocable Trust U/A dated 5/13/24, as amended
Jeremy Simmons Spivey Class B Common Stock Award 13,481,984 13,481,984 09 Dec 2025 Direct
Jeremy Simmons Spivey LLC Units Award 2,716,320 2,716,320 09 Dec 2025 By Spivey Family 2024 Irrevocable Trust U/A dated 5/13/24, as amended
Jeremy Simmons Spivey LLC Units Award 13,481,984 13,481,984 09 Dec 2025 Direct
Erik Daniel West Class B Common Stock Award 1,348,441 1,348,441 09 Dec 2025 By West Family 2024 Irrevocable Trust U/A dated 3/20/24, as amended
Erik Daniel West Class B Common Stock Award 6,749,496 6,749,496 09 Dec 2025 Direct
Erik Daniel West LLC Units Award 1,348,441 1,348,441 09 Dec 2025 By West Family 2024 Irrevocable Trust U/A dated 3/20/24, as amended
Erik Daniel West LLC Units Award 6,749,496 6,749,496 09 Dec 2025 Direct
An asterisk next to the price means the reported price is likely invalid.
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