Guild Holdings Co (GHLD)

Data as of Nov 28, 2025, from SEC Form 4 filings.

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Latest GHLD insider trades

Edward Bryant Jr. - Director
Open-market sale$54K
Dec 9, 2024
Mary Ann McGarry - Director
Derivative332,790 sh
Nov 28, 2025
Mary Ann McGarry - Director

About Guild Holdings Co (GHLD)

Guild Holdings Co is an SEC registrant, filing under CIK 0001821160, classified as mortgage bankers and loan correspondents. It is grouped with Financials companies on this site.

Sector: Financials

SEC filings for GHLD on EDGAR

GHLD Form 4 activity by transaction type, last 90 days

No Form 4 activity for GHLD in the last 90 days.

GHLD insider transactions (Form 4)

24 Form 4 filings on record, the earliest from Oct 24, 2024, newest first.

Date	Insider	Transaction	Security	Shares	Price	Value
Nov 28, 2025	Mary Ann McGarry - Director	Derivative	Class A Common Stock	332,790	-^{footnote F1}	-
Nov 28, 2025	Mary Ann McGarry - Director	Derivative	Restricted Stock Units	45,880	-^{footnote F2}	-
Nov 28, 2025	Mary Ann McGarry - Director	Derivative	Dividend Equivalent Units	5,738	-^{footnote F2,F3}	-
Nov 28, 2025	Mary Ann McGarry - Director	Derivative	Restricted Stock Units	7,763	-^{footnote F2}	-
Nov 28, 2025	Mary Ann McGarry - Director	Derivative	Dividend Equivalent Units	98	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award. Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.
Nov 28, 2025	Edward Bryant Jr. - Director	Derivative	Class A Common Stock	22,490	-^{footnote F1}	-
Nov 28, 2025	Edward Bryant Jr. - Director	Derivative	Restricted Stock Units	7,763	-^{footnote F2}	-
Nov 28, 2025	Edward Bryant Jr. - Director	Derivative	Dividend Equivalent Units	98	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award. Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.
Nov 28, 2025	Michael Charles Meyer - Director	Derivative	Class A Common Stock	56,044	-^{footnote F1}	-
Nov 28, 2025	Michael Charles Meyer - Director	Derivative	Restricted Stock Units	7,763	-^{footnote F2}	-
Nov 28, 2025	Michael Charles Meyer - Director	Derivative	Dividend Equivalent Units	98	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award. Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.
Nov 28, 2025	Terry Lynn Schmidt - Officer	Gift	Class A Common Stock	12,500	-^{footnote F1}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Class A Common Stock	2,609,298	-^{footnote F2}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Performance Stock Units	31,812	-^{footnote F3}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Dividend Equivalent Units	400	-^{footnote F3,F4}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Restricted Stock Units	30,587	-^{footnote F3}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Dividend Equivalent Units	3,826	-^{footnote F3,F4}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Restricted Stock Units	14,674	-^{footnote F3}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Dividend Equivalent Units	1,836	-^{footnote F3,F4}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Restricted Stock Units	71,432	-^{footnote F3}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Dividend Equivalent Units	5,514	-^{footnote F3,F4}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Restricted Stock Units	95,435	-^{footnote F3}	-
Nov 28, 2025	Terry Lynn Schmidt - Officer	Derivative	Dividend Equivalent Units	1,200	-^{footnote F3,F4}	-
Footnote F1 (price): Transferred to donor-advised fund. Footnote F2 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F3 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs and PSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award or by the total… Full note on SEC EDGAR Footnote F4 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.
Nov 28, 2025	David Manuel Neylan - Officer	Gift	Class A Common Stock	13,000	-^{footnote F1}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Class A Common Stock	281,726	-^{footnote F2}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Performance Stock Units	16,844	-^{footnote F3}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Dividend Equivalent Units	212	-^{footnote F3,F4}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Restricted Stock Units	4,402	-^{footnote F3}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Dividend Equivalent Units	551	-^{footnote F3,F4}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Restricted Stock Units	18,352	-^{footnote F3}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Dividend Equivalent Units	2,295	-^{footnote F3,F4}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Restricted Stock Units	39,525	-^{footnote F3}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Dividend Equivalent Units	3,052	-^{footnote F3,F4}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Restricted Stock Units	50,524	-^{footnote F3}	-
Nov 28, 2025	David Manuel Neylan - Officer	Derivative	Dividend Equivalent Units	636	-^{footnote F3,F4}	-
Footnote F1 (price): Transferred to donor-advised fund. Footnote F2 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F3 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs and PSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award or by the total… Full note on SEC EDGAR Footnote F4 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Class A Common Stock	201,361	-^{footnote F1}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Performance Stock Units	9,360	-^{footnote F2,F3}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Dividend Equivalent Units	120	-^{footnote F2,F3}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Restricted Stock Units	13,764	-^{footnote F2}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Dividend Equivalent Units	1,722	-^{footnote F2,F3}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Restricted Stock Units	19,048	-^{footnote F2}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Dividend Equivalent Units	1,471	-^{footnote F2,F3}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Restricted Stock Units	28,069	-^{footnote F2}	-
Nov 28, 2025	Desiree Amber Kramer - Officer	Derivative	Dividend Equivalent Units	354	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs and PSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award or by the total… Full note on SEC EDGAR Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.
Nov 28, 2025	Patrick Joseph Duffy - Director	Derivative	Class A Common Stock	78,058	-^{footnote F1}	-
Nov 28, 2025	Patrick Joseph Duffy - Director	Derivative	Restricted Stock Units	11,292	-^{footnote F2}	-
Nov 28, 2025	Patrick Joseph Duffy - Director	Derivative	Dividend Equivalent Units	142	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award. Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.
Nov 28, 2025	Gioia Messinger - Director	Derivative	Class A Common Stock	27,877	-^{footnote F1}	-
Nov 28, 2025	Gioia Messinger - Director	Derivative	Restricted Stock Units	7,763	-^{footnote F2}	-
Nov 28, 2025	Gioia Messinger - Director	Derivative	Dividend Equivalent Units	98	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award. Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.
Nov 28, 2025	Martha E. Marcon - Director	Derivative	Class A Common Stock	64,630	-^{footnote F1}	-
Nov 28, 2025	Martha E. Marcon - Director	Derivative	Restricted Stock Units	7,763	-^{footnote F2}	-
Nov 28, 2025	Martha E. Marcon - Director	Derivative	Dividend Equivalent Units	98	-^{footnote F2,F3}	-
Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award. Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.
Sep 2, 2025	Desiree Amber Kramer - Officer	Grant or award	Class A Common Stock	916	$0.00	-
Sep 2, 2025	David Manuel Neylan - Officer	Grant or award	Class A Common Stock	1,691	$0.00	-
Sep 2, 2025	Terry Lynn Schmidt - Officer	Grant or award	Class A Common Stock	3,183	$0.00	-
Sep 2, 2025	Patrick Joseph Duffy - Director	Grant or award	Class A Common Stock	142	$0.00	-
Sep 2, 2025	Edward Bryant Jr. - Director	Grant or award	Class A Common Stock	97	$0.00	-
Sep 2, 2025	Mary Ann McGarry - Director	Grant or award	Class A Common Stock	738	$0.00	-
Sep 2, 2025	Michael Charles Meyer - Director	Grant or award	Class A Common Stock	97	$0.00	-
Sep 2, 2025	Gioia Messinger - Director	Grant or award	Class A Common Stock	97	$0.00	-
Sep 2, 2025	Martha E. Marcon - Director	Grant or award	Class A Common Stock	97	$0.00	-
Jul 1, 2025	David Manuel Neylan - Officer	Tax withholding / forfeiture	Class A Common Stock	1,750	$19.79	$35K
Jul 1, 2025	Terry Lynn Schmidt - Officer	Tax withholding / forfeiture	Class A Common Stock	6,415	$19.79	$127K
Dec 9, 2024	Edward Bryant Jr. - Director	Open-market sale	Common Stock	4,000	$13.49	$54K
Dec 11, 2024	Edward Bryant Jr. - Director	Gift	Common Stock	1,600	$0.00	-
Oct 22, 2024	Terry Lynn Schmidt - Officer	Tax withholding / forfeiture	Common Stock	28,069	$14.92	$419K
Oct 22, 2024	David Manuel Neylan - Officer	Tax withholding / forfeiture	Common Stock	18,667	$14.92	$279K
Oct 22, 2024	Desiree Amber Kramer - Officer	Tax withholding / forfeiture	Common Stock	15,715	$14.92	$234K

GHLD insider trading FAQ

What is the latest insider trade for GHLD?

Guild Holdings Co (GHLD) has filed no insider reports in the last 90 days. The most recent on record is dated 2025-11-28. The full record for GHLD runs to 24 Form 4 filings, the earliest from 2024-10-24. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.

How many insiders are buying GHLD stock?

No insider purchases of GHLD were filed in the last 90 days.

How many insiders are selling GHLD stock?

No insider sales of GHLD were filed in the last 90 days. 1 sale is on record for this company.

Where can I see GHLD SEC filings (Form 4, 10-K, 10-Q, 8-K)?

This page collects GHLD Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.

More Financials companies with insider activity

Recent insider filings

The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.

Nov 28, 2025 - Mary Ann McGarry view on EDGAR
Nov 28, 2025 - Edward Bryant Jr. view on EDGAR
Nov 28, 2025 - Michael Charles Meyer view on EDGAR
Nov 28, 2025 - Terry Lynn Schmidt view on EDGAR
Nov 28, 2025 - David Manuel Neylan view on EDGAR
Nov 28, 2025 - Desiree Amber Kramer view on EDGAR
Nov 28, 2025 - Patrick Joseph Duffy view on EDGAR
Nov 28, 2025 - Gioia Messinger view on EDGAR
Nov 28, 2025 - Martha E. Marcon view on EDGAR

Related companies with recent insider activity

Learn more

What the Form 4 transaction codes mean: Grants, option exercises, gifts and tax withholding are not trades on the market. The codes say which is which.
Insider activity in Financials: Where GHLD's peers are being bought and sold.
Every recent Form 4: The market-wide feed, updated as filings arrive from SEC EDGAR.

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Date

Insider

Transaction

Security

Price

Value

Nov 28, 2025

Mary Ann McGarry - Director

Derivative

Class A Common Stock

332,790

-^{footnote F1}

Nov 28, 2025

Mary Ann McGarry - Director

Derivative

Restricted Stock Units

45,880

-^{footnote F2}

Nov 28, 2025

Mary Ann McGarry - Director

Derivative

Dividend Equivalent Units

5,738

-^{footnote F2,F3}

Nov 28, 2025

Mary Ann McGarry - Director

Derivative

Restricted Stock Units

7,763

-^{footnote F2}

Nov 28, 2025

Mary Ann McGarry - Director

Derivative

Dividend Equivalent Units

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award.
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.

Nov 28, 2025

Edward Bryant Jr. - Director

Derivative

Class A Common Stock

22,490

-^{footnote F1}

Nov 28, 2025

Edward Bryant Jr. - Director

Derivative

Restricted Stock Units

7,763

-^{footnote F2}

Nov 28, 2025

Edward Bryant Jr. - Director

Derivative

Dividend Equivalent Units

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award.
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.

Nov 28, 2025

Michael Charles Meyer - Director

Derivative

Class A Common Stock

56,044

-^{footnote F1}

Nov 28, 2025

Michael Charles Meyer - Director

Derivative

Restricted Stock Units

7,763

-^{footnote F2}

Nov 28, 2025

Michael Charles Meyer - Director

Derivative

Dividend Equivalent Units

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award.
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.

Nov 28, 2025

Terry Lynn Schmidt - Officer

Gift

Class A Common Stock

12,500

-^{footnote F1}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Class A Common Stock

2,609,298

-^{footnote F2}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Performance Stock Units

31,812

-^{footnote F3}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Dividend Equivalent Units

400

-^{footnote F3,F4}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Restricted Stock Units

30,587

-^{footnote F3}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Dividend Equivalent Units

3,826

-^{footnote F3,F4}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Restricted Stock Units

14,674

-^{footnote F3}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Dividend Equivalent Units

1,836

-^{footnote F3,F4}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Restricted Stock Units

71,432

-^{footnote F3}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Dividend Equivalent Units

5,514

-^{footnote F3,F4}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Restricted Stock Units

95,435

-^{footnote F3}

Nov 28, 2025

Terry Lynn Schmidt - Officer

Derivative

Dividend Equivalent Units

1,200

-^{footnote F3,F4}

Footnote F1 (price): Transferred to donor-advised fund.
Footnote F2 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F3 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs and PSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award or by the total… Full note on SEC EDGAR
Footnote F4 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.

Nov 28, 2025

David Manuel Neylan - Officer

Gift

Class A Common Stock

13,000

-^{footnote F1}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Class A Common Stock

281,726

-^{footnote F2}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Performance Stock Units

16,844

-^{footnote F3}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Dividend Equivalent Units

212

-^{footnote F3,F4}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Restricted Stock Units

4,402

-^{footnote F3}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Dividend Equivalent Units

551

-^{footnote F3,F4}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Restricted Stock Units

18,352

-^{footnote F3}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Dividend Equivalent Units

2,295

-^{footnote F3,F4}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Restricted Stock Units

39,525

-^{footnote F3}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Dividend Equivalent Units

3,052

-^{footnote F3,F4}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Restricted Stock Units

50,524

-^{footnote F3}

Nov 28, 2025

David Manuel Neylan - Officer

Derivative

Dividend Equivalent Units

636

-^{footnote F3,F4}

Footnote F1 (price): Transferred to donor-advised fund.
Footnote F2 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F3 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs and PSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award or by the total… Full note on SEC EDGAR
Footnote F4 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Class A Common Stock

201,361

-^{footnote F1}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Performance Stock Units

9,360

-^{footnote F2,F3}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Dividend Equivalent Units

120

-^{footnote F2,F3}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Restricted Stock Units

13,764

-^{footnote F2}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Dividend Equivalent Units

1,722

-^{footnote F2,F3}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Restricted Stock Units

19,048

-^{footnote F2}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Dividend Equivalent Units

1,471

-^{footnote F2,F3}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Restricted Stock Units

28,069

-^{footnote F2}

Nov 28, 2025

Desiree Amber Kramer - Officer

Derivative

Dividend Equivalent Units

354

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs and PSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award or by the total… Full note on SEC EDGAR
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs or PSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs or PSUs, respectively.

Nov 28, 2025

Patrick Joseph Duffy - Director

Derivative

Class A Common Stock

78,058

-^{footnote F1}

Nov 28, 2025

Patrick Joseph Duffy - Director

Derivative

Restricted Stock Units

11,292

-^{footnote F2}

Nov 28, 2025

Patrick Joseph Duffy - Director

Derivative

Dividend Equivalent Units

142

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award.
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.

Nov 28, 2025

Gioia Messinger - Director

Derivative

Class A Common Stock

27,877

-^{footnote F1}

Nov 28, 2025

Gioia Messinger - Director

Derivative

Restricted Stock Units

7,763

-^{footnote F2}

Nov 28, 2025

Gioia Messinger - Director

Derivative

Dividend Equivalent Units

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award.
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.

Nov 28, 2025

Martha E. Marcon - Director

Derivative

Class A Common Stock

64,630

-^{footnote F1}

Nov 28, 2025

Martha E. Marcon - Director

Derivative

Restricted Stock Units

7,763

-^{footnote F2}

Nov 28, 2025

Martha E. Marcon - Director

Derivative

Dividend Equivalent Units

-^{footnote F2,F3}

Footnote F1 (price): On June 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") among Gulf MSR HoldCo, LLC, Gulf MSR Merger Sub Corporation, and the Issuer, pursuant to which, at the Effective Time (as defined in the Merger Agreement), all outstanding shares… Full note on SEC EDGAR
Footnote F2 (price): Pursuant to the Merger Agreement, at the Effective Time, each outstanding award of RSUs was canceled and converted into the right to receive the Merger Consideration of $20.00 per share multiplied by the total number of shares underlying the RSU award.
Footnote F3 (price): Represents Dividend Equivalent Units ("DEUs") paid on outstanding RSUs, rounded to the nearest whole share, and subject to the same terms and canceled and converted pursuant to the Merger Agreement on the same terms as the underlying RSUs.