| Owner | Title | From | %Ownership |
|---|---|---|---|
| Pequod Midco Inc | Stockholder | 12/2020 | > 75% |
| Rozman, Thomas, John | Chief Investment Officer | 06/2018 | < 5% |
| Simplicity Financial Marketing Holdings Inc | Owner | 09/2021 | > 75% |
| Donaldson, Bruce, George | Chief Executive Officer | 09/2021 | < 5% |
| Simplicity Financial Marketing Group Holdings Inc. | Stockholder | 02/2018 | |
| Pequod Topco Inc | Stockholder | 12/2020 | > 75% |
| Lep Pequod Holdings LP | Stockholder | 12/2020 | > 75% |
| Lep Pequod GP, LLC | General Partner | 12/2020 | |
| Lep Simplicity Holdings, L.P. | Member | 12/2020 | > 75% |
| Lee Equity Partners III GP LLC | General Partner | 12/2020 | |
| Leidner, Mitchell, Marc | Cfo/treasurer | 09/2021 | < 5% |
| Parker, Christina | Secretary | 09/2021 | < 5% |
| Margolies, Jared, Lance | Chief Compliance Officer | 09/2022 | < 5% |
| Mccann, Erin, Bartlett | President | 01/2023 | < 5% |
