| Owner | Title | From | %Ownership |
|---|---|---|---|
| Robert C. and Lisa Y. Swift Living Trust | Shareholder | 03/2005 | 5-10% |
| John J. and Kelly H. Stephens Family Trust | Shareholder | 03/2005 | 10-25% |
| Stephens, John, Joseph | Trustee | 11/1995 | 50-75% |
| Stephens, Kelly, H | Trustee | 11/1995 | 50-75% |
| Swift, Robert, Clarkson | Trustee | 08/1999 | 50-75% |
| Swift, Lisa, Yvonne | Trustee | 08/1999 | 50-75% |
| Nichols, Catherine, Ann | Shareholder | 05/2008 | 5-10% |
| Holman, Guy, Wesley | Shareholder | 01/2012 | 5-10% |
| Grosso, Michael, Anthony | Trustee | 12/2015 | > 75% |
| Michael Anthony Grosso Living Trust | Shareholder | 01/2015 | 5-10% |
| Swift, Samuel, Thomas | Chief Executive Officer and President | 01/2023 | 5-10% |
| Tellez, Arturo, Ramiro | Shareholder and Chief Practice Officer | 01/2023 | < 5% |
| Gehner, Simone, Narelle | Shareholder and Chief Compliance Officer | 01/2021 | < 5% |
| the Doug and Brenda Nelson 2017 Living Trust | Shareholder | 02/2021 | 5-10% |
| Nelson, Douglas, Lee | Trustee | 06/2017 | > 75% |
| the Michael and Michelle Abeshaus Family Trust | Shareholder | 02/2021 | 5-10% |
| Abeshaus, Michael | Trustee | 08/1998 | > 75% |
| Riebe, Kenneth, Gerhard | Shareholder | 02/2021 | 5-10% |
| the Justin M & Julie A. Thomas Family Trust | Shareholder | 01/2023 | 5-10% |
| Swift, Ashley, Meredith | Shareholder and Chief Operations Officer | 01/2023 | < 5% |
| Thomas, Julie, Ann | Grantor and Trustee | 01/2023 | |
| Thomas, Justin, Matthew | Grantor and Trustee | 01/2023 |
