Neptune Insurance Holdi-Cl A has 8 Schedule 13D or 13G filings on record since 2025-11-07. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Trevor R. Burgess | 34.02% | 49,595,000 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
| Ftv Vii, L.P. | 17.19% | 16,310,781 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| BSIV Hold 101, LP | 15.02% | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 6.1% | 5,764,064 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Jonathan Carlon | 5.91% | 5,685,000 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-07 | Ftv Vii, L.P. | 23.63% | SCHEDULE 13G |
| 2025-11-07 | BSIV Hold 101, LP | 20.65% | SCHEDULE 13G |
| 2025-11-14 | Trevor R. Burgess | 34.02% | SCHEDULE 13G |
| 2025-11-14 | Jonathan Carlon | 5.91% | SCHEDULE 13G |
| 2026-05-15 | T. Rowe Price Investment Management, Inc. | 5% | SCHEDULE 13G |
| 2026-08-13 | BSIV Hold 101, LP | 15.02% | SCHEDULE 13G/A |
| 2026-08-14 | Ftv Vii, L.P. | 17.19% | SCHEDULE 13G/A |
| 2026-08-14 | T. Rowe Price Investment Management, Inc. | 6.1% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.