AKRE CAPITAL MANAGEMENT, LLC

CRD #109242 SEC #801-57156 MIDDLEBURG, VA 540-687-8923

SEC Registered Private Funds

Total AUM

$14.4B

Discretionary

$14.4B

Employees

Clients

Accounts

245

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ABERNETHY, IAN, BRUCE	I	CHIEF OPERATING OFFICER	NA
AKRE, ALEXIS, ANNE	I	TRUSTEE	NA
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
AKRE, CHARLES, THOMAS	I	TRUSTEE AND MANAGING MEMBER	NA	Control
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
Akre, Thomas, S.B.	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
CERRONE, CHRISTOPHER, D	I	TRUSTEE	NA
HARPER, NICOLE, ELIZABETH	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
HARPER, NICOLE, ELIZABETH	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
HARPER, NICOLE, ELIZABETH	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
HARPER, NICOLE, ELIZABETH	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	NA	Control
MACAULEY, BRIAN, EDWARD	I	ANALYST	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	CHIEF COMPLIANCE OFFICER	NA
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA	Control
MCLAMB, GEORGE, THOMAS	I	TRUSTEE	NA
MCLAMB, GEORGE, THOMAS	I	TRUSTEE	NA
MCLAMB, GEORGE, THOMAS	I	TRUSTEE	NA
MILLETTE, ANDREW, PATRICK	I	TRUSTEE	NA
MORRIS, QUINN, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, QUINN, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, QUINN, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, QUINN, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE	NA
NEFF, JOHN, HALLMARK	I	TRUSTEE, CEO, CIO	NA	Control
NEFF, JOHN, HALLMARK	I	TRUSTEE, CEO, CIO	NA	Control
NEFF, JOHN, HALLMARK	I	TRUSTEE, CEO, CIO	NA	Control
NEFF, JOHN, HALLMARK	I	TRUSTEE, CEO, CIO	NA	Control
NEFF, JOHN, HALLMARK	I	TRUSTEE, CEO, CIO	NA	Control
RAINEY, DAVID, SHAFFER	I	SENIOR ANALYST	NA
ROTHBERG, IRA, MITCHELL	I	ANALYST	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SABERHAGEN, THOMAS, DONALD	I	CHIEF COMPLIANCE OFFICER	NA
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CCO	NA	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CCO	NA	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	NA	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	NA	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	NA	Control
SCHAEFER, ANDREW, CRAIG	I	CHIEF COMPLIANCE OFFICER	NA
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
AKRE, CHARLES, THOMAS	I	MANAGING MEMBER	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	E	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	MEMBER	D	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	DE	MEMBER	C	Control
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	DE	MEMBER	B
MCLAMB, GEORGE, THOMAS	I	MEMBER, TRUSTEE, AND CHIEF COMPLIANCE OFFICER	B	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER, TRUSTEE, AND CHIEF COMPLIANCE OFFICER	B	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER, TRUSTEE, AND CHIEF COMPLIANCE OFFICER	B	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER, TRUSTEE, AND CHIEF COMPLIANCE OFFICER	B	Control
MILLETTE, ANDREW, PATRICK	I	MEMBER	B
MILLETTE, ANDREW, PATRICK	I	MEMBER	B
MILLETTE, ANDREW, PATRICK	I	MEMBER	B
NEFF, JOHN, HALLMARK	I	MEMBER	B
NEFF, JOHN, HALLMARK	I	MEMBER	B
NEFF, JOHN, HALLMARK	I	MEMBER	B
NEFF, JOHN, HALLMARK	I	MEMBER	B
NEFF, JOHN, HALLMARK	I	MEMBER	B
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	B	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	B	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	B	Control
THE MILLETTE FAMILY TRUST	DE	MEMBER	B
TICKNER, GEOFFREY, LINES	I	MEMBER	B
TICKNER, GEOFFREY, LINES	I	MEMBER	B
TICKNER, GEOFFREY, LINES	I	MEMBER	B
TICKNER, GEOFFREY, LINES	I	MEMBER	B
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	MEMBER	A
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
MCLAMB, GEORGE, THOMAS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	A	Control
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
NEFF, JOHN, HALLMARK	I	MEMBER	A
RAINEY, DAVID, SHAFFER	I	SENIOR ANALYST	A
RAINEY, DAVID, SHAFFER	I	SENIOR ANALYST	A
RAINEY, DAVID, SHAFFER	I	SENIOR ANALYST	A
RAINEY, DAVID, SHAFFER	I	SENIOR ANALYST	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SABERHAGEN, THOMAS, DONALD	I	MEMBER	A
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	A	Control
SCHAEFER, ANDREW, CRAIG	I	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
AKRE, CHARLES, THOMAS	I	CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	F	Control
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	F
Akre, Thomas, S.B.	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2012	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CERRONE, CHRISTOPHER, D	I	CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHARLES T. AKRE, JR. IRREVOCABLE TRUST DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
CHRISTOPHER D. CERRONE REVOCABLE LIVING TRUST, CREATED U/A/D FEBRUARY 18, 2015	DE	AKRE CAPITAL MANAGEMENT, LLC	F
MCLAMB, GEORGE, THOMAS	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	F	Control
MCLAMB, GEORGE, THOMAS	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	F	Control
MCLAMB, GEORGE, THOMAS	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	F	Control
MCLAMB, GEORGE, THOMAS	I	CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	F	Control
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F
NEFF, JOHN, HALLMARK	I	JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	F	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	E	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control
REVOCABLE TRUST AGREEMENT OF CHARLES T. AKRE, JR. DATED DECEMBER 21, 2012	DE	AKRE CAPITAL MANAGEMENT, LLC	D	Control

Registrations

Federal

Apr 28, 2025 REGISTERED

Notice Filings (13)

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