View the latest insider transactions and institutional holdings for SERV. Analyze how executives and major investors are positioning.
| Insider Name | Relationship | Trade Date | Transaction | Price/Share | Shares Traded | Total Value ($) | Total Holdings | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Abraham Euan | Officer | Oct 15 '25 | Proposed Sale | 17.99 | 25,000 | 449,750 | Oct 15 05:28 PM | |
| Abraham Euan | Chief Hardware & Mftg Offcr | Oct 15 '25 | Sale | 17.99 | 25,000 | 449,750 | 250,539 | Oct 17 04:38 PM |
| Abraham Euan | Chief Hardware & Mftg Offcr | Oct 07 '25 | Sale | 15.19 | 1,480 | 22,481 | 250,539 | Oct 07 05:51 PM |
| Kashani Ali | Officer | Oct 07 '25 | Proposed Sale | 15.08 | 12,930 | 194,955 | Oct 07 04:44 PM | |
| Dunn Evan | Officer | Oct 07 '25 | Proposed Sale | 15.02 | 20,458 | 307,320 | Oct 07 04:50 PM | |
| Read Brian | Officer | Oct 07 '25 | Proposed Sale | 15.29 | 176 | 2,691 | Oct 07 04:17 PM | |
| Parang Touraj | Officer | Oct 07 '25 | Proposed Sale | 15.25 | 4,825 | 73,585 | Oct 07 04:26 PM | |
| Read Brian | Chief Financial Officer | Oct 07 '25 | Sale | 15.29 | 176 | 2,691 | 355,097 | Oct 07 05:50 PM |
| Parang Touraj | President & COO | Oct 07 '25 | Sale | 15.25 | 4,825 | 73,581 | 1,360,591 | Oct 07 05:49 PM |
| Abraham Euan | Officer | Oct 07 '25 | Proposed Sale | 15.18 | 1,480 | 22,474 | Oct 07 05:00 PM | |
| Dunn Evan | General Counsel | Oct 07 '25 | Sale | 15.09 | 20,458 | 308,725 | 210,309 | Oct 07 05:52 PM |
| Kashani Ali | Chief Executive Officer | Oct 07 '25 | Sale | 15.08 | 12,930 | 194,984 | 3,421,072 | Oct 07 05:49 PM |
| Read Brian | Officer | Sep 30 '25 | Proposed Sale | 11.70 | 1,225 | 14,326 | Sep 30 04:57 PM | |
| Read Brian | Chief Financial Officer | Sep 30 '25 | Sale | 11.70 | 1,225 | 14,332 | 355,273 | Sep 30 04:12 PM |
| Goldberg David Michael | Director | Sep 24 '25 | Sale | 13.58 | 5,000 | 67,900 | 45,725 | Sep 24 04:29 PM |
| Goldberg David Michael | Director | Sep 24 '25 | Proposed Sale | 13.58 | 5,000 | 67,916 | Sep 24 02:18 PM | |
| Abraham Euan | Chief Hardware & Mftg Offcr | Sep 19 '25 | Sale | 14.99 | 25,000 | 374,750 | 227,019 | Sep 22 07:13 PM |
| Abraham Euan | Officer | Sep 19 '25 | Proposed Sale | 14.99 | 25,000 | 374,750 | Sep 19 02:52 PM | |
| Abraham Euan | Officer | Sep 18 '25 | Proposed Sale | 12.38 | 8,433 | 104,358 | Sep 19 10:27 AM | |
| Read Brian | Chief Financial Officer | Sep 18 '25 | Sale | 12.70 | 3,941 | 50,051 | 356,498 | Sep 18 04:10 PM |
| Read Brian | Officer | Sep 18 '25 | Proposed Sale | 12.70 | 3,941 | 50,054 | Sep 18 04:49 PM | |
| Abraham Euan | Chief Hardware & Mftg Offcr | Sep 18 '25 | Sale | 12.38 | 8,433 | 104,401 | 252,019 | Sep 18 04:09 PM |
| Read Brian | Chief Financial Officer | Sep 11 '25 | Sale | 11.54 | 4,319 | 49,820 | 360,439 | Sep 11 04:15 PM |
| Read Brian | Officer | Sep 11 '25 | Proposed Sale | 13.85 | 4,319 | 59,808 | Sep 11 04:54 PM | |
| Abraham Euan | Officer | Sep 08 '25 | Proposed Sale | 10.60 | 12,603 | 133,607 | Sep 08 04:40 PM | |
| Parang Touraj | Officer | Sep 08 '25 | Proposed Sale | 10.35 | 53,690 | 555,568 | Sep 09 09:11 AM | |
| Read Brian | Chief Financial Officer | Sep 08 '25 | Sale | 10.44 | 7,175 | 74,932 | 364,758 | Sep 08 07:09 PM |
| Kashani Ali | Chief Executive Officer | Sep 08 '25 | Sale | 10.33 | 164,735 | 1,701,713 | 3,434,002 | Sep 08 07:04 PM |
| Abraham Euan | Chief Hardware & Mftg Offcr | Sep 08 '25 | Sale | 10.60 | 12,603 | 133,592 | 260,452 | Sep 08 07:09 PM |
| Parang Touraj | President & COO | Sep 08 '25 | Sale | 10.35 | 53,690 | 555,692 | 1,365,416 | Sep 08 07:05 PM |
| Kashani Ali | Officer | Sep 08 '25 | Proposed Sale | 10.33 | 164,735 | 1,701,729 | Sep 08 05:15 PM | |
| Read Brian | Officer | Sep 08 '25 | Proposed Sale | 10.44 | 7,175 | 74,883 | Sep 08 04:32 PM | |
| Read Brian | Officer | Sep 02 '25 | Proposed Sale | 10.18 | 1,330 | 13,539 | Sep 02 05:29 PM | |
| Read Brian | Chief Financial Officer | Sep 02 '25 | Sale | 10.18 | 1,330 | 13,539 | 371,933 | Sep 02 04:06 PM |
| Vincent Olivier | Director | Aug 28 '25 | Sale | 11.49 | 8,000 | 91,928 | 21,928 | Aug 29 04:10 PM |
| Vincent Olivier | Director | Aug 28 '25 | Proposed Sale | 11.49 | 8,000 | 91,920 | Aug 28 01:25 PM | |
| Dunn Evan | Officer | Aug 25 '25 | Proposed Sale | 10.02 | 5,000 | 50,100 | Aug 25 03:30 PM | |
| Read Brian | Chief Financial Officer | Aug 25 '25 | Sale | 9.82 | 10,216 | 100,321 | 373,263 | Aug 25 04:21 PM |
| Read Brian | Officer | Aug 25 '25 | Proposed Sale | 9.82 | 10,216 | 100,323 | Aug 25 12:50 PM | |
| Dunn Evan | General Counsel | Aug 25 '25 | Sale | 10.01 | 5,000 | 50,050 | 230,767 | Aug 25 04:20 PM |
| Read Brian | Officer | Aug 18 '25 | Proposed Sale | 9.82 | 10,195 | 100,115 | Aug 18 11:43 AM | |
| Read Brian | Chief Financial Officer | Aug 18 '25 | Sale | 9.82 | 10,195 | 100,145 | 383,479 | Aug 18 04:21 PM |
| Armenta Anthony | Chief Software & Data Officer | Aug 05 '25 | Sale | 10.68 | 2,915 | 31,132 | 612,664 | Aug 06 06:21 PM |
| Abraham Euan | Officer | Aug 05 '25 | Proposed Sale | 10.64 | 2,130 | 22,663 | Aug 06 09:10 AM | |
| Parang Touraj | President & COO | Aug 05 '25 | Sale | 10.64 | 5,565 | 59,212 | 1,419,106 | Aug 06 05:53 PM |
| Kashani Ali | Chief Executive Officer | Aug 05 '25 | Sale | 10.74 | 7,467 | 80,196 | 3,598,737 | Aug 06 05:52 PM |
| Read Brian | Chief Financial Officer | Aug 05 '25 | Sale | 10.64 | 2,592 | 27,579 | 393,674 | Aug 06 05:58 PM |
| Dunn Evan | General Counsel | Aug 05 '25 | Sale | 10.68 | 2,015 | 21,520 | 235,767 | Aug 06 05:59 PM |
| Dunn Evan | Officer | Aug 05 '25 | Proposed Sale | 10.68 | 2,015 | 21,527 | Aug 05 04:14 PM | |
| Abraham Euan | Chief Hardware & Mftg Offcr | Aug 05 '25 | Sale | 10.64 | 2,130 | 22,663 | 273,055 | Aug 06 05:56 PM |
| Parang Touraj | Officer | Aug 05 '25 | Proposed Sale | 10.64 | 5,565 | 59,212 | Aug 05 04:48 PM | |
| Read Brian | Officer | Aug 05 '25 | Proposed Sale | 10.64 | 2,592 | 27,584 | Aug 05 04:28 PM | |
| Kashani Ali | Officer | Aug 05 '25 | Proposed Sale | 10.74 | 7,467 | 80,200 | Aug 05 04:39 PM | |
| Read Brian | Chief Financial Officer | Jul 30 '25 | Sale | 10.46 | 1,212 | 12,674 | 396,266 | Jul 30 04:56 PM |
| Read Brian | Officer | Jul 30 '25 | Proposed Sale | 10.46 | 1,212 | 12,674 | Jul 30 01:05 PM | |
| Read Brian | Chief Financial Officer | Jul 01 '25 | Sale | 10.83 | 1,291 | 13,982 | 216,414 | Jul 01 04:33 PM |
| Read Brian | Officer | Jul 01 '25 | Proposed Sale | 10.83 | 1,291 | 13,985 | Jul 01 05:12 PM | |
| Goldberg David Michael | Director | Jun 23 '25 | Proposed Sale | 10.63 | 10,700 | 113,744 | Jun 23 03:09 PM | |
| Goldberg David Michael | Director | Jun 23 '25 | Sale | 10.63 | 10,700 | 113,748 | 50,725 | Jun 23 05:42 PM |
| Read Brian | Officer | Jun 09 '25 | Proposed Sale | 12.59 | 2,000 | 25,180 | Jun 10 07:58 AM | |
| Read Brian | Chief Financial Officer | Jun 09 '25 | Sale | 12.59 | 2,000 | 25,180 | 217,705 | Jun 09 06:09 PM |
| Read Brian | Officer | May 30 '25 | Proposed Sale | 11.57 | 1,295 | 14,977 | Jun 02 09:24 AM | |
| Read Brian | Chief Financial Officer | May 30 '25 | Sale | 11.56 | 1,295 | 14,977 | 219,705 | Jun 02 06:21 PM |
| Read Brian | Chief Financial Officer | May 27 '25 | Sale | 12.15 | 3,000 | 36,450 | 221,000 | May 27 04:51 PM |
| Read Brian | Officer | May 27 '25 | Proposed Sale | 12.15 | 3,000 | 36,450 | May 27 04:18 PM | |
| Read Brian | Officer | May 23 '25 | Proposed Sale | 11.52 | 1,000 | 11,520 | May 23 01:22 PM | |
| Read Brian | Chief Financial Officer | May 22 '25 | Sale | 11.52 | 1,000 | 11,520 | 224,000 | May 23 07:52 PM |
| Read Brian | Officer | May 13 '25 | Proposed Sale | 8.95 | 8,900 | 79,655 | May 13 04:10 PM | |
| Read Brian | Chief Financial Officer | May 13 '25 | Sale | 8.95 | 8,900 | 79,655 | 225,000 | May 13 07:37 PM |
| Report Date | Institution | % Held | Shares Held | Value ($) | % Change QoQ |
|---|---|---|---|---|---|
| 2025-06-30 | Uber Technologies, Inc | 0.00% | 4,748,833 | 55,442,626 | 0.00% |
| 2025-06-30 | Morgan Stanley | 0.00% | 883,203 | 10,311,395 | 113.60% |
| 2025-06-30 | Legal & General Group PLC | 0.00% | 693,929 | 8,101,621 | 14.87% |
| 2025-09-30 | Exchange Traded Concepts LLC | 0.00% | 1,109,001 | 12,947,586 | 11.31% |
| 2025-06-30 | Blackrock Inc. | 0.00% | 2,365,800 | 27,620,715 | 345.25% |
| 2025-06-30 | State Street Corporation | 0.00% | 680,902 | 7,949,530 | 386.19% |
| 2025-06-30 | UBS Group AG | 0.00% | 891,946 | 10,413,469 | -5.65% |
| 2025-06-30 | Geode Capital Management, LLC | 0.00% | 878,668 | 10,258,449 | 176.04% |
| 2025-06-30 | Vanguard Group Inc | 0.00% | 2,072,924 | 24,201,388 | -3.05% |
| 2025-06-30 | Mirae Asset Global ETFs Holdings Ltd. | 0.00% | 721,826 | 8,427,318 | 6.31% |