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[Form 4] Cannae Holdings, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Cannae Holdings, Inc. (CNNE) – Form 4 filing dated 07/01/2025

Director Erika Meinhardt reported a single insider transaction on 06/30/2025. Under the company’s Director Retainer Election Program, she acquired 810 shares of CNNE common stock (Transaction Code A) at an indicated value of $20.85 per share. Following the grant, Meinhardt now holds 135,202 shares directly.

No derivative securities were involved and there were no dispositions. The filing was made individually (not a joint filing) and was signed by attorney-in-fact Carol Nairn on 07/01/2025.

  • Nature of acquisition: non-open-market, compensation-related.
  • Ownership impact: increases direct holdings by +0.6% (810 ÷ 134,392 prior shares).
  • Regulatory note: the transaction complies with Section 16(a) reporting obligations.

Positive

  • Director increased personal holdings, suggesting continued confidence and alignment with shareholder interests.

Negative

  • None.

Insights

TL;DR Small, routine director share accrual; mildly positive as it signals continued alignment but immaterial to valuation.

The 810-share award, valued at about $17 k, marginally lifts the director’s stake to 135,202 shares. Such retainer-in-kind elections are typical board-level compensation and do not reflect discretionary open-market buying. Nonetheless, insider additions—even small—often convey confidence and strengthen governance alignment. Given Cannae’s 78 m outstanding shares, the purchase represents <0.001% of float and should have no immediate price impact. I classify the disclosure as neutral-to-slightly positive for sentiment but not materially impactful for investors.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Meinhardt Erika

(Last) (First) (Middle)
1701 VILLAGE CENTER CIRCLE

(Street)
LAS VEGAS NV 89134

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Cannae Holdings, Inc. [ CNNE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 06/30/2025 A 810(1) A $20.85 135,202 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares obtained under Director Retainer Election Program.
/s/ Carol Nairn, as attorney-in-fact 07/01/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many CNNE shares did Director Erika Meinhardt acquire?

810 common shares were acquired on 06/30/2025.

At what price were the CNNE shares recorded in the Form 4?

The filing lists a value of $20.85 per share for the acquired shares.

What is Erika Meinhardt’s total direct ownership after the transaction?

She now directly owns 135,202 shares of Cannae Holdings.

Was this an open-market purchase of CNNE stock?

No. The shares were issued under the Director Retainer Election Program, a non-open-market award.

Does the Form 4 indicate any derivative security activity?

No. Table II shows zero derivative transactions for this filing.
Cannae Holdings

NYSE:CNNE

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CNNE Stock Data

813.74M
43.33M
12.07%
95.65%
4.77%
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