P10 Inc SEC Filings

Sarita Narson Jairath, EVP & Global Head of Client Solutions at P10, Inc. (PX), reported equity activity tied to restricted stock units and a sale of shares. The reporting person was granted a total of 61,413 RSUs, each representing one share of Class A common stock, with one-third of the grant vesting on each of the first three anniversaries of the grant date if continuous service is maintained. On 09/16/2025 transactions show 20,471 RSUs recorded as acquired and a reported disposition of 10,451 shares at $11.96 per share. After these transactions the reporting person beneficially owns 40,942 shares of Class A common stock.

Edwin A. Poston, a director and more-than-10% owner of P10, Inc. (PX), reported sales and holdings changes on Form 4. The filing discloses that on September 11, 2025 the Reporting Person sold 30,000 shares of Class A Common Stock at a weighted average price of $12.52 per share. The Form 4 also shows 60,502 shares disposed that are owned directly by the Reporting Person and reports beneficial ownership indirect holdings of 2,531,507 shares by TrueBridge Colonial Fund and 521,664 shares by the Edwin A. Poston Revocable Trust. The filing includes standard disclaimers that the Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest and notes he serves on the issuer's board.

Jon I. Madorsky Revocable Trust, which is reported as beneficially owned by Jon I. Madorsky as trustee, disposed of 50,000 shares of P10, Inc. Class A common stock on 08/26/2025 at a reported price of $12.4522 per share. After the sale, the Madorsky Trust is reported to beneficially own 445,574 shares, held indirectly.

The Form 4 identifies the reporting person as an officer/other and notes the potential that the reporting person may be part of a Section 13(d) group owning more than 10% of the company. The filing is signed by an attorney-in-fact for the reporting person.

Edwin A. Poston, a director and reported >10% owner of P10, Inc. (PX), filed a Form 4 disclosing share disposals on 08/28/2025. The filing shows 15,000 shares sold at $12.57 and an additional 60,502 shares disposed, for total reported dispositions of 75,502 Class A common shares on that date. After the transactions, the Form 4 reports the Reporting Person and affiliated vehicles beneficially own 2,561,507 shares directly or indirectly, including shares held by TrueBridge Colonial Fund and the Edwin A. Poston Revocable Trust. The filing notes the Reporting Person serves on the issuer's board and disclaims beneficial ownership except to his pecuniary interest.

Thomas P. Danis, Jr. Revocable Living Trust reported the sale of 21,700 shares of P10, Inc. Class A common stock on 08/27/2025 at a price of $12.3692 per share. The Form 4 was filed as a single reporting person and signed by an attorney in fact, Amanda Coussens, on 08/29/2025. The filing includes a remark that the reporting person may be part of a Section 13(d) group that collectively owns more than 10% of the issuer.

P10, Inc. insider filings show Director and >10% owner Edwin A. Poston executed multiple sales of Class A common stock in August 2025. On 08/22/2025 Mr. Poston sold 70,000 shares at a weighted-average price of $12.803, reducing his reported beneficial ownership from 2,603,531 shares. On 08/26/2025 he sold 27,024 shares at a weighted-average price of $12.499, leaving 2,576,507 shares reported as beneficially owned by entities associated with Mr. Poston. The filing also reports 60,502 shares sold (no transaction date shown in the table) and 521,664 shares held indirectly by the Edwin A. Poston Revocable Trust. The Form 4 discloses that some holdings are owned by TrueBridge Colonial Fund and that Mr. Poston may be part of a group owning more than 10%.

Thomas P. Danis, Jr. Revocable Living Trust reported transactions in P10, Inc. (PX) securities. On 08/14/2025 the trust sold 22,698 Class A shares at $12.6161 per share. On 08/16/2025 the reporting person converted or received 17,700 Class B shares into Class A shares, and on 08/19/2025 an additional 4,000 Class B shares were converted or received into Class A shares, resulting in reported beneficial ownership of 2,113,270 Class A-equivalent shares after the 08/16 transaction and 2,109,270 Class A-equivalent shares after the 08/19 transaction. The filing notes transfers to the reporting person’s ex-spouse pursuant to a domestic relations order and indicates some shares are held through an LLC controlled by Mr. Danis. The form may indicate the reporting person is part of a group owning over 10% of the company.

P10, Inc. (PX) filed a Form 144 notifying the proposed sale of 250,000 common shares through broker BTIG, LLC on the NYSE, with an aggregate market value of $3,187,500. The shares were acquired in a merger/acquisition on 10/02/2020 from "P10 inc com Cl A." The filer reports 77,843,007 shares outstanding, making the proposed sale roughly 0.32% of outstanding shares. No securities were reported sold by the filer in the past three months. The notice includes the standard statement that the seller is not aware of undisclosed material adverse information.

P10, Inc. (PX) 10-Q — quarter ended June 30, 2025. Total assets $932,165k vs $869,275k at 12/31/2024; cash and cash equivalents $33,440k; restricted cash $774k; total cash including restricted $34,214k. Debt obligations $373,021k vs $319,783k; goodwill $558,150k; intangibles, net $119,499k.

Results: Q2 revenues $72,704k vs $71,076k; management & advisory fees $71,516k. Q2 income from operations $17,733k; Q2 net income $4,200k (net income attributable to P10 $3,383k). Six-months: revenues $140,371k; net income $8,896k (attributable $7,905k). Operating cash flow provided $8,657k; investing cash used $42,935k (includes $40,237k acquisitions net of cash acquired); financing cash flow net $306k (includes $59,500k borrowings, $41,231k Class A repurchases, dividends paid $8,094k). Acquisition activity: Qualitas acquired April 4, 2025; contingent consideration liability related to Qualitas $13,126k. Total equity $388,941k.