Monitor the December 2026 Russell reconstitution announcement for potential index inclusion, which could drive passive inflows. No immediate trading catalyst from this filing alone.
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Executive Summary
Ethos Technologies filed an 8-K providing an updated beneficial ownership table as of September 30, 2026, in connection with the December 2026 Russell indices reconstitution. The filing is purely informational with no material financial or operational changes — it discloses that founders Peter Colis (25.4% voting power) and Lingke Wang (24.9%), along with Sequoia Capital (23.4%) and Accel (18.2%), continue to hold super-voting Class B shares that give them 68.6% aggregate voting control.
Key Facts
- Class A shares outstanding: 41,714,064; Class B shares outstanding: 23,269,929 as of September 30, 2026
- Founders Peter Colis and Lingke Wang hold 25.4% and 24.9% total voting power respectively via Class B super-voting shares (20 votes per share)
- Sequoia Capital entities hold 5,928,755 Class B shares (23.4% voting power); Accel entities hold 4,607,915 Class B shares (18.2% voting power)
- SoftBank holds 3,128,902 Class A shares (7.5% of Class A)
- All executive officers and directors as a group hold 68.6% total voting power
- Company provides no assurance its shares will be included in any Russell indices
Financial Impact
No financial impact — this is a routine beneficial ownership disclosure for index reconstitution purposes
Risk Factors
- Company explicitly states no assurances of Russell index inclusion
- Highly concentrated voting control (68.6% held by insiders) limits public shareholder influence
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-419073 |
| Document: 0001193125-26-419073-index-headers.html | 0001193125-26-419073 |
| Document: 0001193125-26-419073-index.html | 0001193125-26-419073 |
| Document: 0001193125-26-419073.txt | 0001193125-26-419073 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | Insider Cluster | $38.86 $42.30 | ▼ −8.85% | ▼ −9.00% | $42.53 (−9.44%) |
Oct 16, 2026 11d ago | 144 | $38.86 $42.30 | ▼ −8.85% | ▼ −9.00% | $42.53 (−9.44%) |
Oct 14, 2026 13d ago | 144 | $38.76 $43.53 | ▲ +12.31% | ▲ +13.32% | $42.53 (+9.73%) |
Oct 9, 2026 18d ago | 8-K | $37.36 $38.86 | ▲ +4.01% | ▲ +5.51% | $42.53 (+13.84%) |
Sep 18, 2026 5w ago | Insider Cluster | $36.49 $34.24 | ▲ +6.17% | ▲ +5.15% | $42.53 (−16.55%) |
Sep 16, 2026 5w ago | 8-K | $38.55 $33.91 | ▼ −12.04% | ▼ −14.60% | $42.53 (+10.32%) |
Aug 21, 2026 9w ago | Insider Cluster | $36.72 $36.33 | ▲ +1.06% | ▲ +1.53% | $42.53 (−15.82%) |
Aug 21, 2026 9w ago | Insider Cluster | $36.72 $36.33 | ▲ +1.06% | ▲ +1.53% | $42.53 (−15.82%) |
Aug 21, 2026 9w ago | Insider Cluster | $36.72 $36.33 | ▲ +1.06% | ▲ +1.53% | $42.53 (−15.82%) |
Aug 18, 2026 10w ago | Insider Cluster | $32.85 $39.11 | ▼ −19.06% | ▼ −19.44% | $42.53 (−29.47%) |
US Market Status
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