Private company

CCUR Holdings, Inc.

American finance services company based in Duluth, incorporated in Delaware. Summary from the record

Last updated Oct 21, 2026.

Overview

IndustryFinance Services²
HeadquartersDuluth, United States²
Legal formCorporation²
LEI2549008KLG9Z9AWGSD18²
StatusActive²
LEI statusLapsed (not renewed)²
Registered addressc/o Cogency Global Inc., 30076 Dover, United States²
Registered withDivision of Corporations, Department of State, 919620²

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Corporate structure

CCUR Holdings, Inc. sits at the top of its group. 4 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of CCUR Holdings, Inc.

DIMENSIONAL FUND ADVISORS LP Filed SCHEDULE 13G/A on CCUR Holdings, Inc., latest Jul 15, 2025 (3 filings since Feb 10, 2023)

CCUR Holdings, Inc. Duluth, Georgia, United States
- Neptune Wellness Solutions Inc. Stake · Laval, Canada
- NEXTNAV INC. Stake · Reston, Virginia
- Symbolic Logic, Inc. Stake · Austin, Texas

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (3 companies). Each entity in the chart links to its source.

Leadership

Who has led CCUR Holdings, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

Chair

President

Chief financial officer

Chief operating officer

2010201520202025

Chief executive officerWayne Barr Jr. Mar 1, 2019 to Feb 19, 2020³
Chief executive officerDerek Elder Dec 1, 2014 to Feb 10, 2017⁴
Chief executive officerDan Mondor Apr 24, 2008 to Nov 6, 2014⁵
Chief executive officerThomas Gary Trimm Aug 15, 2006 to Aug 22, 2007⁶
ChairWayne Barr Jr. Nov 5, 2019 to Nov 5, 2019⁷
ChairSteve Nussrallah Nov 2, 2006 to Oct 30, 2014⁸
PresidentIgor Volshteyn Jun 16, 2020 to Oct 28, 2020⁹
PresidentDerek Elder Dec 1, 2014 to Feb 10, 2017⁴
PresidentDan Mondor Sep 7, 2010 to Nov 6, 2014¹⁰
Chief financial officerWarren Sutherland May 16, 2017 to Feb 19, 2020¹¹
Chief financial officerEmory O. Berry Mar 12, 2007 to May 16, 2017¹²
Chief operating officerIgor Volshteyn Jun 16, 2020 to Oct 28, 2020⁹
Chief operating officerWarren K. Neuburger Aug 15, 2006 to Aug 15, 2006¹³

Board members and other officers (17)

CMO & SVPDavid Charles King Sep 3, 2010 to Sep 7, 2010¹⁴
SVP - MDASPaul B. Haddad Sep 3, 2010 to Sep 7, 2010¹⁵
EVP and SecretaryKirk Somers Sep 7, 2010 to Sep 13, 2012¹⁶
Board memberDavid J. Nicol Feb 15, 2018 to Oct 28, 2020¹⁷
Board memberSteven G. Singer Aug 4, 2017 to Oct 28, 2020¹⁸
Board memberWayne Barr Jr. Sep 2, 2016 to Feb 19, 2020¹⁹
Board memberDerek Elder Feb 2, 2015 to Feb 2, 2015²⁰
Board memberDilip Singh Aug 2, 2012 to Feb 20, 2018²¹
Board memberRobert M. Pons Aug 2, 2012 to Nov 16, 2020²²
Board memberSteve Nussrallah Oct 29, 2012 to Nov 15, 2016²³
Board memberDan Mondor Sep 7, 2010 to Nov 6, 2014¹⁰
Board memberKrish Panu Nov 20, 2008 to Nov 20, 2008²⁴
Board memberAlex Best Nov 2, 2006 to Oct 31, 2007²⁵
Board memberC. Shelton James Nov 2, 2006 to Nov 10, 2015²⁶
Board memberLarry L. Enterline Nov 2, 2006 to Nov 14, 2016²⁷
Board memberR. Charles Blackmon Nov 2, 2006 to Nov 14, 2016²⁸
General counselKirk Somers May 2, 2006 to Aug 31, 2009²⁹

Timeline

Mar 1, 2019New chief executive Wayne Barr Jr. becomes CEO³
Dec 1, 2014New chief executive Derek Elder becomes CEO⁴
Apr 24, 2008New chief executive Dan Mondor becomes CEO⁵
Aug 15, 2006New chief executive Thomas Gary Trimm becomes CEO⁶

Filings

3 filings to the SEC since October 2021: 3 large holders. The latest 3:

Jul 15, 2025SCHEDULE 13G/A EDGAR
Feb 9, 2024SC 13G/A SEC SCHEDULE 13G EDGAR
Feb 10, 2023SC 13G/A SEC SCHEDULE 13G EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

DIMENSIONAL FUND ADVISORS LPSCHEDULE 13G/A, 3 filings Feb 10, 2023 to Jul 15, 2025³⁰

Stakes it holds

CCUR Holdings, Inc. has told the SEC it owns more than 5% of 3 companies, latest first (Schedules 13D and 13G).

NEXTNAV INC.SC 13G/A Nov 8, 2021 to Feb 12, 2024³¹
Neptune Wellness Solutions Inc.SC 13G/A Feb 17, 2023 to Feb 12, 2024³²
Symbolic Logic, Inc.SC 13D/A Aug 1, 2022 to Nov 2, 2022³³

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARCCUR Holdings, Inc. filings on SEC EDGAR
2
GLEIFCCUR Holdings, Inc. LEI record (2549008KLG9Z9AWGSD18)
3
SEC EDGARWayne Barr Jr., Chief executive officer
4
SEC EDGARDerek Elder, Chief executive officer
5
SEC EDGARDan Mondor, Chief executive officer
6
SEC EDGARThomas Gary Trimm, Chief executive officer
7
SEC EDGARWayne Barr Jr., Chair
8
SEC EDGARSteve Nussrallah, Chair
9
SEC EDGARIgor Volshteyn, President
10
SEC EDGARDan Mondor, President
11
SEC EDGARWarren Sutherland, Chief financial officer
12
SEC EDGAREmory O. Berry, Chief financial officer
13
SEC EDGARWarren K. Neuburger, Chief operating officer
14
SEC EDGARDavid Charles King, CMO & SVP
15
SEC EDGARPaul B. Haddad, SVP - MDAS
16
SEC EDGARKirk Somers, EVP and Secretary
17
SEC EDGARDavid J. Nicol, Board member
18
SEC EDGARSteven G. Singer, Board member
19
SEC EDGARWayne Barr Jr., Board member
20
SEC EDGARDerek Elder, Board member
21
SEC EDGARDilip Singh, Board member
22
SEC EDGARRobert M. Pons, Board member
23
SEC EDGARSteve Nussrallah, Board member
24
SEC EDGARKrish Panu, Board member
25
SEC EDGARAlex Best, Board member
26
SEC EDGARC. Shelton James, Board member
27
SEC EDGARLarry L. Enterline, Board member
28
SEC EDGARR. Charles Blackmon, Board member
29
SEC EDGARKirk Somers, General counsel
30
SEC EDGARDIMENSIONAL FUND ADVISORS LP SCHEDULE 13G/A on CCUR Holdings, Inc.
31
SEC EDGARCCUR Holdings, Inc. SC 13G/A on NEXTNAV INC.
32
SEC EDGARCCUR Holdings, Inc. SC 13G/A on Neptune Wellness Solutions Inc.
33
SEC EDGARCCUR Holdings, Inc. SC 13D/A on Symbolic Logic, Inc.