ANDG

SEC source: 0001193125-26-299707 · ownership.xml · nonDerivative · entry 1

Durable Capital Partners LP · CIK 0001798849 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote (1)

Disclosed balance after: 1,333,749

F1 · ownership.nature: The securities are held directly by Durable Capital Master Fund LP ("Durable Capital Master Fund"). Durable Capital Partners LP ("Durable Capital") acts as the investment adviser to Durable Capital Master Fund and has sole voting power and sole investment power over the securities reported on this Form 4. Durable Capital Partners GP LLC ("Durable GP") is the general partner of Durable Capital, and Henry Ellenbogen is the chief investment officer of Durable Capital and the managing member of Durable GP. Each of Durable Capital Master Fund, Durable Capital, Durable GP and Mr. Ellenbogen disclaim beneficial ownership of the reported securities, except to the extent of any pecuniary interest therein.

SEC source: 0001193125-26-236973 · ownership.xml · nonDerivative · entry 1

Gunderson Robert V JR · CIK 0001302450 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

SEC source: 0001193125-26-037596 · ownership.xml · derivative · entry 2

Vorsatz Mark Lawrence · CIK 0002071142 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 2,000,000

Underlying: Class A Common Stock · 200,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Andersen Aggregator LLC ("Aggregator") dated as of December 16, 2025 (the "Aggregator LLCA"), as disclosed in the prospectus of Andersen Group Inc. (the "Issuer"), the Class X Aggregator Units held by the Reporting Person are ultimately exchangeable for cash or, at the Issuer's election, shares of Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments and compliance with lock-up, vesting and transfer restrictions and the terms of the Aggregator LLCA. Upon an exchange of the Class X Aggregator Units, an equal number of shares of Class B common stock of the Issuer accompanying the Class X Aggregator Units and held by Andersen Aggregator LLC or its permitted transferee will be automatically cancelled for no additional consideration. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F2 · kind: The reported transaction reflects a transfer from the Reporting Person's direct holdings to a trust controlled by the Reporting Person, for no consideration. The securities continue to be subject to the lock-up restrictions described in the Issuer's prospectus filed with the Securities and Exchange Commission on December 17, 2025.

F1 · price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Andersen Aggregator LLC ("Aggregator") dated as of December 16, 2025 (the "Aggregator LLCA"), as disclosed in the prospectus of Andersen Group Inc. (the "Issuer"), the Class X Aggregator Units held by the Reporting Person are ultimately exchangeable for cash or, at the Issuer's election, shares of Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments and compliance with lock-up, vesting and transfer restrictions and the terms of the Aggregator LLCA. Upon an exchange of the Class X Aggregator Units, an equal number of shares of Class B common stock of the Issuer accompanying the Class X Aggregator Units and held by Andersen Aggregator LLC or its permitted transferee will be automatically cancelled for no additional consideration. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.exercise_date: The reported units shall be vested with respect to 50% of the shares as of December 16, 2025, and shall vest annually thereafter in equal installments over the following five years, subject to the Reporting Person's continuous service to the Issuer through each such vesting date.

F3 · derivative.expiration_date: The reported units shall be vested with respect to 50% of the shares as of December 16, 2025, and shall vest annually thereafter in equal installments over the following five years, subject to the Reporting Person's continuous service to the Issuer through each such vesting date.

F4 · ownership.nature: Consists of (i) 1,400,000 Class X Aggregator Units held by entities controlled by and/or affiliated with the Reporting Person which are indirectly exchangeable for 1,400,000 shares of Class A common stock and (ii) 600,000 Class X Aggregator Units held by immediate family members of the Reporting Person which are indirectly exchangeable for 600,000 shares of Class A common stock, and over which the Reporting Person exercises voting control. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

SEC source: 0001193125-26-037596 · ownership.xml · derivative · entry 1

Vorsatz Mark Lawrence · CIK 0002071142 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000,000

Underlying: Class A Common Stock · 200,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Andersen Aggregator LLC ("Aggregator") dated as of December 16, 2025 (the "Aggregator LLCA"), as disclosed in the prospectus of Andersen Group Inc. (the "Issuer"), the Class X Aggregator Units held by the Reporting Person are ultimately exchangeable for cash or, at the Issuer's election, shares of Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments and compliance with lock-up, vesting and transfer restrictions and the terms of the Aggregator LLCA. Upon an exchange of the Class X Aggregator Units, an equal number of shares of Class B common stock of the Issuer accompanying the Class X Aggregator Units and held by Andersen Aggregator LLC or its permitted transferee will be automatically cancelled for no additional consideration. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F2 · kind: The reported transaction reflects a transfer from the Reporting Person's direct holdings to a trust controlled by the Reporting Person, for no consideration. The securities continue to be subject to the lock-up restrictions described in the Issuer's prospectus filed with the Securities and Exchange Commission on December 17, 2025.

F1 · price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Andersen Aggregator LLC ("Aggregator") dated as of December 16, 2025 (the "Aggregator LLCA"), as disclosed in the prospectus of Andersen Group Inc. (the "Issuer"), the Class X Aggregator Units held by the Reporting Person are ultimately exchangeable for cash or, at the Issuer's election, shares of Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments and compliance with lock-up, vesting and transfer restrictions and the terms of the Aggregator LLCA. Upon an exchange of the Class X Aggregator Units, an equal number of shares of Class B common stock of the Issuer accompanying the Class X Aggregator Units and held by Andersen Aggregator LLC or its permitted transferee will be automatically cancelled for no additional consideration. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.exercise_date: The reported units shall be vested with respect to 50% of the shares as of December 16, 2025, and shall vest annually thereafter in equal installments over the following five years, subject to the Reporting Person's continuous service to the Issuer through each such vesting date.

F3 · derivative.expiration_date: The reported units shall be vested with respect to 50% of the shares as of December 16, 2025, and shall vest annually thereafter in equal installments over the following five years, subject to the Reporting Person's continuous service to the Issuer through each such vesting date.

SEC source: 0001193125-25-328754 · ownership.xml · nonDerivative · entry 1

JOYCE JOHN R · CIK 0001180451 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,422

F1 · kind: These shares of Class A common stock were purchased by the Reporting Person through a directed share program in connection with the Issuer's initial public offering of Class A common stock.

SEC source: 0001193125-25-328741 · ownership.xml · nonDerivative · entry 1

Gunderson Robert V JR · CIK 0001302450 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,633

F1 · kind: These shares of Class A common stock were purchased by the Reporting Person through a directed share program in connection with the Issuer's initial public offering of Class A common stock.

SEC source: 0001193125-25-328764 · ownership.xml · nonDerivative · entry 1

OLSON RONALD L · CIK 0001192668 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,896

F1 · kind: These shares of Class A common stock were purchased by the Reporting Person through a directed share program in connection with the Issuer's initial public offering of Class A common stock.

SEC source: 0001193125-25-328740 · ownership.xml · nonDerivative · entry 1

Nicolai John · CIK 0002084214 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,475

F1 · kind: These shares of Class A common stock were purchased by the Reporting Person through a directed share program in connection with the Issuer's initial public offering of Class A common stock.

SEC source: 0001193125-25-327037 · ownership.xml · nonDerivative · entry 2

Durable Capital Partners LP · CIK 0001798849 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote (1)

Disclosed balance after: 1,670,485

F1 · ownership.nature: The securities are held directly by Durable Capital Master Fund LP ("Durable Capital Master Fund"). Durable Capital Partners LP ("Durable Capital") acts as the investment adviser to Durable Capital Master Fund and has sole voting power and sole investment power over the securities reported on this Form 4. Durable Capital Partners GP LLC ("Durable GP") is the general partner of Durable Capital, and Henry Ellenbogen is the chief investment officer of Durable Capital and the managing member of Durable GP. Each of Durable Capital Master Fund, Durable Capital, Durable GP and Mr. Ellenbogen disclaim beneficial ownership of the reported securities, except to the extent of any pecuniary interest therein.

SEC source: 0001193125-25-327037 · ownership.xml · nonDerivative · entry 1

Durable Capital Partners LP · CIK 0001798849 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote (1)

Disclosed balance after: 1,562,500

F1 · ownership.nature: The securities are held directly by Durable Capital Master Fund LP ("Durable Capital Master Fund"). Durable Capital Partners LP ("Durable Capital") acts as the investment adviser to Durable Capital Master Fund and has sole voting power and sole investment power over the securities reported on this Form 4. Durable Capital Partners GP LLC ("Durable GP") is the general partner of Durable Capital, and Henry Ellenbogen is the chief investment officer of Durable Capital and the managing member of Durable GP. Each of Durable Capital Master Fund, Durable Capital, Durable GP and Mr. Ellenbogen disclaim beneficial ownership of the reported securities, except to the extent of any pecuniary interest therein.