As of May 14, 2026, the three largest insider holders of AII are James E Sowell (TenPercentOwner, 4.47Mn shares), James E Sowell (TenPercentOwner, 4.47Mn shares), Robert C Ritchie (Chief Executive Officer, 2.44Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James E Sowell | - | 0 | 4,473,824 | 05 Dec, 2025 |
| James E Sowell | - | 0 | 4,473,824 | 05 Dec, 2025 |
| Robert C Ritchie | Chief Executive Officer | 2,436,918 | 0 | 04 Mar, 2026 |
| Robert C Ritchie | Chief Executive Officer | 2,436,918 | 0 | 04 Mar, 2026 |
| Jon P Ritchie | President | 181,239 | 0 | 04 Mar, 2026 |
| Jon P Ritchie | President | 181,239 | 0 | 04 Mar, 2026 |
| Steven E Smathers | - | 174,927 | 0 | 01 Apr, 2026 |
| Steven E Smathers | - | 174,927 | 0 | 01 Apr, 2026 |
| Benjamin A Lurie | Chief Financial Officer | 85,534 | 0 | 04 Mar, 2026 |
| Benjamin A Lurie | Chief Financial Officer | 85,534 | 0 | 04 Mar, 2026 |
| David Lewis Clark | Chairman | 18,826 | 0 | 04 Mar, 2026 |
| David Lewis Clark | Chairman | 18,826 | 0 | 04 Mar, 2026 |
| Brian Foley | Chief Financial Officer | 4,262 | 0 | 08 Apr, 2026 |
| Steven B Mathis | - | 3,126 | 0 | 01 Apr, 2026 |
| Ernest N Csiszar | - | 3,126 | 0 | 01 Apr, 2026 |
| Steven B Mathis | - | 3,126 | 0 | 01 Apr, 2026 |
| Ernest N Csiszar | - | 3,126 | 0 | 01 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 06 Apr, 2026 | Brian Foley | Common Stock | A | 4,262 | $0.00 | 4,262 | D | A |
| 31 Mar, 2026 | Steven B Mathis | Common Stock | A | 778 | $0.00 | 3,126 | D | A |
| 31 Mar, 2026 | Steven B Mathis | Common Stock | A | 778 | $0.00 | 3,126 | D | A |
| 31 Mar, 2026 | Ernest N Csiszar | Common Stock | A | 778 | $0.00 | 3,126 | D | A |
| 31 Mar, 2026 | Steven E Smathers | Common Stock | A | 778 | $0.00 | 174,927 | D | A |
| 31 Mar, 2026 | Ernest N Csiszar | Common Stock | A | 778 | $0.00 | 3,126 | D | A |
| 31 Mar, 2026 | Steven E Smathers | Common Stock | A | 778 | $0.00 | 174,927 | D | A |
| 02 Mar, 2026 | Robert C Ritchie | Common Stock | A | 19,706 | $0.00 | 2,436,918 | D | A |
| 02 Mar, 2026 | Jon P Ritchie | Common Stock | A | 11,814 | $0.00 | 181,239 | D | A |
| 02 Mar, 2026 | Jon P Ritchie | Common Stock | A | 11,814 | $0.00 | 181,239 | D | A |
| 02 Mar, 2026 | Robert C Ritchie | Common Stock | A | 19,706 | $0.00 | 2,436,918 | D | A |
| 02 Mar, 2026 | David Lewis Clark | Common Stock | A | 9,451 | $0.00 | 18,826 | D | A |
| 02 Mar, 2026 | Benjamin A Lurie | Common Stock | A | 3,166 | $0.00 | 85,534 | D | A |
| 02 Mar, 2026 | David Lewis Clark | Common Stock | A | 9,451 | $0.00 | 18,826 | D | A |
| 02 Mar, 2026 | Benjamin A Lurie | Common Stock | A | 3,166 | $0.00 | 85,534 | D | A |
| 31 Dec, 2025 | Steven E Smathers | Common Stock | A | 735 | $0.00 | 174,149 | D | A |
| 31 Dec, 2025 | Steven E Smathers | Common Stock | A | 735 | $0.00 | 174,149 | D | A |
| 31 Dec, 2025 | Steven B Mathis | Common Stock | A | 735 | $0.00 | 2,348 | D | A |
| 31 Dec, 2025 | Ernest N Csiszar | Common Stock | A | 735 | $0.00 | 2,348 | D | A |
| 31 Dec, 2025 | Ernest N Csiszar | Common Stock | A | 735 | $0.00 | 2,348 | D | A |