| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| George Apostolou | - | 87,169 | 0 | 28 Jan, 2022 |
| Derek Steven Berset | - | 70,332 | 0 | 18 Jun, 2025 |
| Anthony Saravanos | - | 57,160 | 0 | 18 Jun, 2025 |
| Harold Jack Winner | - | 49,485 | 0 | 19 Dec, 2022 |
| Christos Politis | - | 43,711 | 0 | 19 May, 2025 |
| Dennis Reppard Iii Deloach | - | 35,839 | 0 | 18 Jun, 2025 |
| Anthony N Leo | Chief Executive Officer | 35,302 | 0 | 19 May, 2025 |
| Trifon Houvardas | - | 0 | 31,242 | 22 Dec, 2021 |
| Tarek Helal | - | 24,473 | 0 | 19 Sep, 2024 |
| Bradly William Spoor | - | 0 | 21,928 | 18 Jun, 2025 |
| Thomas Gerard Zernick | Ceo | 18,565 | 0 | 06 Feb, 2026 |
| Robin Leigh Oliver | President, Coo | 10,962 | 0 | 06 Feb, 2026 |
| Alexander Octavius Harris | - | 6,756 | 0 | 18 Jun, 2025 |
| Sheryl Wudunn | - | 6,336 | 0 | 18 Jun, 2025 |
| Matthew Mann Luckey | Executive Vice President | 5,457 | 0 | 24 Oct, 2022 |
| Barbara J Zipperian | - | 5,084 | 0 | 18 Jun, 2025 |
| Brandi Nicole Jaber | Executive Vice President | 4,946 | 0 | 06 Feb, 2023 |
| Scott Joseph Mckim | Evp, Chief Financial Officer | 3,142 | 0 | 06 Feb, 2026 |
| Bradly William Spoor | - | 3,053 | 0 | 19 May, 2025 |
| Harold Jack Winner | - | 0 | 2,300 | 31 Jan, 2022 |
| Thomas Gerard Zernick | Ceo | 0 | 1,659 | 07 Mar, 2025 |
| Anthony N Leo | - | 0 | 1,659 | 07 Mar, 2025 |
| Anthony N Leo | Chief Executive Officer | 0 | 1,570 | 12 Mar, 2024 |
| Rhonda S Tudor | Svp, Chief Accounting Officer | 1,531 | 0 | 06 Feb, 2026 |
| Robin Leigh Oliver | President, Coo | 0 | 1,072 | 07 Mar, 2025 |
| Tarek Helal | - | 0 | 1,000 | 06 May, 2022 |
| Rhonda S Tudor | Svp, Chief Accounting Officer | 0 | 257 | 07 Mar, 2025 |
| Scott Joseph Mckim | Evp, Chief Financial Officer | 0 | 80 | 07 Mar, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Feb, 2026 | Thomas Gerard Zernick | Common Stock | A | 249 | $6.02 | 19,455 | D | J |
| 05 Feb, 2026 | Rhonda S Tudor | Common Stock | A | 17 | $6.02 | 1,531 | D | J |
| 05 Feb, 2026 | Robin Leigh Oliver | Common Stock | A | 50 | $6.02 | 11,587 | D | J |
| 05 Feb, 2026 | Scott Joseph Mckim | Common Stock | A | 50 | $6.02 | 3,306 | D | J |
| 03 Feb, 2026 | Robin Leigh Oliver | Common Stock | D | 134 | $6.65 | 11,453 | D | F |
| 03 Feb, 2026 | Scott Joseph Mckim | Common Stock | D | 89 | $6.65 | 3,217 | D | F |
| 03 Feb, 2026 | Thomas Gerard Zernick | Common Stock | D | 890 | $6.65 | 18,565 | D | F |
| 23 Jan, 2026 | Robin Leigh Oliver | Common Stock | D | 134 | $6.70 | 11,319 | D | F |
| 23 Jan, 2026 | Scott Joseph Mckim | Common Stock | D | 75 | $6.70 | 3,142 | D | F |
| 26 Jan, 2026 | Robin Leigh Oliver | Common Stock | D | 119 | $6.82 | 11,200 | D | F |
| 26 Jan, 2026 | Robin Leigh Oliver | Common Stock | D | 119 | $6.82 | 11,081 | D | F |
| 27 Jan, 2026 | Robin Leigh Oliver | Common Stock | D | 119 | $6.74 | 10,962 | D | F |
| 24 Oct, 2025 | Rhonda S Tudor | Common Stock | D | 228 | $9.41 | 1,515 | D | F |
| 13 Nov, 2025 | Rhonda S Tudor | Common Stock | A | 40 | $7.43 | 1,743 | D | J |
| 13 Nov, 2025 | Scott Joseph Mckim | Common Stock | A | 40 | $7.43 | 3,256 | D | J |
| 13 Nov, 2025 | Robin Leigh Oliver | Common Stock | A | 40 | $7.43 | 11,537 | D | J |
| 13 Nov, 2025 | Thomas Gerard Zernick | Common Stock | A | 202 | $7.43 | 19,206 | D | J |
| 07 Aug, 2025 | Thomas Gerard Zernick | Common Stock | A | 136 | $11.07 | 19,004 | D | J |
| 07 Aug, 2025 | Scott Joseph Mckim | Common Stock | A | 27 | $11.07 | 3,216 | D | J |
| 07 Aug, 2025 | Rhonda S Tudor | Common Stock | A | 27 | $11.07 | 1,702 | D | J |