| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert J Brilon | Chief Financial Officer | 5,135,720 | 0 | 29 Nov, 2023 |
| Calvin Cao | - | 0 | 51,507,749 | 06 Jul, 2022 |
| Benjamin B Tran | Chief Executive Officer | 51,517,749 | 251,470,529 | 06 Jul, 2022 |
| Michael Hanh Cao | - | 0 | 231,784,870 | 06 Jul, 2022 |
| Gregory Daniel Trimarche | - | 1,000,000 | 0 | 29 Nov, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Apr, 2024 | Benjamin B Tran | Options (Right to Buy) | A | 142,858 | $0.00 | 142,858 | D | D |
| 24 Apr, 2024 | Cole Wayne Johnson | Options (Right to Buy) | A | 485,715 | $0.00 | 485,715 | D | D |
| 26 Aug, 2025 | James L Stock | Options (Right to Buy) | A | 45,000 | $0.00 | 45,000 | D | A |
| 26 Aug, 2025 | James L Stock | Options (Right to Buy) | A | 45,000 | $0.00 | 45,000 | D | A |
| 26 Aug, 2025 | Robert J Brilon | Options (Right to Buy) | A | 210,000 | $0.00 | 210,000 | D | A |
| 26 Aug, 2025 | Montgomery L Bannerman | Options (Right to Buy) | A | 45,000 | $0.00 | 45,000 | D | A |
| 26 Aug, 2025 | James L Stock | Options (Right to Buy) | A | 45,000 | $0.00 | 45,000 | D | A |
| 24 Apr, 2024 | Cole Wayne Johnson | Options (Right to Buy) | A | 485,715 | $0.00 | 485,715 | D | D |
| 24 Apr, 2024 | Benjamin B Tran | Options (Right to Buy) | A | 142,858 | $0.00 | 142,858 | D | D |
| 24 Apr, 2024 | Benjamin B Tran | Options (Right to Buy) | A | 142,858 | $0.00 | 142,858 | D | D |
| 24 Apr, 2024 | Cole Wayne Johnson | Options (Right to Buy) | A | 485,715 | $0.00 | 485,715 | D | D |
| 26 Aug, 2025 | Benjamin B Tran | Options (Right to Buy) | A | 142,858 | $0.00 | 142,858 | D | A |
| 26 Aug, 2025 | Cole Wayne Johnson | Options (Right to Buy) | A | 485,715 | $0.00 | 485,715 | D | A |
| 26 Aug, 2025 | Benjamin B Tran | Options (Right to Buy) | A | 142,858 | $0.00 | 142,858 | D | A |
| 26 Aug, 2025 | Benjamin B Tran | Options (Right to Buy) | A | 142,858 | $0.00 | 142,858 | D | A |
| 26 Aug, 2025 | Cole Wayne Johnson | Options (Right to Buy) | A | 485,715 | $0.00 | 485,715 | D | A |
| 26 Aug, 2025 | Cole Wayne Johnson | Options (Right to Buy) | A | 485,715 | $0.00 | 485,715 | D | A |
| 03 May, 2024 | Robert J Brilon | Options (Right to Buy) | A | 71,429 | $0.00 | 0 | D | D |
| 26 Aug, 2025 | Robert J Brilon | Options (Right to Buy) | A | 71,429 | $0.00 | 71,429 | D | A |
| 03 May, 2024 | Robert J Brilon | Options (Right to Buy) | A | 10,000,000 | $0.00 | 20,000,000 | D | A |