| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard J Stockton | Ceo And President | 1,172,083 | 0 | 17 Jun, 2025 |
| Jeremy Welter | Chief Operating Officer | 452,249 | 0 | 03 Aug, 2022 |
| Monty J Bennett | - | 0 | 445,764 | 17 Jun, 2025 |
| Mark Nunneley | Chief Accounting Officer | 434,822 | 0 | 08 Mar, 2024 |
| Deric S Eubanks | Cfo And Treasurer | 289,999 | 0 | 19 Mar, 2024 |
| Monty J Bennett | - | 0 | 123,477 | 26 Feb, 2026 |
| Matthew D Rinaldi | - | 106,689 | 0 | 17 May, 2024 |
| Alex Rose | Exec. Vp, Gc And Secretary | 61,373 | 0 | 28 Feb, 2025 |
| Curtis B Mcwilliams | - | 57,802 | 0 | 18 Aug, 2021 |
| Monty J Bennett | - | 0 | 44,444 | 18 May, 2022 |
| Mary Candace Evans | - | 36,099 | 0 | 17 Jun, 2025 |
| Rebeca M Johnson | - | 29,850 | 0 | 17 Jun, 2025 |
| Mark Nunneley | Chief Accounting Officer | 18,000 | 0 | 01 Apr, 2022 |
| Richard J Stockton | Ceo And President | 0 | 16,152 | 28 Aug, 2025 |
| Monty J Bennett | - | 14,152 | 0 | 15 Mar, 2023 |
| Abteen Vaziri | - | 10,230 | 0 | 05 Dec, 2024 |
| Richard J Stockton | Ceo And President | 8,150 | 0 | 27 Sep, 2023 |
| Rebecca Musser | - | 5,561 | 0 | 31 Dec, 2024 |
| Jeremy Welter | Chief Operating Officer | 4,500 | 0 | 13 Jul, 2021 |
| Matthew D Rinaldi | - | 4,444 | 0 | 13 Jul, 2021 |
| Kellie Sirna | - | 1,799 | 0 | 17 Jun, 2025 |
| Mary Candace Evans | - | 1,000 | 0 | 10 Aug, 2021 |
* 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 Feb, 2026 | Richard J Stockton | Performance Stock Units (2023) | D | 176,295 | - | 0 | D | D |
| 24 Feb, 2026 | Deric S Eubanks | Performance Stock Units (2023) | D | 88,747 | - | 0 | D | D |
| 24 Feb, 2026 | Monty J Bennett | Common Stock | A | 123,477 | - | 123,477 | I | J |
| 24 Feb, 2026 | Monty J Bennett | Performance LTIP Units (2023) | D | 352,590 | - | 0 | I | D |
| 24 Feb, 2026 | Monty J Bennett | Common Partnership Units | D | 123,477 | - | 0 | I | J |
| 27 Aug, 2025 | Richard J Stockton | Series B Preferred Stock | A | 5,748 | $15.60 | 13,898 | I | P |
| 27 Aug, 2025 | Richard J Stockton | Series B Preferred Stock | A | 2,254 | $16.00 | 16,152 | I | P |
| 18 Jun, 2025 | Stefani D Carter | Common Stock | A | 3,489 | $0.00 | 62,833 | D | A |
| 18 Jun, 2025 | Stefani D Carter | LTIP Units | D | 3,489 | $0.00 | 0 | D | D |
| 13 Jun, 2025 | Mary Candace Evans | Common Stock | A | 32,224 | $0.00 | 36,099 | D | A |
| 13 Jun, 2025 | Richard J Stockton | Common Stock | A | 524,985 | $0.00 | 1,172,083 | D | A |
| 13 Jun, 2025 | Rebeca M Johnson | Common Stock | A | 14,925 | $0.00 | 29,850 | D | A |
| 13 Jun, 2025 | Kellie Sirna | Common Stock | A | 1,799 | $0.00 | 1,799 | D | A |
| 13 Jun, 2025 | Monty J Bennett | Common Stock | A | 734,979 | $0.00 | 734,979 | I | A |
| 13 Jun, 2025 | Rebeca M Johnson | LTIP Units | D | 14,925 | $0.00 | 14,925 | D | D |
| 13 Jun, 2025 | Kellie Sirna | LTIP Units | D | 1,799 | $0.00 | 0 | D | D |
| 13 Jun, 2025 | Monty J Bennett | Common Stock | D | 289,215 | $2.49 | 445,764 | I | F |
| 13 Jun, 2025 | Mary Candace Evans | LTIP Units | D | 32,224 | $0.00 | 44,342 | D | D |
| 13 Jun, 2025 | Richard J Stockton | LTIP Units | D | 524,985 | $0.00 | 0 | D | D |
| 13 Jun, 2025 | Monty J Bennett | LTIP Units | D | 734,979 | $0.00 | 0 | I | D |