| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Martin Tuchman | - | 0 | 639,141 | 09 Sep, 2025 |
| Martin Tuchman | - | 125,538 | 0 | 23 Jan, 2026 |
| Stephen Distler | - | 91,996 | 0 | 23 Jan, 2026 |
| Richard J. Gillespie | - | 85,358 | 0 | 23 Jan, 2026 |
| Ross Wishnick | - | 74,693 | 0 | 23 Jan, 2026 |
| Ross Wishnick | - | 74,693 | 0 | 23 Jan, 2026 |
| Robert N. Ridolfi | - | 74,038 | 0 | 23 Jan, 2026 |
| Robert N. Ridolfi | - | 74,038 | 0 | 23 Jan, 2026 |
| Edward J Dietzler | Chief Executive Officer | 61,661 | 0 | 10 Feb, 2026 |
| Stephen Shueh | - | 32,538 | 0 | 26 Jan, 2026 |
| Stephen Shueh | - | 32,538 | 0 | 26 Jan, 2026 |
| Daniel J. O'Donnell | Chief Operating Officer | 28,969 | 0 | 08 Apr, 2026 |
| Judith A. Giacin | - | 26,189 | 0 | 23 Jan, 2026 |
| Stephanie Adkins | Chief Lending Officer | 22,872 | 0 | 08 Apr, 2026 |
| Martin Tuchman | - | 0 | 13,604 | 21 Nov, 2025 |
| Robert N. Ridolfi | - | 0 | 12,500 | 30 Jul, 2024 |
| Robert N. Ridolfi | - | 0 | 12,500 | 30 Jul, 2024 |
| Christopher Tonkovich | Chief Credit Officer | 6,678 | 0 | 01 Aug, 2025 |
| Christopher Tonkovich | Chief Credit Officer | 6,678 | 0 | 01 Aug, 2025 |
| George S. Rapp | Chief Financial Officer | 6,420 | 0 | 10 Feb, 2026 |
| George S. Rapp | Chief Financial Officer | 6,420 | 0 | 10 Feb, 2026 |
| Susan Barrett | - | 0 | 4,542 | 03 Nov, 2025 |
| Martin Tuchman | - | 0 | 4,000 | 21 Aug, 2025 |
| Susan Barrett | - | 1,960 | 0 | 23 Jan, 2026 |
| Matthew T. Clark | Chief Information Officer | 1,357 | 0 | 10 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 07 Apr, 2026 | Stephanie Adkins | Common Stock | A | 1,397 | $22.00 | 22,872 | D | M |
| 07 Apr, 2026 | Daniel J. O'Donnell | Common Stock | A | 735 | $22.00 | 19,704 | D | M |
| 07 Apr, 2026 | Stephanie Adkins | Option to purchase | D | 1,397 | $0.00 | 2,603 | D | M |
| 07 Apr, 2026 | Daniel J. O'Donnell | Common Stock | A | 9,265 | $22.00 | 28,969 | D | M |
| 07 Apr, 2026 | Daniel J. O'Donnell | Option to purchase | D | 735 | $0.00 | 9,265 | D | M |
| 07 Apr, 2026 | Daniel J. O'Donnell | Option to purchase | D | 9,265 | $0.00 | 0 | D | M |
| 09 Feb, 2026 | Matthew T. Clark | Common Stock | D | 172 | $37.08 | 1,752 | D | F |
| 09 Feb, 2026 | Stephanie Adkins | Common Stock | D | 182 | $37.08 | 21,947 | D | F |
| 09 Feb, 2026 | George S. Rapp | Common Stock | D | 172 | $37.08 | 6,835 | D | F |
| 09 Feb, 2026 | Daniel J. O'Donnell | Common Stock | D | 705 | $37.08 | 20,740 | D | F |
| 09 Feb, 2026 | Edward J Dietzler | Common Stock | D | 667 | $37.08 | 63,361 | D | F |
| 09 Feb, 2026 | Daniel J. O'Donnell | Common Stock | D | 762 | $37.08 | 19,978 | D | F |
| 09 Feb, 2026 | George S. Rapp | Common Stock | D | 210 | $37.08 | 6,625 | D | F |
| 09 Feb, 2026 | Matthew T. Clark | Common Stock | D | 188 | $37.08 | 1,564 | D | F |
| 09 Feb, 2026 | Edward J Dietzler | Common Stock | D | 746 | $37.08 | 62,615 | D | F |
| 09 Feb, 2026 | Stephanie Adkins | Common Stock | D | 209 | $37.08 | 21,738 | D | F |
| 09 Feb, 2026 | Matthew T. Clark | Common Stock | D | 207 | $37.09 | 1,357 | D | F |
| 09 Feb, 2026 | Edward J Dietzler | Common Stock | D | 954 | $37.09 | 61,661 | D | F |
| 09 Feb, 2026 | George S. Rapp | Common Stock | D | 205 | $37.09 | 6,420 | D | F |
| 09 Feb, 2026 | Stephanie Adkins | Common Stock | D | 263 | $37.09 | 21,475 | D | F |