CFFN's three largest insider shareholders as of May 23, 2026 are John B Dicus (Chairman, President And Ceo, 1.33Mn shares), John B Dicus (Chairman, President And Ceo, 647.91K shares), Morris J Ii Huey (Director, 275.00K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John B Dicus | Chairman, President And Ceo | 1,333,352 | 0 | 05 Jan, 2026 |
| Kent G Townsend | Executive Vice President | 200,908 | 0 | 05 Jan, 2026 |
| Morris J Ii Huey | - | 275,000 | 0 | 05 Mar, 2024 |
| Jeffrey R Thompson | - | 76,353 | 0 | 28 Mar, 2025 |
| Jeffrey M Johnson | - | 132,900 | 0 | 25 Apr, 2025 |
| Houweling Tara Van | Principal Accounting Officer | 18,565 | 0 | 05 Jan, 2026 |
| Rick C Jackson | Executive Vice President | 216,428 | 0 | 05 Jan, 2026 |
| Natalie G. Haag | Executive Vice President | 89,256 | 0 | 05 Jan, 2026 |
| Carlton A. Ricketts | Executive Vice President | 101,820 | 0 | 28 Nov, 2023 |
| James G. Morris | - | 100,995 | 0 | 27 Mar, 2025 |
| Daniel L. Lehman | Executive Vice President | 10,243 | 0 | 03 Jan, 2023 |
| Michel Philipp Cole | - | 24,485 | 0 | 04 Feb, 2022 |
| Robert D. Kobbeman | Executive Vice President | 30,239 | 0 | 02 Jan, 2024 |
| Anthony S. Barry | Executive Vice President | 58,407 | 0 | 05 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Dec, 2025 | Rick C Jackson | CFFN common stock | A | 9,147 | $8.65 | 225,575 | D | M |
| 31 Dec, 2025 | Houweling Tara Van | CFFN common stock | A | 2,825 | $8.65 | 21,390 | D | M |
| 31 Dec, 2025 | Kent G Townsend | CFFN common stock | A | 12,439 | $8.65 | 213,347 | D | M |
| 31 Dec, 2025 | Natalie G. Haag | CFFN common stock | A | 8,727 | $8.65 | 97,983 | D | M |
| 31 Dec, 2025 | Rick C Jackson | CFFN common stock | A | 9,147 | $8.65 | 225,575 | D | M |
| 31 Dec, 2025 | Kent G Townsend | CFFN common stock | A | 12,439 | $8.65 | 213,347 | D | M |
| 31 Dec, 2025 | Anthony S. Barry | CFFN common stock | A | 8,080 | $8.65 | 66,487 | D | M |
| 31 Dec, 2025 | Natalie G. Haag | CFFN common stock | A | 8,727 | $8.65 | 97,983 | D | M |
| 31 Dec, 2025 | John B Dicus | CFFN common stock | A | 17,341 | $8.65 | 1,350,693 | D | M |
| 31 Dec, 2025 | John B Dicus | CFFN common stock | A | 17,341 | $8.65 | 1,350,693 | D | M |
| 31 Dec, 2025 | Houweling Tara Van | CFFN common stock | A | 2,825 | $8.65 | 21,390 | D | M |
| 31 Dec, 2025 | Natalie G. Haag | CFFN common stock | D | 8,727 | $6.81 | 89,256 | D | D |
| 31 Dec, 2025 | Natalie G. Haag | CFFN common stock | D | 8,727 | $6.81 | 89,256 | D | D |
| 31 Dec, 2025 | Rick C Jackson | CFFN common stock | D | 9,147 | $6.81 | 216,428 | D | D |
| 31 Dec, 2025 | John B Dicus | CFFN common stock | D | 17,341 | $6.81 | 1,333,352 | D | D |
| 31 Dec, 2025 | Rick C Jackson | CFFN common stock | D | 9,147 | $6.81 | 216,428 | D | D |
| 31 Dec, 2025 | Kent G Townsend | CFFN common stock | D | 12,439 | $6.81 | 200,908 | D | D |
| 31 Dec, 2025 | Houweling Tara Van | CFFN common stock | D | 2,825 | $6.81 | 18,565 | D | D |
| 31 Dec, 2025 | Kent G Townsend | CFFN common stock | D | 12,439 | $6.81 | 200,908 | D | D |
| 31 Dec, 2025 | Houweling Tara Van | CFFN common stock | D | 2,825 | $6.81 | 18,565 | D | D |