Over the 90-day window ending February 19, 2026, CION Investment's three dominant insider ownership positions are held by President & Cio Gregg A. Bresner (128.20K shares), Cfo & Treasurer Keith S Franz (109.11K shares), Co Chairman & Co Ceo Michael A Reisner (46.47K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Gregg A. Bresner | President & Cio | 128,198 | 02 Apr, 2025 |
| Keith S Franz | Cfo & Treasurer | 109,112 | 05 Jun, 2023 |
| Michael A Reisner | Co Chairman & Co Ceo | 46,474 | 13 Aug, 2025 |
| Mark Gatto | Co Chairman & Co Ceo | 45,274 | 17 Nov, 2023 |
| Robert A Breakstone | 15,782 | 19 May, 2025 | |
| Stephen Roman | Cco & Secretary | 12,891 | 22 May, 2025 |
| Eric A. Pinero | Chief Legal Officer | 9,127 | 18 Mar, 2025 |
| Edward J. Estrada | 3,695 | 24 Nov, 2021 | |
| Peter I. Finlay | 2,750 | 28 May, 2025 | |
| Aron I Schwartz | 2,000 | 16 May, 2023 | |
| Catherine Choi | 2,000 | 23 May, 2023 | |
| Charlie Arestia | Nan | 1,213 | 13 Nov, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Aug, 2025 | Michael A Reisner | Common stock, $0.001 par value | A | 472 | $10.57 | 46,474 | D | P |
| 27 May, 2025 | Peter I. Finlay | - | - | 2,750 | I | |||
| 27 May, 2025 | Peter I. Finlay | Common stock, $0.001 par value | A | 200 | $9.66 | 2,750 | I | P |
| 22 May, 2025 | Stephen Roman | - | - | 12,891 | D | |||
| 22 May, 2025 | Stephen Roman | Common stock, $0.001 par value | A | 600 | $9.48 | 12,891 | D | P |
| 16 May, 2025 | Robert A Breakstone | Common stock, $0.001 par value | A | 500 | $9.72 | 15,782 | I | P |
| 16 May, 2025 | Robert A Breakstone | - | - | 15,782 | I | |||
| 12 May, 2025 | Mark Gatto | - | - | 3,070 | I | |||
| 12 May, 2025 | Mark Gatto | Common stock, $0.001 par value | A | 2,070 | $9.66 | 3,070 | I | P |
| 12 May, 2025 | Michael A Reisner | Common stock, $0.001 par value | A | 515 | $9.69 | 46,002 | D | P |
| 01 Apr, 2025 | Gregg A. Bresner | Common stock, $0.001 par value | A | 1,000 | $10.48 | 64,599 | D | P |
| 01 Apr, 2025 | Gregg A. Bresner | - | - | 64,599 | D | |||
| 31 Mar, 2025 | Gregg A. Bresner | - | - | 63,599 | I | |||
| 31 Mar, 2025 | Gregg A. Bresner | Common stock, $0.001 par value | A | 1,000 | $10.41 | 63,599 | I | P |
| 28 Mar, 2025 | Michael A Reisner | Common stock, $0.001 par value | A | 490 | $10.45 | 45,487 | D | P |
| 24 Mar, 2025 | Robert A Breakstone | Common stock, $0.001 par value | A | 500 | $10.75 | 14,700 | I | P |
| 19 Mar, 2025 | Gregg A. Bresner | - | - | 62,599 | I | |||
| 19 Mar, 2025 | Gregg A. Bresner | Common stock, $0.001 par value | A | 1,000 | $10.98 | 62,599 | I | P |
| 18 Mar, 2025 | Gregg A. Bresner | - | - | 61,599 | D | |||
| 18 Mar, 2025 | Gregg A. Bresner | Common stock, $0.001 par value | A | 2,000 | $10.72 | 61,599 | D | P |