Business Quant data shows CION Investment insiders holding 315.84K shares in total in their latest Form 4 filings, unchanged from the end of Q2 2026 and Q3 2025.
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Gregg A. Bresner | President Cio | 122,198 | 118,698 | 240,896 | 55.9% | 02 Apr, 2025 |
| 2 | Keith S Franz | Cfo Treasurer | 71,612 | 0 | 71,612 | 16.6% | 05 Jun, 2023 |
| 3 | Michael A Reisner | Co Chairman Co Ceo | 46,474 | 0 | 46,474 | 10.8% | 13 Aug, 2025 |
| 4 | Robert A Breakstone | Director | 0 | 27,662 | 27,662 | 6.4% | 19 May, 2025 |
| 5 | Eric A. Pinero | Chief Legal Officer | 17,290 | 0 | 17,290 | 4.0% | 18 Mar, 2025 |
| 6 | Stephen Roman | Cco Secretary | 12,891 | 0 | 12,891 | 3.0% | 22 May, 2025 |
| 7 | Peter I. Finlay | Director | 0 | 5,050 | 5,050 | 1.2% | 28 May, 2025 |
| 8 | Mark Gatto | Co Chairman Co Ceo | 0 | 3,070 | 3,070 | 0.7% | 13 May, 2025 |
| 9 | Aron I Schwartz | Director | 0 | 2,000 | 2,000 | 0.5% | 16 May, 2023 |
| 10 | Catherine Choi | Director | 2,000 | 0 | 2,000 | 0.5% | 23 May, 2023 |
| 11 | Charlie Arestia | Officer | 0 | 1,663 | 1,663 | 0.4% | 13 Nov, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 12 Aug, 2025 | Michael A Reisner | Co Chairman Co Ceo | Acquired P | 472 | $10.57 | $4.99K | 46,474 | Direct |
| 27 May, 2025 | Peter I. Finlay | Director | Acquired P | 200 | $9.66 | $1.93K | 2,750 | Indirect |
| 22 May, 2025 | Stephen Roman | Cco Secretary | Acquired P | 600 | $9.48 | $5.69K | 12,891 | Direct |
| 16 May, 2025 | Robert A Breakstone | Director | Acquired P | 500 | $9.72 | $4.86K | 15,782 | Indirect |
| 12 May, 2025 | Michael A Reisner | Co Chairman Co Ceo | Acquired P | 515 | $9.69 | $4.99K | 46,002 | Direct |
| 12 May, 2025 | Mark Gatto | Co Chairman Co Ceo | Acquired P | 2,070 | $9.66 | $20.00K | 3,070 | Indirect |
| 31 Mar, 2025 | Gregg A. Bresner | President Cio | Acquired P | 1,000 | $10.41 | $10.41K | 63,599 | Indirect |
| 01 Apr, 2025 | Gregg A. Bresner | President Cio | Acquired P | 1,000 | $10.48 | $10.48K | 64,599 | Direct |
| 28 Mar, 2025 | Michael A Reisner | Co Chairman Co Ceo | Acquired P | 490 | $10.45 | $5.12K | 45,487 | Direct |
| 24 Mar, 2025 | Robert A Breakstone | Director | Acquired P | 500 | $10.75 | $5.38K | 14,700 | Indirect |
| 18 Mar, 2025 | Gregg A. Bresner | President Cio | Acquired P | 2,000 | $10.72 | $21.44K | 61,599 | Direct |
| 19 Mar, 2025 | Gregg A. Bresner | President Cio | Acquired P | 1,000 | $10.98 | $10.98K | 62,599 | Indirect |
| 18 Mar, 2025 | Peter I. Finlay | Director | Acquired P | 250 | $10.76 | $2.69K | 2,550 | Indirect |
| 17 Mar, 2025 | Robert A Breakstone | Director | Acquired P | 500 | $11.05 | $5.53K | 14,200 | Indirect |
| 17 Mar, 2025 | Stephen Roman | Cco Secretary | Acquired P | 455 | $10.93 | $4.97K | 11,809 | Direct |
| 18 Mar, 2025 | Eric A. Pinero | Chief Legal Officer | Acquired P | 465 | $10.72 | $4.98K | 9,127 | Direct |
| 21 Nov, 2024 | Michael A Reisner | Co Chairman Co Ceo | Acquired P | 437 | $11.44 | $5.00K | 44,997 | Direct |
| 21 Nov, 2024 | Stephen Roman | Cco Secretary | Acquired P | 435 | $11.53 | $5.02K | 11,020 | Direct |
| 15 Nov, 2024 | Robert A Breakstone | Director | Acquired P | 1,000 | $11.34 | $11.34K | 13,238 | Indirect |
| 12 Nov, 2024 | Gregg A. Bresner | President Cio | Acquired P | 2,000 | $11.41 | $22.82K | 59,599 | Direct |