| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gary Anthony Vecchiarelli | President, Cfo | 662,171 | 0 | 18 Feb, 2026 |
| Zachary Bradford | Ceo And President | 4,777,481 | 0 | 11 Aug, 2025 |
| S. Matthew Schultz | Ceo Chairman | 2,455,145 | 0 | 18 Feb, 2026 |
| Larry Mcneill | - | 303,473 | 0 | 02 Apr, 2026 |
| Roger Paul Beynon | - | 141,381 | 0 | 15 Feb, 2024 |
| Thomas Leigh Wood | - | 0 | 60,196 | 16 Feb, 2022 |
| Amer Tadayon | Chief Revenue Officer | 140,627 | 0 | 13 Jan, 2022 |
| Amanda Cavaleri | - | 121,995 | 0 | 02 Apr, 2026 |
| Taylor Monnig | Cto, Coo | 168,581 | 0 | 18 Feb, 2026 |
| Scott Eugene Garrison | Evp, Chief Development Officer | 199,423 | 0 | 18 Feb, 2026 |
| Brian Jay Carson | Chief Accounting Officer | 47,321 | 0 | 18 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Roger Paul Beynon | Common Stock | A | 7,353 | $0.00 | 140,217 | D | M |
| 31 Mar, 2026 | Amanda Cavaleri | Common Stock | A | 7,353 | $0.00 | 121,995 | D | M |
| 31 Mar, 2026 | Thomas Leigh Wood | Common Stock | A | 7,353 | $0.00 | 56,127 | D | M |
| 31 Mar, 2026 | Thomas Leigh Wood | Common Stock | A | 7,353 | $0.00 | 56,127 | D | M |
| 31 Mar, 2026 | Thomas Leigh Wood | Common Stock | A | 7,353 | $0.00 | 56,127 | D | M |
| 31 Mar, 2026 | Amanda Cavaleri | Common Stock | A | 7,353 | $0.00 | 121,995 | D | M |
| 31 Mar, 2026 | Amanda Cavaleri | Common Stock | A | 7,353 | $0.00 | 121,995 | D | M |
| 31 Mar, 2026 | Larry Mcneill | Common Stock | A | 7,353 | $0.00 | 303,473 | D | M |
| 31 Mar, 2026 | Amanda Cavaleri | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 31 Mar, 2026 | Amanda Cavaleri | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 31 Mar, 2026 | Roger Paul Beynon | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 31 Mar, 2026 | Amanda Cavaleri | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 31 Mar, 2026 | Thomas Leigh Wood | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 31 Mar, 2026 | Thomas Leigh Wood | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 09 Mar, 2026 | Roger Paul Beynon | Restricted Stock Units | A | 31,220 | $0.00 | 31,220 | D | A |
| 09 Mar, 2026 | Amanda Cavaleri | Restricted Stock Units | A | 31,220 | $0.00 | 31,220 | D | A |
| 31 Mar, 2026 | Larry Mcneill | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |
| 09 Mar, 2026 | Amanda Cavaleri | Restricted Stock Units | A | 31,220 | $0.00 | 31,220 | D | A |
| 09 Mar, 2026 | Amanda Cavaleri | Restricted Stock Units | A | 31,220 | $0.00 | 31,220 | D | A |
| 31 Mar, 2026 | Thomas Leigh Wood | Restricted Stock Units | D | 7,353 | $0.00 | 0 | D | M |