As of May 23, 2026, the three largest insider holders of CMRC are Brent Bellm (President Chief Exec Officer, 1.32Mn shares), Christopher Travis Hess (Chief Exec Officer, 925.81K shares), Brent Bellm (President Chief Exec Officer, 730.78K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John T Mcdonald | - | 13,422 | 0 | 19 May, 2022 |
| Lawrence S Bohn | - | 58,675 | 0 | 22 Nov, 2021 |
| Donald E Clarke | - | 134,599 | 0 | 27 Feb, 2026 |
| Anil Kamath | - | 79,457 | 0 | 27 Feb, 2026 |
| Ellen F Siminoff | Executive Chair | 0 | 353,333 | 19 Feb, 2026 |
| Brent Bellm | President Chief Exec Officer | 0 | 1,319,814 | 02 Dec, 2021 |
| Thomas Aylor | Vp Prin. Accounting Officer | 26,234 | 0 | 23 Mar, 2023 |
| Brian Singh Dhatt | Chief Technology Officer | 263,386 | 0 | 25 Mar, 2025 |
| Lisa Eggerton | Chief Marketing Officer | 159,457 | 0 | 14 Aug, 2023 |
| Christopher Travis Hess | Chief Exec Officer | 925,808 | 0 | 05 Mar, 2026 |
| Steven Joseph Murray | - | 0 | 499,228 | 09 Aug, 2021 |
| Jeffrey Gordon Richards | - | 0 | 149,721 | 15 Aug, 2024 |
| Russell Scott Klein | Chief Commercial Officer | 444,001 | 0 | 16 Sep, 2025 |
| Marc Ostryniec | Chief Sales Officer | 199,529 | 0 | 31 May, 2023 |
| Robert Alvarez | Chief Financial Officer | 0 | 225,185 | 05 Apr, 2022 |
| Jeff Mengoli | Chief Legal Officer/Secretary | 134,934 | 0 | 31 May, 2023 |
| Jimmy Duvall | Chief Product Officer | 84,009 | 0 | 11 Aug, 2021 |
| Satish Malhotra | - | 117,936 | 0 | 27 Feb, 2026 |
| Robert Kaloustian | Chief Services Officer | 67,294 | 0 | 09 May, 2023 |
| Sarah Gilligan | - | 118,881 | 0 | 27 Feb, 2026 |
| Charles D Cassidy | General Counsel And Secretary | 167,599 | 0 | 24 Mar, 2026 |
| Hubert S Ban | Chief Accounting Officer | 84,625 | 0 | 24 Mar, 2026 |
| Daniel Lentz | Cfo Coo | 488,709 | 0 | 24 Mar, 2026 |
| Robert Walter | Chief Revenue Officer | 24,722 | 0 | 24 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 |
|---|---|---|---|---|---|---|---|---|
| 21 Mar, 2026 | Charles D Cassidy | Series 1 Common Stock | D | 1,269 | $2.67 | 167,599 | D | F |
| 21 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | D | 13,074 | $2.67 | 488,709 | D | F |
| 21 Mar, 2026 | Hubert S Ban | Series 1 Common Stock | D | 599 | $2.67 | 84,625 | D | F |
| 21 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | D | 13,074 | $2.67 | 488,709 | D | F |
| 03 Mar, 2026 | Charles D Cassidy | Series 1 Common Stock | A | 70,922 | $0.00 | 162,760 | D | A |
| 03 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | A | 236,407 | $0.00 | 485,083 | D | A |
| 03 Mar, 2026 | Hubert S Ban | Series 1 Common Stock | A | 30,733 | $0.00 | 81,601 | D | A |
| 03 Mar, 2026 | Christopher Travis Hess | Series 1 Common Stock | A | 413,712 | $0.00 | 900,236 | D | A |
| 03 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | A | 236,407 | $0.00 | 485,083 | D | A |
| 03 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | A | 30,177 | $0.00 | 515,260 | D | A |
| 03 Mar, 2026 | Charles D Cassidy | Series 1 Common Stock | A | 8,685 | $0.00 | 171,445 | D | A |
| 03 Mar, 2026 | Hubert S Ban | Series 1 Common Stock | A | 6,164 | $0.00 | 87,765 | D | A |
| 03 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | A | 30,177 | $0.00 | 515,260 | D | A |
| 03 Mar, 2026 | Christopher Travis Hess | Series 1 Common Stock | A | 44,755 | $0.00 | 944,991 | D | A |
| 03 Mar, 2026 | Charles D Cassidy | Series 1 Common Stock | D | 2,577 | $2.96 | 168,868 | D | F |
| 03 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | D | 13,477 | $2.96 | 501,783 | D | F |
| 03 Mar, 2026 | Daniel Lentz | Series 1 Common Stock | D | 13,477 | $2.96 | 501,783 | D | F |
| 03 Mar, 2026 | Christopher Travis Hess | Series 1 Common Stock | D | 19,183 | $2.96 | 925,808 | D | F |
| 03 Mar, 2026 | Hubert S Ban | Series 1 Common Stock | D | 2,541 | $2.96 | 85,224 | D | F |
| 25 Feb, 2026 | Sarah Gilligan | Series 1 Common Stock | A | 3,656 | $0.00 | 118,881 | D | A |