As of April 17, 2026, the three largest insider holders of COEP are Chris Calise (Director, 368.74K shares), David Mehalick (Ceo And President, 330.19K shares), David Mehalick (Ceo And President, 330.19K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Chris Calise | - | 73,245 | 0 | 31 Aug, 2023 |
| Circle Investments, Llc Harraden | - | 0 | 21,457 | 06 May, 2022 |
| Chris Calise | - | 368,741 | 0 | 13 Feb, 2026 |
| David Mehalick | Ceo And President | 330,192 | 0 | 13 Feb, 2026 |
| David Mehalick | Ceo And President | 330,192 | 0 | 13 Feb, 2026 |
| Daniel Alexander Yerace | Vp Operations | 70,531 | 0 | 13 Feb, 2026 |
| Daniel Alexander Yerace | Vp Operations | 70,531 | 0 | 13 Feb, 2026 |
| Christine Elise Sheehy | Vp Compliance And Secy | 64,031 | 0 | 13 Feb, 2026 |
| Christine Elise Sheehy | Vp Compliance And Secy | 64,031 | 0 | 13 Feb, 2026 |
| Brian Cogley | Chief Financial Officer | 22,500 | 0 | 13 Feb, 2026 |
| Brian Cogley | Chief Financial Officer | 22,500 | 0 | 13 Feb, 2026 |
| Gene Salkind | - | 13,161 | 0 | 13 Feb, 2026 |
| Gene Salkind | - | 13,161 | 0 | 13 Feb, 2026 |
| Christopher P. Cochran | - | 8,950 | 0 | 13 Feb, 2026 |
| Tara Desilva | - | 8,950 | 0 | 13 Feb, 2026 |
| Tara Desilva | - | 8,950 | 0 | 13 Feb, 2026 |
| Philippe Deschamps | - | 8,950 | 0 | 13 Feb, 2026 |
| Christopher P. Cochran | - | 8,950 | 0 | 13 Feb, 2026 |
| Philippe Deschamps | - | 8,950 | 0 | 13 Feb, 2026 |
| Gene Salkind | - | 0 | 202 | 30 Aug, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Feb, 2026 | Christopher P. Cochran | Common stock | A | 5,700 | $10.56 | 8,950 | D | M |
| 11 Feb, 2026 | Philippe Deschamps | Common stock | A | 5,700 | $10.56 | 8,950 | D | M |
| 11 Feb, 2026 | Christine Elise Sheehy | Common stock | A | 1,000 | $10.56 | 64,031 | D | M |
| 11 Feb, 2026 | Daniel Alexander Yerace | Common stock | A | 10,000 | $10.41 | 70,531 | D | M |
| 11 Feb, 2026 | Brian Cogley | Common stock | A | 10,000 | $10.56 | 22,500 | D | M |
| 11 Feb, 2026 | Gene Salkind | Common stock | A | 5,700 | $10.56 | 13,161 | D | M |
| 11 Feb, 2026 | Chris Calise | Common stock | A | 5,700 | $10.56 | 368,741 | D | M |
| 11 Feb, 2026 | David Mehalick | Common stock | A | 148,875 | $7.05 | 330,192 | D | M |
| 11 Feb, 2026 | Tara Desilva | Common stock | A | 5,700 | $10.56 | 8,950 | D | M |
| 11 Feb, 2026 | Gene Salkind | Common Stock | A | 3,250 | $0.00 | 13,161 | D | A |
| 11 Feb, 2026 | Tara Desilva | Common Stock | A | 3,250 | $0.00 | 8,950 | D | A |
| 11 Feb, 2026 | Christopher P. Cochran | Common Stock | A | 3,250 | $0.00 | 8,950 | D | A |
| 11 Feb, 2026 | Philippe Deschamps | Common Stock | A | 3,250 | $0.00 | 8,950 | D | A |
| 11 Feb, 2026 | Chris Calise | Common stock | A | 3,250 | $0.00 | 368,741 | D | A |
| 11 Feb, 2026 | Christine Elise Sheehy | Common Stock | A | 12,500 | $0.00 | 64,031 | D | A |
| 11 Feb, 2026 | Daniel Alexander Yerace | Common Stock | A | 20,000 | $0.00 | 70,531 | D | A |
| 11 Feb, 2026 | David Mehalick | Common Stock | A | 51,250 | $0.00 | 330,192 | D | A |
| 11 Feb, 2026 | Brian Cogley | Common Stock | A | 12,500 | $0.00 | 22,500 | D | A |
| 04 Mar, 2025 | Philippe Deschamps | Non-qualified Stock Options (right to buy) | A | 5,700 | - | 8,950 | D | A |
| 04 Mar, 2025 | Daniel Alexander Yerace | Non-Qualified Stock Options (right to buy) | A | 5,000 | - | 25,000 | D | A |