As of September 29, 2026, Huckleberry.ai's top three insider holders are Fund Management Llc Rpd (Other, 4.19Mn shares), Joshua G James (Founder And Ceo, 1.60Mn shares), Daren Thayne (Cto Evp Of Product, 498.05K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Fund Management Llc Rpd | Other | 0 | 4,187,809 | 4,187,809 | 47.4% | 03 Jun, 2026 |
| 2 | Joshua G James | Founder And Ceo | 1,595,021 | 243 | 1,595,264 | 18.1% | 23 Sep, 2026 |
| 3 | Daren Thayne | Cto Evp Of Product | 498,051 | 0 | 498,051 | 5.6% | 24 Jun, 2026 |
| 4 | John M Mellor | Ceo | 365,353 | 0 | 365,353 | 4.1% | 23 Dec, 2022 |
| 5 | Catherine Wong | Chief Operating Officer | 295,008 | 0 | 295,008 | 3.3% | 23 Dec, 2022 |
| 6 | David R Jolley | Chief Financial Officer | 281,961 | 0 | 281,961 | 3.2% | 23 Sep, 2026 |
| 7 | Tod Crane | Chief Financial Officer | 273,259 | 0 | 273,259 | 3.1% | 23 Sep, 2026 |
| 8 | Bruce C. Jr. Felt | Chief Financial Officer | 248,669 | 0 | 248,669 | 2.8% | 23 Dec, 2022 |
| 9 | Mark Maughan | Chief Operating Officer | 236,915 | 0 | 236,915 | 2.7% | 23 Dec, 2025 |
| 10 | Jeff Kearl | Director | 133,467 | 0 | 133,467 | 1.5% | 16 Jul, 2026 |
| 11 | Carine S. Clark | Director | 126,229 | 0 | 126,229 | 1.4% | 16 Jul, 2026 |
| 12 | Daniel David Iii Daniel | Director | 125,312 | 0 | 125,312 | 1.4% | 16 Jul, 2026 |
| 13 | Dan Strong | Director | 120,557 | 0 | 120,557 | 1.4% | 16 Jul, 2026 |
| 14 | Renee Soto | Director | 120,557 | 0 | 120,557 | 1.4% | 16 Jul, 2026 |
| 15 | Ryan Wright | Director | 110,238 | 0 | 110,238 | 1.2% | 16 Jul, 2026 |
| 16 | John R Pestana | Director | 61,770 | 0 | 61,770 | 0.7% | 26 Jun, 2025 |
| 17 | Joy Driscoll Durling | Director | 24,658 | 0 | 24,658 | 0.3% | 03 Jun, 2022 |
| 18 | Dana L Evan | Director | 19,278 | 0 | 19,278 | 0.2% | 03 Jun, 2022 |
| 19 | Laurence B Jr Brown | Director | 8,314 | 0 | 8,314 | 0.1% | 03 Jun, 2022 |
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 |
|---|---|---|---|---|---|---|---|---|
| 21 Sep, 2026 | David R Jolley | Director | Disposed F | 6,286 | $3.72 | $23.38K | 281,961 | Direct |
| 21 Sep, 2026 | Tod Crane | Chief Financial Officer | Disposed F | 4,150 | $3.72 | $15.44K | 273,259 | Direct |
| 21 Sep, 2026 | Joshua G James | Founder And Ceo | Disposed F | 43,852 | $3.72 | $163.13K | 1,595,021 | Direct |
| 14 Jul, 2026 | Jeff Kearl | Director | Acquired A | 52,870 | $0.00 | $0 | 133,467 | Direct |
| 14 Jul, 2026 | Daniel David Iii Daniel | Director | Acquired A | 52,870 | $0.00 | $0 | 125,312 | Direct |
| 14 Jul, 2026 | Ryan Wright | Director | Acquired A | 52,870 | $0.00 | $0 | 110,238 | Direct |
| 14 Jul, 2026 | Carine S. Clark | Director | Acquired A | 52,870 | $0.00 | $0 | 126,229 | Direct |
| 14 Jul, 2026 | Renee Soto | Director | Acquired A | 52,870 | $0.00 | $0 | 120,557 | Direct |
| 14 Jul, 2026 | David R Jolley | Director | Acquired A | 52,870 | $0.00 | $0 | 288,247 | Direct |
| 14 Jul, 2026 | Dan Strong | Director | Acquired A | 52,870 | $0.00 | $0 | 120,557 | Direct |
| 24 Jun, 2026 | Tod Crane | Chief Financial Officer | Disposed S | 68,483 | $2.38 | $162.83K | 276,809 | Direct |
| 24 Jun, 2026 | Daren Thayne | Cto Evp Of Product | Disposed S | 52,365 | $2.38 | $124.50K | 498,051 | Direct |
| 24 Jun, 2026 | Joshua G James | Founder And Ceo | Disposed S | 96,088 | $2.38 | $228.46K | 1,638,873 | Direct |
| 19 Jun, 2026 | Daren Thayne | Cto Evp Of Product | Acquired A | 140,121 | $0.00 | $0 | 550,416 | Direct |
| 19 Jun, 2026 | Joshua G James | Founder And Ceo | Acquired A | 245,269 | $0.00 | $0 | 1,734,961 | Direct |
| 19 Jun, 2026 | Tod Crane | Chief Financial Officer | Acquired A | 122,634 | $0.00 | $0 | 345,292 | Direct |
| 13 Apr, 2026 | Fund Management Llc Rpd | Other | Disposed S | 1,100,900 | $2.56 | $2.82Mn | 0 | Indirect |
| 13 Apr, 2026 | Fund Management Llc Rpd | Other | Acquired P | 924,709 | $2.57 | $2.38Mn | 4,437,535 | Indirect |
| 15 May, 2026 | Fund Management Llc Rpd | Other | Disposed S | 22,683 | $3.49 | $79.16K | 4,414,852 | Indirect |
| 18 May, 2026 | Fund Management Llc Rpd | Other | Disposed S | 16,628 | $3.66 | $60.86K | 4,398,224 | Indirect |