As of March 23, 2026, Equus Total Return's top three insider holders are John A. Hardy (Ceo, 3.86Mn shares), Pallieres Bertrand Des (TenPercentOwner, 345.43K shares), Kenneth I Denos (Secretary, 332.60K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John A. Hardy | Ceo | 0 | 3,861,706 | 16 Sep, 2025 |
| Pallieres Bertrand Des | 0 | 345,433 | 01 Oct, 2021 | |
| Kenneth I Denos | Secretary | 0 | 332,595 | 30 Sep, 2025 |
| Robert L Knauss | 93,670 | 0 | 18 Jul, 2023 | |
| Fraser Atkinson | 45,591 | 0 | 30 Apr, 2021 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Sep, 2025 | Kenneth I Denos | Common | A | 66,841 | $2.51 | 332,595 | I | A |
| 16 Sep, 2025 | John A. Hardy | Common Stock | A | 133,682 | $2.51 | 3,861,706 | I | A |
| 16 Sep, 2025 | Kenneth I Denos | Common Stock | A | 250,000 | $2.51 | 332,595 | I | A |
| 14 Jul, 2023 | Robert L Knauss | Common Stock | A | 1,000 | $1.48 | 93,670 | D | P |
| 29 Sep, 2021 | Pallieres Bertrand Des | Common Stock | D | 1,844,259 | $2.40 | 345,433 | I | S |
| 23 Apr, 2021 | Fraser Atkinson | Common Stock | A | 18,016 | $1.89 | 39,405 | D | P |
| 26 Apr, 2021 | Fraser Atkinson | Common Stock | A | 1,352 | $1.90 | 40,757 | D | P |
| 27 Apr, 2021 | Fraser Atkinson | Common Stock | A | 100 | $1.90 | 40,857 | D | P |
| 28 Apr, 2021 | Fraser Atkinson | Common Stock | A | 700 | $1.89 | 41,557 | D | P |
| 29 Apr, 2021 | Fraser Atkinson | Common Stock | A | 4,034 | $1.89 | 45,591 | D | P |
| 16 Jul, 2020 | Michael T Tokarz | Common Stock, par value $0.001 per share | D | 3,228,024 | $1.17 | 0 | I | S |
| 16 Jul, 2020 | John A. Hardy | Common Stock | A | 3,228,024 | $1.17 | 3,728,024 | I | P |
| 16 Jul, 2020 | Capital, Inc. Mvc | Common Stock, par value $0.001 per share | D | 3,228,024 | $1.17 | 0 | D | S |
| 16 Jul, 2020 | Group Advisers Llc Tokarz | Common Stock, par value $0.001 per share | D | 3,228,024 | $1.17 | 0 | I | S |
| 12 Aug, 2019 | Group Advisers Llc Tokarz | Common Stock, par value $0.001 per share | D | 608,310 | $1.62 | 3,228,024 | I | S |
| 12 Aug, 2019 | Michael T Tokarz | Common Stock, par value $0.001 per share | D | 608,310 | $1.62 | 3,228,024 | I | S |
| 12 Aug, 2019 | Capital, Inc. Mvc | Common Stock, par value $0.001 per share | D | 608,310 | $1.62 | 3,228,024 | D | S |
| 29 Jul, 2019 | Capital, Inc. Mvc | Common Stock, par value $0.001 per share | D | 608,310 | $1.70 | 3,836,334 | D | S |
| 29 Jul, 2019 | Michael T Tokarz | Common Stock, par value $0.001 per share | D | 608,310 | $1.70 | 3,836,334 | I | S |
| 29 Jul, 2019 | Group Advisers Llc Tokarz | Common Stock, par value $0.001 per share | D | 608,310 | $1.70 | 3,836,334 | I | S |