| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert E Griffin | Chairman | 614,965 | 0 | 14 Dec, 2023 |
| Edward E Williams | - | 0 | 289,487 | 25 Aug, 2021 |
| Richard Fenton Jr Baalmann | - | 100,394 | 0 | 12 Dec, 2025 |
| Patrick J Griffin | President Ceo | 580,455 | 0 | 06 Apr, 2026 |
| Stephen Wawrin | Chief Financial Officer | 48,177 | 0 | 06 Apr, 2026 |
| Walter P. Jr. Glazer | Ceo President | 392,130 | 0 | 06 Apr, 2026 |
| Katherine F. Franklin | - | 30,580 | 0 | 12 May, 2025 |
| Anita Sehgal | - | 12,329 | 0 | 10 May, 2024 |
| Armin Boehm | Ceo President | 35,000 | 0 | 03 Apr, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Apr, 2026 | Stephen Wawrin | Common Stock | A | 2,400 | - | 48,177 | D | M |
| 03 Apr, 2026 | Patrick J Griffin | Common Stock | A | 2,100 | - | 580,455 | D | M |
| 03 Apr, 2026 | Walter P. Jr. Glazer | Common Stock | A | 19,150 | - | 392,130 | D | M |
| 03 Apr, 2026 | Stephen Wawrin | Common Stock | A | 2,400 | - | 48,177 | D | M |
| 03 Apr, 2026 | Stephen Wawrin | Common Stock | A | 2,400 | - | 48,177 | D | M |
| 03 Apr, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,400 | $0.00 | 2,400 | D | M |
| 03 Apr, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,400 | $0.00 | 2,400 | D | M |
| 03 Apr, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,400 | $0.00 | 2,400 | D | M |
| 03 Apr, 2026 | Walter P. Jr. Glazer | Restricted Stock Units | D | 19,150 | $0.00 | 19,150 | D | M |
| 03 Apr, 2026 | Patrick J Griffin | Restricted Stock Units | D | 2,100 | $0.00 | 2,100 | D | M |
| 11 Mar, 2026 | Walter P. Jr. Glazer | Common Stock | A | 2,782 | - | 372,980 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Common Stock | A | 2,000 | - | 45,777 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Common Stock | A | 2,000 | - | 45,777 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Common Stock | A | 2,000 | - | 45,777 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Common Stock | A | 2,000 | - | 45,777 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,000 | $0.00 | 4,000 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,000 | $0.00 | 4,000 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,000 | $0.00 | 4,000 | D | M |
| 11 Mar, 2026 | Stephen Wawrin | Restricted Stock Units | D | 2,000 | $0.00 | 4,000 | D | M |
| 11 Mar, 2026 | Walter P. Jr. Glazer | Restricted Stock Units | D | 2,782 | $0.00 | 5,564 | D | M |