As of March 23, 2026, the three largest insider holders of FA are Scott Staples (Chief Executive Officer, 3.67Mn shares), Joseph K. Jaeger (President, Americas, 680.08K shares), David L Gamsey (Evp Chief Financial Officer, 604.28K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Scott Staples | Chief Executive Officer | 3,670,516 | 0 | 18 Nov, 2025 |
| Joseph K. Jaeger | President, Americas | 680,080 | 0 | 14 Aug, 2024 |
| David L Gamsey | Evp Chief Financial Officer | 604,280 | 0 | 29 Aug, 2024 |
| Scott Staples | Chief Executive Officer | 0 | 149,100 | 21 Aug, 2024 |
| Judith Sim | 61,145 | 0 | 10 Jun, 2025 | |
| Bridgett R Price | 49,767 | 0 | 10 Jun, 2025 | |
| Douglas Nairne | Global Chief Operating Officer | 46,742 | 0 | 06 Mar, 2026 |
| Joelle M Smith | President | 42,727 | 0 | 18 Sep, 2025 |
| Steven Irwin Marks | Chief Financial Officer | 34,201 | 0 | 03 Mar, 2026 |
| Bret T Jardine | Chief Legal Officer | 7,008 | 0 | 06 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 04 Mar, 2026 | Douglas Nairne | Common Stock | A | 743 | - | 46,742 | D | M |
| 04 Mar, 2026 | Bret T Jardine | Common Stock | D | 1,090 | $12.32 | 7,008 | D | S |
| 04 Mar, 2026 | Bret T Jardine | Common Stock | A | 929 | - | 7,937 | D | M |
| 04 Mar, 2026 | Douglas Nairne | Restricted Stock Units | D | 743 | $0.00 | 1,486 | D | M |
| 04 Mar, 2026 | Bret T Jardine | Common Stock | D | 329 | $12.22 | 7,608 | D | F |
| 05 Mar, 2026 | Bret T Jardine | Common Stock | D | 600 | $12.09 | 7,008 | D | S |
| 04 Mar, 2026 | Bret T Jardine | Restricted Stock Units | D | 929 | $0.00 | 1,857 | D | M |
| 02 Mar, 2026 | Steven Irwin Marks | Restricted Stock Units | A | 109,911 | $0.00 | 109,911 | D | A |
| 02 Mar, 2026 | Scott Staples | Restricted Stock Units | A | 274,776 | $0.00 | 274,776 | D | A |
| 02 Mar, 2026 | Joelle M Smith | Restricted Stock Units | A | 164,866 | $0.00 | 164,866 | D | A |
| 03 Mar, 2026 | Bret T Jardine | Common Stock | A | 1,686 | - | 8,694 | D | M |
| 02 Mar, 2026 | Douglas Nairne | Restricted Stock Units | A | 109,911 | $0.00 | 109,911 | D | A |
| 02 Mar, 2026 | Steven Irwin Marks | Stock Options (Right to Buy) | A | 162,272 | $0.00 | 162,272 | D | A |
| 02 Mar, 2026 | Scott Staples | Stock Options (Right to Buy) | A | 405,680 | $0.00 | 405,680 | D | A |
| 02 Mar, 2026 | Douglas Nairne | Stock Options (Right to Buy) | A | 162,272 | $0.00 | 162,272 | D | A |
| 03 Mar, 2026 | Bret T Jardine | Common Stock | D | 596 | $11.83 | 8,098 | D | F |
| 02 Mar, 2026 | Joelle M Smith | Stock Options (Right to Buy) | A | 243,408 | $0.00 | 243,408 | D | A |
| 02 Mar, 2026 | Bret T Jardine | Restricted Stock Units | A | 27,478 | $0.00 | 27,478 | D | A |
| 02 Mar, 2026 | Bret T Jardine | Stock Options (Right to Buy) | A | 40,568 | $0.00 | 40,568 | D | A |
| 03 Mar, 2026 | Bret T Jardine | Restricted Stock Units | D | 1,686 | $0.00 | 5,060 | D | M |