| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Buford H Ortale | - | 51,851 | 0 | 19 Feb, 2026 |
| Michelle P Goolsby | - | 26,305 | 0 | 22 Feb, 2022 |
| Gary Keiser | - | 36,676 | 0 | 01 Jul, 2022 |
| Elizabeth K. Tuppeny | - | 49,907 | 0 | 02 Jun, 2025 |
| Richard J Byrne | Chairman And Ceo | 476,725 | 0 | 28 Jan, 2026 |
| Peter J Mcdonough | - | 45,926 | 0 | 21 Nov, 2025 |
| Jerome S. Baglien | Cfo And Coo | 310,014 | 0 | 28 Jan, 2026 |
| Jamie Handwerker | - | 47,444 | 0 | 02 Jun, 2025 |
| Patsy Joseph Augustine | - | 36,227 | 0 | 02 Jun, 2025 |
| Joe Dumars | - | 26,607 | 0 | 02 Jun, 2025 |
| Michael Comparato | President | 509,871 | 0 | 28 Jan, 2026 |
| Brian Buffone | President | 243,081 | 0 | 04 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Mar, 2026 | Brian Buffone | Common Stock | A | 27,000 | $9.41 | 243,081 | D | P |
| 17 Feb, 2026 | Buford H Ortale | Common Stock | A | 2,000 | $8.88 | 49,851 | D | P |
| 18 Feb, 2026 | Buford H Ortale | Common Stock | A | 2,000 | $8.77 | 51,851 | D | P |
| 27 Jan, 2026 | Jerome S. Baglien | Common Stock | A | 100,261 | $0.00 | 337,278 | D | A |
| 27 Jan, 2026 | Richard J Byrne | Common Stock | A | 66,841 | $0.00 | 517,932 | D | A |
| 27 Jan, 2026 | Michael Comparato | Common Stock | A | 66,841 | $0.00 | 538,455 | D | A |
| 27 Jan, 2026 | Jerome S. Baglien | Common Stock | D | 27,264 | $10.17 | 310,014 | D | F |
| 27 Jan, 2026 | Michael Comparato | Common Stock | D | 28,584 | $10.17 | 509,871 | D | F |
| 27 Jan, 2026 | Richard J Byrne | Common Stock | D | 41,207 | $10.17 | 476,725 | D | F |
| 21 Nov, 2025 | Peter J Mcdonough | Common Stock | D | 1,500 | $10.00 | 45,926 | D | S |
| 28 May, 2025 | Buford H Ortale | Common Stock | A | 10,036 | $0.00 | 47,851 | D | A |
| 28 May, 2025 | Patsy Joseph Augustine | Common Stock | A | 10,036 | $0.00 | 36,227 | D | A |
| 28 May, 2025 | Jamie Handwerker | Common Stock | A | 10,036 | $0.00 | 47,444 | D | A |
| 28 May, 2025 | Elizabeth K. Tuppeny | Common Stock | A | 10,036 | $0.00 | 49,907 | D | A |
| 28 May, 2025 | Joe Dumars | Common Stock | A | 10,036 | $0.00 | 26,607 | D | A |
| 28 May, 2025 | Elizabeth K. Tuppeny | Common Stock | A | 10,036 | $0.00 | 49,907 | D | A |
| 28 May, 2025 | Peter J Mcdonough | Common Stock | A | 10,036 | $0.00 | 47,426 | D | A |
| 28 May, 2025 | Elizabeth K. Tuppeny | Common Stock | A | 10,036 | $0.00 | 49,907 | D | A |
| 27 Jan, 2025 | Richard J Byrne | Common Stock | A | 106,969 | $0.00 | 490,066 | D | A |
| 27 Jan, 2025 | Michael Comparato | Common Stock | A | 136,882 | $0.00 | 494,727 | D | A |