As of May 23, 2026, the three largest insider holders of FINW are Kent Landvatter (Chairman And Ceo, 929.86K shares), James Noone (President, 409.89K shares), James N Giordano (Director, 399.61K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Alan Weichselbaum | - | 59,242 | 0 | 01 Apr, 2026 |
| Robert E. Wahlman | Evp, Chief Financial Officer | 61,071 | 0 | 30 Jun, 2025 |
| Susan Ehrlich | - | 5,910 | 0 | 01 Apr, 2026 |
| Lisa Ann Nievaard | - | 18,987 | 0 | 01 Apr, 2026 |
| Thomas Elmer Jr Gibson | - | 28,948 | 0 | 29 May, 2025 |
| Jeana Hutchings | - | 29,187 | 0 | 01 Apr, 2026 |
| James N Giordano | - | 399,607 | 0 | 01 Apr, 2026 |
| Howard I Reynolds | - | 41,294 | 0 | 01 Apr, 2026 |
| Gerald Edwin Cunningham | - | 77,129 | 0 | 01 Apr, 2026 |
| Russell Fred Jr Healey | - | 88,000 | 0 | 23 Nov, 2021 |
| Kent Landvatter | Chairman And Ceo | 929,857 | 0 | 29 May, 2025 |
| Javvis O Jacobson | Cfo And Executive Vp | 58,944 | 0 | 31 Oct, 2023 |
| Dawn M Cannon | Coo And Executive Vp | 8,894 | 0 | 02 Apr, 2024 |
| David Tilis | Cso And Senior Vp | 317,778 | 0 | 04 May, 2022 |
| James Noone | President | 409,889 | 0 | 26 Aug, 2025 |
| Michael Christopher Obrien | - | 85,669 | 0 | 29 May, 2025 |
| Andrew G Stines | - | 19,072 | 0 | 01 Apr, 2026 |
| Richard Thiessens | - | 54,539 | 0 | 30 May, 2025 |
| Robert Keil | - | 56,428 | 0 | 03 Nov, 2025 |
| Natasha Laurette Clayton | - | 48,902 | 0 | 30 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Alan Weichselbaum | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 59,242 | D | A |
| 31 Mar, 2026 | Howard I Reynolds | Common Stock, par value $0.001 per share | A | 3,189 | $15.73 | 41,294 | D | A |
| 31 Mar, 2026 | Jeana Hutchings | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 29,187 | D | A |
| 31 Mar, 2026 | Alan Weichselbaum | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 59,242 | D | A |
| 31 Mar, 2026 | Gerald Edwin Cunningham | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 77,129 | D | A |
| 31 Mar, 2026 | Lisa Ann Nievaard | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 18,987 | D | A |
| 31 Mar, 2026 | James N Giordano | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 399,607 | D | A |
| 31 Mar, 2026 | Howard I Reynolds | Common Stock, par value $0.001 per share | A | 3,189 | $15.73 | 41,294 | D | A |
| 31 Mar, 2026 | Andrew G Stines | Common Stock, par value $0.001 per share | A | 19,072 | $15.73 | 19,072 | D | A |
| 31 Mar, 2026 | Susan Ehrlich | Common Stock, par value $0.001 per share | A | 1,589 | $15.73 | 5,910 | D | A |
| 31 Mar, 2026 | Andrew G Stines | Common Stock, par value $0.001 per share | A | 19,072 | $15.73 | 19,072 | D | A |
| 31 Mar, 2026 | James N Giordano | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 399,607 | D | A |
| 31 Mar, 2026 | Lisa Ann Nievaard | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 18,987 | D | A |
| 31 Mar, 2026 | Jeana Hutchings | Common Stock, par value $0.001 per share | A | 3,179 | $15.73 | 29,187 | D | A |
| 31 Oct, 2025 | Howard I Reynolds | Common Stock, par value $0.001 per share | A | 2,297 | $18.95 | 38,105 | D | P |
| 03 Nov, 2025 | Robert Keil | Common Stock, par value $0.001 per share | D | 1,500 | $19.48 | 56,428 | D | S |
| 31 Oct, 2025 | Howard I Reynolds | Common Stock, par value $0.001 per share | A | 2,297 | $18.95 | 38,105 | D | P |
| 03 Nov, 2025 | Robert Keil | Common Stock, par value $0.001 per share | D | 1,500 | $19.48 | 56,428 | D | S |
| 05 Sep, 2025 | James N Giordano | Common Stock, par value $0.001 per share | A | 2,500 | $19.32 | 2,500 | I | P |
| 05 Sep, 2025 | James N Giordano | Common Stock, par value $0.001 per share | A | 2,500 | $19.32 | 2,500 | I | P |