| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Lawrence Steinman | - | 112,493 | 0 | 30 Jun, 2025 |
| Russell T Ray | - | 24,409 | 0 | 08 Sep, 2023 |
| Lawrence Marshall Gold | - | 24,745 | 0 | 06 Sep, 2023 |
| Resources, Inc. Elray | - | 1,318,000 | 0 | 11 Apr, 2025 |
| Jason Griffin New | - | 241,918 | 0 | 03 Apr, 2026 |
| James N. Woody | Chief Executive Officer | 66,888 | 0 | 18 Dec, 2023 |
| Pamela G Marrone | - | 34,857 | 0 | 06 Sep, 2023 |
| Ryan Lewis Smith | - | 241,918 | 0 | 03 Apr, 2026 |
| Teresa Deluca | - | 5,000 | 5,000 | 13 Dec, 2021 |
| Jr. Donald A. Mcgovern | - | 55,285 | 0 | 06 Sep, 2023 |
| Marc Feldmann | - | 250,874 | 0 | 28 Dec, 2023 |
| Ozan Pamir | Cfo | 8,983 | 0 | 19 May, 2023 |
| Quan Anh Vu | Coo / Chief Business Officer | 20,500 | 0 | 16 Dec, 2021 |
| Angela Dalton | - | 203,562 | 0 | 06 Apr, 2026 |
| Blair Jordan | Chief Executive Officer | 0 | 327,576 | 14 Jul, 2025 |
| Andrew P Suckling | - | 241,918 | 0 | 03 Apr, 2026 |
| Jay Lawrence Goodman | - | 65,000 | 0 | 21 Feb, 2025 |
| Stephen H Shoemaker | - | 132,439 | 0 | 30 Jun, 2025 |
| Lent Eric R Van | Chief Accounting Officer | 8,174 | 0 | 30 Jun, 2025 |
| Crystal Jane Heter | - | 241,918 | 0 | 03 Apr, 2026 |
| John Tazewell Saunders | Chief Financial Officer | 358,592 | 0 | 03 Apr, 2026 |
| Michael A Edwards | - | 203,562 | 0 | 03 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Apr, 2026 | Angela Dalton | Common Stock | A | 203,562 | $0.00 | 203,562 | D | A |
| 02 Apr, 2026 | Andrew P Suckling | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | Andrew P Suckling | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | Michael A Edwards | Common Stock | A | 203,562 | $0.00 | 203,562 | D | A |
| 02 Apr, 2026 | Ryan Lewis Smith | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | Andrew P Suckling | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | Crystal Jane Heter | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | Jason Griffin New | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | John Tazewell Saunders | Common Stock | A | 358,592 | $0.00 | 358,592 | D | A |
| 02 Apr, 2026 | Crystal Jane Heter | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | John Tazewell Saunders | Common Stock | A | 358,592 | $0.00 | 358,592 | D | A |
| 02 Apr, 2026 | Andrew P Suckling | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | John Tazewell Saunders | Common Stock | A | 358,592 | $0.00 | 358,592 | D | A |
| 02 Apr, 2026 | Crystal Jane Heter | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | Crystal Jane Heter | Common Stock | A | 241,918 | $0.00 | 241,918 | D | A |
| 02 Apr, 2026 | John Tazewell Saunders | Common Stock | A | 358,592 | $0.00 | 358,592 | D | A |
| 18 Feb, 2026 | Ryan Lewis Smith | Common Stock | D | 16,718 | $0.00 | 0 | I | J |
| 12 Nov, 2025 | John Tazewell Saunders | Common Stock | A | 109,312 | $0.00 | 109,312 | D | A |
| 12 Nov, 2025 | John Tazewell Saunders | Common Stock | A | 109,312 | $0.00 | 109,312 | D | A |
| 12 Nov, 2025 | John Tazewell Saunders | Common Stock | A | 109,312 | $0.00 | 109,312 | D | A |