As of March 23, 2026, Fathom Holdings's top three insider holders are Joshua Harley (TenPercentOwner, 3.14Mn shares), Joshua Harley (TenPercentOwner, 2.07Mn shares), Scott N Flanders (Director, 1.58Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Joshua Harley | 3,135,406 | 0 | 02 Sep, 2025 | |
| Joshua Harley | 0 | 2,073,378 | 02 Jan, 2024 | |
| Scott N Flanders | 1,576,641 | 0 | 21 Aug, 2025 | |
| Glenn A. Sampson | 1,549,518 | 0 | 30 Aug, 2023 | |
| Marco Fregenal | Chief Executive Officer | 1,459,045 | 0 | 13 Feb, 2026 |
| Adam Rothstein | 913,046 | 0 | 21 Aug, 2025 | |
| Stephen H. Murray | 349,145 | 0 | 21 Aug, 2025 | |
| Joanne Zach | Chief Financial Officer | 252,510 | 0 | 14 Jan, 2025 |
| David C. Hood | 165,998 | 0 | 21 Aug, 2025 | |
| Jennifer B. Venable | 152,284 | 0 | 21 Aug, 2025 | |
| Samantha Giuggio | Chief Broker Officer | 102,543 | 0 | 08 Jul, 2025 |
| Ravila Gupta | 60,333 | 0 | 11 Sep, 2024 | |
| Samantha Giuggio | Chief Broker Officer | 0 | 5,421 | 16 Dec, 2021 |
| Christopher D. Bennett | 1,100 | 0 | 15 Dec, 2021 | |
| Marco Fregenal | Chief Financial Officer | 0 | 329 | 29 Apr, 2021 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 09 Feb, 2026 | Marco Fregenal | Common Stock | D | 31,306 | $0.00 | 1,459,045 | D | G |
| 09 Feb, 2026 | Laura L. Muller | Performance Rights | A | 137,614 | $0.00 | 137,614 | D | A |
| 08 Jan, 2026 | Marco Fregenal | Common Stock | D | 66,668 | $0.00 | 1,490,351 | D | G |
| 31 Dec, 2025 | Marco Fregenal | Common Stock | A | 42,079 | $1.01 | 1,557,019 | D | A |
| 23 Dec, 2025 | Marco Fregenal | Common Stock | D | 33,024 | $0.00 | 1,514,940 | D | G |
| 28 Oct, 2025 | Marco Fregenal | Common Stock | D | 35,000 | $0.00 | 1,547,964 | D | G |
| 30 Sep, 2025 | Marco Fregenal | Common Stock | A | 23,611 | $1.80 | 1,582,964 | D | A |
| 28 Aug, 2025 | Joshua Harley | Common Stock | D | 92,395 | $2.38 | 3,135,406 | D | S |
| 28 Aug, 2025 | Marco Fregenal | Common Stock | D | 60,000 | $0.00 | 1,559,353 | D | G |
| 28 Aug, 2025 | Joshua Harley | Common Stock | A | 92,395 | $2.38 | 3,135,406 | D | S |
| 20 Aug, 2025 | Stephen H. Murray | Common Stock | A | 82,645 | $0.00 | 349,145 | D | A |
| 20 Aug, 2025 | Adam Rothstein | Common Stock | A | 82,645 | $0.00 | 913,046 | D | A |
| 20 Aug, 2025 | Jennifer B. Venable | Common Stock | A | 82,645 | $0.00 | 152,284 | D | A |
| 20 Aug, 2025 | David C. Hood | Common Stock | A | 82,645 | $0.00 | 165,998 | D | A |
| 20 Aug, 2025 | Scott N Flanders | Common Stock | A | 82,645 | $0.00 | 1,576,641 | D | A |
| 20 Aug, 2025 | Marco Fregenal | Performance Rights | A | 200,000 | $0.00 | 200,000 | D | A |
| 29 Jul, 2025 | Marco Fregenal | Common Stock | D | 52,147 | $0.00 | 1,619,353 | D | G |
| 21 Jul, 2025 | Joshua Harley | Common Stock | D | 50,717 | $1.46 | 3,310,592 | D | S |
| 22 Jul, 2025 | Joshua Harley | Common Stock | D | 81,691 | $1.59 | 3,228,901 | D | S |
| 23 Jul, 2025 | Joshua Harley | Common Stock | D | 1,100 | $1.49 | 3,227,801 | D | S |