GEG's three largest insider shareholders as of March 23, 2026 are Jason W. Reese (See Remarks, 6.38Mn shares), Jason W. Reese (See Remarks, 1.10Mn shares), David W. Schwartz (Director, 659.41K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jason W. Reese | See Remarks | 0 | 6,379,646 | 23 May, 2024 |
| Jason W. Reese | See Remarks | 1,103,964 | 0 | 05 Mar, 2026 |
| David W. Schwartz | 659,408 | 0 | 12 Jan, 2026 | |
| Adam M Kleinman | President | 585,394 | 0 | 23 Sep, 2025 |
| David Matter | 539,377 | 0 | 12 Jan, 2026 | |
| James P Parmelee | 513,442 | 0 | 12 Jan, 2026 | |
| Eric J Scheyer | 478,862 | 0 | 12 Jan, 2026 | |
| James H Hugar | 343,067 | 0 | 07 Jan, 2025 | |
| Thomas S Harbin | 248,603 | 0 | 12 May, 2022 | |
| Nichole Milz | Chief Operating Officer | 194,884 | 0 | 23 Sep, 2025 |
| Jeffrey Serota | 175,145 | 0 | 05 Jan, 2022 | |
| Booker Smith | 74,213 | 0 | 12 Jan, 2026 | |
| Brent J Pearson | Chief Financial Officer | 62,517 | 0 | 20 Sep, 2022 |
| Lloyd Nathan | 49,348 | 0 | 12 Jan, 2026 | |
| Keri Davis | Chief Financial Officer | 43,436 | 0 | 23 Sep, 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Mar, 2026 | Jason W. Reese | Common Stock | A | 27,022 | $0.00 | 1,103,964 | D | A |
| 08 Jan, 2026 | James P Parmelee | Common Stock | A | 26,531 | $0.00 | 464,462 | D | A |
| 08 Jan, 2026 | Lloyd Nathan | Common Stock | A | 26,531 | $0.00 | 49,348 | D | A |
| 08 Jan, 2026 | Eric J Scheyer | Common Stock | A | 26,531 | $0.00 | 448,250 | D | A |
| 08 Jan, 2026 | Booker Smith | Common Stock | A | 26,531 | $0.00 | 43,601 | D | A |
| 08 Jan, 2026 | David Matter | Common Stock | A | 26,531 | $0.00 | 508,765 | D | A |
| 08 Jan, 2026 | David W. Schwartz | Common Stock | A | 26,531 | $0.00 | 626,531 | D | A |
| 08 Jan, 2026 | James P Parmelee | Common Stock | A | 48,980 | $0.00 | 513,442 | D | A |
| 08 Jan, 2026 | David W. Schwartz | Common Stock | A | 32,877 | $0.00 | 659,408 | D | A |
| 08 Jan, 2026 | David Matter | Common Stock | A | 30,612 | $0.00 | 539,377 | D | A |
| 08 Jan, 2026 | Eric J Scheyer | Common Stock | A | 30,612 | $0.00 | 478,862 | D | A |
| 08 Jan, 2026 | Booker Smith | Common Stock | A | 30,612 | $0.00 | 74,213 | D | A |
| 11 Nov, 2025 | Jason W. Reese | Common Stock | D | 100,000 | $0.00 | 1,076,942 | D | G |
| 19 Sep, 2025 | Nichole Milz | Common Stock | A | 36,764 | $0.00 | 213,111 | D | A |
| 19 Sep, 2025 | Adam M Kleinman | Common Stock | A | 22,977 | $0.00 | 603,707 | D | A |
| 19 Sep, 2025 | Keri Davis | Common Stock | A | 9,191 | $0.00 | 48,854 | D | A |
| 23 Sep, 2025 | Keri Davis | Common Stock | D | 5,418 | $2.80 | 43,436 | D | F |
| 23 Sep, 2025 | Adam M Kleinman | Common Stock | D | 18,313 | $2.80 | 585,394 | D | F |
| 23 Sep, 2025 | Nichole Milz | Common Stock | D | 18,227 | $2.80 | 194,884 | D | F |
| 20 Sep, 2025 | Jason W. Reese | Common Stock | A | 183,823 | $0.00 | 1,176,942 | D | A |