| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William Reid Sanders | - | 134,067 | 0 | 04 Jun, 2024 |
| Stephen G Kasnet | - | 138,566 | 0 | 12 Nov, 2025 |
| Hope B Woodhouse | - | 94,423 | 0 | 12 Nov, 2025 |
| Tanuja M Dehne | - | 77,152 | 0 | 10 Jun, 2025 |
| Patrick Gregory Halter | - | 94,363 | 0 | 19 Aug, 2025 |
| Marcin Urbaszek | Chief Financial Officer | 109,364 | 0 | 15 Mar, 2024 |
| Stephen Alpart | Chief Investment Officer | 324,375 | 0 | 16 Mar, 2026 |
| Steven Plust | Chief Operating Officer | 279,280 | 0 | 17 Mar, 2025 |
| John A Taylor | President And Ceo | 651,736 | 0 | 16 Mar, 2026 |
| Lazar Nikolic | - | 0 | 655,794 | 22 May, 2025 |
| Michael J. Karber | General Counsel And Secretary | 123,371 | 0 | 16 Mar, 2026 |
| Peter M. Morral | Chief Development Officer | 131,423 | 0 | 16 Mar, 2026 |
| Sheila K. Mcgrath | - | 64,602 | 0 | 09 Jun, 2025 |
| Blake Johnson | Chief Financial Officer | 17,868 | 0 | 02 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | Stephen Alpart | Restricted Stock Units | A | 102,589 | $0.00 | 102,589 | D | A |
| 05 Mar, 2026 | Michael J. Karber | Restricted Stock Units | A | 73,294 | $0.00 | 73,294 | D | A |
| 05 Mar, 2026 | Michael J. Karber | Restricted Stock Units | A | 73,294 | $0.00 | 73,294 | D | A |
| 05 Mar, 2026 | Peter M. Morral | Restricted Stock Units | A | 79,496 | $0.00 | 79,496 | D | A |
| 05 Mar, 2026 | Blake Johnson | Restricted Stock Units | A | 58,649 | $0.00 | 58,649 | D | A |
| 05 Mar, 2026 | Blake Johnson | Restricted Stock Units | A | 58,649 | $0.00 | 58,649 | D | A |
| 05 Mar, 2026 | Blake Johnson | Restricted Stock Units | A | 58,649 | $0.00 | 58,649 | D | A |
| 05 Mar, 2026 | Ethan Lebowitz | Restricted Stock Units | A | 63,796 | $0.00 | 63,796 | D | A |
| 05 Mar, 2026 | John A Taylor | Restricted Stock Units | A | 122,176 | $0.00 | 122,176 | D | A |
| 05 Mar, 2026 | Michael J. Karber | Restricted Stock Units | A | 73,294 | $0.00 | 73,294 | D | A |
| 15 Mar, 2026 | Stephen Alpart | Common Stock | A | 39,683 | - | 344,633 | D | M |
| 15 Mar, 2026 | Michael J. Karber | Common Stock | A | 19,213 | - | 132,823 | D | M |
| 15 Mar, 2026 | John A Taylor | Common Stock | A | 74,405 | - | 692,867 | D | M |
| 15 Mar, 2026 | Peter M. Morral | Common Stock | A | 39,683 | - | 151,681 | D | M |
| 15 Mar, 2026 | Michael J. Karber | Common Stock | A | 19,213 | - | 132,823 | D | M |
| 15 Mar, 2026 | Michael J. Karber | Common Stock | A | 19,213 | - | 132,823 | D | M |
| 15 Mar, 2026 | Michael J. Karber | Common Stock | A | 19,213 | - | 132,823 | D | M |
| 15 Mar, 2026 | Michael J. Karber | Common Stock | D | 9,452 | $1.57 | 123,371 | D | F |
| 15 Mar, 2026 | John A Taylor | Common Stock | D | 41,131 | $1.57 | 651,736 | D | F |
| 15 Mar, 2026 | Michael J. Karber | Common Stock | D | 9,452 | $1.57 | 123,371 | D | F |