Through the 90-day period concluding February 19, 2026, Hennessy Advisors's top three insider stakeholders include Ceo Neil J Hennessy (4.11Mn shares), Director Brian A Hennessy (489.79K shares), Director Henry Hansel (220.12K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Neil J Hennessy | Ceo | 4,112,084 | 01 Sep, 2023 |
| Brian A Hennessy | 489,786 | 15 Dec, 2022 | |
| Henry Hansel | 220,125 | 19 Sep, 2025 | |
| Rodger Offenbach | 218,871 | 07 Sep, 2023 | |
| Daniel G Libarle | 166,710 | 27 Dec, 2022 | |
| Teresa M Nilsen | President And Coo And Secretary | 164,248 | 19 Sep, 2025 |
| Kathryn Fahy | Svp And Cfo | 70,689 | 11 Dec, 2025 |
| Thomas L Seavey | 56,029 | 19 Sep, 2025 | |
| Susan Weber Pomilia | 49,887 | 19 Sep, 2025 | |
| Daniel B Steadman | Executive Vp | 38,824 | 29 Dec, 2025 |
| Oriordan Lydia D Knight | 21,300 | 19 Sep, 2025 | |
| Kiera Newton | 16,294 | 31 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 30 Dec, 2025 | Kiera Newton | Common Stock | D | 571 | $9.35 | 16,294 | D | S |
| 26 Dec, 2025 | Daniel B Steadman | Common Stock | D | 750 | $0.00 | 36,574 | D | G |
| 19 Dec, 2025 | Brian A Hennessy | Common Stock | D | 4,900 | $0.00 | 229,065 | I | G |
| 10 Dec, 2025 | Kathryn Fahy | Common Stock | D | 2,000 | $0.00 | 70,689 | D | G |
| 08 Dec, 2025 | Daniel B Steadman | Common Stock | A | 500 | $0.00 | 2,250 | I | G |
| 08 Dec, 2025 | Daniel B Steadman | Common Stock | D | 500 | $0.00 | 37,324 | D | G |
| 29 Sep, 2025 | Kiera Newton | Common Stock | D | 390 | $10.73 | 16,865 | D | S |
| 23 Sep, 2025 | Kiera Newton | Common Stock | D | 3 | $11.00 | 17,255 | D | S |
| 18 Sep, 2025 | Rodger Offenbach | Common Stock | A | 2,800 | $0.00 | 113,298 | I | A |
| 18 Sep, 2025 | Daniel G Libarle | Common Stock | A | 2,800 | $0.00 | 63,810 | I | A |
| 18 Sep, 2025 | Henry Hansel | - | - | 220,125 | D | |||
| 18 Sep, 2025 | Henry Hansel | Common Stock | A | 5,600 | $0.00 | 220,125 | D | A |
| 18 Sep, 2025 | Daniel B Steadman | Common Stock | D | 3,008 | $11.08 | 37,824 | D | F |
| 18 Sep, 2025 | Daniel B Steadman | Common Stock | A | 9,400 | $0.00 | 40,832 | D | A |
| 18 Sep, 2025 | Thomas L Seavey | Common Stock | A | 5,600 | $0.00 | 56,029 | D | A |
| 18 Sep, 2025 | Teresa M Nilsen | Common Stock | A | 19,700 | $0.00 | 159,823 | D | A |
| 18 Sep, 2025 | Teresa M Nilsen | Common Stock | D | 9,000 | $11.08 | 150,823 | D | F |
| 18 Sep, 2025 | Neil J Hennessy | - | - | 2,061,112 | I | |||
| 18 Sep, 2025 | Neil J Hennessy | Common Stock | A | 19,700 | $0.00 | 2,070,112 | I | A |
| 18 Sep, 2025 | Neil J Hennessy | Common Stock | D | 9,000 | $11.08 | 2,061,112 | I | F |