As of May 23, 2026, the three largest insider holders of IIIN are H O Iii Woltz (Chairman, President And Ceo, 491.27K shares), W Allen Ii Rogers (Director, 96.17K shares), Scot R Jafroodi (Vp, Cfo And Treasurer, 48.24K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| W Allen Ii Rogers | - | 96,167 | 0 | 12 Feb, 2026 |
| H O Iii Woltz | Chairman, President And Ceo | 491,272 | 0 | 24 Apr, 2026 |
| Joseph A Rutkowski | - | 21,851 | 0 | 14 Feb, 2025 |
| James F Petelle | Vp And Asst. Secretary | 17,791 | 0 | 07 Sep, 2023 |
| G Kennedy Thompson | - | 34,117 | 0 | 12 Feb, 2026 |
| Abney S Iii Boxley | - | 16,433 | 0 | 12 Feb, 2026 |
| Anne H Lloyd | - | 13,651 | 0 | 12 Feb, 2026 |
| Richard Wagner | Senior Vice President And Coo | 40,000 | 0 | 27 Feb, 2026 |
| Scot R Jafroodi | Vp, Cfo And Treasurer | 48,240 | 0 | 17 Feb, 2026 |
| Mark A Carano | Senior Vice President And Cfo | 10,293 | 0 | 16 Aug, 2022 |
| Jon M Ruth | - | 0 | 24,959 | 12 Feb, 2026 |
| James R. York | Senior Vice President | 9,664 | 0 | 17 Feb, 2026 |
| Patrick K. Griffin | Controller And Cao | 1,210 | 0 | 16 Aug, 2023 |
| Elizabeth Carroll Southern | Vp, Secretary And Clo | 1,079 | 0 | 15 Feb, 2024 |
| Blake Doyle | - | 2,703 | 0 | 12 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Apr, 2026 | H O Iii Woltz | Common Stock | D | 10,022 | $0.00 | 491,272 | D | G |
| 26 Feb, 2026 | Richard Wagner | Common Stock | D | 1,679 | $37.67 | 40,000 | D | S |
| 26 Feb, 2026 | Richard Wagner | Common Stock | D | 1,679 | $37.67 | 40,000 | D | S |
| 26 Feb, 2026 | Richard Wagner | Common Stock | D | 1,679 | $37.67 | 40,000 | D | S |
| 14 Feb, 2026 | James R. York | Common Stock | A | 1,239 | - | 10,082 | D | M |
| 14 Feb, 2026 | James R. York | Common Stock | A | 1,239 | - | 10,082 | D | M |
| 14 Feb, 2026 | James R. York | Common Stock | A | 1,239 | - | 10,082 | D | M |
| 14 Feb, 2026 | Richard Wagner | Common Stock | A | 2,271 | - | 42,271 | D | M |
| 14 Feb, 2026 | H O Iii Woltz | Common Stock | A | 5,781 | - | 502,802 | D | M |
| 14 Feb, 2026 | Richard Wagner | Common Stock | A | 2,271 | - | 42,271 | D | M |
| 14 Feb, 2026 | Scot R Jafroodi | Common Stock | A | 2,065 | - | 48,778 | D | M |
| 14 Feb, 2026 | Scot R Jafroodi | Common Stock | A | 2,065 | - | 48,778 | D | M |
| 14 Feb, 2026 | Scot R Jafroodi | Common Stock | A | 2,065 | - | 48,778 | D | M |
| 14 Feb, 2026 | Richard Wagner | Common Stock | A | 2,271 | - | 42,271 | D | M |
| 14 Feb, 2026 | James R. York | Common Stock | D | 418 | $37.58 | 9,664 | D | F |
| 14 Feb, 2026 | Richard Wagner | Common Stock | D | 592 | $37.58 | 41,679 | D | F |
| 14 Feb, 2026 | James R. York | Common Stock | D | 418 | $37.58 | 9,664 | D | F |
| 14 Feb, 2026 | H O Iii Woltz | Common Stock | D | 1,508 | $37.58 | 501,294 | D | F |
| 14 Feb, 2026 | Scot R Jafroodi | Common Stock | D | 538 | $37.58 | 48,240 | D | F |
| 14 Feb, 2026 | Scot R Jafroodi | Common Stock | D | 538 | $37.58 | 48,240 | D | F |