As of March 23, 2026, the three largest insider holders of IIIV are Gregory S Daily (Chief Executive Officer, 4.51Mn shares), Clay M Whitson (Chief Strategy Officer, 70.93K shares), Geoffrey C. Smith (Chief Financial Officer, 56.30K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gregory S Daily | Chief Executive Officer | 4,170,657 | 335,511 | 07 Aug, 2025 |
| Gregory S Daily | Chief Executive Officer | 0 | 2,449,437 | 24 Jan, 2025 |
| David M Wilds | - | 268,207 | 0 | 12 Dec, 2025 |
| Clay M Whitson | Chief Strategy Officer | 253,584 | 0 | 24 Jan, 2025 |
| Gregory S Daily | Chief Executive Officer | 0 | 134,800 | 16 May, 2023 |
| Frederick Stanford | President | 96,313 | 0 | 24 Jan, 2025 |
| Gregory S Daily | Chief Executive Officer | 88,544 | 0 | 26 Nov, 2024 |
| Gregory S Daily | Chief Executive Officer | 0 | 82,087 | 06 Dec, 2021 |
| Clay M Whitson | Chief Strategy Officer | 70,928 | 0 | 12 Feb, 2026 |
| Geoffrey C. Smith | Chief Financial Officer | 56,295 | 0 | 12 Feb, 2026 |
| Christopher Laisure | President Public Sector | 52,341 | 0 | 12 Feb, 2026 |
| David M Wilds | - | 0 | 40,176 | 15 May, 2025 |
| Paul Maple | General Counsel And Secretary | 39,017 | 0 | 12 Feb, 2026 |
| Timothy Mckenna | - | 37,165 | 0 | 24 Jan, 2025 |
| Frederick Stanford | President | 35,374 | 0 | 12 Feb, 2026 |
| Paul Christians | Chief Revenue Officer | 31,250 | 0 | 09 Mar, 2026 |
| Paul Maple | General Counsel And Secretary | 26,866 | 0 | 24 Jan, 2025 |
| David K. Morgan | - | 20,372 | 0 | 12 Feb, 2026 |
| Robert Burton Harvey | - | 11,285 | 0 | 24 Jan, 2025 |
| Decosta Jenkins | - | 10,372 | 0 | 12 Feb, 2026 |
| John C. Harrison | - | 10,372 | 0 | 12 Feb, 2026 |
| Timothy Mckenna | - | 10,372 | 0 | 12 Feb, 2026 |
| Elizabeth S. Courtney | - | 10,372 | 0 | 12 Feb, 2026 |
| David M Wilds | - | 10,372 | 0 | 12 Feb, 2026 |
| Robert Burton Harvey | - | 3,876 | 0 | 12 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 6,122 | $23.23 | 31,250 | D | S |
| 10 Feb, 2026 | David K. Morgan | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 20,372 | D | A |
| 11 Feb, 2026 | Christopher Laisure | Class A common stock, par value $0.0001 per share | D | 2,456 | $21.88 | 52,341 | D | F |
| 11 Feb, 2026 | Frederick Stanford | Class A common stock, par value $0.0001 per share | D | 4,626 | $21.88 | 35,374 | D | F |
| 11 Feb, 2026 | Paul Christians | Class A common stock, par value $0.0001 per share | D | 3,878 | $21.88 | 37,372 | D | F |
| 10 Feb, 2026 | Elizabeth S. Courtney | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | Timothy Mckenna | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | Decosta Jenkins | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 10 Feb, 2026 | David M Wilds | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 11 Feb, 2026 | Paul Maple | Class A common stock, par value $0.0001 per share | D | 3,349 | $21.88 | 39,017 | D | F |
| 11 Feb, 2026 | Geoffrey C. Smith | Class A common stock, par value $0.0001 per share | D | 4,338 | $21.88 | 56,295 | D | F |
| 10 Feb, 2026 | John C. Harrison | Class A common stock, par value $0.0001 per share | A | 6,496 | $0.00 | 10,372 | D | A |
| 11 Feb, 2026 | Clay M Whitson | Class A common stock, par value $0.0001 per share | D | 4,337 | $21.88 | 70,928 | D | F |
| 10 Feb, 2026 | Paul Christians | Stock Option (Right to Buy) | A | 135,000 | $0.00 | 135,000 | D | A |
| 10 Feb, 2026 | Clay M Whitson | Stock Option (Right to Buy) | A | 180,000 | $0.00 | 180,000 | D | A |
| 10 Feb, 2026 | Frederick Stanford | Stock Option (Right to Buy) | A | 180,000 | $0.00 | 180,000 | D | A |
| 10 Feb, 2026 | Geoffrey C. Smith | Stock Option (Right to Buy) | A | 180,000 | $0.00 | 180,000 | D | A |
| 10 Feb, 2026 | Paul Maple | Stock Option (Right to Buy) | A | 135,000 | $0.00 | 135,000 | D | A |
| 10 Feb, 2026 | Christopher Laisure | Stock Option (Right to Buy) | A | 135,000 | $0.00 | 135,000 | D | A |
| 14 Nov, 2025 | Clay M Whitson | Class A common stock, par value $0.0001 per share | D | 5,903 | $30.75 | 75,265 | D | F |