As of May 04, 2026, Intellinetics's top three insider holders are Michael N Taglich (TenPercentOwner, 1.24Mn shares), Robert Taglich (TenPercentOwner, 910.79K shares), Robert Taglich (TenPercentOwner, 910.79K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael N Taglich | - | 0 | 1,236,283 | 05 Apr, 2022 |
| Robert Taglich | - | 452,149 | 458,642 | 05 Apr, 2022 |
| Robert Taglich | - | 452,149 | 458,642 | 05 Apr, 2022 |
| Michael N Taglich | - | 779,121 | 0 | 04 Jan, 2024 |
| Michael N Taglich | - | 770,382 | 0 | 30 Aug, 2024 |
| Michael N Taglich | - | 0 | 734,650 | 09 Oct, 2025 |
| Robert Taglich | - | 0 | 458,642 | 09 Oct, 2025 |
| Robert Taglich | - | 0 | 458,642 | 09 Oct, 2025 |
| Robert Taglich | - | 453,149 | 0 | 15 Jun, 2023 |
| Robert Taglich | - | 453,149 | 0 | 15 Jun, 2023 |
| Paul Seid | - | 189,523 | 0 | 04 Jan, 2024 |
| Paul Seid | - | 189,523 | 0 | 04 Jan, 2024 |
| James F Desocio | Chief Executive Officer | 73,725 | 0 | 25 Jun, 2025 |
| Matthew L Chretien | Chief Strategy Officer | 51,775 | 0 | 10 Apr, 2026 |
| Alison G. Forsythe | Chief Executive Officer | 36,131 | 0 | 01 Apr, 2026 |
| Joseph D Spain | Chief Financial Officer | 31,750 | 0 | 04 Apr, 2025 |
| Joseph D Spain | Chief Financial Officer | 30,907 | 0 | 10 Apr, 2026 |
| John C Guttilla | - | 24,905 | 0 | 01 Apr, 2025 |
| John C Guttilla | - | 0 | 21,905 | 09 Dec, 2024 |
| John C Guttilla | - | 0 | 18,405 | 31 May, 2024 |
| Roger E. Kahn | - | 13,762 | 0 | 04 Jan, 2024 |
| Roger E. Kahn | - | 13,762 | 0 | 04 Jan, 2024 |
| William Cooke | - | 13,361 | 0 | 04 Jan, 2024 |
| Rye D'Orazio | - | 11,209 | 0 | 10 Jan, 2022 |
| Sophie Pibouin | - | 9,651 | 0 | 10 Jan, 2022 |
| Sophie Pibouin | - | 9,651 | 0 | 10 Jan, 2022 |
| John C Guttilla | - | 8,405 | 0 | 04 Jan, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 08 Apr, 2026 | Matthew L Chretien | Common Stock | D | 810 | $7.25 | 54,475 | D | F |
| 08 Apr, 2026 | Joseph D Spain | Common Stock | D | 843 | $7.25 | 30,907 | D | F |
| 08 Apr, 2026 | Matthew L Chretien | Common Stock | D | 2,700 | $7.50 | 51,775 | D | F |
| 01 Apr, 2026 | Alison G. Forsythe | Common Stock | A | 36,131 | $7.45 | 36,131 | D | A |
| 01 Apr, 2026 | Alison G. Forsythe | Common Stock | D | 12,403 | $7.45 | 36,131 | D | F |
| 01 Apr, 2026 | Alison G. Forsythe | Common Stock | A | 48,533 | $7.45 | 84,664 | D | A |
| 01 Apr, 2026 | Alison G. Forsythe | Common Stock | A | 48,533 | $7.45 | 133,197 | D | A |
| 07 Oct, 2025 | Robert Taglich | Common Stock | D | 35,732 | $11.00 | 458,642 | I | S |
| 07 Oct, 2025 | Michael N Taglich | Common Stock | D | 35,732 | $11.00 | 734,650 | I | S |
| 07 Oct, 2025 | Robert Taglich | Common Stock | D | 35,732 | $11.00 | 458,642 | I | S |
| 23 Jun, 2025 | James F Desocio | Common Stock | A | 25,000 | $4.00 | 83,055 | D | M |
| 21 Jun, 2025 | Paul Seid | Non-Qualified Stock Option | A | 4,500 | - | 10,500 | D | A |
| 16 Aug, 2024 | Stanley P. Jr Jaworski | Non-Qualified Stock Option | A | 4,500 | - | 10,500 | D | A |
| 16 Aug, 2024 | Stanley P. Jr Jaworski | Non-Qualified Stock Option | A | 4,500 | - | 10,500 | D | A |
| 21 Jun, 2025 | Michael N Taglich | Non-Qualified Stock Option | A | 9,000 | - | 87,124 | D | A |
| 21 Jun, 2025 | John C Guttilla | Non-Qualified Stock Option | A | 4,500 | - | 10,500 | D | A |
| 21 Jun, 2025 | Paul Seid | Non-Qualified Stock Option | A | 4,500 | - | 10,500 | D | A |
| 23 Jun, 2025 | James F Desocio | Common Stock | D | 9,330 | $12.88 | 73,725 | D | F |
| 23 Jun, 2025 | James F Desocio | Stock Option | D | 25,000 | - | 102,854 | D | M |
| 02 Apr, 2025 | Joseph D Spain | Common Stock | D | 2,471 | $14.28 | 31,750 | D | F |