Through the 90-day period concluding January 10, 2026, Intellinetics's top three insider stakeholders include Director Michael N Taglich (1.51Mn shares), TenPercentOwner Robert Taglich (911.79K shares), Director Paul Seid (189.52K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Michael N Taglich | 1,505,032 | 30 Aug, 2024 | |
| Robert Taglich | 911,791 | 15 Jun, 2023 | |
| Paul Seid | 189,523 | 04 Jan, 2024 | |
| James F Desocio | Chief Executive Officer | 73,725 | 25 Jun, 2025 |
| Matthew L Chretien | Chief Strategy Officer | 55,285 | 04 Apr, 2025 |
| John C Guttilla | 46,810 | 01 Apr, 2025 | |
| Joseph D Spain | Chief Financial Officer | 31,750 | 04 Apr, 2025 |
| Roger E. Kahn | 13,762 | 04 Jan, 2024 | |
| William Cooke | 13,361 | 04 Jan, 2024 | |
| Rye D'Orazio | 11,209 | 10 Jan, 2022 | |
| Sophie Pibouin | 9,651 | 10 Jan, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 23 Jun, 2025 | James F Desocio | Common Stock | D | 9,330 | $12.88 | 73,725 | D | F |
| 23 Jun, 2025 | James F Desocio | - | - | 73,725 | D | |||
| 02 Apr, 2025 | James F Desocio | Common Stock | D | 2,965 | $14.28 | 58,055 | D | F |
| 02 Apr, 2025 | Matthew L Chretien | Common Stock | D | 2,471 | $14.28 | 55,285 | D | F |
| 02 Apr, 2025 | Matthew L Chretien | - | - | 55,285 | D | |||
| 02 Apr, 2025 | Joseph D Spain | Common Stock | D | 2,471 | $14.28 | 31,750 | D | F |
| 28 Mar, 2025 | James F Desocio | Common Stock | A | 10,000 | $12.12 | 62,008 | D | A |
| 28 Mar, 2025 | James F Desocio | Common Stock | D | 988 | $12.12 | 61,020 | D | F |
| 28 Mar, 2025 | John C Guttilla | - | - | 24,905 | D | |||
| 28 Mar, 2025 | John C Guttilla | Common Stock | A | 3,000 | $12.00 | 24,905 | D | P |
| 28 Mar, 2025 | Matthew L Chretien | Common Stock | D | 741 | $12.12 | 57,756 | D | F |
| 28 Mar, 2025 | Matthew L Chretien | Common Stock | A | 7,500 | $12.12 | 58,497 | D | A |
| 28 Mar, 2025 | Joseph D Spain | Common Stock | A | 6,057 | $12.12 | 34,820 | D | A |
| 28 Mar, 2025 | Joseph D Spain | Common Stock | A | 1,443 | $12.12 | 28,763 | D | A |
| 28 Mar, 2025 | Joseph D Spain | Common Stock | D | 599 | $12.12 | 34,221 | D | F |
| 05 Dec, 2024 | John C Guttilla | - | - | 21,905 | I | |||
| 05 Dec, 2024 | John C Guttilla | Common Stock | A | 3,500 | $14.50 | 21,905 | I | P |