| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Samuel P Jr Sears | - | 1,129,543 | 0 | 16 May, 2024 |
| James A Mcnulty | - | 946,135 | 26,101,057 | 10 May, 2023 |
| Ronald E Osman | - | 0 | 23,564,985 | 16 May, 2024 |
| Michelle Yanez | - | 896,271 | 0 | 16 May, 2024 |
| Michael Allen Jerman | - | 80,411 | 0 | 16 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2024 | Michelle Yanez | Common Stock | A | 50,000 | $0.00 | 896,271 | D | A |
| 01 Apr, 2024 | Ronald E Osman | Common Stock | A | 50,000 | $0.00 | 23,564,985 | I | A |
| 16 Mar, 2024 | James A Mcnulty | Stock Option | A | 100,000 | $0.00 | 100,000 | D | A |
| 01 Apr, 2024 | Michelle Yanez | Common Stock | A | 50,000 | $0.00 | 896,271 | D | A |
| 01 Apr, 2024 | Samuel P Jr Sears | Common Stock | A | 50,000 | $0.00 | 1,129,543 | D | A |
| 01 Apr, 2024 | Ronald E Osman | Common Stock | A | 50,000 | $0.00 | 23,564,985 | I | A |
| 01 Apr, 2024 | Michael Allen Jerman | Common Stock | A | 50,000 | $0.00 | 80,411 | D | A |
| 01 Apr, 2024 | Samuel P Jr Sears | Common Stock | A | 50,000 | $0.00 | 1,129,543 | D | A |
| 01 Apr, 2024 | Ronald E Osman | Common Stock | A | 50,000 | $0.00 | 23,564,985 | I | A |
| 01 Apr, 2024 | Samuel P Jr Sears | Common Stock | A | 50,000 | $0.00 | 1,129,543 | D | A |
| 01 Apr, 2024 | Michelle Yanez | Common Stock | A | 50,000 | $0.00 | 896,271 | D | A |
| 11 Aug, 2023 | Ronald E Osman | Common Stock | A | 25,000 | $0.00 | 23,514,985 | D | A |
| 11 Aug, 2023 | Ronald E Osman | Common Stock | A | 25,000 | $0.00 | 23,514,985 | D | A |
| 11 Aug, 2023 | Ronald E Osman | Common Stock | A | 25,000 | $0.00 | 23,514,985 | D | A |
| 05 May, 2023 | Michelle Yanez | Common Stock | A | 796,271 | $0.00 | 800,673 | D | J |
| 05 May, 2023 | Michelle Yanez | Common Stock | A | 796,271 | $0.00 | 800,673 | D | J |
| 05 May, 2023 | James A Mcnulty | Common Stock | D | 79,627,069 | $0.00 | 0 | I | J |
| 05 May, 2023 | Michelle Yanez | Common Stock | A | 796,271 | $0.00 | 800,673 | D | J |
| 05 May, 2023 | James A Mcnulty | Common Stock | A | 398,135 | $0.00 | 946,135 | D | J |
| 05 May, 2023 | James A Mcnulty | Common Stock | A | 20,101,057 | $0.00 | 26,101,057 | I | J |