As of June 18, 2026, the three largest insider holders of INV are Llc We-Inn (TenPercentOwner, 6.14Mn shares), Michael Otworth (Executive Chairman, 3.40Mn shares), John Stewart Scott (Chief Strategy Officer, 1.81Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Bruce Brown | - | 51,585 | 0 | 02 Apr, 2026 |
| John Stewart Scott | Chief Strategy Officer | 1,814,998 | 0 | 02 Mar, 2026 |
| Daniel J Hennessy | - | 182,358 | 0 | 21 Apr, 2026 |
| Suzanne Niemeyer | - | 659,497 | 0 | 06 Apr, 2026 |
| Michael Otworth | Executive Chairman | 3,395,258 | 0 | 06 Apr, 2026 |
| Michael Amalfitano | - | 29,682 | 0 | 27 Jun, 2025 |
| David Yablunosky | Cfo And Cao | 542,758 | 0 | 06 Apr, 2026 |
| Roland Austrup | Chief Growth Officer | 868,164 | 0 | 03 Dec, 2025 |
| James O Donnally | - | 0 | 27,886 | 25 Nov, 2025 |
| Gregory W Haskell | Chief Executive Officer | 883,343 | 0 | 06 Apr, 2026 |
| Elizabeth Suzanne Williams | - | 32,879 | 0 | 02 Apr, 2026 |
| Llc We-Inn | - | 6,135,284 | 0 | 18 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 20 Apr, 2026 | Daniel J Hennessy | Common Stock | D | 582,139 | $5.52 | 182,358 | D | S |
| 02 Apr, 2026 | David Yablunosky | Common Stock | A | 121,228 | $0.00 | 542,758 | D | A |
| 02 Apr, 2026 | Gregory W Haskell | Common Stock | A | 121,228 | $0.00 | 883,343 | D | A |
| 02 Apr, 2026 | Suzanne Niemeyer | Common Stock | A | 121,228 | $0.00 | 659,497 | D | A |
| 02 Apr, 2026 | Michael Otworth | Common Stock | A | 121,228 | $0.00 | 3,395,258 | D | A |
| 02 Apr, 2026 | Suzanne Niemeyer | Nonqualified Stock Option (right to buy) | A | 85,795 | $0.00 | 85,795 | D | A |
| 02 Apr, 2026 | Michael Otworth | Nonqualified Stock Option (right to buy) | A | 85,795 | $0.00 | 85,795 | D | A |
| 02 Apr, 2026 | Gregory W Haskell | Nonqualified Stock Option (right to buy) | A | 228,787 | $0.00 | 228,787 | D | A |
| 02 Apr, 2026 | David Yablunosky | Nonqualified Stock Option (right to buy) | A | 85,795 | $0.00 | 85,795 | D | A |
| 31 Mar, 2026 | Bruce Brown | Common Stock | A | 8,951 | $3.91 | 51,585 | D | A |
| 31 Mar, 2026 | Elizabeth Suzanne Williams | Common Stock | A | 3,197 | $3.91 | 32,879 | D | A |
| 31 Mar, 2026 | Elizabeth Suzanne Williams | Common Stock | A | 3,197 | $3.91 | 32,879 | D | A |
| 31 Mar, 2026 | Elizabeth Suzanne Williams | Common Stock | A | 3,197 | $3.91 | 32,879 | D | A |
| 31 Mar, 2026 | James O Donnally | Common Stock | A | 7,033 | $3.91 | 22,305 | D | A |
| 31 Mar, 2026 | Elizabeth Suzanne Williams | Common Stock | A | 3,197 | $3.91 | 32,879 | D | A |
| 31 Mar, 2026 | Elizabeth Suzanne Williams | Common Stock | A | 3,197 | $3.91 | 32,879 | D | A |
| 31 Mar, 2026 | Daniel J Hennessy | Common Stock | A | 6,394 | $3.91 | 767,489 | D | A |
| 26 Feb, 2026 | John Stewart Scott | Common Stock | D | 150,053 | $2.80 | 1,814,998 | D | F |
| 26 Feb, 2026 | John Stewart Scott | Common Stock | D | 150,053 | $2.80 | 1,814,998 | D | F |
| 26 Feb, 2026 | John Stewart Scott | Common Stock | D | 150,053 | $2.80 | 1,814,998 | D | F |