INV's three largest insider shareholders as of May 14, 2026 are Llc We-Inn (TenPercentOwner, 6.14Mn shares), Llc We-Inn (TenPercentOwner, 6.14Mn shares), Llc We-Inn (TenPercentOwner, 6.14Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Llc We-Inn | - | 6,135,284 | 0 | 18 Dec, 2025 |
| Llc We-Inn | - | 6,135,284 | 0 | 18 Dec, 2025 |
| Llc We-Inn | - | 6,135,284 | 0 | 18 Dec, 2025 |
| Llc We-Inn | - | 6,135,284 | 0 | 18 Dec, 2025 |
| Michael Otworth | Executive Chairman | 3,395,258 | 0 | 06 Apr, 2026 |
| Michael Otworth | Executive Chairman | 3,395,258 | 0 | 06 Apr, 2026 |
| Michael Otworth | Executive Chairman | 3,395,258 | 0 | 06 Apr, 2026 |
| Michael Otworth | Executive Chairman | 3,274,030 | 0 | 02 Mar, 2026 |
| John Stewart Scott | Chief Strategy Officer | 1,814,998 | 0 | 02 Mar, 2026 |
| John Stewart Scott | Chief Strategy Officer | 1,814,998 | 0 | 02 Mar, 2026 |
| John Stewart Scott | Chief Strategy Officer | 1,814,998 | 0 | 02 Mar, 2026 |
| John Stewart Scott | Chief Strategy Officer | 1,814,998 | 0 | 02 Mar, 2026 |
| Gregory W Haskell | Chief Executive Officer | 883,343 | 0 | 06 Apr, 2026 |
| Roland Austrup | Chief Growth Officer | 868,164 | 0 | 03 Dec, 2025 |
| Suzanne Niemeyer | - | 659,497 | 0 | 06 Apr, 2026 |
| David Yablunosky | Cfo And Cao | 542,758 | 0 | 06 Apr, 2026 |
| Daniel J Hennessy | - | 182,358 | 0 | 21 Apr, 2026 |
| Bruce Brown | - | 51,585 | 0 | 02 Apr, 2026 |
| Elizabeth Suzanne Williams | - | 32,879 | 0 | 02 Apr, 2026 |
| Elizabeth Suzanne Williams | - | 32,879 | 0 | 02 Apr, 2026 |
| Elizabeth Suzanne Williams | - | 32,879 | 0 | 02 Apr, 2026 |
| Elizabeth Suzanne Williams | - | 32,879 | 0 | 02 Apr, 2026 |
| Michael Amalfitano | - | 29,682 | 0 | 27 Jun, 2025 |
| James O Donnally | - | 0 | 27,886 | 25 Nov, 2025 |
| James O Donnally | - | 22,305 | 0 | 02 Apr, 2026 |
* 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 |
| 20 Apr, 2026 | Daniel J Hennessy | Common Stock | D | 582,139 | $5.52 | 182,358 | D | S |
| 20 Apr, 2026 | Daniel J Hennessy | Common Stock | D | 582,139 | $5.52 | 182,358 | D | S |
| 20 Apr, 2026 | Daniel J Hennessy | Common Stock | D | 582,139 | $5.52 | 182,358 | D | S |
| 20 Apr, 2026 | Daniel J Hennessy | Common Stock | D | 582,139 | $5.52 | 182,358 | D | S |
| 14 Apr, 2026 | Daniel J Hennessy | Common Stock | D | 2,992 | $5.01 | 764,497 | D | S |
| 02 Apr, 2026 | Michael Otworth | Common Stock | A | 121,228 | $0.00 | 3,395,258 | D | A |
| 02 Apr, 2026 | Gregory W Haskell | Common Stock | A | 121,228 | $0.00 | 883,343 | D | A |
| 02 Apr, 2026 | Michael Otworth | Common Stock | A | 121,228 | $0.00 | 3,395,258 | D | A |
| 02 Apr, 2026 | Suzanne Niemeyer | Common Stock | A | 121,228 | $0.00 | 659,497 | D | A |
| 02 Apr, 2026 | David Yablunosky | Common Stock | A | 121,228 | $0.00 | 542,758 | 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 | 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 | Michael Otworth | Nonqualified Stock Option (right to buy) | A | 85,795 | $0.00 | 85,795 | 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 | James O Donnally | Common Stock | A | 7,033 | $3.91 | 22,305 | D | A |
| 31 Mar, 2026 | Daniel J Hennessy | Common Stock | A | 6,394 | $3.91 | 767,489 | 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 |