INVE's three largest insider shareholders as of March 23, 2026 are Lp Bleichroeder (TenPercentOwner, 2.88Mn shares), Steven Humphreys (Other, 415.97K shares), Gary Kremen (Director, 302.56K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Lp Bleichroeder | 0 | 2,884,495 | 25 Apr, 2023 | |
| Steven Humphreys | 415,970 | 0 | 10 Sep, 2024 | |
| Gary Kremen | 302,562 | 0 | 31 Jul, 2025 | |
| Kirsten F. Newquist | Chief Executive Officer | 286,290 | 0 | 04 Mar, 2026 |
| James E Ousley | 285,456 | 0 | 31 Jul, 2025 | |
| Justin Scarpulla | Chief Financial Officer | 210,295 | 0 | 02 Jun, 2025 |
| Nina B. Shapiro | 147,857 | 0 | 02 Jun, 2022 | |
| Sandra Wallach | Cfo | 106,544 | 0 | 03 Aug, 2021 |
| Edward Kirnbauer | See Remarks | 91,831 | 0 | 03 Mar, 2026 |
| Robin R. Braun | 67,201 | 0 | 02 Jun, 2022 | |
| Laura Angelini | 49,679 | 0 | 31 Jul, 2025 | |
| Richard Kuntz | 48,168 | 0 | 31 Jul, 2025 | |
| Miguel A Lopez | 23,414 | 0 | 31 Jul, 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Mar, 2026 | Kirsten F. Newquist | Common Stock | A | 150,000 | $0.00 | 363,822 | D | A |
| 02 Mar, 2026 | Kirsten F. Newquist | Common Stock | D | 77,532 | $3.17 | 286,290 | D | F |
| 27 Feb, 2026 | Edward Kirnbauer | Common Stock | D | 1,252 | $3.15 | 91,831 | D | F |
| 15 Jan, 2026 | Kirsten F. Newquist | Common Stock | D | 7,023 | $3.43 | 213,822 | D | F |
| 01 Dec, 2025 | Edward Kirnbauer | Common Stock | D | 1,117 | $3.37 | 93,083 | D | F |
| 15 Oct, 2025 | Kirsten F. Newquist | Common Stock | D | 6,348 | $3.45 | 220,845 | D | F |
| 29 Aug, 2025 | Edward Kirnbauer | Common Stock | D | 1,361 | $3.70 | 94,200 | D | F |
| 09 Aug, 2025 | Edward Kirnbauer | Common Stock | A | 15,000 | $0.00 | 95,561 | D | A |
| 29 Jul, 2025 | Richard Kuntz | Common Stock | A | 21,148 | $0.00 | 48,168 | D | A |
| 29 Jul, 2025 | James E Ousley | Common Stock | A | 28,701 | $0.00 | 285,456 | D | A |
| 29 Jul, 2025 | Edward Kirnbauer | Common Stock | A | 25,000 | $0.00 | 80,561 | D | A |
| 29 Jul, 2025 | Laura Angelini | Common Stock | A | 22,659 | $0.00 | 49,679 | D | A |
| 29 Jul, 2025 | Miguel A Lopez | Common Stock | A | 23,414 | $0.00 | 23,414 | D | A |
| 29 Jul, 2025 | Gary Kremen | Common Stock | A | 18,882 | $0.00 | 302,562 | D | A |
| 15 Jul, 2025 | Kirsten F. Newquist | Common Stock | D | 6,348 | $3.34 | 227,193 | D | F |
| 30 May, 2025 | Justin Scarpulla | Common Stock | D | 2,360 | $3.27 | 210,295 | D | F |
| 15 Apr, 2025 | Justin Scarpulla | Common Stock | D | 15,847 | $3.16 | 212,655 | D | F |
| 15 Apr, 2025 | Kirsten F. Newquist | Common Stock | D | 25,390 | $3.16 | 233,541 | D | F |
| 01 Apr, 2025 | Justin Scarpulla | Common Stock | D | 2,676 | $3.20 | 228,502 | D | F |
| 14 Mar, 2025 | Justin Scarpulla | Common Stock | A | 6,565 | $3.20 | 231,178 | D | P |