INVO Fertility's three largest insider shareholders as of March 23, 2026 are Investment Company, Inc. Awm (TenPercentOwner, 144.88K shares), Andrea Goren (Chief Financial Officer, 16.13K shares), Steve Shum (Chief Executive Officer, 16.05K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Investment Company, Inc. Awm | 0 | 144,884 | 12 May, 2021 | |
| Andrea Goren | Chief Financial Officer | 0 | 16,127 | 03 Jun, 2022 |
| Steve Shum | Chief Executive Officer | 16,053 | 0 | 03 Jun, 2022 |
| Michael Jos. Campbell | Chief Operating Officer | 9,470 | 0 | 03 Jun, 2022 |
| Jeffrey Segal | 3,528 | 0 | 03 Jun, 2022 | |
| Rebecca Messina | 2,881 | 0 | 03 Jun, 2022 | |
| Barbara Ryan | 2,874 | 0 | 03 Jun, 2022 | |
| Andrea Goren | Chief Financial Officer | 2,233 | 0 | 18 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Dec, 2025 | Matthew K Szot | Common stock | D | 4 | $1.52 | 3 | D | S |
| 04 Dec, 2025 | Matthew K Szot | Common stock | D | 3 | $0.00 | 0 | D | J |
| 26 Aug, 2025 | Steve Shum | Stock Option (right to buy) | A | 42,000 | $0.00 | 5,306 | D | A |
| 26 Aug, 2025 | Matthew K Szot | Stock Option (right to buy) | A | 45,000 | $0.00 | 5,646 | D | A |
| 26 Aug, 2025 | Barbara Ryan | Stock Option (right to buy) | A | 45,000 | $0.00 | 5,645 | D | A |
| 26 Aug, 2025 | Rebecca Messina | Stock Option (right to buy) | A | 45,000 | $0.00 | 5,643 | D | A |
| 26 Aug, 2025 | Andrea Goren | Stock Option (right to buy) | A | 50,000 | $0.00 | 6,301 | D | A |
| 18 May, 2023 | Rebecca Messina | Stock Option (right to buy) | D | 85,000 | $0.00 | 10,625 | D | A |
| 18 May, 2023 | Matthew K Szot | Stock Option (right to buy) | A | 85,000 | $0.00 | 10,625 | D | A |
| 18 May, 2023 | Barbara Ryan | Stock Option (right to buy) | A | 85,000 | $0.00 | 10,625 | D | A |
| 18 May, 2023 | Andrea Goren | Stock option (right to buy) | A | 81,000 | $0.00 | 10,125 | D | A |
| 18 May, 2023 | Michael Jos. Campbell | Stock Option (right to buy) | A | 83,000 | $0.00 | 10,375 | D | A |
| 18 May, 2023 | Steve Shum | Stock Option (right to buy) | A | 100,000 | $0.00 | 12,500 | D | A |
| 01 Jun, 2022 | Jeffrey Segal | Common Stock | A | 9,211 | $0.95 | 3,528 | D | P |
| 01 Jun, 2022 | Rebecca Messina | Common Stock | A | 9,868 | $0.95 | 2,881 | D | P |
| 01 Jun, 2022 | Andrea Goren | Common Stock | A | 52,632 | $0.95 | 16,127 | I | P |
| 01 Jun, 2022 | Steve Shum | Common Stock | A | 58,885 | $0.95 | 16,053 | D | P |
| 01 Jun, 2022 | Barbara Ryan | Common Stock | A | 10,526 | $0.95 | 2,874 | D | P |
| 01 Jun, 2022 | Matthew K Szot | Common Stock | A | 14,474 | $0.95 | 4,897 | D | P |
| 01 Jun, 2022 | Kevin Doody | Common Stock | D | 177,306 | $0.95 | 0 | D | P |