INVO Fertility's three largest insider shareholders as of September 29, 2026 are Andrea Goren (Chief Financial Officer, 202 shares), Steve Shum (Chief Executive Officer, 201 shares), Michael Jos. Campbell (Chief Operating Officer, 118 shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Andrea Goren | Chief Financial Officer | 0 | 202 | 202 | 26.9% | 03 Jun, 2022 |
| 2 | Steve Shum | Chief Executive Officer | 201 | 0 | 201 | 26.7% | 03 Jun, 2022 |
| 3 | Michael Jos. Campbell | Chief Operating Officer | 118 | 0 | 118 | 15.8% | 03 Jun, 2022 |
| 4 | Matthew K Szot | Director | 61 | 0 | 61 | 8.2% | 03 Jun, 2022 |
| 5 | Trent D Davis | Director | 53 | 0 | 53 | 7.0% | 03 Jun, 2022 |
| 6 | Jeffrey Segal | Director | 44 | 0 | 44 | 5.9% | 03 Jun, 2022 |
| 7 | Rebecca Messina | Director | 36 | 0 | 36 | 4.8% | 03 Jun, 2022 |
| 8 | Barbara Ryan | Director | 36 | 0 | 36 | 4.8% | 03 Jun, 2022 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 03 Dec, 2025 | Matthew K Szot | Director | Disposed S | 4 | $1,400,902.04 | $5.60Mn | 0 | Direct |
| 04 Dec, 2025 | Matthew K Szot | Director | Disposed J | 3 | $0.00 | $0 | 0 | Direct |
| 26 Aug, 2025 | Steve Shum | Chief Executive Officer | Acquired A | 42,000 | $0.00 | $0 | 0 | Direct |
| 26 Aug, 2025 | Matthew K Szot | Director | Acquired A | 45,000 | $0.00 | $0 | 0 | Direct |
| 26 Aug, 2025 | Barbara Ryan | Director | Acquired A | 45,000 | $0.00 | $0 | 0 | Direct |
| 26 Aug, 2025 | Trent D Davis | Director | Acquired A | 45,000 | $0.00 | $0 | 0 | Direct |
| 26 Aug, 2025 | Andrea Goren | Chief Financial Officer | Acquired A | 50,000 | $0.00 | $0 | 0 | Direct |
| 26 Aug, 2025 | Rebecca Messina | Director | Acquired A | 45,000 | $0.00 | $0 | 0 | Direct |
| 18 May, 2023 | Matthew K Szot | Director | Acquired A | 85,000 | $0.00 | $0 | 133 | Direct |
| 18 May, 2023 | Barbara Ryan | Director | Acquired A | 85,000 | $0.00 | $0 | 133 | Direct |
| 18 May, 2023 | Steve Shum | Chief Executive Officer | Acquired A | 100,000 | $0.00 | $0 | 156 | Direct |
| 18 May, 2023 | Rebecca Messina | Director | Disposed A | 85,000 | $0.00 | $0 | 133 | Direct |
| 18 May, 2023 | Trent D Davis | Director | Acquired A | 85,000 | $0.00 | $0 | 133 | Direct |
| 18 May, 2023 | Michael Jos. Campbell | Chief Operating Officer | Acquired A | 83,000 | $0.00 | $0 | 130 | Direct |
| 18 May, 2023 | Andrea Goren | Chief Financial Officer | Acquired A | 81,000 | $0.00 | $0 | 127 | Direct |
| 01 Jun, 2022 | Barbara Ryan | Director | Acquired P | 10,526 | $608.00 | $6.40Mn | 36 | Direct |
| 01 Jun, 2022 | Rebecca Messina | Director | Acquired P | 9,868 | $608.00 | $6.00Mn | 36 | Direct |
| 01 Jun, 2022 | Jeffrey Segal | Director | Acquired P | 9,211 | $608.00 | $5.60Mn | 44 | Direct |
| 01 Jun, 2022 | Andrea Goren | Chief Financial Officer | Acquired P | 52,632 | $608.00 | $32.00Mn | 202 | Indirect |
| 01 Jun, 2022 | Trent D Davis | Director | Acquired P | 11,184 | $608.00 | $6.80Mn | 53 | Direct |