As of April 22, 2026, INVO Fertility's top three insider holders are Andrea Goren (Chief Financial Officer, 16.13K shares), Steve Shum (Chief Executive Officer, 16.05K shares), Michael Jos. Campbell (Chief Operating Officer, 9.47K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| 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 |
| Matthew K Szot | - | 4,897 | 0 | 03 Jun, 2022 |
| Trent D Davis | - | 4,203 | 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 | Andrea Goren | Stock Option (right to buy) | A | 50,000 | $0.00 | 6,301 | 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 | Trent D Davis | Stock Option (right to buy) | A | 45,000 | $0.00 | 5,645 | D | A |
| 26 Aug, 2025 | Matthew K Szot | Stock Option (right to buy) | A | 45,000 | $0.00 | 5,646 | 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 | Andrea Goren | Stock option (right to buy) | A | 81,000 | $0.00 | 10,125 | D | A |
| 18 May, 2023 | Steve Shum | Stock Option (right to buy) | A | 100,000 | $0.00 | 12,500 | D | A |
| 18 May, 2023 | Trent D Davis | Stock Option (right to buy) | A | 85,000 | $0.00 | 10,625 | D | A |
| 18 May, 2023 | Rebecca Messina | Stock Option (right to buy) | D | 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 | Matthew K Szot | Stock Option (right to buy) | A | 85,000 | $0.00 | 10,625 | D | A |
| 01 Jun, 2022 | Jeffrey Segal | Common Stock | A | 9,211 | $0.95 | 3,528 | D | P |
| 01 Jun, 2022 | Steve Shum | Common Stock | A | 58,885 | $0.95 | 16,053 | D | P |
| 01 Jun, 2022 | Andrea Goren | Common Stock | A | 52,632 | $0.95 | 16,127 | I | P |
| 01 Jun, 2022 | Kevin Doody | Common Stock | D | 177,306 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Rebecca Messina | Common Stock | A | 9,868 | $0.95 | 2,881 | D | P |