Over the 90-day window ending February 19, 2026, INVO Fertility's three dominant insider ownership positions are held by Chief Financial Officer Andrea Goren (0 shares), Director Rebecca Messina (0 shares), Director Trent D Davis (0 shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Investment Company, Inc. Awm | 0 | 12 May, 2021 | |
| Andrea Goren | Chief Financial Officer | 0 | 18 Jan, 2022 |
| Steve Shum | Chief Executive Officer | 0 | 03 Jun, 2022 |
| Michael Jos. Campbell | Chief Operating Officer | 0 | 03 Jun, 2022 |
| Trent D Davis | 0 | 03 Jun, 2022 | |
| Jeffrey Segal | 0 | 03 Jun, 2022 | |
| Rebecca Messina | 0 | 03 Jun, 2022 | |
| Barbara Ryan | 0 | 03 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 04 Dec, 2025 | Matthew K Szot | Common stock | D | 3 | $0.00 | 0 | D | J |
| 03 Dec, 2025 | Matthew K Szot | Common stock | D | 4 | $1.52 | 3 | D | S |
| 01 Jun, 2022 | Trent D Davis | Common Stock | A | 11,184 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Andrea Goren | Common Stock | A | 52,632 | $0.95 | 0 | I | P |
| 01 Jun, 2022 | Matthew K Szot | Common Stock | A | 14,474 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Steve Shum | Common Stock | A | 58,885 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Steve Shum | - | - | 0 | D | |||
| 01 Jun, 2022 | Michael Jos. Campbell | Common Stock | A | 10,526 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Kevin Doody | Common Stock | D | 177,306 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Barbara Ryan | Common Stock | A | 10,526 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Jeffrey Segal | Common Stock | A | 9,211 | $0.95 | 0 | D | P |
| 01 Jun, 2022 | Rebecca Messina | Common Stock | A | 9,868 | $0.95 | 0 | D | P |
| 15 Jan, 2022 | Trent D Davis | Common Stock | A | 8,865 | $0.00 | 0 | D | A |
| 15 Jan, 2022 | Andrea Goren | - | - | 0 | D | |||
| 15 Jan, 2022 | Andrea Goren | Common Stock | A | 5,361 | $0.00 | 0 | D | A |
| 15 Jan, 2022 | Matthew K Szot | Common Stock | A | 10,250 | $0.00 | 0 | D | A |
| 15 Jan, 2022 | Steve Shum | Common Stock | A | 20,111 | $0.00 | 0 | D | A |
| 15 Jan, 2022 | Michael Jos. Campbell | Common Stock | A | 15,236 | $0.00 | 0 | D | A |
| 15 Jan, 2022 | Kevin Doody | Common Stock | A | 7,480 | $0.00 | 0 | D | A |
| 15 Jan, 2022 | Barbara Ryan | Common Stock | A | 8,588 | $0.00 | 0 | D | A |