There are no significant Insider Shareholders in JOINT as of December 24, 2025.
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Partners Llc Bandera | 3,937,296 | 21 Sep, 2023 | |
| Charles E Jobson | 1,615,027 | 09 Dec, 2025 | |
| Peter D Holt | President And CEO | 96,529 | 26 May, 2023 |
| Sanjiv Kumar Razdan | 89,032 | 12 Mar, 2025 | |
| Jake Singleton | Chief Financial Officer | 69,224 | 12 Mar, 2025 |
| Christopher M Grandpre | 39,383 | 22 Aug, 2025 | |
| James H. Jr Amos | 36,817 | 31 May, 2022 | |
| Suzanne M Decker | 36,093 | 22 May, 2025 | |
| Glenn J Krevlin | 29,475 | 24 May, 2024 | |
| Abe Hong | 26,143 | 22 May, 2025 | |
| Scott Justin Bowman | Chief Financial Officer | 19,984 | 12 Jun, 2025 |
| Ronald V Davella | 17,529 | 22 May, 2025 | |
| Matthew E Rubel | 17,463 | 22 May, 2025 | |
| Sandra R Karrmann | 4,849 | 05 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Dec, 2025 | Charles E Jobson | Common | A | 10,000 | $8.41 | 1,615,027 | D | P |
| 01 Dec, 2025 | Charles E Jobson | Common Stock | A | 13,000 | $8.41 | 1,605,027 | D | P |
| 25 Nov, 2025 | Charles E Jobson | Common Stock | A | 2,081 | $8.43 | 1,592,027 | D | P |
| 24 Nov, 2025 | Charles E Jobson | Common Stock | A | 4,680 | $8.36 | 1,589,946 | D | P |
| 21 Nov, 2025 | Charles E Jobson | Common Stock | A | 10,000 | $8.50 | 1,599,946 | D | P |
| 20 Aug, 2025 | Christopher M Grandpre | Common Stock | A | 10,000 | $10.41 | 39,383 | D | P |
| 15 Aug, 2025 | Christopher M Grandpre | - | - | 19,383 | D | |||
| 15 Aug, 2025 | Christopher M Grandpre | Common Stock | A | 14,388 | $10.88 | 19,383 | D | P |
| 18 Aug, 2025 | Christopher M Grandpre | - | - | 29,383 | D | |||
| 18 Aug, 2025 | Christopher M Grandpre | Common Stock | A | 10,000 | $10.70 | 29,383 | D | P |
| 10 Jun, 2025 | Scott Justin Bowman | - | - | 19,984 | D | |||
| 10 Jun, 2025 | Scott Justin Bowman | Common Stock | A | 19,984 | $0.00 | 19,984 | D | A |
| 03 Jun, 2025 | Sandra R Karrmann | - | - | 4,849 | D | |||
| 03 Jun, 2025 | Sandra R Karrmann | Common Stock | A | 4,849 | $0.00 | 4,849 | D | A |
| 21 May, 2025 | Abe Hong | Common Stock | A | 4,995 | $0.00 | 26,143 | D | A |
| 21 May, 2025 | Matthew E Rubel | Common Stock | A | 4,995 | $0.00 | 17,463 | D | A |
| 21 May, 2025 | Christopher M Grandpre | Common Stock | A | 4,995 | $0.00 | 4,995 | D | A |
| 21 May, 2025 | Suzanne M Decker | - | - | 36,093 | D | |||
| 21 May, 2025 | Ronald V Davella | Common Stock | A | 4,995 | $0.00 | 17,529 | D | A |
| 21 May, 2025 | Suzanne M Decker | Common Stock | A | 4,995 | $0.00 | 36,093 | D | A |