Through the 90-day period concluding January 14, 2026, Kestrel's top three insider stakeholders include Executive Chairman Terry Lee Ledbetter (905.88K shares), Chief Executive Officer Bradford Luke Ledbetter (905.88K shares), President And Cfo Patrick J Haveron (143.90K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Terry Lee Ledbetter | Executive Chairman | 905,882 | 29 May, 2025 |
| Bradford Luke Ledbetter | Chief Executive Officer | 905,882 | 29 May, 2025 |
| Patrick J Haveron | President And Cfo | 143,899 | 29 May, 2025 |
| Lawrence F. Metz | Nan | 102,597 | 29 May, 2025 |
| Steven Harold Nigro | 16,337 | 09 Sep, 2025 | |
| Joseph Brecher | 7,837 | 09 Sep, 2025 | |
| Jeffrey Weissmann | 2,337 | 09 Sep, 2025 | |
| Michael Hotchkiss | 2,337 | 09 Sep, 2025 | |
| Erik Cohen | 2,337 | 09 Sep, 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 Sep, 2025 | Steven Harold Nigro | Common Shares | A | 2,337 | $0.00 | 16,337 | D | A |
| 05 Sep, 2025 | Jeffrey Weissmann | Common Shares | A | 2,337 | $0.00 | 2,337 | D | A |
| 05 Sep, 2025 | Michael Hotchkiss | Common Shares | A | 2,337 | $0.00 | 2,337 | D | A |
| 05 Sep, 2025 | Erik Cohen | Common Shares | A | 2,337 | $0.00 | 2,337 | D | A |
| 05 Sep, 2025 | Joseph Brecher | Common Shares | A | 2,337 | $0.00 | 7,837 | D | A |
| 27 May, 2025 | Patrick J Haveron | Common Shares | A | 126,813 | - | 126,813 | D | A |
| 27 May, 2025 | Patrick J Haveron | Common Shares | A | 17,086 | - | 143,899 | D | A |
| 27 May, 2025 | Patrick J Haveron | - | - | 143,899 | D | |||
| 27 May, 2025 | Steven Harold Nigro | Common Shares | A | 12,240 | - | 12,240 | D | A |
| 27 May, 2025 | Steven Harold Nigro | Common Shares | A | 1,760 | - | 14,000 | D | A |
| 27 May, 2025 | Lawrence F. Metz | Common Shares | A | 11,420 | - | 102,597 | D | A |
| 27 May, 2025 | Lawrence F. Metz | Common Shares | A | 91,177 | - | 91,177 | D | A |
| 27 May, 2025 | Terry Lee Ledbetter | - | - | 905,882 | I | |||
| 27 May, 2025 | Terry Lee Ledbetter | Common Shares | A | 905,882 | - | 905,882 | I | A |
| 27 May, 2025 | Bradford Luke Ledbetter | Common Shares | A | 905,882 | - | 905,882 | I | A |
| 27 May, 2025 | Joseph Brecher | Common Shares | A | 5,500 | - | 5,500 | D | A |