| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffrey Siegel | Executive Chairman | 1,168,028 | 0 | 20 Jun, 2025 |
| Craig Phillips | Svp Distribution | 645,293 | 0 | 20 Jun, 2025 |
| Laurence Winoker | Evp, Treasurer, Cfo | 138,184 | 0 | 12 Mar, 2026 |
| Cherrie Nanninga | - | 128,614 | 0 | 20 Jun, 2025 |
| John Koegel | - | 69,556 | 0 | 27 Jun, 2022 |
| Daniel Siegel | President | 468,540 | 0 | 12 Mar, 2026 |
| Veronique Gabai-Pinsky | - | 79,654 | 0 | 20 Jun, 2025 |
| Robert Bruce Kay | Chief Executive Officer | 757,291 | 0 | 12 Mar, 2026 |
| Michael Schnabel | - | 94,340 | 0 | 20 Jun, 2025 |
| Rachael Jarosh | - | 83,851 | 0 | 20 Jun, 2025 |
| Jeffrey Herbert Evans | - | 34,921 | 0 | 20 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | Daniel Siegel | Common Stock | D | 2,862 | $3.02 | 468,540 | D | F |
| 11 Mar, 2026 | Laurence Winoker | Common Stock | D | 1,396 | $3.02 | 138,184 | D | F |
| 11 Mar, 2026 | Laurence Winoker | Common Stock | D | 1,396 | $3.02 | 138,184 | D | F |
| 11 Mar, 2026 | Daniel Siegel | Common Stock | D | 2,862 | $3.02 | 468,540 | D | F |
| 11 Mar, 2026 | Robert Bruce Kay | Common Stock | D | 8,877 | $3.02 | 757,291 | D | F |
| 11 Mar, 2026 | Laurence Winoker | Common Stock | D | 1,396 | $3.02 | 138,184 | D | F |
| 11 Mar, 2026 | Daniel Siegel | Common Stock | D | 2,862 | $3.02 | 468,540 | D | F |
| 08 Mar, 2026 | Laurence Winoker | Common Stock | D | 827 | $3.16 | 122,009 | D | F |
| 08 Mar, 2026 | Laurence Winoker | Common Stock | D | 827 | $3.16 | 122,009 | D | F |
| 08 Mar, 2026 | Daniel Siegel | Common Stock | D | 1,706 | $3.16 | 411,987 | D | F |
| 08 Mar, 2026 | Laurence Winoker | Common Stock | D | 827 | $3.16 | 122,009 | D | F |
| 08 Mar, 2026 | Daniel Siegel | Common Stock | D | 1,706 | $3.16 | 411,987 | D | F |
| 08 Mar, 2026 | Daniel Siegel | Common Stock | D | 1,706 | $3.16 | 411,987 | D | F |
| 08 Mar, 2026 | Robert Bruce Kay | Common Stock | D | 4,381 | $3.16 | 694,715 | D | F |
| 08 Mar, 2026 | Daniel Siegel | Common Stock | D | 1,809 | $3.16 | 410,178 | D | F |
| 08 Mar, 2026 | Laurence Winoker | Common Stock | D | 1,137 | $3.16 | 120,872 | D | F |
| 08 Mar, 2026 | Laurence Winoker | Common Stock | D | 1,137 | $3.16 | 120,872 | D | F |
| 08 Mar, 2026 | Daniel Siegel | Common Stock | D | 1,809 | $3.16 | 410,178 | D | F |
| 08 Mar, 2026 | Daniel Siegel | Common Stock | D | 1,809 | $3.16 | 410,178 | D | F |
| 08 Mar, 2026 | Laurence Winoker | Common Stock | D | 1,137 | $3.16 | 120,872 | D | F |