| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Elliot Jr Stein | - | 12,451 | 0 | 24 Jul, 2024 |
| Emanuel R Pearlman | - | 2,800 | 0 | 12 Mar, 2025 |
| Howard Widra | Chief Executive Officer | 303,645 | 0 | 03 Aug, 2022 |
| Tanner Powell | Chief Executive Officer | 53,606 | 0 | 14 Mar, 2023 |
| Ted Aymond Jr. Mcnulty | President Cio | 82,321 | 0 | 12 Feb, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Feb, 2026 | Ted Aymond Jr. Mcnulty | Common Stock | D | 6,663 | $11.14 | 82,321 | D | J |
| 11 Mar, 2025 | Emanuel R Pearlman | Common Stock | A | 800 | $12.52 | 2,800 | D | P |
| 11 Mar, 2025 | Howard Widra | Common Stock | A | 50,000 | $12.40 | 101,666 | I | P |
| 10 Mar, 2025 | Emanuel R Pearlman | Common Stock | A | 1,000 | $13.09 | 2,000 | D | P |
| 11 Mar, 2025 | Howard Widra | Common Stock | A | 50,000 | $12.40 | 101,666 | I | P |
| 11 Mar, 2025 | Howard Widra | Common Stock | A | 50,000 | $12.40 | 101,666 | I | P |
| 12 Aug, 2024 | Emanuel R Pearlman | Common Stock | A | 1,000 | $12.98 | 1,000 | D | P |
| 22 Jul, 2024 | Elliot Jr Stein | Common Stock | A | 668 | - | 11,885 | D | A |
| 22 Jul, 2024 | Elliot Jr Stein | Common Stock | A | 668 | - | 11,885 | D | A |
| 22 Jul, 2024 | Elliot Jr Stein | Common Stock | A | 668 | - | 11,885 | D | A |
| 22 Jul, 2024 | Elliot Jr Stein | Common Stock | A | 566 | - | 12,451 | D | A |
| 22 Jul, 2024 | Elliot Jr Stein | Common Stock | A | 566 | - | 12,451 | D | A |
| 22 Jul, 2024 | Elliot Jr Stein | Common Stock | A | 566 | - | 12,451 | D | A |
| 10 Mar, 2023 | Tanner Powell | Common Stock | D | 8,277 | $12.09 | 53,606 | D | S |
| 10 Mar, 2023 | Tanner Powell | Common Stock | D | 8,277 | $12.09 | 53,606 | D | S |
| 10 Mar, 2023 | Tanner Powell | Common Stock | D | 8,277 | $12.09 | 53,606 | D | S |
| 10 Mar, 2023 | Ted Aymond Jr. Mcnulty | Common Stock | D | 1,498 | $12.09 | 16,966 | D | S |
| 03 Aug, 2022 | Howard Widra | Common Stock | A | 20,000 | $13.01 | 303,645 | D | P |
| 03 Aug, 2022 | Howard Widra | Common Stock | A | 20,000 | $13.01 | 303,645 | D | P |
| 03 Aug, 2022 | Howard Widra | Common Stock | A | 20,000 | $13.01 | 303,645 | D | P |