| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Phillip J Keller | Chief Financial Officer | 1,770,000 | 0 | 14 Dec, 2021 |
| Mack Rimmer Jr. Leath | Ceo | 394,327 | 0 | 14 Oct, 2025 |
| Jordan Paul Balencic | - | 268,178 | 0 | 06 Aug, 2025 |
| Lawrence M. Diamond | Chief Executive Officer | 8,029,271 | 0 | 08 Dec, 2021 |
| Juan Carlos Iturregui | - | 1,112,059 | 0 | 26 Jul, 2022 |
| Faraz Naqvi | - | 1,100,000 | 0 | 19 Aug, 2021 |
| Ingrid Jenny Lindstrom | Chief Legal Officer | 27,132 | 0 | 27 May, 2022 |
| John Gormer Jr. Mitchell | - | 303,494 | 0 | 24 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Sep, 2025 | Mack Rimmer Jr. Leath | Common Stock | A | 8,787 | $0.18 | 394,327 | D | A |
| 30 Jun, 2025 | Jordan Paul Balencic | Common Stock | A | 4,063 | $0.37 | 268,178 | D | A |
| 03 Jul, 2025 | Mack Rimmer Jr. Leath | Common Stock | A | 4,063 | $0.37 | 385,540 | D | A |
| 24 Apr, 2025 | Mack Rimmer Jr. Leath | Common Stock | A | 847 | $0.59 | 280,341 | D | A |
| 24 Apr, 2025 | Mack Rimmer Jr. Leath | Common Stock | A | 1,136 | $0.44 | 281,477 | D | A |
| 24 Apr, 2025 | Jordan Paul Balencic | Common Stock | A | 1,136 | $0.44 | 261,268 | D | A |
| 24 Apr, 2025 | Jordan Paul Balencic | Common Stock | A | 847 | $0.59 | 262,115 | D | A |
| 24 Apr, 2025 | John Gormer Jr. Mitchell | Common Stock | A | 1,136 | $0.44 | 302,647 | D | A |
| 24 Apr, 2025 | John Gormer Jr. Mitchell | Common Stock | A | 847 | $0.59 | 303,494 | D | A |
| 15 Jan, 2025 | Jordan Paul Balencic | Common Stock | A | 1,471 | $0.34 | 260,132 | D | A |
| 15 Dec, 2024 | Mack Rimmer Jr. Leath | Common Stock | A | 1,250 | $0.40 | 278,023 | D | A |
| 15 Jan, 2025 | John Gormer Jr. Mitchell | Common Stock | A | 1,471 | $0.34 | 301,511 | D | A |
| 15 Jan, 2025 | Mack Rimmer Jr. Leath | Common Stock | A | 1,471 | $0.34 | 279,494 | D | A |
| 15 Dec, 2024 | Jordan Paul Balencic | Common Stock | A | 1,250 | $0.40 | 258,661 | D | A |
| 15 Dec, 2024 | John Gormer Jr. Mitchell | Common Stock | A | 1,250 | $0.40 | 300,040 | D | A |
| 13 Nov, 2024 | Jordan Paul Balencic | Common Stock | A | 150,000 | $4.00 | 255,625 | D | A |
| 13 Nov, 2024 | Jordan Paul Balencic | Common Stock | A | 877 | $0.57 | 256,502 | D | A |
| 15 Nov, 2024 | Jordan Paul Balencic | Common Stock | A | 909 | $0.55 | 257,411 | D | A |
| 15 Nov, 2024 | Mack Rimmer Jr. Leath | Common Stock | A | 909 | $0.55 | 275,873 | D | A |
| 13 Nov, 2024 | John Gormer Jr. Mitchell | Common Stock | A | 150,000 | $4.00 | 297,004 | D | A |