NCDL's three largest insider shareholders as of June 18, 2026 are Insurance Annuity Association Of America Teachers (TenPercentOwner, 6.81Mn shares), Kenneth J. Kencel (Ceo President, 96.23K shares), David M Kirchheimer (Director, 94.06K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Insurance Annuity Association Of America Teachers | - | 6,810,466 | 0 | 29 Jan, 2024 |
| James Joseph Ritchie | - | 0 | 78,193 | 11 Mar, 2026 |
| David M Kirchheimer | - | 0 | 94,063 | 08 Jan, 2024 |
| Stephen N Potter | - | 0 | 26,824 | 08 Jan, 2024 |
| Reena Aggarwal | - | 0 | 10,729 | 08 Jan, 2024 |
| Kenneth J. Kencel | Ceo President | 0 | 96,234 | 05 Mar, 2026 |
| Thomas Grenville | Cco | 389 | 0 | 21 Jan, 2022 |
| John Mccally | Vice President Secretary | 7,430 | 0 | 06 Mar, 2026 |
| Kenneth M. Miranda | - | 0 | 30,000 | 05 Mar, 2026 |
| Marissa Hassen | Chief Accounting Officer | 5,998 | 0 | 06 Jun, 2025 |
| Jason Strife | - | 0 | 15,737 | 06 Mar, 2026 |
| Shaul Vichness | Chief Financial Off./Treasurer | 0 | 25,000 | 12 Mar, 2026 |
| Durant D. Schwimmer | - | 5,365 | 0 | 08 Jan, 2024 |
| Mat Linett | - | 10,365 | 0 | 06 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | Shaul Vichness | Common Stock | A | 5,000 | $13.13 | 25,000 | I | P |
| 12 Mar, 2026 | Shaul Vichness | Common Stock | A | 5,000 | $13.13 | 25,000 | I | P |
| 10 Mar, 2026 | James Joseph Ritchie | Common Stock | A | 17,857 | $13.71 | 78,193 | I | P |
| 04 Mar, 2026 | Jason Strife | Common Stock | A | 7,690 | $13.40 | 15,737 | I | P |
| 04 Mar, 2026 | Jason Strife | Common Stock | A | 7,690 | $13.40 | 15,737 | I | P |
| 06 Mar, 2026 | Mat Linett | Common Stock | A | 2,000 | $13.05 | 10,365 | D | P |
| 05 Mar, 2026 | John Mccally | Common Stock | A | 2,000 | $13.30 | 7,430 | D | P |
| 03 Mar, 2026 | Kenneth J. Kencel | Common Stock | A | 10,000 | $13.04 | 38,117 | I | P |
| 03 Mar, 2026 | Kenneth M. Miranda | Common Stock | A | 3,000 | $12.83 | 30,000 | I | P |
| 03 Mar, 2026 | Kenneth J. Kencel | Common Stock | A | 10,000 | $13.04 | 58,117 | I | P |
| 19 Nov, 2025 | Kenneth M. Miranda | Common Stock | A | 2,000 | $14.10 | 27,000 | I | P |
| 17 Nov, 2025 | Shaul Vichness | Common Stock | A | 5,000 | $14.20 | 20,000 | I | P |
| 17 Nov, 2025 | Shaul Vichness | Common Stock | A | 5,000 | $14.20 | 20,000 | I | P |
| 06 Nov, 2025 | Kenneth J. Kencel | Common Stock | A | 20,000 | $14.22 | 48,117 | I | P |
| 16 Sep, 2025 | Shaul Vichness | Common Stock | A | 5,000 | $14.85 | 15,000 | I | P |
| 16 Sep, 2025 | Shaul Vichness | Common Stock | A | 5,000 | $14.85 | 15,000 | I | P |
| 16 Jun, 2025 | Shaul Vichness | Common Stock | A | 5,000 | $16.30 | 10,000 | I | P |
| 16 Jun, 2025 | Shaul Vichness | Common Stock | A | 5,000 | $16.30 | 10,000 | I | P |
| 06 Jun, 2025 | Marissa Hassen | Common Stock | A | 4,630 | $16.18 | 5,998 | D | P |
| 21 May, 2025 | Mat Linett | Common Stock | A | 3,000 | $15.92 | 8,365 | D | P |