NCDL's three largest insider shareholders as of April 17, 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 |
| Kenneth J. Kencel | Ceo President | 0 | 96,234 | 05 Mar, 2026 |
| David M Kirchheimer | - | 0 | 94,063 | 08 Jan, 2024 |
| James Joseph Ritchie | - | 0 | 78,193 | 11 Mar, 2026 |
| Kenneth M. Miranda | - | 0 | 30,000 | 05 Mar, 2026 |
| Kenneth J. Kencel | Ceo President | 0 | 26,824 | 08 Jan, 2024 |
| Stephen N Potter | - | 0 | 26,824 | 08 Jan, 2024 |
| Shaul Vichness | Chief Financial Off./Treasurer | 0 | 25,000 | 12 Mar, 2026 |
| Kenneth M. Miranda | - | 21,897 | 0 | 08 Jan, 2024 |
| Jason Strife | - | 0 | 15,737 | 06 Mar, 2026 |
| Shaul Vichness | Chief Financial Off./Treasurer | 13,675 | 0 | 08 Jan, 2024 |
| Reena Aggarwal | - | 0 | 10,729 | 08 Jan, 2024 |
| Mat Linett | - | 10,365 | 0 | 06 Mar, 2026 |
| John Mccally | Vice President Secretary | 7,430 | 0 | 06 Mar, 2026 |
| Marissa Hassen | Chief Accounting Officer | 5,998 | 0 | 06 Jun, 2025 |
| John Mccally | Chief Compliance Officer | 0 | 5,430 | 08 Jan, 2024 |
| Durant D. Schwimmer | - | 5,365 | 0 | 08 Jan, 2024 |
| Kenneth M. Miranda | - | 0 | 3,103 | 27 May, 2025 |
| Thomas Grenville | Cco | 389 | 0 | 21 Jan, 2022 |
* 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 |
| 10 Mar, 2026 | James Joseph Ritchie | Common Stock | A | 17,857 | $13.71 | 78,193 | I | P |
| 05 Mar, 2026 | John Mccally | Common Stock | A | 2,000 | $13.30 | 7,430 | D | P |
| 06 Mar, 2026 | Mat Linett | Common Stock | A | 2,000 | $13.05 | 10,365 | D | P |
| 04 Mar, 2026 | Jason Strife | Common Stock | A | 7,690 | $13.40 | 15,737 | I | P |
| 03 Mar, 2026 | Kenneth J. Kencel | Common Stock | A | 10,000 | $13.04 | 58,117 | 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 | 38,117 | 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 |
| 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 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 |
| 23 May, 2025 | Kenneth M. Miranda | Common Stock | A | 3,103 | $15.68 | 3,103 | I | P |
| 12 May, 2025 | Kenneth J. Kencel | Common Stock | A | 8,117 | $15.34 | 28,117 | I | P |
| 12 May, 2025 | Kenneth J. Kencel | Common Stock | A | 8,117 | $15.34 | 28,117 | I | P |
| 02 Dec, 2024 | Kenneth J. Kencel | Common Stock | A | 10,000 | $17.37 | 20,000 | I | P |
| 03 Dec, 2024 | Shaul Vichness | Common Stock | A | 5,000 | $17.27 | 5,000 | I | P |