NGVC's three largest insider shareholders as of May 23, 2026 are Raquel M. Isely (Other, 114.97K shares), Todd Dissinger (Chief Financial Officer, 90.59K shares), Richard Halle (Cfo, 66.66K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Sandra Buffa | Chief Financial Officer | 13,551 | 0 | 06 Mar, 2026 |
| Lark Isely | - | 4,182 | 0 | 27 Aug, 2025 |
| Charity Isely | - | 13,697 | 0 | 04 Nov, 2025 |
| Edward Cerkovnik | - | 61,748 | 0 | 06 Mar, 2026 |
| Richard Halle | Cfo | 66,660 | 0 | 10 Mar, 2025 |
| Raquel M. Isely | - | 114,969 | 0 | 04 Nov, 2025 |
| Todd Dissinger | Chief Financial Officer | 90,595 | 0 | 03 Jan, 2025 |
| David C. Rooney | - | 20,364 | 0 | 06 Mar, 2026 |
| Robert Linnane | - | 3,818 | 0 | 04 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | David C. Rooney | Common Stock | A | 1,532 | $0.00 | 20,364 | D | M |
| 05 Mar, 2026 | David C. Rooney | Common Stock | A | 1,532 | $0.00 | 20,364 | D | M |
| 05 Mar, 2026 | Edward Cerkovnik | Common Stock | A | 1,532 | $0.00 | 61,748 | D | M |
| 05 Mar, 2026 | Sandra Buffa | Common Stock | A | 1,532 | $0.00 | 13,551 | D | M |
| 04 Mar, 2026 | David C. Rooney | Restricted Stock Units | A | 2,253 | $0.00 | 3,785 | D | A |
| 04 Mar, 2026 | Edward Cerkovnik | Restricted Stock Units | A | 2,253 | $0.00 | 3,785 | D | A |
| 04 Mar, 2026 | David C. Rooney | Restricted Stock Units | A | 2,253 | $0.00 | 3,785 | D | A |
| 05 Mar, 2026 | David C. Rooney | Restricted Stock Units | D | 1,532 | $0.00 | 2,253 | D | M |
| 05 Mar, 2026 | David C. Rooney | Restricted Stock Units | D | 1,532 | $0.00 | 2,253 | D | M |
| 05 Mar, 2026 | Edward Cerkovnik | Restricted Stock Units | D | 1,532 | $0.00 | 2,253 | D | M |
| 03 Nov, 2025 | Charity Isely | Common Stock | A | 2,000 | $0.00 | 14,290 | D | M |
| 03 Nov, 2025 | Robert Linnane | Common Stock | A | 2,000 | $0.00 | 4,477 | D | M |
| 03 Nov, 2025 | Raquel M. Isely | Common Stock | A | 4,000 | $0.00 | 116,119 | D | M |
| 03 Nov, 2025 | Raquel M. Isely | Common Stock | D | 1,150 | $32.09 | 114,969 | D | F |
| 03 Nov, 2025 | Robert Linnane | Common Stock | D | 659 | $32.09 | 3,818 | D | F |
| 03 Nov, 2025 | Charity Isely | Common Stock | D | 593 | $32.09 | 13,697 | D | F |
| 31 Oct, 2025 | Raquel M. Isely | Restricted Stock Units | A | 2,334 | $0.00 | 13,334 | D | M |
| 31 Oct, 2025 | Robert Linnane | Restricted Stock Units | A | 1,167 | $0.00 | 6,667 | D | M |
| 31 Oct, 2025 | Charity Isely | Restricted Stock Units | A | 1,167 | $0.00 | 6,667 | D | M |
| 03 Nov, 2025 | Raquel M. Isely | Restricted Stock Units | D | 4,000 | $0.00 | 9,334 | D | M |