OTF's three largest insider shareholders as of September 29, 2026 are Alan Kirshenbaum (Executive Vice President, 4.08Mn shares), Craig Packer (Ceo And President, 4.08Mn shares), Erik Bissonnette (President, 156.53K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Craig Packer | Ceo And President | 0 | 4,081,653 | 4,081,653 | 48.6% | 08 Nov, 2021 |
| 2 | Alan Kirshenbaum | Executive Vice President | 0 | 4,081,653 | 4,081,653 | 48.6% | 08 Nov, 2021 |
| 3 | Erik Bissonnette | President | 156,525 | 0 | 156,525 | 1.9% | 20 Nov, 2025 |
| 4 | Edward H Dalelio | Director | 33,145 | 0 | 33,145 | 0.4% | 08 Nov, 2021 |
| 5 | Chris Temple | Director | 12,000 | 0 | 12,000 | 0.1% | 27 May, 2026 |
| 6 | Victor Woolridge | Director | 10,049 | 0 | 10,049 | 0.1% | 24 Mar, 2025 |
| 7 | Melissa Weiler | Director | 10,000 | 0 | 10,000 | 0.1% | 14 May, 2026 |
| 8 | Jonathan Lamm, | Cfo And Coo | 0 | 5,443 | 5,443 | 0.1% | 08 Nov, 2021 |
| 9 | Eric A. Kaye | Director | 3,000 | 0 | 3,000 | 0.0% | 31 Aug, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 28 Aug, 2026 | Eric A. Kaye | Director | Acquired P | 1,000 | $11.37 | $11.37K | 3,000 | Direct |
| 22 May, 2026 | Chris Temple | Director | Acquired P | 7,000 | $10.71 | $74.97K | 12,000 | Direct |
| 13 May, 2026 | Melissa Weiler | Director | Acquired P | 10,000 | $10.90 | $109.00K | 10,000 | Direct |
| 11 May, 2026 | Eric A. Kaye | Director | Acquired P | 1,000 | $10.74 | $10.74K | 2,000 | Direct |
| 25 Feb, 2026 | Eric A. Kaye | Director | Acquired P | 301 | $11.42 | $3.44K | 301 | Direct |
| 25 Feb, 2026 | Eric A. Kaye | Director | Acquired P | 699 | $11.45 | $8.00K | 1,000 | Direct |
| 25 Feb, 2026 | Chris Temple | Director | Acquired P | 5,000 | $11.49 | $57.45K | 5,000 | Direct |
| 20 Nov, 2025 | Erik Bissonnette | President | Acquired P | 12,500 | $13.27 | $165.82K | 156,525 | Direct |
| 24 Mar, 2025 | Erik Bissonnette | President | Disposed A | 87,503 | — | — | 144,025 | Direct |
| 24 Mar, 2025 | Victor Woolridge | Director | Acquired A | 10,049 | — | — | 10,049 | Direct |
| 05 Nov, 2021 | Alan Kirshenbaum | Executive Vice President | Acquired P | 599,156 | $18.33 | $10.98Mn | 4,081,653 | Indirect |
| 05 Nov, 2021 | Jonathan Lamm, | Cfo And Coo | Acquired P | 922 | $18.33 | $16.90K | 5,443 | Indirect |
| 05 Nov, 2021 | Edward H Dalelio | Director | Acquired P | 4,609 | $18.33 | $84.48K | 33,145 | Direct |
| 05 Nov, 2021 | Craig Packer | Ceo And President | Acquired P | 599,156 | $18.33 | $10.98Mn | 4,081,653 | Indirect |
| 28 Sep, 2021 | Edward H Dalelio | Director | Acquired P | 4,573 | $18.38 | $84.05K | 28,536 | Direct |
| 28 Sep, 2021 | Craig Packer | Ceo And President | Acquired P | 594,502 | $18.38 | $10.93Mn | 3,482,497 | Indirect |
| 28 Sep, 2021 | Jonathan Lamm, | Cfo And Coo | Acquired P | 4,521 | $18.38 | $83.10K | 4,521 | Indirect |
| 28 Sep, 2021 | Alan Kirshenbaum | Executive Vice President | Acquired P | 594,502 | $18.38 | $10.93Mn | 3,482,497 | Indirect |
| 25 Jun, 2021 | Alan Kirshenbaum | Coo And Cfo | Acquired P | 566,261 | $16.62 | $9.41Mn | 2,887,995 | Indirect |
| 25 Jun, 2021 | Edward H Dalelio | Director | Acquired P | 4,356 | $16.62 | $72.40K | 23,620 | Direct |