PhenixFIN's top three insider shareholders as of April 17, 2026 are Howard Amster (Director, 248.25K shares), Howard Amster (Director, 234.61K shares), David A Lorber (Chairman And Ceo, 146.60K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Howard Amster | - | 248,248 | 0 | 05 Mar, 2026 |
| Howard Amster | - | 234,608 | 0 | 20 Jun, 2025 |
| David A Lorber | Chairman And Ceo | 146,596 | 0 | 29 Dec, 2025 |
| David A Lorber | Chairman And Ceo | 142,145 | 0 | 05 Mar, 2025 |
| David A Lorber | Chairman And Ceo | 94,620 | 0 | 23 Feb, 2023 |
| Howard Amster | - | 0 | 16,604 | 16 Jun, 2023 |
| Howard Amster | - | 0 | 12,109 | 23 Feb, 2023 |
| Ellida Mcmillan | Chief Financial Officer | 3,428 | 0 | 29 Dec, 2025 |
| David A Lorber | Chairman And Ceo | 0 | 3,378 | 21 Feb, 2025 |
| Ellida Mcmillan | Chief Financial Officer | 2,636 | 0 | 11 Mar, 2025 |
| David A Lorber | Chairman And Ceo | 0 | 2,440 | 15 Aug, 2022 |
| Karin Hirtler-Garvey | - | 1,500 | 0 | 14 Feb, 2025 |
| Arthur S Ainsberg | - | 1,000 | 0 | 04 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Mar, 2026 | Howard Amster | COMMON STOCK, $0.001 par value | A | 11,500 | $42.56 | 248,248 | D | P |
| 22 Dec, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 6 | $45.00 | 3,278 | D | P |
| 22 Dec, 2025 | David A Lorber | COMMON STOCK | A | 1,000 | $45.44 | 145,891 | D | P |
| 23 Dec, 2025 | David A Lorber | COMMON STOCK | A | 133 | $45.59 | 146,024 | D | P |
| 23 Dec, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 150 | $45.33 | 3,428 | D | P |
| 24 Dec, 2025 | David A Lorber | COMMON STOCK | A | 572 | $46.05 | 146,596 | D | P |
| 17 Dec, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 37 | $44.00 | 3,272 | D | P |
| 15 Dec, 2025 | David A Lorber | COMMON STOCK | A | 100 | $44.33 | 143,845 | D | P |
| 16 Dec, 2025 | David A Lorber | COMMON STOCK | A | 138 | $44.45 | 143,983 | D | P |
| 17 Dec, 2025 | David A Lorber | COMMON STOCK | A | 908 | $44.74 | 144,891 | D | P |
| 23 Sep, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 248 | $47.75 | 3,235 | D | P |
| 03 Sep, 2025 | David A Lorber | COMMON STOCK | A | 200 | $47.83 | 143,345 | D | P |
| 04 Sep, 2025 | David A Lorber | COMMON STOCK | A | 300 | $48.41 | 143,645 | D | P |
| 05 Sep, 2025 | David A Lorber | COMMON STOCK | A | 100 | $48.93 | 143,745 | D | P |
| 23 Jun, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 1 | $48.12 | 2,637 | D | P |
| 14 Aug, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 350 | $49.25 | 2,987 | D | P |
| 17 Jun, 2025 | Howard Amster | Common Stock, $0.001 par value | D | 315 | $48.64 | 234,284 | D | P |
| 17 Jun, 2025 | Howard Amster | Common Stock, $0.001 par value | D | 167 | $49.87 | 234,451 | D | P |
| 17 Jun, 2025 | Howard Amster | Common Stock, $0.001 par value | D | 157 | $50.04 | 234,608 | D | P |
| 16 Jun, 2025 | David A Lorber | COMMON STOCK | A | 700 | $47.91 | 142,845 | D | P |