According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at PhenixFIN are Director Howard Amster (234.61K shares), Chairman And Ceo David A Lorber (149.97K shares), Chief Financial Officer Ellida Mcmillan (3.43K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Howard Amster | 234,608 | 20 Jun, 2025 | |
| David A Lorber | Chairman And Ceo | 149,974 | 29 Dec, 2025 |
| Ellida Mcmillan | Chief Financial Officer | 3,428 | 29 Dec, 2025 |
| Lowell W Robinson | 3,000 | 18 Sep, 2025 | |
| Karin Hirtler-Garvey | 1,500 | 14 Feb, 2025 | |
| Arthur S Ainsberg | 1,000 | 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Dec, 2025 | David A Lorber | COMMON STOCK | A | 572 | $46.05 | 146,596 | 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 |
| 22 Dec, 2025 | David A Lorber | COMMON STOCK | A | 1,000 | $45.44 | 145,891 | D | P |
| 22 Dec, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 6 | $45.00 | 3,278 | D | P |
| 17 Dec, 2025 | David A Lorber | COMMON STOCK | A | 908 | $44.74 | 144,891 | D | P |
| 17 Dec, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 37 | $44.00 | 3,272 | D | P |
| 16 Dec, 2025 | David A Lorber | COMMON STOCK | A | 138 | $44.45 | 143,983 | D | P |
| 15 Dec, 2025 | David A Lorber | COMMON STOCK | A | 100 | $44.33 | 143,845 | D | P |
| 23 Sep, 2025 | Ellida Mcmillan | COMMON STOCK, $0.001 par value | A | 248 | $47.75 | 3,235 | D | P |
| 17 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 44 | $48.26 | 3,000 | D | P |
| 16 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 86 | $48.09 | 2,956 | D | P |
| 12 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 100 | $48.09 | 2,870 | D | P |
| 11 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 162 | $48.05 | 2,770 | D | P |
| 10 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 34 | $48.05 | 2,608 | D | P |
| 09 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 250 | $48.17 | 2,574 | D | P |
| 05 Sep, 2025 | Lowell W Robinson | - | - | 2,324 | D | |||
| 05 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 49 | $48.15 | 2,324 | D | P |
| 05 Sep, 2025 | David A Lorber | COMMON STOCK | A | 100 | $48.93 | 143,745 | D | P |
| 04 Sep, 2025 | David A Lorber | COMMON STOCK | A | 300 | $48.41 | 143,645 | D | P |