PhenixFIN's three largest insider shareholders as of September 29, 2026 are David A Lorber (Chairman And Ceo, 253.85K shares), Howard Amster (Director, 248.25K shares), Howard Amster (Director, 234.61K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | David A Lorber | Chairman And Ceo | 490,619 | 0 | 490,619 | 49.7% | 03 Jun, 2026 |
| 2 | Howard Amster | Director, TenPercentOwner | 482,856 | 0 | 482,856 | 48.9% | 05 Mar, 2026 |
| 3 | Ellida Mcmillan | Chief Financial Officer | 6,064 | 0 | 6,064 | 0.6% | 29 Dec, 2025 |
| 4 | Lowell W Robinson | Director | 4,500 | 0 | 4,500 | 0.5% | 18 Sep, 2025 |
| 5 | Karin Hirtler-Garvey | Director | 1,500 | 0 | 1,500 | 0.2% | 14 Feb, 2025 |
| 6 | Arthur S Ainsberg | Director | 1,000 | 0 | 1,000 | 0.1% | 04 Mar, 2022 |
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 |
|---|---|---|---|---|---|---|---|---|
| 01 Jun, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 1 | $41.20 | $41 | 245,199 | Direct |
| 01 Jun, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 1,363 | $44.37 | $60.48K | 246,562 | Direct |
| 01 Jun, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 836 | $44.99 | $37.61K | 247,398 | Direct |
| 02 Jun, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 2,473 | $44.95 | $111.16K | 249,871 | Direct |
| 03 Jun, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 800 | $44.40 | $35.52K | 250,671 | Direct |
| 03 Jun, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 3,183 | $45.49 | $144.79K | 253,854 | Direct |
| 12 May, 2026 | David A Lorber | Chairman And Ceo | Acquired P | 42,065 | $39.95 | $1.68Mn | 245,198 | Direct |
| 03 Mar, 2026 | Howard Amster | Director, TenPercentOwner | Acquired P | 11,500 | $42.56 | $489.44K | 248,248 | Direct |
| 22 Dec, 2025 | Ellida Mcmillan | Chief Financial Officer | Acquired P | 6 | $45.00 | $270 | 3,278 | Direct |
| 22 Dec, 2025 | David A Lorber | Chairman And Ceo | Acquired P | 1,000 | $45.44 | $45.44K | 145,891 | Direct |
| 23 Dec, 2025 | David A Lorber | Chairman And Ceo | Acquired P | 133 | $45.59 | $6.06K | 146,024 | Direct |
| 23 Dec, 2025 | Ellida Mcmillan | Chief Financial Officer | Acquired P | 150 | $45.33 | $6.80K | 3,428 | Direct |
| 24 Dec, 2025 | David A Lorber | Chairman And Ceo | Acquired P | 572 | $46.05 | $26.34K | 146,596 | Direct |
| 17 Dec, 2025 | Ellida Mcmillan | Chief Financial Officer | Acquired P | 37 | $44.00 | $1.63K | 3,272 | Direct |
| 15 Dec, 2025 | David A Lorber | Chairman And Ceo | Acquired P | 100 | $44.33 | $4.43K | 143,845 | Direct |
| 16 Dec, 2025 | David A Lorber | Chairman And Ceo | Acquired P | 138 | $44.45 | $6.13K | 143,983 | Direct |
| 17 Dec, 2025 | David A Lorber | Chairman And Ceo | Acquired P | 908 | $44.74 | $40.62K | 144,891 | Direct |
| 23 Sep, 2025 | Ellida Mcmillan | Chief Financial Officer | Acquired P | 248 | $47.75 | $11.84K | 3,235 | Direct |
| 16 Sep, 2025 | Lowell W Robinson | Director | Acquired P | 86 | $48.09 | $4.14K | 2,956 | Direct |
| 17 Sep, 2025 | Lowell W Robinson | Director | Acquired P | 44 | $48.26 | $2.12K | 3,000 | Direct |