As of March 23, 2026, PhenixFIN's top three insider holders are David A Lorber (Chairman And Ceo, 146.60K shares), Ellida Mcmillan (Chief Financial Officer, 3.43K shares), David A Lorber (Chairman And Ceo, 3.38K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David A Lorber | Chairman And Ceo | 146,596 | 0 | 29 Dec, 2025 |
| Ellida Mcmillan | Chief Financial Officer | 3,428 | 0 | 29 Dec, 2025 |
| David A Lorber | Chairman And Ceo | 0 | 3,378 | 21 Feb, 2025 |
| Lowell W Robinson | 3,000 | 0 | 18 Sep, 2025 | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 16 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 86 | $48.09 | 2,956 | D | P |
| 17 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 44 | $48.26 | 3,000 | D | P |
| 11 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 162 | $48.05 | 2,770 | D | P |
| 12 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 100 | $48.09 | 2,870 | D | P |
| 09 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 250 | $48.17 | 2,574 | D | P |
| 10 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 34 | $48.05 | 2,608 | D | P |
| 03 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 100 | $48.23 | 2,275 | D | P |
| 05 Sep, 2025 | Lowell W Robinson | COMMON STOCK, $0.001 par value | A | 49 | $48.15 | 2,324 | 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 |