| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Capital, Llc 210 | - | 0 | 4,967,397 | 18 Dec, 2024 |
| Mel Williams | - | 0 | 4,294,857 | 07 Feb, 2025 |
| Mel Williams | - | 0 | 4,018,995 | 25 Sep, 2025 |
| Edwin A. Poston | - | 0 | 2,398,531 | 25 Sep, 2025 |
| Edwin A. Poston | - | 0 | 2,173,602 | 31 Jan, 2025 |
| Edwin A. Poston | - | 0 | 2,021,450 | 24 Feb, 2025 |
| Edwin A. Poston | - | 0 | 869,441 | 19 Dec, 2024 |
| Scott L. Gwilliam | - | 0 | 530,953 | 11 Aug, 2022 |
| Edwin A. Poston | - | 0 | 521,664 | 26 Feb, 2025 |
| I. Madorsky Revocable Trust Dated December 1, 2008 Jon | - | 476,826 | 0 | 06 Mar, 2026 |
| Scott L. Gwilliam | - | 312,359 | 0 | 12 Aug, 2022 |
| Luke A. Iii Sarsfield | Chief Executive Officer | 306,318 | 0 | 18 Feb, 2026 |
| Alexander I. Abell | - | 300,000 | 0 | 29 Sep, 2025 |
| David M. Mccoy | - | 270,068 | 0 | 26 Mar, 2026 |
| Michael Feinglass | - | 204,005 | 0 | 26 Mar, 2024 |
| Nell M. Blatherwick | - | 200,068 | 0 | 18 Feb, 2026 |
| K. Huebner Trust Charles | - | 188,554 | 0 | 16 Mar, 2026 |
| Mel Williams | - | 154,137 | 0 | 18 Feb, 2026 |
| Mark C Hood | - | 126,660 | 0 | 18 Feb, 2026 |
| Edwin A. Poston | - | 0 | 116,024 | 11 Dec, 2025 |
| Mel Williams | - | 0 | 116,024 | 11 Dec, 2025 |
| Amanda N. Coussens | Evp, Chief Financial Officer | 107,629 | 0 | 18 Feb, 2026 |
| Richard J. Jensen | Evp, Head Of Strategy And Ma | 100,809 | 0 | 18 Feb, 2026 |
| Scott L. Gwilliam | - | 68,435 | 0 | 17 Jun, 2025 |
| Travis H. Barnes | - | 66,834 | 0 | 17 Jun, 2025 |
| Edwin A. Poston | - | 65,648 | 0 | 18 Feb, 2026 |
| Andrew Rowan Nelson | - | 55,625 | 0 | 23 Sep, 2024 |
| Tracey Benford | - | 54,529 | 0 | 17 Jun, 2025 |
| Sarita Narson Jairath | - | 35,995 | 0 | 18 Feb, 2026 |
| William F. Souder | Chief Operating Officer | 25,399 | 0 | 13 Mar, 2023 |
| Jennifer T Glassman | - | 19,744 | 0 | 17 Jun, 2025 |
| Stephen J Blewitt | - | 19,744 | 0 | 17 Jun, 2025 |
| Jeff Patrick Gehl | - | 17,064 | 0 | 13 Mar, 2023 |
| Andrew Corsi | Chief Accounting Officer | 3,229 | 0 | 18 Feb, 2026 |
| P. Danis, Jr. Revocable Living Trust Dated March 10, 2003 Thomas | - | 3 | 0 | 29 Aug, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Mar, 2026 | David M. Mccoy | Class A Common Stock | A | 70,000 | $7.37 | 270,068 | D | P |
| 23 Mar, 2026 | David M. Mccoy | Class A Common Stock | D | 70,000 | $7.37 | 270,068 | D | P |
| 19 Feb, 2026 | K. Huebner Trust Charles | Class A Common Stock | A | 20,000 | $8.68 | 176,054 | D | P |
| 12 Mar, 2026 | K. Huebner Trust Charles | Class A Common Stock | A | 12,500 | $7.31 | 188,554 | D | P |
| 14 Feb, 2026 | I. Madorsky Revocable Trust Dated December 1, 2008 Jon | Class A Common Stock | A | 42,134 | $0.00 | 487,708 | D | M |
| 14 Feb, 2026 | I. Madorsky Revocable Trust Dated December 1, 2008 Jon | Class A Common Stock | D | 10,882 | $8.70 | 476,826 | D | F |
| 14 Feb, 2026 | Nell M. Blatherwick | Class A Common Stock | A | 2,932 | $0.00 | 88,198 | D | M |
| 14 Feb, 2026 | Mel Williams | Class A Common Stock | A | 45,599 | - | 174,635 | D | M |
| 14 Feb, 2026 | Richard J. Jensen | Class A Common Stock | A | 47,582 | - | 111,786 | D | M |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 29,739 | - | 315,370 | D | M |
| 14 Feb, 2026 | Amanda N. Coussens | Class A Common Stock | A | 47,582 | - | 124,337 | D | M |
| 14 Feb, 2026 | Andrew Corsi | Class A Common Stock | A | 4,560 | - | 4,810 | D | M |
| 14 Feb, 2026 | Mark C Hood | Class A Common Stock | A | 47,582 | - | 135,317 | D | M |
| 14 Feb, 2026 | Edwin A. Poston | Class A Common Stock | A | 9,120 | - | 69,622 | D | M |
| 14 Feb, 2026 | Sarita Narson Jairath | Class A Common Stock | A | 31,115 | - | 41,135 | D | M |
| 14 Feb, 2026 | Nell M. Blatherwick | Class A Common Stock | D | 1,014 | $8.70 | 87,184 | D | F |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 15,914 | - | 331,284 | D | M |
| 14 Feb, 2026 | Mark C Hood | Class A Common Stock | A | 9,120 | - | 144,437 | D | M |
| 14 Feb, 2026 | Edwin A. Poston | Class A Common Stock | D | 3,974 | - | 65,648 | D | F |
| 14 Feb, 2026 | Amanda N. Coussens | Class A Common Stock | A | 9,120 | - | 133,457 | D | M |