| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Capital, Llc 210 | 0 | 4,967,397 | 18 Dec, 2024 | |
| Scott L. Gwilliam | 0 | 530,953 | 11 Aug, 2022 | |
| I. Madorsky Revocable Trust Dated December 1, 2008 Jon | 476,826 | 0 | 06 Mar, 2026 | |
| Luke A. Iii Sarsfield | See Remarks | 306,318 | 0 | 18 Feb, 2026 |
| Alexander I. Abell | 300,000 | 0 | 29 Sep, 2025 | |
| 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 | |
| David M. Mccoy | 170,323 | 0 | 23 Sep, 2025 | |
| Mel Williams | 154,137 | 0 | 18 Feb, 2026 | |
| Robert B Jr Stewart | 149,525 | 0 | 26 Feb, 2026 | |
| Mark C Hood | See Remarks | 126,660 | 0 | 18 Feb, 2026 |
| K. Huebner Trust Charles | 117,684 | 0 | 29 Oct, 2024 | |
| 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 |
| 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 | See Remarks | 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 | |
| Jeff Patrick Gehl | See Remarks | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 24 Feb, 2026 | Robert B Jr Stewart | Class A Common Stock | A | 5,000 | $8.27 | 149,525 | D | P |
| 19 Feb, 2026 | Robert B Jr Stewart | Class A Common Stock | A | 10,000 | $8.65 | 144,525 | D | P |
| 14 Feb, 2026 | Andrew Corsi | Class A Common Stock | A | 4,560 | - | 4,810 | D | M |
| 14 Feb, 2026 | Amanda N. Coussens | Class A Common Stock | A | 47,582 | - | 124,337 | D | M |
| 14 Feb, 2026 | Mel Williams | Class A Common Stock | A | 45,599 | - | 174,635 | D | M |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 29,739 | - | 315,370 | 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 | Mark C Hood | Class A Common Stock | A | 47,582 | - | 135,317 | D | M |
| 14 Feb, 2026 | Nell M. Blatherwick | Class A Common Stock | A | 2,932 | $0.00 | 88,198 | D | M |
| 14 Feb, 2026 | Amanda N. Coussens | Class A Common Stock | A | 9,120 | - | 133,457 | D | M |
| 14 Feb, 2026 | Sarita Narson Jairath | Class A Common Stock | A | 9,120 | - | 50,255 | D | M |
| 14 Feb, 2026 | Mark C Hood | Class A Common Stock | A | 9,120 | - | 144,437 | D | M |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 15,914 | - | 331,284 | D | M |
| 14 Feb, 2026 | Mel Williams | Class A Common Stock | D | 20,498 | - | 154,137 | D | F |
| 14 Feb, 2026 | Nell M. Blatherwick | Class A Common Stock | D | 1,014 | $8.70 | 87,184 | D | F |