| Holder | Position | Shares | Report Date |
|---|---|---|---|
| William Coulter | 9,461,116 | 06 Jun, 2025 | |
| Mark Alexander Cohen | 7,166,074 | 06 Jun, 2025 | |
| Mark Tkach | 6,933,082 | 06 Jun, 2025 | |
| House Capital Management, Llc Stone | 6,398,144 | 12 Dec, 2023 | |
| Michael Quartieri | Chairman And Ceo | 882,134 | 12 Mar, 2025 |
| Marshall Chesrown | Chairman And Ceo | 447,767 | 06 Feb, 2023 |
| Cameron Tkach | Executive Vice President And Coo | 391,677 | 06 Jun, 2025 |
| Peter Levy | President And Coo | 285,724 | 06 Feb, 2023 |
| Melissa Bengtson | Evp And Clo & Secretary | 260,000 | 06 Jun, 2025 |
| Joshua J Barsetti | Evp And Cfo | 182,000 | 07 Nov, 2025 |
| Peter Levy | President And Coo | 149,360 | 23 Sep, 2022 |
| Rebecca C. Polak | 145,566 | 06 Jun, 2025 | |
| Blake Lawson | Chief Financial Officer | 118,500 | 21 Mar, 2024 |
| Steven J Pully | 115,613 | 16 Dec, 2024 | |
| Rachel M. Richards | 71,098 | 06 Jun, 2025 | |
| John C Rickel | 61,728 | 06 Jun, 2025 | |
| Kevin P Westfall | 58,617 | 07 Dec, 2023 | |
| Denmar John Dixon | 58,241 | 06 Jul, 2022 | |
| Tiffany B. Kice | Chief Financial Officer | 57,374 | 13 Aug, 2024 |
| Brandy L Treadway | Chief Legal Officer | 49,716 | 21 Mar, 2024 |
| Beverley Rath | Corporate Controller | 37,968 | 06 Feb, 2023 |
| Melvin Flanigan | 35,368 | 07 Dec, 2023 | |
| Michael Marchlik | 29,799 | 06 Jul, 2022 | |
| Adam Alexander | 28,799 | 16 Aug, 2022 | |
| Richard A Jr Gray | 27,733 | 03 Sep, 2021 | |
| Narinder Sahai | Chief Financial Officer | 21,196 | 19 Apr, 2022 |
| Shin Lee | 6,799 | 05 Jul, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Dec, 2025 | Angelo Dominick Iii San | Class B Common Stock | D | 100 | $5.00 | 0 | D | X |
| 06 Nov, 2025 | Joshua J Barsetti | Class B Common Stock | A | 70,000 | $0.00 | 182,000 | D | A |
| 06 Nov, 2025 | Joshua J Barsetti | Class B Common Stock | A | 112,000 | $0.00 | 112,000 | D | A |
| 06 Jun, 2025 | Mark Alexander Cohen | - | - | 61,728 | D | |||
| 06 Jun, 2025 | Mark Alexander Cohen | Class B Common Stock | D | 28,531 | - | 61,728 | D | G |
| 06 Jun, 2025 | Mark Alexander Cohen | - | - | 7,104,346 | I | |||
| 06 Jun, 2025 | Mark Alexander Cohen | Class B Common Stock | A | 28,531 | - | 7,104,346 | I | G |
| 04 Jun, 2025 | John C Rickel | Class B Common Stock | A | 61,728 | $0.00 | 61,728 | D | A |
| 04 Jun, 2025 | John C Rickel | - | - | 61,728 | D | |||
| 04 Jun, 2025 | Rebecca C. Polak | Class B Common Stock | A | 61,728 | $0.00 | 145,566 | D | A |
| 04 Jun, 2025 | Rebecca C. Polak | Class B Common Stock | A | 61,728 | $0.00 | 145,566 | D | A |
| 04 Jun, 2025 | Mark Alexander Cohen | Class B Common Stock | A | 61,728 | $0.00 | 90,259 | D | A |
| 04 Jun, 2025 | Mark Tkach | Class B Common Stock | A | 61,728 | $0.00 | 6,933,082 | D | A |
| 04 Jun, 2025 | William Coulter | Class B Common Stock | A | 61,728 | $0.00 | 6,839,711 | D | A |
| 04 Jun, 2025 | Cameron Tkach | Class B Common Stock | A | 190,000 | $0.00 | 271,677 | D | A |
| 04 Jun, 2025 | Cameron Tkach | Class B Common Stock | A | 120,000 | $0.00 | 391,677 | D | A |
| 04 Jun, 2025 | Cameron Tkach | - | - | 391,677 | D | |||
| 04 Jun, 2025 | Rachel M. Richards | Class B Common Stock | A | 61,728 | $0.00 | 71,098 | D | A |
| 04 Jun, 2025 | Rachel M. Richards | Class B Common Stock | A | 9,370 | $0.00 | 9,370 | D | A |
| 04 Jun, 2025 | Melissa Bengtson | Class B Common Stock | A | 100,000 | $0.00 | 260,000 | D | A |