As of June 02, 2026, the three largest insider holders of REFI are Donald E. Gulbrandsen (Co President And Cio, 851.45K shares), John Mazarakis (Executive Chairman, 453.71K shares), Anthony Cappell (Co Chief Executive Officer, 421.71K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jason D Papastavrou | - | 55,870 | 0 | 22 Apr, 2026 |
| John Mazarakis | Executive Chairman | 453,706 | 0 | 22 Apr, 2026 |
| Andreas Bodmeier | President And Cio | 391,534 | 0 | 03 Apr, 2025 |
| Lindsay Menze | Chief Financial Officer | 9,675 | 300 | 10 Dec, 2021 |
| David Kite | President And Coo | 96,615 | 0 | 22 Apr, 2026 |
| Donald E. Gulbrandsen | Co President And Cio | 851,445 | 0 | 03 Apr, 2024 |
| Michael L. Steiner | - | 274,109 | 0 | 03 Apr, 2025 |
| Brandon Konigsberg | - | 33,870 | 0 | 22 Apr, 2026 |
| Peter Sack | Co Chief Executive Officer | 118,356 | 0 | 22 Apr, 2026 |
| Anthony Cappell | Co Chief Executive Officer | 421,706 | 0 | 22 Apr, 2026 |
| Phillip Silverman | Chief Financial Officer | 71,516 | 0 | 22 Apr, 2026 |
| Elizabeth Mary Stavola | - | 6,324 | 0 | 22 Apr, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 20 Apr, 2026 | Peter Sack | Common Stock | A | 37,099 | $0.00 | 118,356 | D | A |
| 20 Apr, 2026 | Jason D Papastavrou | Common Stock | A | 6,324 | $0.00 | 55,870 | D | A |
| 20 Apr, 2026 | Brandon Konigsberg | Common Stock | A | 6,324 | $0.00 | 33,870 | D | A |
| 20 Apr, 2026 | David Kite | Common Stock | A | 37,099 | $0.00 | 96,615 | D | A |
| 20 Apr, 2026 | John Mazarakis | Common Stock | A | 37,099 | $0.00 | 453,706 | D | A |
| 20 Apr, 2026 | Elizabeth Mary Stavola | Common Stock | A | 6,324 | $0.00 | 6,324 | D | A |
| 20 Apr, 2026 | Elizabeth Mary Stavola | Common Stock | A | 6,324 | $0.00 | 6,324 | D | A |
| 20 Apr, 2026 | Brandon Konigsberg | Common Stock | A | 6,324 | $0.00 | 33,870 | D | A |
| 20 Apr, 2026 | Peter Sack | Common Stock | A | 37,099 | $0.00 | 118,356 | D | A |
| 20 Apr, 2026 | Anthony Cappell | Common Stock | A | 37,099 | $0.00 | 421,706 | D | A |
| 20 Apr, 2026 | Phillip Silverman | Common Stock | A | 32,462 | $0.00 | 71,516 | D | A |
| 20 Apr, 2026 | Phillip Silverman | Common Stock | A | 32,462 | $0.00 | 71,516 | D | A |
| 14 Oct, 2025 | Brandon Konigsberg | Common Stock | A | 7,000 | $12.33 | 27,546 | D | P |
| 14 Oct, 2025 | Peter Sack | Common Stock | A | 8,150 | $12.43 | 81,257 | D | P |
| 14 Oct, 2025 | Brandon Konigsberg | Common Stock | A | 7,000 | $12.33 | 27,546 | D | P |
| 14 Oct, 2025 | Peter Sack | Common Stock | A | 8,150 | $12.43 | 81,257 | D | P |
| 14 Oct, 2025 | Brandon Konigsberg | Common Stock | A | 7,000 | $12.33 | 27,546 | D | P |
| 14 Oct, 2025 | Peter Sack | Common Stock | A | 8,150 | $12.43 | 81,257 | D | P |
| 14 Oct, 2025 | David Kite | Common Stock | A | 2,500 | $12.31 | 57,016 | D | P |
| 15 Oct, 2025 | Jason D Papastavrou | Common Stock | A | 10,000 | $12.62 | 49,546 | D | P |