| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Colin V Reed | Exec. Chairman Of The Board | 913,038 | 0 | 16 Mar, 2026 |
| Colin V Reed | Exec. Chairman Of The Board | 744,583 | 0 | 20 Dec, 2023 |
| Colin V Reed | Exec. Chairman Of The Board | 0 | 315,414 | 21 Nov, 2023 |
| Mark Fioravanti | President Ceo | 301,770 | 0 | 16 Mar, 2026 |
| Colin V Reed | Exec. Chairman Of The Board | 0 | 270,325 | 17 Dec, 2025 |
| Colin V Reed | Exec. Chairman Of The Board | 0 | 265,325 | 17 Dec, 2025 |
| Michael Isor Roth | - | 42,116 | 0 | 12 May, 2025 |
| Scott J Lynn | Evp, Secretary And Gc | 38,047 | 0 | 16 Mar, 2026 |
| Jennifer L Hutcheson | Evp Chief Financial Officer | 36,820 | 0 | 16 Mar, 2026 |
| Patrick S Chaffin | Evp Coo | 33,577 | 0 | 16 Mar, 2026 |
| William Haslam | - | 23,991 | 0 | 12 May, 2025 |
| Patrick Q Moore | - | 19,669 | 0 | 26 Jun, 2023 |
| Rachna Bhasin | - | 8,528 | 0 | 12 May, 2025 |
| Christine Pantoya | - | 6,342 | 0 | 12 May, 2025 |
| Fazal F Merchant | - | 6,012 | 0 | 18 Mar, 2025 |
| Christian A. Brickman | - | 5,307 | 0 | 23 Mar, 2023 |
| Alvin L Jr Bowles | - | 2,576 | 0 | 11 Jun, 2025 |
| H Eric Jr Bolton | - | 2,000 | 0 | 15 Aug, 2025 |
| Erin Claire Helgren | - | 1,201 | 0 | 12 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 15 Mar, 2026 | Scott J Lynn | Common Stock | A | 683 | $0.00 | 34,425 | D | M |
| 15 Mar, 2026 | Jennifer L Hutcheson | Common Stock | A | 1,093 | $0.00 | 31,375 | D | M |
| 15 Mar, 2026 | Patrick S Chaffin | Common Stock | A | 887 | $0.00 | 29,109 | D | M |
| 15 Mar, 2026 | Mark Fioravanti | Common Stock | A | 2,432 | $0.00 | 279,406 | D | M |
| 15 Mar, 2026 | Colin V Reed | Common Stock | A | 5,355 | $0.00 | 901,165 | D | M |
| 15 Mar, 2026 | Patrick S Chaffin | Common Stock | D | 350 | $0.00 | 28,759 | D | F |
| 15 Mar, 2026 | Scott J Lynn | Common Stock | D | 269 | $0.00 | 34,156 | D | F |
| 15 Mar, 2026 | Mark Fioravanti | Common Stock | D | 957 | $0.00 | 278,449 | D | F |
| 15 Mar, 2026 | Colin V Reed | Common Stock | D | 2,108 | $0.00 | 899,057 | D | F |
| 15 Mar, 2026 | Jennifer L Hutcheson | Common Stock | D | 431 | $0.00 | 30,944 | D | F |
| 15 Mar, 2026 | Patrick S Chaffin | Common Stock | A | 921 | $0.00 | 29,680 | D | M |
| 15 Mar, 2026 | Mark Fioravanti | Common Stock | A | 4,608 | $0.00 | 283,057 | D | M |
| 15 Mar, 2026 | Scott J Lynn | Common Stock | A | 737 | $0.00 | 34,893 | D | M |
| 15 Mar, 2026 | Jennifer L Hutcheson | Common Stock | A | 1,161 | $0.00 | 32,105 | D | M |
| 15 Mar, 2026 | Colin V Reed | Common Stock | A | 2,922 | $0.00 | 901,979 | D | M |
| 15 Mar, 2026 | Colin V Reed | Common Stock | D | 1,150 | $0.00 | 900,829 | D | F |
| 15 Mar, 2026 | Jennifer L Hutcheson | Common Stock | D | 457 | $0.00 | 31,648 | D | F |
| 15 Mar, 2026 | Scott J Lynn | Common Stock | D | 291 | $0.00 | 34,602 | D | F |
| 15 Mar, 2026 | Mark Fioravanti | Common Stock | D | 1,814 | $0.00 | 281,243 | D | F |
| 15 Mar, 2026 | Patrick S Chaffin | Common Stock | D | 363 | $0.00 | 29,317 | D | F |