| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Stephen J Blewitt | - | 19,744 | 0 | 17 Jun, 2025 |
| Richard J. Jensen | Evp, Head Of Strategy And Ma | 100,809 | 0 | 18 Feb, 2026 |
| Mark C Hood | - | 126,660 | 0 | 18 Feb, 2026 |
| Capital, Llc 210 | - | 0 | 4,967,397 | 18 Dec, 2024 |
| Jeff Patrick Gehl | - | 17,064 | 0 | 13 Mar, 2023 |
| Amanda N. Coussens | Evp, Chief Financial Officer | 107,629 | 0 | 18 Feb, 2026 |
| William F. Souder | Chief Operating Officer | 25,399 | 0 | 13 Mar, 2023 |
| Edwin A. Poston | - | 0 | 4,716,716 | 26 Feb, 2025 |
| Nell M. Blatherwick | - | 200,068 | 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 |
| Andrew Rowan Nelson | - | 55,625 | 0 | 23 Sep, 2024 |
| Travis H. Barnes | - | 66,834 | 0 | 17 Jun, 2025 |
| Scott L. Gwilliam | - | 0 | 530,953 | 11 Aug, 2022 |
| P. Danis, Jr. Revocable Living Trust Dated March 10, 2003 Thomas | - | 3 | 0 | 29 Aug, 2025 |
| Mel Williams | - | 0 | 4,294,857 | 07 Feb, 2025 |
| I. Madorsky Revocable Trust Dated December 1, 2008 Jon | - | 476,826 | 0 | 06 Mar, 2026 |
| K. Huebner Trust Charles | - | 188,554 | 0 | 16 Mar, 2026 |
| Luke A. Iii Sarsfield | Chief Executive Officer | 306,318 | 0 | 18 Feb, 2026 |
| Tracey Benford | - | 54,529 | 0 | 17 Jun, 2025 |
| Sarita Narson Jairath | - | 35,995 | 0 | 18 Feb, 2026 |
| Andrew Corsi | Chief Accounting Officer | 3,229 | 0 | 18 Feb, 2026 |
| Jennifer T Glassman | - | 19,744 | 0 | 17 Jun, 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 | Sarita Narson Jairath | Class A Common Stock | A | 31,115 | - | 41,135 | 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 | 47,582 | - | 124,337 | D | M |
| 14 Feb, 2026 | Edwin A. Poston | Class A Common Stock | A | 9,120 | - | 69,622 | D | M |
| 14 Feb, 2026 | Richard J. Jensen | Class A Common Stock | A | 47,582 | - | 111,786 | D | M |
| 14 Feb, 2026 | Mel Williams | Class A Common Stock | A | 45,599 | - | 174,635 | D | M |
| 14 Feb, 2026 | Mel Williams | Class A Common Stock | A | 45,599 | - | 174,635 | D | M |
| 14 Feb, 2026 | Mark C Hood | Class A Common Stock | A | 47,582 | - | 135,317 | D | M |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 29,739 | - | 315,370 | D | M |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 29,739 | - | 315,370 | D | M |
| 14 Feb, 2026 | Andrew Corsi | Class A Common Stock | A | 4,560 | - | 4,810 | 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 |
| 14 Feb, 2026 | Luke A. Iii Sarsfield | Class A Common Stock | A | 15,914 | - | 331,284 | D | M |