| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Matthew G. Casella | President | 60,000 | 0 | 16 Jan, 2026 |
| Phil Zheng | Chief Operating Officer | 1,378,000 | 0 | 12 Jan, 2026 |
| Zhenqiang Huang | Chief Financial Officer | 8,112,000 | 0 | 12 Jan, 2026 |
| Zhenwu Huang | Chief Executive Officer | 30,528,000 | 0 | 12 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Feb, 2026 | Matthew G. Casella | Common Shares Class B | D | 12,500 | $2.68 | 0 | D | S |
| 13 Feb, 2026 | Matthew G. Casella | Common Stock B Shares | D | 40,000 | $3.00 | 20,000 | D | S |
| 17 Feb, 2026 | Matthew G. Casella | Common Stock B Shares | D | 20,000 | $2.79 | 0 | D | S |
| 04 Dec, 2025 | Matthew G. Casella | Class B Common Stock | A | 60,000 | $0.00 | 60,000 | D | A |
| 04 Dec, 2025 | Phil Zheng | Class B Common Stock | A | 600,000 | $0.00 | 1,600,000 | D | A |
| 04 Dec, 2025 | Phil Zheng | Class B Common Stock | A | 600,000 | $0.00 | 1,600,000 | D | A |
| 04 Dec, 2025 | Phil Zheng | Class B Common Stock | A | 600,000 | $0.00 | 1,600,000 | D | A |
| 04 Dec, 2025 | Zhenqiang Huang | Class B Common Stock | A | 400,000 | $0.00 | 8,292,000 | D | A |
| 04 Dec, 2025 | Zhenwu Huang | Class B Common Stock | A | 400,000 | $0.00 | 30,708,000 | D | A |
| 04 Dec, 2025 | Phil Zheng | Class B Common Stock | D | 222,000 | $4.59 | 1,378,000 | D | F |
| 04 Dec, 2025 | Phil Zheng | Class B Common Stock | D | 222,000 | $4.59 | 1,378,000 | D | F |
| 04 Dec, 2025 | Zhenwu Huang | Class B Common Stock | D | 180,000 | $4.59 | 30,528,000 | D | F |
| 04 Dec, 2025 | Zhenqiang Huang | Class B Common Stock | D | 180,000 | $4.59 | 8,112,000 | D | F |
| 04 Dec, 2025 | Phil Zheng | Class B Common Stock | D | 222,000 | $4.59 | 1,378,000 | D | F |
| 01 Oct, 2025 | Phil Zheng | Class B Common Stock | A | 200,000 | - | 1,200,000 | D | P |
| 01 Oct, 2025 | Phil Zheng | Class B Common Stock | A | 200,000 | - | 1,200,000 | D | P |
| 01 Oct, 2025 | Phil Zheng | Class B Common Stock | A | 200,000 | - | 1,200,000 | D | P |
| 01 Oct, 2025 | Zhenwu Huang | Class A Common Stock | D | 200,000 | - | 30,108,000 | D | P |
| 22 Sep, 2025 | Phil Zheng | Class B Common Stock | D | 100,000 | $5.11 | 1,000,000 | D | S |
| 22 Sep, 2025 | Phil Zheng | Class B Common Stock | D | 100,000 | $5.11 | 1,000,000 | D | S |