SRFM's three largest insider shareholders as of March 23, 2026 are Robert S. Little (Chief Executive Officer, 2.07Mn shares), Deanna Leigh White (Chief Executive Officer, 503.25K shares), Sudhin Shahani (Director, 445.42K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert S. Little | Chief Executive Officer | 721,082 | 1,351,513 | 31 Jul, 2023 |
| Deanna Leigh White | Chief Executive Officer | 503,250 | 0 | 02 Jan, 2026 |
| Sudhin Shahani | 445,418 | 0 | 06 Jun, 2025 | |
| Oliver Reeves | Chief Financial Officer | 168,438 | 0 | 14 Apr, 2025 |
| Edward A. Mady | 123,314 | 0 | 27 Jun, 2025 | |
| John J. D'Agostino | 111,547 | 0 | 28 Aug, 2025 | |
| Tyrone D. Bland | 101,498 | 0 | 27 Jun, 2025 | |
| Shawn Kirby Pelsinger | 63,352 | 0 | 20 Oct, 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 |
|---|---|---|---|---|---|---|---|---|
| 30 Dec, 2025 | Deanna Leigh White | Common Stock | A | 303,250 | $0.00 | 503,250 | D | A |
| 08 Oct, 2025 | Shawn Kirby Pelsinger | Common Stock | A | 46,667 | $0.00 | 46,667 | D | A |
| 08 Oct, 2025 | Shawn Kirby Pelsinger | Common Stock | A | 16,685 | $0.00 | 63,352 | D | A |
| 26 Aug, 2025 | John J. D'Agostino | Common Stock | D | 6,022 | $0.00 | 111,547 | D | G |
| 26 Jun, 2025 | Edward A. Mady | Common Stock | A | 62,857 | $0.00 | 89,590 | D | A |
| 26 Jun, 2025 | Tyrone D. Bland | Common Stock | A | 62,857 | $0.00 | 67,774 | D | A |
| 26 Jun, 2025 | John J. D'Agostino | Common Stock | A | 62,857 | $0.00 | 83,845 | D | A |
| 26 Jun, 2025 | Tyrone D. Bland | Common Stock | A | 33,724 | $0.00 | 101,498 | D | A |
| 26 Jun, 2025 | Edward A. Mady | Common Stock | A | 33,724 | $0.00 | 123,314 | D | A |
| 26 Jun, 2025 | John J. D'Agostino | Common Stock | A | 33,724 | $0.00 | 117,569 | D | A |
| 06 Jun, 2025 | Sudhin Shahani | Common Stock | D | 104,160 | $0.00 | 445,418 | D | G |
| 03 Jun, 2025 | Sudhin Shahani | Common Stock | D | 75,840 | $2.43 | 549,578 | D | S |
| 29 May, 2025 | Sudhin Shahani | Common Stock | D | 143,622 | $0.00 | 625,418 | D | G |
| 22 May, 2025 | Sudhin Shahani | Common Stock | A | 408,163 | $2.45 | 769,040 | D | A |
| 21 May, 2025 | Tyrone D. Bland | Common Stock | D | 6,065 | $2.46 | 8,901 | D | S |
| 22 May, 2025 | Tyrone D. Bland | Common Stock | D | 3,984 | $2.46 | 4,917 | D | S |
| 10 Apr, 2025 | Oliver Reeves | Common Stock | A | 150,000 | $0.00 | 168,438 | D | A |
| 10 Apr, 2025 | Deanna Leigh White | Common Stock | A | 200,000 | $0.00 | 200,000 | D | A |
| 10 Apr, 2025 | Deanna Leigh White | Common Stock | D | 200,000 | $0.00 | 393,712 | D | A |
| 10 Apr, 2025 | Oliver Reeves | Common Stock | D | 150,000 | $0.00 | 307,726 | D | A |