Through the 90-day period concluding February 19, 2026, Suro Capital's top three insider stakeholders include Other Robert S. Birch (1.99Mn shares), Chairman And Ceo And President Mark D Klein (1.67Mn shares), Officer Allison Green (189.81K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Robert S. Birch | 1,991,263 | 13 Apr, 2021 | |
| Mark D Klein | Chairman And Ceo And President | 1,671,021 | 16 Dec, 2025 |
| Allison Green | Nan | 189,805 | 16 Dec, 2025 |
| Leonard Potter | 102,279 | 30 May, 2025 | |
| Marc Mazur | 65,414 | 30 May, 2025 | |
| Lisa Westley | 55,295 | 30 May, 2025 | |
| Ronald M. Lott | 29,623 | 22 Aug, 2025 | |
| Richard C. Szuch | 5,767 | 05 Sep, 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 Dec, 2025 | Mark D Klein | Common Stock | D | 17,017 | $9.24 | 1,671,021 | D | F |
| 15 Dec, 2025 | Allison Green | Common Stock | D | 4,232 | $9.24 | 189,805 | D | F |
| 10 Dec, 2025 | Mark D Klein | Common Stock | D | 17,017 | $9.59 | 1,688,038 | D | F |
| 10 Dec, 2025 | Allison Green | Common Stock | D | 4,232 | $9.59 | 194,037 | D | F |
| 21 Nov, 2025 | Mark D Klein | Common Stock | A | 174,465 | $0.00 | 1,705,055 | D | A |
| 21 Nov, 2025 | Allison Green | Common Stock | A | 956 | $0.00 | 198,269 | D | A |
| 03 Sep, 2025 | Richard C. Szuch | Common Stock | A | 5,767 | $8.66 | 5,767 | D | A |
| 03 Sep, 2025 | Richard C. Szuch | - | - | 5,767 | D | |||
| 19 Aug, 2025 | Ronald M. Lott | Common Stock | D | 7,500 | $8.81 | 29,623 | D | S |
| 19 Aug, 2025 | Ronald M. Lott | - | - | 29,623 | D | |||
| 12 Aug, 2025 | Mark D Klein | Common Stock | A | 10,000 | $8.45 | 1,530,590 | D | P |
| 11 Aug, 2025 | Mark D Klein | Common Stock | A | 4,571 | $8.69 | 1,520,590 | D | P |
| 28 May, 2025 | Ronald M. Lott | Common Stock | A | 7,812 | $0.00 | 37,123 | D | A |
| 28 May, 2025 | Marc Mazur | Common Stock | A | 7,812 | $0.00 | 65,414 | D | A |
| 28 May, 2025 | Leonard Potter | Common Stock | A | 7,812 | $0.00 | 102,279 | D | A |
| 28 May, 2025 | Lisa Westley | - | - | 55,295 | D | |||
| 28 May, 2025 | Lisa Westley | Common Stock | A | 7,812 | $0.00 | 55,295 | D | A |
| 16 May, 2025 | Mark D Klein | Common Stock | A | 300,000 | $0.00 | 1,516,019 | D | A |
| 16 May, 2025 | Allison Green | - | - | 197,313 | D | |||
| 16 May, 2025 | Allison Green | Common Stock | A | 50,000 | $0.00 | 197,313 | D | A |