As of March 23, 2026, the three largest insider holders of SSSS are Robert S. Birch (Other, 1.99Mn shares), Mark D Klein (Chairman, Ceo And President, 1.67Mn shares), Allison Green (See Remarks, 189.81K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert S. Birch | 1,991,263 | 0 | 13 Apr, 2021 | |
| Mark D Klein | Chairman, Ceo And President | 1,671,021 | 0 | 16 Dec, 2025 |
| Allison Green | See Remarks | 189,805 | 0 | 16 Dec, 2025 |
| Leonard Potter | 102,279 | 0 | 30 May, 2025 | |
| Leonard Potter | 102,279 | 0 | 30 May, 2025 | |
| Marc Mazur | 65,414 | 0 | 30 May, 2025 | |
| Lisa Westley | 55,295 | 0 | 30 May, 2025 | |
| Richard C. Szuch | 5,767 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 15 Dec, 2025 | Allison Green | Common Stock | D | 4,232 | $9.24 | 189,805 | D | F |
| 15 Dec, 2025 | Mark D Klein | Common Stock | D | 17,017 | $9.24 | 1,671,021 | 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 |
| 11 Aug, 2025 | Mark D Klein | Common Stock | A | 4,571 | $8.69 | 1,520,590 | D | P |
| 12 Aug, 2025 | Mark D Klein | Common Stock | A | 10,000 | $8.45 | 1,530,590 | D | P |
| 28 May, 2025 | Leonard Potter | Common Stock | A | 7,812 | $0.00 | 102,279 | D | A |
| 28 May, 2025 | Leonard Potter | Common Stock | A | 7,812 | $0.00 | 102,279 | D | A |
| 28 May, 2025 | Marc Mazur | Common Stock | A | 7,812 | $0.00 | 65,414 | D | A |
| 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 | Common Stock | A | 50,000 | $0.00 | 197,313 | D | A |
| 09 May, 2025 | Mark D Klein | Common Stock | A | 16,500 | $5.26 | 1,216,019 | D | P |
| 10 Feb, 2025 | Mark D Klein | Common Stock | D | 32,858 | $6.17 | 1,199,519 | D | F |
| 10 Feb, 2025 | Allison Green | Common Stock | D | 9,849 | $6.17 | 147,313 | D | F |
| 16 Dec, 2024 | Mark D Klein | Common Stock | D | 17,017 | $6.02 | 1,232,377 | D | F |
| 16 Dec, 2024 | Allison Green | Common Stock | D | 4,571 | $6.02 | 157,162 | D | F |