As of March 23, 2026, the three largest insider holders of SUNE are Jeffrey J. Conroy (TenPercentOwner, 2.19Mn shares), Pacific Growth Investment Advisors, Llc Northern (TenPercentOwner, 1.61Mn shares), Scott Honour (Director, 1.08Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffrey J. Conroy | 2,194,690 | 0 | 15 Oct, 2024 | |
| Pacific Growth Investment Advisors, Llc Northern | 0 | 1,614,438 | 16 Dec, 2022 | |
| Scott Honour | 0 | 1,075,418 | 06 Jun, 2024 | |
| Kyle Udseth | Chief Executive Officer | 388,532 | 0 | 17 May, 2024 |
| Roger Hd Lacey | Chairman/Interim Ceo | 158,891 | 0 | 04 Aug, 2021 |
| Kristin Hlavka | Corporate Controller | 93,928 | 0 | 17 May, 2024 |
| Mark Fandrich | Vice President/Cfo | 61,802 | 0 | 04 Aug, 2021 |
| Richard A Primuth | 50,270 | 0 | 04 Aug, 2021 | |
| Scott Fluegge | Vp Of It | 49,907 | 0 | 05 Aug, 2021 |
| Marilyn S. Adler | 30,190 | 0 | 10 Jan, 2024 | |
| Scott Honour | 30,190 | 0 | 10 Jan, 2024 | |
| Steven Webster | 25,819 | 0 | 04 Aug, 2021 | |
| Kristin Hlavka | Controller | 23,935 | 0 | 04 Aug, 2021 |
| Anita Kumar | President/Ceo | 22,155 | 0 | 04 Aug, 2021 |
| Tom Holland | 0 | 21,102 | 22 Nov, 2023 | |
| Michael R. Zapata | 15,962 | 0 | 22 Sep, 2022 | |
| Pacific Growth Investment Advisors, Llc Northern | 12,500 | 0 | 04 Apr, 2022 | |
| Randall D Sampson | 11,572 | 0 | 17 Jun, 2024 | |
| Mike Siegler | Senior Vice President | 9,843 | 0 | 04 Aug, 2021 |
| Eric Ingvaldson | Chief Financial Officer | 7,625 | 0 | 23 Aug, 2024 |
| Tom Holland | 5,012 | 0 | 17 Jun, 2024 | |
| Scott Maskin | 4,590 | 0 | 12 Dec, 2024 | |
| James Robert Brennan | Chief Operating Officer | 2,731 | 0 | 12 Dec, 2024 |
| Roger Hd Lacey | 2,000 | 0 | 13 Dec, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Dec, 2024 | Roger Hd Lacey | Common Stock | A | 1,200 | $2.85 | 1,520 | D | P |
| 11 Dec, 2024 | Roger Hd Lacey | Common Stock | A | 480 | $2.80 | 2,000 | D | P |
| 11 Dec, 2024 | James Robert Brennan | Common Stock | A | 2,000 | $2.81 | 2,731 | D | P |
| 11 Dec, 2024 | Scott Maskin | Common Stock | A | 3,500 | $2.81 | 4,590 | D | P |
| 10 Oct, 2024 | Jeffrey J. Conroy | Common Stock | A | 350,704 | $0.12 | 2,210,704 | D | P |
| 10 Oct, 2024 | Jeffrey J. Conroy | Common Stock | D | 16,014 | $0.11 | 2,194,690 | D | S |
| 09 Oct, 2024 | Jeffrey J. Conroy | Common Stock | A | 333,921 | $0.11 | 1,889,010 | D | P |
| 09 Oct, 2024 | Jeffrey J. Conroy | Common Stock | D | 29,010 | $0.11 | 1,860,000 | D | S |
| 21 Aug, 2024 | Eric Ingvaldson | Common Stock | D | 2,663 | $0.87 | 7,625 | D | S |
| 13 Jun, 2024 | Randall D Sampson | Common Stock | A | 6,700 | $1.45 | 11,572 | D | P |
| 14 Jun, 2024 | Tom Holland | Common Stock | A | 3,000 | $1.31 | 5,012 | D | P |
| 13 Jun, 2024 | Scott Maskin | Common Stock | A | 15,000 | $1.43 | 54,544 | D | P |
| 13 Jun, 2024 | Roger Hd Lacey | Common Stock | A | 12,250 | $1.65 | 17,009 | D | P |
| 04 Jun, 2024 | Scott Honour | Common Stock | D | 50,000 | $0.21 | 1,075,418 | I | S |
| 15 May, 2024 | Kristin Hlavka | Common Stock | D | 7,906 | $0.09 | 93,928 | D | F |
| 15 May, 2024 | Kyle Udseth | Common Stock | D | 10,768 | $0.09 | 388,532 | D | F |
| 15 May, 2024 | Eric Ingvaldson | Common Stock | D | 8,839 | $0.09 | 154,333 | D | F |
| 20 Mar, 2024 | Kyle Udseth | Common Stock | D | 27,265 | $0.07 | 399,300 | D | F |
| 20 Mar, 2024 | Kristin Hlavka | Common Stock | D | 4,544 | $0.07 | 101,834 | D | F |
| 08 Jan, 2024 | Roger Hd Lacey | Common Stock | A | 15,000 | $0.00 | 71,412 | D | A |