As of April 11, 2026, the three largest insider holders of SWBI are Mark Peter Smith (Director, 511.44K shares), Michael F Golden (President And Ceo, 286.64K shares), Deana L Mcpherson (Officer, 137.48K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark Peter Smith | - | 511,435 | 0 | 07 May, 2025 |
| Michael F Golden | President And Ceo | 286,642 | 0 | 14 Sep, 2022 |
| Deana L Mcpherson | - | 137,484 | 0 | 07 May, 2025 |
| Kevin Alden Maxwell | - | 98,914 | 0 | 11 Nov, 2025 |
| Robert L Scott | - | 89,391 | 0 | 17 Sep, 2025 |
| Deana L Mcpherson | - | 71,761 | 0 | 03 May, 2022 |
| Anita D Britt | - | 68,029 | 0 | 17 Sep, 2025 |
| Barry M Monheit | - | 0 | 54,663 | 02 Jul, 2021 |
| John B Furman | - | 54,093 | 0 | 21 Sep, 2023 |
| Susan Jean Cupero | Vice President, Sales | 53,804 | 0 | 07 May, 2025 |
| Fred M Diaz | - | 48,615 | 0 | 17 Sep, 2025 |
| Denis G Suggs | - | 48,315 | 0 | 17 Sep, 2025 |
| Michelle Lohmeier | - | 38,161 | 0 | 17 Sep, 2025 |
| Barry M Monheit | - | 24,822 | 0 | 17 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 Nov, 2025 | Kevin Alden Maxwell | Common Stock | D | 1,211 | $8.61 | 98,914 | D | F |
| 15 Sep, 2025 | Denis G Suggs | Common Stock | A | 12,711 | $0.00 | 48,315 | D | A |
| 15 Sep, 2025 | Anita D Britt | Common Stock | A | 12,711 | $0.00 | 68,029 | D | A |
| 15 Sep, 2025 | Michelle Lohmeier | Common Stock | A | 12,711 | $0.00 | 38,161 | D | A |
| 15 Sep, 2025 | Barry M Monheit | Common Stock | A | 12,711 | $0.00 | 24,822 | D | A |
| 15 Sep, 2025 | Robert L Scott | Common Stock | A | 12,711 | $0.00 | 89,391 | D | A |
| 15 Sep, 2025 | Fred M Diaz | Common Stock | A | 12,711 | $0.00 | 48,615 | D | A |
| 05 May, 2025 | Susan Jean Cupero | Common Stock | D | 447 | $9.18 | 53,804 | D | F |
| 05 May, 2025 | Deana L Mcpherson | Common Stock | D | 615 | $9.18 | 137,484 | D | F |
| 05 May, 2025 | Mark Peter Smith | Common Stock | D | 2,045 | $9.18 | 511,435 | D | F |
| 01 May, 2025 | Susan Jean Cupero | Common Stock | D | 7,176 | $9.22 | 55,562 | D | F |
| 01 May, 2025 | Kevin Alden Maxwell | Common Stock | A | 44,898 | $0.00 | 103,299 | D | A |
| 01 May, 2025 | Deana L Mcpherson | Common Stock | A | 44,898 | $0.00 | 143,121 | D | A |
| 01 May, 2025 | Mark Peter Smith | Common Stock | A | 147,898 | $0.00 | 523,258 | D | A |
| 02 May, 2025 | Susan Jean Cupero | Common Stock | D | 1,311 | $9.41 | 54,251 | D | F |
| 01 May, 2025 | Deana L Mcpherson | Common Stock | D | 4,109 | $9.22 | 139,012 | D | F |
| 01 May, 2025 | Kevin Alden Maxwell | Common Stock | D | 2,512 | $9.22 | 100,787 | D | F |
| 01 May, 2025 | Mark Peter Smith | Common Stock | D | 12,780 | $9.22 | 510,478 | D | F |
| 02 May, 2025 | Mark Peter Smith | Common Stock | D | 3,002 | $9.41 | 513,480 | D | F |
| 02 May, 2025 | Kevin Alden Maxwell | Common Stock | D | 662 | $9.41 | 100,125 | D | F |