Through the 90-day period concluding February 19, 2026, SWK Holdings's top three insider stakeholders include President Joe David Jr Staggs (123.77K shares), Chief Executive Officer Winston L Iii Black (99.74K shares), Director Michael Weinberg (76.60K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Joe David Jr Staggs | President | 123,766 | 17 Apr, 2025 |
| Winston L Iii Black | Chief Executive Officer | 99,737 | 21 Sep, 2022 |
| Michael Weinberg | 76,602 | 12 Jan, 2022 | |
| Dana Blair Baker | 41,625 | 12 Jan, 2022 | |
| Christopher W Haga | 37,233 | 12 Jan, 2022 | |
| Edward B Stead | 26,690 | 12 Jan, 2022 | |
| Marcus Edward Pennington | 22,227 | 01 Jul, 2024 | |
| Laurie L. Dotter | 16,791 | 18 Jun, 2025 | |
| Robert K. Hatcher | 16,662 | 18 Jun, 2025 | |
| Adam Rice | Chief Financial Officer | 15,247 | 04 Feb, 2025 |
| Jerry Albright | 10,832 | 18 Jun, 2025 | |
| Aaron G.L. Fletcher | 9,873 | 12 Jan, 2022 | |
| Yvette M Heinrichson | Chief Financial Officer | 8,621 | 05 Oct, 2022 |
| Wendy F Dicicco | 6,182 | 04 Jan, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Jun, 2025 | Laurie L. Dotter | Common Stock | A | 3,858 | $14.26 | 16,791 | D | A |
| 16 Jun, 2025 | Robert K. Hatcher | Common Stock | A | 3,858 | $14.26 | 16,662 | D | A |
| 16 Jun, 2025 | Jerry Albright | Common Stock | A | 3,858 | $14.26 | 10,832 | D | A |
| 15 Apr, 2025 | Joe David Jr Staggs | Common Stock | A | 18,750 | $12.50 | 149,623 | D | M |
| 15 Apr, 2025 | Joe David Jr Staggs | Common Stock | A | 15,000 | $9.61 | 130,873 | D | M |
| 15 Apr, 2025 | Joe David Jr Staggs | Common Stock | D | 25,857 | $18.10 | 123,766 | D | F |
| 31 Jan, 2025 | Joe David Jr Staggs | Common Stock | A | 36,700 | $0.00 | 115,873 | D | A |
| 31 Jan, 2025 | Adam Rice | Common Stock | A | 9,175 | $0.00 | 15,247 | D | A |
| 31 Jan, 2025 | Adam Rice | - | - | 15,247 | D | |||
| 23 Oct, 2024 | Capital, L.P. Carlson | Common Stock, par value $0.01 per share (the "Common Stock") | D | 600,678 | $0.00 | 0 | I | J |
| 23 Oct, 2024 | Capital, L.P. Carlson | - | - | 0 | I | |||
| 03 Jul, 2024 | Adam Rice | Common Stock | A | 6,072 | $0.00 | 6,072 | D | A |
| 03 Jul, 2024 | Adam Rice | - | - | 6,072 | D | |||
| 01 Jul, 2024 | Marcus Edward Pennington | Common Stock | A | 1,051 | $16.89 | 22,227 | D | A |
| 27 Jun, 2024 | Laurie L. Dotter | Common Stock | A | 3,253 | $16.91 | 12,933 | D | A |
| 27 Jun, 2024 | Marcus Edward Pennington | Common Stock | A | 3,253 | $16.91 | 21,176 | D | A |
| 27 Jun, 2024 | Robert K. Hatcher | Common Stock | A | 3,253 | $16.91 | 12,804 | D | A |
| 27 Jun, 2024 | Jerry Albright | Common Stock | A | 3,253 | $16.91 | 6,974 | D | A |
| 01 Apr, 2024 | Laurie L. Dotter | Common Stock | A | 815 | $16.88 | 9,680 | D | A |
| 01 Apr, 2024 | Marcus Edward Pennington | Common Stock | A | 1,051 | $16.88 | 17,108 | D | A |