| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Bart Caraway | - | 164,160 | 0 | 17 Mar, 2026 |
| Dennis Bonnen | - | 152,059 | 0 | 16 Jun, 2025 |
| Joseph Stunja | - | 0 | 129,024 | 26 Jun, 2023 |
| Richard J Mcwhorter | Chief Financial Officer | 128,061 | 0 | 17 Mar, 2026 |
| Richard J Mcwhorter | Chief Financial Officer | 0 | 94,681 | 12 May, 2023 |
| William Bobbora | - | 51,855 | 0 | 17 Mar, 2026 |
| Reagan Swinbank | - | 42,557 | 0 | 27 May, 2025 |
| Martin Basaldua | - | 0 | 37,525 | 03 Feb, 2022 |
| W. Donald Brunson | - | 37,268 | 0 | 02 Dec, 2025 |
| Jeffrey A Wilkinson | - | 32,055 | 0 | 09 Mar, 2026 |
| Troy Andrew Glander | - | 28,833 | 0 | 30 Oct, 2025 |
| Martin Basaldua | - | 19,793 | 0 | 27 May, 2025 |
| Audrey Spaulding | - | 16,279 | 0 | 17 Mar, 2026 |
| Joseph Stunja | - | 16,226 | 0 | 27 May, 2025 |
| William Bobbora | - | 0 | 11,750 | 30 Jul, 2025 |
| Vicki Alexander | - | 10,897 | 0 | 18 Mar, 2025 |
| Carolyn Bailey | - | 9,716 | 0 | 11 Feb, 2026 |
| David R Phelps | - | 8,439 | 0 | 27 May, 2025 |
| Norma Galloway | - | 7,864 | 0 | 30 May, 2023 |
| Donald C Legato | - | 7,500 | 0 | 24 Feb, 2022 |
| Shelton Mcdonald | - | 7,476 | 0 | 27 May, 2025 |
| Michael Deckert | - | 5,847 | 1,473 | 02 May, 2023 |
| Greg Bonnen | - | 4,871 | 0 | 30 May, 2025 |
| Mary Stich | - | 2,919 | 0 | 30 May, 2025 |
| Christopher Seay Peacock | - | 2,158 | 0 | 17 Mar, 2026 |
| Liz Eber | - | 1,991 | 0 | 17 Mar, 2026 |
| Lynn Eisenhart | - | 1,612 | 0 | 27 May, 2025 |
| Carolyn Bailey | - | 0 | 1,600 | 16 Nov, 2021 |
| Audrey Duncan | - | 0 | 1,500 | 17 Nov, 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 Mar, 2026 | Jeffrey A Wilkinson | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Greg Bonnen | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 15 Mar, 2026 | Liz Eber | Common Stock | A | 1,338 | $0.00 | 1,991 | D | A |
| 15 Mar, 2026 | Christopher Seay Peacock | Common Stock | A | 669 | $0.00 | 2,158 | D | A |
| 16 Mar, 2026 | Carolyn Bailey | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Lynn Eisenhart | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 15 Mar, 2026 | Audrey Spaulding | Common Stock | A | 1,338 | $0.00 | 16,279 | D | A |
| 15 Mar, 2026 | Richard J Mcwhorter | Common Stock | A | 3,180 | $0.00 | 128,061 | D | A |
| 16 Mar, 2026 | Troy Andrew Glander | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Dennis Bonnen | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Martin Basaldua | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Joseph Stunja | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | David R Phelps | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 15 Mar, 2026 | Bart Caraway | Common Stock | A | 32,136 | $0.00 | 164,160 | D | A |
| 16 Mar, 2026 | Reagan Swinbank | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Shelton Mcdonald | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Clint Tuxberry Greenleaf | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 15 Mar, 2026 | William Bobbora | Common Stock | A | 3,549 | $0.00 | 51,855 | D | A |
| 16 Mar, 2026 | W. Donald Brunson | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |
| 16 Mar, 2026 | Mary Stich | Stock Option (right to buy) | A | 3,600 | $0.00 | 3,600 | D | A |