| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Kim A. Rivers | Chairman And Ceo | 3,175,920 | 0 | 17 Mar, 2026 |
| Thad Beshears | - | 0 | 3,000,000 | 12 Mar, 2024 |
| Thad Beshears | - | 2,487,043 | 0 | 17 Mar, 2026 |
| Steven Matthew White | President | 2,400,674 | 0 | 25 May, 2022 |
| Richard S. May | - | 593,534 | 0 | 17 Mar, 2026 |
| Jason Pernell | President | 581,795 | 0 | 17 Mar, 2026 |
| Kyle Landrum | Chief Production Officer | 258,776 | 0 | 17 Mar, 2026 |
| Eric Powers | Chief Legal Officer | 245,311 | 0 | 17 Mar, 2026 |
| Nilyum Jhala | Chief Technology Officer | 239,254 | 0 | 17 Mar, 2026 |
| Gina Collins | Chief Marketing Officer | 188,916 | 0 | 13 Aug, 2025 |
| Timothy Morey | Chief Sales Officer | 174,709 | 0 | 08 Dec, 2025 |
| Christine Ann Hersey | Chief Corp Affairs Strategy | 143,767 | 0 | 17 Mar, 2026 |
| Brett R. Walsh | Chief Accounting Officer | 140,305 | 0 | 17 Mar, 2026 |
| Alex D'Amico | Chief Financial Officer | 82,869 | 0 | 03 Jan, 2023 |
| Ryan Blust | Interim Cfo | 77,038 | 0 | 13 Aug, 2025 |
| Joy Malivuk | Chief Accounting Officer | 74,289 | 0 | 08 Dec, 2025 |
| Peter Healy | - | 72,673 | 0 | 17 Mar, 2026 |
| Thomas L Millner | - | 72,543 | 0 | 17 Mar, 2026 |
| Jane Cecil Morreau | - | 65,778 | 0 | 17 Mar, 2026 |
| Susan Thronson | - | 64,543 | 0 | 17 Mar, 2026 |
| Marie Zhang | Chief Operating Officer | 58,800 | 0 | 13 Nov, 2024 |
| Jan Reese | Chief Financial Officer | 58,594 | 0 | 17 Mar, 2026 |
| Wes Getman | Chief Financial Officer | 47,000 | 0 | 13 Dec, 2024 |
| Giannella Alvarez | - | 44,732 | 0 | 20 May, 2024 |
| Matthew J. Foulston | - | 34,767 | 0 | 17 Mar, 2026 |
| Susan Thronson | - | 0 | 9,740 | 13 Aug, 2025 |
| Rebecca L. Young | Chief Accounting Officer | 8,729 | 0 | 28 Feb, 2022 |
| Nilyum Jhala | Chief Technology Officer | 0 | 6,000 | 14 Nov, 2024 |
| Eric Powers | Chief Legal Officer | 0 | 1,000 | 14 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Peter Healy | Subordinate Voting Shares | A | 23,438 | $0.00 | 72,673 | D | A |
| 13 Mar, 2026 | Thad Beshears | Subordinate Voting Shares | A | 23,438 | $0.00 | 2,487,043 | D | A |
| 13 Mar, 2026 | Jane Cecil Morreau | Subordinate Voting Shares | A | 23,438 | $0.00 | 65,778 | D | A |
| 13 Mar, 2026 | Brett R. Walsh | Subordinate Voting Shares | A | 28,711 | $0.00 | 140,305 | D | A |
| 13 Mar, 2026 | Thomas L Millner | Subordinate Voting Shares | A | 23,438 | $0.00 | 72,543 | D | A |
| 13 Mar, 2026 | Eric Powers | Subordinate Voting Shares | A | 58,594 | $0.00 | 245,311 | D | A |
| 13 Mar, 2026 | Kyle Landrum | Subordinate Voting Shares | A | 58,594 | $0.00 | 258,776 | D | A |
| 13 Mar, 2026 | Nilyum Jhala | Subordinate Voting Shares | A | 58,594 | $0.00 | 239,254 | D | A |
| 03 Mar, 2026 | Kim A. Rivers | Subordinate Voting Shares | A | 820,000 | $0.00 | 2,957,170 | D | C |
| 13 Mar, 2026 | Jason Pernell | Subordinate Voting Shares | A | 58,594 | $0.00 | 581,795 | D | A |
| 13 Mar, 2026 | Susan Thronson | Subordinate Voting Shares | A | 23,438 | $0.00 | 64,543 | D | A |
| 13 Mar, 2026 | Jan Reese | Subordinate Voting Shares | A | 58,594 | $0.00 | 58,594 | D | A |
| 13 Mar, 2026 | Richard S. May | Subordinate Voting Shares | A | 23,438 | $0.00 | 593,534 | D | A |
| 13 Mar, 2026 | Matthew J. Foulston | Subordinate Voting Shares | A | 23,438 | $0.00 | 34,767 | D | A |
| 13 Mar, 2026 | Christine Ann Hersey | Subordinate Voting Shares | A | 58,594 | $0.00 | 143,767 | D | A |
| 13 Mar, 2026 | Kim A. Rivers | Subordinate Voting Shares | A | 218,750 | $0.00 | 3,175,920 | D | A |
| 13 Mar, 2026 | Christine Ann Hersey | Stock Option (Right to Buy) | A | 41,668 | $0.00 | 41,668 | D | A |
| 13 Mar, 2026 | Jason Pernell | Stock Option (Right to Buy) | A | 41,668 | $0.00 | 41,668 | D | A |
| 13 Mar, 2026 | Kyle Landrum | Stock Option (Right to Buy) | A | 41,668 | $0.00 | 41,668 | D | A |
| 13 Mar, 2026 | Jan Reese | Stock Option (Right to Buy) | A | 41,668 | $0.00 | 41,668 | D | A |