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