As of July 26, 2026, Bloomia Holdings's top three insider holders are Nicholas John Swenson (Director, 836.13K shares), Kristine A Glancy (President Ceo, 43.10K shares), Kristine A Glancy (President Ceo, 36.75K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Nicholas John Swenson | - | 0 | 836,134 | 06 Apr, 2026 |
| Jacob J Berning | - | 14,961 | 0 | 08 Aug, 2022 |
| Kristine A Glancy | President Ceo | 43,096 | 0 | 03 Sep, 2021 |
| Loren A Unterseher | - | 11,811 | 0 | 08 Aug, 2022 |
| Adam D May | Chief Growth Officer | 14,290 | 0 | 10 Jan, 2022 |
| Zackery Weber | Sr Dir Fin Plng Interim Pao | 8,230 | 0 | 10 Jan, 2022 |
| Mark Jundt | Co Ceo | 2,528 | 0 | 05 Jan, 2026 |
| Elizabeth E. Mcshane | Chief Financial Officer | 221 | 0 | 05 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Apr, 2026 | Nicholas John Swenson | Common Stock | A | 696,690 | $4.05 | 836,134 | I | X |
| 02 Apr, 2026 | Nicholas John Swenson | Common Stock | A | 696,690 | $4.05 | 836,134 | I | X |
| 02 Apr, 2026 | Nicholas John Swenson | Common Stock | A | 696,690 | $4.05 | 836,134 | I | X |
| 02 Apr, 2026 | Nicholas John Swenson | Subscription Rights (right to buy) | D | 696,690 | $0.00 | 0 | D | X |
| 02 Apr, 2026 | Nicholas John Swenson | Subscription Rights (right to buy) | D | 696,690 | $0.00 | 0 | D | X |
| 02 Apr, 2026 | Nicholas John Swenson | Subscription Rights (right to buy) | D | 696,690 | $0.00 | 0 | D | X |
| 31 Dec, 2025 | Mary Herfurth | Common Stock Equivalent | A | 1,594 | $3.45 | 11,795 | D | A |
| 31 Dec, 2025 | Elizabeth E. Mcshane | Common Stock | A | 221 | $0.00 | 221 | D | J |
| 31 Dec, 2025 | Matthew Kelly | Common Stock Equivalents | A | 1,231 | $3.45 | 9,112 | D | A |
| 31 Dec, 2025 | Mark Jundt | Common Stock | A | 1,428 | $0.00 | 2,528 | D | J |
| 31 Dec, 2025 | Elizabeth E. Mcshane | Common Stock | A | 221 | $0.00 | 221 | D | J |
| 31 Dec, 2025 | Elizabeth E. Mcshane | Common Stock | A | 221 | $0.00 | 221 | D | J |
| 31 Dec, 2025 | Chad Bruce Johnson | Common Stock Equivalent | A | 1,231 | $3.45 | 14,663 | D | A |
| 31 Dec, 2025 | Elizabeth E. Mcshane | Common Stock | A | 221 | $0.00 | 221 | D | J |
| 31 Dec, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,594 | - | 13,191 | D | A |
| 31 Dec, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,594 | - | 13,191 | D | A |
| 31 Dec, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,594 | - | 13,191 | D | A |
| 31 Dec, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,594 | - | 13,191 | D | A |
| 30 Sep, 2025 | Matthew Kelly | Common Stock Equivalent | A | 779 | $5.45 | 7,881 | D | A |
| 30 Sep, 2025 | Mary Herfurth | Common Stock Equivalent | A | 1,008 | $5.45 | 10,201 | D | A |