Bloomia Holdings's top three insider shareholders as of April 17, 2026 are Nicholas John Swenson (Director, 836.13K shares), Daniel C. Philp (Co Ceo, 60.50K shares), Kristine A Glancy (President Ceo, 43.10K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Nicholas John Swenson | - | 0 | 836,134 | 06 Apr, 2026 |
| Daniel C. Philp | Co Ceo | 60,499 | 0 | 05 Jan, 2026 |
| Kristine A Glancy | President Ceo | 43,096 | 0 | 03 Sep, 2021 |
| Kristine A Glancy | President Ceo | 36,751 | 0 | 10 Jan, 2022 |
| Jacob J Berning | - | 14,961 | 0 | 08 Aug, 2022 |
| Adam D May | Chief Growth Officer | 14,290 | 0 | 10 Jan, 2022 |
| Adam D May | Chief Growth Officer | 14,290 | 0 | 10 Jan, 2022 |
| Loren A Unterseher | - | 11,811 | 0 | 08 Aug, 2022 |
| Loren A Unterseher | - | 11,811 | 0 | 08 Aug, 2022 |
| Zackery Weber | Sr Dir Fin Plng Interim Pao | 8,230 | 0 | 10 Jan, 2022 |
| Zackery Weber | Sr Dir Fin Plng Interim Pao | 8,230 | 0 | 10 Jan, 2022 |
| Chad Bruce Johnson | - | 5,900 | 0 | 08 Aug, 2022 |
| Nicholas John Swenson | - | 3,300 | 0 | 08 Aug, 2022 |
| Nicholas John Swenson | - | 3,300 | 0 | 08 Aug, 2022 |
| Mark Jundt | Co Ceo | 2,528 | 0 | 05 Jan, 2026 |
| Elizabeth E. Mcshane | Chief Financial Officer | 221 | 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 | Subscription Rights (right to buy) | D | 696,690 | $0.00 | 0 | D | X |
| 31 Dec, 2025 | Matthew Kelly | Common Stock Equivalents | A | 1,231 | $3.45 | 9,112 | D | A |
| 31 Dec, 2025 | Mary Herfurth | Common Stock Equivalent | A | 1,594 | $3.45 | 11,795 | D | A |
| 31 Dec, 2025 | Daniel C. Philp | Common Stock | A | 1,428 | $0.00 | 60,499 | 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 | Mark Jundt | Common Stock | A | 1,428 | $0.00 | 2,528 | D | J |
| 31 Dec, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,594 | - | 13,191 | D | A |
| 30 Sep, 2025 | Mary Herfurth | Common Stock Equivalent | A | 1,008 | $5.45 | 10,201 | D | A |
| 30 Sep, 2025 | Chad Bruce Johnson | Common Stock Equivalent | A | 779 | $5.45 | 13,432 | D | A |
| 30 Sep, 2025 | Matthew Kelly | Common Stock Equivalent | A | 779 | $5.45 | 7,881 | D | A |
| 30 Sep, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,008 | $5.45 | 11,597 | D | A |
| 30 Jun, 2025 | Chad Bruce Johnson | Common Stock Equivalent | A | 844 | $5.03 | 12,653 | D | A |
| 30 Jun, 2025 | Mary Herfurth | Common Stock Equivalent | A | 1,093 | $5.03 | 9,193 | D | A |
| 30 Jun, 2025 | Matthew Kelly | Common Stock Equivalent | A | 844 | $5.03 | 7,102 | D | A |
| 30 Jun, 2025 | Nicholas John Swenson | Common Stock Equivalent | A | 1,093 | $5.03 | 10,589 | D | A |
| 31 Mar, 2025 | Chad Bruce Johnson | Common Stock Equivalent | A | 1,133 | $3.75 | 11,809 | D | A |
| 31 Mar, 2025 | Mary Herfurth | Common Stock Equivalent | A | 1,466 | $3.75 | 8,100 | D | A |
| 31 Mar, 2025 | Matthew Kelly | Common Stock Equivalent | A | 1,133 | $3.75 | 6,258 | D | A |