As of April 22, 2026, Upexi's top three insider holders are Allan Marshall (Chief Executive Officer, 2.94Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Allan Marshall | Chief Executive Officer | 2,939,654 | 0 | 18 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2024 | Allan Marshall | Common Stock | A | 13,623 | $0.60 | 2,875,504 | D | P |
| 12 Mar, 2024 | Allan Marshall | Common Stock | A | 64,150 | $0.57 | 2,939,654 | D | P |
| 05 Mar, 2024 | Allan Marshall | Common Stock | A | 103,013 | $0.70 | 2,861,881 | D | P |
| 15 Dec, 2023 | Allan Marshall | Common Stock | A | 4,535 | $0.91 | 2,758,868 | D | P |
| 14 Dec, 2023 | Allan Marshall | Common Stock | A | 8,381 | $0.98 | 2,767,249 | D | P |
| 07 Dec, 2023 | Allan Marshall | Common Stock | A | 90,001 | $0.94 | 2,754,333 | D | P |
| 04 Dec, 2023 | Allan Marshall | Common Stock | A | 34,178 | $0.71 | 2,645,036 | D | P |
| 05 Dec, 2023 | Allan Marshall | Common Stock | A | 19,296 | $0.84 | 2,664,332 | D | P |
| 15 Nov, 2023 | Allan Marshall | Common Stock Warrants | A | 375,000 | $0.00 | 2,458,333 | D | P |
| 22 May, 2023 | Allan Marshall | Common Stock | A | 22,776 | $3.41 | 2,610,858 | D | P |
| 15 Mar, 2023 | Allan Marshall | Common Stock | A | 4,334 | $4.33 | 2,579,415 | D | P |
| 16 Mar, 2023 | Allan Marshall | Common Stock | A | 4,572 | $4.48 | 2,583,987 | D | P |
| 17 Mar, 2023 | Allan Marshall | Common Stock | A | 4,095 | $4.41 | 2,588,082 | D | P |
| 14 Dec, 2022 | Allan Marshall | Common Stock | A | 10,000 | $3.75 | 2,567,778 | D | P |
| 15 Dec, 2022 | Allan Marshall | Common Stock | A | 2,725 | $3.66 | 2,570,503 | D | P |
| 16 Dec, 2022 | Allan Marshall | Common Stock | A | 4,578 | $3.59 | 2,575,081 | D | P |
| 09 Dec, 2022 | Allan Marshall | Common Stock | A | 12,000 | $4.11 | 2,557,778 | D | P |
| 01 Dec, 2022 | Allan Marshall | Common Stock | A | 18,475 | $3.96 | 2,545,778 | D | P |
| 30 Sep, 2022 | Gene Salkind | Stock Option Grant (right to buy) | A | 50,000 | $0.00 | 50,000 | D | A |
| 30 Sep, 2022 | Lawrence Dugan | Stock Option Grant (right to buy) | A | 50,000 | $0.00 | 50,000 | D | A |