Through the 90-day period concluding January 22, 2026, Upexi's top three insider stakeholders include Chief Executive Officer Allan Marshall (146.98K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Allan Marshall | Chief Executive Officer | 146,983 | 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2024 | Allan Marshall | Common Stock | A | 64,150 | $0.57 | 146,983 | D | P |
| 11 Mar, 2024 | Allan Marshall | Common Stock | A | 13,623 | $0.60 | 143,775 | D | P |
| 05 Mar, 2024 | Allan Marshall | Common Stock | A | 103,013 | $0.70 | 143,094 | D | P |
| 15 Dec, 2023 | Allan Marshall | Common Stock | A | 4,535 | $0.91 | 137,943 | D | P |
| 14 Dec, 2023 | Allan Marshall | Common Stock | A | 8,381 | $0.98 | 138,362 | D | P |
| 07 Dec, 2023 | Allan Marshall | Common Stock | A | 90,001 | $0.94 | 137,717 | D | P |
| 05 Dec, 2023 | Allan Marshall | Common Stock | A | 19,296 | $0.84 | 133,217 | D | P |
| 04 Dec, 2023 | Allan Marshall | Common Stock | A | 34,178 | $0.71 | 132,252 | D | P |
| 22 May, 2023 | Allan Marshall | Common Stock | A | 22,776 | $3.41 | 130,543 | D | P |
| 17 Mar, 2023 | Allan Marshall | Common Stock | A | 4,095 | $4.41 | 129,404 | D | P |
| 16 Mar, 2023 | Allan Marshall | Common Stock | A | 4,572 | $4.48 | 129,199 | D | P |
| 15 Mar, 2023 | Allan Marshall | Common Stock | A | 4,334 | $4.33 | 128,971 | D | P |
| 16 Dec, 2022 | Allan Marshall | Common Stock | A | 4,578 | $3.59 | 128,754 | D | P |
| 15 Dec, 2022 | Allan Marshall | Common Stock | A | 2,725 | $3.66 | 128,525 | D | P |
| 14 Dec, 2022 | Allan Marshall | Common Stock | A | 10,000 | $3.75 | 128,389 | D | P |
| 09 Dec, 2022 | Allan Marshall | Common Stock | A | 12,000 | $4.11 | 127,889 | D | P |
| 01 Dec, 2022 | Allan Marshall | Common Stock | A | 18,475 | $3.96 | 127,289 | D | P |