Upexi's top three insider shareholders as of September 29, 2026 are Allan Marshall (Chief Executive Officer, 146.98K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Allan Marshall | Chief Executive Officer | 146,983 | 0 | 146,983 | 100.0% | 18 Mar, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2024 | Allan Marshall | Chief Executive Officer | Acquired P | 13,623 | $12.00 | $163.48K | 143,775 | Direct |
| 12 Mar, 2024 | Allan Marshall | Chief Executive Officer | Acquired P | 64,150 | $11.40 | $731.31K | 146,983 | Direct |
| 05 Mar, 2024 | Allan Marshall | Chief Executive Officer | Acquired P | 103,013 | $14.00 | $1.44Mn | 143,094 | Direct |
| 15 Dec, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 4,535 | $18.20 | $82.54K | 137,943 | Direct |
| 14 Dec, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 8,381 | $19.60 | $164.27K | 138,362 | Direct |
| 07 Dec, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 90,001 | $18.88 | $1.70Mn | 137,717 | Direct |
| 04 Dec, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 34,178 | $14.25 | $487.17K | 132,252 | Direct |
| 05 Dec, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 19,296 | $16.89 | $325.87K | 133,217 | Direct |
| 15 Nov, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 375,000 | $0.00 | $0 | 122,917 | Direct |
| 22 May, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 22,776 | $68.26 | $1.55Mn | 130,543 | Direct |
| 15 Mar, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 4,334 | $86.54 | $375.08K | 128,971 | Direct |
| 16 Mar, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 4,572 | $89.59 | $409.59K | 129,199 | Direct |
| 17 Mar, 2023 | Allan Marshall | Chief Executive Officer | Acquired P | 4,095 | $88.28 | $361.50K | 129,404 | Direct |
| 14 Dec, 2022 | Allan Marshall | Chief Executive Officer | Acquired P | 10,000 | $75.00 | $750.00K | 128,389 | Direct |
| 15 Dec, 2022 | Allan Marshall | Chief Executive Officer | Acquired P | 2,725 | $73.20 | $199.47K | 128,525 | Direct |
| 16 Dec, 2022 | Allan Marshall | Chief Executive Officer | Acquired P | 4,578 | $71.80 | $328.70K | 128,754 | Direct |
| 09 Dec, 2022 | Allan Marshall | Chief Executive Officer | Acquired P | 12,000 | $82.20 | $986.40K | 127,889 | Direct |
| 01 Dec, 2022 | Allan Marshall | Chief Executive Officer | Acquired P | 18,475 | $79.20 | $1.46Mn | 127,289 | Direct |
| 30 Sep, 2022 | Gene Salkind | Director, TenPercentOwner | Acquired A | 50,000 | $0.00 | $0 | 2,500 | Direct |
| 30 Sep, 2022 | Thomas Charles Williams | Director | Acquired A | 50,000 | $0.00 | $0 | 2,500 | Direct |