Through the 90-day period concluding February 19, 2026, Expion360's top three insider stakeholders include Director Brian Paul Schaffner (160.49K shares), Chief Operating Officer Carson E. Heagen (148.93K shares), Chief Financial Officer Shawna Lee Bowin (104.37K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| John Henry Yozamp | 16,922 | 06 Jun, 2024 | |
| Brian Paul Schaffner | 160,493 | 20 Nov, 2025 | |
| Carson E. Heagen | Chief Operating Officer | 148,925 | 20 Nov, 2025 |
| Shawna Lee Bowin | Chief Financial Officer | 104,370 | 21 Oct, 2025 |
| Gregory Scott Aydelott | Chief Financial Officer | 657 | 17 Jan, 2024 |
| Scott R Burell | 40,000 | 21 Oct, 2025 | |
| Paul Thomas Shoun | President | 18,725 | 10 Apr, 2025 |
| Steve Shum | 10,522 | 01 Aug, 2025 | |
| George Lefevre | 10,422 | 01 Aug, 2025 | |
| Tien Quoc Nguyen | 10,122 | 01 Aug, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Oct, 2025 | Shawna Lee Bowin | Common Stock | A | 100,000 | $0.00 | 104,370 | D | A |
| 16 Oct, 2025 | Scott R Burell | Common Stock | A | 40,000 | $0.00 | 40,000 | D | A |
| 16 Oct, 2025 | Brian Paul Schaffner | Common Stock | A | 100,000 | $0.00 | 160,493 | D | A |
| 16 Oct, 2025 | Carson E. Heagen | Common Stock | A | 100,000 | $0.00 | 148,925 | D | A |
| 16 Oct, 2025 | Shawna Lee Bowin | Common Stock | A | 100,000 | $0.00 | 104,370 | D | A |
| 31 Jul, 2025 | George Lefevre | Common Stock | A | 5,000 | $0.00 | 10,422 | D | A |
| 31 Jul, 2025 | Steve Shum | Common Stock | A | 5,000 | $0.00 | 10,522 | D | A |
| 31 Jul, 2025 | Tien Quoc Nguyen | Common Stock | A | 5,000 | $0.00 | 10,122 | D | A |
| 31 Jul, 2025 | Tien Quoc Nguyen | - | - | 10,122 | D | |||
| 09 Apr, 2025 | Brian Paul Schaffner | Common Stock | A | 15,000 | $0.00 | 16,850 | D | A |
| 09 Apr, 2025 | Paul Thomas Shoun | - | - | 18,725 | D | |||
| 09 Apr, 2025 | Paul Thomas Shoun | Common Stock | A | 15,000 | $0.00 | 18,725 | D | A |
| 09 Apr, 2025 | Carson E. Heagen | Common Stock | A | 15,000 | $0.00 | 15,897 | D | A |
| 05 Jun, 2024 | John Henry Yozamp | Common Stock | D | 29,727 | $1.57 | 16,922 | D | S |
| 05 Jun, 2024 | John Henry Yozamp | - | - | 16,922 | D | |||
| 04 Jun, 2024 | John Henry Yozamp | Common Stock | D | 5,273 | $1.67 | 17,219 | D | S |
| 04 Jun, 2024 | John Henry Yozamp | - | - | 17,219 | D | |||
| 16 Jan, 2024 | Brian Paul Schaffner | Common Stock | D | 2,977 | $0.00 | 1,640 | D | A |
| 16 Jan, 2024 | Brian Paul Schaffner | Common Stock | D | 2,643 | $0.00 | 1,610 | D | A |
| 16 Jan, 2024 | Paul Thomas Shoun | Common Stock | D | 2,977 | $0.00 | 3,514 | D | A |