Expion360's three largest insider shareholders as of March 23, 2026 are John Henry Yozamp (TenPercentOwner, 1.69Mn shares), Brian Paul Schaffner (Director, 160.49K shares), Carson E. Heagen (Chief Operating Officer, 148.93K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John Henry Yozamp | 1,692,182 | 0 | 06 Jun, 2024 | |
| Brian Paul Schaffner | 160,493 | 0 | 20 Nov, 2025 | |
| Carson E. Heagen | Chief Operating Officer | 148,925 | 0 | 20 Nov, 2025 |
| Shawna Lee Bowin | Chief Financial Officer | 104,370 | 0 | 21 Oct, 2025 |
| Gregory Scott Aydelott | Chief Financial Officer | 65,740 | 0 | 17 Jan, 2024 |
| Paul Thomas Shoun | President | 18,725 | 0 | 10 Apr, 2025 |
| Steve Shum | 10,522 | 0 | 01 Aug, 2025 | |
| George Lefevre | 10,422 | 0 | 01 Aug, 2025 | |
| Tien Quoc Nguyen | 10,122 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Oct, 2025 | Carson E. Heagen | Common Stock | A | 100,000 | $0.00 | 148,925 | D | A |
| 16 Oct, 2025 | Brian Paul Schaffner | Common Stock | A | 100,000 | $0.00 | 160,493 | D | A |
| 17 Oct, 2025 | Shawna Lee Bowin | Common Stock | A | 100,000 | $0.00 | 104,370 | D | A |
| 16 Oct, 2025 | Shawna Lee Bowin | Common Stock | A | 100,000 | $0.00 | 104,370 | D | A |
| 31 Jul, 2025 | Carson E. Heagen | Stock Option (Right to Buy) | A | 32,966 | $0.00 | 32,966 | D | A |
| 31 Jul, 2025 | Steve Shum | Common Stock | A | 5,000 | $0.00 | 10,522 | D | A |
| 31 Jul, 2025 | Brian Paul Schaffner | Stock Option (Right to Buy) | A | 43,519 | $0.00 | 43,519 | D | A |
| 31 Jul, 2025 | Paul Thomas Shoun | Stock Option (Right to Buy) | A | 46,281 | $0.00 | 46,281 | D | A |
| 31 Jul, 2025 | Tien Quoc Nguyen | Common Stock | A | 5,000 | $0.00 | 10,122 | D | A |
| 31 Jul, 2025 | George Lefevre | Common Stock | A | 5,000 | $0.00 | 10,422 | D | A |
| 31 Jul, 2025 | George Lefevre | Stock Option (Right to Buy) | A | 5,000 | $0.00 | 5,000 | D | A |
| 31 Jul, 2025 | Steve Shum | Stock Option (Right to Buy) | A | 5,000 | $0.00 | 5,000 | D | A |
| 31 Jul, 2025 | Tien Quoc Nguyen | Stock Option (Right to Buy) | A | 5,000 | $0.00 | 5,000 | D | A |
| 09 Apr, 2025 | Paul Thomas Shoun | Common Stock | A | 15,000 | $0.00 | 18,725 | D | A |
| 09 Apr, 2025 | Brian Paul Schaffner | Common Stock | A | 15,000 | $0.00 | 16,850 | D | A |
| 09 Apr, 2025 | Carson E. Heagen | Common Stock | A | 15,000 | $0.00 | 15,897 | D | A |
| 04 Jun, 2024 | John Henry Yozamp | Common Stock | D | 5,273 | $1.67 | 1,721,909 | D | S |
| 05 Jun, 2024 | John Henry Yozamp | Common Stock | D | 29,727 | $1.57 | 1,692,182 | D | S |
| 16 Jan, 2024 | John Henry Yozamp | Common Stock | D | 23,035 | $4.72 | 1,727,182 | D | S |
| 16 Jan, 2024 | Brian Paul Schaffner | Common Stock | D | 2,643 | $0.00 | 160,975 | D | A |