Comparable stake leader
David B. Rothrock
SEC ownership of Investview, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000862651.
Disclosed value leader
Jayme L. McWidener
Comparable rows
0/9
Latest evidence
28 Jan 2026
- Public ticker
- INVU, INVUP on OTC
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
David B. Rothrock
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
28 Jan 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000862651
- Issuer location
- Haverford, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Investview, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
David B. Rothrock
Disclosed value leader
Jayme L. McWidener
Comparable rows
0/9
Latest evidence
28 Jan 2026
3/4/5
Highest disclosed value: $533,333
9 rows are not safely comparable across share classes.
Showing 1-8 of 9 holder rows.
Quick read
Jayme L. McWidener has the largest disclosed position value at $533.3K.
0 of 9 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Jayme L. McWidener's linked filing trail.
Disclosed position value
Top 5
David B. Rothrock
$458.7K
Jayme L. McWidener
$533.3K
Mario Romano
$475.6K
Annette Raynor
$475.6K
James R. Bell
$412.8K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 9 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David B. Rothrock |
3/4/5
Director, 10%+ Owner
|
—
mixed-class rows
|
$458,667
96,883,334 shares
mixed-class rows
|
— | 24 Jun 2022 |
| Jayme L. McWidener |
3/4/5
Chief Accounting Officer
|
—
class O/S missing
|
$533,333
13,333,333 shares
|
— | 15 Sep 2021 |
| Mario Romano |
3/4/5
Director of Finance, Director
|
—
class O/S missing
|
$475,589
11,889,737 shares
|
— | 30 Dec 2021 |
| Annette Raynor |
3/4/5
Chief Operating Officer, Director
|
—
class O/S missing
|
$475,588
11,889,693 shares
|
— | 30 Dec 2021 |
| James R. Bell |
3/4/5
President, Acting COO., Director
|
—
mixed-class rows
|
$412,800
122,820,000 shares
mixed-class rows
|
— | 24 Jun 2022 |
| Victor M. Oviedo |
3/4/5
Chief Executive Officer, Director
|
—
class O/S missing
|
—
100,000,000 shares
|
— | 24 Jun 2022 |
| Ralph R. Valvano |
3/4/5
Chief Financial Officer
|
—
class O/S missing
|
—
29,375,000 shares
|
— | 24 Jun 2022 |
| Robert Verdun |
3/4/5
Director
|
—
mixed-class rows
|
—
26,050,000 shares
mixed-class rows
|
— | 28 Jan 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 13 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-9 of 9 reporting-owner rows connected to Investview, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
9
Largest Forms 3/4/5 holder
Jayme L. McWidener
Net 12M change
$0
Latest report
28 Jan 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jayme L. McWidener | Chief Accounting Officer | $533,333 | Mixed | 15 Sep 2021 | ||
| Mario Romano | Director of Finance, Director | $475,589 | Mixed | 30 Dec 2021 | ||
| Annette Raynor | Chief Operating Officer, Director | $475,588 | Mixed | 30 Dec 2021 | ||
| David B. Rothrock | Director, 10%+ Owner | $458,667 | Mixed | 24 Jun 2022 | ||
| James R. Bell | President, Acting COO., Director | $412,800 | Mixed | 24 Jun 2022 | ||
| Victor M. Oviedo | Chief Executive Officer, Director | Mixed | 24 Jun 2022 | |||
| Myles P. Gill | Director of Operations | Mixed | 24 Jun 2022 | |||
| Ralph R. Valvano | Chief Financial Officer | Mixed | 24 Jun 2022 | |||
| Robert Verdun | Director | Mixed | 28 Jan 2026 |
Recent insider transactions for Investview, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Verdun | INVU | Stock Option (right to buy) | Award | 25,000,000 | 25,000,000 | 28 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.