| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 3 | +23,775 | 100% | $98.63 | +$2,345,000 |
| Sells | 0 | ||||
| Net | +3 | +23,775 | 100% | +$2,345,000 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| John Earl | President | $4,349,044 | +$2,320,000 | +114% | 01 Feb 2026 |
| Michelle Ann Mattson | Secretary | $90,647 | +$20,000 | +28% | 01 Feb 2026 |
| Brad Allen | Treasurer | $45,973 | +$5,000 | +12% | 01 Jan 2026 |
| Randi Jean Roessler | Chief Compliance Officer | 26 Mar 2025 | |||
| Kent A. Misener | Director | 26 Mar 2025 | |||
| Daren Shaw | Director | 01 Aug 2025 | |||
| Brandon R. Nielson | Director | 01 Jan 2026 | |||
| H. E. SCRUGGS | Director | 26 Mar 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| John Earl | Class Z Shares | Purchase | 73.9% | $1,500,000 | $98.58 | 15,216 | 35,799 | 01 Feb 2026 | By Earls Gate Investments LLC | |
| Michelle Ann Mattson | Class Z Shares | Purchase | 28.3% | $20,000 | $98.58 | 203 | 920 | 01 Feb 2026 | Direct | |
| Brandon R. Nielson | Class Z Shares | Purchase | 74.7% | 20,270 | 47,397 | 01 Jan 2026 | By Beachrock Holdings, LLC | |||
| John Earl | Class Z Shares | Purchase | 98.6% | 10,135 | 20,415 | 01 Jan 2026 | By Earls Gate Investments LLC | |||
| Brad Allen | Class Z Shares | Purchase | 19.7% | 10,135 | 61,643 | 01 Jan 2026 | By Hallein Holdings LLC | |||
| John Earl | Class Z Shares | Purchase | $820,000 | $98.73 | 8,305 | 8,305 | 01 Dec 2025 | By RWE Investments LLC | ||
| Brad Allen | Class Z Shares | Purchase | 12.2% | $5,000 | $98.73 | 50.64 | 466 | 01 Dec 2025 | By Son | |
| Brad Allen | Class Z Shares | Purchase | 11.1% | 5,063 | 50,732 | 01 Nov 2025 | By Hallein Holdings LLC | |||
| John Earl | Class Z Shares | Purchase | 10,126 | 10,126 | 01 Nov 2025 | By Earls Gate Investments LLC | ||||
| Brad Allen | Class Z Shares | Purchase | 12.9% | 5,066 | 44,214 | 01 Sep 2025 | By Hallein Holdings LLC | |||
| Brad Allen | Class Z Shares | Purchase | 405 | 405 | 01 Sep 2025 | By Son | ||||
| Daren Shaw | Class Y Shares | Purchase | 5,061 | 5,061 | 01 Aug 2025 | By Daren and Louise Shaw Trust | ||||
| Brad Allen | Class Z Shares | Purchase | 5.26% | 121 | 2,412 | 01 May 2025 | By Spouse | |||
| Brad Allen | Class Z Shares | Purchase | 5.59% | 115 | 2,163 | 01 May 2025 | Direct | |||
| Brad Allen | Class Z Shares | Purchase | 40% | 8,984 | 31,439 | 01 Dec 2024 | By Hallein Holdings LLC | |||
| Brad Allen | Class Z Shares | Purchase | 15.4% | 3,005 | 22,456 | 01 Sep 2024 | By Hallein Holdings LLC | |||
| John Earl | Class Z Shares | Purchase | 38.8% | 10,021 | 35,838 | 01 Jul 2024 | By Spouse | |||
| Brad Allen | Class Z Shares | Purchase | 34.5% | 4,989 | 19,450 | 01 Jun 2024 | By Hallein Holdings LLC | |||
| Brad Allen | Class Z Shares | Purchase | 6.81% | 96.79 | 1,518 | 01 May 2024 | By Spouse | |||
| Brad Allen | Class Z Shares | Purchase | 7.33% | 92.8 | 1,359 | 01 May 2024 | Direct | |||
| John Earl | Class Z Shares | Purchase | 33.6% | 4,976 | 19,787 | 01 Nov 2023 | By Spouse | |||
| John Earl | Class Z Shares | Purchase | 36.2% | 4,976 | 18,731 | 01 Nov 2023 | By Earls Gate Investments II, LLC | |||
| Brad Allen | Class Z Shares | Purchase | 1.96% | 279 | 14,461 | 01 Jun 2023 | By Hallein Holdings LLC | |||
| Brad Allen | Class Z Shares | Purchase | 14% | 174 | 1,421 | 01 May 2023 | By Spouse | |||
| Brad Allen | Class Z Shares | Purchase | 14.3% | 158 | 1,266 | 01 May 2023 | Direct | |||
| Brad Allen | Class Z Shares | Purchase | 26.6% | 2,980 | 14,183 | 01 Apr 2023 | By Hallein Holdings LLC | |||
| Brad Allen | Class Z Shares | Purchase | 78.8% | 4,937 | 11,203 | 01 Jan 2023 | Direct | |||
| John Earl | Class Z Shares | Purchase | 14,810 | 14,810 | 01 Jan 2023 | By Spouse | ||||
| Brad Allen | Class Z Shares | Purchase | 41.4% | 365 | 1,247 | 01 Sep 2022 | By Spouse | |||
| Brad Allen | Class Z Shares | Purchase | 41.7% | 326 | 1,108 | 01 Sep 2022 | Direct | |||
| Brad Allen | Class Z Shares | Purchase | 31% | 1,481 | 6,266 | 01 Apr 2022 | Direct | |||
| Brad Allen | Class Z Shares | Purchase | 70.3% | 1,975 | 4,785 | 01 Sep 2021 | Direct | |||
| John Earl | Class Z Shares | Purchase | 100.1% | 3,949 | 7,895 | 01 Sep 2021 | By Earls Gate Investments II, LLC | |||
| Brad Allen | Class Z Shares | Purchase | 44.5% | 272 | 882 | 01 May 2021 | By Spouse | |||
| Brad Allen | Class Z Shares | Purchase | 42.2% | 232 | 782 | 01 May 2021 | Direct | |||
| Brad Allen | Class Z Shares | Purchase | 236.4% | 1,975 | 2,810 | 01 Jan 2021 | Direct | |||
| Brad Allen | Class Z Shares | Purchase | 67.1% | 335 | 835 | 01 Sep 2020 | Direct | |||
| John Earl | Class Z Shares | Purchase | 3,945 | 3,945 | 01 Sep 2020 | Direct | ||||
| Brad Allen | Class Y Shares | Purchase | 610 | 610 | 01 Jul 2020 | By Spouse | ||||
| Brad Allen | Class Y Shares | Purchase | 550 | 550 | 01 Jul 2020 | Direct |