How many institutions own CSWC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CSWC shares is 201, representing 33.41% of the company's common stock.

Who are the major shareholders selling Capital Southwest Corporation stock?

LEGACY CAPITAL WEALTH PARTNERS, LLC, in the last quarter, reduced its stake in CSWC by -0.65% restricting it's holding to 58.64 thousand shares of worth nearly $1.28M. LEGAL & GENERAL GROUP PLC also lessened -0.25% of the CSWC shares from its portfolio, reducing its holding to 331.9 thousand shares of worth $7.25M. HENNION & WALSH ASSET MANAGEMENT, INC. also shunned CSWC shares holding by -23.07% last quarter which brought its holding to 61.17 thousand shares worth $1.34M.

Investors who are buying CSWC stock?

As per its latest 13F filing, COMMONWEALTH EQUITY SERVICES, LLC increased its stake in CSWC by 17.44% in the last quarter. The institutional holder raised its holding to 93.7 thousand shares having worth more than $2.05M. FOUNDATIONS INVESTMENT ADVISORS, LLC also added 10.31% more shares of CSWC to its portfolio, raising its holding to 130.38 thousand shares of worth $2.85M. MORGAN STANLEY also increased its CSWC shares holding by 2.79% which brought its holding to 233.74 thousand shares worth $5.11M.

CSWC's major insiders: who are they?

The insider with the most stakes in CSWC is Moab Capital Partners LLC , 10 percent owner at the company. Additionally, CSWC stock is highly held by 10 percent owner Moab Partners LP and President and CEO DIEHL BOWEN S among others.

Did an insider recently sell CSWC stock?

Company executives, directors, and other insiders own 4.08% percent of Capital Southwest Corporation's stock. Within the last six months, there have been 0 transaction(s) in which CSWC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include THOMAS WILLIAM R III, MOAB CAPITAL PARTNERS LLC, and MOAB PARTNERS LP.

Which insider recently purchased CSWC stock?

There have been 2 transaction(s) during the past 6-months in which Capital Southwest Corporation insiders have bought stock, totalling 1130 shares

How much of CSWC does insiders own?

Around 34.23K Capital Southwest Corporation shares are held by insiders, which represents about 4.08% of CSWC stock.

Who is the insider with the largest stake?

CSWC 10 percent owner, Moab Capital Partners LLC holds the largest portfolio of the company's shares. CSWC shares owned by Moab total nearly 1.57 million.

Which institution holds the most shares in CSWC?

LEGACY CAPITAL WEALTH PARTNERS, LLC is the largest institutional owner in CSWC which holds 58.64 thousand shares worth $1.28M or 0.11% of the total CSWC shares outstanding followed by LEGAL & GENERAL GROUP PLC with ownership of 331.9 thousand shares representing 0.62% of the CSWC ownership. HENNION & WALSH ASSET MANAGEMENT, INC. is the third largest stakeholder with 61.17 thousand shares or 0.11% of the ownership worth more than $1.34M.

Is Capital Southwest Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CSWC is concerned, it is a stock which is optionable.

Is there a short position on CSWC's shares?

Number of CSWC shares short is 2.88M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CSWC shares are there?

As of today, 55.63M shares of CSWC are outstanding.

Is there many float in CSWC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CSWC has 53.94M shares in float.

CSWC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CSWC is 4.92.

Capital Southwest (CSWC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.18

Short Percent Of Float5.29

Shares Outstanding55.63M

Shares Float53.94M

Shares Short2.88M

Short Ratio4.92

5.29%

Short % of Float

5.18%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

4.08% Percentage of Shares held by All Insiders

33.41% Percentage of Shares held by All Institutions

34.83% Percentage of Float held by Institutions

201

Number of Institutions Holding Shares

Institutional Ownership

About 33.41% of CSWC shares are held by financial institutions. LEGACY CAPITAL WEALTH PARTNERS, LLC is the top corporate investor, holding 58.64K shares valued at $1.28M. A 0.11% stake in Capital Southwest Corporation is owned by the company. LEGAL & GENERAL GROUP PLC owns 331.9K shares valued at $7.25M, which translates its holding of 0.62% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.11%	58.64K	1.28M	-385	-0.65%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	331.9K	7.25M	-845	-0.25%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.11%	61.17K	1.34M	-18.34K	-23.07%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.17%	90.51K	1.98M	-1.65K	-1.79%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	93.7K	2.05M	13.91K	+17.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.23%	123.83K	2.71M	-25.23K	-16.93%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.24%	130.38K	2.85M	12.19K	+10.31%
Sep 30, 2025	MORGAN STANLEY	0.44%	233.74K	5.11M	6.35K	+2.79%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.86%	994.81K	21.75M	11.31K	+1.15%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.05%	26.19K	572.42K	322	+1.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	302.85K	6.62M	16.26K	+5.67%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.04%	20K	437.2K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.68%	364.9K	7.98M	29.18K	+8.69%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.58%	311.23K	6.8M	20.47K	+7.04%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	24.55K	536.69K	754	+3.17%
Sep 30, 2025	JPMORGAN CHASE & CO	0.05%	25.31K	553.26K	16.89K	+200.47%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.05%	25.55K	558.46K	941	+3.82%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.77%	409.97K	8.96M	48.25K	+13.34%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.78%	415.44K	9.08M	-44.94K	-9.76%
Sep 30, 2025	BLACKROCK, INC.	0.79%	424.39K	9.28M	103.67K	+32.32%
Sep 30, 2025	MELIA WEALTH LLC	0.92%	490.45K	10.72M	25.48K	+5.48%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.05%	28.31K	619K	10.44K	+58.38%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.6%	318.89K	6.97M	28.18K	+9.69%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	33.76K	738K	5.23K	+18.35%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.06%	34.6K	756.36K	9K	+35.16%
Sep 30, 2025	INVESCO LTD.	0.07%	36.79K	804.27K	2.79K	+8.20%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.07%	38.44K	840.28K	35.26K	+1,110.30%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.07%	39.72K	868.37K	-3.23K	-7.53%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.08%	41.05K	897.4K	0	0
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	43.08K	941.79K	78	+0.18%
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.09%	49.68K	1.09M	515	+1.05%
Sep 30, 2025	DENALI ADVISORS LLC	0.16%	87.81K	1.92M	-26.04K	-22.88%
Sep 30, 2025	LPL FINANCIAL LLC	0.36%	194.74K	4.26M	-10.91K	-5.30%
Sep 30, 2025	UBS GROUP AG	1.45%	778.16K	17.01M	-4.9K	-0.63%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	2.56%	1.37M	29.92M	-21.73K	-1.56%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.67%	892.35K	19.51M	131.13K	+17.23%
Sep 30, 2025	FIRST MANHATTAN CO. LLC.	0.41%	218.91K	4.79M	-40.08K	-15.48%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.41%	220.07K	4.81M	47.48K	+27.51%
Sep 30, 2025		0.39%	206.35K	4.51M	17.14K	+9.06%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.72%	1.46M	31.85M	109.85K	+8.15%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.12%	63.32K	1.38M	-12.23K	-16.19%
Sep 30, 2025	REDMONT WEALTH ADVISORS LLC	0.13%	67.88K	1.48M	67.88K	+100.00%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.13%	68.26K	1.49M	11.86K	+21.03%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.13%	69.9K	1.53M	-8.91K	-11.30%
Sep 30, 2025	SMH CAPITAL ADVISORS INC	0.14%	76.51K	1.55M	31.29K	+69.21%
Sep 30, 2025	SOVEREIGN'S CAPITAL MANAGEMENT, LLC	0.14%	76.52K	1.67M	-526	-0.68%
Sep 30, 2025	FIRST DALLAS SECURITIES INC.	0.16%	84.03K	1.84M	6.93K	+8.99%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	86.67K	1.89M	-15.44K	-15.12%
Sep 30, 2025	ENGINEERS GATE MANAGER LP	0.17%	88.93K	1.94M	47.55K	+114.92%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.17%	89.43K	1.95M	1.67K	+1.90%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.18%	97.03K	2.12M	-1.84K	-1.86%
Sep 30, 2025	HODGES CAPITAL MANAGEMENT INC.	0.19%	101.64K	2.22M	-4.4K	-4.15%
Sep 30, 2025	NAVITER WEALTH, LLC	0.19%	102.76K	2.25M	2.65K	+2.65%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.2%	105.69K	2.31M	105.69K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.21%	109.8K	2.4M	83.2K	+312.78%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	121.7K	2.66M	33.9K	+38.61%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.23%	122.64K	2.68M	10.12K	+9.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	130.05K	2.84M	-396.68K	-75.31%
Sep 30, 2025	GRACE & WHITE INC /NY	0.31%	167.9K	3.67M	-6.7K	-3.84%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.36%	195.02K	4.26M	-31.19K	-13.79%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.41%	220.37K	4.82M	139.73K	+173.27%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.41%	221.69K	4.85M	175.06K	+375.42%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	231.11K	5.05M	18.32K	+8.61%
Sep 30, 2025	MARSHALL WACE, LLP	0.47%	252.25K	5.51M	105.08K	+71.41%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	1.41%	756.79K	15.07M	54.59K	+7.77%
Sep 30, 2025	CITADEL ADVISORS LLC	0.39%	207.15K	4.53M	-202.09K	-49.38%
Sep 30, 2025	MOERUS CAPITAL MANAGEMENT LLC	0.14%	73.98K	1.62M	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.48%	258.97K	5.66M	16.89K	+6.98%
Sep 30, 2025	MUZINICH & CO., INC.	0.51%	273.27K	5.97M	47.48K	+21.03%
Sep 30, 2025	EPIQ PARTNERS, LLC	0.55%	295.43K	6.46M	28.63K	+10.73%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.22%	118.2K	2.61M	11.53K	+10.80%
Jun 30, 2025	ARGENT TRUST CO	0.23%	123.35K	2.72M	42.53K	+52.63%
Jun 30, 2025	MARSHALL WACE, LLP	0.28%	147.16K	3.24M	-101.59K	-40.84%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.32%	172.6K	3.8M	38.42K	+28.63%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.42%	226.21K	4.99M	-188.28K	-45.42%
Jun 30, 2025	SMH CAPITAL ADVISORS INC	0.08%	45.22K	996.54K	-766	-1.67%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	45.86K	1.01M	-1.03K	-2.20%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.09%	46.63K	1.03M	46.63K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	48.22K	1.06M	48.22K	+100.00%
Jun 30, 2025	COZAD ASSET MANAGEMENT INC	0.09%	49.16K	1.08M	2.01K	+4.26%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	51.02K	1.13M	2.77K	+5.74%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.1%	54.5K	1.2M	54.5K	+100.00%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.11%	56.4K	1.24M	56.4K	+100.00%
Jun 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.11%	59.02K	1.3M	-1.21K	-2.02%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.12%	63.47K	1.4M	-173.29K	-73.19%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.12%	66.24K	1.46M	-51.3K	-43.64%
Jun 30, 2025	MORGAN STANLEY	0.42%	227.4K	5.01B	67.6K	+42.30%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.68%	361.72K	7.97M	289.78K	+402.78%
Jun 30, 2025	HRT FINANCIAL LP	0.45%	242.08K	5.34M	154.38K	+176.04%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	2.6%	1.39M	30.64M	-42.73K	-2.98%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.08%	41.05K	904.79K	-676	-1.62%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.08%	40.58K	894.36K	40.58K	+100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.07%	37.23K	812.34K	-2K	-5.10%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.07%	35.22K	776.23K	35.22K	+100.00%
Jun 30, 2025	FJ CAPITAL MANAGEMENT LLC	0.07%	35.07K	772.88K	-5.01K	-12.51%
Jun 30, 2025	OMERS ADMINISTRATION CORP	0.07%	34.9K	769.2K	34.9K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.06%	31.5K	694.26K	-2.27K	-6.73%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.05%	25.91K	570.99K	25.91K	+100.00%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.05%	25.86K	570.04K	1.91K	+7.97%
Jun 30, 2025	DRW SECURITIES, LLC	0.05%	24.99K	550.67K	14.92K	+148.11%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	24.98K	550K	-14.13K	-36.13%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.04%	20.87K	460.04K	-489	-2.29%
Jun 30, 2025	ATOM INVESTORS LP	0.04%	19.75K	435.31K	19.75K	+100.00%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.03%	18.27K	402.72K	0	0
Jun 30, 2025	BARD ASSOCIATES INC	0.03%	17.26K	380.32K	0	0
Jun 30, 2025	DEARBORN PARTNERS LLC	0.03%	15.79K	347.95K	-2.64K	-14.31%
Jun 30, 2025		24.46%	13.09M	311.17K	13.09M	+100.00%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.02%	13.33K	293.77K	-9.85K	-42.49%
Jun 30, 2025	GRIMES & COMPANY, INC.	0.02%	13.3K	293.2K	-5.3K	-28.47%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	1.31%	702.2K	15.48M	86.19K	+13.99%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.02%	546.28K	12.04M	-256.86K	-31.98%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.08%	42.96K	946.79K	-774	-1.77%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.08%	41.38K	911.99K	21.79K	+111.26%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.08%	41.06K	905.05K	-3.1K	-7.02%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.84%	983.5K	21.68M	-31.4K	-3.09%
Jun 30, 2025	UBS GROUP AG	1.46%	783.06K	17.26M	486.18K	+163.77%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.42%	761.22K	16.78M	-37.28K	-4.67%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.98%	526.73K	11.61M	37.74K	+7.72%
Jun 30, 2025	TECTONIC ADVISORS LLC	0.97%	521.69K	11.5M	81.21K	+18.44%
Jun 30, 2025	CITADEL ADVISORS LLC	0.76%	409.24K	9.02B	75.82K	+22.74%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	335.72K	7.4M	290.34K	+639.74%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	332.75K	7.33M	14.57K	+4.58%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.54%	290.76K	6.41M	-7.86K	-2.63%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.4%	212.78K	4.69B	-44.89K	-17.42%
Jun 30, 2025	MELIA WEALTH LLC	0.87%	464.97K	10.25M	42.67K	+10.10%
Jun 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.86%	460.38K	10.15M	33.36K	+7.81%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.52%	1.35M	29.7M	180.37K	+15.46%
Jun 30, 2025	MUZINICH & CO., INC.	0.42%	225.79K	4.98M	88.42K	+64.37%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	43.01K	947.84K	686	+1.62%
Jun 30, 2025	FIRST MANHATTAN CO. LLC.	0.48%	258.99K	5.71M	-28.15K	-9.80%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	69.5K	1.53M	-21.15K	-23.33%
Jun 30, 2025	SOVEREIGN'S CAPITAL MANAGEMENT, LLC	0.14%	77.05K	1.7M	6.68K	+9.49%
Jun 30, 2025	FIRST DALLAS SECURITIES INC.	0.14%	77.1K	1.7M	5.18K	+7.20%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.15%	78.81K	1.74M	78.81K	+100.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.15%	79.51K	1.75M	-49.76K	-38.49%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	79.79K	1.76M	2.25K	+2.90%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	87.8K	1.94M	31.5K	+55.95%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.17%	92.16K	2.03M	92.16K	+100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.18%	98.87K	2.18M	6.86K	+7.45%
Jun 30, 2025	NAVITER WEALTH, LLC	0.19%	100.11K	2.21M	18.35K	+22.45%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.19%	102.11K	2.25M	585	+0.58%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.2%	107.2K	2.36M	53.19K	+98.47%
Jun 30, 2025	MOERUS CAPITAL MANAGEMENT LLC	0.14%	73.98K	1.63M	0	0
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.14%	75.55K	1.67M	13.99K	+22.73%
Jun 30, 2025	HODGES CAPITAL MANAGEMENT INC.	0.2%	106.05K	2.34M	14.29K	+15.57%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	24.46%	13.09M	311.17K	13.09M	+100.00%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.21%	112.51K	2.48M	-36.05K	-24.27%
Jun 30, 2025	DENALI ADVISORS LLC	0.21%	113.85K	2.51M	-2.55K	-2.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.28%	149.06K	3.29M	79.92K	+115.59%
Jun 30, 2025	GRACE & WHITE INC /NY	0.33%	174.6K	3.85M	-2K	-1.13%
Jun 30, 2025	LPL FINANCIAL LLC	0.38%	205.64K	4.53M	7.96K	+4.03%
Jun 30, 2025	EPIQ PARTNERS, LLC	0.5%	266.8K	5.88M	11.4K	+4.46%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	286.6K	6.32M	-14K	-4.66%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.54%	290.7K	6.41M	290.7K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.6%	320.72K	7.07M	58.89K	+22.49%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.15%	80.64K	1.78M	14.92K	+22.70%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.16%	87.77K	1.93M	2.99K	+3.52%
Mar 31, 2025	BLACKROCK, INC.	0.55%	261.83K	5.84M	28.31K	+12.12%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.03%	488.99K	10.91M	231.61K	+89.99%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.69%	803.14K	17.93M	-198.06K	-19.78%
Mar 31, 2025	GRACE & WHITE INC /NY	0.37%	176.6K	3.94M	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.68%	798.5K	17.82M	124.72K	+18.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	300.6K	6.71M	105.85K	+54.35%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.63%	298.62K	6.67M	91.29K	+44.03%
Mar 31, 2025	UBS GROUP AG	0.63%	296.88K	6.63M	194.47K	+189.90%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.5%	236.77K	5.28M	39.14K	+19.80%
Mar 31, 2025	SANDERS MORRIS HARRIS LLC	3.02%	1.43M	31.99M	618.48K	+75.93%
Mar 31, 2025	HRT FINANCIAL LP	0.18%	87.7K	1.96M	-39K	-30.78%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.46%	1.17M	26.05M	-23.27K	-1.96%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	2.14%	1.01M	22.65M	240.3K	+31.02%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.54%	257.67K	5.75M	183.31K	+246.52%
Mar 31, 2025	EPIQ PARTNERS, LLC	0.54%	255.4K	5.7M	255.4K	+100.00%
Mar 31, 2025	MARSHALL WACE, LLP	0.52%	248.75K	5.55M	146.26K	+142.72%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.45%	686.51K	15.32M	14.15K	+2.10%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	1.3%	616.02K	13.75M	37.48K	+6.48%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	71.94K	1.61M	18.42K	+34.41%
Mar 31, 2025	FIRST DALLAS SECURITIES INC.	0.15%	71.93K	1.61M	4.82K	+7.18%
Mar 31, 2025	SOVEREIGN'S CAPITAL MANAGEMENT, LLC	0.15%	70.37K	1.57M	2.8K	+4.14%
Mar 31, 2025	TECTONIC ADVISORS LLC	0.93%	440.47K	9.83M	42.47K	+10.67%
Mar 31, 2025	MELIA WEALTH LLC	0.89%	422.31K	9.43M	20.73K	+5.16%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.85%	403.83K	9.01M	4.94K	+1.24%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.67%	318.17K	7.1M	7.89K	+2.54%
Mar 31, 2025	DLD ASSET MANAGEMENT, LP	0.47%	222.8K	4.97M	147.8K	+197.07%
Mar 31, 2025	LPL FINANCIAL LLC	0.42%	197.68K	4.41M	28.62K	+16.93%
Mar 31, 2025	MUZINICH & CO., INC.	0.29%	137.37K	3.07M	26.95K	+24.41%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	134.18K	2.99M	31.3K	+30.42%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.27%	129.27K	2.89M	-50.15K	-27.95%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.25%	117.54K	2.62M	14.5K	+14.07%
Mar 31, 2025	DENALI ADVISORS LLC	0.25%	116.4K	2.6M	11.91K	+11.40%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.22%	106.67K	2.38M	5.44K	+5.37%
Mar 31, 2025	HODGES CAPITAL MANAGEMENT INC.	0.19%	91.76K	2.05M	7	+0.01%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.19%	90.65K	2.02M	-586	-0.64%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.18%	84.78K	1.89M	2.41K	+2.92%
Mar 31, 2025	ARGENT TRUST CO	0.17%	80.82K	1.8M	2.82K	+3.61%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	77.54K	1.73M	6.43K	+9.04%
Mar 31, 2025	MOERUS CAPITAL MANAGEMENT LLC	0.16%	73.98K	1.65M	0	0
Mar 31, 2025	MORGAN STANLEY	0.34%	159.8K	3.57M	-53.65K	-25.13%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.21%	101.52K	2.27M	1.28K	+1.28%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.19%	92.02K	2.05M	92.02K	+100.00%
Mar 31, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.9%	427.02K	9.53M	-245.45K	-36.50%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.87%	414.49K	9.25M	-75.8K	-15.46%
Mar 31, 2025	FIRST MANHATTAN CO. LLC.	0.61%	287.14K	6.41M	-14.81K	-4.91%
Mar 31, 2025	NAVITER WEALTH, LLC	0.17%	81.75K	1.88M	-1.78K	-2.13%
Mar 31, 2025	CITADEL ADVISORS LLC	0.15%	71.8K	1.6M	20.9K	+41.06%
Mar 31, 2025	BARCLAYS PLC	0.32%	153.47K	3.43M	76.03K	+98.19%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.31%	148.57K	3.32M	-978	-0.65%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	1.22%	549.66K	13.72M	17.35K	+3.26%
Mar 31, 2024	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.22%	97.16K	2.43M	3.1K	+3.30%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.24%	108.56K	2.71M	108.56K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.24%	100.28K	2.5M	-58.74K	-36.94%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.27%	120.45K	3.01M	-2.1K	-1.71%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.28%	117.92K	2.94M	2.83K	+2.46%
Mar 31, 2024	LPL FINANCIAL LLC	0.37%	153.5K	3.83M	8.1K	+5.57%
Mar 31, 2024	BLACKROCK INC.	0.38%	158.64K	3.96M	-32.42K	-16.97%
Mar 31, 2024	GRACE & WHITE INC /NY	0.39%	176.6K	4.41M	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.41%	171.09K	4.27M	7.86K	+4.81%
Mar 31, 2024	MORGAN STANLEY	0.46%	192.12K	4.8M	102.72K	+114.90%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.53%	239.38K	5.97M	-7.92K	-3.20%
Mar 31, 2024	TECTONIC ADVISORS LLC	0.57%	256.7K	6.41M	14.76K	+6.10%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.49%	669.31K	16.71B	-112.67K	-14.41%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.88%	847.23K	21.15M	115.73K	+15.82%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.73%	329.01K	8.21M	20.02K	+6.48%
Mar 31, 2024	MELIA WEALTH LLC	0.83%	372.07K	9.29M	-310.26K	-45.47%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0.83%	373.33K	9.32M	-3.17K	-0.84%
Mar 31, 2024	SANDERS MORRIS HARRIS LLC	1.43%	644.21K	16.08M	644.21K	+100.00%
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.1%	47.04K	1.17M	-2.89K	-5.78%
Mar 31, 2024	FIRST DALLAS SECURITIES INC.	0.12%	53.45K	1.33M	3.62K	+7.27%
Mar 31, 2024	BARCLAYS PLC	0.12%	49.5K	1.24M	48.86K	+7,598.60%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.12%	55.25K	1.27M	923	+1.70%
Mar 31, 2024	CITADEL ADVISORS LLC	0.13%	55.8K	1.39M	22.4K	+67.07%
Mar 31, 2024	UBS GROUP AG	0.14%	56.59K	1.41M	9.41K	+19.95%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.93%	385.8K	9.63M	34.3K	+9.76%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.96%	398.72K	9.95M	19.76K	+5.21%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.97%	437.39K	10.92M	31.98K	+7.89%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.11%	50.96K	1.27M	1.26K	+2.54%
Mar 31, 2024	COZAD ASSET MANAGEMENT INC	0.14%	62.37K	1.56M	62.37K	+100.00%
Mar 31, 2024	SCHONFELD STRATEGIC ADVISORS LLC	0.14%	63.5K	1.58M	63.5K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.14%	60.06K	1.5M	60.06K	+100.00%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.15%	65.45K	1.63M	10.9K	+19.97%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.15%	67.97K	1.7M	67.97K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	70.2K	1.75M	70.2K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.16%	65.14K	1.63M	-1.33K	-2.00%
Mar 31, 2024	HODGES CAPITAL MANAGEMENT INC.	0.16%	72.38K	1.81K	4.81K	+7.12%
Mar 31, 2024	MUZINICH & CO., INC.	0.17%	74.98K	1.78M	0	0
Mar 31, 2024	REDMONT WEALTH ADVISORS LLC	0.17%	78.46K	1.96M	-1.47K	-1.83%
Mar 31, 2024	ARGENT TRUST CO	0.18%	79.12K	1.97M	10.57K	+15.42%
Mar 31, 2024	MOERUS CAPITAL MANAGEMENT LLC	0.18%	82.1K	2.05M	-13.63K	-14.24%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	0.18%	82.21K	2.05M	82.21K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.18%	76.67K	1.91M	-22.17K	-22.43%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	83.74K	2.09M	-20.01K	-19.29%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	94.7K	2.36M	22.92K	+31.92%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.21%	95.77K	2.39M	95.77K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	64.8K	1.62M	29.9K	+85.67%
Mar 31, 2024	ZUCKERMAN INVESTMENT GROUP, LLC	1.43%	643.12K	16.05M	29.98K	+4.89%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.05%	22.54K	562.7K	5.22K	+30.13%
Mar 31, 2024	ALL SEASON FINANCIAL ADVISORS, INC.	0.05%	22.79K	568.79K	-5.96K	-20.73%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.06%	24.39K	608.76K	4.96K	+25.52%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.06%	25.42K	634.46K	-6.5K	-20.36%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	27.61K	689K	-8.69K	-23.93%
Mar 31, 2024	CETERA ADVISORS LLC	0.07%	28.79K	718.66K	16.15K	+127.72%
Mar 31, 2024	INVESCO LTD.	0.08%	32.96K	822.66K	-347.99K	-91.35%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	33.16K	828K	4.97K	+17.64%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.08%	33.86K	845.02K	33.86K	+100.00%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.09%	36.6K	913.54K	3.17K	+9.50%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.09%	37.57K	937.75K	-9.8K	-20.69%
Mar 31, 2024	OPPENHEIMER & CO INC	0.1%	39.9K	995.88K	-755	-1.86%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.1%	40.15K	1M	40.15K	+100.00%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.1%	42.08K	1.05M	42.08K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.1%	42.98K	1.07M	6.11K	+16.58%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.1%	43.23K	1.08M	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.11%	45.15K	1.13M	29.16K	+182.35%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.98%	405.41K	9.61M	362.98K	+855.48%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.09%	36.87K	873.78K	-2.34K	-5.96%
Dec 31, 2023	ZUCKERMAN INVESTMENT GROUP, LLC	1.48%	613.14K	14.53M	-30.69K	-4.77%
Dec 31, 2023		1.64%	682.34K	16.17M	682.34K	+100.00%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.76%	731.5K	17.34M	70.09K	+10.60%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.88%	781.99K	18.53M	781.99K	+100.00%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.09%	38.3K	907.66K	38.3K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.1%	40.65K	963.5K	9.07K	+28.70%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.1%	43.23K	1.02M	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.11%	43.58K	1.03M	3.92K	+9.89%
Dec 31, 2023	UBS GROUP AG	0.11%	47.18K	1.12M	1.88K	+4.16%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.11%	47.37K	1.12M	-5.98K	-11.20%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.12%	49.7K	1.18M	49.7K	+100.00%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	1.28%	532.31K	12.62M	7.91K	+1.51%
Dec 31, 2023	FIRST DALLAS SECURITIES INC.	0.12%	49.83K	1.18M	49.83K	+100.00%
Dec 31, 2023	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	49.93K	1.18M	-814	-1.60%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.13%	54.33K	1.29M	-923	-1.67%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.13%	54.56K	1.33M	54.56K	+100.00%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.14%	57.65K	1.37M	24.08K	+71.71%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	66.47K	1.58M	-20.26K	-23.36%
Dec 31, 2023	HODGES CAPITAL MANAGEMENT INC.	0.16%	67.56K	1.6M	4.16K	+6.56%
Dec 31, 2023	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.16%	68.28K	1.62M	-5.69K	-7.70%
Dec 31, 2023	ARGENT TRUST CO	0.17%	68.56K	1.62M	68.56K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.17%	68.68K	1.63M	68.68K	+100.00%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	71.79K	1.7M	39.22K	+120.43%
Dec 31, 2023	MUZINICH & CO., INC.	0.18%	74.98K	1.78M	42.41K	+130.23%
Dec 31, 2023	REDMONT WEALTH ADVISORS LLC	0.19%	79.93K	1.89M	4.41K	+5.84%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.2%	81.29K	1.93M	21.65K	+36.30%
Dec 31, 2023	CITADEL ADVISORS LLC	0.13%	53.7K	1.27M	13.9K	+34.92%
Dec 31, 2023	MORGAN STANLEY	0.22%	89.4K	2.12M	1.59K	+1.81%
Dec 31, 2023	MARSHALL WACE, LLP	0.23%	93.74K	2.22M	93.74K	+100.00%
Dec 31, 2023	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.23%	94.06K	2.23M	94.06K	+100.00%
Dec 31, 2023	MOERUS CAPITAL MANAGEMENT LLC	0.23%	95.73K	2.27M	-10.54K	-9.92%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.24%	98.83K	2.34M	98.83K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.25%	103.74K	2.46M	13.67K	+15.17%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.28%	115.09K	2.73M	11.36K	+10.95%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.3%	122.55K	2.9M	86	+0.07%
Dec 31, 2023	HUDSON BAY CAPITAL MANAGEMENT LP	0.31%	130.74K	3.1M	130.74K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.35%	145.4K	3.45M	16.29K	+12.62%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.38%	159.02K	3.77M	71.26K	+81.21%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.39%	163.23K	3.87M	-31.89K	-16.34%
Dec 31, 2023	GRACE & WHITE INC /NY	0.43%	176.6K	4.19M	0	0
Dec 31, 2023	BLACKROCK INC.	0.46%	191.05K	4.53M	10.68K	+5.92%
Dec 31, 2023	TECTONIC ADVISORS LLC	0.58%	241.94K	5.73M	12.5K	+5.45%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.6%	247.3K	5.86M	62.6K	+33.89%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.74%	308.99K	7.33M	32.83K	+11.89%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.85%	351.5K	8.33M	181K	+106.16%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0.91%	376.49K	8.92M	-9.86K	-2.55%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.91%	378.96K	8.98M	173.5K	+84.44%
Dec 31, 2023	INVESCO LTD.	0.92%	380.95K	9.03M	-58.43K	-13.30%

Insiders

Among the CSWC insiders holding of 4.08% of the stake in company, MOAB CAPITAL PARTNERS LLC, 10 percent owner, holds the largest shares of 1.57M. MOAB PARTNERS LP, 10 percent owner, is the second largest CSWC insider with ownership of 1.47M shares. DIEHL BOWEN S, President and CEO, stands third with possession of 308.35K shares of that stake.

Insiders	Designation	Shares Held
MOAB CAPITAL PARTNERS LLC	10 percent owner	1.57M
MOAB PARTNERS LP	10 percent owner	1.47M
DIEHL BOWEN S	President and CEO	308.35K
SARNER MICHAEL SCOTT	Chief Financial Officer	287.29K
KELLEY DOUGLAS M.	Sr. VP, Managing Director	85.15K
ASHBAUGH WILLIAM M	Sr. VP, Managing Director	44.51K
FURST JACK D	director	39K
BROOKS DAVID R		32K
ARMES JOSEPH B	director	31K
ROGERS-WINDSOR RAMONA LYNN	director	21.61K
WILSON JOHN H	director	20K
THOMAS WILLIAM R III	director	14.06K
BATTIST CHRISTINE	director	12.62K
MORGAN THOMAS DUANE	director	4.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 01, 2025	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	21.55	463	9.98K	21.61K
Aug 20, 2025	BATTIST CHRISTINE	PURCHASE	22.45	667	14.97K	12.62K
Jun 23, 2025	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	21.19	471	9.98K	18.09K
May 27, 2025	BATTIST CHRISTINE	PURCHASE	20.87	476	9.93K	9.76K
Mar 26, 2025	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	22.52	450	10.13K	17.24K
Dec 12, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	22.67	250	5.67K	16.41K
Nov 08, 2024	BATTIST CHRISTINE	PURCHASE	23.13	256	5.92K	9.28K
Nov 07, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	23.07	500	11.53K	16.16K
Sep 16, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	25.03	250	6.26K	15.36K
Aug 09, 2024	BATTIST CHRISTINE	PURCHASE	23.94	406	9.72K	9.02K
Jun 28, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	26.13	200	5.23K	12.8K
Jun 21, 2024	BATTIST CHRISTINE	PURCHASE	24.96	197	4.92K	8.62K
Jun 03, 2024	THOMAS WILLIAM R III	PURCHASE	25.87	9.4K	243.14K	14.06K
May 29, 2024	BATTIST CHRISTINE	PURCHASE	25.25	192	4.85K	8.42K
May 23, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	25.65	500	12.83K	12.6K
Dec 21, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	23.29	500	11.65K	11.66K
Nov 02, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	21.67	500	10.84K	11.16K
Feb 06, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	19.69	500	9.84K	7.91K
Nov 04, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	18.97	500	9.49K	7.26K
Nov 03, 2022	BATTIST CHRISTINE	PURCHASE	18.99	510	9.68K	2.93K
Jun 22, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	18.57	850	15.78K	4.13K
Mar 30, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	23.81	750	17.86K	3.23K
Mar 29, 2022	BROOKS DAVID R	PURCHASE	23.93	2K	47.86K	32K
Feb 17, 2022	BATTIST CHRISTINE	PURCHASE	25.00	389	9.72K	8.25K
Dec 29, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	25.05	800	20.04K	2.48K
Dec 20, 2021	BATTIST CHRISTINE	PURCHASE	24.35	400	9.74K	7.86K
Nov 09, 2021	SARNER MICHAEL SCOTT	PURCHASE	26.83	3.36K	90K	287.29K
Sep 30, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	25.55	800	20.44K	1.65K
Sep 28, 2021	BATTIST CHRISTINE	PURCHASE	25.40	700	17.78K	7.46K
Sep 09, 2021	BATTIST CHRISTINE	PURCHASE	27.75	568	15.76K	6.76K
Sep 09, 2021	THOMAS WILLIAM R III	SALE	27.70	4K	110.78K	0
Aug 31, 2021	MORGAN THOMAS DUANE	PURCHASE	26.39	381	10.05K	4.78K
Aug 16, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	26.40	200	5.28K	850
Jun 30, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	23.57	650	15.32K	650
Mar 19, 2021	BATTIST CHRISTINE	PURCHASE	21.45	1K	21.45K	6.19K
Feb 11, 2021	BROOKS DAVID R	PURCHASE	20.57	1.5K	30.85K	30K
Mar 20, 2020	SARNER MICHAEL SCOTT	PURCHASE	9.40	21.5K	202.1K	193.04K
Mar 20, 2020	DIEHL BOWEN S	PURCHASE	9.46	20K	189.2K	308.35K
Mar 18, 2020	BROOKS DAVID R	PURCHASE	8.90	4K	35.6K	28.5K
Mar 18, 2020	FURST JACK D	PURCHASE	8.84	39K	344.62K	39K
Mar 17, 2020	BATTIST CHRISTINE	PURCHASE	10.33	950	9.81K	5.19K
Mar 02, 2020	BATTIST CHRISTINE	PURCHASE	18.61	537	9.99K	4.24K
Feb 28, 2020	SARNER MICHAEL SCOTT	PURCHASE	18.15	4.15K	75.32K	171.54K
Feb 24, 2020	BATTIST CHRISTINE	PURCHASE	20.35	1K	20.35K	3.7K
Aug 30, 2019	BROOKS DAVID R	PURCHASE	21.37	2.5K	53.42K	24.5K
Aug 28, 2019	BATTIST CHRISTINE	PURCHASE	21.85	910	19.89K	2.7K
Dec 26, 2018	FURST JACK D	PURCHASE	18.78	3.5K	65.81K	23.5K
Dec 24, 2018	FURST JACK D	PURCHASE	18.16	2.9K	52.66K	20K
Nov 12, 2018	BATTIST CHRISTINE	PURCHASE	19.53	1K	19.53K	1.79K
Aug 21, 2018	BATTIST CHRISTINE	PURCHASE	19.01	794	15.09K	794
Mar 23, 2018	WILSON JOHN H	PURCHASE	17.10	3K	51.3K	20K
Feb 09, 2018	SARNER MICHAEL SCOTT	PURCHASE	16.24	700	11.37K	104.99K
Feb 08, 2018	MORGAN THOMAS DUANE	PURCHASE	16.39	3.05K	49.99K	14.94K
Dec 28, 2017	BROOKS DAVID R	PURCHASE	16.66	2K	33.33K	22K
Nov 21, 2017	KELLEY DOUGLAS M.	PURCHASE	16.87	380	6.41K	85.15K
Nov 13, 2017	KELLEY DOUGLAS M.	PURCHASE	17.00	1.5K	25.5K	66.14K
Aug 28, 2017	MOAB CAPITAL PARTNERS LLC	SALE	17.40	1.4K	24.36K	1.57M
Aug 28, 2017	MOAB PARTNERS LP	SALE	17.40	1.32K	23.02K	1.47M
Aug 25, 2017	MOAB PARTNERS LP	SALE	17.33	1.77K	30.64K	1.48M
Aug 25, 2017	MOAB CAPITAL PARTNERS LLC	SALE	17.33	1.87K	32.41K	1.57M
Jul 31, 2017	ARMES JOSEPH B	SALE	16.31	500	8.16K	31K
Jul 24, 2017	ARMES JOSEPH B	SALE	16.27	500	8.14K	31.5K
Jul 17, 2017	ARMES JOSEPH B	SALE	16.14	500	8.07K	32K
Jul 10, 2017	ARMES JOSEPH B	SALE	16.18	500	8.09K	32.5K
Jul 03, 2017	ARMES JOSEPH B	SALE	16.15	500	8.08K	33K
Jun 28, 2017	WILSON JOHN H	PURCHASE	16.30	5K	81.5K	17K
Jun 26, 2017	ARMES JOSEPH B	SALE	16.22	500	8.11K	33.5K
Jun 19, 2017	ARMES JOSEPH B	SALE	16.14	500	8.07K	34K
Jun 12, 2017	ARMES JOSEPH B	SALE	16.10	500	8.05K	34.5K
Jun 07, 2017	MORGAN THOMAS DUANE	PURCHASE	16.26	3.1K	50.41K	11.55K
Jun 05, 2017	ARMES JOSEPH B	SALE	16.03	500	8.02K	35K
Jun 01, 2017	ARMES JOSEPH B	SALE	16.00	1K	16K	35.5K
May 15, 2017	ARMES JOSEPH B	SALE	16.00	500	8K	36.5K
May 08, 2017	ARMES JOSEPH B	SALE	16.03	500	8.02K	37K
May 01, 2017	ARMES JOSEPH B	SALE	16.15	500	8.08K	37.5K
Apr 24, 2017	ARMES JOSEPH B	SALE	16.01	500	8.01K	38K
Apr 10, 2017	MOAB CAPITAL PARTNERS LLC	SALE	17.02	100	1.7K	1.63M
Apr 10, 2017	MOAB PARTNERS LP	SALE	17.02	100	1.7K	1.53M
Apr 05, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.95	802	13.59K	1.63M
Apr 05, 2017	MOAB PARTNERS LP	SALE	16.95	802	13.59K	1.53M
Apr 04, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.92	236	3.99K	1.63M
Apr 04, 2017	MOAB PARTNERS LP	SALE	16.92	236	3.99K	1.53M
Apr 03, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.84	1.4K	23.58K	1.63M
Apr 03, 2017	MOAB PARTNERS LP	SALE	16.84	1.4K	23.58K	1.53M
Mar 31, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.84	400	6.74K	1.63M
Mar 31, 2017	MOAB PARTNERS LP	SALE	16.84	400	6.74K	1.53M
Mar 29, 2017	MOAB PARTNERS LP	SALE	16.84	200	3.37K	1.53M
Mar 29, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.84	200	3.37K	1.63M
Mar 14, 2017	BROOKS DAVID R	PURCHASE	15.98	10.4K	166.22K	20K
Mar 10, 2017	ARMES JOSEPH B	SALE	16.52	800	13.22K	38.5K
Mar 09, 2017	ARMES JOSEPH B	SALE	16.50	5.2K	85.8K	39.3K
Mar 03, 2017	ARMES JOSEPH B	SALE	16.60	8.5K	141.11K	1K
Jan 13, 2017	MOAB PARTNERS LP	SALE	16.73	100	1.67K	1.53M
Jan 13, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.73	100	1.67K	1.63M
Jan 06, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.80	3.1K	52.08K	1.63M
Jan 06, 2017	MOAB PARTNERS LP	SALE	16.80	2.34K	39.37K	1.53M
Jan 04, 2017	MOAB CAPITAL PARTNERS LLC	SALE	16.75	18.97K	317.71K	1.64M
Jan 04, 2017	MOAB PARTNERS LP	SALE	16.75	18.97K	317.71K	1.54M
Dec 14, 2016	BROOKS DAVID R	PURCHASE	15.82	3K	47.46K	9.6K
Nov 15, 2016	KELLEY DOUGLAS M.	PURCHASE	0.00	20K	-	64.92K
Nov 15, 2016	ASHBAUGH WILLIAM M	PURCHASE	0.00	5K	-	44.51K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.13K2

SALES00

NET SHARES1.13K2

SHARES HELD34.23K2

% NET SHARES-96.7%0%

Frequently Asked Questions